Goldman Sachs: The stock market will continue to rise in the second half of the year, with technology company earnings being the key driving force

By: rootdata|2026/07/01 10:42:08

According to Jinshi reports, Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs, stated that global stock markets are expected to continue the strong upward trend of the second quarter, with the earnings growth of technology companies being a key driving force. He pointed out that as long as earnings performance remains strong and the range of growth expands, the stock market will continue to rise in the second half of the year, although the increase may not be as significant as in the first half. Oppenheimer also mentioned that investors' focus is shifting from data center and cloud computing platform operators to semiconductor and equipment manufacturers that support the artificial intelligence boom.

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