美股直逼历史新高，策略师无视AI泡沫论：26年要“无所畏惧”！

Group 1 - The S&P 500 index is expected to close with a gain of over 17%, driven primarily by a 26% surge in technology stocks [1] - Sanctuary Wealth's chief investment strategist, Mary Ann Bartels, compares the current market to previous bubble periods, suggesting a potential bubble formation by 2029 or 2030 [1] - The forecast for the S&P 500 index is projected to reach between 10,000 and 13,000 points by 2030, with a strong emphasis on the technology sector [1] Group 2 - Nvidia's stock has surged over 40% this year, raising its market capitalization to $4.6 trillion, making it the most valuable publicly traded company [2] - Alphabet's stock has increased approximately 65% this year, driven by interest in its TPU specialized customer chips [2] - UBS strategists predict that the AI boom and strong profit growth will support market gains through 2026, with the S&P 500's earnings per share expected to grow by about 10% [2] Group 3 - Goldman Sachs analysts assert that the stock market is not in a bubble, as the rise in technology stocks is attributed to actual growth rather than speculative bets [3] - The best-performing companies have strong balance sheets, and the AI sector is still dominated by a few large firms, contrasting with typical bubble scenarios [3] - There is an expectation of accelerated profit growth for the remaining 493 stocks in the S&P 500, supported by macroeconomic tailwinds and the easing of tariff impacts on profit margins [3]