无惧美股回调？摩根士丹利发出最强劲看涨呼声！

Group 1 - Morgan Stanley strategist Michael Wilson predicts a 16% increase in the S&P 500 index over the next year, supported by strong corporate earnings [2] - Wilson expects the S&P 500 index to reach around 7800 points by the end of 2026, marking the highest target among tracked strategists and indicating a fourth consecutive year of double-digit gains [2] - The anticipated earnings per share for the S&P 500 index are projected to rise by 17% and 12% over the next two years, driven by improved pricing power, AI-driven efficiency, and stable interest rates [2] Group 2 - The S&P 500 index has surged 14% since the beginning of 2025, following annual gains exceeding 20% in the previous two years [4] - Despite the optimism, there are cautious voices in the market, with Goldman Sachs strategist Peter Oppenheimer predicting underperformance of U.S. stocks compared to international markets over the next decade due to high valuations [4] - Wilson warns of short-term risks if the Federal Reserve adopts a more hawkish policy than expected, and notes that an "overheated" economy could reignite inflation in the long term [4]