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#美股2026展望 💰 The market is performing a duet.
Recently, analysts on Wall Street have been in a heated debate, with two factions holding firm to their positions.
The bears are using the rare indicator of gold and platinum to make their case—this thing has recently plummeted nearly 40%, and they believe this represents the disappearance of geopolitical risk premium. What’s the conclusion? U.S. stocks could face a deep correction of up to 16% in the next 12 months, especially now that the valuation bubble in the AI sector is so obvious.
But Morgan Stanley is singing a different tune. They are super optimistic about 2026, predicting that the S&P 500 could rise to 7,800 points, which is about a 16% increase. The reason? AI capital support continues to increase, coupled with favorable policies, allowing U.S. stocks to lead the world.
What do the adults think about this matter? Actually, there's no need to get entangled in who is right or wrong. Those who are bearish are concerned about changes in short-term risk preferences, while those who are bullish are betting on the long-term structural opportunities brought by AI. Both perspectives are valid.
For us genius traders, we have to listen to the logic from both sides. In the short term, the AI bubble may indeed be squeezed a bit, and healthy fluctuations for consolidation are not a bad thing; but when we look at the longer cycle, the line of technological revolution is still the main theme of asset appreciation.
Brothers in the crypto space, 2026 is coming soon! We should be alert to short-term fluctuations, but we need to stay steady on the long-term trend and keep pushing forward!
Why is Morgan Stanley so confident that AI capital expenditure alone can support a 16% increase?
I think, in the short term, a correction is healthy, but anyone entering the market now should be prepared for a potential 50% drop.
It all depends on whether AI continues to boom next year or if the bubble starts to burst—we’ll see the real outcome then.