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华尔街投行疯狂唱多:2026年标普500剑指7750!
Jin Shi Shu Ju·2025-09-02 01:21

Group 1 - The current stock market is experiencing a technology-driven structural bull market, similar to the internet revolution at the turn of the century, with optimism surrounding the AI revolution [1][2] - Evercore ISI predicts that the bull market will continue until 2026, with the S&P 500 index expected to rise significantly, reaching a target price of 7750 points by the end of 2026 based on projected earnings per share of $287 and a valuation of 27 times [2] - Unlike the late 1990s, the current market is supported by utility and industrial sectors that are essential for AI infrastructure, which will contribute to the bull market [1][2] Group 2 - The VIX index is currently low, indicating that the cost of downside protection is cheap, making put options an attractive tool for hedging against short-term market corrections [3] - If a market correction occurs, investors are advised to buy on dips, as the current bull market is expected to experience a period of "rational exuberance" characterized by strong capital market activity [4]