Group 1 - Small-cap stocks have outperformed large-cap stocks every trading day this year, with the Russell 2000 index rising 0.8% on Thursday, marking its eighth closing high in 2026 and the 14th consecutive day of outperforming the broader S&P 500 index, the longest streak since May 1996 [1] - Goldman Sachs predicts that U.S. economic growth will accelerate above market consensus expectations, with inflation below consensus, leading the Federal Reserve to continue easing monetary policy [5] - The strong performance of the Russell 2000 index coincides with a cooling enthusiasm for artificial intelligence in the market, prompting traders to seek growth opportunities in other sectors as technology stocks lag [5] Group 2 - Analysts suggest that small-cap stocks need to demonstrate earnings support for their rapid rise to sustain new highs and continue outperforming the AI-driven S&P 500 index [5] - Market leadership is shifting, with a clear transition occurring, although some pullbacks are expected; the current trend is viewed as being in its early stages [5]
美国经济韧性支撑下小盘股迎来春天！罗素2000连续14日跑赢标普500 创1996年来最长连胜
智通财经网·2026-01-23 01:09