再涨1290点！华尔街投行，疯狂唱多！

Core Viewpoint - The S&P 500 index is expected to rise by 20% to 7750 points by the end of next year, driven by significant investments in artificial intelligence [1][2]. Group 1: Market Predictions - Evercore ISI predicts the S&P 500 index will reach 7750 points by the end of next year, indicating a potential increase of 1290 points from the latest closing level of 6460 points [1][2]. - The index has already risen nearly 10% since the beginning of the year, with a strong performance from technology stocks like Nvidia, Meta, and Microsoft, each increasing by at least 20% this year [2][3]. - Evercore ISI's optimistic scenario suggests the index could hit 9000 points if consumer and investor confidence remains high, while a pessimistic outlook could see it drop to 5000 points if inflation remains high and economic growth stagnates [2]. Group 2: AI Investments - OpenAI is seeking to establish a data center in India with a capacity of at least 1 gigawatt, which could become one of the largest data centers in the country [1][6]. - Major tech companies, including Microsoft and Alphabet, are also investing in data centers in India, with Microsoft announcing an additional $3 billion investment earlier this year [6][7]. - OpenAI's global expansion includes plans for a massive data center cluster in Abu Dhabi, in partnership with local AI company G42, with a total capacity of up to 5 gigawatts [7][8]. Group 3: Market Sentiment and Economic Indicators - The U.S. stock market has experienced four consecutive months of gains, driven by strong corporate earnings and optimism regarding potential interest rate cuts [2][3]. - Recent reports indicate that the breadth of the market has improved, particularly in cyclical sectors like consumer discretionary, industrials, and financials, as the S&P 500 index reached the milestone of 6500 points [4]. - Upcoming employment data and inflation reports are critical, as they may influence the Federal Reserve's interest rate decisions [4][5].