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0702市场综述：重要就业报告前标普500和纳综指再创历史新高，投资者勇担风险 https://caus.com/all-articles/news/419082/

随着股市迅速反弹，巴克莱的一项衡量市场“非理性繁荣”的指标大幅上升。这一专有指标的一个月平均值首次自二月以来重回两位数，达到了过去曾预示极端泡沫的水平。

富国投资研究所的斯科特·雷恩表示：“就在一些投资者开始有些恐慌时，股市似乎突然掉头上涨，不仅收复了全部跌幅，还涨得更多。我们的感觉是，股市涨得太快了，我们正计划减持那些估值过高的市场和板块。”

彭博社智库的Market Pulse指标在六月接近极端亢奋的水平，暗示股市创纪录的涨势有过热风险。彭博智库的吉莉安·沃尔夫表示：“从历史上看，市场在这种情绪高峰之后通常会降温。”

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telegram Telegram | DID YOU KNOW?

Date: 2025-07-06| telegram

A project of our size needs at least a few hundred million dollars per year to keep going,” Mr. Durov wrote in his public channel on Telegram late last year. “While doing that, we will remain independent and stay true to our values, redefining how a tech company should operate.

Telegram Be The Next Best SPAC

I have no inside knowledge of a potential stock listing of the popular anti-Whatsapp messaging app, Telegram. But I know this much, judging by most people I talk to, especially crypto investors, if Telegram ever went public, people would gobble it up. I know I would. I’m waiting for it. So is Sergei Sergienko, who claims he owns $800,000 of Telegram’s pre-initial coin offering (ICO) tokens. “If Telegram does a SPAC IPO, there would be demand for this issue. It would probably outstrip the interest we saw during the ICO. Why? Because as of right now Telegram looks like a liberal application that can accept anyone - right after WhatsApp and others have turn on the censorship,” he says.