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#earnings-forecast

@rohanpaul_ai: The usual case against Wall Street Investment bank’s forecasts is incentives. Banks often cover companies their other d…

X AI KOLs Following ↗ · 2026-10-12 Cached

OpenStocks 用无利益冲突的 AI 智能体预测公司财报数据,与华尔街分析师共识对比,自 8 月 4 日开始评分以来 AI 共识在 90 份财报中赢下 60 份,典型误差 2.5% 低于华尔街的 2.9%。

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#earnings-forecast

@rohanpaul_ai: Goldman Sachs research published a new report. - “Almost half of S&P 500 growth in EPS in 2026 comes from AI investment…

X AI KOLs Timeline ↗ · 2026-09-25 Cached

Goldman Sachs research predicts that almost half of the S&P 500's EPS growth in 2026 will come from AI investment, but the earnings boost from hyperscaler capex is expected to fade by 2028, shifting the focus to productivity gains.

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