2026年1月21日瑞银发布2025年第四季度美股财报简报，本季度财报季开局表现强劲，盈利超预期比例显著走高。市场当前共识预期标普500四季度收入、EPS分别增长7.3%、8.8%，而瑞银结合历史趋势预测，最终EPS增长率有望达12.0。图1瑞银预计标普500 EPS增长12%图2标普500科技板块EPS预计增长7.5%一、业绩分化极致，科技+成绝对增长核心本次财报季凸显美股盈利的结构性差异，科技...
Source Link2026年1月21日瑞银发布2025年第四季度美股财报简报，本季度财报季开局表现强劲，盈利超预期比例显著走高。市场当前共识预期标普500四季度收入、EPS分别增长7.3%、8.8%，而瑞银结合历史趋势预测，最终EPS增长率有望达12.0。图1瑞银预计标普500 EPS增长12%图2标普500科技板块EPS预计增长7.5%一、业绩分化极致，科技+成绝对增长核心本次财报季凸显美股盈利的结构性差异，科技...
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