Goldman Sachs(US:GS) Hua Er Jie Jian Wen·2025-12-12 12:33Group 1 - The core viewpoint of the articles is that Goldman Sachs predicts a significant increase in corporate earnings driven by the widespread adoption of artificial intelligence (AI) and resilient economic growth in the U.S. [1][2] - Goldman Sachs expects the S&P 500 companies' earnings per share to jump by 12% next year and further grow by 10% in 2027, with a target for the S&P 500 index to reach around 7600 points, indicating about a 10% upside from current levels [1][2] - Major Wall Street firms, including Morgan Stanley, Deutsche Bank, and RBC Capital Markets, echo this optimistic outlook, forecasting over a 10% increase in U.S. stocks by 2026 [2] Group 2 - AI-driven productivity gains are beginning to translate into actual corporate profits, contributing approximately 0.4 percentage points to the expected 12% earnings growth next year and expanding to 1.5 percentage points for the 10% growth forecast in 2027 [3] - Large technology companies are expected to lead the earnings growth, with the largest firms in the S&P 500, including Nvidia, Apple, Microsoft, Google, Amazon, Broadcom, and Meta, projected to contribute about 46% of the index's profit growth by 2026 [3] - A Bloomberg survey indicates that global fund managers are betting on the continuation of this market rebound, driven by confidence in the economic outlook [3]