华尔街看涨水平创近20年新高，分析师警告：物极必反

华尔街见闻2021-08-15

企业强劲的利润复苏正在催化华尔街的乐观情绪，认为美国股市将延续牛市，但已有分析师对市场的“自满自大”发出了警告。多位分析师预计，企业可能面临利润率下行的压力，将很难保持目前的高盈利增长，从而对股市产生影响。华尔街看涨水平创20年来新高据彭博统计，在标普500指数包含的所有股票中，约有56%被分析师列为“买入”，这是2002年以来的最高水平。同时，欧洲的Stoxx 600指数成分股中，约52%...

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龙腾虎跃168
2021-08-16
龙腾虎跃168
希望是真的！
云里梦里飞
2021-08-16
云里梦里飞
666
Youn7276
2021-08-16
Youn7276
閱！
- leewei:
  good
- 铭发:
  ???
雨后就是彩虹
2021-08-16
雨后就是彩虹
666
- 雨后就是彩虹:
  666
Linda2240
2021-08-16
Linda2240
[微笑]
- Linda2240:
  [微笑]
hangyuliang
2021-08-16
hangyuliang
[微笑]
- hangyuliang:
  [微笑]

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href=https://wallstreetcn.com/articles/3637965><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>企业强劲的利润复苏正在催化华尔街的乐观情绪，认为美国股市将延续牛市，但已有分析师对市场的“自满自大”发出了警告。\n多位分析师预计，企业可能面临利润率下行的压力，将很难保持目前的高盈利增长，从而对股市产生影响。\n华尔街看涨水平创20年来新高\n据彭博统计，在标普500指数包含的所有股票中，约有56%被分析师列为“买入”，这是2002年以来的最高水平。同时，欧洲的Stoxx 600指数成分股中，约52%...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3637965\">Source 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经济增长正以几十年来最快的速度运行，这对企业盈利来说是个巨大的推动力。\n\n在上调了企业的盈利增长预期后，高盛和瑞士信贷的分析师近期紧接着上调了12个月内对标普500指数的预期。\n根据FactSet的数据，华尔街分析师对标普500指数未来12个月的预期为4949点，预计涨幅为11%。\n股市仍存在下行风险\n尽管第二季度企业的利润率预计将继续保持在较高水平，但Koesterich警告称，在未来几个季度，企业无法转嫁雇员工资等成本的上升，利润率压力将对股市和企业的高估值带来考验。\n而美国企业盈利面临的另一个不利因素是，在拜登推行全球最低税的压力之下，企业会缴纳更多的税款。\n据金融时报报道，纽约梅隆银行的高级市场策略师Lale Akoner指出：\n\n 随着市场开始将这些更高的税收纳入评估体系，企业盈利增长可能已经见顶，并将在未来几个月内放缓。我预计，在10月至12月之间，市场将开始表现出这一点。\n\n对于投资者来说，情况似乎更具挑战性。因为股市的乐观情绪已经处于饱和状态，总体估值居于历史高位使看多也变得不利。\n摩根大通资产管理公司首席全球策略师David Kelly表示：\n\n 尽管对标普指数来说，这是一个表现十分亮眼的季度，但问题是投资者将如何做出反应？与世界其它地区相比，美国企业的总体估值仍然较高，企业将很难维持这一高位。\n\n华尔街见闻此前提及，美国银行策略师Savita Subramanian预测，标普500年底相对目前有14%的下跌空间，回调风险正在聚集。\nJones Trading Annapolis的ETF主管Dave Lutz在一份报告中表示：\n\n 我相信市场会朝着损害大多数参与者的方向发展。如果华尔街所有分析师都看多，我将仍将保持谨慎态度。","kind":"highlight","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":830644130,"gmtCreate":1629072792320,"gmtModify":1676529919807,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4088296979073510","idStr":"4088296979073510"},"htmlText":"希望是真的！","listText":"希望是真的！","text":"希望是真的！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830644130","repostId":2159212249,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":830688914,"gmtCreate":1629070710738,"gmtModify":1676529918670,"author":{"id":"3568431359478653","authorId":"3568431359478653","name":"云里梦里飞","avatar":"https://static.tigerbbs.com/db96756ff214a0066bf8ab2c997583b0","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3568431359478653","idStr":"3568431359478653"},"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830688914","repostId":2159212249,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":830858621,"gmtCreate":1629064598063,"gmtModify":1676529916966,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3577393549070429","idStr":"3577393549070429"},"htmlText":"閱！","listText":"閱！","text":"閱！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/830858621","repostId":2159212249,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5561990,"gmtCreate":1629247547800,"gmtModify":1663232531426,"authorId":4089382061572310,"author":{"id":4089382061572310,"idStr":"4089382061572310","authorId":4089382061572310,"name":"leewei","avatar":"https://static.tigerbbs.com/f64d3fc7a39447925250ff6ac479638d","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master 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