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新加坡股市表现坚挺，基准指数在强劲出口需求和持续的人工智能驱动增长的支撑下，交易价格接近历史高点。尽管公用事业成本上升给消费者带来压力，但企业资产回收和健康的基本面继续提振投资者信心。虽然全球波动性可能使市场保持谨慎，但新加坡股市的整体前景依然向好。
US stocks just wrapped their best quarter since 2020, then Michael Burry crashed the party with fresh shorts on Nvidia, Tesla and Caterpillar, calling it an AI bubble. Back home, S-REITs are recycling...
多么精彩的一个季度！中东和平协议来得正是时候，导致避险资产平仓，资金重新流入 AI 交易的风险偏好。
US stocks just wrapped their best quarter since 2020, then Michael Burry crashed the party with fresh shorts on Nvidia, Tesla and Caterpillar, calling it an AI bubble. Back home, S-REITs are recycling...
我认为市场仍在消化中东和平协议的影响，因此像贵金属和石油股这样的 “避风港” 资产正在被抛售，以便在季度末前买回风险资产。
US stocks just wrapped their best quarter since 2020, then Michael Burry crashed the party with fresh shorts on Nvidia, Tesla and Caterpillar, calling it an AI bubble. Back home, S-REITs are recycling...
本季度市场以全面走强收官，反映出市场对人工智能、科技和经济韧性的持续乐观情绪。然而，迈克尔·伯里新建立的对主要人工智能相关股票和工业股的空头头寸表明，他认为在一轮强劲的上涨之后，估值已经过高。尽管他的看跌立场引起了关注，但这只代表一位投资者的逆向观点，而非市场即将逆转的确认信号。
US stocks just wrapped their best quarter since 2020, then Michael Burry crashed the party with fresh shorts on Nvidia, Tesla and Caterpillar, calling it an AI bubble. Back home, S-REITs are recycling...
US stocks just wrapped their best quarter since 2020, then Michael Burry crashed the party with fresh shorts on Nvidia, Tesla and Caterpillar, calling it an AI bubble. Back home, S-REITs are recycling...
