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沙發
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樓主 |
發表於 2024-7-10 20:40:23
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只看該作者
Allison Nathan: What does all of this mean for AI investors over the near term, especially since the “picks and shovels” companies most exposed to the AI infrastructure buildout have already run up so far?
Jim Covello: Since the substantial spend on AI infrastructure will continue despite my skepticism, investors should remain invested in the beneficiaries of this spend, in rank order: Nvidia, utilities and other companies exposed to the coming buildout of the power grid to support AI technology, and the hyperscalers, which are spending substantial money themselves but will also garner incremental revenue from the AI buildout. These companies have indeed already run up substantially, but history suggests that an expensive valuation alone won’t stop a company’s stock price from rising further if the fundamentals that made the company expensive in the first place remain intact. I’ve never seen a stock decline only because it’s expensive—a deterioration in fundamentals is almost always the culprit, and only then does valuation come into play.
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