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AI+PC概念火爆!上升空間有幾大?

5月30日,戴爾科技收跌5.18%,打破了六連陽記錄。過去一年,戴爾市值提升了兩倍多,已成為本輪AI熱潮最大受益者之一。戴爾科技在5月30日美股盤后公佈一季度業績,儘管戴爾總營收同分項業務收入都超過預期,但公司經調整后EPS盈利下滑,盤后股價一度大跌近18%。5月以嚟,「AI+P Show More
5月30日,戴爾科技收跌5.18%,打破了六連陽記錄。過去一年,戴爾市值提升了兩倍多,已成為本輪AI熱潮最大受益者之一。戴爾科技在5月30日美股盤后公佈一季度業績,儘管戴爾總營收同分項業務收入都超過預期,但公司經調整后EPS盈利下滑,盤后股價一度大跌近18%。5月以嚟,「AI+PC」概念股一路走高:截至5月30日,美股戴爾科技5月升逾36%,港股聯想集團(992)5月升逾29%。大摩發佈報告稱,5月21日,微軟於開發者大會上推出了支援人工智慧(AI)嘅個人電腦(PC),開創了一個新時代,並可能引發商用個人電腦嘅更新。過去幾年,PC市場整體增速明顯放緩,AI PC將為PC行業復甦注入活力。大摩預計2025年,AI PC新型電腦占PC市場總量嘅份額將達到16%,2028年將達到64%。AI+PC概念熱炒,對此你點睇?你嘅操作策略係?
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    Following the announcements of new technologies by the two heavyweight companies OpenAI and two weeks ago, $Alphabet-A (GOOGL.US)$Finally arrived last week, after the announcements in the developer conferences, $Microsoft (MSFT.US)$On May 22nd, lasting for three days in Hong Kong time!
    During the announcements by these three companies, microsoft, due to the lack of innovative concepts that are too exciting, did not generate much buzz according to online reactions. However, the author wants to tell everyone that as the largest technology company by market cap in the world, the impact brought by microsoft's conference to the global related investment sectors is actually the greatest among the three companies.
    Firstly, microsoft, along with the other two companies, have a different selling point focusing on "technological innovation".Microsoft's business competitiveness does not rely solely on innovation, but more on integrating AI into a profitable business model.。
    Microsoft's commercialization is very thorough. Copilot brings practical benefits.
    Going back to early 2023, ChatGPT 3.5 had been on the scene for less than half a year when the powerful and astonishing GPT-4 was iteratively released. Limited by its lack of internet connectivity, while many people were still learning how to use it in their daily lives, various enterprises had already begun to study the new business models it generated in the background. Microsoft had already incorporated it for free into its search engine BING's pages, with limited internet connectivity, allowing many users including the author to access it.
    Mr. A and You Watch AI 03 - Seizing the Opportunity in PCs, 'True AI Concept Stock' Microsoft (MSFT.US)
    Mr. A and You Watch AI 03 - Seizing the Opportunity in PCs, 'True AI Concept Stock' Microsoft (MSFT.US)
    Mr. A and You Watch AI 03 - Seizing the Opportunity in PCs, 'True AI Concept Stock' Microsoft (MSFT.US)
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