金吾财讯 | 据外媒报道，随着企业加码AI基础设施投入，美国企业有望迎来又一轮强劲财报季。高盛（GS）预测，受益于AI基建热潮相关企业拉动，标普500成分股公司9月所在季度盈利同比有望增长27%。高盛美股首席策略师Ben Snider称，近期宏观数据以及AI投资相关信号，均未显现投资降温迹象。法兴美股首席策略师Manish Kabra表示，这将是标普500连续第三个季度盈利增幅超25%，除金融危机后的复苏阶段外，该连续增长表现十分罕见，同期营收预计增长12%。联邦爱马仕股票首席投资官Steve Chiavarone认为，依托AI基建资本开支，市场正看到“有生以来最强的盈利与利润率增长”，市场此前的各类担忧，最终都将被亮眼的盈利数据打消。
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