中信證券：近期美股反彈至高位引發市場對後續走勢的分歧

每日經濟新聞

2025/07/11

每經AI快訊，中信證券表示，近期美股反彈至高位引發市場對後續走勢的分歧，從宏觀面上看，7月數據相對穩健但並未實質性改變美國經濟小幅趨弱的事實，美股盈利或將進一步小幅下修，重點關注信息技術與電信服務等行業的盈利高景氣表現。而從美股基本面來看，估值仍相對偏高，不過下半年回調幅度相對可控，相對而言頭部科技板塊估值略有回落，且盈利兌現能力強，具備配置價值。7月關稅擾動後，特別是進入四季度後，資金或存在...

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