美银:美股二季度财报季开局强劲 盈利超预期率创2021年来新高

智通财经
Jul 27
【美银:美股二季度财报季开局强劲 盈利超预期率创2021年来新高】美国银行证券股票及量化策略师萨维塔·苏布拉马尼安在7月27日发布的最新备忘录中指出,随着第二季度财报季火热开局,标普500指数成分股公司的业绩表现超出预期,整体盈利增速创下多年来的新高。数据显示,在目前已公布业绩的标普500指数成分股中,高达80%的企业每股收益超出市场预期。苏布拉马尼安表示,这是自2021年以来同期业绩超预期比例最高的一次。目前,标普500指数成分股的每股收益同比增长率已达24%,较7月1日的统计水平进一步提升了2个百分点。随着更多企业陆续披露财报,预计该指数整体的每股收益同比增长率将进一步攀升至28%。在企业盈利指引方面,市场同样释放出积极信号。7月份以来,企业发布的每股收益指引高于市场普遍预期的数量,是低于预期数量的1.3倍,这一比例显著高于7月份的历史平均水平。苏布拉马尼安特别强调,未来三个月的业绩指引比率正朝着1.9倍迈进,若这一趋势得以确认,将创下自2021年以来的最高水平,进一步印证了当前美股企业盈利的强劲韧性。

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