智通财经APP获悉，美国银行全球研究团队表示，美股财报季第二周交出了稳健但难言亮眼的成绩单，整体趋势保持平稳，并未出现加速向好的态势。
在新一轮财报披露相对清淡后，美银指出，标普500指数成分股中已有64家公司发布业绩(约占指数总盈利的18%)，各项业绩指标与上周相比基本持平。
已披露财报的企业中，约70%实现每股收益超预期，这一比例高于财报季第二周64%的历史平均水平，但远低于上一季度79%的超预期率。美银强调，企业盈利超预期幅度的整体均值约为7%，略低于上一财报季同期8%的水平。
结合已披露业绩和分析师预测值的综合测算，市场对四季度每股收益的普遍预期为同比增长约7%，与上周持平。美国银行则预计，四季度每股收益最终同比增幅将接近11%，并指出相关上行风险仍存。
本周财报披露节奏将显著加快，超过100家标普500成分公司(约占指数总盈利三分之一)计划公布业绩，本周也将成为本次财报季第二繁忙的一周。科技板块将成为财报季的焦点，微软(MSFT.US)、Meta Platforms(META.US)、特斯拉(TSLA.US)和苹果(AAPL.US)均将陆续披露业绩。
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