据Business Insider，即便今年第一季财报表现已超乎预期，美银美国股票策略主管Savita Subramanian仍表示，华尔街可望再次跨越自己订下的高标准。Subramanian在近日发给客户的报告中指出：在第一季交出亮眼成绩(标普500每股盈余同比增27%)后，市场共识预期第二季标普500每股盈余将同比增22%。尽管市场预期已相当高，但我们尚未看到企业获利动能减弱的迹象。Subramanian预计，亚马逊、Alphabet、微软、Meta及甲骨文的资本支出，都将较华尔街年初的原始预估高出40%以上，但市场其他领域也将在本季度为投资人带来亮眼表现。
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