What are overseas investors buying in 2025?

华尔街见闻
2025.11.12 00:56

价值投资者在买被 AI 打击的软件 SAAS 股，而成长投资者则在买欧洲电气股，其估值只有 8 倍 EBITDA，但资本开支高达收入的 100%。

价值投资者在买被 AI 打击的软件 SAAS 股，而成长投资者则在买欧洲电气股，其估值只有 8 倍 EBITDA，但资本开支高达收入的 100%。

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