币界网报道：JPMorgan Chase strategists predict the S&P 500 could surge to new highs if geopolitical tensions ease, citing potential stabilization in oil prices and Middle East conflicts. The bank's analysts note that while markets currently price in prolonged instability, a de-escalation could trigger a "catch-up rally" in cyclical sectors. Meanwhile, Morgan Stanley identifies seven key stocks—Nvidia, Microsoft, Amazon, Meta, Alphabet, Apple, and Eli Lilly—as primary drivers of the S&P 500's recovery since late October, accounting for 45% of the index's gains. Their analysis shows these megacaps rebounding sharply after underperforming in Q3, with Nvidia leading at 197% yearly growth. Both firms highlight how concentrated market leadership remains, with geopolitical risks and AI-driven tech performance continuing to dictate near-term trajectories. JPMorgan maintains its 2024 S&P 500 target at 4,200 but suggests upside potential if macro conditions improve, while Morgan Stanley warns of stretched valuations in top performers requiring earnings delivery.