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							<a target="_blank" name='news_url'  class="imglink" href="m_n.html?id=100833014787335936">高盛 談「商品5D牛市」,繼續看好金銅今年上漲、油價震蕩</a>
							
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								<a name='news_summary' class="minitext">高盛在5月29號的報告中指出，由於工業金屬和黃金的結構性上漲、穩健的需求增長以及石油地緣政治風險溢價的下降，仍然選擇性地看漲大宗商品，預計2024年總回報率將從13%上升至18%。高盛提到了所謂的「5D牛市趨勢」：去投資（Disinvestment）、去碳化與氣候變化（Decarb</a>
							
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							<a name='news_doc_date' class="google-green-minitext">2024-05-30T</a>&nbsp;&nbsp;
							<a  name='news_tag0'  target='blank'  class='google-green-imgbutton'  style='font-size:12px'  href='m_keyword_news_redirect.html?id=1333' >&nbsp;石油&nbsp;</a>
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							<a target="_blank" name='news_url'  class="imglink" href="m_n.html?id=100833014787325390">高盛 :下調中軟國際目標價至4.9港元 評級下調至「中性」</a>
							
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								<a name='news_summary' class="minitext">高盛發表報告,對中軟國際業務從傳統資訊科技服務升級至項目為本資訊科技服務看法維持正面,料帶來更佳毛利率,但客戶相關預算恢復需時,減低未來一年收入增長能見度。該行對中軟國際收入減少依賴華為看法正面,但收入集中度風險在行業下行周期反可提供支撐,因大客有更佳預</a>
							
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							<a name='news_doc_date' class="google-green-minitext">2024-05-30T14:</a>&nbsp;&nbsp;
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<a  name='news_tag1'  target='blank'  class='google-green-imgbutton'  style='font-size:12px'  href='m_keyword_news_redirect.html?id=1420' >&nbsp;高盛&nbsp;</a>

							
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							<a target="_blank" name='news_url'  class="imglink" href="m_n.html?id=27982891392938005">納斯達克100指數科技股高度集中 風險 何解? 高盛 稱再平衡或非解決之道</a>
							
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								<a name='news_summary' class="minitext">高盛策略師表示，納斯達克100指數的特別再平衡不太可能解決大型高科技股高度集中給追蹤該基准指數的投資者帶來的挑戰。高盛策略師David J． Kostin等在報告中寫道，即使在調整之後，以</a>
							
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							<a name='news_doc_date' class="google-green-minitext">2023-07-17T</a>&nbsp;&nbsp;
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<a  name='news_tag2'  target='blank'  class='google-green-imgbutton'  style='font-size:12px'  href='m_keyword_news_redirect.html?id=1573' >&nbsp;美股&nbsp;</a>
<a  name='news_tag2'  target='blank'  class='google-green-imgbutton'  style='font-size:12px'  href='m_keyword_news_redirect.html?id=1420' >&nbsp;高盛&nbsp;</a>

							
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