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DanielTse
05-15
你兄弟？ [笑哭]
DanielTse
04-22
科技公司下调盈利指引基本是确定的吧，就看市场反应了
科技巨头财报密集来袭！揭示美股已“触底”，或预示更大跌幅？
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href=\"http://www.zhitongcaijing.com/content/detail/1282083.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1282083.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2529391376","content_text":"智通财经APP获悉，本周，超百家标普500指数成分股公司即将公布第一季度财报。在特朗普政府政策不断变动的背景下，投资者将密切关注各公司的业绩展望。其中，科技股成为焦点。在关税引发的市场下跌潮中，科技股领跌市场，“七巨头”股价，较近期52周高点均已下跌23%或更多。鉴于过去一个月市场已大幅下挫，多位华尔街策略师指出，观察大型公司财报发布次日的股价反应，将成为判断市场是否触底的关键信号。花旗股票策略师斯科特·克罗纳特在财报季来临前给客户的报告中写道：“第一季度财报季的重要性，在于当企业管理层开始解读关税影响时，能让我们看清个股价格中已反映了哪些信息。”谷歌母公司Alphabet(GOOGL.US)和特斯拉(TSLA.US)本周将公布财报。这家搜索巨头的股价较近期52周高点已下跌近29%;特斯拉股价更是较近期52周高点暴跌约54%。特斯拉股价或许已消化了相当一部分利空消息。其一季度交付量令人失望，且在过去四个月里，2025年全年盈利预期已下调约20%。但在周二财报发布前，市场仍存疑问：其股价是否已跌至合理低位?Fundstrat首席研究官汤姆·李在周一给客户的报告中写道，特斯拉周二盘后财报发布后的股价表现，将“告诉我们股市中的关键股票是否已‘跌无可跌’”。Truist联席首席投资官基思·勒纳表示，过去一个月的股市抛售，源于市场预期特朗普关税政策将导致企业盈利前景恶化。他认为，这使得即将公布的财报，重点不在于企业说了什么，而在于股价如何“反应”。勒纳称，投资者早已预期企业会下调盈利指引。但如果一家公司真的下调指引，股价却不跌反涨，这将是一个重要信号，表明利空消息已被充分消化。“在我们看来，这就是关键所在。”勒纳说道。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":421013379108976,"gmtCreate":1743817700304,"gmtModify":1743821114884,"author":{"id":"3493946660788701","authorId":"3493946660788701","name":"DanielTse","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493946660788701","authorIdStr":"3493946660788701"},"themes":[],"htmlText":"特朗普的行为太恐怖了，一定会在后人的历史上留下浓墨重彩的一笔，在历史大多数的和平发展时期，一定会被众多人唾骂","listText":"特朗普的行为太恐怖了，一定会在后人的历史上留下浓墨重彩的一笔，在历史大多数的和平发展时期，一定会被众多人唾骂","text":"特朗普的行为太恐怖了，一定会在后人的历史上留下浓墨重彩的一笔，在历史大多数的和平发展时期，一定会被众多人唾骂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421013379108976","repostId":"1102499114","repostType":2,"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435336651378776,"gmtCreate":1747323833574,"gmtModify":1747324789397,"author":{"id":"3493946660788701","authorId":"3493946660788701","name":"DanielTse","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493946660788701","authorIdStr":"3493946660788701"},"themes":[],"htmlText":"你兄弟？ [笑哭]","listText":"你兄弟？ [笑哭]","text":"你兄弟？ [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435336651378776","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427250073198968,"gmtCreate":1745332837729,"gmtModify":1745333538697,"author":{"id":"3493946660788701","authorId":"3493946660788701","name":"DanielTse","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493946660788701","authorIdStr":"3493946660788701"},"themes":[],"htmlText":"科技公司下调盈利指引基本是确定的吧，就看市场反应了","listText":"科技公司下调盈利指引基本是确定的吧，就看市场反应了","text":"科技公司下调盈利指引基本是确定的吧，就看市场反应了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427250073198968","repostId":"2529391376","repostType":4,"repost":{"id":"2529391376","kind":"news","pubTimestamp":1745296028,"share":"https://www.laohu8.com/m/news/2529391376?lang=&edition=full","pubTime":"2025-04-22 12:27","market":"us","language":"zh","title":"科技巨头财报密集来袭！揭示美股已“触底”，或预示更大跌幅？","url":"https://stock-news.laohu8.com/highlight/detail?id=2529391376","media":"智通财经","summary":"在关税引发的市场下跌潮中，科技股领跌市场，“七巨头”股价，较近期52周高点均已下跌23%或更多。这家搜索巨头的股价较近期52周高点已下跌近29%;特斯拉股价更是较近期52周高点暴跌约54%。特斯拉股价或许已消化了相当一部分利空消息。他认为，这使得即将公布的财报，重点不在于企业说了什么，而在于股价如何“反应”。勒纳称，投资者早已预期企业会下调盈利指引。","content":"<html><head></head><body><p>智通财经APP获悉，本周，超百家<a href=\"https://laohu8.com/S/161125\">标普500</a>指数成分股公司即将公布第一季度财报。在特朗普政府政策不断变动的背景下，投资者将密切关注各公司的业绩展望。其中，科技股成为焦点。在关税引发的市场下跌潮中，科技股领跌市场，“七巨头”股价，较近期52周高点均已下跌23%或更多。鉴于过去一个月市场已大幅下挫，多位华尔街策略师指出，观察大型公司财报发布次日的股价反应，将成为判断市场是否触底的关键信号。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/129705acd350cbc72934933df96e02ff\" tg-width=\"651\" tg-height=\"514\"/></p><p>花旗股票策略师斯科特·克罗纳特在财报季来临前给客户的报告中写道：“第一季度财报季的重要性，在于当企业管理层开始解读关税影响时，能让我们看清个股价格中已反映了哪些信息。”</p><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet(GOOGL.US)和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)本周将公布财报。这家搜索巨头的股价较近期52周高点已下跌近29%;特斯拉股价更是较近期52周高点暴跌约54%。</p><p>特斯拉股价或许已消化了相当一部分利空消息。其一季度交付量令人失望，且在过去四个月里，2025年全年盈利预期已下调约20%。但在周二财报发布前，市场仍存疑问：其股价是否已跌至合理低位?</p><p>Fundstrat首席研究官汤姆·李在周一给客户的报告中写道，特斯拉周二盘后财报发布后的股价表现，将“告诉我们股市中的关键股票是否已‘跌无可跌’”。</p><p>Truist联席首席投资官基思·勒纳表示，过去一个月的股市抛售，源于市场预期特朗普关税政策将导致企业盈利前景恶化。他认为，这使得即将公布的财报，重点不在于企业说了什么，而在于股价如何“反应”。</p><p>勒纳称，投资者早已预期企业会下调盈利指引。但如果一家公司真的下调指引，股价却不跌反涨，这将是一个重要信号，表明利空消息已被充分消化。</p><p>“在我们看来，这就是关键所在。”勒纳说道。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>科技巨头财报密集来袭！揭示美股已“触底”，或预示更大跌幅？</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1282083.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1282083.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2529391376","content_text":"智通财经APP获悉，本周，超百家标普500指数成分股公司即将公布第一季度财报。在特朗普政府政策不断变动的背景下，投资者将密切关注各公司的业绩展望。其中，科技股成为焦点。在关税引发的市场下跌潮中，科技股领跌市场，“七巨头”股价，较近期52周高点均已下跌23%或更多。鉴于过去一个月市场已大幅下挫，多位华尔街策略师指出，观察大型公司财报发布次日的股价反应，将成为判断市场是否触底的关键信号。花旗股票策略师斯科特·克罗纳特在财报季来临前给客户的报告中写道：“第一季度财报季的重要性，在于当企业管理层开始解读关税影响时，能让我们看清个股价格中已反映了哪些信息。”谷歌母公司Alphabet(GOOGL.US)和特斯拉(TSLA.US)本周将公布财报。这家搜索巨头的股价较近期52周高点已下跌近29%;特斯拉股价更是较近期52周高点暴跌约54%。特斯拉股价或许已消化了相当一部分利空消息。其一季度交付量令人失望，且在过去四个月里，2025年全年盈利预期已下调约20%。但在周二财报发布前，市场仍存疑问：其股价是否已跌至合理低位?Fundstrat首席研究官汤姆·李在周一给客户的报告中写道，特斯拉周二盘后财报发布后的股价表现，将“告诉我们股市中的关键股票是否已‘跌无可跌’”。Truist联席首席投资官基思·勒纳表示，过去一个月的股市抛售，源于市场预期特朗普关税政策将导致企业盈利前景恶化。他认为，这使得即将公布的财报，重点不在于企业说了什么，而在于股价如何“反应”。勒纳称，投资者早已预期企业会下调盈利指引。但如果一家公司真的下调指引，股价却不跌反涨，这将是一个重要信号，表明利空消息已被充分消化。“在我们看来，这就是关键所在。”勒纳说道。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
