Wedbush分析师:软件是AI革命的“心和肺” 华尔街做出了误判

格隆汇
Feb 11

Wedbush分析师、科技股多头Dan Ives最新表示,在软件股方面,华尔街可能对人工智能(AI)交易存在判断失误。他指出,尽管AI领域的热度大多集中在数据中心、芯片和GPU上,但软件才是“AI革命的心和肺”,那些认为“Salesforce和ServiceNow等大型软件公司存在结构性崩溃”、或“将被AI原生工具取代”的观点是错误的。

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