“加税+高通胀”，三季度或成为美股风险集中爆发点

智通财经2021-06-08

作者： 何钰程 摩根士丹利近日表示，虽然目前美股不断下滑的市盈率已在很大程度上被不断上升的企业盈利预期所抵消，但随着成本压力上升、企业税上调阴云来袭，美股未来半年或回调10%-15%。 鉴于过去四个季度，美股企业盈利超出预期的幅度高达20%，创下前所未有的新纪录，相比之下，2021年下半年的盈利情况相对严峻。 智通财经APP注意到，在2020年上半年疫情封锁期间，只有三个标准普尔500指数成分股在...

Source Link
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • YongGuang
    2021-06-09
    YongGuang
    Oao 
  • CKWAI
    2021-06-09
    CKWAI
    來，回覆和點贊，謝謝
  • hhyw
    2021-06-09
    hhyw
    大跌吧????
  • Youn7276
    2021-06-09
    Youn7276
    準備好了，來把！加吧！
  • Kokmun0087
    2021-06-08
    Kokmun0087
    多謝分享
  • Alicia Ling
    2021-06-08
    Alicia Ling
    加稅高通脹，念好久，大家已經做好心理準備，來吧！
    • SunnyLeo: 
      准备和真的到来还是有点差距的[开心]
Leave a comment
8