【美股七巨头盈利增长放缓 标普500指数涨势面临威胁】迄今为止,七巨头中已有五家公布业绩,亚马逊定于周四公布,英伟达预计将在本月晚些时候公布。七巨头提振了标普500指数的盈利增长和股票回报,它们约占该基准指数的三分之一。过去两年,该指数超过一半的涨幅来自于这些企业,但随着支出的增长,它们的利润增长正在减速。从远期市盈率来看,七巨头比标普500指数整体溢价40%,因此这些担忧对其高估值构成威胁。这一溢价水平已经在收窄,低于2023年70%的峰值。

金融界
06 Feb
迄今为止,七巨头中已有五家公布业绩,亚马逊定于周四公布,英伟达预计将在本月晚些时候公布。七巨头提振了标普500指数的盈利增长和股票回报,它们约占该基准指数的三分之一。过去两年,该指数超过一半的涨幅来自于这些企业,但随着支出的增长,它们的利润增长正在减速。从远期市盈率来看,七巨头比标普500指数整体溢价40%,因此这些担忧对其高估值构成威胁。这一溢价水平已经在收窄,低于2023年70%的峰值。

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