美股冲刺70,000？分析师看好AI驱动的长期上行逻辑

Question

【币界】华尔街分析师Ed Yardeni最近的观点引发了不少讨论。他认为道琼斯指数在近期就能冲破50,000这个整数关口，而且往后看到2030年底，指数有望飙到70,000。

支撑这个判断的逻辑是啥？主要是三个方面：一是上市公司盈利能力还在增长，这是股市的基本面支撑；二是美联储降息预期，流动性宽松有利于风险资产；三也是最关键的——AI技术对企业生产率的提升正在成为现实，不只是PPT阶段。

说白了，美股强势背后反映的是市场对技术革新和经济增长的乐观预期。这种风险偏好上升的氛围，往往也会扩散到整个风险资产板块，包括加密市场。

PumpStrategist · Accepted Answer

The pattern is set, profit + liquidity + AI, a triple play with no issues, but the problem is that this wave of sentiment has already burned to 80+, and chips are highly concentrated in the hands of institutions. When retail investors follow the trend, they become the bagholders.

I'm optimistic, but I suggest everyone not to chase the high; the trading volume isn't even warm, so why rush? That's interesting.

AI boosting productivity is real, but it's all talk until it actually materializes. For now, it's all expectations trading.

The rate cut expectation is a double-edged sword, brother. Don't just see the positives and ignore the risks. Historically, such points are often periods of risk release.

70,000 is indeed attractive, but I'm more concerned about where the pullback might occur. Is the technical support still enough?

I've seen too many cases of crypto following trends—rising in the US stock market, and falling even worse. Understand the linkage logic before taking action.

ThatsNotARugPull · Answer

AI is really going to change productivity, so what can crypto gain from it? I believe the US stock market soaring to 70k, but will the crypto world get a share of this dividend?

CryptoFortuneTeller · Answer

70000? Dream on. This valuation has long since floated away.

Is this all AI implementation is? Still burning money as usual.

Expectations of rate cuts suddenly change, and the market crashes immediately. Don't be too optimistic.

This round of rally is just supported by storytelling; the fundamentals have long been nonsense.

Wait, this logic seems to make sense... Should I get on board?

Where is the profit growth? Feels like it's all just valuation games.

A single statement from the Federal Reserve can revert everything. Anyone who believes that is foolish.

If this wave of AI really succeeds, the crypto market should have doubled its monthly line already.

Alright, it's just a bet on rate cuts anyway; everything else is just虚的.

PretendingSerious · Answer

70,000? Sounds like a dream, but AI definitely has potential.

Federal Reserve rate cuts + corporate earnings + AI acceleration, all three are here—how could it not rise?

This wave has also driven cryptocurrencies up, really tied to risk appetite.

By the way, is Ed always this optimistic with his predictions?

If the US stock market soars to 70K, we have to follow along and eat the gains.

AI productivity improvement... hmm, let's wait and see how it actually materializes.

The linkage of risk assets—I buy into this logic.

Who can say for sure about 2030? Just follow the trend and profit now.

Has the PPT become reality? It depends on the specific data.

Once the rate cut expectations emerge, it indeed tends to heat up risk assets.

SlowLearnerWang · Answer

Another one bullish on US stocks? I'm already tired of hearing that, but this time the AI logic actually has some substance...

Wait, are the rate cut expectations back again? Didn't they say the same thing last year? Haha

The number 70,000 index sounds outrageous, let's just watch it happen. Anyway, I’m a latecomer.

If liquidity really loosens, the crypto world will go wild.

Profit growth, rate cuts, AI... this combo has got me a bit confused, I feel like I’ve been caught in a loop again.

Definitely the US stock market leading the crypto rally, but the question is, when can we catch up?

SelfSovereignSteve · Answer

70,000? Bro, this prediction is way too optimistic. Rate cuts + AI double boost, it's easy to get people excited.

Wait, can this logic be transmitted to the crypto world? Can we benefit from this wave of dividends?

I believe in AI productivity improvements, but for the US stock market to soar to 70,000, it also depends on whether corporate profits can keep up... Feels a bit exaggerated.

Will the Federal Reserve really keep cutting rates? Inflation hasn't fully come down yet.

The biggest beneficiaries of liquidity easing are probably those big tech stocks. How much of the pie can small retail investors get?

美股冲刺70,000？分析师看好AI驱动的长期上行逻辑

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