The U.S. stock earnings season is about to kick off
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Goldman Sachs expects that under the backdrop of steady growth in nominal GDP in the United States and a weakening dollar, revenue growth in the U.S. stock market will exceed 6%, but the expansion of profit margins is expected to be relatively moderate. Capital expenditures by large cloud service providers in the field of artificial intelligence remain a key driving factor. Since the first quarter of 2023, the S&P 500 has exceeded market expectations in every quarter
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