\u003c/p>\u003cp>國家金融與發展實驗室特聘高級研究員,鳳凰“K說聯盟”成員邵宇稱當前美股估值仍處高位,雖較歷史高點回落約15%,但跌幅遠未達到08年或2020年的級別。美聯儲維持緊縮政策,流動性未寬松,疊加基本面不穩定、政策不確定性加劇。若無超預期下跌或政策轉向,短期抄底風險較高。\u003c/p>","type":"text"}],"currentPage":0,"pageSize":1},"editorName":"秦沛潔","editorCode":"PF207","videosPluginData":[{"duration":49,"bigPosterUrl":"https://x0.ifengimg.com/ucms/2025_18/E383F3D1D685E1BE414BCAE347C3423B898F027C_size196_w1080_h1920.jpg","attachmentType":"video","fileSize":"2908","guid":"31b7e137-f1d2-4591-88cf-1afb4e2ec7f1","audioFileSize":"768","attachmentId":"31b7e137-f1d2-4591-88cf-1afb4e2ec7f1","mobileUrl":"https://video19.ifeng.com/video09/2025/05/03/p7324288176187511580-102-125648.mp4","title":"邵宇:美股不宜輕易抄底","base62Id":"8j3JWDG7E5H","playUrl":"https://video19.ifeng.com/video09/2025/05/03/p7324288176187511580-102-125648.mp4","keywords":"邵宇 美股 巴菲特 鳳凰k 首席 實驗室 研究員 聯盟"}],"faceUrl":"http://ishare.ifeng.com/mediaShare/home/607286/media","vestAccountDetail":{},"subscribe":{"type":"vampire","cateSource":"","isShowSign":0,"parentid":"0","parentname":"財經","cateid":"607286","catename":"鳳凰網財經","logo":"http://d.ifengimg.com/q100/img1.ugc.ifeng.com/newugc/20171106/10/wemedia/9ff3c57464be746cf440328dfd37fd22b47f17cb_size18_w200_h200.png","description":"鳳凰網財經官方賬號","api":"http://api.3g.ifeng.com/api_wemedia_list?cid=607286","show_link":1,"share_url":"https://share.iclient.ifeng.com/share_zmt_home?tag=home&cid=607286","eAccountId":607286,"status":1,"honorName":"","honorImg":"http://x0.ifengimg.com/cmpp/2020/0907/1a8b50ea7b17cb0size3_w42_h42.png","honorImg_night":"http://x0.ifengimg.com/cmpp/2020/0907/b803b8509474e6asize3_w42_h42.png","forbidFollow":0,"forbidJump":0,"fhtId":"82146729","view":1,"sourceFrom":"","declare":"","originalName":"","redirectTab":"article","authorUrl":"https://ishare.ifeng.com/mediaShare/home/607286/media","newsTime":"2025-05-03 13:14:31","lastArticleAddress":"來自北京市"},"filterMediaList":[{"name":"鳳凰網財經","id":"607286"},{"name":"國際財聞匯","id":"1609082"},{"name":"銀行財眼","id":"1444240"},{"name":"公司研究院","id":"1612328"},{"name":"IPO觀察哨","id":"1601888"},{"name":"風暴眼","id":"1601889"},{"name":"出海研究局","id":"1613468"},{"name":"封面","id":"540061"},{"name":"前行者","id":"1580509"},{"name":"凰家反騙局","id":"1596037"},{"name":"康主編","id":"1535116"},{"name":"啟陽路4號","id":"1021158"},{"name":"財經連環話","id":"7518"}]},"keywords":"邵宇,美股,巴菲特,鳳凰k,首席,實驗室,研究員,聯盟","safeLevel":0,"isCloseAlgRec":false,"interact":{"isCloseShare":false,"isCloseLike":false,"isOpenCandle":false,"isOpenpray":false,"isCloseFhhCopyright":false},"hasCopyRight":true,"sourceReason":"","__nd__":"ne883dbn.ifeng.com","__cd__":"c01049em.ifeng.com"};
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for (var i = 0,len = adKeys.length; i 5月3日,2025年巴菲特股東大會即將在巴菲特老家奧馬哈舉辦,今年恰逢巴菲特收購伯克希爾公司60周年。中午12點,鳳凰“K 說聯盟”特邀國家金融與發展實驗室特聘高級研究員邵宇、中航基金副總經理兼首席投資官鄧海清、國泰海通宏觀首席分析師梁中華進行對話,共同解密巴菲特的現金部署與接班布局。 國家金融與發展實驗室特聘高級研究員,鳳凰“K說聯盟”成員邵宇稱當前美股估值仍處高位,雖較歷史高點回落約15%,但跌幅遠未達到08年或2020年的級別。美聯儲維持緊縮政策,流動性未寬松,疊加基本面不穩定、政策不確定性加劇。若無超預期下跌或政策轉向,短期抄底風險較高。
邵宇:美股不宜輕易抄底


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