今夜，见证历史

Market Performance - The Nasdaq index has reached a new high, surpassing the 21,000 points mark, driven by strong performances from major technology stocks [1][3] - The S&P 500 and Nasdaq both set historical highs, with the S&P 500 increasing by approximately 0.6% and the Nasdaq rising by 0.7% [1] Earnings Season - The current earnings season has started strong, with over 85% of the 62 S&P 500 companies that have reported earnings exceeding expectations [5] - The second-quarter earnings growth for the S&P 500 is tracking at 5%, with the "Magnificent Seven" companies expected to see a 14% increase in earnings [5] - Analysts suggest that the market may continue to rise, with UBS maintaining a target of 6,500 points for the S&P 500 by June 2026 [5][7] Economic Indicators - A weaker dollar is expected to provide a slight boost to S&P 500 earnings, partially offsetting tariff pressures [6] - Continuous growth in corporate earnings indicates further upside potential for stock allocations [7] - The combination of falling inflation, sustained economic growth, and stable interest rates supports current stock market valuations [8] Technology Sector Insights - The majority of the "Magnificent Seven" companies are anticipated to lead the market due to their strong earnings growth and cash flow [8] - The positive effects of artificial intelligence are still in the early stages, with tech giants positioned to benefit significantly from this trend [8]