金吾财讯 | 高盛策略师表示,在近三年表现落后于标准普尔500指数后,医疗保健行业未来前景向好,尤其是当人工智能(AI)投资热潮退去、投资者进一步从科技股中撤离时。
高盛策略团队由大卫·科斯廷(David Kostin)领衔,其在一份报告中写道,另一种情况是,人工智能技术的持续进步和广泛应用最终将有助于提升医疗保健行业的盈利。目前,该行业相对于标准普尔500指数的交易折价接近历史纪录,且估值较低,这为大幅上涨创造了潜力,但策略师认为,相较于市场整体波动(贝塔收益),获取超额收益(阿尔法收益)的机会更大。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.