1. JPMorgan Chase: The negotiation deadline has been postponed, trade policy has gradually become clear, optimistic expectations for economic data, and the arrival of the earnings season will drive a new round of gains for US stocks.
2. UBS: Trade tensions have eased, and the market's expectations for the resilience of corporate quarterly performance have increased, raising the year-end target for the S&P 500 from 6,000 to 6,200.
3. Citi: Supported by strong earnings in technology stocks and optimism about AI, we continue to be optimistic about US stocks, raising the year-end target for the S&P 500 to 6,300, and 7,000 in the bullish scenario.
4. Morgan Stanley: Considering corporate earnings, changes in Fed policy expectations, and the resilience of the stock market to digest external shocks, the S&P 500 is expected to have a year-end target price of 6,500.
5. Deutsche Bank: Tariff-related earnings drag has decreased, and the US economy is quite resilient, raising the year-end target price for the S&P 500 from 6,150 to 6,550.
6.
Goldman Sachs: The Fed's earlier easing and strong fundamentals of large stocks will support the US stock market. The target return expectations for the S&P 500 index in 3 months, 6 months and 12 months will be raised to +3%, +6% and +11% respectively, and the new targets are 6400 points, 6600 points and 6900 points respectively.
7. Bank of Montreal: It is expected that the actual performance guidance and profit expectations of enterprises, as well as macroeconomic forecasts will rebound, and the year-end target of the S&P 500 index will be raised from 6100 points to 6700 points.
假期.jpg)
