德银:Q2业绩表现强劲超预期,上调标普500指数盈利预测

格隆汇
Aug 04
德意志银行首席策略师Binky Chadha表示,尽管自下而上的市场共识在本财报季开始前预期盈利增长26%,但实际业绩表现强劲且稳健地超越预期。目前超越预期的企业占比高达87%,创历史新高,整体超预期幅度达7%,销售收入与利润率双双贡献增长动力。基于业绩超预期、近期采购经理人指数(PMI)回升以及科技板块持续强劲增长,德意志银行将2026年每股盈利预测从342美元上调至358美元,并将2027年预测从390美元上调至420美元,分别对应28%及17%的增长幅度。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10