美股本周市场展望

Group 1 - European stock markets experienced a general decline during midday trading, following a slight increase the previous week [1] - Germany's industrial production in October increased by 1.8% month-on-month, surpassing expectations and the 1.1% growth in September, driven by strong growth in construction, machinery, and electronics, while the automotive sector saw a decline [1] - The latest Sentix Eurozone investor confidence report indicated improvements in both expectations and current conditions, suggesting a stabilization in market sentiment [1] Group 2 - In the Asia-Pacific region, stock markets generally closed lower overnight, with a meeting between senior trade officials from the US and China indicating compliance with recent agreement terms by Beijing [1] - China's exports rebounded in November, reversing an unexpected decline in October [1] - Japan's final GDP for the third quarter contracted by 2.3%, worse than the expected decline of 2.0% and the previously reported 1.8% decline [1] Group 3 - The expected earnings per share (EPS) growth for S&P 500 companies in the fourth quarter is projected at 7.4%, with sales also expected to grow by 7.4%, leading to an approximate 11% increase in annual index earnings if achieved [1] - Earnings expectations for 2026 have been continuously revised upward, with a projected annual EPS growth of 14% [1]