美股财报季来临,CEO们集体警惕:美国消费正在被地缘政治的不确定性拖累

华尔街见闻
Jan 23

美股财报季呈现矛盾信号:尽管八成企业业绩超预期,但地缘局势、政策变动及政府停摆正重挫增长预期。美联航、宝洁及3M等巨头集体警告,地缘风险与信用卡利率上限等政策不确定性令消费者信心低迷。在高估值压力下,企业管理层正艰难应对特朗普政策重塑贸易关系带来的规划挑战,年初经营环境愈发波动。随着美国财报季推进,企业高管们正对消费者前景发出集体预警。尽管经济数据显示增长稳健,但从航空、消费品到工业领域的CEO们...

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