马斯克预测美国经济18个月内实现两位数增长，AI成关键驱动力

Group 1 - Elon Musk predicts that the US economy will enter a double-digit growth period within the next 12 to 18 months, driven primarily by the application of artificial intelligence [1] - The third quarter GDP annualized growth rate reached 4.3%, marking the fastest growth in two years, with strong consumer spending and stable business policies as key drivers [2][3] - Federal Reserve officials have identified AI data center investments as a critical factor in raising economic growth expectations for 2026 [2][3] Group 2 - Goldman Sachs forecasts a 13% weighted price return for global stock markets in 2026, with a total return of 15% when including dividends [4] - The current market is in the "optimism phase" of its cycle, characterized by a concentration of power in US markets, particularly in technology and large-cap companies [4] - Investment strategies recommended by Goldman Sachs include cross-regional diversification focusing on emerging markets, blending growth and value stocks, and leveraging technology capital expenditures in traditional infrastructure sectors [5]