SUN369
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Huge statement from Apollo this morning:
"The current AI bubble is bigger than the 1990s tech bubble."
Apollo basically just said that the Dot-com bubble was just a preview of what we are in right now.
They note that the Forward P/E ratio for the top 10 tech stocks right now is ~40x.
Compared to 2000, at the peak of the Dot-com bubble, the Forward P/E on the top 10 tech stocks was ~26x.
This is also significantly higher than the ~23x peak seen in 1990 and ~26x peak seen in 1995.
Meanwhile, the S...
"The current AI bubble is bigger than the 1990s tech bubble."
Apollo basically just said that the Dot-com bubble was just a preview of what we are in right now.
They note that the Forward P/E ratio for the top 10 tech stocks right now is ~40x.
Compared to 2000, at the peak of the Dot-com bubble, the Forward P/E on the top 10 tech stocks was ~26x.
This is also significantly higher than the ~23x peak seen in 1990 and ~26x peak seen in 1995.
Meanwhile, the S...
![图片](https://ussnsimg.moomoo.com/feed_image/71429856/37209981bca7365cac196f2b17b33032.jpg/thumb)
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SUN369
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瑞穗认为,Humana的指导是最坏的情况,预计这些趋势不会持续到全年。Humana的首席执行官兼首席财务官承认医疗保险优势领域的复杂变化,并预测2025年是 “重新定位” 的一年,增长可能低于平均水平。
已翻译
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