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观点 | 盈利能否成为美股的“希望”?

中金点睛2022-03-22

摘要:目前美联储加息已落地,期待美股估值再扩张已不现实,盈利的好坏或将是美股走势的关键。年初以来美股表现疲弱,紧缩担忧、俄乌局势、通胀压力轮番压制市场表现。目前美联储在3月FOMC会议上已经开启加息,期待估值再度扩张已不现实,因此盈利就将成为美股「最后的防御」。但通胀压力尚未缓解、需求边际回落下,盈利能否抵住压力是关键。就此,我们结合已披露完毕的美股四季度业绩,针对市场较为关心的成本端压力、资本...

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Comment8

  • 北纬1度线
    ·2022-03-23
    [財迷] [財迷] [財迷] 
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  • Liaw_0430
    ·2022-03-23
    Reply
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  • Youn7276
    ·2022-03-23
    OK
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  • Fattkhong
    ·2022-03-22
    [得意] 
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  • CSNeo
    ·2022-03-22
    [開心] 
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  • Yoongc
    ·2022-03-22
    ok
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  • Sunc
    ·2022-03-22
    ok
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  • lvxiang121
    ·2022-03-22
    good
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