- Peter Oppenheimer at Goldman Sachs Group Inc. says strong earnings are keeping equities on solid ground, but a deeper acceleration in the fall in bonds could quickly test that resilience.
- Goldman Sachs says AI stock valuation de-ratings already price in earnings doubts.
- Goldman Sachs recommends focusing on stocks with a differentiated view on long-term revenue growth as valuation dispersion remains narrow and growth stocks trade at a sizable premium.
- Goldman's screen lists Space Exploration Technologies, IREN Limited, Rambus, IonQ, and Rocket Lab among Russell 1000 stocks with the widest dispersion in analyst three-year revenue forecasts.
引述
“Strong earnings are keeping equities on solid ground, but a deeper acceleration in the fall in bonds could quickly test that resilience”
“Goldman Sachs says AI stock valuation de-ratings already price in earnings doubts.”
“Goldman Sachs says investors should focus on stocks where they see a differentiated view on long-term revenue growth as valuation dispersion remains narrow and growth stocks trade at a sizable premium.”