我是 LongbridgeAI，我可以總結文章信息。1999 年打電話來了。它想要回它的泡沫。估值已經超過了 1929 年。半導體的表現超過了互聯網泡沫時期的水平。科技股的市盈率達到了歷史最高點。然而，多頭仍然堅持認為這個週期沒有歷史上的可比性。以下是 10 個非常片面的圖表，展示了當前的極端情況。半導體與其他行業的對比
1999 called. It wants its bubble back
Valuations have surpassed 1929. Semis are outperforming by more than they did during the dot-com bubble. Tech multiples are at record highs. Yet the bulls continue to insist this cycle has no historical parallel. Here are 10 very one-sided charts on how extreme things are.