大摩大淡友:企業季績勝預期不足以推高標指
華爾街著名大淡友、大摩(MS.US)分析師Michael Wilson表示,僅靠企業季績勝預期不足推升標普500指數,考慮到股票估值上升、利率上升及市場流動性減少,企業的業務指引將比往常來得更加重要。
他補充,預計分析師將會進一步下調下半年盈利預測,因此股市未來走勢的關鍵將取決於企業季度指引,而不是業績的本身。
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