高盛策略师：资本密集型公司财报季或跑赢
2026-07-07 11:35:06
据财联社报道，高盛集团策略师认为，资本密集型公司在本财报季有望交出稳健的盈利答卷，并进一步跑赢更依赖人力或数字资产的轻资产同行。以Guillaume Jaisson为首的高盛策略师团队称，投资者对实物资产、基础设施及工业产能重获战略重要性的世界仍处于配置不足状态。
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