美股Q2财报季三大关键词：劳动力市场、消费和AI

华尔街见闻08-16

美股Q2财报季已经进入尾声，AI投资仍是科技巨头的讨论焦点，美国经济衰退担忧为本财报季蒙上了一层阴影，劳动力市场降温、消费放缓对企业业绩造成了压力。根据高盛最新研报，标普500指数Q2业绩整体好于预期。截至8月13日，已有456家公司公布了第二季度的业绩，这些公司代表了标普500指数总市值的87%。财报季开始时，华尔街共识预期年度每股收益（EPS）将增长9%，随着报告季节临近结束，该预期已经上升...

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href=https://wallstreetcn.com/articles/3724365><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股Q2财报季已经进入尾声，AI投资仍是科技巨头的讨论焦点，美国经济衰退担忧为本财报季蒙上了一层阴影，劳动力市场降温、消费放缓对企业业绩造成了压力。\n根据高盛最新研报，标普500指数Q2业绩整体好于预期。截至8月13日，已有456家公司公布了第二季度的业绩，这些公司代表了标普500指数总市值的87%。财报季开始时，华尔街共识预期年度每股收益（EPS）将增长9%，随着报告季节临近结束，该预期已经上升...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3724365\">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":"BK4550","symbol_name":"红杉资本持仓","start_time":0,"source_url":"https://wallstreetcn.com/articles/3724365","article_id":"2459689293","we_media_id":null,"thumbnails":["https://wpimg-wscn.awtmt.com/f8b4694d-32e2-4bd6-b1df-4fde878cd536.jpeg"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3724365","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2459689293","pubTimestamp":1723799799,"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"新财报季传达向市场传达了三大信息：美国劳动力市场仍然健康，消费存在较强韧性，未来科技巨头或继续加码AI投资。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4550":"红杉资本持仓","BK4588":"碎股","BK4552":"Archegos爆仓风波概念","SDS":"两倍做空标普500ETF","IE00B19Z3B42.SGD":"Legg 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Platforms），这些公司的AI产品和服务需求以及AI投资计划受到了投资者的密切关注。\n科技巨头财报公布强劲的财报后，市场将它们2025年的资本支出和研发预算的共识预测上调了3%。\n此外，报告还强调了AI基础设施公司，包括数据中心REITs、公用事业公司和半导体制造商，它们从AI技术持续投资中受益。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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