Group 1 - The S&P 500 index has been above its 50-day moving average for 125 consecutive trading days, the longest streak since 2011, with only three longer streaks in the past 30 years [1][2] - The index has seen a 38% increase since early April, adding $17 trillion in market value, leading to concerns about overvaluation and high market positioning [1] - Historical data suggests that November marks the beginning of the best six months for the U.S. stock market, but there are questions about whether the year-end gains have already been priced in [1][2] Group 2 - The upcoming days are critical for the stock market as major tech companies will report quarterly earnings and the Federal Reserve will announce interest rate decisions [2] - Over 40% of S&P 500 companies by market capitalization will report earnings this week, including Microsoft, Alphabet, Meta, Apple, and Amazon [2] Group 3 - Concerns are rising over the valuation of tech giants as the S&P 500 index is currently 13% above its long-term support level of 6097 points, a situation that has historically preceded sell-offs [3] - Despite the concerns, some analysts believe that the market is not yet in a critical state, as the S&P 500 has often traded above its 200-day moving average by more than 10% [3] - November has historically been the strongest month for the S&P 500, with an average increase of about 2.5% compared to 0.6% for the other months [3] Group 4 - The year-end target for the S&P 500 index is set at 7400 points, indicating a potential increase of 7.4% from the recent closing price [4] - There are arguments for both bullish and bearish perspectives, but the current upward trend is difficult to resist [4]
美股再创罕见纪录，华尔街陷入两难：落袋为安还是继续冲？
Jin Shi Shu Ju·2025-10-29 12:53