对于政府IT领域,高盛认为DOGE的影响复杂且难以预测。虽然联邦机构的运营和维护(O&M)支出可能存在效率低下的问题,可能会减少并流向公司收入,但减少联邦机构规模可能只有在获得这些公司通过技术提供的效率时才有可能。高盛推荐Booz Allen Hamilton(BAH),该公司拥有技术丰富的投资组合,以及Leidos(LDOS),尽管其增长和利润率强劲,但估值存在折扣。高盛对Science Applications International(SAIC)持“卖出”评级,因为其收入增长和利润率较同行弱。
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