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S&P 500: AI-led selloff and earnings resilience – Deutsche Bank
요약
Deutsche Bank reports the S&P 500 at 7377, up 0.31% Friday but down 2.68% on the week, its worst since April 2025. AI-exposed stocks saw heavy losses, while sector rotation favoured Consumers Discretionary and Communications Services. Despite volatility, Deutsche Bank’s asset allocation team finds global and US earnings growth in Q3 remained remarkably strong with record margins.