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2022-09-16
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Nvidia and Amazon were cut by more than 40%! Analysts cut U.S. stocks' third-quarter earnings forecasts
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👍","images":[{"img":"https://community-static.tradeup.com/news/f6795222f5bfd60132f9319003daef55","width":"1125","height":"2166"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962472725","isVote":1,"tweetType":1,"viewCount":1941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9934597452,"gmtCreate":1663281648476,"gmtModify":1676537240745,"author":{"id":"3573199977906635","authorId":"3573199977906635","name":"1M4U6488","avatar":"https://community-static.tradeup.com/news/a6f47f80a5359edd0811af21da8349be","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573199977906635","authorIdStr":"3573199977906635"},"themes":[],"htmlText":"good ","listText":"good ","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934597452","repostId":"1180801556","repostType":4,"repost":{"id":"1180801556","kind":"news","pubTimestamp":1663246147,"share":"https://ttm.financial/m/news/1180801556?lang=en_US&edition=fundamental","pubTime":"2022-09-15 20:49","market":"us","language":"zh","title":"Nvidia and Amazon were cut by more than 40%! Analysts cut U.S. stocks' third-quarter earnings forecasts","url":"https://stock-news.laohu8.com/highlight/detail?id=1180801556","media":"Wind资讯","summary":"眼下距离下一个美股财报季已经不远。鉴于通胀高企、经济放缓等宏观不利因素，分析师下调了对第三季度企业盈利的预期，像英伟达和亚马逊这样的科技公司调降幅度尤为明显。据Barron's，瑞士信贷的数据显示，分","content":"<p><html><head></head><body>The next U.S. stock earnings season is not far away. In light of macro headwinds such as high inflation and a slowing economy, analysts have lowered their expectations for third-quarter corporate earnings, especially by technology companies like Nvidia and Amazon.</p><p>According to Barron's, Credit Suisse data showed that analyst estimates for overall third-quarter earnings per share (EPS) of s&P 500 companies have fallen 5.5% in the past two months or so. High inflation has eroded consumer demand, company costs have risen faster than consumer prices, putting pressure on profit margins, and soaring prices have forced the Federal Reserve to make aggressive rate hike to fight inflation, raising the possibility of a future economic slowdown or even a recession. These have become reasons for analysts to lower their expectations.</p><p>The pain of shrinking profits is particularly acute in the tech sector. Earnings estimates for the sector in the third quarter have fallen by about 11% over the past few months, with earnings estimates for the semiconductor sector falling by about 15%, with chip manufacturing giant Nvidia constituting a drag.</p><p>Analysts' consensus estimate for Nvidia's EPS fell 48%. With the company's market cap of more than $300 billion, its earnings are weighted enough to drag down overall forecasts for the entire semiconductor industry.</p><p>Slumping consumer demand is hurting Nvidia. The company said at the end of August that a weakening macroeconomic environment had an impact on its gaming chip sales. Nvidia expects sales of about $5.9 billion for the current fiscal quarter, $1 billion below analysts' estimates. Barron's noted that analysts have lowered their sales estimates to management's guidance. In the last fiscal quarter that ended in July, Nvidia had sales of $6.7 billion. The company's shares are down more than 55% so far this year.</p><p>E-commerce is another tech sector that has encountered challenges. Analysts' earnings estimates for e-commerce have fallen by about 37%, partly due to weak consumption.</p><p>Amazon's recent challenges have also hurt earnings expectations for the broader online retail business, with analysts already cutting quarterly profit forecasts by about 43%.</p><p>Goldman Sachs analysts lowered their third-quarter sales forecast for Amazon from $128.5 billion to $127.6 billion, and lowered their operating margin forecast from 3.9% to 2.6%. At the same time, they also lowered their EPS forecast from 37 cents to 22 cents. Analysts note that rising labor costs, freight and energy costs are eating into margins. Amazon shares are down nearly 23% year to date.</p><p>Given the uncertainty surrounding the economic environment and Federal Reserve policy, the beating for tech stocks may not be over yet.</p><p>Eric Sheridan, managing director of Goldman Sachs, told Yahoo Finance at a weekly conference this week: \"Essentially, technology stocks are a high-risk investment class. When people are unsure about inflation, what the macroeconomic environment is like, and what the Fed will do When there is something, uncertainty creates. Once the risk arises, the stock is sold off.\"</p><p>Sheridan noted that the goals of all tech investors remain focused on interest rates and the economic outlook. The Fed's accelerated rate hike to curb inflation will push up funding costs for many tech companies that rely on new funding to spur growth. Meanwhile, the economy could slow faster than expected as interest rates rise faster and put more pressure on tech valuations, which are still elevated.</p><p>However, the optimistic view is that given that many technology stocks have been hit hard and the stock price has reflected the decline in earnings expectations, if the actual results are better than the downgraded expectations, it may boost the stock price. \"The biggest market asset is that investors have low expectations and are ready for bad news,\" said Keith Lerner, co-chief investment officer at Truist.</p><p></body></html></p>","source":"wind","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia and Amazon were cut by more than 40%! Analysts cut U.S. stocks' third-quarter earnings forecasts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia and Amazon were cut by more than 40%! Analysts cut U.S. stocks' third-quarter earnings forecasts\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wind资讯</strong><span class=\"h-time small\">2022-09-15 20:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The next U.S. stock earnings season is not far away. In light of macro headwinds such as high inflation and a slowing economy, analysts have lowered their expectations for third-quarter corporate earnings, especially by technology companies like Nvidia and Amazon.</p><p>According to Barron's, Credit Suisse data showed that analyst estimates for overall third-quarter earnings per share (EPS) of s&P 500 companies have fallen 5.5% in the past two months or so. High inflation has eroded consumer demand, company costs have risen faster than consumer prices, putting pressure on profit margins, and soaring prices have forced the Federal Reserve to make aggressive rate hike to fight inflation, raising the possibility of a future economic slowdown or even a recession. These have become reasons for analysts to lower their expectations.</p><p>The pain of shrinking profits is particularly acute in the tech sector. Earnings estimates for the sector in the third quarter have fallen by about 11% over the past few months, with earnings estimates for the semiconductor sector falling by about 15%, with chip manufacturing giant Nvidia constituting a drag.</p><p>Analysts' consensus estimate for Nvidia's EPS fell 48%. With the company's market cap of more than $300 billion, its earnings are weighted enough to drag down overall forecasts for the entire semiconductor industry.</p><p>Slumping consumer demand is hurting Nvidia. The company said at the end of August that a weakening macroeconomic environment had an impact on its gaming chip sales. Nvidia expects sales of about $5.9 billion for the current fiscal quarter, $1 billion below analysts' estimates. Barron's noted that analysts have lowered their sales estimates to management's guidance. In the last fiscal quarter that ended in July, Nvidia had sales of $6.7 billion. The company's shares are down more than 55% so far this year.</p><p>E-commerce is another tech sector that has encountered challenges. Analysts' earnings estimates for e-commerce have fallen by about 37%, partly due to weak consumption.</p><p>Amazon's recent challenges have also hurt earnings expectations for the broader online retail business, with analysts already cutting quarterly profit forecasts by about 43%.</p><p>Goldman Sachs analysts lowered their third-quarter sales forecast for Amazon from $128.5 billion to $127.6 billion, and lowered their operating margin forecast from 3.9% to 2.6%. At the same time, they also lowered their EPS forecast from 37 cents to 22 cents. Analysts note that rising labor costs, freight and energy costs are eating into margins. Amazon shares are down nearly 23% year to date.</p><p>Given the uncertainty surrounding the economic environment and Federal Reserve policy, the beating for tech stocks may not be over yet.</p><p>Eric Sheridan, managing director of Goldman Sachs, told Yahoo Finance at a weekly conference this week: \"Essentially, technology stocks are a high-risk investment class. When people are unsure about inflation, what the macroeconomic environment is like, and what the Fed will do When there is something, uncertainty creates. Once the risk arises, the stock is sold off.\"</p><p>Sheridan noted that the goals of all tech investors remain focused on interest rates and the economic outlook. The Fed's accelerated rate hike to curb inflation will push up funding costs for many tech companies that rely on new funding to spur growth. Meanwhile, the economy could slow faster than expected as interest rates rise faster and put more pressure on tech valuations, which are still elevated.</p><p>However, the optimistic view is that given that many technology stocks have been hit hard and the stock price has reflected the decline in earnings expectations, if the actual results are better than the downgraded expectations, it may boost the stock price. \"The biggest market asset is that investors have low expectations and are ready for bad news,\" said Keith Lerner, co-chief investment officer at Truist.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=c28dc1e9ca8e30081236df34b0f14839&code=E4BA211334E2&newsopenstyle=wind&lan=cn&device=ios&fontsize=normal&related=true&version=22.7.5#/A226D2C867D7E1BC6D441DCACE59CE31\">Wind资讯</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=c28dc1e9ca8e30081236df34b0f14839&code=E4BA211334E2&newsopenstyle=wind&lan=cn&device=ios&fontsize=normal&related=true&version=22.7.5#/A226D2C867D7E1BC6D441DCACE59CE31","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180801556","content_text":"眼下距离下一个美股财报季已经不远。鉴于通胀高企、经济放缓等宏观不利因素，分析师下调了对第三季度企业盈利的预期，像英伟达和亚马逊这样的科技公司调降幅度尤为明显。据Barron's，瑞士信贷的数据显示，分析师对标普500指数成分股公司第三季度总体每股收益（EPS）的预估在过去两个月左右的时间里下降了5.5%。通胀居高不下侵蚀消费者需求，公司成本上涨速度超过消费者价格对利润率造成压力，同时，物价飙升迫使美联储大幅加息以抗击通胀，加大了未来经济放缓甚至陷入衰退的可能性，这些都成为分析师调降预期的理由。利润减少的痛苦在科技行业尤为严重。该行业第三季度的盈利预期在过去几个月里下降了约11%，其中半导体行业的盈利预期下降了约15%，芯片制造巨头英伟达构成拖累。分析师对英伟达EPS的普遍预期大降48%。凭借该公司超过3000亿美元的市值，其盈利的权重足以拖累对整个半导体行业的整体预测。消费者需求下滑正在损害英伟达。该公司在8月底表示，宏观经济环境趋弱对其游戏芯片销售造成影响。英伟达预计当前财季的销售额约为59亿美元，比分析师的预期低10亿美元。Barron's指出，分析师已将销售预期下调至管理层的指导水平。在截至7月的上一个财季，英伟达的销售额为67亿美元。今年以来，该公司股价下跌超过55%。电子商务是另一个遭遇挑战的科技领域。分析师对电商的盈利预期已下降约37%，部分原因是消费疲软。亚马逊最近遇到的挑战也损及了对更广泛的在线零售业务的盈利预期，分析师已将季度利润预测下调约43%。高盛分析师将亚马逊第三季度销售额预期从1285亿美元下调至1276亿美元，并将营业利润率预期从3.9%下调至2.6%，同时，还将EPS预期从37美分下调至22美分。分析师指出，不断上涨的劳动力成本、运费和能源成本正在蚕食利润率。亚马逊股价今年迄今下跌近23%。考虑到经济环境和美联储政策的不确定性，科技股遭受的打击可能尚未结束。高盛董事总经理Eric Sheridan在本周一次会议上对雅虎财经表示：“从本质上讲，科技股是一种高风险的投资类别。当人们不确定通胀率、宏观经济环境如何、美联储会做些什么时，都会产生不确定性。一旦风险出现，股票就被抛售。”Sheridan指出，所有科技投资者的目标仍然集中在利率和经济前景上。美联储加快加息步伐以遏制通胀，会推高许多依靠新资金来刺激增长的科技公司的融资成本。与此同时，随着利率更快上升，经济放缓速度可能快于预期，并给仍处高位的科技股估值带来更大压力。不过，乐观的观点认为，鉴于许多科技股已经受到重创，股价已反映盈利预期的下降，因此，如果实际业绩结果好于调降后的预期，可能会提振股价。Truist联席首席投资官Keith Lerner表示：“最大的市场资产是投资者的预期很低，而且已经为坏消息做好了准备。”","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9934597452,"gmtCreate":1663281648476,"gmtModify":1676537240745,"author":{"id":"3573199977906635","authorId":"3573199977906635","name":"1M4U6488","avatar":"https://community-static.tradeup.com/news/a6f47f80a5359edd0811af21da8349be","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573199977906635","idStr":"3573199977906635"},"themes":[],"htmlText":"good ","listText":"good ","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934597452","repostId":"1180801556","repostType":4,"repost":{"id":"1180801556","kind":"news","pubTimestamp":1663246147,"share":"https://ttm.financial/m/news/1180801556?lang=en_US&edition=fundamental","pubTime":"2022-09-15 20:49","market":"us","language":"zh","title":"Nvidia and Amazon were cut by more than 40%! Analysts cut U.S. stocks' third-quarter earnings forecasts","url":"https://stock-news.laohu8.com/highlight/detail?id=1180801556","media":"Wind资讯","summary":"眼下距离下一个美股财报季已经不远。鉴于通胀高企、经济放缓等宏观不利因素，分析师下调了对第三季度企业盈利的预期，像英伟达和亚马逊这样的科技公司调降幅度尤为明显。据Barron's，瑞士信贷的数据显示，分","content":"<p><html><head></head><body>The next U.S. stock earnings season is not far away. In light of macro headwinds such as high inflation and a slowing economy, analysts have lowered their expectations for third-quarter corporate earnings, especially by technology companies like Nvidia and Amazon.</p><p>According to Barron's, Credit Suisse data showed that analyst estimates for overall third-quarter earnings per share (EPS) of s&P 500 companies have fallen 5.5% in the past two months or so. High inflation has eroded consumer demand, company costs have risen faster than consumer prices, putting pressure on profit margins, and soaring prices have forced the Federal Reserve to make aggressive rate hike to fight inflation, raising the possibility of a future economic slowdown or even a recession. These have become reasons for analysts to lower their expectations.</p><p>The pain of shrinking profits is particularly acute in the tech sector. Earnings estimates for the sector in the third quarter have fallen by about 11% over the past few months, with earnings estimates for the semiconductor sector falling by about 15%, with chip manufacturing giant Nvidia constituting a drag.</p><p>Analysts' consensus estimate for Nvidia's EPS fell 48%. With the company's market cap of more than $300 billion, its earnings are weighted enough to drag down overall forecasts for the entire semiconductor industry.</p><p>Slumping consumer demand is hurting Nvidia. The company said at the end of August that a weakening macroeconomic environment had an impact on its gaming chip sales. Nvidia expects sales of about $5.9 billion for the current fiscal quarter, $1 billion below analysts' estimates. Barron's noted that analysts have lowered their sales estimates to management's guidance. In the last fiscal quarter that ended in July, Nvidia had sales of $6.7 billion. The company's shares are down more than 55% so far this year.</p><p>E-commerce is another tech sector that has encountered challenges. Analysts' earnings estimates for e-commerce have fallen by about 37%, partly due to weak consumption.</p><p>Amazon's recent challenges have also hurt earnings expectations for the broader online retail business, with analysts already cutting quarterly profit forecasts by about 43%.</p><p>Goldman Sachs analysts lowered their third-quarter sales forecast for Amazon from $128.5 billion to $127.6 billion, and lowered their operating margin forecast from 3.9% to 2.6%. At the same time, they also lowered their EPS forecast from 37 cents to 22 cents. Analysts note that rising labor costs, freight and energy costs are eating into margins. Amazon shares are down nearly 23% year to date.</p><p>Given the uncertainty surrounding the economic environment and Federal Reserve policy, the beating for tech stocks may not be over yet.</p><p>Eric Sheridan, managing director of Goldman Sachs, told Yahoo Finance at a weekly conference this week: \"Essentially, technology stocks are a high-risk investment class. When people are unsure about inflation, what the macroeconomic environment is like, and what the Fed will do When there is something, uncertainty creates. Once the risk arises, the stock is sold off.\"</p><p>Sheridan noted that the goals of all tech investors remain focused on interest rates and the economic outlook. The Fed's accelerated rate hike to curb inflation will push up funding costs for many tech companies that rely on new funding to spur growth. Meanwhile, the economy could slow faster than expected as interest rates rise faster and put more pressure on tech valuations, which are still elevated.</p><p>However, the optimistic view is that given that many technology stocks have been hit hard and the stock price has reflected the decline in earnings expectations, if the actual results are better than the downgraded expectations, it may boost the stock price. \"The biggest market asset is that investors have low expectations and are ready for bad news,\" said Keith Lerner, co-chief investment officer at Truist.</p><p></body></html></p>","source":"wind","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia and Amazon were cut by more than 40%! Analysts cut U.S. stocks' third-quarter earnings forecasts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia and Amazon were cut by more than 40%! Analysts cut U.S. stocks' third-quarter earnings forecasts\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wind资讯</strong><span class=\"h-time small\">2022-09-15 20:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The next U.S. stock earnings season is not far away. In light of macro headwinds such as high inflation and a slowing economy, analysts have lowered their expectations for third-quarter corporate earnings, especially by technology companies like Nvidia and Amazon.</p><p>According to Barron's, Credit Suisse data showed that analyst estimates for overall third-quarter earnings per share (EPS) of s&P 500 companies have fallen 5.5% in the past two months or so. High inflation has eroded consumer demand, company costs have risen faster than consumer prices, putting pressure on profit margins, and soaring prices have forced the Federal Reserve to make aggressive rate hike to fight inflation, raising the possibility of a future economic slowdown or even a recession. These have become reasons for analysts to lower their expectations.</p><p>The pain of shrinking profits is particularly acute in the tech sector. Earnings estimates for the sector in the third quarter have fallen by about 11% over the past few months, with earnings estimates for the semiconductor sector falling by about 15%, with chip manufacturing giant Nvidia constituting a drag.</p><p>Analysts' consensus estimate for Nvidia's EPS fell 48%. With the company's market cap of more than $300 billion, its earnings are weighted enough to drag down overall forecasts for the entire semiconductor industry.</p><p>Slumping consumer demand is hurting Nvidia. The company said at the end of August that a weakening macroeconomic environment had an impact on its gaming chip sales. Nvidia expects sales of about $5.9 billion for the current fiscal quarter, $1 billion below analysts' estimates. Barron's noted that analysts have lowered their sales estimates to management's guidance. In the last fiscal quarter that ended in July, Nvidia had sales of $6.7 billion. The company's shares are down more than 55% so far this year.</p><p>E-commerce is another tech sector that has encountered challenges. Analysts' earnings estimates for e-commerce have fallen by about 37%, partly due to weak consumption.</p><p>Amazon's recent challenges have also hurt earnings expectations for the broader online retail business, with analysts already cutting quarterly profit forecasts by about 43%.</p><p>Goldman Sachs analysts lowered their third-quarter sales forecast for Amazon from $128.5 billion to $127.6 billion, and lowered their operating margin forecast from 3.9% to 2.6%. At the same time, they also lowered their EPS forecast from 37 cents to 22 cents. Analysts note that rising labor costs, freight and energy costs are eating into margins. Amazon shares are down nearly 23% year to date.</p><p>Given the uncertainty surrounding the economic environment and Federal Reserve policy, the beating for tech stocks may not be over yet.</p><p>Eric Sheridan, managing director of Goldman Sachs, told Yahoo Finance at a weekly conference this week: \"Essentially, technology stocks are a high-risk investment class. When people are unsure about inflation, what the macroeconomic environment is like, and what the Fed will do When there is something, uncertainty creates. Once the risk arises, the stock is sold off.\"</p><p>Sheridan noted that the goals of all tech investors remain focused on interest rates and the economic outlook. The Fed's accelerated rate hike to curb inflation will push up funding costs for many tech companies that rely on new funding to spur growth. Meanwhile, the economy could slow faster than expected as interest rates rise faster and put more pressure on tech valuations, which are still elevated.</p><p>However, the optimistic view is that given that many technology stocks have been hit hard and the stock price has reflected the decline in earnings expectations, if the actual results are better than the downgraded expectations, it may boost the stock price. \"The biggest market asset is that investors have low expectations and are ready for bad news,\" said Keith Lerner, co-chief investment officer at Truist.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=c28dc1e9ca8e30081236df34b0f14839&code=E4BA211334E2&newsopenstyle=wind&lan=cn&device=ios&fontsize=normal&related=true&version=22.7.5#/A226D2C867D7E1BC6D441DCACE59CE31\">Wind资讯</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=c28dc1e9ca8e30081236df34b0f14839&code=E4BA211334E2&newsopenstyle=wind&lan=cn&device=ios&fontsize=normal&related=true&version=22.7.5#/A226D2C867D7E1BC6D441DCACE59CE31","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180801556","content_text":"眼下距离下一个美股财报季已经不远。鉴于通胀高企、经济放缓等宏观不利因素，分析师下调了对第三季度企业盈利的预期，像英伟达和亚马逊这样的科技公司调降幅度尤为明显。据Barron's，瑞士信贷的数据显示，分析师对标普500指数成分股公司第三季度总体每股收益（EPS）的预估在过去两个月左右的时间里下降了5.5%。通胀居高不下侵蚀消费者需求，公司成本上涨速度超过消费者价格对利润率造成压力，同时，物价飙升迫使美联储大幅加息以抗击通胀，加大了未来经济放缓甚至陷入衰退的可能性，这些都成为分析师调降预期的理由。利润减少的痛苦在科技行业尤为严重。该行业第三季度的盈利预期在过去几个月里下降了约11%，其中半导体行业的盈利预期下降了约15%，芯片制造巨头英伟达构成拖累。分析师对英伟达EPS的普遍预期大降48%。凭借该公司超过3000亿美元的市值，其盈利的权重足以拖累对整个半导体行业的整体预测。消费者需求下滑正在损害英伟达。该公司在8月底表示，宏观经济环境趋弱对其游戏芯片销售造成影响。英伟达预计当前财季的销售额约为59亿美元，比分析师的预期低10亿美元。Barron's指出，分析师已将销售预期下调至管理层的指导水平。在截至7月的上一个财季，英伟达的销售额为67亿美元。今年以来，该公司股价下跌超过55%。电子商务是另一个遭遇挑战的科技领域。分析师对电商的盈利预期已下降约37%，部分原因是消费疲软。亚马逊最近遇到的挑战也损及了对更广泛的在线零售业务的盈利预期，分析师已将季度利润预测下调约43%。高盛分析师将亚马逊第三季度销售额预期从1285亿美元下调至1276亿美元，并将营业利润率预期从3.9%下调至2.6%，同时，还将EPS预期从37美分下调至22美分。分析师指出，不断上涨的劳动力成本、运费和能源成本正在蚕食利润率。亚马逊股价今年迄今下跌近23%。考虑到经济环境和美联储政策的不确定性，科技股遭受的打击可能尚未结束。高盛董事总经理Eric Sheridan在本周一次会议上对雅虎财经表示：“从本质上讲，科技股是一种高风险的投资类别。当人们不确定通胀率、宏观经济环境如何、美联储会做些什么时，都会产生不确定性。一旦风险出现，股票就被抛售。”Sheridan指出，所有科技投资者的目标仍然集中在利率和经济前景上。美联储加快加息步伐以遏制通胀，会推高许多依靠新资金来刺激增长的科技公司的融资成本。与此同时，随着利率更快上升，经济放缓速度可能快于预期，并给仍处高位的科技股估值带来更大压力。不过，乐观的观点认为，鉴于许多科技股已经受到重创，股价已反映盈利预期的下降，因此，如果实际业绩结果好于调降后的预期，可能会提振股价。Truist联席首席投资官Keith Lerner表示：“最大的市场资产是投资者的预期很低，而且已经为坏消息做好了准备。”","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941438368,"gmtCreate":1680517800555,"gmtModify":1680517804451,"author":{"id":"3573199977906635","authorId":"3573199977906635","name":"1M4U6488","avatar":"https://community-static.tradeup.com/news/a6f47f80a5359edd0811af21da8349be","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573199977906635","idStr":"3573199977906635"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941438368","repostId":"1113475555","repostType":2,"isVote":1,"tweetType":1,"viewCount":1767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962472725,"gmtCreate":1669842093667,"gmtModify":1676538253083,"author":{"id":"3573199977906635","authorId":"3573199977906635","name":"1M4U6488","avatar":"https://community-static.tradeup.com/news/a6f47f80a5359edd0811af21da8349be","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573199977906635","idStr":"3573199977906635"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a>👍","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a>👍","text":"$特斯拉(TSLA)$ 👍","images":[{"img":"https://community-static.tradeup.com/news/f6795222f5bfd60132f9319003daef55","width":"1125","height":"2166"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962472725","isVote":1,"tweetType":1,"viewCount":1941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}