美国企业财报季描绘出一幅冰火两重天的经济图景。美国经济正出现日益扩大的分化。华尔街的金融巨擘和硅谷的科技巨头无视关税影响，录得巨额盈利增长，而直接面向消费者的公司却在不断上升的成本和贸易战带来的不确定性中挣扎。最新公布的第二季度财报凸显了这一趋势。据FactSet数据，科技和金融板块盈利同比分别激增41%和12.8%。然而，消费品和材料公司的盈利却分别下滑0.1%和5%，超过半数已公布业绩的...
Source Link美国企业财报季描绘出一幅冰火两重天的经济图景。美国经济正出现日益扩大的分化。华尔街的金融巨擘和硅谷的科技巨头无视关税影响，录得巨额盈利增长，而直接面向消费者的公司却在不断上升的成本和贸易战带来的不确定性中挣扎。最新公布的第二季度财报凸显了这一趋势。据FactSet数据，科技和金融板块盈利同比分别激增41%和12.8%。然而，消费品和材料公司的盈利却分别下滑0.1%和5%，超过半数已公布业绩的...
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