ctcld 发表于 2011-5-13 15:32 
再冒一泡 -- 股市动力
如果说2000年的泡泡是达康,2007年的泡泡是房地产,那么2012年的泡泡就是大宗商品 ...
S&P 500 corporations on average are reporting outstanding first-quarter 2011 earnings. With 83% of companies having reported earnings, the S&P 500 is on track to post earnings growth of 19.1%, compared with the 12.2% growth that Wall Street equity analysts forecast just before the start of earnings season on April 8, according to Capital IQ consensus data as of May 5. Notably, this now represents the sixth consecutive quarter of minimum double-digit earnings growth for S&P 500 corporations. While we are currently just short of the midpoint of the record-setting 14-consecutive quarters of double-digit earnings growth recorded between third-quarter 2003 and fourth-quarter 2006, Wall Street analysts are currently suggesting that this earnings cycle could also reach a record. Analysts collectively predict that double-digit earnings growth will continue through 2012 and beyond.
经过了08-09金融危机的瘦身,ER对commodity cost的承受力大涨,也许真的能把泡泡一直吹过2012还不破?
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