高盛评美股Q2财报：AI支出持续激增，但盈利仍遥遥无期

The Odaily Planet Daily reports that Goldman Sachs noted in its latest report that during the second-quarter earnings season, only 2% of S&P 500 companies quantified AI's impact on earnings. Among them, only 11% of companies pointed out that AI brought measurable productivity improvements in specific areas such as software coding or customer support. It is worth noting that companies that reported AI-driven productivity gains did not see significantly higher earnings growth than the rest of the market. The median earnings of these companies rose 17% year-over-year, compared with a median of 14% for companies that did not quantify AI productivity gains. Goldman Sachs stated that this difference is not statistically significant.