---
title: "高盛對消費類股票在財報發佈後下滑感到 “意外”"
description: "高盛的消費品專家斯科特·費勒對消費股在強勁的第二季度財報發佈後出現下滑表示驚訝。儘管有 83% 的標準普爾 500 公司超出了盈利預期，費勒指出，股票在財報發佈後逐漸下滑的趨勢，表明市場可能存在 “賣消息” 的環境。他強調，儘管某些行業如住房表現出韌性，但整體消費行業在財報結果發佈後正面臨下行壓力"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/251303168.md"
published_at: "2025-08-02T19:46:20.000Z"
---

# 高盛對消費類股票在財報發佈後下滑感到 “意外”

> 高盛的消費品專家斯科特·費勒對消費股在強勁的第二季度財報發佈後出現下滑表示驚訝。儘管有 83% 的標準普爾 500 公司超出了盈利預期，費勒指出，股票在財報發佈後逐漸下滑的趨勢，表明市場可能存在 “賣消息” 的環境。他強調，儘管某些行業如住房表現出韌性，但整體消費行業在財報結果發佈後正面臨下行壓力

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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