高盛削標普500指數企業盈利預測
高盛(GS.US)下調標普500指數截至2024年的每年盈利預測,認為第三季企業利潤率下跌顯示未來前景會更差,估計在剔除能源股後標普500指數的企業利潤率將在今年收縮86個點子,明年再下降50個點子,回到2019年疫情前的11.3%水平。
高盈表示,上季企業利潤率下跌是自疫情爆發以來的首次,預計明年盈利增長只會按年持平,此前預測為增長3%。不過仍然將今明兩年年底的標普500指數目標價維持在3,600點及4,000點不變。
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