异动解读 | 美国运通盘中大涨5.07%,业绩超预期并上调全年指引

异动解读
Oct 17

周五盘中,美国运通股价大涨5.07%,引发市场广泛关注。这一强劲表现主要得益于公司发布的亮眼财报以及对未来业绩的乐观展望。

美国运通公布的第三季度业绩显著超出市场预期。公司实现营收184.3亿美元,同比增长10.8%,高于分析师预估的180.4亿美元;每股收益达4.14美元,同样超过市场预期的3.99美元。更值得注意的是,美国运通上调了2025年全年业绩指引,将营收增长预期区间提高至9%-10%,每股收益预期区间调整为15.20-15.50美元。这一举措进一步增强了投资者对公司未来发展的信心。

美国运通CEO史蒂夫·斯奎里表示,新版白金信用卡的需求超出预期,美国白金卡账户获取量较更新前水平翻了一番。同时,公司富裕客户群体的消费依然保持韧性,尤其是在旅游和奢侈品领域。值得一提的是,尽管市场对信贷状况存在担忧,但美国运通的信贷质量仍然保持优异,这也为公司股价上涨提供了有力支撑。

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