德银:基础设施及网络安全企业有望率先受益于AI应用加速普及趋势

格隆汇
Yesterday
德意志银行表示,随着人工智能(AI)Token使用量持续攀升,科技行业正涌现出新的增长机遇,其中基础设施及网络安全企业有望率先受益于AI应用加速普及的趋势。该行在走访旧金山湾区多家科技公司及业界人士后发布报告指出,Snowflake、CrowdStrike及Palo Alto Networks是最值得关注的潜在受益股。应用软件供应商同样在积极调整策略,包括采用无头架构(headless architecture),以更直接地参与AI驱动的工作流程。不过,该行亦提醒,上述发展带来的利好在不同程度上已反映于各公司的估值之中。

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