智通财经APP获悉，高盛表示，由于企业盈利增长和美联储宽松的货币政策，明年全球股市仍有望继续上涨，但与2025年相比回报率会较为温和。高盛策略师Peter Oppenheimer等人在12月18日报告中称，“我们仍然对2026年股市持建设性观点，因为盈利将持续增长，但预计在牛市不断扩容的背景下，指数层面回报率将低于2025年。”
高盛经济学家预期各区域的经济将持续扩张，同时美联储也将进一步温和放松货币政策。报告称，按区域市值加权计算的12个月股票预测显示，2026年以美元计价的股价回报率将达到13%，计入分红后将达到15%。
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