在关税阴影笼罩市场的背景下,投资者对前瞻性指引的关注远超财务数据本身。目前看来,企业管理层的发言更多地指向了持续性担忧,认为政策的反复无常正在损害增长前景。有分析指出,公司本季度可能不会下调全年财务预期,但如果未来90天内没有达成关税协议并获得明确的解决方案,那么这可能只是时间早晚的问题。美股财报季拉开帷幕,管理层对未来的预测至关重要。在全球贸易局势反复无常的背景下,随着美股财报季的到来,投资者...
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