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估计这货做空了

Investor sentiment towards AI shows signs of skepticism – Goldman Sachs

Goldman Sachs noted that investor sentiment towards artificial intelligence (AI) has shifted to skepticism from generally positive, amid a 7% decline in the Info Tech sector in the past week and a 10%

Investor sentiment towards AI shows signs of skepticism – Goldman Sachs

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Despite this decline, it still remains above the 10-year median of 24x.</p> <p>See the chart below provided by Goldman Sachs:</p> <p><img src=\"https://static.seekingalpha.com/uploads/2024/8/6/saupload_1_thumb1.png\" width=\"100%\"/></p> <p>For investors that are looking to further examine and understand the artificial intelligence trend, they may look towards the below group of exchange-traded funds for additional information:</p> <ul> <li>GX Artificial Intelligence &amp; Tech ETF (<span>NASDAQ:AIQ</span>)</li> <li>GX Robotics &amp; Artificial Intelligence ETF (<span>NASDAQ:BOTZ</span>)</li> <li><a href=\"https://laohu8.com/S/DTEC\">ALPS Disruptive Technologies ETF</a> (DTEC)</li> <li><a href=\"https://laohu8.com/S/GINN\">Goldman Sachs Innovate Equity ETF</a> (GINN)</li> <li><a href=\"https://laohu8.com/S/IRBO\">iShares Robotics and Artificial Intelligence Multisector ETF</a> (<span>NYSEARCA:IRBO</span>)</li> <li><a href=\"https://laohu8.com/S/ROBT\">First Trust Nasdaq Artificial Intelligence and Robotics ETF</a> (<span>NASDAQ:ROBT</span>)</li> <li><a href=\"https://laohu8.com/S/TECB\">iShares U.S. Tech Breakthrough Multisector ETF</a> (TECB)</li> <li><a href=\"https://laohu8.com/S/XT\">iShares Exponential Technologies ETF</a> (XT)</li> <li>Robo Global Artificial Intelligence ETF (THNQ)</li> <li>Roundhill Generative AI &amp; Technology ETF (CHAT)</li> </ul> </div> </body></html>","source":"seekingalpha","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>Investor sentiment towards AI shows signs of skepticism – Goldman Sachs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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\">\nInvestor sentiment towards AI shows signs of skepticism – Goldman Sachs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-07 03:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4135249-investor-sentiment-towards-ai-shows-signs-of-skepticism-goldman-sachs><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs noted that investor sentiment towards artificial intelligence (AI) has shifted to skepticism from generally positive, amid a 7% decline in the Info Tech sector in the past week and a 10%...</p>\n\n<a href=\"https://seekingalpha.com/news/4135249-investor-sentiment-towards-ai-shows-signs-of-skepticism-goldman-sachs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1795495467/image_1795495467.jpg","relate_stocks":{"BK4585":"ETF&股票定投概念","SOXL":"三倍做多半导体ETF-Direxion Daily","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","SMH":"半导体指数ETF-HOLDRs","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","SQQQ":"纳指三倍做空ETF","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","DTEC":"ALPS Disruptive Technologies ETF","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","SOXS":"三倍做空半导体ETF-Direxion Daily","BK4588":"碎股","BK4550":"红杉资本持仓","QLD":"纳指两倍做多ETF","SOXX":"iShares费城交易所半导体ETF","NVDA":"英伟达","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4552":"Archegos爆仓风波概念","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","TQQQ":"纳指三倍做多ETF","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","PSQ":"纳指反向ETF","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","FDN":"First Trust Dow Jones Internet I","BK4504":"桥水持仓","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H",".IXIC":"NASDAQ Composite","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","BOTZ":"Global X Robotics & Artificial Intelligence Thematic ETF","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","BK4127":"投资银行业与经纪业","GINN":"Goldman Sachs Innovate Equity ETF","LU0106831901.USD":"贝莱德世界金融基金A2","ROBT":"First Trust Nasdaq Artificial Intelligence and Robotics ETF","XT":"iShares Exponential Technologies ETF","TECB":"iShares U.S. Tech Breakthrough Multisector ETF","AIQ":"Global X Future Analytics Tech ETF","QID":"纳指两倍做空ETF","THNQ":"ROBO Global Artificial Intelligence ETF"},"source_url":"https://seekingalpha.com/news/4135249-investor-sentiment-towards-ai-shows-signs-of-skepticism-goldman-sachs","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2457000357","content_text":"Goldman Sachs noted that investor sentiment towards artificial intelligence (AI) has shifted to skepticism from generally positive, amid a 7% decline in the Info Tech sector in the past week and a 10% retreat in semiconductors. While the AI trade has taken it on the chin recently, Goldman Sachs indicated that it still remains confident about the growing market area. “The mega-cap tech stocks have dropped sharply, but their valuations continue to reflect AI optimism despite investor concerns about the likely timing and magnitude of returns on their capital investments,” the investment bank said. Regarding valuations, Goldman went on to spotlight that the P/E ratio of mega-cap tech stocks has now dropped by 15% over the past two months, decreasing from 32x to 27x. Despite this decline, it still remains above the 10-year median of 24x. See the chart below provided by Goldman Sachs:  For investors that are looking to further examine and understand the artificial intelligence trend, they may look towards the below group of exchange-traded funds for additional information:  GX Artificial Intelligence & Tech ETF (NASDAQ:AIQ) GX Robotics & Artificial Intelligence ETF (NASDAQ:BOTZ) ALPS Disruptive Technologies ETF (DTEC) Goldman Sachs Innovate Equity ETF (GINN) iShares Robotics and Artificial Intelligence Multisector ETF (NYSEARCA:IRBO) First Trust Nasdaq Artificial Intelligence and Robotics ETF (NASDAQ:ROBT) iShares U.S. Tech Breakthrough Multisector ETF (TECB) iShares Exponential Technologies ETF (XT) Robo Global Artificial Intelligence ETF (THNQ) Roundhill Generative AI & Technology ETF (CHAT)","news_type":1},"isVote":1,"tweetType":1,"viewCount":472,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}