小心美股“业绩杀”！小摩警告：市场过度乐观

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小心美股“业绩杀”！小摩警告：市场过度乐观

智通财经04-15

摩根大通策略师警告称，不要指望乐观的企业财报季会推动美国股市走高，因为在今年创纪录的上涨之后，大部分乐观情绪已经被消化了。Mislav Matejka领导的摩根大通研究团队表示，第一季度的利润预期已经被下调，这降低了美国企业超越预期的门槛。策略师们表示，剔除科技巨头后，标普500指数成分股企业盈利预计将全面下滑。Matejka表示，与此同时，投资者仓位看起来“非常紧张”。由于对美国经济韧性和利率...

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