高盛展望2026年美股科技股十大关键议题

格隆汇APP2025-12-26

格隆汇12月26日｜高盛顶尖交易员Peter Callahan指出，纳斯达克100指数今年累计上涨超20%，半导体与网络基础设施族群以绝对优势领先，而电信、支付软件表现落后。展望2026年，纳斯达克100回报虽稳健，但更倾向上半年兑现，因AI支出疑虑反而创造低预期机会。Callahan预期，2026年科技股走势将由以下十大关键议题主导：1. AI辩论转向：焦点是否从算力转向物理AI(机器人、...

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AI辩论转向：焦点是否从算力转向物理AI(机器人、自动...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251226144533a6d17820&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0215105999.USD","symbol_name":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251226144533a6d17820&s=b","article_id":"2594261194","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251226144533a6d17820&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2594261194","pubTimestamp":1766728860,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"格隆汇12月26日｜高盛顶尖交易员Peter Callahan指出，纳斯达克100指数今年累计上涨超20%，半导体与网络基础设施族群以绝对优势领先，而电信、支付软件表现落后。展望2026年，纳斯达克100回报虽稳健，但更倾向上半年兑现，因AI支出疑虑反而创造低预期机会。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - 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AI辩论转向：焦点是否从算力转向物理AI(机器人、自动驾驶)，监理与报酬率(ROIC)如何演变；2. 软件产业估值修复：席位定价模式终结、智能体崛起、大模型(LLM)商品化竞争等悬顶之剑如何化解；3. 苹果战略定位：是防御型成长股还是AI叙事载体，折叠屏手机能否催化成长；4. 大宗商品超级周期：DRAM、存储器芯片及金银铜涨价潮中，谁有能力消化成本压力；5. 生成式AI效率悖论：裁员推动的生产力提升，会否加剧非农就业数据压力；6. 网络平台选择：Meta等公司在利润率与竞争辩论中最具投资价值；7. 周期性产业反转：住房、商业房地产、类比芯片或汽车产业会否触底；8. 硬件股领涨条件：毛利率与支出可见性辩论会否压制半导体行情；9. LLM发展路径：通用人工智能(AGI)竞赛中，中美模型将走向产品化还是原始智能比拼；10. 潜在盲点：代理商业或SaaS股回归会否成为2026年共识。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2594261194","isCrawlerRequest":true}