美股异动 | AI应用软件股持续活跃 赛富时(CRM.US)涨超3%

中金财经
Yesterday
  智通财经APP获悉,周一,AI应用软件股持续活跃,Palantir(PLTR.US)涨超1%再创新高,ServiceNow(NOW.US)、Shopify(SHOP.US)、赛富时(CRM.US)涨超3%,SAP SE(SAP.US)、Snap(SNAP.US)、Workday(WDAY.US)涨超1%。消息面上,美银证券将赛富时评级从弱于大盘跨级上调至买入,目标价由160美元大幅提升至285美元。美银在报告中指出,尽管与人工智能直接相关的收入占比依然较小,但看好其企业级AI长期前景。   此外,高盛首席美股策略师Ben Schneider与TMT专家Pete Callahan指出,AI投资叙事正从半导体资本开支向"推理经济"和个人智能体等应用层迁移。Callahan直言"编程AI已不再是市场秘密",市场正迫切寻找下一个AI故事。   

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