妖股逆袭英伟达软件走到AI舞台的聚光灯下

东方财富网11-16 12:42

自2023年11月以来，以微软的365 Copilot产品和Adobe的Firefly产品为代表，多个AI应用正式开启收费，标志着AI应用进入商业化落地阶段。AI应用商业化进程启动一年后，越来越多的迹象表明，海外资金对AI的挖掘正从硬件切换到软件，垂类软件公司价值加速兑现，应用侧的未来更加清晰。　　最直观的表现是，今年以来，在美股市场上，多个软件公司“悄悄努力然后惊艳了所有人” ，颠覆了二级市场...

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Copilot产品和Adobe的Firefly产品为代表，多个AI应用正式开启收费，标志着AI应用进入商业化落地阶段。AI应用商业化进程启动一年后，越来越多的迹象表明，海外资金对AI的挖掘正从硬件切换到软件，垂类软件公司价值加速兑现，应用侧的未来更加清晰。　　最直观的表现是，今年以来，在美股市场上，多个软件公司“悄悄努力然后惊艳了所有人” ，颠覆了二级市场...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2024-11-16/doc-incwfyam9015828.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1935043023.USD","symbol_name":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","start_time":0,"source_url":"https://finance.sina.com.cn/roll/2024-11-16/doc-incwfyam9015828.shtml","article_id":"2483598120","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2024-11-16/doc-incwfyam9015828.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, 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，颠覆了二级市场只有AI算力等“铲子股”狂飙的印象。　　其中AppLovin的表现甚至超过了AI芯片龙头英伟达，该股年初至今的累计涨幅超六倍，远超英伟达同期不到两倍的涨幅。另有Palantir、泰尼特保健的股价成功翻倍。　　三季度以来，Tempus、Shopify、多邻国、Twilio等软件平台类公司继续追赶，涨幅均超30%。上述公司年初至今股价涨幅上述表现亮眼的软件公司都是产品AI化的急先锋，涉及营销、电商、医疗、通信等多个细分领域。站在当下，我们如何看待AI+垂类应用/工具类公司？AI应用用户侧持续活跃垂类软件商大秀盈利能力AI需求旺盛并非空谈。聚焦到产品端，多个AI应用的用户数据一直保持良好增长态势。据国金证券研报，从AI应用的日活跃度数据看，ChatGPT推出的Search功能助力其活跃度再创新高，周均环比增长11%，AI搜索新锐Perplexity的活跃度也在持续增长，说明AI搜索市场仍在快速发展期。图源：　　据AI产品网站榜，微软的Copilot今年10月的访问量环比大幅上涨，涨幅高达87%。国内AI应用中，豆包和kimi访问量稳定上涨，每个月环比20%左右增长；360 AI搜索持续半年保持增长，10月访问量达2.87亿。另外，凭借出海爆款“海螺”，MiniMax海外版应用的10月访问量较上月暴涨2773%；Pika的AI捏捏视频工具出圈，让Pika在10月的月访问量环比增长788%，增幅仅次于MiniMax。　　与此同时，多家垂类软件供应商在三季度进一步释放积极信号——印证应用侧同样大大受惠于AI，产品需求能够转化为实打实的业绩。AppLovin、Palantir等公司均将AI视作新的增长引擎。据《科创板日报》梳理，2024年三季度：　　AppLovin的收入为11.98亿美元，同比增长39%；净利润4.34亿美元，同比猛增300%。其软件平台收入同比大增66%，该软件平台的调整后利润率为78%。AppLovin将其成功归功于其在AppDiscovery平台上使用的AXON 2.0 AI驱动技术，该工具性能提高让广告商支出增加。　　Palantir的收入为7.26亿美元，超越彭博一致预期（7.04亿美元）；净利润为1.44亿美元，大幅超越彭博一致预期（1.05亿美元）。Palantir同时上调全年增长指引。该公司表示AI平台（AIP）显著推动了Palantir的业务增长，尤其是在美国商业市场。（小K注：AIP平台是Palantir将AI大模型与自身软件结合推出的数据分析工具）微软Q3 Azure云服务收入同比增长33%，超出预期。其中，AI为Azure的33%增速贡献了12个百分点，高于前一个季度的11个百分点。天风证券表示，以Palantir为代表的AI应用软件公司财报超预期，显示AI商业化正在逐步落地，AI相关需求依然强劲。　　德邦证券最新研报表示，国内AI应用2024Q3业绩迎来拐点，AI新品频出有望提高业绩贡献度。选取金山办公、科大讯飞、同花顺等9家A股AI应用标的，从2024Q3最新季报来看，合计实现营收89.54亿元，同比增长11%，增速环比提升3.16pct；合计实现归母净利润6.93亿元，同比下降3.32%，而2024Q2同比增速下滑36.32%，Q3增速环比大幅提升33.01pct。AI下一个关注点：平台类公司？　　海外AI应用公司业绩大爆发进一步验证了产品商业化的可行性。高盛提示，未来需关注试图通过AI技术产生新增收入的公司，主要是软件和IT服务企业。该机构日前发布报告表示，在下一轮人工智能投资中，投资者不要仅着眼于英伟达和其他AI基础设施公司这种显而易见的选择，也应该选择一系列旨在构建AI应用的平台。微软、DataDog、资料库管理系统MongoDB、软件公司Elastic和Snowflake推出AI能集成应用程序，是定位最佳的“平台股”。　　不过，高盛同时指出，目前AI应用的商业化进展并不如预期理想。高盛通过IT支出调查发现，尽管2024年企业在AI技术上的投入有所上升，但预计明年仅有3%的IT预算会用于生成式AI技术的开发与应用。这意味着，AI驱动的收入增长在短期内难以实现，投资者仍需耐心等待AI技术的进一步发展。（文章来源：财联社）\n\n\n海量资讯、精准解读，尽在新浪财经APP","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 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妖股逆袭英伟达 软件走到AI舞台的聚光灯下

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妖股逆袭英伟达软件走到AI舞台的聚光灯下