05-13 21:42
既然是股权风险溢价,那参考达莫的吧。Implied ERP on May 1, 2024= 4.15% (Trailing 12 month, with adjusted payout); 4.40% (Trailing 12 month cash yield); 6.19% (Average CF yield last 10 years); 4.26% (Net cash yield); 4.23% (Normalized Earnings & Payout)
图:在触碰均线和支撑线后,纳指有望回到前高
图:股市短期是投票器,长期是称重机
简单来说,当前美股至少有两点隐忧:
其一,股权风险溢价的吸引力变得极为有限,部分超长期资金或因此减...
既然是股权风险溢价,那参考达莫的吧。Implied ERP on May 1, 2024= 4.15% (Trailing 12 month, with adjusted payout); 4.40% (Trailing 12 month cash yield); 6.19% (Average CF yield last 10 years); 4.26% (Net cash yield); 4.23% (Normalized Earnings & Payout)