2026年五月美股：財報季強勁推動指數再創新高
2026年五月，美股市場在財報季的強力支撐下延續漲勢，S&P 500指數多次刷新歷史新高，單月表現亮眼。儘管地緣政治因素（如油價波動與關稅議題）帶來些許干擾，但企業盈利超預期的表現成為市場主要動力，推動科技與AI相關板塊領漲。
五月財報季進入高峰，S&P 500約三分之一至三分之二的公司已公布Q1（或財年對應季度）業績。整體而言，盈餘成長率高達15.1%至27.1%不等，遠超先前預期，84%的公司EPS優於分析師估計，平均超預期幅度達12.3%。淨利潤率更創下13.4%的歷史新高，尤其資訊科技部門表現突出，達到29.1%。這反映企業盈利能力強勁，非僅靠預期，而是實實在在的數據支撐。... Show More Translate
2026年3月美股動盪回顧：伊朗戰爭油價衝擊、Fed利率決策與AI財報亮點
2026年3月，美股市場在伊朗戰爭的陰影下劇烈震盪，油價一度飆升至每桶120美元以上，導致通膨壓力加劇，指數多次出現大幅翻轉。S&P 500指數本月多次單日漲跌逾1%，至月底已較1月高點回落約8.7%，道瓊與那斯達克也同步承壓，投資人高度關注地緣政治與聯準會（Fed）動向。
本月最受矚目的宏觀事件，莫過於3月17-18日的Fed會議。Fed一如預期維持聯邦基金利率於3.5%-3.75%不變，但因油價與關稅影響，上調2026年通膨預測至2.7%，並暗示全年僅可能一次降息。主席鮑威爾強調，戰爭與政策不確定性將持續影響經濟展望，市場對升息預期也從零升至約20%。這讓原本期待寬鬆的投資人轉趨謹慎，油價波動更直接拖累股市。... Show More Translate
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Wed Jun 10 2026 22:28:56 GMT+0000 (Coordinated Universal Time)
