2027 earnings-growth cliff opens value in tech - Goldman

Перевод пока не готов. Показан оригинал статьи.

[Stock Market Ticker Display] bymuratdeniz Global equity earnings growth is poised to more than halve in 2027 as the artificial intelligence (AIQ [https://seekingalpha.com/symbol/AIQ]) (AIEQ [https://seekingalpha.com/symbol/AIEQ]) investment boom peaks, but recent market deratings have created attractive entry points in long-duration technology (XLK [https://seekingalpha.com/symbol/XLK]) growth, according to Goldman Sachs Portfolio Strategy Research. The year 2026 delivered unusually broad-based returns across regions, reversing more than a decade of consistent U.S. outperformance.