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【导读】来源:长桥海豚投研 除了英伟达(NVDA.US)等极个别公司之外,轰轰烈烈的美股巨头财报季基本落幕。美股这个财报季在海豚君的定义中,一直把它看成是具有一定拐点意义的一个季度。 因为除了通过巨头披露2022年一季度的业绩看通胀的实际影响,更重要的是,还可以通过巨头的业绩指引来理解,在当前的背景下,支撑美股的这几只巨头对于业绩拐点的判断,进而理解美国加息…
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