美股“加息劫”：杀完估值、杀业绩？

华尔街见闻2022-09-21

摘要：美联储暴利加息加剧经济衰退风险，正面冲击企业盈利能力。华尔街预计美股尚未合理定价，或将在年内跌至新低。为期两日的美联储FOMC议息会议已于周二拉开帷幕，目前市场基本完全计价入加息75个基点，押注四十年来最大加息幅度100基点的可能性也在升温，已接近20%。对此美股市场难掩悲观预期，隔夜美股齐跌1%至两月新低，科技芯片股普跌。由于美国通胀高烧不退，市场预期美联储暴利加息箭在弦上，高利率致使...

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