DoubleLine首席执行官兼首席信息官兼创始人、“新债王” Jeffrey Gundlach在最近的一场直播中表示,从纯美国投资转向多元化投资的时机已经成熟,再次强调了对非美市场尤其是欧洲股市的看好。 Gundlach认为,美股当下正处于严重高估的水平,MAG 7在标普500中的市值占比过高,投资者应避免过度集中于少数大型科技股。对于美国经济,Gundlach认为2025年衰退的可能性达到...
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