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韋德布什:科技股將在今年年底和2025年上升
格隆匯 09-16 09:36
韋德布什分析師在一份行業報吿中表示,隨着大約1萬億美元的人工智能資本支出推動科技供應鏈實現前所未有的增長,科技股將在今年年底和2025年上升。分析師們估計,在英偉達(NVDA.O)GPU芯片上每花費1美元,整個科技行業就會產生8至10美元的乘數效應。雖然英偉達和微軟是人工智能的核心推動者,但包括Palantir、Salesforce、戴爾、IBM、蘋果和AMD在內的許多其他科技公司現在也加入了人工智能的行列。他們補充説:“隨着越來越多的科技供應商展示出人工智能的貨幣化部分,這最終將在一個非常穩定的整體IT支出環境中推動科技牛市的下一階段,在我們看來,這對科技股來説是一個看升的背景。”
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