金吾财讯 | 美股人工智能板块表现强势，截至发稿，Arm Holdings（ARM）涨12.42%，英特尔（INTC）涨11.22%，美国超微公司（AMD）涨8.72%，Meta Platforms（META）涨6.86%，超微电脑（SMCI）涨5.07%。消息面上，高盛（GS）预测，伴随人工智能从试点测试阶段走向落地应用，消费级AI智能体拉动新一轮增长，到2027年，美国头部超大规模云服务商的资本投入规模将达到1.4万亿美元。该预测高于当前华尔街市场的一致预期。高盛认为，AI基础设施的资本开支周期将维持高位至2027年。算力需求持续高于供给，不少在建基础设施项目已完成签约。高盛研究部业务单元负责人Eric Sheridan表示，在本月早些时候于旧金山举办的Communacopia+Technology Conference上，企业加速推进AI落地，是本次会议传递出的核心信号。
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