The U.S. stock earnings season is about to kick off
高盛预计，在美国名义 GDP 稳健增长和美元走软的背景下，美股营收增长将超过 6%，但利润率扩张幅度预计较为温和。大型云服务提供商在人工智能领域的资本支出仍是关键驱动因素。 自 2023 年第一季度以来，标普 500 指数每个季度都超过了市场普遍预期。
高盛预计，在美国名义 GDP 稳健增长和美元走软的背景下，美股营收增长将超过 6%，但利润率扩张幅度预计较为温和。大型云服务提供商在人工智能领域的资本支出仍是关键驱动因素。
自 2023 年第一季度以来，标普 500 指数每个季度都超过了市场普遍预期。
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