美光科技和英偉達掩蓋了標普 500 指數較為疲軟的盈利增長

標普 500 指數 2026 年第二季度的盈利增長率為 24.7%，主要受到美光科技和英偉達的推動。如果不考慮這兩家半導體巨頭，綜合增長率將降至 16.8%，這突顯了科技領域利潤擴張的集中性。儘管基礎增長依然健康，但這種差異強調了市場整體表現對高績效公司的依賴

The S&P 500’s (SP500) year-over-year earnings growth for the second quarter of 2026 has stood at a robust 24.7%, but that headline figure relies heavily on outsized contributions from two semiconductor giants. Excluding Micron Technology (MU) and Nvidia (NVDA), the blended growth rate for the index drops to 16.8%, underscoring the concentrated natu...