why weak dollar should be + for sp500 and tech in particular

来源: 2026-01-27 15:36:29 [旧帖] [给我悄悄话] 本文已被阅读:
Approximately 28% to 41% of S&P 500 revenues come from outside the United States, according to 2023-2025 data, reflecting significant international exposure for large-cap U.S. companies. While some estimates place foreign revenue at 28% (with 72% domestic), others indicate it may be closer to 41%. 
Key Details on S&P 500 Foreign Revenue:
  • Sector Leaders: The Information Technology sector has the highest exposure, with 56% to 59% of revenue coming from foreign sources.
  • Other Sectors: Materials (49%) and Energy (37%) also have high international exposure, while Utilities are mostly domestic.
  • Regional Breakdown: Asia Pacific accounts for about 10% of total sales, followed by Europe (5%).
  • Impact: A stronger U.S. dollar often creates headwinds for these foreign-derived earnings. 
The percentage can fluctuate based on the strength of the dollar and specific sector performance, with international revenue generally ranging between 28% and 41% over the past few years. 
The information above was generated by googl search.