【花旗策略师:科技股将推动美国企业盈利超预期】花旗策略师表示,受科技股带动,预计美国第三季度盈利超预期的企业占比将高于第二季度。由理查德·施拉特与戴维·周领衔的团队称,其模型预测罗素1000成分股中有66.2%盈利超出预期,而第二季度该比例为60.9%。科技板块或是最大贡献板块,超预期比例超过88%;其次是医疗保健板块与工业板块。策略师认为盈利利好将集中在大盘股。分析师预计,受能源与科技板块上调盈利预期推动,标普500指数成分股第三季度盈利同比增幅约30%。
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