英伟达和高盛的共识：AI交易的下一个焦点是PC大升级！_老虎社区_美港股上老虎

英伟达和高盛的共识：AI交易的下一个焦点是PC大升级！

华尔街见闻2024-06-04

高盛在研报中表示，科技硬件行业在疫情升级周期已经完全结束，随着AI大潮来临，即将推出的PC和移动设备型号中将具有明显的新功能，如AI增强、安全性提升和更强的计算能力，新一波升级换代潮即将来临。而英伟达CEO黄仁勋也表示，已经与两家PC制造商达成协议，未来新产品中将配置集成AI芯片。近期个人电脑销售额持续走低，但分析认为，这一颓势预计将于明年结束，因为随着AI芯片开始配置在新的个人电脑和笔记本电脑中...

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PC升级浪潮，从而推动科技硬件股的销售。黄仁勋还表示，英伟达计划每年升级其AI加速器，并宣布将于2025年推出Blackwell Ultra芯片，以及计划在2026年推出一个名为Rubin的下一代平台。英伟达还推出了新的工具和软件模型。他说，英伟达将生成式人工智能AI的兴起视为一场新的工业革命。而高盛也在题为“下一个AI交易：PC AI升级”（The Next AI Trade: PC AI Upgrades）的研报中预测了这一点。高盛分析师Faris Mourad表示，科技硬件行业在疫情升级周期中达到顶峰后，正准备迎来新的腾飞。“在疫情期间，大多数在家办公的员工购买了设备，使得科技硬件升级行业达到了顶峰。目前，这一周期已经完全结束，我们注意到像HPQ的股价已经达到2025年预期收益的9倍。他预计，疫情期间购买的大多数PC将很快被替换，即将推出的PC和移动设备型号中将具有明显的新功能，如AI增强、安全性提升和更强的计算能力，“这将激励美国消费者比以往更多地花费在新设备上，创造出一个异常强劲的周期。”Mourad透露，高盛已经制作了“新设备AI升级指数”GSXUPCAI，帮助客户来抓住AI PC升级周期的机会。分析师表示，该指数由可能受益于PC和移动设备升级并可能包括AI功能的科技硬件股组成。该指数一天内交易额可以高达2.5亿美元，没有任何个股超过日均成交量的10%。数据显示，GSXUPCAI正在赶上高盛的AI软件和硬件指数（GSTMTAIP）。相比于纳指和AI软件和硬件指数GSTMTAIP，新设备AI升级指数GSXUPCAI的估值仍是最低的，但差距正在缩小。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}