Gate News消息，4月7日，高盛周二发布研究报告指出，包括美股在内的科技股在经历长期表现不佳后估值已显得便宜，这为投资者创造了潜在的入市良机。高盛表示：'（今年迄今），我们见证了50年来科技板块相对回报最疲软的时期之一。'自2025年以来，DeepSeek的发布、美国超大规模企业的大规模资本支出，以及AI驱动的软件行业颠覆性影响等多重因素导致整体科技板块相对走弱，促使投资者转向价值型股票。目前美股超大规模企业的估值溢价已经下降，与板块其他部分几乎持平。全球范围内，IT板块的市盈率已低于非必需消费品、必需消费品和工业板块。高盛指出，尽管估值低迷，科技板块的盈利表现依然强劲。在标普500指数各板块中，市场普遍预期IT板块Q1每股收益将增长44%，占指数每股收益增长的87%。

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