华尔街乐观预计：AI热潮将推动标普500指数在2026年底前再涨20%

Group 1 - The core prediction from Evercore ISI is that the S&P 500 index is expected to reach 7,750 points by the end of 2026, representing a 20% increase from last Friday's closing level [1][2] - This optimistic outlook is driven by a "technological revolution" that is expected to elevate stocks, price-to-earnings ratios, and societal standards to new heights [1][2] - The impact of AI technology is significantly altering corporate earnings prospects, leading to earnings reports that consistently exceed expectations, despite uncertainties related to tariffs and policies [3] Group 2 - The AI technology revolution is identified as a key growth engine, with analysts stating that "AI is more impactful than the internet" and its influence has rapidly permeated various sectors within just three years [4] - The S&P 500 index has risen nearly 10% this year, achieving historical highs for four consecutive months, driven by strong corporate earnings and optimistic expectations regarding potential interest rate cuts by the Federal Reserve [4] - Analysts have raised their market forecast for 2025, now predicting the S&P 500 index to reach 6,250 points by the end of this year, although this is still below last Friday's closing level of 6,460 points and the average analyst expectation of 6,370 points [7] Group 3 - The performance of the technology sector has been particularly notable, with leading companies like Nvidia, Meta Platforms, and Microsoft seeing year-to-date gains exceeding 20% [7] - In the most optimistic scenario, if consumer, corporate, and investor confidence remains high, the S&P 500 index could potentially rise to 9,000 points by 2026, while in a pessimistic scenario, it could drop to 5,000 points if inflation remains high and economic growth stagnates [8]