智通财经网·2025-09-22 14:08Core Viewpoint - The report from Goldman Sachs indicates that investors should adopt a "responsible and prudent bullish strategy" in the face of a historic AI-driven bull market, as the S&P 500 and MSCI global indices continue to reach new highs [1][6]. Group 1: Market Trends and Predictions - Analysts expect the S&P 500 index to significantly increase, with many predicting it could reach around 7,000 points by the end of this year or early next year [2][7]. - Goldman Sachs has raised its expected returns for the S&P 500 index to 5% and 8% over the next 6 and 12 months, respectively, indicating target levels of 7,000 and 7,200 points [7]. - Deutsche Bank and Barclays have also adjusted their year-end targets for the S&P 500 index to 7,000 points, suggesting further upside potential [7]. Group 2: AI and Technology Sector Influence - The ongoing AI investment boom is driving a historic bull market, with major tech companies leading the charge and significantly impacting market performance [6][8]. - Analysts believe that as long as capital expenditures by tech giants in AI continue to expand, the bull market is likely to persist despite existing bubbles [7]. - The demand for AI computing infrastructure is expected to grow exponentially, driven by the needs of AI systems, which is seen as a long-term bullish narrative for the sector [6][8]. Group 3: Analyst Sentiment and Recommendations - Goldman Sachs' hedge fund head, Tony Pasquariello, advises investors to hold onto their preferred stocks and utilize options to manage tail risks, reflecting a cautious yet optimistic outlook [3][5]. - Despite a bullish sentiment, there is a recognition of the need for caution, as many investors are not overly aggressive in their positions, indicating room for new capital inflows [5]. - Analysts from Evercore ISI predict that the S&P 500 could reach 7,750 points by the end of 2026, driven by the transformative impact of AI technology [8].