人工智能股热度消退后多头看到了一些机会

新浪财经08-14

怀疑论者长期警告人工智能相关股票存在泡沫，现在一些泡沫已经消失，多头看到了机会。人工智能硬件和基础设施生产商股票，包括戴尔科技、Super Micro Computer Inc．、ARM Holdings Plc．和英伟达，最近几个月面临巨大的抛售压力，使估值回到了合理水平。而且，他们的大多数大客户都计划在AI方面继续支出数十亿美元，有人说是时候有选择地重返人工智能领域了。“人工智能股的波动肯定是...

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Services联席首席投资官Keith Lerner表示。他最近上调了科技股评级，写道”在经济降温的环境下，我们预计投资者会重新回到科技股，因为人工智能及其增长前景带来了一些长期的有利因素。戴尔和英伟达即将发布的业绩将是判断抛售是否真正结束的一道关键考验。戴尔因其可以运行人工智能工作负载的高性能服务器而一度成为市场宠儿，该公司股价从5月份高点至上周低点下跌逾50%，其预期市盈率低于标普500指数。责任编辑：刘明亮","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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人工智能股热度消退后 多头看到了一些机会

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人工智能股热度消退后多头看到了一些机会