85%标普500公司盈利超预期，华尔街迎来四年来最强财报季

Group 1 - The S&P 500 companies are delivering their strongest earnings season in four years, with approximately 85% of reported third-quarter earnings exceeding profit expectations, the highest ratio since 2021 [1] - Strong corporate performance and ongoing investments in artificial intelligence are offsetting threats from trade tensions and government shutdowns, providing new support for the U.S. stock market, which has seen a cumulative increase of 15% this year but stagnated in October [1] - Major companies are optimistic about navigating current regulatory uncertainties and are confident in future investments and capital expenditures, according to Marija Veitmane, head of equity research at State Street Global Markets [1] Group 2 - JPMorgan forecasts a nearly 12% double-digit earnings growth for S&P 500 companies, surpassing the market's general expectation of a 7.7% year-over-year increase [2] - Earnings surprises are coming from multiple sectors, with notable performances from Citigroup and Morgan Stanley in the financial sector, and General Motors benefiting from strong truck sales and tariff relief [2] - Despite strong earnings, risks such as trade tensions and slowing earnings forecast adjustments remain, prompting caution among investors, as noted by Morgan Stanley strategist Michael Wilson [2]