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Goldman Sachs traders' perspective on 2025: the AI boom, differentiated markets, and "sticky" inflation.
Goldman Sachs stated that Wednesday's CPI data once again reminds the market that the view that "high interest rates will last longer" is not unfounded. If the performance of Large Cap stocks in the US market is poor, and high interest rates continue to weigh down Small Cap stocks, it will be difficult for the market to sustain an uptrend. The enthusiasm in the AI field continues, but trends are diverging, and funds may be shifting towards the next phase—AI applications.
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102857288 : ?
New_To_Stocks : CSCO and ZM is dream which will not come true.
韭菜变主力 : $Intel (INTC.US)$ definitely does not want to sell $Mobileye Global (MBLY.US)$ at this price. This is a part of core technology INTC still has.
102701962 : Haa fun but these be too wild to happen.