美股市场速览：市场受美联储压制，苹果走出独立行情

Investment Rating - The report maintains a neutral rating for the U.S. stock market [14]. Core Insights - The U.S. stock market experienced significant declines influenced by hawkish signals from the Federal Reserve, with the S&P 500 dropping by 2% [2][3]. - A total of 1 industry saw gains while 23 industries faced declines, with hardware technology and equipment up by 1.7% and energy down by 5.5% [3]. - There was a rapid outflow of funds from the U.S. stock market, with an estimated outflow of $6.73 billion from S&P 500 constituents this week [4]. - Earnings forecasts have stagnated, with 16 industries seeing upward revisions and 7 experiencing downward revisions [5]. Summary by Relevant Sections Market Overview - The S&P 500 closed at 5,931, reflecting a weekly decline of 2% and a year-to-date increase of 24.3% [10]. - The overall price-to-earnings ratio for S&P 500 constituents decreased from 22.4x to 21.9x [6]. Sector Performance - The report highlights that the energy sector faced the largest decline at -5.5%, while the hardware technology and equipment sector was the only one to gain [3][15]. - The report notes that the consumer services sector saw a slight decline of 2.4%, while the retail sector experienced a decline of 2.1% [15]. Fund Flows - The report indicates that 3 sectors saw inflows, including software and services (+$9.6 million), while 21 sectors experienced outflows, with the automotive and parts sector seeing the largest outflow of -$3.15 billion [16]. Earnings Forecasts - The report states that the dynamic F12M EPS expectations for S&P 500 constituents remained largely unchanged [17].