奥本海默:上调标普500指数每股盈利预测,维持年底目标8100点

格隆汇
Oct 20
奥本海默将标普500指数2026年每股盈利预测由305美元上调至365美元,反映同比增长近36%。目前已有45家标普500指数成份股公布本轮业绩,盈利及销售分别同比增长约47%及14%。该行维持对标普500指数于2026年底目标为8100点。奥本海默资产管理首席投资策略师John Stoltzfus表示,预期另一个优于预期的季度即将出现。他指出,基于近期数季的经济及企业基本因素,以及人工智能被企业及消费者加速采用所带来的重大创新,股市于年底前或仍有进一步上升空间。

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