证券时报·2025-04-22 14:59Group 1 - Major tech companies are set to release their Q1 earnings reports this week, which investors will use to assess the impact of Trump's presidency on the US economy [1][6] - The S&P 500 index will see nearly 100 companies report earnings, including Tesla and Google's parent company, with a focus on how management interprets the effects of tariffs [6][7] - Tesla's stock has dropped over 40% this year, and its Q1 delivery numbers were disappointing, leading to a 20% downward revision in full-year profit expectations [6][7] Group 2 - The US economy's outlook remains concerning as trade negotiations with multiple countries have not yielded substantial progress, leading to market pessimism [8][9] - Analysts indicate that achieving a trade agreement typically requires 18 months of negotiation and 45 months for implementation, with a high probability of recession in the US by 2025 if current policies persist [10]