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Tom Lee:標普 500 估值正在變便宜,Q3 盈利增速或接近 30%

2026-10-07 18:23:05

ChainCatcher 消息,以太坊財庫公司 BitMine 董事長 Tom Lee 表示,儘管市場近期表現偏謹慎,但標普 500 的基本面正在改善,指數估值實際上有所下降。Fundstrat 預計,標普 500 成分股第三季度盈利增速可能接近 30%,2027 年每股收益(EPS)預期較年初已上調超過 20%。

Tom Lee 指出,標普 500 指數漲幅低於盈利預期的上調幅度,意味著市場估值倍數實際上正在下降。他同時認為,高油價可能透過美國能源出口強化美國經濟,而科技股和加密市場的領先表現則表明,市場正在押注未來通脹走弱。

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