[Goldman Sachs Turns Bullish on Stocks and Bonds: Favoring Bonds Over the Next Year, Preferring AI-Related Stocks] Goldman Sachs has upgraded its stock rating to 'overweight' for the next three months, while also upgrading its bond rating to 'overweight' for the next 12 months. Goldman Sachs stated that improved valuations, corporate earnings resilience, and the trend of slowing inflation will support market performance through 2027. However, the institution also warned that rising yields and geopolitical risks may continue to drive market volatility. In terms of stock allocation, Goldman Sachs is more optimistic about AI-related stocks and certain high-dividend targets.