THE BID-500 PROFIT BOOM WAS 30 YEARS HIGH, THE US STOCK WAS SO CONFIDENT, AI MOVED FROM A COST CENTRE TO A PROFIT CENTRE

On 16 August, according to news, the generic 500 index increased by 31 per cent from year to year in the second quarter, the strongest increase dating back to the recovery from the recession since 1992, well above the 23 per cent previously expected. The core driver was derived from the substantial increase in AI ' s profit margin, which jumped from 14 per cent to nearly 16 per cent over a long period of time. The chief market strategist of Nationalwide FundsGroup, Mark Hackett, noted that AI had been a cost centre for the business for the past five years and had reached its point this year, when AI had become a real profit centre. The high rate of increase in profits has led to a sharp increase in the profit-making index, which pushed the rate of return of the Standard 500 to less than 22 times from about 26 at the beginning of the year, and the completion of a "value replacement" round. Scott Rubner, CitadelSecurities Strategy Manager, stated that "profits are now doing heavy work, not valuation expansion." According to Grace Peters, co-director of the Global Investment Strategy of Morgan Chase Private Bank, the double-digit increase in profits in the non-recovery period was almost unprecedented. The profit expansion is no longer just a big stock story. About three quarters of the US stock companies that have disclosed their financial statements have achieved double expectations for each share of revenue and revenue, and the M & C stock ratio is close to the historical highs following the outbreak. Net profits for European enterprises rose sharply to a record 12 per cent in the second quarter, with the MCIS European index showing an 18 per cent increase since 2022; the Asia-Pacific region expected an increase of nearly 10 per cent since June, the largest increase since 2009. The strategist has increased the annual rate of profit increase of the Standard 500 from 15 per cent at the beginning of the year to 27 per cent, and the year-end target price average to 7894 points. The British Weeda financial paper will be the last important puzzle of the month to further test the colour of this round ' s profitable cattle market。