美股财报季陷“零容忍”困局:达标仅算及格,高估值成华尔街“紧箍咒”

智通财经网
Jul 21, 2025

智通财经APP注意到,财报季正如火如荼地进行,华尔街向企业传递了一个明确的信息:仅仅"表现良好"已经不够了。本周的市场走势强化了这一日益明显的观点。尽管摩根大通(JPM.US)和美国银行(BAC.US)等大型银行公布了稳健的业绩,并传递出消费者具有韧性的信息,但它们的股价在本周结束时涨幅有限。目前市盈率约为40倍的奈飞(NFLX.US)面临了更剧烈的市场反应。尽管这家流媒体巨头公布的营收和利润均...

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