分析师:多重风险快速消退 美股重拾乐观
news flash·2025-07-07 13:05
Core Viewpoint - The main factor driving the stock market to new highs is the significant decrease in economic uncertainty [1] Group 1: Economic Factors - Tariff policies are expected to be milder than previously anticipated in April [1] - Current tariff measures have not negatively impacted the economy, as evidenced by a strong labor market [1] Group 2: Market Sentiment - Analysts have stopped downgrading earnings expectations for S&P 500 constituents [1] - From February 19 to April 8, various uncertainties rose sharply, leading to a market pullback; however, these risks have since dissipated quickly [1]