--- title: "Inverse buying signals are flashing! Investment bank Cantor Fitzgerald: AI panic has created a golden pit, and fundamentals will support the continuation of the U.S. stock bull market" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/276670103.md" description: "Investment bank Cantor Fitzgerald's latest report points out that the current situation creates an ideal setup for further gains in the U.S. stock market, as investors have withdrawn from the market due to concerns about artificial intelligence. The surge in put options, rising fear indicators, and declining optimism are all signals for contrarian buying. Analyst Eric Johnston stated that strong fundamentals provide a solid foundation for the next phase of growth, with GDP growth expected to exceed 2.25% in 2026 and a very high likelihood that the Federal Reserve will not raise interest rates. Cantor Fitzgerald is optimistic about large tech stocks and software stocks, believing their valuations are cheap" datetime: "2026-02-24T02:01:59.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/276670103.md) - [en](https://longbridge.com/en/news/276670103.md) - [zh-HK](https://longbridge.com/zh-HK/news/276670103.md) --- > 支持的语言: [English](https://longbridge.com/en/news/276670103.md) | [繁體中文](https://longbridge.com/zh-HK/news/276670103.md) # Inverse buying signals are flashing! Investment bank Cantor Fitzgerald: AI panic has created a golden pit, and fundamentals will support the continuation of the U.S. stock bull market According to the Zhitong Finance APP, **the investment bank Cantor Fitzgerald's latest report points out that the current situation creates an ideal setup for further gains in the U.S. stock market after investors withdrew from the market due to concerns about the disruptive power of artificial intelligence (AI).** The agency noted that the surge in put option purchases, the rise in panic indicators, and the decline in optimistic sentiment are all typical contrarian buy signals. Meanwhile, fundamentals such as earnings exceeding expectations and stock buybacks remain strong. Analyst Eric Johnston stated, "Given the relatively strong fundamental backdrop, this provides a very good setup for the next phase of the upward trend." Cantor Fitzgerald compiled data since 1955 and found that in the 21 years when GDP growth exceeded 2.25% and the Federal Reserve did not raise interest rates, the S&P 500 index rose in all cases, with an average return of 19.6%. Eric Johnston mentioned that due to the surge in AI spending ("the seven giants" capital expenditure jumped from $382 billion to $650 billion), manufacturing returning, tax cuts contributing 90 basis points to GDP, and the Federal Reserve's easing policies, they believe the "likelihood of this happening in 2026 is extremely high." Cantor Fitzgerald is currently optimistic about large tech stocks and software stocks, which have recently been hit by cash flow concerns and AI disruption risks but are now at oversold levels. For example, the NASDAQ's price-to-earnings ratio and earnings growth ratio are at a 10-year low, while the "seven giants" have performed strongly relative to the S&P 500 index, but their relative strength index (RSI) is only 23.75, indicating cheap valuations. Strategists also pointed out that as wages, housing costs decline, and the impact of tariffs fades, leading to cooling inflation, they still hold bonds, calling them a wise hedging tool. In addition, broader positive factors include: the expected earnings per share of the S&P 500 rising to $320; profit margins expanding in equal-weighted indices driven by AI; a narrowing budget deficit (falling to 5.2% of GDP by 2025); weak job growth outside the healthcare sector; and strong consumer sales performance. Furthermore, Eric Johnston and his team remain "bullish on Bitcoin" after recent de-risking, believing that loose monetary policy and liquidity tailwinds will provide support ### 相关股票 - [S&P 500 (.SPX.US)](https://longbridge.com/zh-CN/quote/.SPX.US.md) - [Dow Jones Industrial Average (.DJI.US)](https://longbridge.com/zh-CN/quote/.DJI.US.md) - [NASDAQ-100 (.NDX.US)](https://longbridge.com/zh-CN/quote/.NDX.US.md) - [NASDAQ Composite Index (.IXIC.US)](https://longbridge.com/zh-CN/quote/.IXIC.US.md) - [Ark Innovation ETF (ARKK.US)](https://longbridge.com/zh-CN/quote/ARKK.US.md) - [iShares Core S&P 500 (IVV.US)](https://longbridge.com/zh-CN/quote/IVV.US.md) - [Proshares UltraPro QQQ (TQQQ.US)](https://longbridge.com/zh-CN/quote/TQQQ.US.md) - [ProShares Ultra QQQ (QLD.US)](https://longbridge.com/zh-CN/quote/QLD.US.md) - [VG Growth (VUG.US)](https://longbridge.com/zh-CN/quote/VUG.US.md) - [ISHRS Russ 1000 Growth (IWF.US)](https://longbridge.com/zh-CN/quote/IWF.US.md) - [VG S&P 500 (VOO.US)](https://longbridge.com/zh-CN/quote/VOO.US.md) - [VG Mga Cap 300 Grw (MGK.US)](https://longbridge.com/zh-CN/quote/MGK.US.md) - [iShares Future AI & Tech ETF (ARTY.US)](https://longbridge.com/zh-CN/quote/ARTY.US.md) - [ISHRS S&P Glb It (IXN.US)](https://longbridge.com/zh-CN/quote/IXN.US.md) - [iShares Expanded Tech Software Sector ETF (IGV.US)](https://longbridge.com/zh-CN/quote/IGV.US.md) - [Invesco Nasdaq 100 ETF (QQQM.US)](https://longbridge.com/zh-CN/quote/QQQM.US.md) ## 相关资讯与研究 - [U.S. commercial paper market shrinks in week-Fed](https://longbridge.com/zh-CN/news/279827159.md) - [What are iShares Core S&P 500 ETFs?](https://longbridge.com/zh-CN/news/279499494.md) - [US March Philly Fed business index +18.1 vs +10.0 expected](https://longbridge.com/zh-CN/news/279788652.md) - [US retail sales to grow at faster rate in 2026, NRF says](https://longbridge.com/zh-CN/news/279653003.md) - [US January factory orders +0.1% vs +0.1% expected](https://longbridge.com/zh-CN/news/279617489.md)