美国股票观点_人工智能资本支出的发展轨迹及企业人工智能应用的下一批受益者US Equity Views_ The trajectory of AI capex and the next beneficiaries of corporate AI adoption

18 November 2025 | 8:24PM EST Portfolio Strategy Research US EQUITY VIEWS The trajectory of AI capex and the next beneficiaries of corporate AI adoption Ryan Hammond +1(212)902-5625 | ryan.hammond@gs.com Goldman Sachs & Co. LLC Ben Snider +1(212)357-1744 | ben.snider@gs.com Goldman Sachs & Co. LLC David J. Kostin +1(212)902-6781 | david.kostin@gs.com Goldman Sachs & Co. LLC Jenny Ma +1(212)357-5775 | jenny.ma@gs.com Goldman Sachs & Co. LLC Daniel Chavez +1(212)357-7657 | daniel.chavez@gs.com Goldman Sachs & ...