摩根士丹利：科技公司财报对股市的影响将超过伊朗战争的影响
Odaily星球日报讯 摩根士丹利策略师表示，强劲的美国企业盈利，尤其是蓬勃发展的科技行业，掩盖了人们对中东冲突可能对股市造成压力的担忧。迈克尔·威尔逊领导的团队在一份报告中写道，过去一个月，标普 500 指数的盈利预期在多个时间段内均有所上调。第二季度盈利预期上调了 2%，2026 年全年及未来 12 个月的盈利预期分别上调了 3%和 4%。(金十)
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
Related Flash News
TechFlow•11h agoA whale deposited 2 million USDC into HyperLiquid and added a short position in SP500, resulting in a floating loss of $2.19 million
Odaily•17h agoMicron Technology's (MU) total OI holdings on Hyperliquid surpassed gold to $145 million
Odaily•5d agoA trader shorted the Nasdaq and S&P 500 with high leverage, with an unrealized loss of more than $1.9 million
ChainCatcher•5d agoThe S&P 500 and Nasdaq rose for the sixth consecutive week, marking the longest winning streak in 2024
Odaily•5d agoBank of America: U.S. stocks are moving towards four consecutive double-digit gains, and materials stocks are expected to become the next strong sector
ChainCatcher•5d agoTrump: S&P 500 index breaks 7,300 points to reach a new high
ChainCatcher•6d agoThe S&P 500 and Nasdaq briefly turned lower
ChainCatcher•6d agoTom Lee: AI US stocks still have room to rise, and the S&P 500 may reach 7700 by the end of this year
Odaily•7d agoU.S. stocks opened mixed in the crypto sector, with Strategy (MSTR) down more than 2%
Odaily•7d agoAffected by the clarity of the situation in the United States and Iran, the futures of the three major U.S. stock indexes rose in the short term