高盛：英伟达只是开始，之后的AI投资还有三大阶段！

硬AI03-16

英伟达→基础设施→AI赋能收益→生产力提升在最新报告中，高盛股票策略师Ryan Hammond指出，英伟达之后，AI投资还有三大阶段值得关注。第二阶段是基础设施阶段，需要聚焦除英伟达之外的其他参与AI基础建设的公司，包括半导体企业、云服务提供商、数据中心REITs、硬件和设备公司、软件安全股以及公用事业公司。第二阶段的大多数公司估值都已有所提升，但盈利修正却大相径庭。值得关注的股票包括新思科技、...

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精彩评论

快乐的小五
03-18
快乐的小五
高盛反着买别墅靠大海
快乐的石头
03-18
快乐的石头
还有甲骨文$甲骨文(ORCL)$
快乐的小五
03-18
快乐的小五
高盛都这么说了，可以卖了，落袋为安

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Software等公司值得关注。此外，高盛表示，由于第二和第三阶段的公司是其他公司实现AI提高生产率的基础，投资者可能会更快交易这两个阶段的股票，而第四阶段股票则有较大的长期增长潜力。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":285624222970152,"gmtCreate":1710738184967,"gmtModify":1710738186585,"author":{"id":"3464240476932419","authorId":"3464240476932419","name":"快乐的小五","avatar":"https://static.tigerbbs.com/ebec98a83a1d65cb1b8bbadc9db6cfcd","vip":1,"hat":"https://static.tigerbbs.com/02aa29c2dc9ef542378534f87cda3558","crmLevel":1,"crmLevelSwitch":0,"idStr":"3464240476932419","authorIdStr":"3464240476932419"},"htmlText":"高盛反着买 别墅靠大海","listText":"高盛反着买 别墅靠大海","text":"高盛反着买 别墅靠大海","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285624222970152","repostId":1155470211,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":285624130015560,"gmtCreate":1710738166279,"gmtModify":1710738167449,"author":{"id":"3526853428439732","authorId":"3526853428439732","name":"快乐的石头","avatar":"https://static.tigerbbs.com/1f20cc8fc3232d1aec2f7f3c905ece75","vip":1,"hat":"https://static.tigerbbs.com/d54f48232ec41d764838ad8d7c381060","crmLevel":5,"crmLevelSwitch":1,"idStr":"3526853428439732","authorIdStr":"3526853428439732"},"htmlText":"还有甲骨文<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a>","listText":"还有甲骨文<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a>","text":"还有甲骨文$甲骨文(ORCL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285624130015560","repostId":1155470211,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":285623690113296,"gmtCreate":1710738053718,"gmtModify":1710738055546,"author":{"id":"3464240476932419","authorId":"3464240476932419","name":"快乐的小五","avatar":"https://static.tigerbbs.com/ebec98a83a1d65cb1b8bbadc9db6cfcd","vip":1,"hat":"https://static.tigerbbs.com/02aa29c2dc9ef542378534f87cda3558","crmLevel":1,"crmLevelSwitch":0,"idStr":"3464240476932419","authorIdStr":"3464240476932419"},"htmlText":"高盛都这么说了，可以卖了，落袋为安","listText":"高盛都这么说了，可以卖了，落袋为安","text":"高盛都这么说了，可以卖了，落袋为安","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285623690113296","repostId":1155470211,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":14,"commentSize":3,"repostSize":4,"favoriteSize":27,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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