TACO护体，美股无惧风雨，财报季将再掀狂澜？

Group 1 - The article discusses the resilience of the market in the face of various crises, including inflation fears, tariffs, and geopolitical tensions, suggesting that these factors have not significantly impacted the long-term bullish trajectory driven by AI [1][2][6] - Investors are increasingly confident in the upcoming earnings season, particularly for major tech companies and AI-related firms, which are expected to show strong performance and continue to drive the market to new highs [2][12] - The "TACO" trading strategy has gained popularity among Wall Street traders, betting that the Trump administration will back down from aggressive tariff threats, leading to market rebounds after initial declines [7][8] Group 2 - Despite rising indicators of market pressure, traders are showing increased risk tolerance, with low volatility across asset classes indicating a potential for continued upward movement in risk assets [3][6] - Major tech companies, particularly those involved in AI, are projected to lead earnings growth, with Nvidia and Microsoft expected to drive significant increases in profitability, contributing to the overall bullish sentiment in the market [12][13] - The demand for AI infrastructure remains strong, with major clients committing to increased spending on AI capabilities, which is seen as a key driver for stock market performance [13]