股票回購增多 美股還能漲
據相關媒體援引對投資者和分析師的採訪報道稱,現金充裕的公司將刺激從資本設備到股票回購的支出,並令投資者相信未來股市將繼續上漲。
截至2021年第二季度末,標普500指數成份股公司持有的現金和短期投資爲1.98萬億美元,遠高於2019年12月31日疫情爆發前的1.50萬億美元。
高盛最近在一份研究報告中指出,預計到2021年,這些公司將把現金支出提高至28億美元,主要用於資本支出、併購和其他類型的投資。
截至7月,標普500指數成份股公司已批準超過6800億美元的股份回購,爲2018年以來最高水平。
部分分析師認爲,盈利增長和資本回報將使股市在2023年前保持強勁。據悉,在上週,高盛將標普500指數在2021年底的目標點位由4300點上調至4700點,因爲預期公司投資和股東資本回報率將提高。
Clearbridge投資策略師Jeff Schulze表示,美國經濟復甦可能推動近幾十年來最強勁的資本投資週期之一。
Schulze稱:“在我看來,擁有足夠的現金,不僅可以推動股票回購,還可以通過資本支出計劃實現未來的增長。”
據瞭解,近幾周多家公司宣佈了股票回購計劃:Wayfair(W.US)宣佈了10億美元的股票回購計劃;雪佛龍(CVX.US)恢復了30億美元的股票回購承諾;塞拉尼斯(CE.US)批準了10億美元的股票回購;Baker Hughes(BKR.US)實施了20億美元的股票回購計劃。
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