大家好!我是美股读书会的小玲姐,本期话题是美股 “戴维斯双杀” 来了?为何鲍威尔称美国经济强劲,美联储可避免衰退?
首先我们需要重新温习一下,什么是“戴维斯双杀”。戴维斯双杀是一个股市术语,是由美国著名的投资人戴维斯总结出来的,意思是当一个公司业绩下滑时,每股收益也减少,另外股市给出的估值也下降,那么公司的股价就会出现下跌。
目前市场主要还是通胀交易的逻辑,投资者普遍担忧美国经济将会衰退,但是如果即将到来的二季报坐实了美股上市公司盈利开始下滑,那么衰退交易可能就会取代通胀交易成为主流。
高盛在华尔街的一众投行里,一直以来是偏乐观的那一个,尤其是对美国经济和美股,几个月前还给出了标普500指数5100点的目标价。
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Is the “Davis Double Kill” coming to US stocks? Goldman Sachs slashes U.S. stock earnings forecasts! Powell says U.S. economy is strong, Fed can avoid recession
Hello everyone! I’m Sister Xiaoling from the US Stocks Book Club. The topic of this issue is the “Davis Double Kill” in US stocks? Why Powell Says U.S. Economy Is Strong, Fed Can Avoid Recession
First of all, we need to revisit what is “Davis Double Play”. Davis double play is a stock market term, summed up by the famous American investor Davis, which means that when a company’s performance declines, its earnings per share also decrease, and the valuation given by the stock market also declines, then The company’s share price will fall.
At present, the market is mainly based on the logic of inflation trading. Investors are generally worried that the US economy will decline. However, if the upcoming second quarterly report confirms that the profits of listed companies in the US stock market begin to decline, then recession trading may replace inflation trading and become the mainstream.
Goldman Sachs has always been the optimistic one among the investment banks on Wall Street, especially for the U.S. economy and U.S. stocks. It also gave a target price of 5,100 for the S&P 500 a few months ago.
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