[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio053e52ea":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio053e52ea","高盛：美光科技(MU)贡献标普500逾半利润上修-AI与能源驱动预期重估","\u002Fdoc\u002Fdcio053e52ea","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">在美以对伊冲突引发全球产业与能源格局变化的背景下，美股盈利预期出现显著分化。高盛研究显示，美光科技(MU)一家公司就贡献了标普500盈利预期上调的约51%，成为本轮盈利预期上调的核心推动力。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">数据显示，美光2026年市场一致预期EPS增长高达605%，自2月27日以来其盈利预期上调幅度达到93%，短短数周内接近翻倍。高盛指出，这一变化主要源于AI基础设施需求爆发以及国防科技支出增加，推动半导体需求快速上行，并被分析师模型迅速反映。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">在财报发布前，高盛已将美光列为重点看好标的，其对公司2026年EPS预测较市场一致预期高出约19%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">除美光外，信息技术板块中另一重要贡献者为博通(AVGO)。而在其之外，推动标普500盈利预期上修的主要力量几乎全部来自能源板块，反映出战争对油气行业盈利预期的重塑。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">具体来看，埃克森美孚(XOM)与雪佛龙(CVX)合计贡献约24%的指数盈利上修，其中两家公司自2月27日以来的盈利预期分别上调44%和67%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">此外，西方石油(OXY)盈利预期上修幅度高达251%，在能源股中表现最为突出，但由于权重较小，仅贡献约2%的指数上修。康菲石油(COP)、瓦莱罗能源(VLO)及EOG能源(EOG)也表现突出，各自贡献约3%至5%的盈利上修。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析人士指出，本轮盈利预期上修呈现出明显的结构性特征，一方面，AI驱动的半导体需求爆发带动科技板块龙头上行；另一方面，能源价格上涨显著改善油气公司盈利前景。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]