Goldman Sachs: Don't Just Focus on AI, Three Themes Are Gaining Attention
Source：
www.techflowpost.com
According to TechFlow Research, Goldman Sachs' July 17 report pointed out that sharp volatility in AI infrastructure stocks prompted investors to seek non-AI directions. Over the past three months, the annualized volatility of Goldman Sachs' momentum factor reached 36%, hitting a 45-year high for non-recession periods, while the correlation of S&P 500 individual stocks fell to a historical low of 0.14.
