高盛CEO：预计美联储到2026年底将降息

金吾财讯06-04 18:45

金吾财讯 | 高盛(GS)首席运营官沃尔德伦近日围绕美联储货币政策与美股 AI 行情发表判断。他预判美联储有望在 2026 年末落地降息，但当下通胀压力偏高，短期尚不具备降息落地条件；针对新任美联储主席沃什，其研判新任班子施政重心将落脚于央行资产负债表管理。

落脚资本市场，沃尔德伦指出当前市场情绪贪婪盖过避险，全产业链 AI 资产成交热度居高不下，算力基建相关并购与投融资需求异常火爆。在他看来，本轮 AI 行情仍处在基础设施建设期，尚未抵达产业成长顶峰，后续行业重心会逐步由硬件基建转向商用应用落地。

产业轮动过程中将出现估值分化，产业链利润向基建布局企业集中，板块阶段性股价回调难以避免，但应用商业化落地将催生新一轮上行行情，AI 产业整体成长空间依旧充足。

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