【平安证券：Q1美股整体业绩盈利超预期 TMT板块领涨】智通财经APP获悉，平安证券发布研究报告称，2024Q1标普500指数盈利增速边际提升。

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【平安证券：Q1美股整体业绩盈利超预期 TMT板块领涨】智通财经APP获悉，平安证券发布研究报告称，2024Q1标普500指数盈利增速边际提升。TMT为盈利主要贡献，能源、医疗、材料为主要拖累。目前美国经济基本面仍保持较强韧性，美股盈利仍有一定支撑，叠加大选年下执政党追求连任时会对股市有维护上涨态势的需求，整体来看，全年美股并不悲观。但同时也需警惕短期降息预期“折返跑”带来的美股波动，建议回调充分...

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