告别“科技股独秀”！超75%标普500企业实现利润增长，为2021年来最高

Core Insights - The current earnings season for S&P 500 companies shows the broadest profit growth in over four years, providing some relief to investors facing the worst weekly performance since October [1] - Over 75% of S&P 500 companies that have reported earnings achieved year-over-year profit growth, the highest percentage since Q3 2021 [1] - This trend indicates a shift away from reliance on a few tech giants for earnings growth, alleviating concerns about potential market bubbles [1] Group 1: Earnings Performance - The equal-weighted S&P 500 index has risen 3.5% this year, outperforming the market-cap-weighted benchmark index [4] - Non-tech sectors such as industrials, consumer goods, and healthcare are beginning to contribute significantly to index returns, with expectations for this trend to continue [4] - Notable performers include General Motors, which saw a 9% increase in stock price due to strong profit outlooks, and Procter & Gamble, which benefited from signs of a rebound in U.S. sales [4] Group 2: Future Projections - Analysts from firms like JPMorgan and Goldman Sachs expect the trend of profit expansion to continue in the coming months, driven by strong economic growth prospects [5] - Strong and accelerating economic growth in the first half of 2026 is anticipated to create favorable conditions for smaller and more cyclical stocks compared to the largest market stocks [5] - The earnings gap between the "Magnificent 7" tech stocks and the remaining 493 S&P 500 constituents is expected to narrow in the remainder of the year, with the "Magnificent 7" projected to see an 18% profit growth in 2026, down from 28% last year [5]