金色财经
金色财经|6月 29, 2026 07:40
[Goldman Sachs: U.S. Stocks May See Another Strong Earnings Season Driven by Economic Growth and AI Boom] According to a report by Golden Finance on June 29, Goldman Sachs strategists stated that under a 'solid macroeconomic backdrop' and the investment boom in artificial intelligence, U.S. stocks might experience another strong earnings season. The team led by Ben Snider noted that the earnings trend of the S&P 500 index is robust enough to surpass analysts' previously high expectations. In a report, he wrote that AI infrastructure stocks are expected to contribute approximately 60% of the per-share earnings growth in the second quarter, with Micron Technology and Nvidia accounting for more than 40% combined. Snider added that analysts anticipate a median per-share earnings growth of 9% for S&P 500 constituents, but conservative revenue forecasts suggest there is upside potential.
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