AI热潮未完？汇丰预测美股明年将冲上7500点！

Group 1 - HSBC predicts that the S&P 500 index will reach 7500 points by December 2024, driven by a surge in AI investments, indicating a potential for double-digit growth in U.S. stocks for another year [1] - The report emphasizes that AI capital expenditure will continue to dominate through 2026, reflecting a strong bullish sentiment despite concerns about a potential bubble [1][2] - The forecast suggests that the current AI investment wave will persist, encouraging investors to broaden their AI trading strategies [1] Group 2 - Analysts note that while the AI investment boom is expected to support the economy, consumer behavior is becoming increasingly unstable due to persistent inflation and a fluctuating labor market [2] - HSBC anticipates a "dual-speed economy" in 2026, where high-income consumers will spend more confidently, while low-income consumers will cut back on spending [2] - The report highlights a trend of high-end product focus among major travel and hospitality companies, contrasting with retail executives reporting pressure from consumers seeking discounts [2] Group 3 - Deutsche Bank sets a target of 8000 points for the S&P 500 by the end of 2026, reflecting strong excitement around AI investments [3] - The report indicates that the market will expand beyond a few dominant companies, with expectations for broader participation from downstream players in the AI ecosystem [3] - The ongoing AI arms race is expected to drive the expansion of AI trading from large-scale providers to adopters and enablers of AI technology [3]