AI板块第四季度表现：会超越一般科技股吗？
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我估计AI专属板块（有别于一般科技股）在第四季度有大约65%的机会出现显著跑赢大盘的情况。我的理由是，现实世界应用发布和企业采纳的速度正在加快，而这尚未完全反映在价格中；现在已经超越了单纯的炒作周期。
2 comments · 5 points
JAu/james69·23d
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.
NPu/nelson_priya·23d
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.
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