今年标普500指数已上涨约13% 多家券商上调年底标普500指数至8000点

智通财经
Aug 10
【今年标普500指数已上涨约13% 多家券商上调年底标普500指数至8000点】摩根大通10日正式将标普500指数2026年底目标点位从7800点上调至8000点,主要理由是企业盈利前景稳健,同时大型科技公司加大AI投资有望显著加快营收增长。这一目标点位较标普500上周五收盘点位还有约3%的上行空间。目前至少已有七家券商预计标普500将在2026年底达到8000点。摩根大通分析师表示,随着积压订单转化为实际收入,云计算业务有望保持强劲增长,这将验证AI资本支出的合理性,并进一步缓解市场对投入资本回报率的担忧。根据伦敦证交所集团的数据,已披露二季度财报的436家标普500成分公司中,85.1%的业绩超出分析师预期,显著高于1994年以来68%的长期平均比例。今年以来,在AI相关乐观情绪推动下,标普500指数已累计上涨约13%。

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