英伟达不再是焦点了？AI交易已经变了！_老虎社区_美港股上老虎

英伟达不再是焦点了？AI交易已经变了！

华尔街见闻11-25

美银认为，市场焦点已经进入AI受益交易的第二阶段——软件股与Agentic AI，随着软件“AI时刻”到来，其货币化预计将在2025年开始，并在2026年随着企业采用加速而变得具有意义。当下市场存在AI创新速度放缓的质疑声，但美银认为AI技术变革实际正在加速，而且市场焦点已经进入交易第二阶段——软件股与AI代理Agentic AI.美国银行在11月21日的报告中指出：AI技术快速发展，几乎每天都有...

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小老虎嗷嗷叫
·11-25
这个就是噱头，在等一个月走着瞧
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芒格格格哒
·11-25
华尔街的嘴骗人的鬼
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大鱼海棠_4922
·11-25
机器人属于第几类？
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龙腾虎乐
·11-25
对比互联网发展的节奏（2000左右开始的），第一波的龙头是卖设备的，比如思科、SUN等，第二波是软件类，第三波是平台类.......
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AI trading has changed!","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/8c33586ff778ef2fcb80e53020314db9","symbols_score_info":{"NVDA":1,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDL":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"美银认为，市场焦点已经进入AI受益交易的第二阶段——软件股与Agentic AI，随着软件“AI时刻”到来，其货币化预计将在2025年开始，并在2026年随着企业采用加速而变得具有意义。当下市场存在AI创新速度放缓的质疑声，但美银认为AI技术变革实际正在加速，而且市场焦点已经进入交易第二阶段——软件股与AI代理Agentic AI.美国银行在11月21日的报告中指出：AI技术快速发展，几乎每天都有新的突破。AI能力范围广泛，包括完成软件工程任务、提供客户服务、预订旅行，甚至可以用于精密手术或车辆组装等。Agentic AI浪潮将催化加速开发和部署AI驱动的应用程序，以及工业和商业机器人。美银进一步指出，随着AI应用的普及，市场焦点也转移到AI受益者的第二阶段：不要低估AI在这个阶段的短期颠覆潜力，整个AI投资领域，特别是软件股，市场不太可能完全定价。随着软件“AI时刻”到来，AI货币化预计将在2025年开始，并在2026年随着企业采用加速而变得具有意义。从知识工作者到体力劳动者，AI应用持续拓展具体来看，美银指出，AI应用持续蓬勃发展：新的、颠覆性的AI能力似乎正在以每周，甚至每天的速度出现，AI能力的发展速度如此之快，以至于AI代理可能完成端到端的软件工程任务。我们预计最新的Agentic AI浪潮将催化加速开发和部署AI驱动的应用程序，以及工业和商业机器人，这可能会比投资者预期的更早地改变全球经济。美银表示，AI代理型技术的进步不仅改善了现有工具，还催生了新的应用。AI软件目前展示的只是未来可能性的冰山一角。OpenAI和Anthropic的模型最近展示了具有博士水平能力，Mistral的新模型在视觉能力任务上表现出色。微软和谷歌也推出了增强AI代理功能的新产品，谷歌Gemini AI推出记忆功能以实现个性化，Perplexity与Stripe合作推出了Buy With Pro购物平台，甚至用于评估模型性能的基准也在提高。美银强调，机器人拓宽了AI应用范围：新兴的机器人能力可能会在仓储、餐饮、建筑等多个领域产生颠覆性影响，尽管全球工业机器人安装的增长尚未加速，但预计到2026年，通用机器人将以较低的成本进入市场。其中，中国在2023年占据了51%的新安装份额，以及41%的运营机器人份额。对于劳动力市场影响方面，美银表示：AI技术的进步可能会影响广泛的职业，从知识工作者到体力劳动者。尽管短期内不太可能出现大规模的AI驱动的劳动力替代，但随着AI代理和机器人的普及，竞争将变得越来越激烈。到2030年，代理AI可能填补1000万全球卫生工作者的短缺。投资者关注点转移到AI第二阶段美银进一步指出，随着AI应用的普及，市场焦点也转移到AI受益的第二阶段：不仅仅是半导体公司和大型云服务提供商，标普指数公司在财报和会议上越来越多地提及AI。随着企业AI采用在2025年增加并在2026年加速，未来一年关注点将转移到AI受益者的第二阶段，特别是软件公司。因在Agentic AI上的布局，美银对Microsoft、Salesforce、Adobe等大公司表示青睐，而NICE、Informatica、Zeta等中小市值公司也被视为有潜力的目标公司。美银列举了AI受益的三大发展阶段：第一阶段：预计AI受益者将从英伟达扩展到更广泛的半导体领域和云服务提供商（CSPs），这包括大型云服务提供商，以及通信领域内的数据中心房地产投资信托（REITs）。第二阶段：受益者可能会扩展到生产AI驱动应用程序的软件公司，以及生产数据中心基础设施的科技硬件和资本货物公司，如服务器、网络设备以及电气和空调设备。第三阶段：受益者可能会扩展到整合AI产品和服务的公司，如餐饮等消费者服务公司、零售商、银行和金融服务公司等消费者非必需品公司，媒体和娱乐公司，以及生物制药和医疗设备公司。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":374854399836376,"gmtCreate":1732546373769,"gmtModify":1732546378027,"author":{"id":"4192794739270062","authorId":"4192794739270062","name":"小老虎嗷嗷叫","avatar":"https://static.tigerbbs.com/a8e0b9f22d3c4ad5855c6a7985c9b557","vip":1,"crmLevel":1,"crmLevelSwitch":1,"idStr":"4192794739270062","authorIdStr":"4192794739270062"},"htmlText":"这个就是噱头，在等一个月走着瞧","listText":"这个就是噱头，在等一个月走着瞧","text":"这个就是噱头，在等一个月走着瞧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374854399836376","repostId":2486072588,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":374801178018240,"gmtCreate":1732545255312,"gmtModify":1732545257638,"author":{"id":"3573040898369189","authorId":"3573040898369189","name":"芒格格格哒","avatar":"https://static.tigerbbs.com/feac12600019067c739062e9a6d75741","vip":1,"crmLevel":7,"crmLevelSwitch":1,"idStr":"3573040898369189","authorIdStr":"3573040898369189"},"htmlText":"华尔街的嘴骗人的鬼","listText":"华尔街的嘴骗人的鬼","text":"华尔街的嘴骗人的鬼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374801178018240","repostId":2486072588,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":374823334269128,"gmtCreate":1732518210264,"gmtModify":1732518212308,"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":6,"crmLevelSwitch":0,"idStr":"3532600836226527","authorIdStr":"3532600836226527"},"htmlText":"机器人属于第几类？","listText":"机器人属于第几类？","text":"机器人属于第几类？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374823334269128","repostId":2486072588,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":374789734060248,"gmtCreate":1732509945175,"gmtModify":1732509947279,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","vip":1,"hat":"https://static.tigerbbs.com/622fc56f7e67b5729addb4e78a195511","crmLevel":6,"crmLevelSwitch":1,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"htmlText":"对比互联网发展的节奏（2000左右开始的），第一波的龙头是卖设备的，比如思科、SUN等，第二波是软件类，第三波是平台类.......","listText":"对比互联网发展的节奏（2000左右开始的），第一波的龙头是卖设备的，比如思科、SUN等，第二波是软件类，第三波是平台类.......","text":"对比互联网发展的节奏（2000左右开始的），第一波的龙头是卖设备的，比如思科、SUN等，第二波是软件类，第三波是平台类.......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374789734060248","repostId":2486072588,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":10,"commentSize":4,"repostSize":4,"favoriteSize":22,"likeStatus":false,"favoriteStatus":false}}