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盈利引擎恐“熄火” 美股涨势面临大考
智通财经网·2025-06-27 11:59

Group 1 - The S&P 500 index is close to its historical high, but the upcoming earnings season poses a significant test for the market [1] - Wall Street expects a 2.8% year-over-year profit growth for S&P 500 companies in Q2, the smallest increase in two years [2] - Only 6 out of 11 sectors in the S&P 500 are expected to see profit growth, marking the lowest number of growing sectors since Q1 2023 [2] Group 2 - Concerns over tariffs and geopolitical risks are contributing to a bleak outlook for the upcoming earnings season [5] - FedEx and General Mills have issued warnings about lower-than-expected profits due to a "global demand environment uncertainty" [5] - The energy sector is projected to experience the largest profit decline in Q2, with a year-over-year drop of 25.5% [5] Group 3 - Analysts believe that the forecasts for the upcoming earnings season may be overly conservative, with some expecting a more optimistic outlook for 2026 [6] - Despite strong quarterly performance, concerns about tariff uncertainties may not be fully alleviated [6] - A survey of 169 CEOs indicated that expectations and plans for the next six months have been adjusted downward due to ongoing tariff issues [6]