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Andy Cross
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Asit Sharma
金融分析师，专注于市场趋势和公司表现分析。
Asit Sharma: 我认为投资者应该在风险承受能力和现实之间取得平衡。市场已经习惯了剧烈的波动，从最坏的贸易结果到可能不是最坏的结果。投资应该保持理性，不要认为股票跑赢大盘的有利条件已经具备，因为事实并非如此。应该根据VIX（波动率预测指标）调整股票购买，可以在市场过于自满时寻找交易倍数较低的股票。
Andy Cross: 很多公司都无法自信地预测下个季度甚至2025年的前景。个人投资者变得不那么悲观，这实际上是一个有点相反的指标。投资者变得更加乐观，估值变得更高，股票估值也变得更高。应该选择现金储备充足、估值合理的公司，而不是选择投机性强、增长快、估值高的公司。
Deep Dive
This chapter analyzes the surprising market recovery in May, with the S&P 500 and Nasdaq reaching significant gains. The discussion focuses on investor sentiment, valuation concerns, and the need for a balanced, realistic approach to investing in the current market climate.
- S&P 500 rose 6% in May, nearing its all-time high
- Nasdaq up over 25% from April lows
- Investor sentiment shifted from bearish to less bearish, a contrary indicator
- Caution advised due to market volatility and uncertain future projections
Shownotes Transcript