高盛策略师建议目光投向AI以外投资主题关注消费体验类股等美股板块

环球市场播报07-20

高盛表示，人工智能股票的高波动性、动量因子暴跌以及标普500指数成分股之间极低的相关性，是投资者重新关注人工智能以外投资主题的理由。　　Ben Snider等策略师写道，消费体验类股、“复合增长型”股票和并购候选股，是三个与人工智能无关的投资主题，它们与AI投资组合或动量因子的相关性极低。　　他们表示，消费体验类股能让投资者以相对合理的估值，受益于体验型消费支出的强劲增长趋势；报告提到的个股...

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Holding等。\n　　预计并购候选股受益于持续高涨的交易热潮，美国今年以来已宣布的并购交易总额已达1.2万亿美元，同比增长32%，该板块中的股票包括：IMAX、康菲石油、Freeport-McMoRan和Okta。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘明亮","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"CCBot/2.0 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高盛策略师建议目光投向AI以外投资主题 关注消费体验类股等美股板块

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高盛策略师建议目光投向AI以外投资主题关注消费体验类股等美股板块