英文【高盛】标准普尔500指数褐皮书2025年第一季度电话会议的三个主题关税、消费者和人工智能
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- 《英文【高盛】标准普尔500指数褐皮书2025年第一季度电话会议的三个主题关税、消费者和人工智能-17页.pdf》
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- surged alongside the mentions of tariffs this quarter, as 89% percent of companies have
- JBL, IR). 28% of S&P 500 companies that have reported 1Q results have quantified the
- Exhibit 1: 89% of S&P 500 companies have discussed tariffs on
- revisions have been negative for the Consumer Discretionary (-8%) and Consumer
- Staples (-4%) sectors, compared with -3% for the S&P 500 Exhibit 4.
- 🏷️ 核心议题
- #人工智能#AI