--- title: "标普 500 指数因强劲的收益提升了 2026 年的预测而上涨" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286893539.md" description: "美银将其 2026 年标普 500 指数每股收益预期上调至 335 美元,此前第一季度收益同比增长 26%,创下多年来的最高增幅。能源、材料、工业和科技等关键行业蓬勃发展,受益于人工智能需求和商品价格上涨。然而,地缘政治紧张局势、潜在的关税变化以及消费者信贷疲软可能对 2026 年的市场动能构成风险" datetime: "2026-05-19T10:19:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286893539.md) - [en](https://longbridge.com/en/news/286893539.md) - [zh-HK](https://longbridge.com/zh-HK/news/286893539.md) --- # 标普 500 指数因强劲的收益提升了 2026 年的预测而上涨 Earnings smash forecasts: BofA hiked its 2026 S&P 500 EPS estimate to $335 after Q1 earnings rose 26% year over year, the strongest in years. Broad sector strength: Energy, materials, industrials, and tech are all outperforming, with AI demand and commodity price spikes boosting multiple sectors. Risks on horizon: Geopolitical tensions, potential tariff changes, and expected weaker consumer credit could temper market momentum later in 2026. ### 相关股票 - [.SPX.US](https://longbridge.com/zh-CN/quote/.SPX.US.md) - [MGV.US](https://longbridge.com/zh-CN/quote/MGV.US.md) - [IUSV.US](https://longbridge.com/zh-CN/quote/IUSV.US.md) - [SSO.US](https://longbridge.com/zh-CN/quote/SSO.US.md) - [SPY.US](https://longbridge.com/zh-CN/quote/SPY.US.md) - [MGK.US](https://longbridge.com/zh-CN/quote/MGK.US.md) - [SCHG.US](https://longbridge.com/zh-CN/quote/SCHG.US.md) - [VUG.US](https://longbridge.com/zh-CN/quote/VUG.US.md) - [IVV.US](https://longbridge.com/zh-CN/quote/IVV.US.md) - [VTV.US](https://longbridge.com/zh-CN/quote/VTV.US.md) - [SPXL.US](https://longbridge.com/zh-CN/quote/SPXL.US.md) - [VOO.US](https://longbridge.com/zh-CN/quote/VOO.US.md) - [IUSG.US](https://longbridge.com/zh-CN/quote/IUSG.US.md) - [BAC.US](https://longbridge.com/zh-CN/quote/BAC.US.md) - [BAC-Q.US](https://longbridge.com/zh-CN/quote/BAC-Q.US.md) - [BML-L.US](https://longbridge.com/zh-CN/quote/BML-L.US.md) - [BAC-L.US](https://longbridge.com/zh-CN/quote/BAC-L.US.md) - [BAC-K.US](https://longbridge.com/zh-CN/quote/BAC-K.US.md) - [BML-H.US](https://longbridge.com/zh-CN/quote/BML-H.US.md) - [BAC-N.US](https://longbridge.com/zh-CN/quote/BAC-N.US.md) - [BAC-E.US](https://longbridge.com/zh-CN/quote/BAC-E.US.md) - [MER-K.US](https://longbridge.com/zh-CN/quote/MER-K.US.md) - [BAC-O.US](https://longbridge.com/zh-CN/quote/BAC-O.US.md) - [BML-G.US](https://longbridge.com/zh-CN/quote/BML-G.US.md) - [BAC-M.US](https://longbridge.com/zh-CN/quote/BAC-M.US.md) - [BAC-B.US](https://longbridge.com/zh-CN/quote/BAC-B.US.md) - [BML-J.US](https://longbridge.com/zh-CN/quote/BML-J.US.md) - [BAC-S.US](https://longbridge.com/zh-CN/quote/BAC-S.US.md) - [BAC-P.US](https://longbridge.com/zh-CN/quote/BAC-P.US.md) - [8648.JP](https://longbridge.com/zh-CN/quote/8648.JP.md) ## 相关资讯与研究 - [美银大幅上调 2026 年标普 500 盈利预期:Q1 财报 “炸场” 之后,盈利周期仍在扩张](https://longbridge.com/zh-CN/news/286862606.md) - [能源冲击面前,美国经济真能扛住吗?这家机构给出了答案](https://longbridge.com/zh-CN/news/286998509.md) - [不是 1999 年的重演!看空声此起彼伏,反向投资者却嗅到了不同气息](https://longbridge.com/zh-CN/news/286570774.md) - [美财长释放乐观论调,称高通胀高收益率仅是短期行情](https://longbridge.com/zh-CN/news/287143530.md) - [沃什的第一道死局](https://longbridge.com/zh-CN/news/287024134.md)