美元走软的不利影响即将在欧洲财报中显现这使得货币走势成为本报告季的一个关键话题。自年初以来欧元兑美元已上涨近13%。对于

智通财经
Jul 15, 2025
美元走软的不利影响即将在欧洲财报中显现这使得货币走势成为本报告季的一个关键话题。自年初以来欧元兑美元已上涨近13%。对于超过四分之一收入来自北美的欧洲大型企业来说盈利受到的打击可能是巨大的。花旗集团分析显示欧元/美元每上涨10%可能触发欧洲企业盈利下滑约2%。欧洲财报季前景已然黯淡业绩下滑几成定局。美银策略团队指出欧元强势或使本季每股收益超预期比率降至50%(低于53%的长期均值)斯托克600指数成份股EPS料同比跌3%创五个季度最大跌幅。原因除需求疲弱冲击销售外欧元贸易加权指数同比升3.5%至五季度高位也是主因。高盛策略师Peter Oppenheimer团队警告:“美元颓势将持续施压欧股。”。

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