The Goldman Sachs Group, Inc. (NYSE:GS) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. Goldman Sachs CEO Forecasts ‘Slower’ Talent Growth This Year, Bloomberg Reports According to Bloomberg on January 27, 2026, The Goldman Sachs Group, Inc. (NYSE:GS) CEO David Solomon stated that talent growth will be slower in 2026 despite a favorable view on global markets. According to the CEO, recruiting will be more limited this year as the company prioritizes efficiency. Solomon pointed out that ef ...

SAN FRANCISCO, Feb. 02, 2026 (GLOBE NEWSWIRE) -- Fieldguide, a leading agentic AI-native platform for audit and advisory, today announced a $75 million Series C led by Growth Equity at Goldman Sachs Alternatives, with participation from new investor, Geodesic, and existing investors Bessemer Venture Partners, 8VC, and Thomson Reuters. The financing brings Fieldguide’s total funding to $125 million and values the company at $700 million. Audit and advisory firms are facing a structural capacity problem. Regu ...

智通财经APP获悉，高盛集策略师本·斯奈德表示，美国企业的 2026 年盈利前景依然稳固，这缓解了此 前因财报季表现平平而引发的担忧。 本·斯奈德表示，在已发布 2026 年每股收益预测的标普 500 指数成份股公司中，超过半数的指引高于分 析师预期，这一比例超过了 40% 的历史平均水平。 分析师维持此前的普遍预期不变 洛克希德·马丁公司在预测 2026 年利润高于分析师预期后股价上涨了 4%；威瑞森的调整后利润和自由 现金流预测均超过共识预期，股价创下 2008 年 10 月以来的最大涨幅。 在去年创纪录的涨势推高估值后，股市进一步上涨的门槛已经很高，但那些提供更光明前景的公司得到 了回报。 Meta (META.US)在给出了远强于预期的营收预期后股价上涨了 10%，这有助于抵消 AI 相关支出增加带 来的影响。 这些数据让投资者感到宽心，因为他们此前对第四季度的业绩基本不为所动。根据彭博行业研究(BI)汇 编的数据，财报季进程已接近过半，目前约有 78% 的标普 500 指数公司业绩超出预期，这一比例低于 前两个季度。 相比之下，令人失望的财报则遭到了严厉惩罚。微软(MSFT.US)股价大跌，此前这家 ...

"中国经济实现了其既定的2025年增长目标，这是非常有意义的。"在苏德巍看来，从长远来看，中国经 济最核心的增长机遇在于消费。近年来，中国政府更加重视消费对经济的提振作用，在"十五五"规划建 议中也有关于大力提振消费的相关表述，期待未来中国经济的增长动力将更多来自消费和服务业的发 展。 据苏德巍观察，2025年，中国市场的国际资金流入量有所增加，且中国资产在全球投资组合中的权重有 所提升，预计未来外资配置中国市场的比例有望回升至10%以上。（新华社） 高盛集团董事长兼首席执行官苏德巍近日在京接受采访时表示，高盛持续看好中国发展前景和经济增长 潜力，对中国市场的投入长期且坚定。 ...

"如果用几个词来描述中国经济，我认为它是世界上最重要的经济体之一，是一个广泛、多元的经 济体，并持续受益于技术创新以及制造业和出口表现。"高盛集团董事长兼首席执行官苏德巍近日在京 接受记者采访时表示，高盛持续看好中国发展前景和经济增长潜力，对中国市场的投入长期且坚定。 新华社北京2月2日电 题：对中国市场的投入长期且坚定——访高盛集团董事长兼首席执行官苏德 巍 新华社记者任军 据介绍，高盛资产管理与工银理财的合资公司也在稳步发展。2022年6月，高盛与中国工商银行共 同组建的合资理财公司高盛工银理财获准开业，成为中国境内第4家合资理财公司。 苏德巍告诉记者，中国资本市场的一系列开放举措让高盛备受鼓舞。"我们已经看到了开放的方 向。全球投资者希望看到中国经济更加平衡和开放，这将是吸引更多资本的关键。"苏德巍表示，高盛 对中国市场的投入是长期且坚定的，将继续深耕中国市场。 20世纪90年代中期以来，苏德巍多次到访中国。"我亲眼见证了中国工业的发展和技术创新领域取 得的巨大成就。自我在高盛任职以来，高盛一直在中国内地展业，我始终怀着极大的兴趣关注中国经济 如何持续演进。"他说。 【纠错】 【责任编辑:邱丽芳】 "中 ...

全球贵金属市场在上周五经历了一场历史性的暴跌，白银单日重挫近30%，黄金也大幅回撤。 尽管跌幅惊人，但多家华尔街投行分析师认为，这是一场由过度拥挤的持仓和保证金上调引发的技术性出清，而非基本面逻辑的根本性逆转。 市场数据显示，iShares Silver Trust上周五下跌28.5%至75.44美元，创下有史以来最大单日跌幅；SPDR Gold Shares下跌10.3%至444.95美元。 据高盛交易部门观察， 白银的波动率飙升至仅在全球金融危机最严重时期和新冠疫情封锁期间才出现过的极端水平，其ETF名义交易量超过320亿美元。 此次暴跌的直接导火索是芝加哥商品交易所在周五收盘前宣布上调保证金要求，这迫使大量杠杆资金在周末前平仓。 同时，随着美国总统特朗普提名沃什为下 一任美联储主席，美元的反弹也对金属价格构成了压力。 尽管价格出现剧烈修正，但机构分析师并未恐慌。Yardeni Research指出，主要ETF的交易量并未显示出恐慌性抛售的迹象。摩根大通则重申了对黄金中期走 势的坚定看涨立场， 认为在实物资产跑赢纸面资产的机制下，黄金仍是有效的投资组合对冲工具。 摩根大通：坚定看多黄金，对白银更谨慎 由摩 ...

先说乍听起来最能吸引人的事，GDP会比多数经济学家预期更好，这个判断建立在两个前提上，其一是关税的"一次性"拖累会逐渐消失，其二是财政刺激会 继续带来支撑，换句话说，外在的摩擦在退场，内部的推力在继续，但这两个前提都不是铁板钉钉的事实，而是"假设"；一旦全球供应链、地缘政治或财政 支出路径出现偏差，增长数字就会被打折。难道市场就不会问一句，这增长是"真增长"还是"消费与库存堆起来的泡沫"吗？ 再看劳动力市场，这是高盛报告里最谨慎的部分，他们把不确定性直接点名为"劳动力市场是2026年前景中最不确定的因素"，讲得像是在做风险提示，是 的，这里有三层意思职位空缺在慢慢减少，企业在讨论裁员，企业又渴望用人工智能降低人工成本，最关键的是移民数量的骤降，让劳动供给的增长放缓， 从而使得就业增长乏力；这意味着，就算经济看似稳健，背后的人口与供需结构正在悄悄改变，想用传统的劳动力模型去解读恐怕会漏掉许多隐蔽的裂缝。 高盛还计算出一个看似轻描淡写却十分锋利的数字，为了让失业率在2026年维持在4.5%，美国每月只需新增不到7万个就业岗位，这听起来门槛很低，但问 题是新增岗位的质量在哪里，行业分布如何，地域差距如何——如果新增 ...

Core Viewpoint - The recent market volatility, including a sharp decline in stocks and a rebound in the dollar, has led to significant drops in gold and silver prices, indicating a turbulent economic environment driven by macroeconomic factors [2][3]. Group 1: Market Dynamics - The chief investment strategist at Bank of America, Michael Hartnett, emphasizes that currency devaluation remains the fundamental scenario, suggesting that despite short-term volatility, the macroeconomic logic supporting the rise of gold and physical assets is still intact [3]. - Investors should be cautious of potential liquidity deleveraging risks in the first half of the year, which could lead to a significant cleansing of "greed" sentiment in the market [4]. - Hartnett notes that since Trump's inauguration, the dollar has actually depreciated by 12%, a trend that is seen as a policy-driven outcome [5]. Group 2: Economic and Political Implications - The weak dollar is viewed as a crucial means to boost manufacturing in swing states like Pennsylvania, Michigan, and Wisconsin, highlighting the intersection of economic and political survival [6][7]. - Historical data shows a strong correlation between presidential approval ratings and dollar performance, with an average decline of 30% in dollar bear markets since 1970, suggesting that gold and emerging market stocks typically perform well in such environments [7]. Group 3: Investment Strategies - Hartnett advocates for a shift from the traditional 60/40 stock-bond strategy to a "permanent portfolio" consisting of equal parts stocks, bonds, gold, and cash, which has shown impressive returns of 8.7% over ten years, the best performance since 1992 [9][10]. - The "permanent portfolio" achieved a remarkable 23% return in 2025, marking the best year since 1979, underscoring the importance of including gold and cash in asset allocation during times of currency devaluation and inflation volatility [11][15]. Group 4: Future Outlook - Hartnett predicts that the investment trend of the 2020s will be dominated by war, inflation, protectionism, and wealth redistribution, with current gold price levels indicating negative real interest rates in the U.S. [16]. - He warns that a significant capital outflow could occur if non-U.S. investors reduce their holdings in U.S. equities and government bonds by just 5%, potentially impacting the U.S. economy given its current account and budget deficits [19]. - Looking ahead to 2026, Hartnett suggests a "BIG + MID" strategy, focusing on Bitcoin, international stocks, gold, and mid-cap stocks, aiming to capture asset classes that may outperform in the new macroeconomic paradigm [22].

Core Insights - The recent release of documents by the U.S. Department of Justice has revealed details about the relationship between Goldman Sachs partner and General Counsel Kathy Ruemmler and Jeffrey Epstein [1] Group 1: Relationship Details - Ruemmler referred to Epstein as "Uncle Jeffrey" in emails from 2016 to 2019, indicating a personal connection [2][4] - She received various gifts from Epstein, including shoes, handbags, and wine, with a specific mention of an Apple Watch band in 2018 [2][4] Group 2: Political and Public Relations Involvement - Ruemmler provided political and public relations support to Epstein, including drafting a response for Donald Trump regarding their relationship during the 2016 election [5] - The documents illustrate how Epstein leveraged connections with elite individuals like Ruemmler to maintain his social standing [5] Group 3: Goldman Sachs' Response - Goldman Sachs has expressed unwavering support for Ruemmler, stating that her professional interactions are normal and that her role in the company remains unchanged [6] - CEO David Solomon has praised Ruemmler as an exceptional legal advisor and confirmed that she disclosed relevant information to the company in 2023 [6]

责任编辑：山上 股票频道更多独家策划、专家专栏，免费查阅>> 华侨银行策略师Christopher Wong表示，黄金的走势"印证了'急涨必急跌'的警世之言。"他认为沃什的美 联储主席提名虽是导火索，但回调早已是势在必行。"这就像是市场一直在等待的、用来平仓那些抛物 线式行情的借口之一。"贵金属此前已为剧烈波动做好了铺垫，因为飙升的价格和波动率让交易员的风 险模型和资产负债表承压。高盛集团在一份报告中指出，看涨期权购买创纪录浪潮也"机械性地强化了 上涨势头"，因为这些期权的卖方通过买入更多金属来对冲价格上涨的风险。 ...