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Goldman’s Moe Says He’s in ‘Stronger-for-Longer Camp’ on AI
1 report1 sourceupdated 5 days ago
What happened
Summary
高盛美股首席策略师David Kostin表态，他站在AI“更强更久”这一边，意思是AI基础设施的投资回报不会很快结束，而是会持续好几年。他的判断主要靠企业资本开支趋势和对生产率提升的预期，但正文没披露具体的时间表或回报数字，所以这点先别太激动——如果真如他所说，那对做AI基建的厂商是长期利好，但验证还需要更多数据。
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Sep 25
- Bloomberg TechnologyGoldman’s Moe Says He’s in ‘Stronger-for-Longer Camp’ on AI
Goldman Sachs chief US equity strategist David Kostin says he's in the 'stronger-for-longer' camp on AI, expecting infrastructure investments to yield returns for years. The post does not disclose specific timelines or return figures, but bases the view on corporate capex trends and productivity expectations.