AI科技巨头年内有望王者归来高盛列出三大催化剂

DoNews02-26

人工智能（AI）交易在2026年开局不利，但高盛表示，受市场轮动影响的大型科技股，可能会在今年晚些时候“王者归来”。今年以来，“科技七巨头”的股票从引领人工智能交易转为落后于标普500指数。高盛预计当前的市场轮动还将继续下去，但分析师们指出，有三个催化剂可能会在2026年下半年重振Meta、微软、亚马逊和Alphabet的市场领导地位。该行分析师在报告中指出：“超大规模企业的表现分化现象短期内仍将...

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SGD-H","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC"},"translate_title":"AI technology giant is expected to return as king this year, Goldman Sachs lists three major catalysts","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFL":0.6,"MSFW":0.6,"MSFX":0.6,"GSX":0.6,"MSFO":0.6,"MSFT":0.9,"META":0.9,"AMZN":0.9,"MSFU":0.6,"MSFD":0.6,"MSFY":0.6},"content_text":"人工智能（AI）交易在2026年开局不利，但高盛表示，受市场轮动影响的大型科技股，可能会在今年晚些时候“王者归来”。今年以来，“科技七巨头”的股票从引领人工智能交易转为落后于标普500指数。高盛预计当前的市场轮动还将继续下去，但分析师们指出，有三个催化剂可能会在2026年下半年重振Meta、微软、亚马逊和Alphabet的市场领导地位。该行分析师在报告中指出：“超大规模企业的表现分化现象短期内仍将持续，但我们认为今年下半年可能会出现一次转折点，有三个因素有望促成这一转变。”具体如下：1、人工智能收入增长加速高盛指出，与人工智能相关的收入不断增长，这将缓解人们对过度支出的担忧。分析师们表示：“人工智能相关收入的加速增长将增强投资者对持续投资最终回报以及超大规模数据中心运营商长期盈利潜力的信心。”他们还补充称，与人工智能相关的收入增长将使投资者能够了解人工智能货币化的路径，表明巨额支出是合理的。高盛进一步指出，最新一轮大型科技公司的财报印证了这一观点。所有超大规模数据中心运营商都上调了资本支出预期，虽然股价反应却不尽相同。微软股价因云计算业务增长疲软而下跌，而Meta股价则因其强劲的收入前景和广告业务的稳健收入而上涨。2、人工智能支出增长放缓高盛预计，人工智能资本支出增长将在2026年达到峰值，然后放缓，这将使投资者能够更好地评估公司的盈利潜力。目前，超大规模数据中心运营商的支出预计将占运营现金流的92%，高于互联网泡沫时期的水平。分析师们写道：“资本支出增长放缓将使自由现金流触底，这将有助于投资者再次根据盈利情况对这些公司进行估值。”3、周期性股票失去动力最近，人们对AI改变全球经济的担忧已经使传统科技巨头失去了市场地位，周期性股票正重获青睐。报告称：“宏观经济环境从加速增长转向放缓增长，应该会促使投资者在长期增长型股票中寻找机会。”高盛经济学家预计，美国经济将在今年上半年继续增长，并支撑那些通常与人工智能无关的周期性股票。但他们认为，经济增长的有利因素将在年中达到顶峰，并在2026年下半年转为放缓。本文转载自快科技，转载目的在于传递更多信息，并不代表本站赞同其观点和对其真实性负责。如涉及作品内容、版权和其它问题，请联系快科技通知我方删除，我方将在收到通知后第一时间删除内容！本文只提供参考并不构成任何投资及应用建议。本站拥有对此声明的最终解释权。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":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 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AI科技巨头年内有望王者归来 高盛列出三大催化剂

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AI科技巨头年内有望王者归来高盛列出三大催化剂