花旗集团策略师上调了标普500指数的目标并称减税措施应能抵消关税对美国企业的负面影响。由Scott Chronert领导

智通财经
Aug 11, 2025
花旗集团策略师上调了标普500指数的目标并称减税措施应能抵消关税对美国企业的负面影响。由Scott Chronert领导的团队将该指数的年终目标从6300点上调至6600点暗示该指数将较上周五收盘上涨约3%。本季度财报表现好于预期且几乎看不到关税对业绩的负面影响推动股市本月屡创新高。有机构数据显示超81%的标普500指数成分股公司业绩超出预期这是七个季度以来的最高水平。花旗团队表示企业不仅“表现出色”且大多维持对下半年业绩的预期。因此市场对每股收益的共识预期正在上调。他们将标普500指数成分股公司2025年的每股收益预期从此前的261美元上调至272美元将2026年的预期从295美元上调至308美元。他们表示更高的盈利预测不会对估值假设产生重大影响。他们预计到2026年中期该指数将升至6900点较目前水平上涨约8%。

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