Core Viewpoint - Despite growing concerns about the fundamentals of the U.S. economy and the potential risks masked by the AI boom, Wall Street analysts are increasingly optimistic about corporate earnings prospects [1] Earnings Expectations - In October, Wall Street analysts continued to raise earnings expectations, leading to the highest level of net upward revisions as a percentage of total expected changes in four years [1] - The net earnings revision index (NERI) for the S&P 500 rose by 0.6 percentage points this month, marking a continuous increase for five months since hitting a 28-month low of -7.8% in May [1] - The speed and magnitude of this rebound are noteworthy, with the five-month surge being the largest single improvement in NERI since December 2020 [1] Sector Performance - The upward revisions in earnings expectations are occurring more broadly, with 7 out of 11 sectors experiencing more upward revisions than downward ones, the highest since August 2024, surpassing the 5 sectors from August [1]
华尔街上调企业盈利预期 指标显示乐观情绪日益升温
Ge Long Hui A P P·2025-10-17 10:17