没有引爆油价的地缘危机不足为惧？华尔街多头信心十足！

Group 1 - The market environment is currently unfavorable for buying risk assets, especially with a high valuation in US stocks and a significant number of bullish investors compared to bearish ones [1] - Despite recent market volatility, Wall Street strategists believe the foundation for continued market growth remains solid, citing historical resilience of risk assets during geopolitical crises [1][2] - The S&P 500 index experienced a significant drop of 2.1%, marking its largest single-day decline in October, with the VIX index surpassing the 20 mark, indicating increased market volatility [3] Group 2 - Corporate earnings are expected to support bullish sentiment, with projections of approximately 9% growth in S&P 500 earnings for Q4 of the previous year and double-digit growth anticipated in 2026 [2] - Approximately 70% of S&P 500 constituents are trading above their 200-day moving average, and the Russell 2000 index has reached a historical high, indicating strong market performance [2] - 73% of companies reporting earnings in the first week of the earnings season exceeded analyst expectations, which is above the historical average of 68% [3] Group 3 - The potential for President Trump to backtrack on aggressive policies could lead to market stabilization, as seen in previous instances where threats of tariffs were retracted shortly after being announced [4] - Analysts maintain a bullish stance on the stock market while acknowledging the potential for increased volatility due to aggressive government policies [5] - Strong macroeconomic fundamentals, improving earnings growth, and a trend towards easing trade tensions are cited as reasons to remain optimistic about the market outlook [5]