需要一点点运气
2021-07-13
Hmm
Don't expect the stock market to rally on the back of blowout corporate earnings, Bank of America says<blockquote>美国银行表示，不要指望股市会因企业盈利井喷而上涨</blockquote>
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The reports arrive at a time of record highs for the S&P 500, whose return of 16% so far this year has been \"entirely driven\" by rising earnings estimates of 21%, BofA said in a research note Monday.</p><p><blockquote>新一批企业财务业绩将于周二开始公布，由投资银行高盛和摩根大通领衔，花旗集团和摩根士丹利紧随其后。美国银行周一在一份研究报告中表示，这些报告是在这家标普500创下历史新高之际发布的，该公司今年迄今为止16%的回报率“完全是由21%的盈利预期上升推动的”。</blockquote></p><p> Consensus estimates for per-share earnings for the second quarter have climbed by 7% to $45.01, the firm said, marking the biggest upward revision since regulatory rules governing information disclosures by companies went into effect in late 2000. The rosier outlook follows a record 23% beat in earnings in the first quarter of this year.</p><p><blockquote>该公司表示，对第二季度每股收益的普遍预期攀升了7%，至45.01美元，这是自2000年底公司信息披露监管规则生效以来最大的上调。今年第一季度盈利增长了创纪录的23%，前景更加乐观。</blockquote></p><p> Quarterly earnings surprises and market returns have been correlated by 32% since 1996. However, \"strong earnings don't always translate to strong market returns,\" wrote BofA equity strategists led by Savita Subramanian.</p><p><blockquote>自1996年以来，季度盈利意外与市场回报的相关性为32%。然而，以Savita Subramanian为首的美国银行股票策略师写道，“强劲的盈利并不总是转化为强劲的市场回报”。</blockquote></p><p> 60% of down quarters since 1996 - or 75% of down quarters excluding the global financial crisis - have occurred in quarters with earnings beats, they said. \"In 2000, despite earnings beating consensus for 10 straight quarters, the S&P 500 declined for four consecutive quarters,\" said Subramanian.</p><p><blockquote>他们表示，自1996年以来，60%的下跌季度（即不包括全球金融危机在内的75%的下跌季度）都发生在盈利超出预期的季度。Subramanian表示：“2000年，尽管盈利连续10个季度超出预期，但标普500连续四个季度下降。”</blockquote></p><p> BofA sees second-quarter per-share earnings beating by 11%, or $50, which would translate into growth of at least 79% year-over-year. It said early reporters and macro indicators suggest a beat of 3% to 20%.</p><p><blockquote>美国银行预计第二季度每股收益将增长11%，即50美元，这将转化为至少79%的同比增长。报告称，早期记者和宏观指标显示增幅为3%至20%。</blockquote></p><p> \"Continued earnings momentum should refuel investors' confidence in the recovery amid slowdown concerns and drive a rotation back into Value,\" the analysts said.</p><p><blockquote>分析师表示：“在经济放缓担忧的情况下，持续的盈利势头应该会增强投资者对复苏的信心，并推动价值回归。”</blockquote></p><p> All 11 of the S&P 500's sectors are expected to turn in higher earnings, led by the energy and industrials groups, according to FactSet.</p><p><blockquote>FactSet的数据显示，以能源和工业集团为首，标普500的所有11个行业预计都将实现更高的盈利。</blockquote></p><p> BofA's earnings report is scheduled to be released on Wednesday.</p><p><blockquote>美国银行的收益报告定于周三发布。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't expect the stock market to rally on the back of blowout corporate earnings, Bank of America says<blockquote>美国银行表示，不要指望股市会因企业盈利井喷而上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon't expect the stock market to rally on the back of blowout corporate earnings, Bank of America says<blockquote>美国银行表示，不要指望股市会因企业盈利井喷而上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Business Insider</strong><span class=\"h-time small\">2021-07-13 10:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul> <li>Wall Street is expecting more earnings beats to come from S&P 500 companies this earnings season.</li> <li>But a jump in earnings doesn't always result in a lock on hefty market returns, BofA analysts wrote.</li> <li>60% of losing quarters since 1996 have taken place in quarters with earnings beats, the firm said.</li> </ul> Earnings beats in the second quarter look set to climb after the strongest quarter on record but such figures provide no guarantee that US equities will follow suit in running higher, according to Bank of America.</p><p><blockquote><ul><li>华尔街预计本财报季标普500公司的盈利将超过预期。</li><li>但美国银行分析师写道，盈利的跃升并不总是会导致巨额市场回报的锁定。</li><li>该公司表示，自1996年以来，60%的亏损季度都发生在盈利超出预期的季度。</li></ul>美国银行表示，在经历了有记录以来最强劲的季度之后，第二季度的盈利似乎将会攀升，但这些数据并不能保证美国股市会效仿走高。</blockquote></p><p> A fresh batch of corporate financial results is set to start rolling in on Tuesday, led by investment banksGoldman SachsandJP Morgan Chase, followed byCitigroupandMorgan Stanleyon Thursday. The reports arrive at a time of record highs for the S&P 500, whose return of 16% so far this year has been \"entirely driven\" by rising earnings estimates of 21%, BofA said in a research note Monday.</p><p><blockquote>新一批企业财务业绩将于周二开始公布，由投资银行高盛和摩根大通领衔，花旗集团和摩根士丹利紧随其后。美国银行周一在一份研究报告中表示，这些报告是在这家标普500创下历史新高之际发布的，该公司今年迄今为止16%的回报率“完全是由21%的盈利预期上升推动的”。</blockquote></p><p> Consensus estimates for per-share earnings for the second quarter have climbed by 7% to $45.01, the firm said, marking the biggest upward revision since regulatory rules governing information disclosures by companies went into effect in late 2000. The rosier outlook follows a record 23% beat in earnings in the first quarter of this year.</p><p><blockquote>该公司表示，对第二季度每股收益的普遍预期攀升了7%，至45.01美元，这是自2000年底公司信息披露监管规则生效以来最大的上调。今年第一季度盈利增长了创纪录的23%，前景更加乐观。</blockquote></p><p> Quarterly earnings surprises and market returns have been correlated by 32% since 1996. However, \"strong earnings don't always translate to strong market returns,\" wrote BofA equity strategists led by Savita Subramanian.</p><p><blockquote>自1996年以来，季度盈利意外与市场回报的相关性为32%。然而，以Savita Subramanian为首的美国银行股票策略师写道，“强劲的盈利并不总是转化为强劲的市场回报”。</blockquote></p><p> 60% of down quarters since 1996 - or 75% of down quarters excluding the global financial crisis - have occurred in quarters with earnings beats, they said. \"In 2000, despite earnings beating consensus for 10 straight quarters, the S&P 500 declined for four consecutive quarters,\" said Subramanian.</p><p><blockquote>他们表示，自1996年以来，60%的下跌季度（即不包括全球金融危机在内的75%的下跌季度）都发生在盈利超出预期的季度。Subramanian表示：“2000年，尽管盈利连续10个季度超出预期，但标普500连续四个季度下降。”</blockquote></p><p> BofA sees second-quarter per-share earnings beating by 11%, or $50, which would translate into growth of at least 79% year-over-year. It said early reporters and macro indicators suggest a beat of 3% to 20%.</p><p><blockquote>美国银行预计第二季度每股收益将增长11%，即50美元，这将转化为至少79%的同比增长。报告称，早期记者和宏观指标显示增幅为3%至20%。</blockquote></p><p> \"Continued earnings momentum should refuel investors' confidence in the recovery amid slowdown concerns and drive a rotation back into Value,\" the analysts said.</p><p><blockquote>分析师表示：“在经济放缓担忧的情况下，持续的盈利势头应该会增强投资者对复苏的信心，并推动价值回归。”</blockquote></p><p> All 11 of the S&P 500's sectors are expected to turn in higher earnings, led by the energy and industrials groups, according to FactSet.</p><p><blockquote>FactSet的数据显示，以能源和工业集团为首，标普500的所有11个行业预计都将实现更高的盈利。</blockquote></p><p> BofA's earnings report is scheduled to be released on Wednesday.</p><p><blockquote>美国银行的收益报告定于周三发布。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-sp500-2q-earnings-bofa-economic-growth-2021-7\">Business Insider</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行"},"source_url":"https://markets.businessinsider.com/news/stocks/stock-market-outlook-sp500-2q-earnings-bofa-economic-growth-2021-7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117595597","content_text":"Wall Street is expecting more earnings beats to come from S&P 500 companies this earnings season.\nBut a jump in earnings doesn't always result in a lock on hefty market returns, BofA analysts wrote.\n60% of losing quarters since 1996 have taken place in quarters with earnings beats, the firm said.\n\nEarnings beats in the second quarter look set to climb after the strongest quarter on record but such figures provide no guarantee that US equities will follow suit in running higher, according to Bank of America.\nA fresh batch of corporate financial results is set to start rolling in on Tuesday, led by investment banksGoldman SachsandJP Morgan Chase, followed byCitigroupandMorgan Stanleyon Thursday. The reports arrive at a time of record highs for the S&P 500, whose return of 16% so far this year has been \"entirely driven\" by rising earnings estimates of 21%, BofA said in a research note Monday.\nConsensus estimates for per-share earnings for the second quarter have climbed by 7% to $45.01, the firm said, marking the biggest upward revision since regulatory rules governing information disclosures by companies went into effect in late 2000. The rosier outlook follows a record 23% beat in earnings in the first quarter of this year.\nQuarterly earnings surprises and market returns have been correlated by 32% since 1996. However, \"strong earnings don't always translate to strong market returns,\" wrote BofA equity strategists led by Savita Subramanian.\n60% of down quarters since 1996 - or 75% of down quarters excluding the global financial crisis - have occurred in quarters with earnings beats, they said. \"In 2000, despite earnings beating consensus for 10 straight quarters, the S&P 500 declined for four consecutive quarters,\" said Subramanian.\nBofA sees second-quarter per-share earnings beating by 11%, or $50, which would translate into growth of at least 79% year-over-year. It said early reporters and macro indicators suggest a beat of 3% to 20%.\n\"Continued earnings momentum should refuel investors' confidence in the recovery amid slowdown concerns and drive a rotation back into Value,\" the analysts said.\nAll 11 of the S&P 500's sectors are expected to turn in higher earnings, led by the energy and industrials groups, according to FactSet.\nBofA's earnings report is scheduled to be released on Wednesday.","news_type":1,"symbols_score_info":{"BAC":0.9}},"isVote":1,"tweetType":1,"viewCount":422,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/142846951"}
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