<div id="readability-page-1"><div><div><p><strong>Amid the chaos of the last couple of weeks, it has been all too easy to lose a big picture focus</strong> 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'.</p></div></div></div>

GS-D

GS-C

金融業 ETF - SPDR

GS-A

高盛

美國經紀商&證券交易所 ETF - iShares

金融指數 MSCI ETF - Fidelity

金融業 ETF - Vanguard

<p>在過去幾周的混亂中，失去大局觀變得異常容易，因為你的投資組合在各個行業、各個因素、每個名稱上都遭受了重創。戰術性地管理風險（或生存）主導了戰略定位，因為 “擁擠” 的共識交易一個接一個地在 “人工智能顛覆” 的祭壇上被犧牲</p>

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

ZeroHedge

GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D

GOLDMAN SACHS GROUP INC DEP SHS REPSTG 1/1000TH PRF SER C

GOLDMAN SACHS GROUP INC DEP SHR REP 1/1000TH PFD SER A

讓我們動起來！高盛預計將從 “金融資產” 轉向 “實體” 經濟