美国股票策略 2026 年展望：持续但波动的牛市-US Equity Strategy 2026 Outlook A Persistent But Volatile Bull

12 Dec 2025 16:00:00 ET │ 21 pages US Equity Strategy 2026 Outlook: A Persistent But Volatile Bull CITI'S TAKE We set a 2026 S&P 500 base case target of 7700, predicated on an aggressive $320 in index earnings. AI investment tailwinds persist but performance dispersion within both the enablers and adopters of the technology is an ongoing dynamic. Broadening beyond that cohort is a key narrative. This includes both across the S&P 500 as well as down into US Small/Mid Cap. As we enter the fourth year of this ...