高盛策略师:AI与强宏观将推动美国企业盈利明年跳升12%,标普指向7600点

华尔街见闻
Dec 12, 2025

高盛集团策略师预测,随着人工智能技术的广泛应用以及美国经济增长保持韧性,美国明年将再创新高,企业盈利预计将出现两位数的跃升。 由Ben Snider领导的高盛团队在最新报告中指出,预计标普500指数成份股公司的每股收益将在明年跳升12%,并在2027年进一步增长10%。基于盈利预期的改善,该行重申了标普500指数明年将在7600点左右交易的目标位,这意味着美股较当前水平仍有约10%的上涨空间。 ...

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