摩根大通:第二季度美国和欧洲地区均出现EPS超预期情况

格隆汇
Aug 08
摩根大通指出,第二季度财报季已进入后期阶段,美国和欧洲约80%-85%的企业已经公布业绩。本季度企业盈利表现强劲,美国和欧洲地区均出现EPS超预期情况,且业绩超预期的企业覆盖范围较广。美国和欧洲报告EPS高于市场预期的公司比例均明显上升。尽管企业进入财报季前市场预期已经处于较高水平,但标普500指数成分股的综合EPS仍继续上行。下调盈利展望的企业比例已经降至2021年以来最低水平。从地区来看,美国和欧洲企业盈利同比增速分别达到25%和23%,均高于市场一致预期。收入增长表现同样健康,美国和欧洲分别达到14%和10%的同比增速。从行业层面看,两大地区盈利增长的很大一部分来自能源行业,主要受地缘冲突推动能源价格上涨的提振。金融行业也是美国和欧洲盈利增长的重要推动力,科技行业同样贡献显著。

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