“AI泡沫”阴霾下,“AI交易”的下一个目标是什么?

华尔街见闻
Nov 20

在"AI泡沫"担忧弥漫的市场环境下,高盛指出AI交易正从基础设施转向两大新目标:一是能直接获得AI收入增长动力的平台型公司(如数据库和开发工具提供商),二是能通过AI实现劳动力成本显著优化的"生产力受益者"(主要集中在金融、专业服务等高人力成本行业)。这两类企业正成为当前估值体系下更具潜力的投资方向。随着第三季度财报季的尘埃落定,高盛发布报告称,市场对AI基础设施的投入并未减速,反而正在加速上修。...

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