Citigroup strategists said that technology stocks are expected to contribute nearly 70% of global profit growth next year, so if the artificial intelligence boom starts to cool down, stock market gains may be at risk as a result. Citi's analysis shows that judging from industry contributions, this ratio will bring the concentration of profit growth in 2027 to the highest level in recorded history. The team, which includes David Groman and Beata Manthey, said that in the past 30 years, the industry sector that contributed the most has accounted for an average of about 40% of profit growth.
Zhitongcaijing · 1d ago
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Citigroup strategists said that technology stocks are expected to contribute nearly 70% of global profit growth next year, so if the artificial intelligence boom starts to cool down, stock market gains may be at risk as a result. Citi's analysis shows that judging from industry contributions, this ratio will bring the concentration of profit growth in 2027 to the highest level in recorded history. The team, which includes David Groman and Beata Manthey, said that in the past 30 years, the industry sector that contributed the most has accounted for an average of about 40% of profit growth.
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