Goldman says semiconductor stocks now move asset prices more than oil
AIGoldman Sachs research finds semiconductor stock moves explain about 54% of asset price divergence over the past three weeks, while oil prices explain 2%. Strategists say investor sentiment has not yet fallen to levels that historically signal buying opportunities, and the KOSPI rose as much as 5% in intraday trading on Tuesday after Anthropic filed for an IPO.
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IThome · AI · ithome.comPublished · added here
Original title: 高盛：AI 重塑市场定价，半导体板块影响力超过油价