Workflow
AI tools (Anthropic)
icon
搜索文档
Concerns over AI reshape how investors view long-term US stock valuations, Goldman says
Yahoo Finance· 2026-05-02 18:47
ai4 ©Shutterstock Growing unease about the potential for artificial intelligence to disrupt long-term corporate growth in the United States is prompting investors to reassess how much of current equity valuations rely on profits far into the future, according to analysts at Goldman Sachs. The shift in focus is particularly pronounced in sectors such as software. Goldman noted that profits expected beyond the next decade—commonly referred to as terminal value—now make up around 75% of the S&P 500’s total ...