高盛策略师认为，美国股市仍有上涨空间，预计标普500指数到年底将升至7600点，盈利增长将是主要驱动力。

　　以Ben Snider为首的团队表示，鉴于当前市场定价反映了经济学家对“稳健但低于趋势水平”的GDP增长预测，建议投资者将投资重点转向长期增长型公司，而非周期性公司。

　　策略师还补充称，在盈利预期不断上调的推动下，美股已创下新高，而估值倍数仍低于战前水平。

　　他们指出，与人工智能相关的投资激增，预计将贡献今年标普500指数约40%的盈利增长，但同时也压缩了市场某些领域的估值。强调标普500指数市场广度已降至互联网泡沫破裂以来的最窄水平之一。

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