高盛：2024年全球策略报告：人工智能投资决策-买还是不买（英文版）

The technology sector has generated 32% of the Global equity return and 40% of the US equity market return since 2010. This has reflected stronger fundamentals rather than irrational exuberance. The tech sector globally has seen EPS rise c.400% while all other sectors together have achieved c.25% from the peak pre-GFC. • The introduction of transformative technologies typically attracts growing investor interest as well as significant capital and new competition. As enthusiasm builds and stoc