特朗普“地缘炸弹”炸出黄金坑？华尔街高喊：政治动荡只是噪音，盈利增长才是买点

Group 1 - The U.S. is threatening to initiate an economic war to gain control over Greenland, while uncertainty in Japanese politics disrupts the global bond market, and the independence of the Federal Reserve is still under threat from the Trump administration [1][5] - Despite the market turmoil, Wall Street strategists believe the foundation for further stock market gains remains solid, as risk assets have historically been able to overlook geopolitical turmoil unless it leads to a significant rise in oil prices [1][4] - The S&P 500 index dropped 2.1%, marking the largest single-day decline since October, erasing all gains for the year, while the Chicago Board Options Exchange Volatility Index (VIX) surged above 20, indicating increased market volatility [5][6] Group 2 - Approximately 70% of stocks in the S&P 500 are above their 200-day moving average, and the Russell 2000 index and S&P equal-weight index have reached all-time highs, supporting a bullish outlook [4][5] - Earnings growth is expected to be around 9% for Q4, with double-digit growth projected for each quarter in 2026, driven by sectors such as artificial intelligence and healthcare [4][6] - The earnings season has shown strong performance, with 73% of S&P 500 companies exceeding analyst expectations, higher than the historical average of 68% [5][6]