每经AI快讯,中信证券表示,近期美股反弹至高位引发市场对后续走势的分歧,从宏观面上看,7月数据相对稳健但并未实质性改变美国经济小幅趋弱的事实,美股盈利或将进一步小幅下修,重点关注信息技术与电信服务等行业的盈利高景气表现。而从美股基本面来看,估值仍相对偏高,不过下半年回调幅度相对可控,相对而言头部科技板块估值略有回落,且盈利兑现能力强,具备配置价值。7月关税扰动后,特别是进入四季度后,资金或存在...
Source Link每经AI快讯,中信证券表示,近期美股反弹至高位引发市场对后续走势的分歧,从宏观面上看,7月数据相对稳健但并未实质性改变美国经济小幅趋弱的事实,美股盈利或将进一步小幅下修,重点关注信息技术与电信服务等行业的盈利高景气表现。而从美股基本面来看,估值仍相对偏高,不过下半年回调幅度相对可控,相对而言头部科技板块估值略有回落,且盈利兑现能力强,具备配置价值。7月关税扰动后,特别是进入四季度后,资金或存在...
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