摩根大通:美欧企业Q2盈利表现强劲,超预期企业比例显著提升

格隆汇
Aug 09
摩根大通表示,第二季度财报季已接近尾声,目前美国和欧洲约80%-85%的企业已公布财报,整体盈利表现明显强于市场预期。 数据显示,美国和欧洲企业均出现大规模EPS(每股收益)超预期情况,超出市场预期的企业比例较此前明显提升。尽管财报季开始前,市场估值和盈利预期已处于较高水平,但标普500指数成分股综合EPS仍持续上调,盈利预期下调企业比例已降至2021年以来最低水平。 从区域来看,美国和欧洲企业盈利同比增速分别达到25%和23%,均超过市场一致预期;收入同比增长分别达到14%和10%,显示企业营收增长依然保持稳健。 行业方面,摩根大通表示,能源行业是推动两大地区盈利增长的重要因素之一,主要受地缘冲突推动能源价格上涨影响。此外,金融行业和科技行业也对整体盈利增长贡献显著。

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