---
title: "高盛对消费类股票在财报发布后下滑感到 “意外”"
description: "高盛的消费品专家斯科特·费勒对消费股在强劲的第二季度财报发布后出现下滑表示惊讶。尽管有 83% 的标准普尔 500 公司超出了盈利预期，费勒指出，股票在财报发布后逐渐下滑的趋势，表明市场可能存在 “卖消息” 的环境。他强调，尽管某些行业如住房表现出韧性，但整体消费行业在财报结果发布后正面临下行压力"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/251303168.md"
published_at: "2025-08-02T19:46:20.000Z"
---

# 高盛对消费类股票在财报发布后下滑感到 “意外”

> 高盛的消费品专家斯科特·费勒对消费股在强劲的第二季度财报发布后出现下滑表示惊讶。尽管有 83% 的标准普尔 500 公司超出了盈利预期，费勒指出，股票在财报发布后逐渐下滑的趋势，表明市场可能存在 “卖消息” 的环境。他强调，尽管某些行业如住房表现出韧性，但整体消费行业在财报结果发布后正面临下行压力

The second-quarter earnings season is about two-thirds complete, with 317 S&P 500 companies having reported as of Friday morning.So far, 83% have exceeded profit expectations, with revenues coming in 2.6% above Wall Street estimates and earnings surprising to the upside by 8.3%.On the surface, the results paint a solid picture, butbeneath the headline strength, **Goldman Sachs consumer specialist Scott Feiler has spotted emerging cracks in the consumer sector**.

Feiler told clients Friday that a "**common theme is emerging in consumer:Whether results are good or bad, almost all stocks are fading quickly post the open on EPS days. They are generally continuing lower in the days after results as well**." He noted there are exceptions, includinghousing-exposed names or select outperformers.

This fading price action in consumer stocks may only suggest a**tactical "sell-the-news" market environment**.Feiler added some color around the fades:

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