华尔街展望2026年美股前景：标普500目标位最高看至8000点 AI与政策成关键变量

Group 1 - Major Wall Street banks have released their outlooks for the S&P 500 index by the end of 2026, with a general consensus that the index will continue to rise due to the ongoing AI investment wave, a shift towards loose monetary policy, and expanding profit growth [1] - HSBC sets a target of 7500 points for the S&P 500 by the end of 2026, expecting a 12% growth in earnings per share for index constituents, driven by macroeconomic stability and the AI investment boom [2][3] - Societe Generale predicts the S&P 500 could reach 7300 points, with potential volatility higher than usual, influenced by the Federal Reserve's policy path [4] Group 2 - Barclays raises its target for the S&P 500 to 7400 points, citing strong performance from large tech stocks and improving monetary and fiscal conditions [5] - UBS forecasts a target of 7500 points for the S&P 500, driven by strong corporate earnings growth, particularly in the tech sector [7] - Morgan Stanley is optimistic about the S&P 500 reaching 7800 points, viewing recent market weakness as a buying opportunity [9] Group 3 - Deutsche Bank presents the most optimistic outlook, projecting the S&P 500 could hit 8000 points by the end of 2026, driven by widespread profit growth beyond just the major tech companies [10] - The reports highlight a K-shaped economic recovery, where the disparity between high-income and low-income consumers is expected to widen, impacting consumer behavior and confidence [3][8]