WSJ Markets (@WSJmarkets)· WSJ Markets·· 1 天前AI 评分25
华尔街见闻专栏：医疗股折价消失，若 AI 热潮破灭或多年跑赢大盘
Heard on the Street: Healthcare stocks have lost their market discount, but history suggests they could outperform for years if the AI boom goes bust....
AI 导读
WSJ 专栏"Heard on the Street"分析指出，医疗股此前相对市场的折价已经消失，但历史经验显示，一旦 AI 热潮破灭，医疗股有可能在未来多年持续跑赢大盘。文章从板块估值角度讨论了医疗股作为防御性配置的潜力。
来源：WSJ Markets (@WSJmarkets) · x.com