富瑞：料标普500指数2026年底目标8000点 2027年底上看9000点

智通财经

3 hours ago

智通财经APP获悉，富瑞发布研报称，对标普500指数持乐观看法，预计2026年底目标价为8000点，基于21%每股盈利增长;预测2027年底目标9000点，超过历史平均两倍以上。该行对股票的看涨展望由强劲盈利故事驱动，相信这仍被市场低估，并将由上调修订具体化。虽然油价、通胀及上升的十年期美债收益率可能压缩倍数，但不应抵销令人印象深刻的盈利故事。

富瑞指出，受持续超预期强劲盈利增长及人工智能驱动投资支持，其对标普500指数2026年目标8000基于373美元每股盈利及21.5倍倍数，而2027年基准情况假设450美元每股盈利对应9000点目标，20倍倍数。关键风险将是盈利有意义放缓，尤其在人工智能相关公司之间，后者仍为市场主要增长引擎。

该行相信盈利预期仍被市场低估。随强劲第二季业绩期及正面管理层评论后，该行看到直至2028年进一步上调修订空间。虽然修订幅度可能减速，不预期盈利预期如2026年般由年初起超过翻倍。

富瑞认为，盈利故事仍以人工智能为中心，但已不再只是Magnificent 7故事。市场现预期标普500盈利于2026年增长29%，由年初约13%大幅上升。虽然Magnificent 7仍预期盈利增长45%，标普500其余部分的盈利预期亦已实质改善，增长预测升至约24%。该行估计指数约46%对人工智能及数据中心开支有直接或间接敞口，这些公司预期今年盈利增长60%，于2027年减速至24%。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

1
2
3
4
5
6
7
8
9
10

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.itiger.com/news/2667170626"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2667170626\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2667170626?lang=en_US&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2026-09-15 16:03","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2667170626","market":"sh","top_or_hot":-1,"title":"富瑞：料标普500指数2026年底目标8000点 2027年底上看9000点","media":"智通财经","content":"<html><body><p>智通财经APP获悉，富瑞发布研报称，对<a href=\"https://laohu8.com/S/161125\">标普500</a>指数持乐观看法，预计2026年底目标价为8000点，基于21%每股盈利增长;预测2027年底目标9000点，超过历史平均两倍以上。该行对股票的看涨展望由强劲盈利故事驱动，相信这仍被市场低估，并将由上调修订具体化。虽然油价、通胀及上升的十年期美债收益率可能压缩倍数，但不应抵销令人印象深刻的盈利故事。</p><p>富瑞指出，受持续超预期强劲盈利增长及人工智能驱动投资支持，其对标普500指数2026年目标8000基于373美元每股盈利及21.5倍倍数，而2027年基准情况假设450美元每股盈利对应9000点目标，20倍倍数。关键风险将是盈利有意义放缓，尤其在人工智能相关公司之间，后者仍为市场主要增长引擎。</p><p>该行相信盈利预期仍被市场低估。随强劲第二季业绩期及正面管理层评论后，该行看到直至2028年进一步上调修订空间。虽然修订幅度可能减速，不预期盈利预期如2026年般由年初起超过翻倍。</p><p>富瑞认为，盈利故事仍以人工智能为中心，但已不再只是Magnificent 7故事。市场现预期标普500盈利于2026年增长29%，由年初约13%大幅上升。虽然Magnificent 7仍预期盈利增长45%，标普500其余部分的盈利预期亦已实质改善，增长预测升至约24%。该行估计指数约46%对人工智能及数据中心开支有直接或间接敞口，这些公司预期今年盈利增长60%，于2027年减速至24%。</p></body></html>","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>富瑞：料标普500指数2026年底目标8000点 2027年底上看9000点</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n富瑞：料标普500指数2026年底目标8000点 2027年底上看9000点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-15 16:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1496177.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，富瑞发布研报称，对标普500指数持乐观看法，预计2026年底目标价为8000点，基于21%每股盈利增长;预测2027年底目标9000点，超过历史平均两倍以上。该行对股票的看涨展望由强劲盈利故事驱动，相信这仍被市场低估，并将由上调修订具体化。虽然油价、通胀及上升的十年期美债收益率可能压缩倍数，但不应抵销令人印象深刻的盈利故事。富瑞指出，受持续超预期强劲盈利增长及人工智能驱动投资...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1496177.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TOPC","symbol_name":"iShares S&P 500 3% Capped ETF","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1496177.html","article_id":"2667170626","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2667170626","pubTimestamp":1789459427,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，富瑞发布研报称，对标普500指数持乐观看法，预计2026年底目标价为8000点，基于21%每股盈利增长;预测2027年底目标9000点，超过历史平均两倍以上。富瑞指出，受持续超预期强劲盈利增长及人工智能驱动投资支持，其对标普500指数2026年目标8000基于373美元每股盈利及21.5倍倍数，而2027年基准情况假设450美元每股盈利对应9000点目标，20倍倍数。市场现预期标普500盈利于2026年增长29%，由年初约13%大幅上升。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"TOPC":"iShares S&P 500 3% Capped ETF","DECP":"PGIM S&P 500 Buffer 12 ETF - December","SPYU":"MAX S&P 500 4X Leveraged ETN","JNEU":"AllianzIM U.S. Equity Buffer15 Uncapped June ETF","SPYB":"Tradr 2X Long SPY Weekly ETF","FLJJ":"AllianzIM U.S. Equity 6 Month Floor5 Jan/Jul ETF","SSO":"2倍做多标普500ETF-ProShares","XYLE":"GLOBAL X S&P 500 ESG COVERED CALL ETF","SDS":"两倍做空标普500 ETF-ProShares","AUGU":"AllianzIM U.S. Equity Buffer15 Uncapped Aug ETF","PQV":"PGIM S&P 500 Quarterly Buffer 5 ETF",".SPX":"S&P 500 Index","DLNV":"FT Vest U.S. Equity Dual Directional Buffer ETF - November","PMMR":"PGIM S&P 500 MAX BUFFER ETF - MARCH","JUNP":"PGIM S&P 500 Buffer 12 ETF - June","SH":"做空标普500-Proshares","IVV":"标普500ETF-iShares","SPXL":"三倍做多标普500ETF-Direxion","FB":"ProShares S&P 500 Dynamic Buffer ETF","DJAN":"FT Vest U.S. Equity Deep Buffer ETF - January","UXAP":"FT Vest U.S. Equity Uncapped Accelerator ETF - April","VOO":"Vanguard标普500ETF","AUGZ":"TrueShares Structured Outcome (August) ETF","GJUL":"FT Vest U.S. Equity Moderate Buffer ETF - July","MAYM":"FT Vest U.S. Equity Max Buffer ETF - May","GSPY":"Gotham Enhanced 500 ETF","SIXZ":"AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF","SPXS":"三倍做空标普500ETF-Direxion","PFEB":"Innovator U.S. Equity Power Buffer ETF - February","MAYP":"PGIM S&P 500 Buffer 12 ETF - May","JULP":"PGIM S&P 500 Buffer 12 ETF - July","APRP":"PGIM S&P 500 Buffer 12 ETF - April","PMNV":"PGIM S&P 500 Max Buffer ETF - November","AOCT":"Innovator Equity Defined Protection ETF - 2 Yr to October 2026","SPUU":"Direxion Daily S&P 500 Bull 2x Shares","SEPM":"FT Vest U.S. Equity Max Buffer ETF - September","PBMY":"PGIM S&P 500 Buffer 20 ETF - May","FEBT":"AllianzIM U.S. Equity Buffer10 Feb ETF","OCTP":"PGIM S&P 500 Buffer 12 ETF - October","SPYM":"投资组合标普500指数ETF-SPDR","CJUL":"Corgi U.S. Equities 15% Structured Buffer ETF - July Series","PMSE":"PGIM S&P 500 Max Buffer ETF - September","SPDN":"Direxion Daily S&P 500 Bear 1X Shares","ARLU":"AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF","SPYQ":"2倍做多SPY Quarterly ETF-Tradr","GPIX":"GOLDMAN SACHS S&P 500 CORE PREMIUM INCOME ETF","UPRO":"三倍做多标普500ETF-ProShares","XTOC":"Innovator U.S. Equity Accelerated Plus ETF - October","CPSM":"Calamos S&P 500 Structured Alt Protection ETF - MAY","SPY":"标普500ETF"},"translate_title":"Jefferies: The S&P 500 index is expected to target 8000 points by the end of 2026, with a target of 9000 points by the end of 2027.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CPSM":1.5,"PQV":1.5,"JUNP":1.5,"GSPY":1.5,"SEPM":1.5,"GJUL":1.5,"PMSE":1.5,"JNEU":1.5,"SPY":1.5,"UPRO":1.5,".SPX":1.5,"SPYQ":1.5,"AUGU":1.5,"MAYP":1.5,"SPDN":1.5,"ARLU":1.5,"SPXL":1.5,"FLJJ":1.5,"GPIX":1.5,"JULP":1.5,"SH":1.5,"TOPC":1.5,"SPYB":1.5,"SIXZ":1.5,"UXAP":1.5,"FB":1.5,"OCTP":1.5,"SSO":1.5,"DJAN":1.5,"XYLE":1.5,"XTOC":1.5,"APRP":1.5,"PBMY":1.5,"MAYM":1.5,"PMNV":1.5,"DECP":1.5,"IVV":1.5,"DLNV":1.5,"SPYM":1.5,"PMMR":1.5,"CJUL":1.5,"VOO":1.5,"FEBT":1.5,"SPXS":1.5,"SPYU":1.5,"SDS":1.5,"AUGZ":1.5,"AOCT":1.5,"SPUU":1.5,"PFEB":1.5},"content_text":"智通财经APP获悉，富瑞发布研报称，对标普500指数持乐观看法，预计2026年底目标价为8000点，基于21%每股盈利增长;预测2027年底目标9000点，超过历史平均两倍以上。该行对股票的看涨展望由强劲盈利故事驱动，相信这仍被市场低估，并将由上调修订具体化。虽然油价、通胀及上升的十年期美债收益率可能压缩倍数，但不应抵销令人印象深刻的盈利故事。富瑞指出，受持续超预期强劲盈利增长及人工智能驱动投资支持，其对标普500指数2026年目标8000基于373美元每股盈利及21.5倍倍数，而2027年基准情况假设450美元每股盈利对应9000点目标，20倍倍数。关键风险将是盈利有意义放缓，尤其在人工智能相关公司之间，后者仍为市场主要增长引擎。该行相信盈利预期仍被市场低估。随强劲第二季业绩期及正面管理层评论后，该行看到直至2028年进一步上调修订空间。虽然修订幅度可能减速，不预期盈利预期如2026年般由年初起超过翻倍。富瑞认为，盈利故事仍以人工智能为中心，但已不再只是Magnificent 7故事。市场现预期标普500盈利于2026年增长29%，由年初约13%大幅上升。虽然Magnificent 7仍预期盈利增长45%，标普500其余部分的盈利预期亦已实质改善，增长预测升至约24%。该行估计指数约46%对人工智能及数据中心开支有直接或间接敞口，这些公司预期今年盈利增长60%，于2027年减速至24%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}