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Investors earned an average of 0.047 million in the last 4 days. Can A shares still be bullish after the long holiday?

On the eve of the Federal Reserve interest rate meeting, the S&P 500 index hit a new all-time high, the 18th closing high this year, up more than 8% so far this year, outperforming the Nasdaq Composite Index and the Dow Jones Industrial Average.
Wall Street analysts are increasingly bullish. $S&P 500 index (.SPX.US)$As the index repeatedly climbs to new highs, many have raised their year-end targets. Goldman Sachs' John Flood commented that institutional investors are expanding their focus from just tech giants to more opportunities, indicating a "very healthy" improvement in market breadth. Flood expects the S&P 500 index to potentially break through the key level of 5500 in the second quarter of this year and continue to climb as the market uptrend 'expands'.
The gains of the S&P 500 index are not only driven by well-known stocks, such as $Nvidia (NVDA.US)$ csi commodity equity index Meta Platforms ($META.US$). But also some energy companies.
One possible reason is that generative AI technology has the potential to rapidly expand global electrical utilities demand.
According to analysts at Morgan Stanley in last month's research report, they wrote: "We expect power suppliers and datacenter infrastructure stocks to have upside potential, but we do not expect GenAI Power to drive the growth of regulated utilities." "We believe that the rapid growth in power demand from GenAI is not well-known and is not priced into many stocks."

$Sea Garden (S51.SG) $: Seatrium was formed by merging the marine and maritime divisions of Sembcorp Marine and Keppel, and set a goal of quadrupling its profit before interest, tax, depreciation and amortization to more than $1 billion by Investor Day. FY2028 The company aims to achieve this by maintaining the delivery of its traditional projects, increasing profit margins, and optimizing its cost and asset base. It has identified $0.3 billion in annual synergy and cost savings through standardized pricing with customers and reduced administrative expenses, and aims to save $0.2 billion in procurement by managing a more effective supply chain. Seatorium's order volume is approximately $16.2 billion, and the goal is to gain a share of the potential market of $500 billion from the “energy trilemma” over the next five years.