<div id="readability-page-1">Cyclical stocks have rallied sharply in recent weeks, outperforming Defensives for a record 14-straight sessions before pulling back, according to Goldman Sachs. But despite the rebound and growing economic optimism among investors, Goldman says markets are still not fully pricing in a stronger growth outlook for 2026. Goldman’s internal equity rot...</div>

纽柯

STLD

<p>高盛强调周期性股票作为 2026 年增长的潜在追赶机会，指出市场低估了经济加速的强劲表现。消费类股票和非住宅建筑公司表现滞后。关键股票包括 Steel Dynamics、Commercial Metals 和 Nucor 等，年初至今的回报各不相同。高盛预计 GDP 增长为 2.5%，高于市场共识预测</p>

高盛推荐的 2026 年增长潜力股票