# Goldman says semiconductor stocks now move asset prices more than oil

> Original title: 高盛：AI 重塑市场定价，半导体板块影响力超过油价

- Source: IThome · AI
- Published: 2026-10-27T07:42:53.000Z
- Bad Influence: https://badinfluence.news/items/hsxrx3r6j8gg8rujufq06v5m1
- Original: https://www.ithome.com/1/018/464.htm

## Summary

Goldman 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.