【关税冲击企业展望 CEO愁云惨淡堪比金融危机】金十数据4月23日讯,自金融危机以来,美国企业在财报会议中对经济状况的看法从未如此低迷。据美国银行对首批电话会议的分析,本季对宏观经济状况的正面与负面评论之比远低于平均水平,有望创下2009年以来最差比例。资深市场策略师Jim Paulsen说:“几乎所有企CEO都在下调前景展望。”据相关数据显示,本季度迄今为止,标普500指数中27%的公司削减了2025年的指引,只有9%上调了展望。花旗数据显示,汽车制造商的预期最为黯淡,4月平均将未来12个月的盈利前景下调了约9%。生产食品和大宗消费品等生活必需品的公司则最为乐观,将预期上调了1%以上。
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