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总结
多家美国媒体汇总华尔街机构与策略师对2026年市场的年度展望，整体观点偏乐观，认为在企业盈利增长与政策转向预期支撑下，股市等风险资产可能再迎“亮眼一年”，并将带动债券收益率与美元等资产重新定价。文章同时提出可能的“刹车因素”：通胀反复、利率长期高位、经济意外走弱或地缘政治冲击，都可能打破乐观路径，投资者需持续跟踪宏观数据与央行信号。
正文
Wall Street Sees Another Banner Year for Markets. Could Anything Stop It? The New York Times Oracles of Wall Street: The top calls for 2026 from last year's most accurate market forecasters Business Insider What to expect from stocks in 2026 CNN Here's (Almost) Everything Wall Street Expects in 2026 Bloomberg.com Here's what SA analysts and subscribers expect from markets in 2026 (SPY:NYSEARCA) Seeking Alpha
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