更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 15 May 2024 | 6:51PM EDT S&P 500 Beige Book 3 themes from 1Q 2024 conference calls: AI, the consumer, and expense management Our quarterly S&P 500 Beige Book reviews conference call transcripts to gain a David J. Kostin +1(212)902-6781 | david.kostin@gs.com qualitative perspective on key issues facing company managements. This Goldman Sachs & Co. LLC quarter, we highlight three themes from 1Q earnings calls: (1) AI; (2) the consumer; Ben Snider +1(212)357-1744 | ben.snider@gs.co ...