高盛策略师指出，美国企业第三季度财报表现超预期的比例位居有记录以来的前列。
由David Kostin领导的团队指出：“在我们25年的数据记录中，仅2020-2021年新冠疫情重启期间出现过如此高频的盈利惊喜”。
已公布业绩的标普500指数成分股中，64%的企业每股收益超出市场普遍预期至少一个标准差。
销售与利润率共同推动盈利超预期。
业绩超预期的股票股价涨幅低于往常。
尽管迄今为止第三季度盈利超出市场普遍预期，但标普500指数每股收益8%的增长率低于第二季度的11%。
企业迄今提供的业绩指引表明，企业对短期前景仍持乐观态度。
美国超大盘股对人工智能的投入依旧超预期。
责任编辑：刘明亮
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