格隆汇2月26日|盛宝银行市场首席投资策略师Charu Chanana在报告中指出,尽管英伟达业绩强劲,但人工智能相关交易的波动性仍将持续。AI叙事已趋成熟,投资者现在需要看到盈利能力和支出纪律方面的证据。市场日益关注需求的质量、结构(训练与推理)、定价能力,以及随着竞争加剧,“轻松赚钱”消失的速度。投资者应对AI应用层企业保持谨慎,因其盈利时间表不确定且竞争激烈。这使其成为AI交易中波动性最大的...
Source Link格隆汇2月26日|盛宝银行市场首席投资策略师Charu Chanana在报告中指出,尽管英伟达业绩强劲,但人工智能相关交易的波动性仍将持续。AI叙事已趋成熟,投资者现在需要看到盈利能力和支出纪律方面的证据。市场日益关注需求的质量、结构(训练与推理)、定价能力,以及随着竞争加剧,“轻松赚钱”消失的速度。投资者应对AI应用层企业保持谨慎,因其盈利时间表不确定且竞争激烈。这使其成为AI交易中波动性最大的...
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