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MrVtr
2022-07-05
ji
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MrVtr
2022-04-19
…
@解析投资APP:早盤策略：昨天大盤最後一小時縮量上漲，外圍股市微漲微跌，消息面偏向平靜。今天大盤應該小幅高開，上攻時關注3226點附近的壓力，強壓力在3240點附近；回落時關注3182點附近的支撐，強支撐在3170點附近
MrVtr
2021-08-31
for the good future give me a like
MrVtr
2021-08-24
Apple up up
Go to Tiger App to see more news
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Bernstein称：“我认为，你会看到管理团队的态度越来越谨慎。我们正处于利润周期中缓慢的一段——我们说的不是利润衰退，这可能在今年年底或明年发生。但我们显然已经过了利润增长的高峰期。”</p><p>标普道琼斯指数公司高级股票分析师Howard Silverblatt说，通胀和转嫁成本的能力将是（第二季度财报电话会议上的）一个重要事项。</p><p>面对居高不下的通胀，许多企业此前已警告称，未来利润可能会遭到通胀侵蚀。据《华尔街日报》上月报道，截至6月10日，有417家公司在第一季度财报电话会议上提到了“通胀”，为至少2010年以来的最高水平。物价飞涨给美国消费者和企业带来压力，而企业往往会将这些成本转嫁给消费者。但是，如果企业涨价面临消费者抵制的话，企业利润率可能进一步受损。鉴于通胀高企，许多美国消费者已经开始购买低价商品以节省开支。</p><p>Russell Investments客户投资策略总监Mark Eibel表示，由于企业将更难以将价格上涨转嫁给消费者，盈利增长目标恐将更难实现。他说：“消费者已经到了不能再接受涨价的地步。”</p><p>Silverblatt还称，第二季度财报也可能会提到很多关于汇率的内容。</p><p>衡量美元兑一篮子其他货币的美元指数今年迄今上涨超过10%，7月5日盘中升破106关口，创近20年来新高。当美元走强时，美国跨国公司的外币销售额兑换成美元的价值就会降低。预计企业将因汇率不利因素对盈利和增长率进行大量调整。例如，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司曾在4月表示，预计强势美元将使其第二季度营收同比增幅减少三个百分点。</p><p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>首席美国股票策略师Jonathan Golub预计，本财报季不会对市场造成太大问题。他表示，进入本报告期后，企业预先公布的负面业绩低于平均水平。</p><p>Golub更担心的是大型科技公司对标普500公司整体盈利增长率的拖累。今年第一季度，苹果、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Facebook母公司<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>的总体盈利下降了1.5%。这个问题似乎在第二季度继续存在，虽然每家公司遇到的情况各不相同，但主要包括数字广告销售放缓，消费重新从线上转向线下，以及与去年同期强劲的增长形成鲜明对比。</p><p>Golub还指出，银行是本财报季的一个潜在问题领域。这一点将与管理层的信心程度有很大关系，而非基本面，一些银行可能会增加第一季度预留的贷款损失准备金。这反映了管理层对未来的预测。对银行来说，这将在第二季度的数据中体现出来。</p><p>本财报季的结果将被纳入分析师对第三和第四季度业绩预测的模型。就目前而言，分析师普遍预计，第三、第四季度的盈利增速将重新提高至较低的两位数。倘若第二季度企业业绩表现不佳，或者管理层对前景的预期黯淡，则可能意味着这些盈利预测将被下修。这将是经历标普500指数上半年下挫近21%之后的市场所不愿看到的。</p><p>Russell Investments的Eibel表示，除了业绩本身之外，企业的前瞻性指引和评论将是第二季度财报季的关键看点。“这可能会成为未来一个月左右真正的市场推动力，因为到目前为止，市场下跌的主要原因是价格，而不是盈利。但是，如果盈利和指引真的受到打击，我们可能会看到美国市场进一步下跌。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n财报季大考在即，对美国股市意味着什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2022-07-05 19:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国股市和投资者脆弱的情绪即将迎来今年下半年的首场重大考验，即未来一个月一系列的企业财报，这些报告将揭示企业是如何应对通胀飙升、消费者支出转变和动荡的供应环境的。而对市场而言，企业管理团队对2022年剩余时间前景的指引和评论可能更具影响力。</p><p>据Barron's，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/DAL\">达美航空</a>、<a href=\"https://laohu8.com/S/PEP\">百事可乐</a>、<a href=\"https://laohu8.com/S/UNH\">联合健康</a>集团和<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>等公司将于下周陆续发布业绩报告，揭开第二季度财报季的序幕。华尔街分析师预计，标普500指数成分股公司的收入将比去年同期增长10.4%，盈利将增长5.6%。若不包括因石油和天然气价格大涨而蓬勃发展的能源行业，预计公司销售额将下滑2.4%，盈利将增长6.7%。尽管标普500公司的销售额和每股收益（EPS）料将在第二季度创下历史新高，但增速预计双双放缓，利润率可能缩小。由于企业高管将下半年的潜在风险和不确定性纳入了他们的预测，因此，更新后的全年指引可能会偏向负面。</p><p>Richard Bernstein Advisors首席执行官Richard Bernstein称：“我认为，你会看到管理团队的态度越来越谨慎。我们正处于利润周期中缓慢的一段——我们说的不是利润衰退，这可能在今年年底或明年发生。但我们显然已经过了利润增长的高峰期。”</p><p>标普道琼斯指数公司高级股票分析师Howard Silverblatt说，通胀和转嫁成本的能力将是（第二季度财报电话会议上的）一个重要事项。</p><p>面对居高不下的通胀，许多企业此前已警告称，未来利润可能会遭到通胀侵蚀。据《华尔街日报》上月报道，截至6月10日，有417家公司在第一季度财报电话会议上提到了“通胀”，为至少2010年以来的最高水平。物价飞涨给美国消费者和企业带来压力，而企业往往会将这些成本转嫁给消费者。但是，如果企业涨价面临消费者抵制的话，企业利润率可能进一步受损。鉴于通胀高企，许多美国消费者已经开始购买低价商品以节省开支。</p><p>Russell Investments客户投资策略总监Mark Eibel表示，由于企业将更难以将价格上涨转嫁给消费者，盈利增长目标恐将更难实现。他说：“消费者已经到了不能再接受涨价的地步。”</p><p>Silverblatt还称，第二季度财报也可能会提到很多关于汇率的内容。</p><p>衡量美元兑一篮子其他货币的美元指数今年迄今上涨超过10%，7月5日盘中升破106关口，创近20年来新高。当美元走强时，美国跨国公司的外币销售额兑换成美元的价值就会降低。预计企业将因汇率不利因素对盈利和增长率进行大量调整。例如，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司曾在4月表示，预计强势美元将使其第二季度营收同比增幅减少三个百分点。</p><p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>首席美国股票策略师Jonathan Golub预计，本财报季不会对市场造成太大问题。他表示，进入本报告期后，企业预先公布的负面业绩低于平均水平。</p><p>Golub更担心的是大型科技公司对标普500公司整体盈利增长率的拖累。今年第一季度，苹果、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Facebook母公司<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>的总体盈利下降了1.5%。这个问题似乎在第二季度继续存在，虽然每家公司遇到的情况各不相同，但主要包括数字广告销售放缓，消费重新从线上转向线下，以及与去年同期强劲的增长形成鲜明对比。</p><p>Golub还指出，银行是本财报季的一个潜在问题领域。这一点将与管理层的信心程度有很大关系，而非基本面，一些银行可能会增加第一季度预留的贷款损失准备金。这反映了管理层对未来的预测。对银行来说，这将在第二季度的数据中体现出来。</p><p>本财报季的结果将被纳入分析师对第三和第四季度业绩预测的模型。就目前而言，分析师普遍预计，第三、第四季度的盈利增速将重新提高至较低的两位数。倘若第二季度企业业绩表现不佳，或者管理层对前景的预期黯淡，则可能意味着这些盈利预测将被下修。这将是经历标普500指数上半年下挫近21%之后的市场所不愿看到的。</p><p>Russell Investments的Eibel表示，除了业绩本身之外，企业的前瞻性指引和评论将是第二季度财报季的关键看点。“这可能会成为未来一个月左右真正的市场推动力，因为到目前为止，市场下跌的主要原因是价格，而不是盈利。但是，如果盈利和指引真的受到打击，我们可能会看到美国市场进一步下跌。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{"161125":"标普500","BK4559":"巴菲特持仓","MSFT":"微软","MS":"摩根士丹利","DAL":"达美航空","UNH":"联合健康","BK4535":"淡马锡持仓","GOOG":"谷歌","BK4575":"芯片概念","AMZN":"亚马逊","AAPL":"苹果","META":"Meta Platforms","JPM":"摩根大通","PEP":"百事可乐","SPY":"标普500ETF","DAL.AU":"DALAROO METALS LTD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115786585","content_text":"美国股市和投资者脆弱的情绪即将迎来今年下半年的首场重大考验，即未来一个月一系列的企业财报，这些报告将揭示企业是如何应对通胀飙升、消费者支出转变和动荡的供应环境的。而对市场而言，企业管理团队对2022年剩余时间前景的指引和评论可能更具影响力。据Barron's，摩根大通、达美航空、百事可乐、联合健康集团和摩根士丹利等公司将于下周陆续发布业绩报告，揭开第二季度财报季的序幕。华尔街分析师预计，标普500指数成分股公司的收入将比去年同期增长10.4%，盈利将增长5.6%。若不包括因石油和天然气价格大涨而蓬勃发展的能源行业，预计公司销售额将下滑2.4%，盈利将增长6.7%。尽管标普500公司的销售额和每股收益（EPS）料将在第二季度创下历史新高，但增速预计双双放缓，利润率可能缩小。由于企业高管将下半年的潜在风险和不确定性纳入了他们的预测，因此，更新后的全年指引可能会偏向负面。Richard Bernstein Advisors首席执行官Richard Bernstein称：“我认为，你会看到管理团队的态度越来越谨慎。我们正处于利润周期中缓慢的一段——我们说的不是利润衰退，这可能在今年年底或明年发生。但我们显然已经过了利润增长的高峰期。”标普道琼斯指数公司高级股票分析师Howard Silverblatt说，通胀和转嫁成本的能力将是（第二季度财报电话会议上的）一个重要事项。面对居高不下的通胀，许多企业此前已警告称，未来利润可能会遭到通胀侵蚀。据《华尔街日报》上月报道，截至6月10日，有417家公司在第一季度财报电话会议上提到了“通胀”，为至少2010年以来的最高水平。物价飞涨给美国消费者和企业带来压力，而企业往往会将这些成本转嫁给消费者。但是，如果企业涨价面临消费者抵制的话，企业利润率可能进一步受损。鉴于通胀高企，许多美国消费者已经开始购买低价商品以节省开支。Russell Investments客户投资策略总监Mark Eibel表示，由于企业将更难以将价格上涨转嫁给消费者，盈利增长目标恐将更难实现。他说：“消费者已经到了不能再接受涨价的地步。”Silverblatt还称，第二季度财报也可能会提到很多关于汇率的内容。衡量美元兑一篮子其他货币的美元指数今年迄今上涨超过10%，7月5日盘中升破106关口，创近20年来新高。当美元走强时，美国跨国公司的外币销售额兑换成美元的价值就会降低。预计企业将因汇率不利因素对盈利和增长率进行大量调整。例如，苹果公司曾在4月表示，预计强势美元将使其第二季度营收同比增幅减少三个百分点。瑞士信贷首席美国股票策略师Jonathan Golub预计，本财报季不会对市场造成太大问题。他表示，进入本报告期后，企业预先公布的负面业绩低于平均水平。Golub更担心的是大型科技公司对标普500公司整体盈利增长率的拖累。今年第一季度，苹果、谷歌母公司Alphabet、亚马逊、Facebook母公司Meta Platforms和微软的总体盈利下降了1.5%。这个问题似乎在第二季度继续存在，虽然每家公司遇到的情况各不相同，但主要包括数字广告销售放缓，消费重新从线上转向线下，以及与去年同期强劲的增长形成鲜明对比。Golub还指出，银行是本财报季的一个潜在问题领域。这一点将与管理层的信心程度有很大关系，而非基本面，一些银行可能会增加第一季度预留的贷款损失准备金。这反映了管理层对未来的预测。对银行来说，这将在第二季度的数据中体现出来。本财报季的结果将被纳入分析师对第三和第四季度业绩预测的模型。就目前而言，分析师普遍预计，第三、第四季度的盈利增速将重新提高至较低的两位数。倘若第二季度企业业绩表现不佳，或者管理层对前景的预期黯淡，则可能意味着这些盈利预测将被下修。这将是经历标普500指数上半年下挫近21%之后的市场所不愿看到的。Russell Investments的Eibel表示，除了业绩本身之外，企业的前瞻性指引和评论将是第二季度财报季的关键看点。“这可能会成为未来一个月左右真正的市场推动力，因为到目前为止，市场下跌的主要原因是价格，而不是盈利。但是，如果盈利和指引真的受到打击，我们可能会看到美国市场进一步下跌。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088683409,"gmtCreate":1650337937654,"gmtModify":1676534700259,"author":{"id":"4092232037508680","authorId":"4092232037508680","name":"MrVtr","avatar":"https://static.tigerbbs.com/80cdd1295abca214cb6be4668fb4bfb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"…","listText":"…","text":"…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088683409","repostId":"611340860","repostType":1,"repost":{"id":611340860,"gmtCreate":1650337531860,"gmtModify":1676532997053,"author":{"id":"3519268973410409","authorId":"3519268973410409","name":"解析投资APP","avatar":"https://static.tigerbbs.com/9660c87fe2443a6af15166a03fa551aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"早盤策略：昨天大盤最後一小時縮量上漲，外圍股市微漲微跌，消息面偏向平靜。今天大盤應該小幅高開，上攻時關注3226點附近的壓力，強壓力在3240點附近；回落時關注3182點附近的支撐，強支撐在3170點附近","listText":"早盤策略：昨天大盤最後一小時縮量上漲，外圍股市微漲微跌，消息面偏向平靜。今天大盤應該小幅高開，上攻時關注3226點附近的壓力，強壓力在3240點附近；回落時關注3182點附近的支撐，強支撐在3170點附近","text":"早盤策略：昨天大盤最後一小時縮量上漲，外圍股市微漲微跌，消息面偏向平靜。今天大盤應該小幅高開，上攻時關注3226點附近的壓力，強壓力在3240點附近；回落時關注3182點附近的支撐，強支撐在3170點附近","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/611340860","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
