“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...

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Comments

YongGuang
2021-06-09
YongGuang
Oao
- YongGuang:
  Oao
- SanGuo:
  [开心]
CKWAI
2021-06-09
CKWAI
來，回覆和點贊，謝謝
- CKWAI:
  谢谢
hhyw
2021-06-09
hhyw
大跌吧????
- hhyw:
  对
- Alicia Ling:
  原来你也等着??
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]

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