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2021-08-27

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美银：上调标普500成分股2021年每股收益预期

美国银行策略师将该指数成分股2021年每股收益预期从185美元上调至204美元，因上半年业绩强劲。　　策略师Savita Subramanian和Ohsung Kwon在报告中写道，将2022年每股收益预期从205美元上调至215美元。　　策略师们预计，由于通胀压力上升，明年增速将放缓“随着销售增长在进入2022年后放缓，薪资攀升，2022年利润率扩张可能更为不温不火”，潜在的加税可能对2022年盈利造成5%的负面冲击。　　如果经济增长放缓，工资压力可能会变成逆风，非必需消费品类股面临的薪资上涨风险最大。海量资讯、精准解读，尽在新浪财经APP 责任编辑：郭明煜

美银：上调标普500成分股2021年每股收益预期

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