BlockBeats 消息，12 月 22 日，瑞银集团（UBS）认为，在强劲的企业盈利、宽松的货币政策和政策前景趋于明朗的推动下，美国股市 2025 年的涨势将延续至 2026 年。
该行指出，企业利润（尤其是科技板块）依然强劲，这使得当前估值保持在合理水平。
瑞银预测，标普 500 指数的盈利将增长 10%，这可能推动该指数升至 7700 点左右。此外，美联储的进一步降息以及新任主席的上任，可能为市场提供额外支撑。而未来关税政策的明朗化也有助于减少不确定性。
基于此，瑞银维持对美国股市“具有吸引力”的评级，并建议投资者保持配置，以把握市场的持续增长机会。
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