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大行評級|高盛:長遠最具顛覆性的主題是人工智能 看好Alphabet和亞馬遜
高盛董事總經理、美國互聯網行業分析師Eric Sheridan稱,今年來市場追捧流媒體作爲防禦型資產,但長遠看好Alphabet和亞馬遜。他指,沒有人真正確定全球關稅政策最終發展,但一旦政策確定,就能衡量其對消費者行爲的影響,以及由此衍生的二、三級效應。但他認爲,長遠最具顛覆性的主題是人工智能(AI),以至基礎大模型如何改變平臺及應用優勢,尤其圍繞廣告、購物、出行等,進而重塑消費習慣。他預計,年內不會有企業大削AI資本支出,明年資本支出料仍增15%以上。他留意到,投資者防守意識逐漸減弱,並略爲加強進攻。若從長遠角度考慮,並願意承受關稅政策波動,看好亞馬遜及Alphabet。
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