彭博：无人看空！华尔街一致预期2026美股继续涨，资深策略师对共识感到担忧

Core Viewpoint - The article highlights a significant shift in market sentiment, with no strategists predicting a downturn for the S&P 500 index in 2026, projecting an average increase of 9%, marking the longest consecutive annual gains in nearly two decades [1][2][5]. Group 1: Market Sentiment and Predictions - A Bloomberg survey indicates that all 21 surveyed strategists are optimistic about the S&P 500 index, predicting it will rise to 7500 points by 2026, following a nearly 90% rebound since October 2022 [2][5]. - The consensus among Wall Street strategists suggests that if this optimistic outlook materializes, it would lead to the longest annual increase since the global financial crisis [2][5]. - Morgan Stanley's analysts have shifted from a previously bearish stance to a bullish outlook, now forecasting a rise to 7500 points, driven by strong corporate earnings and low interest rates [8][6]. Group 2: Risks and Cautions - Despite the overall optimism, some strategists express concerns about potential risks, including high valuations, Federal Reserve policies, and trade tariffs [1][6][14]. - Ed Yardeni, a seasoned strategist, warns that the lack of dissenting opinions among analysts could be a cause for concern, suggesting that extreme optimism may not be justified [6][14]. - CIBC Capital Markets' Christopher Harvey, while maintaining a bullish outlook with a target of 7450 points, cautions that macroeconomic risks could disrupt market stability [14][15].