韦德布什:科技股或迎强势下半年 AI革命浪潮成关键推力

格隆汇
21 Jul

格隆汇7月21日|韦德布什分析师在一份研究报告中表示,随着人工智能革命的顺风在整个行业加速发展,科技股下半年将表现强劲。分析师们表示,生成式人工智能的进一步采用可能成为软件行业的主要催化剂,在未来12至18个月内,用例将呈爆炸式增长。与此同时,他们表示,特朗普政府可能会继续软化其在关税问题上的立场,而不会大幅改变目前的科技格局。他们表示:“投资者仍未充分认识到未来3年2万亿美元支出带来的增长浪潮。...

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