高盛集团表示，油价长期居高不下或将成为今年美股企业盈利面临的最大威胁，并警示称，美国经济增速每回落1个百分点，标普500指数成分股企业的盈利降幅最高可达4%。

　　受美以与伊朗的冲突持续升级导致石油供应受阻影响，国际油价在本周一飙升至每桶119美元上方，创2022年年中以来的新高。

　　高盛指出，尽管油价小幅上涨对标普500指数盈利的直接影响相对有限，但石油供应若长期严重中断，将给美股带来显著的下行风险。

　　该行测算，2025年，人工智能投资和人工智能云服务贡献了标普500指数约25%的每股收益增长，而这一贡献比例在2026年将升至约40%。

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