市场估值与投资时机 - 标普500指数预计将在2025年底再次创下历史新高 这促使投资者重新审视美国大盘股已处于高位的估值倍数 [1] 分析师背景与行业洞察 - 分析师加里·亚历山大在华尔街覆盖科技公司并曾在硅谷工作 兼具金融与产业视角 [1] - 分析师担任多家种子轮初创公司的外部顾问 能够接触塑造当今行业的诸多主题 [1]

With the S&P 500 poised to end 2025 on record highs yet again, it’s an important juncture for investors to reconsider the heightened valuation multiples of U.S. large cap stocks. In addition to rotating more ofWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha sin ...