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{"id": 508051, "content": "【高盛 {"id": 508051, "content": "【高盛:若财报季基本面保持稳健,AI驱动的突破行情仍有充足延续空间】金色财经报道,4月13日,高盛全球股票客制化篮子业务主管Louis Miller指出,目前的动能指标尚未进入超买区间,只要即将到来的财报季基本面保持稳健,这波由AI驱动的突破行情仍有充足的延续空间,尤其是在AI基础设施领域,市场共识预估资讯科技类股今年首季EPS年增率将高达44%,这无疑是本季最核心的催化剂。 \n尽管近期金价波动剧烈,高盛仍维持今年底金价将达5400美元/盎司的基准预测。支撑这项激进目标的“三驾马车”分别是:全球央行持续的多元化配置需求、投机性部位已逐步回归正常化,以及美联储年内将降息50个基点。在这种宏观背景下,黄金矿企事实上已受益于正向的经营杠杆,自由现金流大幅改善,并具备了提升股利的潜力。", "content_prefix": "高盛:若财报季基本面保持稳健,AI驱动的突破行情仍有充足延续空间", "link_name": "", "link": "", "grade": 4, "sort": "", "category": 0, "highlight_color": "", "images": [], "created_at": 1776045633, "created_at_zh": "2026-04-13", "attribute": "精选", "up_counts": 688, "down_counts": 576, "zan_status": "", "readings": [], "extra_type": 0, "extra": null, "prev": null, "next": null, "word_blocks": [], "is_show_comment": 1, "is_forbid_comment": 0, "comment_count": 0, "analyst_user": null, "show_source_name": "", "vote_id": 0, "vote": null, "date": "2026-04-13"}... |