作者：燕翔、石琳核心结论25Q2美股盈利保持稳健，结构上主要靠TMT驱动：（1）收入：25Q2标普500收入增速6.3%，较Q1（4.8%）小幅提升；（2）EPS：25Q2标普500EPS增速为11.9%，较25Q1（12.9%）边际回落，但仍处于较高水平;分行业看，TMT板块EPS增速领先;按贡献度看，TMT板块贡献盈利增长的73%；（3）ROE：25Q2标普500的ROE（TTM）为19.1%...
Source Link作者：燕翔、石琳核心结论25Q2美股盈利保持稳健，结构上主要靠TMT驱动：（1）收入：25Q2标普500收入增速6.3%，较Q1（4.8%）小幅提升；（2）EPS：25Q2标普500EPS增速为11.9%，较25Q1（12.9%）边际回落，但仍处于较高水平;分行业看，TMT板块EPS增速领先;按贡献度看，TMT板块贡献盈利增长的73%；（3）ROE：25Q2标普500的ROE（TTM）为19.1%...
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