<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>

紐柯

STLD

<p>高盛強調週期性股票作為 2026 年增長的潛在追趕機會，指出市場低估了經濟加速的強勁表現。消費類股票和非住宅建築公司表現滯後。關鍵股票包括 Steel Dynamics、Commercial Metals 和 Nucor 等，年初至今的回報各不相同。高盛預計 GDP 增長為 2.5%，高於市場共識預測</p>

高盛推薦的 2026 年增長潛力股票