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大摩料美企盈利將跌16% 年底標指低見3,900點
阿思達克 06-05 10:13
大摩(MS.US)預計,企業盈利突然回落將導致美國股市升勢結束,因此看好看好日本、台灣及南韓股市,並建議增持發達市場政府債券,包括長期美債及美元。 大摩料標普500指數成分股公司的每股盈利今年將下降16%,認為市場流動性不斷惡化或對未來3個月股票估值帶來下行壓力,但隨著收入增長放緩及利潤率進一步收縮,預計企業未來的每股盈利將令人失望,今年底標普500指數將跌至3,900點,相對上周五收市處於4,282點。
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