<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/05/Wall-Street.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/05/Wall-Street.png"/></p>
<p>标准普尔 500 指数在过去几周内大幅上涨，部分弥补了今年早些时候唐纳德·特朗普公布关税时造成的损失。在 4 月份初跌至 4840 美元的低点后，该指数反弹了 17%，目前为 5660 美元，创下自 4 月 2 日以来的最高水平。</p>
<h2>标准普尔 500 指数的主要催化因素</h2>
<p>在过去几周，标准普尔 500 指数有多个催化因素。其中最重要的是美国与其他国家，尤其是中国达成贸易协议的希望日益增强。</p>
<p>美国已经与英国达成协议，唐纳德·特朗普在瑞士与中国的首次谈判中表示赞赏。潜在的协议将导致关税降低，并承诺中国将购买更多美国商品，特别是在能源和农业领域。</p>
<p>特朗普还希望中国能够降低其非关税壁垒，包括知识产权（IP）盗窃。不过，很明显，两国之间的协议需要更多轮谈判才能达成。财政部长斯科特·贝森特暗示，这将至少需要三年时间。</p>
<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/05/SP-500-2-1024x569.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/05/SP-500-2-1024x569.png"/></p>
<p>标准普尔 500 指数图表</p>
<p>另一个影响标准普尔 500 指数的因素是美联储，上周的会议上维持利率不变。上周利率保持在 4.50% 不变，并暗示在做出下次降息决定时将采取观望态度。</p>
<p>美国与其他国家之间的贸易协议将有助于美联储更早地降息，因为这将导致通货膨胀降低。</p>
<p>此外，该指数对正在进行的财报季反应温和。FactSet 的数据表明，标准普尔 500 指数中 90% 的公司已报告了财务业绩。它们的综合盈利增长为 13.4%，这是连续第二个季度的两位数盈利增长。</p>
<p>由于分析师认为这些盈利是暂时的，因为在第一季度并未实施互惠关税，因此财报季相对平淡。</p>
<p>随着财报季的结束，一些值得关注的标准普尔 500 指数顶级股票将是沃尔玛、应用材料和思科系统。</p>
<h3>沃尔玛（WMT）</h3>
<p>沃尔玛的股价在过去几周表现良好，从 4 月份的 80 美元上涨至今天的 97 美元。这一复苏与标准普尔 500 指数中其他公司的表现相呼应。</p>
<p>分析师预计沃尔玛的财报显示，其上季度收入增长了 2.85%，达到 1645 亿美元。他们希望今年的年收入约为 7020 亿美元，比去年增长 4.10%。沃尔玛的平均股价预测为 107 美元，高于目前的 96 美元。</p>
<p>阅读更多：沃尔玛股价创下历史新高，投资是否已为时已晚？专家们怎么说</p>
<h3>应用材料（AMAT）</h3>
<p>应用材料是另一个值得关注的顶级公司，预计将在周四发布财务业绩。这些数据发布时，AMAT 的股价正试图在 123.95 美元的低点后反弹。</p>
<p>作为一家顶级半导体公司，应用材料预计将发布 71.2 亿美元的收入，比去年同期增长 7.12%。预计年收入将达到 287 亿美元，比去年增长 5.8%。分析师预计 AMAT 的股价将从当前的 155 美元上涨至 201 美元。</p>
<p>阅读更多：应用材料股票：在财报前 AMAT 是否值得投资？</p>
<h3>思科系统（CSCO）</h3>
<p>思科系统的股价从 4 月份的 52.15 美元上涨至今天的 60 美元，周二的财报将对其产生影响。</p>
<p>由于思科是最大的网络解决方案提供商之一，该公司的业务受益于人工智能的宏观主题。分析师预计财报将显示其业务在上季度表现良好，收入增长 10%，达到 140 亿美元。分析师对思科的股价目标为 67 美元，高于当前的 59 美元。</p>
<p>本文标题为《值得关注的标准普尔 500 指数顶级股票：沃尔玛、应用材料、思科》，首发于 Invezz。</p>

应用材料

思科

<p>标准普尔 500 指数已反弹 17%，达到 5,660 美元，恢复了因关税造成的早期损失。主要催化因素包括对美中贸易协议的希望以及美联储维持利率不变。值得关注的股票包括沃尔玛，其股价已上涨至 97 美元，预计收入将增长；应用材料，预计收入将上升至 71.2 亿美元；思科系统，预计报告收入增长 10%，达到 140 亿美元。分析师对这三只股票的前景持积极态度</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/05/Wall-Street.png" alt="" original-src="https://invezz.com/wp-content/uploads/2025/05/Wall-Street.png"/></p>
<p>The S&amp;P 500 Index has jumped in the past few weeks and pared back some of the losses it made earlier this year when Donald Trump unveiled his tariffs. After initially falling to a low of $4,840 in April, it has rebounded by 17% to the current $5,660, its highest level since April 2.</p>
<div class="lb-trans"><p>标准普尔 500 指数在过去几周内大幅上涨，部分弥补了今年早些时候唐纳德·特朗普公布关税时造成的损失。在 4 月份初跌至 4840 美元的低点后，该指数反弹了 17%，目前为 5660 美元，创下自 4 月 2 日以来的最高水平。</p>
</div><h2>Top S&amp;P 500 Index catalysts</h2>
<div class="lb-trans"><h2>标准普尔 500 指数的主要催化因素</h2>
</div><p>The S&amp;P 500 Index has had numerous catalysts in the past few weeks. The most important one has been the rising hope that the US will reach trade deal with other countries, especially China.</p>
<div class="lb-trans"><p>在过去几周，标准普尔 500 指数有多个催化因素。其中最重要的是美国与其他国家，尤其是中国达成贸易协议的希望日益增强。</p>
</div><p>It has already reached a deal with the United Kingdom, and Donald Trump hailed the first day of talks with China in Switzerland. A potential deal will lead to lower tariffs and a commitment for China to buy more US goods, especially in the energy and agricultural sectors.</p>
<div class="lb-trans"><p>美国已经与英国达成协议，唐纳德·特朗普在瑞士与中国的首次谈判中表示赞赏。潜在的协议将导致关税降低，并承诺中国将购买更多美国商品，特别是在能源和农业领域。</p>
</div><p>Trump also hopes that China will lower its non-tariff barriers, including intellectual property (IP) theft. Still, it is clear that the deal between the two countries will take more rounds of talks to achieve. Scott Bessent, the Treasury Secretary, has hinted that they will take at least three years.</p>
<div class="lb-trans"><p>特朗普还希望中国能够降低其非关税壁垒，包括知识产权（IP）盗窃。不过，很明显，两国之间的协议需要更多轮谈判才能达成。财政部长斯科特·贝森特暗示，这将至少需要三年时间。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/05/SP-500-2-1024x569.png" alt="" original-src="https://invezz.com/wp-content/uploads/2025/05/SP-500-2-1024x569.png"/></p>
<p>S&amp;P 500 Index chart</p>
<div class="lb-trans"><p>标准普尔 500 指数图表</p>
</div><p>The other catalyst for the S&amp;P 500 Index is the Federal Reserve, which left interest rates unchanged in its meeting last week. It left rates intact at 4.50% last week and hinted that it will embrace a wait-and-see attitude when making the next decision to cut.</p>
<div class="lb-trans"><p>另一个影响标准普尔 500 指数的因素是美联储，上周的会议上维持利率不变。上周利率保持在 4.50% 不变，并暗示在做出下次降息决定时将采取观望态度。</p>
</div><p>A trade deal between the US and other countries would help the Federal Reserve cut rates earlier as it would lead to lower inflation.</p>
<div class="lb-trans"><p>美国与其他国家之间的贸易协议将有助于美联储更早地降息，因为这将导致通货膨胀降低。</p>
</div><p>Further, the index has reacted mildly to the ongoing earnings season. Data compiled by FactSet shows that 90% of all companies in the S&amp;P 500 Index have reported earnings. Their blended earnings growth was 13.4%, the second straight quarter of double-digit earnings growth.</p>
<div class="lb-trans"><p>此外，该指数对正在进行的财报季反应温和。FactSet 的数据表明，标准普尔 500 指数中 90% 的公司已报告了财务业绩。它们的综合盈利增长为 13.4%，这是连续第二个季度的两位数盈利增长。</p>
</div><p>The earnings season has been relatively muted because analysts believe that these earnings were transitory since the reciprocal tariffs were not implemented in the first quarter.</p>
<div class="lb-trans"><p>由于分析师认为这些盈利是暂时的，因为在第一季度并未实施互惠关税，因此财报季相对平淡。</p>
</div><p>As the earnings season winds down, some of the top S&amp;P 500 Index stocks to watch will be Walmart, Applied Materials, and Cisco Systems.</p>
<div class="lb-trans"><p>随着财报季的结束，一些值得关注的标准普尔 500 指数顶级股票将是沃尔玛、应用材料和思科系统。</p>
</div><h3>Walmart (WMT)</h3>
<div class="lb-trans"><h3>沃尔玛（WMT）</h3>
</div><p>The Walmart stock price has done well in the past few weeks as it jumped from $80 in April to $97 today. This recovery mirrored the performance of other companies in the S&amp;P 500 Index.</p>
<div class="lb-trans"><p>沃尔玛的股价在过去几周表现良好，从 4 月份的 80 美元上涨至今天的 97 美元。这一复苏与标准普尔 500 指数中其他公司的表现相呼应。</p>
</div><p>Analysts expect Walmart’s numbers to show that its revenue rose by 2.85% in the last quarter to $164.5 billion. Their hope is that the annual revenue this year will be about $702 billion, up by 4.10% from a year earlier. The average Walmart stock price forecast is $107, up from the current $96.</p>
<div class="lb-trans"><p>分析师预计沃尔玛的财报显示，其上季度收入增长了 2.85%，达到 1645 亿美元。他们希望今年的年收入约为 7020 亿美元，比去年增长 4.10%。沃尔玛的平均股价预测为 107 美元，高于目前的 96 美元。</p>
</div><p>Read more: Is it too late to invest in Walmart stock as it hits a record high? here’s what experts are saying</p>
<div class="lb-trans"><p>阅读更多：沃尔玛股价创下历史新高，投资是否已为时已晚？专家们怎么说</p>
</div><h3>Applied Materials (AMAT)</h3>
<div class="lb-trans"><h3>应用材料（AMAT）</h3>
</div><p>Applied Materials is another top company to watch as it releases its financial results on Thursday. These numbers come as the AMAT stock price is attempting to rebound after bottoming at $123.95.</p>
<div class="lb-trans"><p>应用材料是另一个值得关注的顶级公司，预计将在周四发布财务业绩。这些数据发布时，AMAT 的股价正试图在 123.95 美元的低点后反弹。</p>
</div><p>Applied Materials, a top semiconductor company, is expected to publish revenues of $7.12 billion, a 7.12% increase from the same period last year. The annual revenues are expected to come in at $28.7 billion, a 5.8% from a year earlier. Analysts expect the AMAT stock price to jump to $201 from the current $155.</p>
<div class="lb-trans"><p>作为一家顶级半导体公司，应用材料预计将发布 71.2 亿美元的收入，比去年同期增长 7.12%。预计年收入将达到 287 亿美元，比去年增长 5.8%。分析师预计 AMAT 的股价将从当前的 155 美元上涨至 201 美元。</p>
</div><p>Read more: Applied Materials stock: Is AMAT a bargain ahead of earnings?</p>
<div class="lb-trans"><p>阅读更多：应用材料股票：在财报前 AMAT 是否值得投资？</p>
</div><h3>Cisco Systems (CSCO)</h3>
<div class="lb-trans"><h3>思科系统（CSCO）</h3>
</div><p>Cisco Systems stock price has jumped from a low of $52.15 in April to $60 today, and its earnings on Tuesday will have an impact on it.</p>
<div class="lb-trans"><p>思科系统的股价从 4 月份的 52.15 美元上涨至今天的 60 美元，周二的财报将对其产生影响。</p>
</div><p>The company’s business has benefited from the AI macro theme since it is one of the biggest providers of networking solutions. Analysts expect the results to show that its business did well in the last quarter as its revenue rose by 10% to $14 billion. Analysts have a Cisco stock price target of $67, up from the current $59.</p>
<div class="lb-trans"><p>由于思科是最大的网络解决方案提供商之一，该公司的业务受益于人工智能的宏观主题。分析师预计财报将显示其业务在上季度表现良好，收入增长 10%，达到 140 亿美元。分析师对思科的股价目标为 67 美元，高于当前的 59 美元。</p>
</div><p>The post Top S&amp;P 500 Index stocks to watch: Walmart, Applied Materials, Cisco appeared first on Invezz</p>
<div class="lb-trans"><p>本文标题为《值得关注的标准普尔 500 指数顶级股票：沃尔玛、应用材料、思科》，首发于 Invezz。</p>
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值得关注的标普 500 指数成分股：沃尔玛、应用材料、思科