Goldman Sachs said that individual stocks in the AI sector have fluctuated sharply, momentum factors have weakened drastically, and the internal correlation of S&P 500 constituent stocks is extremely low. Multiple factors have prompted the market to refocus on investment directions outside the AI circuit. The strategy team led by Ben Snyder wrote that consumer experience stocks, compound interest growth companies, and potential targets of mergers and acquisitions are the three major investment ideas unrelated to artificial intelligence. The linkage between these assets and AI packages and momentum factors is extremely low. The report points out that the consumer experience sector has attractive valuations and can share the long-term high growth dividends of residents' experiential consumption. Typical targets include Disney, Hilton, and Royal Caribbean.

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