Group 1 - The market sentiment, valuations, and positioning appear to be at high levels, which could exacerbate negative reactions from investors if actual performance falls short of expectations [1] - For the fourth quarter of 2025, the S&P 500 index is projected to see an 8.3% year-over-year growth in earnings per share (EPS) and a 7.7% increase in revenue, marking the potential for the 10th consecutive quarter of EPS growth and the 21st consecutive quarter of revenue growth [1] - The first week of the fourth quarter earnings season is expected to set the tone for market performance for the remainder of the month, with strong updates from major banks on credit, profitability, and capital allocation likely to boost investor confidence [1] Group 2 - The upcoming release of the December Consumer Price Index (CPI) and Producer Price Index (PPI) is anticipated to show a year-over-year increase of 2.7% for both overall and core indices, aiding in the assessment of recent inflation dynamics in the U.S. following government shutdown impacts [2]
美股周一开盘点评：第一个交易周市场变化巨大
Xin Lang Cai Jing·2026-01-12 20:06