分析师对美国企业盈利预期上调势头终结通胀与高利率引发担忧

格隆汇
Sep 23
随着市场担忧通胀和利率上升将侵蚀企业利润,股票分析师数月来首次对美国企业盈利前景转为净悲观。花旗集团的一项指数显示,下调企业盈利预期的分析师人数23周来首次超过上调预期的人数,从而结束了自2021年9月以来持续时间最长的一轮盈利预期上调周期。摩根士丹利策略师MichaelWilson本周早些时候警告称,如果股票估值延续近期下滑势头,同时能源价格进一步上涨促使货币政策收紧,标普500指数可能面临最多7%的跌幅。

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