在周二的索恩投资会议上，绿光资本的掌门人大卫·艾因霍恩推介了两项他认为被市场低估、却能受益于人工智能浪潮的投资标的。
首先是被提及的康西哥。这家管理式医疗公司能够利用人工智能来加速诸如理赔处理这类需要人工重复操作的流程，艾因霍恩如是分析。在他看来，AI技术的应用将显著提升其运营效率。
其次是福陆。艾因霍恩指出，市场目前严重低估了这家工程建筑巨头将从数据中心建设浪潮及其配套发电设施需求中获得的巨大收益。随着AI发展对算力基础设施的迫切需求，福陆的相关业务将迎来强劲增长。
除了基于AI逻辑的推荐，艾因霍恩还出于其他考量，看好阿卡迪亚医疗保健公司、Versant Media Group Inc以及维多利亚的秘密这几家公司的股票前景。
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