Has the era of artificial intelligence software arrived?
In the capital markets, the rapid iteration of AI technology has given the capital markets a huge space for imagination.
In the current secondary market, chips are no longer the most favored direction for AI investment, replaced by AI applications—The "AI+" in the US stock market is producing more and more potential stocks.
Recently, US stocks in the AI application concept sector $Applovin (APP.US)$ reached new historical highs again, with a stock price increase of over 850% year-to-date, a market cap exceeding one trillion US dollars, continuing the AI myth. Meanwhile, the "AI+Defense" $Palantir (PLTR.US)$ also saw a surge of up to 318% this year.此前文章It is speculated in the market that it may be included in the Nasdaq 100 index.
Guosheng Securities stated,2025年有望迎來AI應用綻放時刻。
據Menlovc數據顯示，企業整體AI開支從去年的2.3 billion美金上升到今年的13.8 billion美金。基礎模型依然是開支最大部分，但模型部署、應用層的增速更快。
那麼，展望2025年，如何尋找AI應用潛力股呢？Futu Information has sorted out some"AI+"software stocks for Mooer to reference:
Including, AI+ data analysis $Palantir (PLTR.US)$ 、 $Cellebrite (CLBT.US)$ 、 $Elastic (ESTC.US)$ , with the first two this year...