人工智能热潮不息高盛重申买入博通

智通财经12-23 14:51

智通财经APP获悉，受益于AI热潮，上周高盛重申买入博通(AVGO.US)，并上调12个月目标价至240美元。公司整体增长和实现下一代人工智能技术的战略地位支持了该股的买入评级。博通是一家以定制芯片产品和网络资产而闻名的科技公司，该公司受益于生成式人工智能的蓬勃发展并促使需求飙升，12月中旬，博通发布超预期财报，公司今年的人工智能收入增长了 220%，达到 122 亿美元。上周，高盛分析师...

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Hari重申了对博通的“买入”评级，目标价为240.00美元。“买入”评级凸显了博通前景光明的增长轨迹和强大的市场地位，该公司在AI半导体市场的机会也相应增加。此外，它还获得了新的定制计算客户端，巩固了其在人工智能以太网连接方面的领先地位。该公司还证明，它有效地管理了基础设施软件部门，从VMware的营业利润率就可以看出这一点。由于这些因素，Hari上调了该股12个月的目标价。半导体解决方案部门继续表现良好，特别是在网络收入方面，支撑了积极的前景。分析师在 12 月 15 日的一份报告中写道：“我们现在对该公司未来的收入和盈利增长前景更加有信心。”除高盛外，巴克莱也将该股目标价从 200 美元上调至 205 美元，而 Truist 将其目标价从 245 美元上调至 260 美元。人工智能达到人类智能水平的预测已经持续了50多年。无论如何，即使在今天，实现这一目标的追求仍在继续，几乎所有在人工智能领域工作的人都过于专注于实现这一目标。OpenAI首席执行官萨姆·奥特曼(Sam Altman)表示，实现AGI并不是一个我们可以用某个特定日期来定义的里程碑。“我认为我们就像在这个时期，它会在一段时间内感到非常模糊。人们会想知道这是不是AGI，或者这不是AGI，或者它只是一个平滑的指数。”在人工智能的最新创新中，新的研究揭示了即将到来的人工智能是如何能够欺骗人类的。人工智能公司Anthropic和非营利组织红木研究(Redwood Research)进行的联合实验揭示了Anthropic的模型Claude如何能够在培训过程中战略性地误导其创造者，以避免被修改。Anthropic的安全研究员埃文·哈宾格(Evan Hubinger)表示，这将使科学家更难将“人工智能系统”与人类价值观结合起来。“这意味着我们现有的训练过程并不能阻止模型假装与人类意图是一致的。”研究人员还发现，随着人工智能变得越来越强大，它们欺骗人类创造者的能力也在增强。因此，这意味着随着人工智能变得更加先进，科学家们对其对齐技术的有效性将不那么有信心。人工智能安全组织阿波罗研究公司(Apollo 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人工智能热潮不息 高盛重申买入博通

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人工智能热潮不息高盛重申买入博通