金吾财讯 | 美国银行策略师Savita Subramanian将标普500指数的年终目标从5600点上调至6300点。她表示，难以找到标指在第三季继续强势上涨的动力。我们的五个目标模型中，每股盈利意外框架反映短期前景，结果喜忧参半。4月及5月的负面指引和修订已改善至平均水平，但经济意外指标恶化。科技公司盈利作为企业利润的火车头，预计将放缓。
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