Group 1 - The core viewpoint of the article highlights that Wall Street strategists are seeking new drivers for a bull market in the U.S. stock market amid concerns over slowing growth in artificial intelligence trade [1] - Goldman Sachs, led by Ben Snider, is focusing on companies that benefit from increased spending by middle-class consumers, particularly those selling non-essential goods rather than essentials [1] - The Goldman Sachs team believes that the U.S. economy is poised for accelerated growth, which will enhance the profits of stable-growth but lower-margin companies that have performed well since October [1] Group 2 - The article mentions that stocks exposed to middle-income consumer spending are particularly attractive, with value stocks expected to outperform the market into early 2026 [1] - It is noted that the real income growth of middle-income consumers is expected to accelerate, which should translate into improved sales growth [1] - Charlie McElligott from Nomura Securities indicates that economic growth is being re-priced upwards, which is a positive sign for more traditional value sectors [1]
逃离AI估值高地：华尔街策略师集体转向 中产消费股或成2026领头羊
Ge Long Hui A P P·2026-01-08 10:57