BlockBeats 消息，10 月 15 日，瑞银本周表示，在稳健增长、美联储降息预期及强劲 AI 投资的推动下，预计标普 500 指数的涨势将持续。该行预测第三季度每股收益（EPS）增长率将达约 10%。原因包括：
· 消费支出韧性犹存：劳动力市场虽有所降温但仍保持稳固，裁员率处于低位，薪资持续增长，职位空缺数量健康。瑞银认为这将为经济和企业利润提供支撑。
· AI 投资势头强劲：人工智能技术的应用及相关支出持续增长。瑞银预计云服务提供商将实现稳健收入增长，与 AI 基础设施相关的企业盈利预期也将获上调。
· 政策支持与盈利向好：美联储降息与持续的企业盈利增长共同构筑了有利环境。瑞银相信即将到来的财报季将强化本轮牛市的基础。
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