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Goldman Sachs S&P 500 tarkibidagi kompaniyalar sentyabr choragida yillik daromad 27% o'sishini kutmoqda.

Goldman Sachs S&P 500 tarkibidagi kompaniyalar sentyabr choragida yillik daromad 27% o'sishini kutmoqda.

智通财经智通财经2026/10/07 04:36
Asl nusxasini ko'rsatish

AQ infra­tuzilmasi qurilishiga korporatsiyalarning katta miqdorda sarmoya yo‘naltirishlari sababli, Amerika kompaniyalari yanada kuchli kvartal hisobot mavsumi oldidan turibdi. Goldman Sachs prognozlariga ko‘ra, AQ infra­tuzilmasi “boom”ining markazida joylashgan korxonalar ta’sirida S&P 500 indeksidagi kompaniyalarning 9-sentabr choragidagi daromadlari yillik nisbatan 27% ko‘tarilishi kutilyapti. Goldman Sachs AQ fond bozori bosh strategisti Ben Snider shunday dedi: “Yaqinda e’lon qilingan makroiqtisodiy ko‘rsatkichlar va AQ investitsiya ‘boom’i bilan bog‘liq signallar investitsiya sur’ati sekinlashayotganidan dalolat bermaydi.” Société Générale AQ fond bozori bosh strategisti Manish Kabra ta’kidladi, bu ketma-ket uchinchi chorak bo‘lib, daromad o‘sishi 25%dan oshadi va, moliyaviy inqirozdan keyingi tiklanishdan tashqari, bu oldin hech qachon ketma-ket kuzatilmagan natija. Daromadlar o‘sishi taxminan 12%. Federated Hermes fondlar bosh investitsiya xodimi Steve Chiavarone shunday dedi: “AQ infra­tuzilmasi qurilishiga bag‘ishlangan kapital xarajatdan foyda ko‘radigan investorlar biz hayotimizda eng yaxshi daromad hamda foyda marjasining o‘sishini ko‘rib turibmiz.” U shuningdek qo‘shimcha qildi: “Odamlar qurayotgan xavotir... oxir-oqibat kuchli daromad ko‘rsatkichlari tufayli yo‘q bo‘ladi.”

随着企业大举投入AI基础设施建设,美国企业即将迎来又一个强劲的季度财报季。高盛预计,受处于AI基础设施热潮核心地位的企业推动,标普500指数成分股公司在9月季度的盈利预计将同比增长27%。高盛美股首席策略师Ben Snider表示:“近期宏观经济数据和与AI投资热潮有关的信号,都没有显示投资正在放缓。”法国兴业银行美股首席策略师Manish Kabra表示,这将是连续第三个季度盈利增幅超过25%,除金融危机后的复苏期外,这是前所未有的连续表现。营收预计增长12%。联邦爱马仕股票首席投资官Steve Chiavarone表示,得益于AI基础设施建设相关资本支出,投资者正在见证“我们有生之年最好的盈利和利润率增长”。他补充称:“人们建立起来的担忧……最终都会被强劲的盈利表现击碎。”。
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Spot gold 2.01% ga tushgandan so'ng 4080 dollar/uns chegarasini yorib o'tdi

Spot gold has just crossed the $4080.00/ounce mark, latest at $4079.94/ounce, down 2.01% on the day; COMEX gold futures main contract latest at $4106.40/ounce, down 1.93% on the day.

智通财经•2026/10/07 12:49

Spot oltin 2% pasaydi, 4080.44 dollarni tashkil etdi; COMEX oltin 1.93% pasaydi

Spot gold's intraday decline reached 2.00%, quoted at $4080.44 per ounce; the latest main COMEX gold futures quote is $4106.20 per ounce, down 1.93% intraday.

智通财经•2026/10/07 12:49

Spot platinum $/ounce 1620 dan pastga tushdi, kun davomida 5.35% ga pasaydi

Spot platinum recently surpassed the $1620.00/ounce mark, latest report at $1619.64/ounce, down 5.35% on the day; Nymex platinum futures main contract latest report at $1625.5/ounce, down 4.90% on the day; Spot gold recently surpassed the $4090.00/ounce mark, latest report at $4089.72/ounce, down 1.78% on the day; COMEX gold futures main contract latest report at $4115.90/ounce, down 1.70% on the day.

智通财经•2026/10/07 12:49
Spot platinum $/ounce 1620 dan pastga tushdi, kun davomida 5.35% ga pasaydi

Spot oltin 4100 dollar/unsiya chegarasini zabt etdi, kun davomida 1,53% ga pasaydi.

Spot gold has just surpassed the $4100.00/ounce mark, latest at $4099.92/ounce, down 1.53% intraday; COMEX gold futures main contract latest at $4125.70/ounce, down 1.47% intraday.

智通财经•2026/10/07 12:48