高盛推出“抗AI冲击”主题投资组合，看好甲骨文和微软等

Group 1 - Goldman Sachs has launched a new "anti-AI impact" thematic investment portfolio, betting on companies less likely to be affected by AI disruptions [1] - The portfolio includes a long position in companies that require physical execution, are heavily regulated, or must be accountable by humans, which are difficult to replace with AI [1] - On the short side, the strategy targets companies with workflows that could be gradually automated by AI, such as Duolingo and Semrush [1] Group 2 - Goldman Sachs is optimistic about AI infrastructure-related companies, covering areas like computing power, cloud services, data facilities, development tools, and cybersecurity, with Oracle and Microsoft as representative firms [1]