Analyst forecasts indicate that the potential scope of beneficiaries for AI-related profit growth may gradually expand. The information technology sector remains the strongest performer in terms of profit growth expectations, but the earnings per share (EPS) growth rate is projected to decline from approximately 42.5% in 2026-2027 to approximately 26.7% in 2027-2028. The corresponding figure for the healthcare sector is also expected to decrease from approximately 22.8% to 9.8%. In contrast, the industrial sector is projected to rise from approximately 15.8% to 16.8%, and the financial sector from approximately 8.5% to 10.8%. This divergence may reflect the transmission of benefits at different stages of the AI investment cycle: information technology and healthcare will benefit earlier, while profit growth expectations for sectors such as industrials and finance may gradually improve as AI applications expand and productivity increases.
