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高盛:未来需关注试图通过AI技术产生新增收入的公司

Goldman Sachs: In the future, attention needs to be paid to companies that are trying to generate additional revenue through AI technology.

Gelonghui Finance ·  09:10

Glonghui, November 18 | Goldman Sachs pointed out that in the future, we need to focus on companies trying to generate new revenue through AI technology, mainly software and IT service companies. The agency recently released a report saying that in the next round of artificial intelligence investment, investors should not only focus on the obvious choices of Nvidia and other AI infrastructure companies, but should also choose a series of platforms aimed at building AI commercial applications. Microsoft, DataDog, database management system MongoDB, software companies Elastic, and Snowflake launch AI-enabled applications, which are the best positioned “platform stocks.”

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