<div id="readability-page-1">Dec 24 (Reuters) - Artificial intelligence will remain the centerpiece of investment strategies, global brokerages said in their 2026 outlooks, with the benchmark S&amp;P 500 index on track to post another ‌year of gains. &#34;We think fears of a collapse in the AI ​narrative are overdone and expect economic expansion to continue ‍for yet another year,&#34; Barclays strategists ⁠said. Still, risks loom. ⁠Inflation surprises, stretched valuations and tariff tensions could trigger corrections, even ‌as analysts expect AI ​and Federal Reserve rate cuts to keep the bull market alive. Strategists expect global economic growth ⁠to be resilient. Global ‍GDP ​should rise between 2.4% and 3.3%, as per estimates. The benchmark index will rise nearly 12% to 7,490 ‍by end-2026, marking a fourth straight year of advances if 2025 closes higher, according to a Reuters poll. Following are forecasts from some top brokerages on economic growth and the performance of U.S. stocks ​in ‍2026: Forecasts for stocks: Brokerage 2026 S&amp;P 500 index target BofA Global Research 7,100 Societe Generale 7,300 Barclays 7,400 UBS Global Research 7,500 Jefferies 7,500 HSBC 7,500 J.P.Morgan 7,500 Canaccord Genuity 7,500 BNP Paribas 7,500 Goldman Sachs 7,600 Citigroup 7,700 UBS ​Global Wealth Management 7,700 Evercore ISI 7,750 Morgan Stanley 7,800 Seaport Research Partners 7,800 Deutsche Bank 8,000 Oppenheimer Asset Management 8,100 Wells Fargo Investment Institute 7,400-7,600 Real GDP Growth: Brokerage GLOBAL U.S. EURO AREA UK Citigroup 2.6% 1.9% 0.8% 1.0% Goldman Sachs 2.8% 1.3% 2.1% 0.9% Morgan Stanley 3.2% 1.8% 1.1% 1.2% TD Securities 2.8% 2.0% 0.8% 1.0% Wells Fargo 2.8% 2.3% 1.2% 1.2% UBS Global Wealth 3.1% 1.7% 1.1% 1.1% Management Deutsche Bank 3.1% 2.4% 1.1% 1.2% HSBC 2.4% 1.7% 1.0% 1.2% J.P.Morgan 2.5% 2.0% 1.3% 0.9% BofA Global Research 3.3% 2.4% 1.0% 1.1% UBS Global Research 3.1% 1.7% 1.1% 1.1% * UBS Global Research and UBS Global Wealth Management are distinct, independent ​divisions in UBS Group * Wells Fargo Investment Institute is a wholly owned subsidiary of Wells Fargo Bank (Compiled by the Broker Research team ‍in Bengaluru; Editing by Sriraj Kalluvila and Tasim Zahid)</div>

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全球经纪公司预测，人工智能将在 2026 年的投资策略中占据核心地位，标准普尔 500 指数预计到 2026 年底将上涨近 12%，达到 7,490 点。巴克莱的策略师驳斥了对人工智能叙事崩溃的担忧，预计经济将持续扩张。风险包括通货膨胀、估值和关税。全球 GDP 增长预计在 2.4% 到 3.3% 之间。各大经纪公司提供了标准普尔 500 指数的目标，其中德意志银行和奥本海默资产管理公司预测的目标最高，分别为 8,000 和 8,100

From trend to mainstay: AI to cement its place at the core of 2026 investment strategies

- 全球券商预测，人工智能将成为 2026 年投资策略的核心。  
- S&P 500 指数预计年底将上涨至 7,490，连续第四年上涨。   
- 全球 GDP 增长率预测为 2.4% 至 3.3%。

从趋势到主流：人工智能将在 2026 年投资策略中成为核心支柱