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Wall Street Loves AI: Goldman Expects A Shocking $7 Trillion Boost In Global GDP And Raises Targets For MSFT, CRM, ADBE

Wall Street Loves AI: Goldman Expects A Shocking $7 Trillion Boost In Global GDP And Raises Targets For MSFT, CRM, ADBE

华尔街喜欢人工智能:高盛预计全球国内生产总值将惊人地增长7万亿美元,并提高了MSFT、CRM、ADBE的目标
Benzinga ·  2023/03/28 00:07

Goldman Sachs Research predicted widespread use of artificial intelligence (AI) will result in strong productivity gains and stronger long-term economic growth.

高盛研究 预计人工智能(AI)的广泛使用将带来强劲的生产率提高和更强劲的长期经济增长。

According to the Goldman Sachs Macro team, AI adoption could create about $7 trillion in global economic growth over a 10-year period, comparable to a 7% increase in annual global GDP.

根据高盛宏观团队的说法,采用人工智能可以在10年内创造约7万亿美元的全球经济增长,相当于全球GDP的年增长7%。

After cloud computing, the next wave of innovation and monetization in corporate software will be driven by generative AI, according to the experts.

专家称,继云计算之后,企业软件的下一波创新和货币化浪潮将由生成式人工智能驱动。

While generative AI is still in its early stages, it has already made quite an impression on consumers with its human-like answers and capacity to generate original content. During business earnings calls, Goldman Sachs noted management teams are more focused on AI's opportunities and an increase in AI-related comments anticipates an increase in capex in the coming year.

尽管生成式人工智能仍处于早期阶段,但它已经凭借其类似于人类的答案和生成原创内容的能力给消费者留下了深刻的印象。在商业财报电话会议上,高盛指出,管理团队更加关注人工智能的机会,与人工智能相关的评论的增加预计来年的资本支出将增加。

Although the magnitude of AI's impact will ultimately be determined by its capabilities and adoption timeline, Goldman Sachs believes generative AI has an "enormous economic potential" if it delivers on its promise.

尽管人工智能的影响程度最终将由其能力和采用时间表决定,但高盛认为,如果生成式人工智能兑现承诺,它具有 “巨大的经济潜力”。

See Also: Disney's New AI Revolution: Disney Unveils Emotionally Intelligent Robots to Captivate Audiences and Redefine Theme Park Magic

另请参阅: 迪士尼的新人工智能革命:迪士尼推出情感智能机器人以吸引观众并重新定义主题公园魔术

Which Companies Are Best Positioned To Profit From AI?

哪些公司最有能力从人工智能中获利?

Microsoft Corp (NASDAQ:MSFT), Alphabet Inc. (NASDAQ:GOOGL)(NASDAQ:GOOGL), Nvidia Corporation (NASDAQ:NVDA), Amazon.com, Inc. (NASDAQ:AMZN), Salesforce Inc (NASDAQ:CRM), Meta Platforms Inc (NASDAQ:META), Intuit Inc. (NASDAQ:INTU) and Adobe Inc (NASDAQ:ADBE) are better positioned to gain from AI and can further enhance their competitiveness, according to Goldman Sachs.

微软公司 (纳斯达克股票代码:MSFT), Alphabet公司(纳斯达克股票代码:GOOGL)(纳斯达克股票代码:GOOGL), 英伟达公司 (纳斯达克股票代码:NVDA), Amazon.com, Inc. (纳斯达克股票代码:AMZN), Salesforce (纳斯达克股票代码:CRM), 元平台公司 (纳斯达克股票代码:META), Intuit Inc. (纳斯达克股票代码:INTU)和 Ado Inc 高盛表示,纳斯达克股票代码:ADBE)更有能力从人工智能中获益,可以进一步增强竞争力。

In note released Sunday, the Goldman Sachs Equity team raised its price forecasts for a number of technology firms.

在周日发布的报告中,高盛股票团队上调了对多家科技公司的价格预期。

Microsoft's price target was raised from $315 to $325 as Goldman believed the recent wave of product releases, particularly Microsoft 365 Copilot, could translate into stronger revenue over time.

微软的目标价从315美元提高到325美元,因为高盛认为,随着时间的推移,最近发布的产品浪潮,尤其是微软365 Copilot,可能会转化为收入的增加。

Adobe's price target was raised to $480 from $475 due to a slew of new features and products that might propel the company's creative, document and marketing solutions into the next phase of growth.

Adobe的目标价格从475美元上调至480美元,这是由于一系列新功能和产品可能会推动该公司的创意、文档和营销解决方案进入下一阶段的增长。

Goldman Sachs boosted its Salesforce price estimate to $325 from $320, citing Einstein GPT's potential to drive broader adoption throughout the Salesforce ecosystem.

高盛将其Salesforce的预估价格从320美元上调至325美元,理由是爱因斯坦GPT有可能推动整个Salesforce生态系统更广泛的采用。

Read More: Will Automation And AI Destroy Jobs In The Cannabis Industry?

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Photo: Peshkova via Shutterstock

照片:佩什科娃通过 Shutterstock

译文内容由第三方软件翻译。


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