美股回购规模创纪录，全靠这5家公司

智通财经2023-03-09

摩根大通策略师表示，今年美国企业宣布的回购计划正以创纪录的速度进行，不过在2610亿美元的回购计划中，超过三分之二的回购计划仅分布在五家公司。Dubravko Lakos-Bujas领导的团队在一份报告中写道，雪佛龙以750亿美元的回购额领先，其次是Meta(400亿美元)、高盛(300亿美元)和Booking Holdings和赛富时(各200亿美元)。不过，该行策略师指出，尽管今年迄今为止宣布...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

凯瑞昂
2023-03-09
凯瑞昂
与Facebook无关，为什么要挂在这里呢？

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2318267778?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","is_english":false,"pubTime":"2023-03-09 21:23","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2318267778","market":"us","top_or_hot":-1,"title":"美股回购规模创纪录，全靠这5家公司","media":"智通财经","content":"<div>\n<p>摩根大通策略师表示，今年美国企业宣布的回购计划正以创纪录的速度进行，不过在2610亿美元的回购计划中，超过三分之二的回购计划仅分布在五家公司。Dubravko Lakos-Bujas领导的团队在一份报告中写道，雪佛龙以750亿美元的回购额领先，其次是Meta(400亿美元)、高盛(300亿美元)和Booking Holdings和赛富时(各200亿美元)。不过，该行策略师指出，尽管今年迄今为止宣布...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/889419.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","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>美股回购规模创纪录，全靠这5家公司</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股回购规模创纪录，全靠这5家公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-09 21:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/889419.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通策略师表示，今年美国企业宣布的回购计划正以创纪录的速度进行，不过在2610亿美元的回购计划中，超过三分之二的回购计划仅分布在五家公司。Dubravko Lakos-Bujas领导的团队在一份报告中写道，雪佛龙以750亿美元的回购额领先，其次是Meta(400亿美元)、高盛(300亿美元)和Booking Holdings和赛富时(各200亿美元)。不过，该行策略师指出，尽管今年迄今为止宣布...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/889419.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CRM","symbol_name":"赛富时","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/889419.html","article_id":"2318267778","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2318267778","pubTimestamp":1678368190,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"摩根大通策略师表示，今年美国企业宣布的回购计划正以创纪录的速度进行，不过在2610亿美元的回购计划中，超过三分之二的回购计划仅分布在五家公司。Dubravko Lakos-Bujas领导的团队在一份报","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"CRM":"赛富时","META":"Meta Platforms, Inc.","GS":"高盛","BKNG":"Booking Holdings","CVX":"雪佛龙"},"translate_title":"The scale of US stock repurchase is a record, relying on these five companies","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/396bb1eedaef525ad54c5eec031a0970","symbols_score_info":{"BKNG":0.9,"CRM":0.9,"CVX":0.9,"GS":0.9,"META":0.9},"content_text":"摩根大通策略师表示，今年美国企业宣布的回购计划正以创纪录的速度进行，不过在2610亿美元的回购计划中，超过三分之二的回购计划仅分布在五家公司。Dubravko Lakos-Bujas领导的团队在一份报告中写道，雪佛龙以750亿美元的回购额领先，其次是Meta(400亿美元)、高盛(300亿美元)和Booking Holdings和赛富时(各200亿美元)。不过，该行策略师指出，尽管今年迄今为止宣布的回购计划屡创新高，但执行数量一直在下降。去年第四季度股票回购减少了20%，自去年第一季度以来，回购速度有所放缓。过去十年，回购一直是美国股票需求的一个关键来源。但鉴于当前经济增长的不确定性，同时回购成为了拜登政府增税的目标，企业可能会寻求保留现金。摩根大通策略师表示，过去12个月，标普500指数成份股公司宣布的股票回购总额为8530亿美元，相比之下，2019年5月的峰值约为1万亿美元。其他观点另外，摩根大通还对美国上市公司的第四季度业绩表现发表了观点。该行策略师认为，美国第四季度财报季并没有想象中的那么糟糕，但证实了企业基本面正在出现裂痕。标普500指数成分股公司中，有64%的公司的第四季度业绩超出了预期，低于过去四季度70%的平均水平。报告还指出，每股收益继续向下修正，2023年每股收益向下修正8美元至222美元。该行策略师认为，下半年的盈利预期仍然过高，利润率上升的预期与劳动力成本的粘性、资本成本压力的上升以及需求放缓的风险相矛盾。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":627249556,"gmtCreate":1678373866375,"gmtModify":1678373868089,"author":{"id":"3453412771192240","authorId":"3453412771192240","name":"凯瑞昂","avatar":"https://static.tigerbbs.com/8d3c623b92b9d36252abd7d1fa6b3aba","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3453412771192240","authorIdStr":"3453412771192240"},"htmlText":"与Facebook无关，为什么要挂在这里呢？","listText":"与Facebook无关，为什么要挂在这里呢？","text":"与Facebook无关，为什么要挂在这里呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627249556","repostId":2318267778,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2318267778"}