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Goldman Sachs: U.S. Stocks May See Another Strong Earnings Season, With Economic Growth and AI Boom Expected to Drive EPS Growth
10 hour ago /
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Author：小编
Goldman Sachs strategists pointed out that the U.S. stock market is poised for another robust earnings season, influenced by a 'solid macro backdrop' and the boom in artificial intelligence investments. The team led by Ben Snider believes that the earnings trend for the S&P 500 index is strong and will surpass analysts' expectations. In his report, Snider stated that AI infrastructure stocks are expected to contribute approximately 60% of the earnings-per-share growth in the second quarter, with Micron Technology and NVIDIA accounting for a combined total of over 40%.
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