Core Viewpoint - JPMorgan strategists predict that the S&P 500 index will reach around 7500 points by the end of 2026, indicating an approximate 11% increase, joining the bullish camp for U.S. stocks [1] Group 1: U.S. Market Outlook - JPMorgan strategists, including Dubravko Lakos-Bujas, expect strong earnings growth, with an increase of 13% to 15% over the next two years [1] - In a more optimistic scenario, if the Federal Reserve's policy is more accommodative than expected, the S&P 500 index could potentially exceed 8000 points next year [1] - Deutsche Bank's U.S. equity strategist, Matthew Luzzetti, forecasts that the S&P 500 index could rise to 8000 points by the end of 2026, supported by strong corporate earnings and AI-driven growth [1] Group 2: European Market Outlook - Mislav Matejka and other strategists at JPMorgan hold a similar view for European markets, predicting an improvement in earnings next year, which could drive the Eurozone Stoxx 50 index up by 14% to 6350 points [1] - Deutsche Bank also anticipates that the earnings per share for S&P 500 constituents will reach 320 USD [1]
摩根大通策略师预计标普500指数到2026年底将上涨约11%
Zhi Tong Cai Jing·2025-11-26 08:29