高盛眼中的下一轮建筑繁荣:数据中心、电力与医疗将领跑2026

华尔街见闻
Jan 16

美国私营非住宅建筑支出预计将在2026年重回增长轨道,其中数据中心、电力基础设施和医疗健康领域将成为主要驱动力,引领下一阶段的建设繁荣。 由Adam Bubes领导的高盛分析师团队在近日发布的一份报告中表示,该行维持了对市场的积极展望。高盛预测,美国私营非住宅建筑支出在2026年将实现2%的名义增长,并在2027年进一步加速至5%。 这一预测标志着市场将在经历2025年的调整后迎来复苏。分析师强调...

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