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Lynn_7000

Lynn_7000

Love and peace 🌱定一个50K u 的小目标

IP属地：浙江

57关注

2粉丝

9主题

0勋章

12-18 05:16

$Rigetti Computing(RGTI)$ 加了

12-06

$英伟达(NVDA)$ 请问我要下车吗[鼓掌]

12-17 02:21

$特斯拉(TSLA)$ 捏住了🤏

12-05

$MicroStrategy(MSTR)$

12-16 22:53

PLTR 买MSTR 不如买b[微笑]

12-17 10:37

$特斯拉(TSLA)$ 可以的

12-07

$特斯拉(TSLA)$ 嘿嘿嘿

04:50

$Rocket Lab USA, Inc.(RKLB)$ 惨不忍睹，唉

12-17 02:24

$Rigetti Computing(RGTI)$ 人都精神了

12-09

这篇文章不错，转发给大家看看

英伟达涉嫌违反反垄断法，市场监管总局依法决定立案调查

12-09

$毛戈平(01318)$

12-09

这篇文章不错，转发给大家看看

夜盘异动 | AI概念走强，BigBear.ai Holdings涨近14%，C3.ai涨超7%

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捏住了🤏","images":[{"img":"https://static.tigerbbs.com/77fd4ee8022857a39500644a6e9b662c","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382276481270128","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":382279235858600,"gmtCreate":1734360838723,"gmtModify":1734360840922,"author":{"id":"3548822598295961","authorId":"3548822598295961","name":"Lynn_7000","avatar":"https://static.tigerbbs.com/eba6d0cdd7f4c9e341eae7589f37f3bd","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548822598295961","authorIdStr":"3548822598295961"},"themes":[],"htmlText":"PLTR 买MSTR 不如买b[微笑]&nbsp;&nbsp;","listText":"PLTR 买MSTR 不如买b[微笑]&nbsp;&nbsp;","text":"PLTR 买MSTR 不如买b[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/382279235858600","isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4197420556447342","authorId":"4197420556447342","name":"正义联盟S","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4197420556447342","authorIdStr":"4197420556447342"},"content":"这个软件怎么私信啊[微笑]","text":"这个软件怎么私信啊[微笑]","html":"这个软件怎么私信啊[微笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379740188324256,"gmtCreate":1733744158122,"gmtModify":1733744159629,"author":{"id":"3548822598295961","authorId":"3548822598295961","name":"Lynn_7000","avatar":"https://static.tigerbbs.com/eba6d0cdd7f4c9e341eae7589f37f3bd","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548822598295961","authorIdStr":"3548822598295961"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379740188324256","repostId":"1152328464","repostType":2,"repost":{"id":"1152328464","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1733744078,"share":"https://www.laohu8.com/m/news/1152328464?lang=&edition=full","pubTime":"2024-12-09 19:34","market":"us","language":"zh","title":"英伟达涉嫌违反反垄断法，市场监管总局依法决定立案调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1152328464","media":"老虎资讯综合","summary":"依法对英伟达公司开展立案调查。","content":"<html><head></head><body><p>12月9日，国家市场监督管理总局官方账号“市说新语”发布通告：</p><p>近日，因英伟达公司涉嫌违反《中华人民共和国反垄断法》及《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》（市场监管总局公告〔2020〕第16号），市场监管总局依法对英伟达公司开展立案调查。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4be556e48e05e679e77021d565d4764e\" title=\"\" tg-width=\"895\" tg-height=\"721\"/></p><p>截至发稿，英伟达盘前跌超2%。同时，AMD盘前跌超2%，ARM、高通、台积电、美光科技跌超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18609469037ece5b5fca277bea2eb020\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p><p><strong>事件背景</strong></p><p>英伟达公司收购迈络思科技有限公司（以下简称迈络思）股权案，成为国家市场监督管理总局发布的2020年反垄断执法十大典型案例之一。   </p><p style=\"text-align: start;\">2019年3月10日，交易各方签署协议，英伟达拟收购迈络思全部股份。集中完成后，迈络思成为英伟达的全资子公司。</p><p style=\"text-align: start;\">英伟达收购迈络思股权案，具体包括图形处理器加速器、专用网络互联设备等5个相关商品市场。</p><p style=\"text-align: start;\">2019年4月24日，国家市场监督管理总局收到上述收购的经营者集中反垄断申报。</p><p style=\"text-align: start;\">2020年4月16日，国家市场监督管理总局官网发文称，经审查，国家市场监督管理总局决定附加限制性条件批准此项经营者集中。</p><p style=\"text-align: start;\">国家市场监督管理总局认为，上述事项集中对全球和中国GPU加速器、专用网络互联设备、高速以太网适配器市场，可能具有排除、限制竞争效果。2020年4月，国家市场监督管理总局依法附加限制性条件批准上述事项。</p><p style=\"text-align: start;\">迈络思于1999年在以色列设立，在美国纳斯达克证券交易所上市，主要从事网络互联产品的研发、生产和销售。</p><p style=\"text-align: start;\">英伟达于1998年在美国设立，在美国纳斯达克证券交易所上市，主要从事图形处理器的研发、生产和销售。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达涉嫌违反反垄断法，市场监管总局依法决定立案调查</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达涉嫌违反反垄断法，市场监管总局依法决定立案调查\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-12-09 19:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月9日，国家市场监督管理总局官方账号“市说新语”发布通告：</p><p>近日，因英伟达公司涉嫌违反《中华人民共和国反垄断法》及《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》（市场监管总局公告〔2020〕第16号），市场监管总局依法对英伟达公司开展立案调查。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4be556e48e05e679e77021d565d4764e\" title=\"\" tg-width=\"895\" tg-height=\"721\"/></p><p>截至发稿，英伟达盘前跌超2%。同时，AMD盘前跌超2%，ARM、高通、台积电、美光科技跌超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18609469037ece5b5fca277bea2eb020\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p><p><strong>事件背景</strong></p><p>英伟达公司收购迈络思科技有限公司（以下简称迈络思）股权案，成为国家市场监督管理总局发布的2020年反垄断执法十大典型案例之一。   </p><p style=\"text-align: start;\">2019年3月10日，交易各方签署协议，英伟达拟收购迈络思全部股份。集中完成后，迈络思成为英伟达的全资子公司。</p><p style=\"text-align: start;\">英伟达收购迈络思股权案，具体包括图形处理器加速器、专用网络互联设备等5个相关商品市场。</p><p style=\"text-align: start;\">2019年4月24日，国家市场监督管理总局收到上述收购的经营者集中反垄断申报。</p><p style=\"text-align: start;\">2020年4月16日，国家市场监督管理总局官网发文称，经审查，国家市场监督管理总局决定附加限制性条件批准此项经营者集中。</p><p style=\"text-align: start;\">国家市场监督管理总局认为，上述事项集中对全球和中国GPU加速器、专用网络互联设备、高速以太网适配器市场，可能具有排除、限制竞争效果。2020年4月，国家市场监督管理总局依法附加限制性条件批准上述事项。</p><p style=\"text-align: start;\">迈络思于1999年在以色列设立，在美国纳斯达克证券交易所上市，主要从事网络互联产品的研发、生产和销售。</p><p style=\"text-align: start;\">英伟达于1998年在美国设立，在美国纳斯达克证券交易所上市，主要从事图形处理器的研发、生产和销售。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d58cf5eb43ea2948bab6fc3457ed4b1f","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152328464","content_text":"12月9日，国家市场监督管理总局官方账号“市说新语”发布通告：近日，因英伟达公司涉嫌违反《中华人民共和国反垄断法》及《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》（市场监管总局公告〔2020〕第16号），市场监管总局依法对英伟达公司开展立案调查。截至发稿，英伟达盘前跌超2%。同时，AMD盘前跌超2%，ARM、高通、台积电、美光科技跌超1%。事件背景英伟达公司收购迈络思科技有限公司（以下简称迈络思）股权案，成为国家市场监督管理总局发布的2020年反垄断执法十大典型案例之一。   2019年3月10日，交易各方签署协议，英伟达拟收购迈络思全部股份。集中完成后，迈络思成为英伟达的全资子公司。英伟达收购迈络思股权案，具体包括图形处理器加速器、专用网络互联设备等5个相关商品市场。2019年4月24日，国家市场监督管理总局收到上述收购的经营者集中反垄断申报。2020年4月16日，国家市场监督管理总局官网发文称，经审查，国家市场监督管理总局决定附加限制性条件批准此项经营者集中。国家市场监督管理总局认为，上述事项集中对全球和中国GPU加速器、专用网络互联设备、高速以太网适配器市场，可能具有排除、限制竞争效果。2020年4月，国家市场监督管理总局依法附加限制性条件批准上述事项。迈络思于1999年在以色列设立，在美国纳斯达克证券交易所上市，主要从事网络互联产品的研发、生产和销售。英伟达于1998年在美国设立，在美国纳斯达克证券交易所上市，主要从事图形处理器的研发、生产和销售。","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379727193972888,"gmtCreate":1733732267107,"gmtModify":1733733158230,"author":{"id":"3548822598295961","authorId":"3548822598295961","name":"Lynn_7000","avatar":"https://static.tigerbbs.com/eba6d0cdd7f4c9e341eae7589f37f3bd","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548822598295961","authorIdStr":"3548822598295961"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01318\">$毛戈平(01318)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/01318\">$毛戈平(01318)$</a>&nbsp;","text":"$毛戈平(01318)$","images":[{"img":"https://static.tigerbbs.com/299b1cb6d309816663d6a7bb203ef3ce","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379727193972888","isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":379631087779944,"gmtCreate":1733708796031,"gmtModify":1733708893590,"author":{"id":"3548822598295961","authorId":"3548822598295961","name":"Lynn_7000","avatar":"https://static.tigerbbs.com/eba6d0cdd7f4c9e341eae7589f37f3bd","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548822598295961","authorIdStr":"3548822598295961"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379631087779944","repostId":"1178095537","repostType":2,"repost":{"id":"1178095537","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1733708580,"share":"https://www.laohu8.com/m/news/1178095537?lang=&edition=full","pubTime":"2024-12-09 09:43","market":"us","language":"zh","title":"夜盘异动 | AI概念走强，BigBear.ai Holdings涨近14%，C3.ai涨超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1178095537","media":"老虎资讯综合","summary":"12月9日，AI概念夜盘走强，$BigBear.ai Holdings$涨近14%，$Destiny Tech100$涨超12%，$C3.ai$涨超7%，$Palantir$涨近4%，$Tempus AI$涨近2%。两年后的今天，AIGC已迅速渗透到各个领域，从数字广告、在线搜索，到提高翻译效率、自动化繁琐流程，这场AI革命正在加速蔓延。如今整个软件行业正全面拥抱AI浪潮。随着使用场景迅速增加，预计企业将在2025年开始进入大规模AI应用阶段。大模型的广泛部署与AIGC的普及，都将成为软件行业发展的重要催化剂。","content":"<html><head></head><body><p>12月9日，AI概念夜盘走强，<a href=\"https://laohu8.com/S/BBAI\">BigBear.ai Holdings</a>涨近14%，<a href=\"https://laohu8.com/S/AI\">C3.ai</a>涨超7%，<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>涨近4%，<a href=\"https://laohu8.com/S/TEM\">Tempus AI</a>涨近2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c58bed44c86b31614db928f94ede1d42\" title=\"\" tg-width=\"437\" tg-height=\"280\"/></p><p>两年前，OpenAI一款ChatGPT，向世界展现了AIGC的巨大潜力。两年后的今天，AIGC已迅速渗透到各个领域，从数字广告、在线搜索，到提高翻译效率、自动化繁琐流程，这场AI革命正在加速蔓延。</p><p>二级市场上，芯片不再是最受AI投资青睐的方向，取而代之的是AI应用软件股。</p><p>对冲基金ARK Invest首席执行官Cathie Wood曾表示，软件股将是AI的下一个重大机遇，<strong>这些公司每在<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等供应商那里花费1美元买芯片，就能产生8美元的回报</strong>。</p><p>不久前Wedbush知名分析师Daniel Ives表示，AI正成为软件领域的关键驱动力。如今整个软件行业正全面拥抱AI浪潮。<strong>随着使用场景迅速增加，预计企业将在2025年开始进入大规模AI应用阶段</strong>。大模型的广泛部署与AIGC的普及，都将成为软件行业发展的重要催化剂。</p><p style=\"text-align: justify;\">美银在11月21日的一份报告中，列出了AI受益的三大发展阶段：</p><blockquote><p><strong>第一阶段：</strong>AI受益者将从英伟达扩展到更广泛的半导体行业和云服务相关公司，其中包括大型云服务提供商以及通信行业的数据中心房地产投资信托公司。</p></blockquote><blockquote><p><strong>第二阶段：</strong>AI受益者可能扩大到生产AI应用的软件公司，以及生产服务器、网络设备、电气和空调设备等数据中心基础设施的技术硬件和资本货物公司。</p></blockquote><blockquote><p><strong>第三阶段：</strong>AI受益者可能扩大到整合AI产品和服务的公司，如餐饮和其他消费服务公司、零售商、银行和金融服务公司、媒体和娱乐公司，以及生物制药和医疗设备公司。</p></blockquote><p style=\"text-align: justify;\">随着AI的应用范围日趋广泛，美银认为，<strong>市场焦点已转向第二阶段——软件股和Agentic AI（助理化AI或AI助理）。</strong></p><p style=\"text-align: justify;\">值得一提的是，<strong>在三季度财报电话会上，的确已有多家美股软件公司透露Agentic AI进展：<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>预计Agentic AI产品2025年第一季度普遍可用；Hubspot正在测试其4个Agent，Atlassian也开始推出其Agent产品Rovo AI……</strong></p><p style=\"text-align: justify;\">“不要低估现阶段AI的短期颠覆性潜力；整个AI投资领域，尤其是软件股，还不太可能被市场完全定价。预计AI的货币化将从2025年开始，并在2026年随着企业应用的加速而变得重要。”美银表示。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>夜盘异动 | AI概念走强，BigBear.ai Holdings涨近14%，C3.ai涨超7%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n夜盘异动 | AI概念走强，BigBear.ai Holdings涨近14%，C3.ai涨超7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-12-09 09:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月9日，AI概念夜盘走强，<a href=\"https://laohu8.com/S/BBAI\">BigBear.ai Holdings</a>涨近14%，<a href=\"https://laohu8.com/S/AI\">C3.ai</a>涨超7%，<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>涨近4%，<a href=\"https://laohu8.com/S/TEM\">Tempus AI</a>涨近2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c58bed44c86b31614db928f94ede1d42\" title=\"\" tg-width=\"437\" tg-height=\"280\"/></p><p>两年前，OpenAI一款ChatGPT，向世界展现了AIGC的巨大潜力。两年后的今天，AIGC已迅速渗透到各个领域，从数字广告、在线搜索，到提高翻译效率、自动化繁琐流程，这场AI革命正在加速蔓延。</p><p>二级市场上，芯片不再是最受AI投资青睐的方向，取而代之的是AI应用软件股。</p><p>对冲基金ARK Invest首席执行官Cathie Wood曾表示，软件股将是AI的下一个重大机遇，<strong>这些公司每在<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等供应商那里花费1美元买芯片，就能产生8美元的回报</strong>。</p><p>不久前Wedbush知名分析师Daniel Ives表示，AI正成为软件领域的关键驱动力。如今整个软件行业正全面拥抱AI浪潮。<strong>随着使用场景迅速增加，预计企业将在2025年开始进入大规模AI应用阶段</strong>。大模型的广泛部署与AIGC的普及，都将成为软件行业发展的重要催化剂。</p><p style=\"text-align: justify;\">美银在11月21日的一份报告中，列出了AI受益的三大发展阶段：</p><blockquote><p><strong>第一阶段：</strong>AI受益者将从英伟达扩展到更广泛的半导体行业和云服务相关公司，其中包括大型云服务提供商以及通信行业的数据中心房地产投资信托公司。</p></blockquote><blockquote><p><strong>第二阶段：</strong>AI受益者可能扩大到生产AI应用的软件公司，以及生产服务器、网络设备、电气和空调设备等数据中心基础设施的技术硬件和资本货物公司。</p></blockquote><blockquote><p><strong>第三阶段：</strong>AI受益者可能扩大到整合AI产品和服务的公司，如餐饮和其他消费服务公司、零售商、银行和金融服务公司、媒体和娱乐公司，以及生物制药和医疗设备公司。</p></blockquote><p style=\"text-align: justify;\">随着AI的应用范围日趋广泛，美银认为，<strong>市场焦点已转向第二阶段——软件股和Agentic AI（助理化AI或AI助理）。</strong></p><p style=\"text-align: justify;\">值得一提的是，<strong>在三季度财报电话会上，的确已有多家美股软件公司透露Agentic AI进展：<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>预计Agentic AI产品2025年第一季度普遍可用；Hubspot正在测试其4个Agent，Atlassian也开始推出其Agent产品Rovo AI……</strong></p><p style=\"text-align: justify;\">“不要低估现阶段AI的短期颠覆性潜力；整个AI投资领域，尤其是软件股，还不太可能被市场完全定价。预计AI的货币化将从2025年开始，并在2026年随着企业应用的加速而变得重要。”美银表示。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fab3e6da33eab070d39ea5ddbb760010","relate_stocks":{"BK4023":"应用软件","BBAI":"BigBear.ai Holdings","BK4587":"ChatGPT概念","BK4134":"信息科技咨询与其它服务","BK4528":"SaaS概念","BK4551":"寇图资本持仓","BK4543":"AI","AI":"C3.ai, Inc.","BK4585":"ETF&股票定投概念","BK4588":"碎股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178095537","content_text":"12月9日，AI概念夜盘走强，BigBear.ai Holdings涨近14%，C3.ai涨超7%，Palantir涨近4%，Tempus AI涨近2%。两年前，OpenAI一款ChatGPT，向世界展现了AIGC的巨大潜力。两年后的今天，AIGC已迅速渗透到各个领域，从数字广告、在线搜索，到提高翻译效率、自动化繁琐流程，这场AI革命正在加速蔓延。二级市场上，芯片不再是最受AI投资青睐的方向，取而代之的是AI应用软件股。对冲基金ARK Invest首席执行官Cathie Wood曾表示，软件股将是AI的下一个重大机遇，这些公司每在英伟达等供应商那里花费1美元买芯片，就能产生8美元的回报。不久前Wedbush知名分析师Daniel Ives表示，AI正成为软件领域的关键驱动力。如今整个软件行业正全面拥抱AI浪潮。随着使用场景迅速增加，预计企业将在2025年开始进入大规模AI应用阶段。大模型的广泛部署与AIGC的普及，都将成为软件行业发展的重要催化剂。美银在11月21日的一份报告中，列出了AI受益的三大发展阶段：第一阶段：AI受益者将从英伟达扩展到更广泛的半导体行业和云服务相关公司，其中包括大型云服务提供商以及通信行业的数据中心房地产投资信托公司。第二阶段：AI受益者可能扩大到生产AI应用的软件公司，以及生产服务器、网络设备、电气和空调设备等数据中心基础设施的技术硬件和资本货物公司。第三阶段：AI受益者可能扩大到整合AI产品和服务的公司，如餐饮和其他消费服务公司、零售商、银行和金融服务公司、媒体和娱乐公司，以及生物制药和医疗设备公司。随着AI的应用范围日趋广泛，美银认为，市场焦点已转向第二阶段——软件股和Agentic AI（助理化AI或AI助理）。值得一提的是，在三季度财报电话会上，的确已有多家美股软件公司透露Agentic AI进展：ServiceNow预计Agentic AI产品2025年第一季度普遍可用；Hubspot正在测试其4个Agent，Atlassian也开始推出其Agent产品Rovo 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人都精神了","images":[{"img":"https://static.tigerbbs.com/4c7d5210572b0d6cb0b3bff096350a22","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382277144387800","isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":379740188324256,"gmtCreate":1733744158122,"gmtModify":1733744159629,"author":{"id":"3548822598295961","authorId":"3548822598295961","name":"Lynn_7000","avatar":"https://static.tigerbbs.com/eba6d0cdd7f4c9e341eae7589f37f3bd","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548822598295961","authorIdStr":"3548822598295961"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379740188324256","repostId":"1152328464","repostType":2,"repost":{"id":"1152328464","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1733744078,"share":"https://www.laohu8.com/m/news/1152328464?lang=&edition=full","pubTime":"2024-12-09 19:34","market":"us","language":"zh","title":"英伟达涉嫌违反反垄断法，市场监管总局依法决定立案调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1152328464","media":"老虎资讯综合","summary":"依法对英伟达公司开展立案调查。","content":"<html><head></head><body><p>12月9日，国家市场监督管理总局官方账号“市说新语”发布通告：</p><p>近日，因英伟达公司涉嫌违反《中华人民共和国反垄断法》及《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》（市场监管总局公告〔2020〕第16号），市场监管总局依法对英伟达公司开展立案调查。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4be556e48e05e679e77021d565d4764e\" title=\"\" tg-width=\"895\" tg-height=\"721\"/></p><p>截至发稿，英伟达盘前跌超2%。同时，AMD盘前跌超2%，ARM、高通、台积电、美光科技跌超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18609469037ece5b5fca277bea2eb020\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p><p><strong>事件背景</strong></p><p>英伟达公司收购迈络思科技有限公司（以下简称迈络思）股权案，成为国家市场监督管理总局发布的2020年反垄断执法十大典型案例之一。   </p><p style=\"text-align: start;\">2019年3月10日，交易各方签署协议，英伟达拟收购迈络思全部股份。集中完成后，迈络思成为英伟达的全资子公司。</p><p style=\"text-align: start;\">英伟达收购迈络思股权案，具体包括图形处理器加速器、专用网络互联设备等5个相关商品市场。</p><p style=\"text-align: start;\">2019年4月24日，国家市场监督管理总局收到上述收购的经营者集中反垄断申报。</p><p style=\"text-align: start;\">2020年4月16日，国家市场监督管理总局官网发文称，经审查，国家市场监督管理总局决定附加限制性条件批准此项经营者集中。</p><p style=\"text-align: start;\">国家市场监督管理总局认为，上述事项集中对全球和中国GPU加速器、专用网络互联设备、高速以太网适配器市场，可能具有排除、限制竞争效果。2020年4月，国家市场监督管理总局依法附加限制性条件批准上述事项。</p><p style=\"text-align: start;\">迈络思于1999年在以色列设立，在美国纳斯达克证券交易所上市，主要从事网络互联产品的研发、生产和销售。</p><p style=\"text-align: start;\">英伟达于1998年在美国设立，在美国纳斯达克证券交易所上市，主要从事图形处理器的研发、生产和销售。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达涉嫌违反反垄断法，市场监管总局依法决定立案调查</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达涉嫌违反反垄断法，市场监管总局依法决定立案调查\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-12-09 19:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月9日，国家市场监督管理总局官方账号“市说新语”发布通告：</p><p>近日，因英伟达公司涉嫌违反《中华人民共和国反垄断法》及《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》（市场监管总局公告〔2020〕第16号），市场监管总局依法对英伟达公司开展立案调查。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4be556e48e05e679e77021d565d4764e\" title=\"\" tg-width=\"895\" tg-height=\"721\"/></p><p>截至发稿，英伟达盘前跌超2%。同时，AMD盘前跌超2%，ARM、高通、台积电、美光科技跌超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18609469037ece5b5fca277bea2eb020\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p><p><strong>事件背景</strong></p><p>英伟达公司收购迈络思科技有限公司（以下简称迈络思）股权案，成为国家市场监督管理总局发布的2020年反垄断执法十大典型案例之一。   </p><p style=\"text-align: start;\">2019年3月10日，交易各方签署协议，英伟达拟收购迈络思全部股份。集中完成后，迈络思成为英伟达的全资子公司。</p><p style=\"text-align: start;\">英伟达收购迈络思股权案，具体包括图形处理器加速器、专用网络互联设备等5个相关商品市场。</p><p style=\"text-align: start;\">2019年4月24日，国家市场监督管理总局收到上述收购的经营者集中反垄断申报。</p><p style=\"text-align: start;\">2020年4月16日，国家市场监督管理总局官网发文称，经审查，国家市场监督管理总局决定附加限制性条件批准此项经营者集中。</p><p style=\"text-align: start;\">国家市场监督管理总局认为，上述事项集中对全球和中国GPU加速器、专用网络互联设备、高速以太网适配器市场，可能具有排除、限制竞争效果。2020年4月，国家市场监督管理总局依法附加限制性条件批准上述事项。</p><p style=\"text-align: start;\">迈络思于1999年在以色列设立，在美国纳斯达克证券交易所上市，主要从事网络互联产品的研发、生产和销售。</p><p style=\"text-align: start;\">英伟达于1998年在美国设立，在美国纳斯达克证券交易所上市，主要从事图形处理器的研发、生产和销售。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d58cf5eb43ea2948bab6fc3457ed4b1f","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152328464","content_text":"12月9日，国家市场监督管理总局官方账号“市说新语”发布通告：近日，因英伟达公司涉嫌违反《中华人民共和国反垄断法》及《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》（市场监管总局公告〔2020〕第16号），市场监管总局依法对英伟达公司开展立案调查。截至发稿，英伟达盘前跌超2%。同时，AMD盘前跌超2%，ARM、高通、台积电、美光科技跌超1%。事件背景英伟达公司收购迈络思科技有限公司（以下简称迈络思）股权案，成为国家市场监督管理总局发布的2020年反垄断执法十大典型案例之一。   2019年3月10日，交易各方签署协议，英伟达拟收购迈络思全部股份。集中完成后，迈络思成为英伟达的全资子公司。英伟达收购迈络思股权案，具体包括图形处理器加速器、专用网络互联设备等5个相关商品市场。2019年4月24日，国家市场监督管理总局收到上述收购的经营者集中反垄断申报。2020年4月16日，国家市场监督管理总局官网发文称，经审查，国家市场监督管理总局决定附加限制性条件批准此项经营者集中。国家市场监督管理总局认为，上述事项集中对全球和中国GPU加速器、专用网络互联设备、高速以太网适配器市场，可能具有排除、限制竞争效果。2020年4月，国家市场监督管理总局依法附加限制性条件批准上述事项。迈络思于1999年在以色列设立，在美国纳斯达克证券交易所上市，主要从事网络互联产品的研发、生产和销售。英伟达于1998年在美国设立，在美国纳斯达克证券交易所上市，主要从事图形处理器的研发、生产和销售。","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379727193972888,"gmtCreate":1733732267107,"gmtModify":1733733158230,"author":{"id":"3548822598295961","authorId":"3548822598295961","name":"Lynn_7000","avatar":"https://static.tigerbbs.com/eba6d0cdd7f4c9e341eae7589f37f3bd","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548822598295961","authorIdStr":"3548822598295961"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01318\">$毛戈平(01318)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/01318\">$毛戈平(01318)$</a>&nbsp;","text":"$毛戈平(01318)$","images":[{"img":"https://static.tigerbbs.com/299b1cb6d309816663d6a7bb203ef3ce","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379727193972888","isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":379631087779944,"gmtCreate":1733708796031,"gmtModify":1733708893590,"author":{"id":"3548822598295961","authorId":"3548822598295961","name":"Lynn_7000","avatar":"https://static.tigerbbs.com/eba6d0cdd7f4c9e341eae7589f37f3bd","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548822598295961","authorIdStr":"3548822598295961"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379631087779944","repostId":"1178095537","repostType":2,"repost":{"id":"1178095537","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1733708580,"share":"https://www.laohu8.com/m/news/1178095537?lang=&edition=full","pubTime":"2024-12-09 09:43","market":"us","language":"zh","title":"夜盘异动 | AI概念走强，BigBear.ai Holdings涨近14%，C3.ai涨超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1178095537","media":"老虎资讯综合","summary":"12月9日，AI概念夜盘走强，$BigBear.ai Holdings$涨近14%，$Destiny Tech100$涨超12%，$C3.ai$涨超7%，$Palantir$涨近4%，$Tempus AI$涨近2%。两年后的今天，AIGC已迅速渗透到各个领域，从数字广告、在线搜索，到提高翻译效率、自动化繁琐流程，这场AI革命正在加速蔓延。如今整个软件行业正全面拥抱AI浪潮。随着使用场景迅速增加，预计企业将在2025年开始进入大规模AI应用阶段。大模型的广泛部署与AIGC的普及，都将成为软件行业发展的重要催化剂。","content":"<html><head></head><body><p>12月9日，AI概念夜盘走强，<a href=\"https://laohu8.com/S/BBAI\">BigBear.ai Holdings</a>涨近14%，<a href=\"https://laohu8.com/S/AI\">C3.ai</a>涨超7%，<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>涨近4%，<a href=\"https://laohu8.com/S/TEM\">Tempus AI</a>涨近2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c58bed44c86b31614db928f94ede1d42\" title=\"\" tg-width=\"437\" tg-height=\"280\"/></p><p>两年前，OpenAI一款ChatGPT，向世界展现了AIGC的巨大潜力。两年后的今天，AIGC已迅速渗透到各个领域，从数字广告、在线搜索，到提高翻译效率、自动化繁琐流程，这场AI革命正在加速蔓延。</p><p>二级市场上，芯片不再是最受AI投资青睐的方向，取而代之的是AI应用软件股。</p><p>对冲基金ARK Invest首席执行官Cathie Wood曾表示，软件股将是AI的下一个重大机遇，<strong>这些公司每在<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等供应商那里花费1美元买芯片，就能产生8美元的回报</strong>。</p><p>不久前Wedbush知名分析师Daniel Ives表示，AI正成为软件领域的关键驱动力。如今整个软件行业正全面拥抱AI浪潮。<strong>随着使用场景迅速增加，预计企业将在2025年开始进入大规模AI应用阶段</strong>。大模型的广泛部署与AIGC的普及，都将成为软件行业发展的重要催化剂。</p><p style=\"text-align: justify;\">美银在11月21日的一份报告中，列出了AI受益的三大发展阶段：</p><blockquote><p><strong>第一阶段：</strong>AI受益者将从英伟达扩展到更广泛的半导体行业和云服务相关公司，其中包括大型云服务提供商以及通信行业的数据中心房地产投资信托公司。</p></blockquote><blockquote><p><strong>第二阶段：</strong>AI受益者可能扩大到生产AI应用的软件公司，以及生产服务器、网络设备、电气和空调设备等数据中心基础设施的技术硬件和资本货物公司。</p></blockquote><blockquote><p><strong>第三阶段：</strong>AI受益者可能扩大到整合AI产品和服务的公司，如餐饮和其他消费服务公司、零售商、银行和金融服务公司、媒体和娱乐公司，以及生物制药和医疗设备公司。</p></blockquote><p style=\"text-align: justify;\">随着AI的应用范围日趋广泛，美银认为，<strong>市场焦点已转向第二阶段——软件股和Agentic AI（助理化AI或AI助理）。</strong></p><p style=\"text-align: justify;\">值得一提的是，<strong>在三季度财报电话会上，的确已有多家美股软件公司透露Agentic AI进展：<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>预计Agentic AI产品2025年第一季度普遍可用；Hubspot正在测试其4个Agent，Atlassian也开始推出其Agent产品Rovo AI……</strong></p><p style=\"text-align: justify;\">“不要低估现阶段AI的短期颠覆性潜力；整个AI投资领域，尤其是软件股，还不太可能被市场完全定价。预计AI的货币化将从2025年开始，并在2026年随着企业应用的加速而变得重要。”美银表示。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>夜盘异动 | AI概念走强，BigBear.ai Holdings涨近14%，C3.ai涨超7%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n夜盘异动 | AI概念走强，BigBear.ai Holdings涨近14%，C3.ai涨超7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-12-09 09:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月9日，AI概念夜盘走强，<a href=\"https://laohu8.com/S/BBAI\">BigBear.ai Holdings</a>涨近14%，<a href=\"https://laohu8.com/S/AI\">C3.ai</a>涨超7%，<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>涨近4%，<a href=\"https://laohu8.com/S/TEM\">Tempus AI</a>涨近2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c58bed44c86b31614db928f94ede1d42\" title=\"\" tg-width=\"437\" tg-height=\"280\"/></p><p>两年前，OpenAI一款ChatGPT，向世界展现了AIGC的巨大潜力。两年后的今天，AIGC已迅速渗透到各个领域，从数字广告、在线搜索，到提高翻译效率、自动化繁琐流程，这场AI革命正在加速蔓延。</p><p>二级市场上，芯片不再是最受AI投资青睐的方向，取而代之的是AI应用软件股。</p><p>对冲基金ARK Invest首席执行官Cathie Wood曾表示，软件股将是AI的下一个重大机遇，<strong>这些公司每在<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等供应商那里花费1美元买芯片，就能产生8美元的回报</strong>。</p><p>不久前Wedbush知名分析师Daniel Ives表示，AI正成为软件领域的关键驱动力。如今整个软件行业正全面拥抱AI浪潮。<strong>随着使用场景迅速增加，预计企业将在2025年开始进入大规模AI应用阶段</strong>。大模型的广泛部署与AIGC的普及，都将成为软件行业发展的重要催化剂。</p><p style=\"text-align: justify;\">美银在11月21日的一份报告中，列出了AI受益的三大发展阶段：</p><blockquote><p><strong>第一阶段：</strong>AI受益者将从英伟达扩展到更广泛的半导体行业和云服务相关公司，其中包括大型云服务提供商以及通信行业的数据中心房地产投资信托公司。</p></blockquote><blockquote><p><strong>第二阶段：</strong>AI受益者可能扩大到生产AI应用的软件公司，以及生产服务器、网络设备、电气和空调设备等数据中心基础设施的技术硬件和资本货物公司。</p></blockquote><blockquote><p><strong>第三阶段：</strong>AI受益者可能扩大到整合AI产品和服务的公司，如餐饮和其他消费服务公司、零售商、银行和金融服务公司、媒体和娱乐公司，以及生物制药和医疗设备公司。</p></blockquote><p style=\"text-align: justify;\">随着AI的应用范围日趋广泛，美银认为，<strong>市场焦点已转向第二阶段——软件股和Agentic AI（助理化AI或AI助理）。</strong></p><p style=\"text-align: justify;\">值得一提的是，<strong>在三季度财报电话会上，的确已有多家美股软件公司透露Agentic AI进展：<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>预计Agentic AI产品2025年第一季度普遍可用；Hubspot正在测试其4个Agent，Atlassian也开始推出其Agent产品Rovo AI……</strong></p><p style=\"text-align: justify;\">“不要低估现阶段AI的短期颠覆性潜力；整个AI投资领域，尤其是软件股，还不太可能被市场完全定价。预计AI的货币化将从2025年开始，并在2026年随着企业应用的加速而变得重要。”美银表示。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fab3e6da33eab070d39ea5ddbb760010","relate_stocks":{"BK4023":"应用软件","BBAI":"BigBear.ai Holdings","BK4587":"ChatGPT概念","BK4134":"信息科技咨询与其它服务","BK4528":"SaaS概念","BK4551":"寇图资本持仓","BK4543":"AI","AI":"C3.ai, Inc.","BK4585":"ETF&股票定投概念","BK4588":"碎股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178095537","content_text":"12月9日，AI概念夜盘走强，BigBear.ai Holdings涨近14%，C3.ai涨超7%，Palantir涨近4%，Tempus AI涨近2%。两年前，OpenAI一款ChatGPT，向世界展现了AIGC的巨大潜力。两年后的今天，AIGC已迅速渗透到各个领域，从数字广告、在线搜索，到提高翻译效率、自动化繁琐流程，这场AI革命正在加速蔓延。二级市场上，芯片不再是最受AI投资青睐的方向，取而代之的是AI应用软件股。对冲基金ARK Invest首席执行官Cathie Wood曾表示，软件股将是AI的下一个重大机遇，这些公司每在英伟达等供应商那里花费1美元买芯片，就能产生8美元的回报。不久前Wedbush知名分析师Daniel Ives表示，AI正成为软件领域的关键驱动力。如今整个软件行业正全面拥抱AI浪潮。随着使用场景迅速增加，预计企业将在2025年开始进入大规模AI应用阶段。大模型的广泛部署与AIGC的普及，都将成为软件行业发展的重要催化剂。美银在11月21日的一份报告中，列出了AI受益的三大发展阶段：第一阶段：AI受益者将从英伟达扩展到更广泛的半导体行业和云服务相关公司，其中包括大型云服务提供商以及通信行业的数据中心房地产投资信托公司。第二阶段：AI受益者可能扩大到生产AI应用的软件公司，以及生产服务器、网络设备、电气和空调设备等数据中心基础设施的技术硬件和资本货物公司。第三阶段：AI受益者可能扩大到整合AI产品和服务的公司，如餐饮和其他消费服务公司、零售商、银行和金融服务公司、媒体和娱乐公司，以及生物制药和医疗设备公司。随着AI的应用范围日趋广泛，美银认为，市场焦点已转向第二阶段——软件股和Agentic AI（助理化AI或AI助理）。值得一提的是，在三季度财报电话会上，的确已有多家美股软件公司透露Agentic AI进展：ServiceNow预计Agentic AI产品2025年第一季度普遍可用；Hubspot正在测试其4个Agent，Atlassian也开始推出其Agent产品Rovo AI……“不要低估现阶段AI的短期颠覆性潜力；整个AI投资领域，尤其是软件股，还不太可能被市场完全定价。预计AI的货币化将从2025年开始，并在2026年随着企业应用的加速而变得重要。”美银表示。","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}