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截止到上周五,133家企业公布了财报,平均营收比预期高3%,盈利比预期高18%,其中112家企业盈利好于预期。但是实际盈利确实下滑的。平均营收下跌5%,平均盈利同比下跌15%。重灾区在能源、工业、非必需品。非必需品指数的表现还是能获得增长的。主要是因为零售、耐用品是有盈利增长的。仅有酒店、博彩业、游轮业的出现盈亏。这些在疫苗出来后可能成为受惠者,可以考虑现在趁低吸纳。
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