为何财报超预期股价却下跌?高盛:投资者正盯着别的东西

华尔街见闻
Nov 03

尽管美国企业正在交出一份强劲的财报季成绩单,但投资者似乎并不买账。那些业绩超出分析师预期的公司,其股价并未获得应有的提振。 根据高盛的分析,投资者正将目光从已经公布的优异业绩,转向更具不确定性的未来前景,尤其是对人工智能巨额投资能否转化为实际利润的审视。这种谨慎情绪,使得历史性的“财报超预期即上涨”模式在本季明显失灵。 最新数据显示,标普500指数成分股中,已公布业绩的公司有约三分之二超出市场预期...

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