华尔街寻找牛市新引擎 高盛看好中产阶级消费股

Group 1 - The core viewpoint of the article is that Wall Street strategists are seeking new engines to drive the U.S. stock market bull run amid concerns over a slowdown in AI trading [1] - Goldman Sachs is focusing on companies that will benefit from increased spending by middle-class consumers, particularly in sectors such as healthcare services, materials production, and essential consumer goods [1] - The firm is particularly bullish on companies selling "nice-to-have" products rather than "necessity" items, anticipating that the U.S. economy will accelerate, boosting profits for stable growth companies with lower margins [1]