美股第二季度财报季将于7月15日正式开启。高盛预计,第二季度标普500盈利增长将大幅放缓至仅4%,创两年新低,主要源于利润率收缩。如果企业被迫“吞下”更大份额的关税成本,企业利润率将面临压力。高盛维持2025年标普500每股收益增长7%的预测,预计该指数在未来12个月将上涨5%至6500点。美股正迎来关税政策实施后的首个财报季考验。据追风交易台消息,高盛首席美股策略师David Kostin及其...
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