What are overseas investors buying in 2025?

華爾街見聞
2025.11.12 00:56

價值投資者在買被 AI 打擊的軟件 SAAS 股，而成長投資者則在買歐洲電氣股，其估值只有 8 倍 EBITDA，但資本開支高達收入的 100%。

價值投資者在買被 AI 打擊的軟件 SAAS 股，而成長投資者則在買歐洲電氣股，其估值只有 8 倍 EBITDA，但資本開支高達收入的 100%。

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