小摩:假设美联储明年再降息两次,预测明年底标普500指数目标为7500点

格隆汇
Dec 23, 2025

格隆汇12月23日|摩根大通发布《2026年美国股市前瞻》指出,2026年的投资焦点主要围绕几个核心主题,包括人工智能(AI)与数据中心扩张带来的长期增长、基础设施建设与电气化带来的顺风,以及企业持续追求高质量增长与营运韧性的趋势。报告建议,投资者应特别关注那些具备强大定价能力、长期增长动能、稳健资产负债表,并能从数据中心扩张及基础设施投资等结构性趋势中受益的公司。 该行预测2026年底...

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