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 News JPMorgan's EMEA Equity Strategy Head Natalia Lipishina stated that the US earnings "super cycle" will drive the stock market to new highs, a trend fueled by massive investments from mega-cap companies and advancements in AI agent technology. Lipishina said: "We have actually just raised our forecast for the S&P 500 index, and we expect earnings growth of up to 20% in 2026." In the current earnings season, S&P 500 earnings growth has reached its highest level in five years, with most of the growth still coming from large tech companies. Lipishina described the recent earnings growth performance as "quite remarkable," with the technology sector playing a significant role. The bank's upward revision to its earnings forecast reflects confidence that earnings growth will be more durable than the general economic cycle. (Jinshi)