标普500企业Q2盈利超预期27%，AI热潮获业绩支撑

Odaily Planet Daily News The Kobeissi Letter posted on Platform X stating that, benefiting from the AI investment cycle, AI-related companies are delivering strong earnings reports. So far, S&P 500 component companies have exceeded market expectations by an average of 27% in Q2 2026 earnings, potentially making it one of the strongest quarters in decades. Furthermore, Nasdaq 100 component companies have exceeded earnings expectations by 55%, while the Bloomberg AI Value Chain Index has performed even more prominently, with companies exceeding earnings expectations by an average of 71%.