里昂：预计明年AI行情将达到临界点标普500指数年中目标7200点

格隆汇2025-12-12

格隆汇12月12日｜里昂发表全球股票策略报告指，人工智能(AI)淘金热由充裕流动性推动，并主导今年投资格局。展望明年，该行见到大量证据显示AI交易即将耗尽动能，该行核心假设为动能与盈利仍将延续至明年上半年，之后才到临界点，将明年年中标普500指数目标定在7200点。此外，该行预计新兴市场行情将延续至明年，并将明年年中MSCI新兴市场指数目标定在1550点，较当前有12%上升空间。

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里昂：预计明年AI行情将达到临界点 标普500指数年中目标7200点

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里昂：预计明年AI行情将达到临界点标普500指数年中目标7200点