英伟达、亚马逊被砍逾40%！分析师下调美股三季度盈利预期

Wind资讯2022-09-15

眼下距离下一个美股财报季已经不远。鉴于通胀高企、经济放缓等宏观不利因素，分析师下调了对第三季度企业盈利的预期，像英伟达和亚马逊这样的科技公司调降幅度尤为明显。据Barron's，瑞士信贷的数据显示，分析师对标普500指数成分股公司第三季度总体每股收益（EPS）的预估在过去两个月左右的时间里下降了5.5%。通胀居高不下侵蚀消费者需求，公司成本上涨速度超过消费者价格对利润率造成压力，同时，物价飙升迫使...

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Comments

hhyw
2022-09-16
hhyw
好
KK风筝
2022-09-16
KK风筝
good
agnis chye
2022-09-16
agnis chye
好的，月底做好撈底的準備。
mimi pua
2022-09-16
mimi pua
👍
- mimi pua:
  👍
handsome800
2022-09-16
handsome800
Ok
- MyKhoo:
  K
1M4U6488
2022-09-16
1M4U6488
good

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Sheridan在本周一次会议上对雅虎财经表示：“从本质上讲，科技股是一种高风险的投资类别。当人们不确定通胀率、宏观经济环境如何、美联储会做些什么时，都会产生不确定性。一旦风险出现，股票就被抛售。”Sheridan指出，所有科技投资者的目标仍然集中在利率和经济前景上。美联储加快加息步伐以遏制通胀，会推高许多依靠新资金来刺激增长的科技公司的融资成本。与此同时，随着利率更快上升，经济放缓速度可能快于预期，并给仍处高位的科技股估值带来更大压力。不过，乐观的观点认为，鉴于许多科技股已经受到重创，股价已反映盈利预期的下降，因此，如果实际业绩结果好于调降后的预期，可能会提振股价。Truist联席首席投资官Keith Lerner表示：“最大的市场资产是投资者的预期很低，而且已经为坏消息做好了准备。”","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9934549473,"gmtCreate":1663285984292,"gmtModify":1676537242565,"author":{"id":"3561544476596136","authorId":"3561544476596136","name":"hhyw","avatar":"https://static.tigerbbs.com/62f8a12108672917c80685184f331b6f","vip":1,"crmLevel":4,"crmLevelSwitch":1,"idStr":"3561544476596136","authorIdStr":"3561544476596136"},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934549473","repostId":1180801556,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9934559327,"gmtCreate":1663285226070,"gmtModify":1676537242241,"author":{"id":"3567713246268891","authorId":"3567713246268891","name":"KK风筝","avatar":"https://community-static.tradeup.com/news/981757ac91ea5a06fa742ae7f16bc62b","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":2,"crmLevelSwitch":1,"idStr":"3567713246268891","authorIdStr":"3567713246268891"},"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934559327","repostId":1180801556,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9934581387,"gmtCreate":1663283767749,"gmtModify":1676537241433,"author":{"id":"4111472012955002","authorId":"4111472012955002","name":"agnis 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