S&P 500 Hits New High After 42 Days: Withstanding the "Summer Storm," US Long-Term Return Logic Remains Solid

On August 4, 2026, the S&P 500 and Dow Jones hit new highs simultaneously, with the Nasdaq rising over 2.5% in a single day, completely breaking the "summer storm" of July. Driven by better-than-expected AI earnings and easing tensions in Iran, the US market rebounded quickly from its deep correction. This article combines the latest market trends with analyses from institutions like Goldman Sachs and UBS, interpreting the driving logic, profit support, and potential risks behind the new highs f