除大科技外，哪些票在AI热潮中受益匪浅？（附名单）

美股解毒师

在大盘屡创新高、科技股扶摇直上、 $英伟达(NVDA)$ 超过 $微软(MSFT)$ 和 $苹果(AAPL)$ 成为市值第一大的公司之时，投资者可能也在挖掘其他与AI相关、受益匪浅的公司。

$高盛(GS)$ 列了一份人工智能而获得增益的股票名单。

根据他们的说法，在人工智能采用交易的“启用收入阶段”，AI股票与 $标普500(.SPX)$ 的相对表现为+8%，也就是明显优于大盘。

同时，又将这份列表上的股票与龙头英伟达进行了比较，英伟达在人工智能采用的第一阶段的六个月回报率为146%，远期市盈率为31倍。

其中，与NVDA关系密切，敏感度超过4的个股有 $Meta Platforms(META)$ $MongoDB Inc.(MDB)$ $财捷(INTU)$ $Nutanix Inc.(NTNX)$ $ServiceNow(NOW)$ $ACV Auctions Inc.(ACVA)$

你认同高盛的列表么？

美光涨近4%！博通拆股前你会上车吗？

芯片股力撑标普再创新高，纳指惊险收涨、七日连创新高，美光科技涨3.8%，台积电涨1.38%，【你现在持仓有哪只芯片股？博通拆股前要不要上车？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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年年有于姨
06-19
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data-mention-name=\"Nutanix Inc.\" href=\"https://laohu8.com/S/NTNX\">$Nutanix Inc.(NTNX)$</a>  <a data-mention-id=\"NOW\" class=\"teditor-mention\" data-mention-name=\"ServiceNow\" href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$</a>  <a data-mention-id=\"ACVA\" class=\"teditor-mention\" data-mention-name=\"ACV Auctions Inc.\" href=\"https://laohu8.com/S/ACVA\">$ACV Auctions Inc.(ACVA)$</a> </p><p>你认同高盛的列表么？</p></body></html>","htmlText":"<html><head></head><body><p>在大盘屡创新高、科技股扶摇直上、 <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 超过 <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 和 <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"苹果\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 成为市值第一大的公司之时，投资者可能也在挖掘其他与AI相关、受益匪浅的公司。</p><p> <a data-mention-id=\"GS\" class=\"teditor-mention\" 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