高盛交易团队2026年三大美股交易:聚焦“AI交易”下一步

华尔街见闻
Jan 04

其中,三大核心交易策略为:做多AI生产力受益股,关注将AI转化为盈利的非科技类企业;做空低收入可选消费股,因K型复苏下,低收入群体持续承压;配对交易,做多高利润优质AI股,做空基本面脆弱的AI股,以此应对市场对AI投资更严格的筛选标准。高盛策略师称,宏观背景在2026年仍有利于股市,经济增长,以及美联储将进一步温和降息。高盛交易部门将2026年美股投资聚焦于AI应用的深化阶段,从基础设施投资转向...

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