大摩预测：美企盈利今年将暴跌16%，标普500还将下跌9%

环球市场播报2023-06-05

摩根士丹利的策略师预计，与当前华尔街普遍预期的相反，企业盈利的突然回落将给美国股市的反弹踩下刹车。　　摩根士丹利以安德鲁·希茨（Andrew Sheets）为首的策略师预计，标普500指数成份股今年的每股盈利将下降16%。这是目前华尔街最悲观的预测之一，与高盛集团等的乐观预测形成鲜明对比，后者预计今年盈利将温和增长。　　摩根士丹利策略师在周日发布的一份报告中写道：“我们认为，美国企业盈利现在...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2341092861?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2023-06-05 09:56","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2341092861","market":"hk","top_or_hot":-1,"title":"大摩预测：美企盈利今年将暴跌16%，标普500还将下跌9%","media":"环球市场播报","content":"<div>\n<p>摩根士丹利的策略师预计，与当前华尔街普遍预期的相反，企业盈利的突然回落将给美国股市的反弹踩下刹车。\n　　摩根士丹利以安德鲁·希茨（Andrew Sheets）为首的策略师预计，标普500指数成份股今年的每股盈利将下降16%。这是目前华尔街最悲观的预测之一，与高盛集团等的乐观预测形成鲜明对比，后者预计今年盈利将温和增长。\n　　摩根士丹利策略师在周日发布的一份报告中写道：“我们认为，美国企业盈利现在...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-06-05/doc-imywfauh5366182.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大摩预测：美企盈利今年将暴跌16%，标普500还将下跌9%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大摩预测：美企盈利今年将暴跌16%，标普500还将下跌9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-05 09:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2023-06-05/doc-imywfauh5366182.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利的策略师预计，与当前华尔街普遍预期的相反，企业盈利的突然回落将给美国股市的反弹踩下刹车。\n　　摩根士丹利以安德鲁·希茨（Andrew Sheets）为首的策略师预计，标普500指数成份股今年的每股盈利将下降16%。这是目前华尔街最悲观的预测之一，与高盛集团等的乐观预测形成鲜明对比，后者预计今年盈利将温和增长。\n　　摩根士丹利策略师在周日发布的一份报告中写道：“我们认为，美国企业盈利现在...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-06-05/doc-imywfauh5366182.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1162221912.USD","symbol_name":"FRANKLIN INCOME \"A\" (USD) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-06-05/doc-imywfauh5366182.shtml","article_id":"2341092861","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/usstock/c/2023-06-05/doc-imywfauh5366182.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2341092861","pubTimestamp":1685930160,"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"摩根士丹利的策略师预计，与当前华尔街普遍预期的相反，企业盈利的突然回落将给美国股市的反弹踩下刹车。\n　　摩根士丹利以安德鲁·希茨（Andrew Sheets）为首的策略师预计，标普500指数成份股今年","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161125":"标普500","513500":"标普500ETF","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4127":"投资银行业与经纪业","OEF":"标普100指数ETF-iShares","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","SSO":"两倍做多标普500ETF","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","MS":"摩根士丹利","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0106831901.USD":"贝莱德世界金融基金A2","OEX":"标普100",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","SDS":"两倍做空标普500ETF","SH":"标普500反向ETF","IVV":"标普500指数ETF","LU0971096721.USD":"富达环球金融服务 A","SPXU":"三倍做空标普500ETF","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4559":"巴菲特持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4588":"碎股","BK4550":"红杉资本持仓","UPRO":"三倍做多标普500ETF","SPY":"标普500ETF","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK4581":"高盛持仓","BK4504":"桥水持仓","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H"},"translate_title":"Morgan Stanley predicts that US corporate profits will plummet by 16% this year, and the S&P 500 will fall by 9%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161125":0.6,"513500":0.6,"SPY":1,"ESmain":1,"MS":1,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SSO":0.6,"UPRO":0.6,".SPX":0.6,"IVV":0.6},"content_text":"摩根士丹利的策略师预计，与当前华尔街普遍预期的相反，企业盈利的突然回落将给美国股市的反弹踩下刹车。\n　　摩根士丹利以安德鲁·希茨（Andrew Sheets）为首的策略师预计，标普500指数成份股今年的每股盈利将下降16%。这是目前华尔街最悲观的预测之一，与高盛集团等的乐观预测形成鲜明对比，后者预计今年盈利将温和增长。\n　　摩根士丹利策略师在周日发布的一份报告中写道：“我们认为，美国企业盈利现在面临下行风险。不断恶化的流动性背景可能会在未来三个月给股票估值带来下行压力，随着营收增长放缓和利润率进一步收缩，我们预计每股收益也将令人失望。”\n　　摩根士丹利预计，今年标普500成份股公司的每股盈利为185美元，而华尔街分析师的预测中值为206美元。希茨的团队预计该指数年底将收于3900点，较上周五收盘的4282.37点下跌近9%。\n　　摩根士丹利的策略师建议，通过持有美元指数、发达市场投资级债券和防御性股票来进行防御性配置，并预计在宏观经济向好的支撑下，亚洲股市将出现增长。\n\n炒股开户享福利，送投顾服务60天体验权，一对一指导服务！\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2341092861"}