美股二季度财报季开局强劲,消费强劲势头推动企业利润保持韧性,但股市却反应平淡,多数利好消息已被计入股价,而未达预期的公司将面临严厉惩罚。以金融股为例,上周公布的业绩大幅超预期,但股价表现平平。流媒体平台Netflix在各项主要指标也均超出预期,但收跌超5%。联合航空对旅游需求增长持乐观态度,但投资者对这些数字反应冷淡。PenderFund Capital Management首席投资官Greg ...
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