【高盛策略师:欧洲斯托克600三季度盈利预期高企】高盛策略师表示,在三季度财报季开启前,分析师对欧洲企业盈利增长抱有较高预期。由彼得・奥本海默与莎伦・贝尔牵头的团队称,市场一致预期斯托克欧洲 600 指数成分股三季度每股收益同比增长 25%。他们提到,市场对该指数成分股下半年每股收益同比增长的一致预期为 22%。策略师表示,强劲增长主要得益于大宗商品生产商受益于能源价格走高,同时存在 “有利基数效应以及其他一次性因素”。
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