美股 2022 年一季度业绩已基本披露完成，从基数效应和增长放缓的角度来看，美股盈利放缓本身也在意料之内，但是叠加通胀和紧缩的担忧，一季度业绩期披露期间部分龙头公司盈利及未来指引大幅不及预期引发了市场对于后续增长大幅放缓甚至衰退的担忧，例如亚马逊、苹果、沃尔玛及塔吉特等，加剧了近期美股的抛售。
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