Core Viewpoint - Small-cap stocks are expected to outperform large-cap counterparts in terms of profit growth, potentially leading to increased merger and acquisition activity in the sector [1] Group 1: Profit Growth Expectations - Companies in the S&P 600 small-cap index are projected to see a profit growth of 14% in the third quarter, surpassing the nearly 12% growth rate of the S&P 500 index [1] - Analysts suggest that small companies may achieve faster earnings growth compared to larger peers, indicating a shift in market dynamics [1] Group 2: Impact of Interest Rates - Further interest rate cuts are anticipated to benefit small companies, which typically carry higher debt burdens, thereby enhancing their profitability [1] - The potential for small-cap stocks to deliver excess returns by 2026 is highlighted for investors seeking opportunities [1] Group 3: Valuation and M&A Activity - Relatively cheap valuations of small-cap stocks may trigger a wave of mergers and acquisitions, providing additional support for the sector [1]
美股小型股有望跑赢大盘 盈利增长更快估值更具吸引力
Ge Long Hui A P P·2025-11-13 12:34