**[Goldman Sachs Launches "Anti-AI Impact" Thematic Investment Portfolio, Favoring Oracle and Microsoft]** According to a report by Jinse Finance, Goldman Sachs has recently introduced a new "Anti-AI Impact" thematic investment portfolio, betting on companies that are less likely to be disrupted by AI. Goldman Sachs has designed a long-short paired trading strategy targeting the U.S. software sector: going long on companies whose operations require physical execution, are heavily regulated, or must rely on human accountability—making them harder to replace by AI; while shorting companies whose workflows are likely to be gradually automated by AI. In the long term, Goldman Sachs is optimistic about companies related to AI infrastructure, including areas such as computing power, cloud services, data facilities, development tools, and cybersecurity. Representative companies include Oracle and Microsoft. On the short side, traders are targeting companies with software-driven operations, workflows prone to AI automation, or those undergoing internal restructuring, such as Duolingo and Salesforce. (Dongxin News Agency)