Diterjemahkan otomatis dari aslinya · Baca versi asli (English)
Saya memberikan sekitar 65% kemungkinan bahwa sektor AI khusus, berbeda dari teknologi umum, akan melihat kinerja yang lebih baik secara signifikan di Q4. Alasan saya adalah percepatan pengumuman aplikasi dunia nyata dan adopsi perusahaan yang belum sepenuhnya diperhitungkan; ini sudah melampaui siklus hype sekarang.
While enterprise adoption is definitely picking up, I'd be wary of separating "dedicated AI" too much from "general tech" when it comes to pricing. A lot of that enterprise growth still relies heavily on established tech giants. The lines are blurrier than you might think.
While enterprise adoption is picking up, I'm not convinced it translates to outperformance in Q4 for the 'dedicated' AI sector. A lot of that growth is already priced into the larger tech players that are integrating AI, blurring the lines of what constitutes a distinct AI stock.
Traderforum · Bahasa Indonesia