摩根士丹利策略师表示,除科技巨头之外,美股其他股票也有望在本轮财报季公布强劲业绩,从而推动股市涨势进一步扩散。由迈克尔·威尔逊领导的团队表示,标普1500综合指数成分股的中位数公司目前每股收益增速超过10%,为疫情后复苏以来的最佳表现。此外,分析师仍在上调可选消费和运输行业的利润预期,这两个行业均与经济增长密切相关。“我们预计,随着中位数股票盈利韧性的推动,市场上涨范围将继续扩大。”二季度财报季将于周二拉开帷幕,大型银行将率先公布业绩。根据汇编数据,分析师预计标普500指数成分公司利润将增长23%,这一增幅将成为除重大经济衰退后的复苏阶段外,历史上表现最强劲的时期之一。
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