Goldman Sachs Strategists: Capital-Intensive Firms Likely To Outperform This Earnings Season
2026-07-07 11:35:14
Goldman Sachs strategists said capital-intensive companies are likely to deliver solid earnings this reporting season and further outperform asset-light peers that rely more on labor or digital assets, according to 36Kr. A team led by Guillaume Jaisson said investors remain under-allocated to a world where physical assets, infrastructure and industrial capacity have regained strategic importance.
Disclaimer:
1. The information provided does not constitute investment advice. Investors should make independent decisions and bear all risks themselves.
2. The copyright of this content belongs to the original author. The views expressed herein are solely those of the author and do not represent the stance or position of this website.
