金吾财讯 | 据外媒周三报道，尽管持续数月的中东地缘冲突扰乱了全球能源流动并推高了通胀风险，但华尔街主流投行对美股的牛市前景依然充满信心。截至5月27日，各大投资银行纷纷上调标普500指数(SPX)的2026年度目标价。其中，高盛、摩根士丹利及德意志银行等巨头预计标普500指数将在2026年狂飙至8000点。策略师们普遍认为，人工智能产业展现出的强劲发展势头以及坚韧的企业盈利能力，将有效抵消地缘政治冲突带来的短期宏观经济冲击。华尔街策略师指出，本轮美股长牛的核心驱动力来自于科技板块的范式转移。AI基础设施的变现能力和大型科技股的强劲现金流，成为了对抗宏观逆风的“安全垫”。不过，机构也在前瞻报告中拉响了警报：中东冲突导致国际油价持续走高，如果能源价格长期处于高位，不仅会使通胀更具粘性，还可能进一步加剧主要经济体的衰退风险。在经济增长方面，投行对2026年全球及美国经济的表现给出了较为分化的预测。总体来看，美国经济表现出更强的韧性，而欧洲由于地缘局势和能源依赖，增长动能显著受限。
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