4月13日，德意志银行对今年首个财报季持高度乐观态度，预估标普500指数企业盈利将同比增长19%，远高于华尔街市场共识的16%，而后者已是近四年来最乐观的预期水准。
德银在给客户的研报中列出数项支撑获利成长的关键驱动因素，包括(1)能源产业：油价高涨带动能源类股第一季获利成长达10.3%，大幅优于上季的2.2%；(2)科技与AI概念股：英伟达、美光科技等AI受惠企业，以及大型科技股整体表现，预计将维持强劲成长动能；(3)金融产业：获利成长幅度有望近乎翻倍，达约20%；(4)工业循环股：随着ISM制造业指数回升至扩张区间，工业类股获利成长预估从上季的2.8% 大幅跳升至7.9%；(5)美元走贬：德银认为美元贬值将为企业每股获利额外贡献4.1个百分点，因外国买家对美国商品与服务的购买力相对提升；(6)原物料产业：受金属价格上涨带动，材料类股获利成长可望达30%。
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