Group 1 - Wall Street strategists indicate that strong corporate earnings will drive the US stock market's upward trend in 2026, despite short-term risks from uncertain interest rate outlooks [1] - Morgan Stanley's Michael Wilson notes clear signs of earnings recovery, with US companies gaining stronger pricing power and earnings forecast revisions having bottomed out [1] - The S&P 500 companies' third-quarter profits surged nearly 15% year-on-year, reflecting a significant performance exceeding expectations during the earnings season [3] Group 2 - The S&P 500 index has risen 14% since 2025, with expectations for a third consecutive year of gains [3] - Analysts have increased earnings forecasts more than they have decreased them since mid-October, indicating positive sentiment in the market [3] - UBS strategists predict that technology companies will again lead US corporate earnings growth next year, forecasting the S&P 500 index to reach a historical high of 7500 points by the end of 2026, representing over an 11% upside from current levels [3]
别被短期波动吓倒!华尔街给市场送上“定心丸”:企业盈利将撑起美股明年涨势