高盛：标普500有望冲上8000点，股票需求将持续压倒供给

高盛：标普500有望冲上8000点，股票需求将持续压倒供给

2026-08-10 12:05

ChainThink消息，8月10日，高盛合伙人、美国股票执行服务主管 John Flood 表示，尽管 2026 年美国股权发行规模预计创历史新高，但股票需求仍将持续压倒供给，标普500指数有望进一步上涨至 8000 点。

标普500上周五收于 7757 点，创历史新高，今年以来已第 26 次刷新纪录。

高盛预计，2026 年美国股权发行总额将约为 7000 亿美元，其中 IPO 发行量略超 2250 亿美元，其他发行约 4500 亿美元。

高盛称，尽管总规模创纪录，但相当于罗素3000指数市值的比例仅约 1%，与 2015 年至 2019 年的历史均值基本持平。

与此同时，美国企业年初至今回购授权已达 9890 亿美元，创历史新高；高盛预计 2026 年全年公开市场股票回购规模将达 1.4 万亿美元，仍将明显高于一级市场发行规模。

高盛还表示，当前股权发行增长主要由 AI 投资需求推动，AI 相关发行约占美国增发跟进发行量的 40%。

随着超大规模科技公司未来数年资本开支预计每年超过 1 万亿美元，其他企业也可能通过融资支持 AI 投资计划，但这些公司的外部融资仍将以债务为主，股权融资更多是补充。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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