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雷曼破产是一个催化剂,让我们领略了金融股潜在的高风险性,并加大了我们对未来宏观经济的悲观预期,其带来的冲击将使得我们的股市估值水平越来越趋向于和国际接轨,不仅仅是市盈率更重要的是市净率。
Lehman bankruptcy is a catalyst for us to take a look at the potential high risks of financial stocks and increase our pessimistic expectations of the future macroeconomic. The impact of this will make our valuation of the stock market more and more trendy. And international standards, not only the price-earnings ratio is more important is the book value.