<p>Goldman Sachs has recently launched a new portfolio called GSXUPROD, which includes several non-tech companies. The constituent stocks cover industries such as finance, retail, logistics, healthcare, and dining, and these companies have clearly integrated AI into their workflows to reduce costs and improve profit margins. Goldman Sachs believes that the GSXUPROD portfolio has the potential for changes in benchmark earnings per share driven by AI adoption and labor productivity improvements, surpassing the Russell 1000 Index and the S&P 500 Index</p>

- Goldman Sachs predicts that investing in AI productivity beneficiaries will be a key trading opportunity in 2026, as companies increasingly integrate AI into their workflows across various sectors.  
- The newly launched portfolio, GSXUPROD, includes firms from finance, retail, logistics, healthcare, and dining, all leveraging AI to enhance efficiency and profitability.  
- Despite underperforming the market this year, the portfolio shows potential for higher earnings per share growth compared to major indices due to AI adoption and productivity improvements.

Goldman Sachs launches "The Most Important Trade of 2026": AI Productivity Beneficiary Portfolio