2025年10月28日,瑞银发布最新美国股票策略报告,深度剖析第三季度美股盈利情况。报告指出,尽管整体增速放缓,但企业盈利展现出超预期的韧性,科技与金融板块成为市场增长的“双引擎”。一、整体增速稳健,科技板块贡献突出报告发布前,市场预测标普500的EPS增长率为8.9%,瑞银预计所有财报发布后的增长率预计为9.7%,相比前两季度有所下滑。其中科技股的表现更佳,增速更快。图1:所有财报发布后的...
Source Link2025年10月28日,瑞银发布最新美国股票策略报告,深度剖析第三季度美股盈利情况。报告指出,尽管整体增速放缓,但企业盈利展现出超预期的韧性,科技与金融板块成为市场增长的“双引擎”。一、整体增速稳健,科技板块贡献突出报告发布前,市场预测标普500的EPS增长率为8.9%,瑞银预计所有财报发布后的增长率预计为9.7%,相比前两季度有所下滑。其中科技股的表现更佳,增速更快。图1:所有财报发布后的...
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