Goldman Sachs: Heavy asset stocks are expected to lead the rally as capital rotation enters a “protracted battle”

```htmlJinse Finance reported that on July 7, Goldman Sachs strategists believe that capital-intensive companies are expected to deliver solid earnings this financial reporting season, further outperforming their asset-light peers who rely more on human resources or digital assets. The Goldman Sachs strategist team led by Guillaume Jaisson pointed out: "Investors remain underallocated in a world where tangible assets, infrastructure, and industrial capacity are regaining strategic importance."```