银河证券：预计美股的进一步上行动力仍受财报季业绩兑现影响
36氪获悉，银河证券表示，美股继续上行空间或受制于估值高位，需关注财报季表现及地缘冲突、油价与联储政策定价。经历快速反弹后，标普500整体市盈率已回升至30.62（前高31.52），处于历史相对高位的估值意味着投资者对盈利质量更为苛刻，例如台积电一季报业绩超预期但股价仍出现回调，
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