摩根大通：美国的盈利“超级周期”将推动股市再创新高

Odaily Planet Daily reports that Natalia Lipishina, Head of Equity Strategy for Europe, the Middle East and Africa at JPMorgan Chase, stated that the U.S. earnings "super cycle" will drive the stock market to new all-time highs, a trend fueled by massive investments from mega-cap companies and advancements in AI agent technology. Lipishina noted, "We have actually just raised our forecast for the S&P 500 index. We believe earnings growth could reach 20% in 2026." The S&P 500's earnings growth has hit a five-year high during the current earnings season, with the majority of the growth still coming from big tech companies. Lipishina described the recent earnings growth as "quite remarkable," attributing it largely to the technology sector. The bank's upwardly revised earnings forecast reflects its confidence that earnings growth will prove more durable than in a typical economic cycle. (Jinshi)