Bank of America Sell-side卖方

S&P 500 Relative Value Cheat Sheet Capex takers vs. spenders thesis played out. Raising Comm Svcs to marketweight

Sep 18, 202622 pages页

From the report报告摘录S&P 500 Target & Earnings: Target raised to 7400 (from 7100) with 3% year-end downside; forecasts 33% EPS growth in 2026 and 12% in 2027 driven by earnings strength.

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