科技巨头财报季已经拉开帷幕,高盛科技分析师Peter Bartlett在“Mag 7财报海啸”前夕发布了七大关键市场观察,市场正聚焦于这些财报可能带来的巨大波动。 高盛指出,本轮财报季呈现明显的负向不对称性,尤其在半导体和互联网板块,好消息带来适度上涨甚至下跌,而坏消息则引发股价大幅下挫。值得注意的是,尽管期权市场预期的财报波动幅度较低,实际波动却远超预期,如德州仪器公布财报后大跌13%。 高盛还...
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