“解放日”後美股首個財報季下週開幕
格隆匯7月9日|美國公司正準備公佈第二季度業績,投資者將從中尋找特朗普關稅政策帶來的影響。儘管預計企業的盈利增長將較一季度放緩,但美元大幅貶值或能幫助抵消可能的關稅效應。7月15日,摩根大通和幾家大型銀行將率先拉開財報季序幕。
Chase Investment Counsel總裁Peter Tuz表示,鑑於貿易談判仍在進行中,關稅可能再次成爲許多公司財報會議上的話題。DataTrek聯合創始人Nicholas Colas表示,對於許多標普500指數成分股公司來說,預期門檻足夠低,以至於它們的第二季度盈利增長有望遠好於預期。標普500指數最近創下歷史新高“表明市場對此持有同樣的看法”。
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