开局不利！美股财报季凶多吉少，赢家和输家又会是谁_老虎社区_美港股上老虎

开局不利！美股财报季凶多吉少，赢家和输家又会是谁

第一财经2022-07-17

马拉松资产管理公司CEO理查兹认为系统性违约的潜在风险大增。美股二季度财报季本周拉开帷幕，美国四大行摩根大通、摩根士丹利、花旗、富国银行率先开局，然而四大行中，仅花旗一家营收超出华尔街预期，其他大行净利润均两位数下滑，跌幅在28%~48%。今年4-6月，美国企业面临前所未有的多重挑战：通胀高企；美联储猛踩油门，启动数十年来最猛加息周期；经济衰退声浪此起彼伏；美股震荡不止深陷熊市。在这样的背景下此次...

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笨开心
·2022-07-18
漂亮国改变作风，才能从根本解决问题！改掉傲慢，霸权，威胁，压榨，欺骗，胁迫，双标，歧视，对抗，迫害，制造混乱等恶习！与其他国家打造命运共同体！他国才能放掉戒心，互惠互利，共同发展…！反之亦然…！
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Richards）也表示，企业在材料成本、员工薪资、生产制造、服务投入等方面都受到挤压，另一方面，随着利率上行、借贷成本上升，企业营收增长也会逐步放缓甚至倒退。由于成本增加，企业的多项评级会遭下调，系统性违约的潜在风险大增。券商OANDA高级市场分析师莫亚（Edward Moya）告诉第一财经记者，企业面临的最大风险就是通胀持续高烧迫使美联储于未来数月激进紧缩，引发全球经济衰退。强美元影响避险情绪升温及加息预期渐强，资金追捧美元，今年以来美元延续火爆行情。12日，衡量美元对六种主要货币的美元指数站上108，创2002年10月以来新高，今年以来美元已累计上涨13%。莫亚指出，对大型跨国企业来说，外汇逆风因素将成财报季的一大焦点，预计强势美元将使许多企业的收入和利润减少。事实上，微软已于6月初下调业绩指引，预计外汇波动令二季度营收减少4.6亿美元，下调营收指引区间至519.4-527.4亿美元，下调每股盈利区间至2.24-2.32美元。不过，安德森提供了另一种角度。“许多人会说，在企业面临的所有潜在问题中，强美元相对来说没那么糟糕，因为强势美元意味着外界对美国经济前景具有信心。”他说。赢家和输家据金融数据公司FactSet的测算，银行板块将成二季度最大输家，拖累整体盈利表现。该机构预计，今年二季度银行股盈利将同比下滑25.2%，原因是相较于去年同期，银行将大幅增加贷款损失拨备。如不计入该板块，标普500指数成分股盈利将同比增长11.2%。已经放榜的四大行上季共新增近15亿美元的贷款损失拨备。据FactSet的测算，标普500指数成分股当中有18只银行股，将在报告期内合共增加45亿美元的贷款损失拨备，而去年同期，银行业则是减少坏账拨备74亿美元。该机构预计，今年剩下时间，银行股盈利增长可能继续受到拨备增长的负面影响。而在标普500指数11个板块当中，能源板块将成领头羊，贡献最大营收和盈利涨幅。如不计入该板块，标普500指数成分股盈利将同比下降4.8%。据FactSet的测算，二季度能源股营收将较一季度增长48.2%，为所有板块中增速最快的，期内油价上涨提振能源股盈利表现，WTI原油期货平均价格较去年同期上涨64%，预计能源股盈利将同比暴增255.4%。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":686956521,"gmtCreate":1658097322464,"gmtModify":1704868873995,"author":{"id":"4120436153082010","authorId":"4120436153082010","name":"笨开心","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4120436153082010","authorIdStr":"4120436153082010"},"htmlText":"漂亮国改变作风，才能从根本解决问题！改掉傲慢，霸权，威胁，压榨，欺骗，胁迫，双标，歧视，对抗，迫害，制造混乱等恶习！与其他国家打造命运共同体！他国才能放掉戒心，互惠互利，共同发展…！反之亦然…！","listText":"漂亮国改变作风，才能从根本解决问题！改掉傲慢，霸权，威胁，压榨，欺骗，胁迫，双标，歧视，对抗，迫害，制造混乱等恶习！与其他国家打造命运共同体！他国才能放掉戒心，互惠互利，共同发展…！反之亦然…！","text":"漂亮国改变作风，才能从根本解决问题！改掉傲慢，霸权，威胁，压榨，欺骗，胁迫，双标，歧视，对抗，迫害，制造混乱等恶习！与其他国家打造命运共同体！他国才能放掉戒心，互惠互利，共同发展…！反之亦然…！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/686956521","repostId":2251749618,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7560409,"gmtCreate":1658798993112,"gmtModify":1658798997059,"authorId":4117969391945940,"author":{"id":4117969391945940,"idStr":"4117969391945940","authorId":4117969391945940,"name":"陈文红","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":686956521,"type":1,"supId":0,"prevId":0,"content":"学<u>习</u>","text":"学<u>习</u>","html":"学<u>习</u>"},{"id":7560381,"gmtCreate":1658798377501,"gmtModify":1658798381979,"authorId":3573203609995210,"author":{"id":3573203609995210,"idStr":"3573203609995210","authorId":3573203609995210,"name":"樱桃草莓","avatar":"https://static.tigerbbs.com/9b9f44ba197c69d635e6c28ea5af80e9","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":686956521,"type":1,"supId":0,"prevId":0,"content":"<span 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