高盛集团首席执行官大卫·所罗门表示，一场技术超级周期将主导资本市场和融资活动，因为交易需求依然强劲。
Sachs Group Inc. Chief Executive Officer David Solomon said a technology supercycle will dominate capital markets and financing activity as deal demand remains robust.
尽管存在短期波动，资本市场依然活跃，投资者“仍然关注AI需求、算力需求的轨迹，资本市场敞开大门并正在接纳（业务）”，所罗门在香港金融管理局举办的环球金融领袖投资峰会上接受彭博电视采访时表示。
Capital markets remain active despite short-term volatility with investors “still focused on the trajectory of AI demand, compute demand and capital markets are open and receiving,” Solomon in an interview with Bloomberg Television at Hong Kong Monetary Authority’s Global Financial Leaders’ Investment Summit in Hong Kong.
这家华尔街巨头正乘着人工智能建设热潮的东风，为Meta Platforms公司和Anthropic PBC等公司安排交易和融资。
The Wall Street giant is riding on a boom of deals related to the artificial intelligence build-out, arranging transactions and financing for companies such as Meta Platforms Inc. and Anthropic PBC.
他表示，市场参与者不应指望增长会沿直线进行，并补充道：“如果你看看任何技术超级周期，它从来都不是恒定的。”“将会有强劲的融资来满足需求，”他说。关于交易规模是否有上限的问题，所罗门辩称，制约因素不是资本的可获得性，而是其成本。
He said that market participants should not expect growth to proceed in a straight line, adding that “if you look at any technology super cycle it is never constant.”“There will be robust financing to meet the demand,” he said. On the question of whether deal sizes have a ceiling, Solomon argued that the constraint isn’t the availability of capital but rather its cost.
在人工智能治理方面，所罗门表示，高盛已使用AI交易平台20年，并主张问责必须由人类承担。
On artificial intelligence governance, Solomon said Goldman has used AI trading platforms for 20 years and argued that accountability must remain with humans.
“制造技术的人需要为他们的所作所为负责，部署技术的人必须为其部署方式负责，”他说。
“The people that make the technology need to take responsibility for what they are doing, and the people that deploy it have to take responsibility for how it is deployed,” he said.
根据其10-Q文件，亚洲对该公司全球收入的贡献在2026年前九个月激增至19%，高于一年前的12%，并首次突破100亿美元大关。该地区的增长远超美洲以及欧洲、中东和非洲。
Asia’s contribution to the firm’s global revenue surged to 19% in the first nine months of 2026 from 12% a year earlier, as it crossed the $10 billion mark for the first time. The region’s growth has far outpaced the Americas and Europe, Middle East and Africa, according to its 10-Q filing.