$腾讯控股 (00700.HK)现在的股市是个很尴尬的位置,美股不断破新高,科技股估值基本都干到了 30 以上,不少比之前翻倍,比如台积电,英伟达这些。120 多块的英伟达让很多人望而却步,恐高,退一步讲英伟达看高到多少?140,160?这其实涨幅并不高,高的是之前翻几倍的时候,也就是说英伟达和现在的美股赔率没那么高了,但是胜率却很高。对应中概股因为跌太多,以及大家知道的原因胜率一直比较低,但是赔率相对比较高,因为很多个股从高点都是夭折跌下来的,而且越跌赔率越高。胜率和赔率,就看大家怎么选了,或者说怎么配置了。

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