智通财经APP获悉，兴业证券发布研报称，2026年美股有望继续走强，EPS是推动标普500指数的主要动能。中性情形下，美联储降息两次，经济软着陆，AI叙事持续兑现为盈利，EPS增长12%，PE维持不变，对应标普500指数仍能取得12%的涨幅。乐观情形下，美联储向特朗普妥协，2026年降息四次，经济偏强叠加AI赋能，通胀依然保持温和，EPS增长14%，则指数将具有较大上行空间。悲观情形下，通胀风险...
Source Link智通财经APP获悉，兴业证券发布研报称，2026年美股有望继续走强，EPS是推动标普500指数的主要动能。中性情形下，美联储降息两次，经济软着陆，AI叙事持续兑现为盈利，EPS增长12%，PE维持不变，对应标普500指数仍能取得12%的涨幅。乐观情形下，美联储向特朗普妥协，2026年降息四次，经济偏强叠加AI赋能，通胀依然保持温和，EPS增长14%，则指数将具有较大上行空间。悲观情形下，通胀风险...
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