Globally renowned technology analyst Dan Ives: Next year, there will be discussions about technology stocks rising another 25%, and this round of increases is believed to last at least until 2027

華爾街見聞
2025.12.19 09:47
12 月 19 日，在華爾街見聞和中歐國際工商學院聯合主辦的「Alpha 峯會」上，全球知名科技分析師 Dan Ives 表示，AI 是一個至少還會持續兩年的市場，並且市場明年將會討論科技股再上漲 25%，他們相信這至少會持續到 2027 年。他認為這更像是 1996 年的時刻，而非 1999 年、2000 年的泡沫時刻。回到 90 年代末，那時平均科技公司是按 30 倍營收估值。今天平均科技公司，是按 27 倍盈利估值。
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