Core Insights - The US stock market is at historical highs, with positive expectations for corporate profit growth as the earnings season approaches [1] - Over 22% of companies in the S&P 500 that have issued third-quarter earnings guidance expect to exceed analyst expectations, the highest rate in a year [1] - The proportion of companies issuing lower-than-expected profit forecasts has dropped to the lowest level in four quarters [1] Market Sentiment - Wall Street analysts project a 6.9% growth rate in earnings for S&P 500 companies in the third quarter, an increase from the 6.7% forecast made in late May [1] - Improved market sentiment indicates greater investor confidence in companies' ability to withstand the impact of tariffs imposed during the Trump administration [1] Tariff Impact - Concerns regarding tariffs have been prevalent, but the actual impact appears to be less severe than anticipated, with companies seemingly absorbing most of the tariff costs [1] - The ongoing debate about the timing and severity of tariff impacts continues, with analysts questioning whether the issues are merely delayed or resolved [1]
美股处历史高位迎财报季 企业盈利预期向好支撑涨势
Ge Long Hui A P P·2025-09-19 09:56