有亿万富翁雷·达利奥警告市场,尽管收入和预期的削减幅度很大,但市场可能即将出现泡沫,其原因是高估值、债务和不平等。
Billionaire Ray Dalio warns markets may be nearing a bubble, citing high valuations, debt, and inequality, despite strong earnings and expected rate cuts.
投资十亿富翁投资者雷·达利奥警告说,金融市场正在接近泡沫峰值,将当前状况与以往的撞车事件进行比较,其理由是高估值、创纪录的利润率债务和极端财富集中。
Billionaire investor Ray Dalio warned that financial markets are nearing a bubble peak, comparing current conditions to past crashes, citing high valuations, record margin debt, and extreme wealth concentration.
尽管Nvidia报告季度收入达到创纪录的570亿美元和预测的650亿美元,但其股票作为Dalio对因不平等、杠杆和潜在的政策转变而引发的系统性脆弱性的担忧而下跌,引起市场警惕。
Despite Nvidia reporting record $57 billion in quarterly revenue and a $65 billion forecast, its stock dipped as Dalio’s concerns about systemic fragility—driven by inequality, leverage, and potential policy shifts—sparked market caution.
虽然Dalio提醒人们不要惊慌失措,他注意到强有力的经济数据和预期的削减利率支持继续取得收益,但他强调,如果货币政策收紧或出现新的税收,就会出现崩溃。
While he cautioned against panic selling and noted strong economic data and expected rate cuts support continued gains, Dalio emphasized that a collapse could follow if monetary policy tightens or new taxes materialize.