瑞银:AI支出周期仍处于早期阶段,首选亚马逊、德州仪器及Palantir等

格隆汇
3 hours ago
瑞银分析师认为,人工智能支出周期仍处于早期阶段,这为投资人在科技、媒体与电信(TMT)产业中带来多项值得关注的机会。瑞银团队近期公布14档“最有信心推荐股”,其中许多公司都受惠于AI,以及整体AI生态系仍有大量资金流入的趋势。 亚马逊是瑞银在大型互联网公司的首选股,目标价318美元。在芯片与半导体设备公司中,瑞银的首选是类比芯片制造商德州仪器,目标价380美元。在电信与网络设备领域,瑞银认为Celestica将受惠于OpenAI明年推出首款自研芯片,目标价430美元。数据中心建设热潮也将为全球IT通路商TD Synnex带来助益,目标价352美元。同时,Palantir正处于软体产业两大最强劲支出趋势——AI与数据的交会点,目标价250美元。 该行在TMT产业的其他首选股还包括SS&C Technologies、AT&T、回声星通信、Pinterest、Spotify、万事达、Global-e Online、Procore Technologies及JFrog。

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