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Goldman Sachs strategists said that after experiencing a recent round of market shocks, the outlook for the AI sector has improved. Strategists expect that strong profit performance and declining investor positions will mitigate sharp market fluctuations. Goldman Sachs's team, led by Ben Snyder, pointed out in the research report that individual stocks related to artificial intelligence may continue to fluctuate after a wave of strong upward trends, but the impressive second-quarter results combined with recent investor deleveraging indicate that the market will enter a consolidation period, which is expected to offset market concerns about rising capital expenditure. Snyder wrote that the fluctuating trend of the AI sector is consistent with the previous trend upward trend, and usually involves consolidation after a sharp rise.
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Goldman Sachs strategists said that after experiencing a recent round of market shocks, the outlook for the AI sector has improved. Strategists expect that strong profit performance and declining investor positions will mitigate sharp market fluctuations. Goldman Sachs's team, led by Ben Snyder, pointed out in the research report that individual stocks related to artificial intelligence may continue to fluctuate after a wave of strong upward trends, but the impressive second-quarter results combined with recent investor deleveraging indicate that the market will enter a consolidation period, which is expected to offset market concerns about rising capital expenditure. Snyder wrote that the fluctuating trend of the AI sector is consistent with the previous trend upward trend, and usually involves consolidation after a sharp rise.
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