---
title: "Let's Get Physical! Goldman Sees Rotation From 'Financial Assets' To 'Real' Economy"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/275937195.md"
description: "Amid the chaos of the last couple of weeks, it has been all too easy to lose a big picture focus as sector-by-sector, factor-by-factor, name-by-name, your portfolio is clubbed like a baby seal. Tactically managing risk (or surviving) has dominated strategic positioning as 'crowded' consensus trades have been sequentially sacrificed at the altar of 'AI disruption'."
datetime: "2026-02-13T19:02:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/275937195.md)
  - [en](https://longbridge.com/en/news/275937195.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/275937195.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/275937195.md) | [繁體中文](https://longbridge.com/zh-HK/news/275937195.md)


# Let's Get Physical! Goldman Sees Rotation From 'Financial Assets' To 'Real' Economy

**Amid the chaos of the last couple of weeks, it has been all too easy to lose a big picture focus** as sector-by-sector, factor-by-factor, name-by-name, your portfolio is clubbed like a baby seal. Tactically managing risk (or surviving) has dominated strategic positioning as 'crowded' consensus trades have been sequentially sacrificed at the altar of 'AI disruption'.

### 相关股票

- [GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D (GS-D.US)](https://longbridge.com/zh-CN/quote/GS-D.US.md)
- [GOLDMAN SACHS GROUP INC DEP SHS REPSTG 1/1000TH PRF SER C (GS-C.US)](https://longbridge.com/zh-CN/quote/GS-C.US.md)
- [Financial Select Sector SPDR Fund (XLF.US)](https://longbridge.com/zh-CN/quote/XLF.US.md)
- [GOLDMAN SACHS GROUP INC DEP SHR REP 1/1000TH PFD SER A (GS-A.US)](https://longbridge.com/zh-CN/quote/GS-A.US.md)
- [Goldman Sachs (GS.US)](https://longbridge.com/zh-CN/quote/GS.US.md)
- [ISHRS Us Brokers & Sec Exchg (IAI.US)](https://longbridge.com/zh-CN/quote/IAI.US.md)
- [Fidelity MSCI Financials Index (FNCL.US)](https://longbridge.com/zh-CN/quote/FNCL.US.md)
- [VG Financial (VFH.US)](https://longbridge.com/zh-CN/quote/VFH.US.md)

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