花旗策略师称，人工智能带动的盈利增长将推动标普500指数再创新高，预计该指数年内仍有约10%的上涨空间。
由斯科特·克罗纳特领衔的策略团队，将标普500指数目标位从7700点上调至8100点，上调依据为盈利预期改善。团队预计，该指数成分股2026年每股收益将升至350美元，2027年达到400美元。
分析师表示，投资者早已熟知人工智能基础设施建设及其带来的基本面影响。如今成长股在指数盈利中的权重，已从30年前的15%攀升至45%。
团队预计，未来数个季度企业盈利将迎来超预期表现，且指数盈利结构呈现出独特的行业板块分布特征。
他们认为当前并非传统经济周期，更偏向一轮一次性资本开支超级周期。同时指出，指数过往及远期市盈率后续大概率逐步回落，这意味着股指走势将更多依靠盈利增长及相关预期来推动。
责任编辑：刘明亮
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