高盛：投资者减持大型科技公司

Odaily Planet Daily News Goldman Sachs stated that investors are reducing their exposure to the "Magnificent Seven" in favor of AI beneficiaries, such as semiconductor companies, rather than the hyperscale cloud providers that are funding massive AI spending.

Goldman Sachs believes that the market is rewarding companies that generate returns from AI investments while questioning those that bear the costs. Until hyperscale cloud providers demonstrate stronger earnings growth, caution towards large-cap tech companies may persist.