SP500Valuations:RidingtheWaveorWaitingfortheTidetoTurn?
Wereatmulti-yearvaluationhighsacrosskeysectors,withTechnologyleadingthepack.Earningshaveheldstrong,butcatalystsforfurtherre-ratingremainhardtoidentify.
Thebackdrop:
??Julyjobsreportshowedcracksandsubsequentrevisionsconfirmeddeteriorationinthelabormarket.
??ThisweaknesshasfueledexpectationsofFedcuts,evenastodaysinflationprin...[
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虽然我做任何决定之前做过大量研究，但这并不意味着我的判断一定正确.
同时即使公司基本面很好，也不意味着近期一定会涨.很多股票因前期涨的太多，风险很大.
比如我均价400左右买进COIN，现在320，跌了20%，我能承受下跌不意味着每个人都能承受.
而且我一般长持，对价格涨跌没那么敏感，一般看好就买不等回调，很有可能买在相对高点.
搞得我以后不敢说买了什[
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比特币和以太坊是目前加密货币市场中最重要的两种资产，它们各自有独特的特点和优势。我们从安全性、投资价值和技术原理三个方面来比较一下。
1.安全性对比
从纯粹的去中心化和安全性角度来看，比特币被普遍认为是更安全的。
工作量证明（PoW）机制：比特币自诞生以来一直采用PoW机制，其巨大的算力网络确保了极高的安全性。要攻击比特币网络，需要投入巨[
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KEYPOINTS
Thestablecoinissuerposteda53%increaseinrevenue,drivenbystrongstablecoingrowthinthequarter.
Circleswungtoanetlossof$482.1million,citingchargesrelatedtoitsJuneIPOthisyear.
CirclealsoannouncedtheforthcominglaunchofanewblockchaincalledArc,designedtobeanetworkforstablecoinpayments,FX,andcapitalmarketsapplications.
CircleInternetGroupsharesjumpedTuesdayafterreportingitsfirstq...[
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富国银行将Nvidia（纳斯达克股票代码：NVDA）股票目标价从185美元上调至220美元，该公司将于本月晚些时候公布季度业绩。
该公司维持对Nvidia的增持评级。
以AaronRakers为首的分析师表示，鉴于季度内需求数据强劲，以及有关恢复向中国销售H20芯片的许可证的报道，他们在该公司将于8月27日公布盈利结果之前提高了预期（高于市场预期）。
分析师指出，强劲的季[
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InvestorsarepouringcapitalintoU.S.-listedetherETFs,helpingpushtheassetspriceto$3,000.
Whattoknow:
Ethereumsether(ETH)isexperiencingasurgeininvestorinterest,withU.S.spotETFsbookingoneoftheirstrongestinflowstodatethisweek.
BlackRocksiSharesEthereumTrustrecordeditslargestdailyinflowonThursday,whilethenineU.S.-listedETHETFsattracted$703millioninnetinflowsthisweek,thethirdlargestintheirhistor...[
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InstitutionalinvestorshavenotbeenasbroadlyoptimisticastheyaretodaysincetheannouncementofaCOVIDvaccine.Itsuggeststheyarebecomingimmunetopolicyuncertaintyoratleastbelievesuchuncertaintieshavepeaked.
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Stockmarketconcentrationisthehighestsincethe1930s,shouldinvestorsworry?
Concentrationisrisingeverywhere.Lookingathistory,thatcouldbebeaworry,becauseinnovationhastypicallycomefromsmallercompanies.Butthisconcernseemslessrelevantintodayswinnertakesalleconomy
Whatmightconcerninvestorsishowhighmarketconcentrationimpactsfutureinvestmentreturns.Concentratedportfoliosaremoreidiosyncraticandl...[
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AlmosteveryoneisALL-INontheMag73stocks:169surveyedfundmanagerswith$413billioninassetssaidinAugustthattheLongMagnificent7isthemostcrowdedtrade.
Professionals,foreigners,andretailinvestorsareheavilyinvestedinthesestocks.
Source:GlobalMarketsInvestor,BofA
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