As software stocks face headwinds, Goldman Sachs launches an "AI-Resistant" thematic stock basket

华尔街见闻2026/02/13 17:56

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The company has launched a software sector paired trading basket: going long on companies that are considered difficult to be replaced by artificial intelligence (either because their business requires physical execution, is protected by regulatory barriers, or involves aspects where humans must bear responsibility), while going short on companies whose workflows are increasingly likely to be automated by artificial intelligence or replicated internally. Expand

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Jensen Huang has recently made consecutive public statements claiming that AI development does not require new laws or regulations, characterizing the opposition between innovation and safety as a "false choice." He publicly appeared with Trump, forming a stark contrast to the stance of Dario Amodei, Sam Altman, and Elon Musk, who have called for coordinated efforts to slow down AI research. However, Nvidia’s business interests are closely tied to the pace of investment in AI infrastructure.

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