Goldman Sachs: US Treasury yields at 5% are attractive, but going long on AI computing power is even more appealing

智通财经2026/09/22 00:16

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Golden Finance APP has learned that long-term US Treasury yields around 5% have made government bonds attractive again. However, according to a Goldman Sachs executive, AI infrastructure still offers better opportunities. “Personally, I think the asymmetric expression is to go long on computing power,” said Anshul Sehgal, Co-Head of Global Fixed Income, Currencies and Commodities at Goldman Sachs.

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Goldman Sachs: US Treasury yields at 5% are attractive, but going long on AI computing power is even more appealing

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