Ever wonder why S&P 500 concentration is hitting record high

来源: 2025-08-04 09:38:29 [博客] [旧帖] [给我悄悄话] 本文已被阅读:

Ever wonder why S&P 500 concentration is hitting record highs? Investors are piling into mega tech for one big reason: huge free cash flow generation and strong net income growth! 

The net income gap between the top 10 giants and the rest keeps widening. Without the top 6, S&P 500 earnings growth is flatlining.

Meanwhile, around 40% of Russell 2000 small caps aren't even profitable.