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Why Goldman Sachs Says Investors Should Buy The Dip In U.S. Tech Stocks

DeepSeek complicates outlook for AI theme, but the fundamental case for stocks' lofty valuations hasn't changed. Monday's trillion-dollar stock-market wipeout will be remembered as an opportunity to scoop up shares of some of the most valuable U.S. companies at a discount, according to a team of equity strategists at Goldman Sachs Group.In a report shared with MarketWatch on Wednesday, the Goldman team, led by chief global equity strategist Peter Oppenheimer, said that while the buzz surrounding China's DeepSeek has raised questions about Big Tech's AI investment binge, the fundamentals underpinning stocks' lofty valuations haven't changed."In our view this is a correction and not the start of a sustained bear market," the Goldman team said in a report shared with MarketWatch."Most bear markets are triggered by expectations of falling profits driven by fears of recession. Our economists remain confident about world growth and remain above consensus on their forecasts for the US, puttin

Why Goldman Sachs Says Investors Should Buy The Dip In U.S. Tech Stocks

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Monday's trillion-dollar stock-market wipeout will be remembered as an opportunity to scoop up shares of some of the most valuable U.S. companies at a discount, according to a team of equity strategists at Goldman Sachs Group.In a report shared with MarketWatch on Wednesday, the Goldman team, led by chief global equity strategist Peter Oppenheimer, said that while the buzz surrounding China's DeepSeek has raised questions about Big Tech's AI investment binge, the fundamentals underpinning stocks' lofty valuations haven't changed.\"In our view this is a correction and not the start of a sustained bear market,\" the Goldman team said in a report shared with MarketWatch.\"Most bear markets are triggered by expectations of falling profits driven by fears of recession. Our economists remain confident about world growth and remain above consensus on their forecasts for the US, puttin","content":"<html><head></head><body><p>Monday&#39;s trillion-dollar stock-market wipeout will be remembered as an opportunity to scoop up shares of some of the most valuable U.S. companies at a discount, according to a team of equity strategists at Goldman Sachs Group.</p><p>In a report shared with MarketWatch on Wednesday, the Goldman team, led by chief global equity strategist Peter Oppenheimer, said that while the buzz surrounding China&#39;s DeepSeek has raised questions about Big Tech&#39;s AI investment binge, the fundamentals underpinning stocks&#39; lofty valuations haven&#39;t changed.</p><p>That means the latest correction in Big Tech names, the first since the fall, will likely remain just that - a correction. Not the start of a new bear market.</p><p>&#34;In our view this is a correction and not the start of a sustained bear market,&#34; the Goldman team said in a report shared with MarketWatch.</p><p>&#34;Most bear markets are triggered by expectations of falling profits driven by fears of recession. Our economists remain confident about world growth and remain above consensus on their forecasts for the US, putting the probability of recession in the next 12 months at 15%.&#34;</p><h2 id=\"id_456102790\">Valuations</h2><p>The Goldman team acknowledged that U.S. stocks look particularly expensive right now. Both relative to history, and relative to their international peers.</p><p>But these lofty valuations are justified by expectations for strong earnings growth in the U.S. Big Tech companies, most notably Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, have seen their profits soar over the past couple of years.</p><p>Now, other U.S. firms are expected to narrow that gap in 2025, as Goldman pointed out.</p><p>While Big Tech stocks have helped skew valuations higher, most large-cap U.S. stocks look expensive relative to history.</p><p>&#34;The dominance of [the] U.S. equity market, technology sector, and dominant companies, do not represent a bubble based on irrational exuberance but are rather a reflection of superior fundamentals,&#34; the Goldman team said.</p><p>After sliding on Monday, Nvidia and the broader U.S. technology sector came roaring back on Tuesday. But shares of the AI darling were trading lower once again on Wednesday, weighing on the S&amp;P 500 and Nasdaq Composite.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Goldman Sachs Says Investors Should Buy The Dip In U.S. Tech Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Goldman Sachs Says Investors Should Buy The Dip In U.S. Tech Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-29 23:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Monday&#39;s trillion-dollar stock-market wipeout will be remembered as an opportunity to scoop up shares of some of the most valuable U.S. companies at a discount, according to a team of equity strategists at Goldman Sachs Group.</p><p>In a report shared with MarketWatch on Wednesday, the Goldman team, led by chief global equity strategist Peter Oppenheimer, said that while the buzz surrounding China&#39;s DeepSeek has raised questions about Big Tech&#39;s AI investment binge, the fundamentals underpinning stocks&#39; lofty valuations haven&#39;t changed.</p><p>That means the latest correction in Big Tech names, the first since the fall, will likely remain just that - a correction. Not the start of a new bear market.</p><p>&#34;In our view this is a correction and not the start of a sustained bear market,&#34; the Goldman team said in a report shared with MarketWatch.</p><p>&#34;Most bear markets are triggered by expectations of falling profits driven by fears of recession. Our economists remain confident about world growth and remain above consensus on their forecasts for the US, putting the probability of recession in the next 12 months at 15%.&#34;</p><h2 id=\"id_456102790\">Valuations</h2><p>The Goldman team acknowledged that U.S. stocks look particularly expensive right now. Both relative to history, and relative to their international peers.</p><p>But these lofty valuations are justified by expectations for strong earnings growth in the U.S. Big Tech companies, most notably Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, have seen their profits soar over the past couple of years.</p><p>Now, other U.S. firms are expected to narrow that gap in 2025, as Goldman pointed out.</p><p>While Big Tech stocks have helped skew valuations higher, most large-cap U.S. stocks look expensive relative to history.</p><p>&#34;The dominance of [the] U.S. equity market, technology sector, and dominant companies, do not represent a bubble based on irrational exuberance but are rather a reflection of superior fundamentals,&#34; the Goldman team said.</p><p>After sliding on Monday, Nvidia and the broader U.S. technology sector came roaring back on Tuesday. But shares of the AI darling were trading lower once again on Wednesday, weighing on the S&amp;P 500 and Nasdaq Composite.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","BK4598":"佩洛西持仓","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","2NVD.UK":"2X NVIDIA ETP","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","NVD2.UK":"2X NVIDIA ETP","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","NVD3.UK":"LS 3X NVIDIA","SNVD.UK":"LS -1X NVIDIA","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","NVDS.UK":"LS -1X NVIDIA","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","GS":"高盛","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","NVDA":"英伟达","NVDD":"Direxion Daily NVDA Bear 1X Shares","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","BK4551":"寇图资本持仓","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","NVIW.SI":"NVDA 3xLongSG261006","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","NVDS":"Tradr 1.5X Short NVDA Daily ETF","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507463017","content_text":"Monday's trillion-dollar stock-market wipeout will be remembered as an opportunity to scoop up shares of some of the most valuable U.S. companies at a discount, according to a team of equity strategists at Goldman Sachs Group.In a report shared with MarketWatch on Wednesday, the Goldman team, led by chief global equity strategist Peter Oppenheimer, said that while the buzz surrounding China's DeepSeek has raised questions about Big Tech's AI investment binge, the fundamentals underpinning stocks' lofty valuations haven't changed.That means the latest correction in Big Tech names, the first since the fall, will likely remain just that - a correction. Not the start of a new bear market.\"In our view this is a correction and not the start of a sustained bear market,\" the Goldman team said in a report shared with MarketWatch.\"Most bear markets are triggered by expectations of falling profits driven by fears of recession. Our economists remain confident about world growth and remain above consensus on their forecasts for the US, putting the probability of recession in the next 12 months at 15%.\"ValuationsThe Goldman team acknowledged that U.S. stocks look particularly expensive right now. Both relative to history, and relative to their international peers.But these lofty valuations are justified by expectations for strong earnings growth in the U.S. Big Tech companies, most notably Nvidia Corp. $(NVDA)$, have seen their profits soar over the past couple of years.Now, other U.S. firms are expected to narrow that gap in 2025, as Goldman pointed out.While Big Tech stocks have helped skew valuations higher, most large-cap U.S. stocks look expensive relative to history.\"The dominance of [the] U.S. equity market, technology sector, and dominant companies, do not represent a bubble based on irrational exuberance but are rather a reflection of superior fundamentals,\" the Goldman team said.After sliding on Monday, Nvidia and the broader U.S. technology sector came roaring back on Tuesday. But shares of the AI darling were trading lower once again on Wednesday, weighing on the S&P 500 and Nasdaq Composite.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":30,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}