财经快讯

美国财报公布在即 飓风料拖累三季度获利增速

日期:2017-10-12
标普500指数成分股企业未来几周将公布第三季财报,预计将显示获利增长较此前两季放缓,至一年来最慢,这部分归因于2016年同期美国企业获利逆转持续一年的获利下滑之势。

2017年第一季企业获利增长15.3%,第二季增长12.3%。

美国保险商及其他公司第三季业绩可能受到三起飓风的冲击,但经济走强或许有助于减轻相关损失。

不过,美国南部和波多黎各的几起风暴也给能源、运输、化学品生产和零售等诸多行业带来冲击。
美国财报公布在即 飓风料拖累三季度获利增速(图1)
Nuveen资产管理首席股票策略师Bob Doll称:“对宏观数据和企业获利而言,(飓风)都带来了更多不确定性。”

与此同时,他表示投资者可能会忽略获利受到的这一影响,因为飓风并非经常性的事件。

不过本季美国企业也有一些利好因素,包括意外强劲的经济数据,其中包含制造业与服务业数据。

更为强劲的经济数据和美国总统特朗普政府提出的税改提议,已帮助美股在财报季开始前迭创新高。

美元指数在第三季的平均水准较上年同期下跌2.6%,应该也有利于提振企业业绩。

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