# 該目標比指數上次收盤7,519.12點高出6.4%。

*business · news · 2026-05-27 · The Manila Times*

## Key points

- 高盛將2026年標普500年底目標從7,600點調升至8,000點。
- 高盛將標普500每股盈餘預測調升至2026年340美元及2027年385美元。
- 預期人工智慧基礎設施公司將推動今年標普500約一半的獲利成長。
- 高盛指出，與人工智慧基礎設施相關的半導體股近期表現超越其未來盈餘預期。

GOLDMAN Sachs has raised its 2026 year-end forecast for the S&P 500 index to 8,000 from 7,600, citing continued strength in corporate earnings. The target is 6.4 percent higher than the index's last close of 7,519.12. "Earnings growth has powered the entire S&P 500 return so far this year, and we expect this dynamic to continue in the coming months," Goldman Sachs said in a note on Tuesday. The brokerage also raised its S&P 500 earnings-per-share forecasts to $340 for 2026, implying 24 percent year-on-year growth, and to $385 for 2027, a further 13 percent increase. Goldman’s move adds to a growing wave of bullish calls from brokerages, with UBS GWM the latest to lift its outlook last week, citing robust AI-driven earnings that could help offset inflationary pressures and supply risks from the Iran conflict. The brokerage said AI infrastructure beneficiaries are set to drive about half of the index’s earnings growth this year, adding that while weak consumer spending and elevated costs pose risks, strong AI investments would offset these pressures. "In addition, while S&P 500 earnings estimates have risen more quickly than index price appreciation, the semiconductor stocks at the heart of the AI infrastructure complex have recently outpaced their forward earnings," analysts at Goldman Sachs said.

**Companies:** Goldman Sachs, UBS GWM
**Countries:** United States

[Read the full story on The Manila Times](https://www.manilatimes.net/2026/05/28/business/foreign-business/goldman-sachs-lifts-sp-500-year-end-target-to-8000-on-strong-earnings-outlook/2352835)

---

Canonical: https://newsio.io/zh-TW/n/ea49bf28-fe5b-46c1-b1d8-ff92b49367d7/7519-126-4
Summarized by Newsio from The Manila Times. https://newsio.io/how-it-works