On the 10th, J.P. Morgan Chase officially raised the target point of the S&P 500 index from 7,800 points to 8,000 points at the end of 2026. The main reason is that corporate profit prospects are steady, while large technology companies are expected to significantly accelerate revenue growth by increasing AI investment. This target point still has about 3% upside compared to the S&P 500 closing point last Friday. Currently, at least seven brokerage firms expect the S&P 500 to reach 8,000 points by the end of 2026. J.P. Morgan analysts said that as backlog orders are converted into actual revenue, the cloud computing business is expected to maintain strong growth, which will verify the rationality of AI capital expenditure and further ease market concerns about the return on invested capital. According to data from the London Stock Exchange Group, of the 436 S&P 500 companies that have disclosed financial reports for the second quarter, the performance of 85.1% exceeded analysts' expectations, which is significantly higher than the long-term average of 68% since 1994. Since this year, driven by AI-related optimism, the S&P 500 index has accumulated a cumulative increase of about 13%.

On the 10th, J.P. Morgan Chase officially raised the target point of the S&P 500 index from 7,800 points to 8,000 points at the end of 2026. The main reason is that corporate profit prospects are steady, while large technology companies are expected to significantly accelerate revenue growth by increasing AI investment. This target point still has about 3% upside compared to the S&P 500 closing point last Friday. Currently, at least seven brokerage firms expect the S&P 500 to reach 8,000 points by the end of 2026. J.P. Morgan analysts said that as backlog orders are converted into actual revenue, the cloud computing business is expected to maintain strong growth, which will verify the rationality of AI capital expenditure and further ease market concerns about the return on invested capital. According to data from the London Stock Exchange Group, of the 436 S&P 500 companies that have disclosed financial reports for the second quarter, the performance of 85.1% exceeded analysts' expectations, which is significantly higher than the long-term average of 68% since 1994. Since this year, driven by AI-related optimism, the S&P 500 index has accumulated a cumulative increase of about 13%.