高盛：科技股估值承压，2026年股市的最大机会不在AI

GateNews

2025-12-15 08:43:46

PANews 12月15日消息，高盛最新报告指出，投资者当前聚焦人工智能及超大市值科技巨头，但2026年经济加速可能为工业、材料和非必需消费品等周期性板块带来更大机遇。分析师预计，这些板块的每股收益（EPS）增长将显著提升，其中工业板块EPS增速或从4%跃升至15%，房地产公司EPS增速将从5%升至15%，而非必需消费品公司EPS增长预计从3%增至7%。相比之下，信息技术公司的EPS增速或从2025年的26%放缓至2026年的24%。高盛认为，尽管近期周期性股票表现优异，连续14个交易日跑赢防御性股票，但市场尚未完全反映2026年经济加速的潜力。高盛预测，美国整体经济增长将在2026年加速，推动标普500指数EPS增长12%。分析师强调，尽管AI热潮持续，市场或已消化AI带来的大部分潜在收益。

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