️华尔街全员看涨2026年美股！跨境ETF成全球化投资布局好方案

Group 1 - The core viewpoint is that there is a strong consensus among 21 top market forecasters that the US stock market will experience a bull market in 2026, with an average prediction of a 9% increase in the S&P 500 index, aiming for the longest consecutive rise in nearly two decades [2][8] - The stability of the US, which has not experienced war for over 200 years, is seen as a solid foundation for continued economic growth, with expectations that this security will persist for the next 20 years [2][8] - The current market uptrend, which began in 2022, is driven by a combination of policy, capital, and technology, leading to a significant expansion cycle [2][8] Group 2 - The Nasdaq ETF is highlighted as a key vehicle for capturing growth dividends from the technology revolution, particularly driven by AI, which is projected to contribute 0.9 percentage points to US GDP growth in 2025, with a contribution rate of 42% [3][9] - Major tech companies within the Nasdaq are expected to maintain a capital expenditure growth rate exceeding 28% annually, allowing investors to benefit from the ongoing technological advancements [3][9] - The "Artificial Intelligence 30 Index" identified by JPMorgan accounts for 44% of the market capitalization of the S&P 500, with many of these core assets concentrated in the Nasdaq, making the Nasdaq ETF an effective tool for global investment [3][9] Group 3 - The Dow Jones ETF is characterized as a stable choice for blue-chip investments, providing resilience across economic cycles, with its index comprising 30 leading companies across key sectors [4][10] - In a projected easing environment with the Federal Reserve expected to lower interest rates by 50 basis points, blue-chip companies are anticipated to offer robust earnings resilience and consistent dividends [4][10] - The Dow Jones ETF is positioned as a "ballast" in the investment landscape, particularly as traditional sectors like consumption and industry are expected to see valuation recovery [4][10] Group 4 - Investing in individual stocks is viewed as a more aggressive strategy, while allocating to ETFs is seen as a prudent approach for global diversification, significantly lowering the barriers and risks for ordinary investors [5][11] - The combination of Nasdaq and Dow Jones ETFs allows investors to capture high-growth potential while also providing stability against market fluctuations, aligning with the strategy of diversified risk management [5][11] - The emergence of ETFs is recognized as a key channel for accessing wealth opportunities in the global market, facilitating asset globalization [5][11]