盛宝金融首席投资策略师Charu Chanana在一份报告中称，即使在英伟达公布强劲业绩后，AI相关交易的波动性料将持续。该策略师称，AI题材已经成熟，投资者现在希望看到变现证明和支出纪律。她补充说，“市场越来越关注需求质量、业务组合（训练与推理）、定价能力，以及随着竞争加剧，‘快钱’消失的速度有多快。“该策略师指出，投资者应谨慎对待AI采用者，因为其变现时间表不确定，而且竞争残酷。她表示，“这使得AI采用者成为AI交易中最不稳定的部分。“她指出，而供应链上从电力、冷却到网络等AI赋能者可能更具韧性。
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