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高盛:下半年股市上涨范围将扩大,科技公司盈利增长是关键推动力

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高盛集团全球股票首席策略师彼得·奥本海默表示,全球股市有望延续第二季度的强劲涨势,而科技公司的盈利增长将是关键推动力。“只要盈利表现持续良好且增长范围扩大,我认为下半年股市将继续上涨,”
奥本海默说道,“涨幅可能不及上半年,但我认为上涨将呈现广泛的特征。”他指出,科技行业的盈利增长将持续,尽管投资者的关注点正从数据中心和云计算平台运营商,转向支撑人工智能(AI)热潮的半导体及设备制造商。(金十)

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