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Hardware VS Software! A fierce battle for positions is unfolding in the AI sector of the US stock market. Who will dominate in 2025?
Regarding the upcoming year 2025, how to choose AI Hardware and AI Software has become the focus of investors' attention.
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How to find the "alpha" market in U.S. stocks next year? Goldman Sachs provides an investment guide.
Zhihui Finance has learned that Goldman Sachs analysts said in a report that over the next six months, the materials, Software, and services industries in the USA are most likely to outperform the Large Cap. Goldman Sachs strategist David Kostin stated in a report on December 20 that they introduced a model for USA Stocks to select industries expected to exceed the benchmark Index by 5 percentage points or more, "to identify 'high conviction' views with significant Alpha potential." He noted, "Our model incorporates macro, fundamental, and valuation data as independent variables. We run probability models separately for each Industry, only including
Materials, Software Stocks Are Best Poised for H1 Outperformance: Goldman Sachs
Will ServiceNow's (NOW) AI-Powered Solutions Lead to Sustained Growth in 2025?
CCORF Maintains ServiceNow(NOW.US) With Buy Rating, Raises Target Price to $1,200