Goldman Sachs says investors should now consider diversifying toward Europe, which is less sensitive to the AI factor than the United States. After lagging during the global artificial-intelligence boom, Europe’s characteristics could become an advantage for investors. According to a bank research paper published Monday, AI infrastructure stocks account for only 9% of the Stoxx 600 index. They contribute just two percentage points to the 9% earnings-per-share growth forecast for 2027, leaving greater long-term upside potential in Europe.
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