摩通、高盛指绩优美股由科技股扩至其他产业

阿斯达克财经
Jan 26

摩根大通(JPM.US)  表示,美国业绩公布季仍属初段,在已就2026年提供业绩指引的标普500指数成份股中,约一半业绩指引优于市场预期。该行策略师指出,已公布绩优公司多数并非科技股,反映今年增长正由科技行业扩散至其他产业。高盛(GS.US)  同样看好盈利对经济扩张的支持,其策略师预期,2026年上半年经济增长强劲,将为中小型及周期性股份带来较大型股份更有利的短期顺风。不过,该行提醒,相关动能...

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