Microsoft, Alphabet And Meta's Raised AI Capex Outlook Could Benefit These JPMorgan Stock Picks
Microsoft, Alphabet And Meta's Raised AI Capex Outlook Could Benefit These JPMorgan Stock Picks
Microsoft Corp (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL), and Meta Platforms Inc (NASDAQ:META) have each made significant strides in cloud capital expenditure (capex) and artificial intelligence (AI) investments.
微軟公司（納斯達克股票代碼：MSFT）、Alphabet Inc（納斯達克股票代碼：GOOG）（納斯達克股票代碼：GOOG）和Meta Platforms Inc（納斯達克股票代碼：META）在雲資本支出（資本支出）和人工智能（AI）投資方面均取得了長足的進步。
According to a JPMorgan research report, these actions bode well for AI-levered cloud service provider (CSP) companies: Arista Networks Inc (NASDAQ:ANET), Coherent Corp (COHR), Dell Technologies Inc (NYSE:DELL) and Lumentum Holdings Inc (NASDAQ:LI).
根據摩根大通的一份研究報告，這些行動對利用人工智能的雲服務提供商（CSP）公司來說是個好兆頭：Arista Networks Inc（納斯達克股票代碼：ANET）、Coherent Corp（COHR）、戴爾科技公司（紐約證券交易所代碼：DELL）和Lumentum Holdings Inc（納斯達克股票代碼：LI）。
The firm noted that alternative AI beneficiary picks include Flex Ltd. (NASDAQ:FLEX) and Jabil Inc. (NYSE:JBL).
該公司指出，人工智能的替代受益人包括偉創力有限公司（納斯達克股票代碼：FLEX）和捷普公司（紐約證券交易所代碼：JBL）。
Also Read: 'Meta Actually Has Major Profit Margins Unlike Tesla': Redditor Reacts To Stock Drop Following Q1 Earnings
另請閱讀：“與特斯拉不同，Meta實際上擁有可觀的利潤率”：Redditor在第一季度業績後對股價下跌做出了反應
Both Microsoft and Alphabet have reported substantial increases in their cloud capex, exceeding market expectations and focusing on expanding AI infrastructure.
微軟和Alphabet都報告稱，其雲資本支出大幅增加，超出了市場預期，並專注於擴大人工智能基礎設施。
The aggregate capex for both companies is more than 20% above consensus estimates, indicating a strong commitment to AI investment.
兩家公司的總資本支出都比市場普遍預期高出20％以上，這表明了對人工智能投資的堅定承諾。
JPMorgan has reiterated its preference for AI-levered names, including Arista, Coherent, Dell, Lumentum, Flex and Jabil. These companies are expected to benefit from the increased investments in AI infrastructure by the top cloud service providers (CSPs).
摩根大通重申，它更傾向於使用人工智能的公司，包括Arista、Coherent、戴爾、Lumentum、Flex和Jabil。預計這些公司將受益於頂級雲服務提供商（CSP）對人工智能基礎設施的更多投資。
And Microsoft, Alphabet, and Meta are expected to lead to a strong year for data center capex.
預計微軟、Alphabet和Meta將爲數據中心資本支出帶來強勁的一年。
Industry growth forecasts for data center investments from the top CSPs are now tracking in the mid-teens range for 2024, up from previous expectations of around 10%.
目前，頂級通信服務提供商對數據中心投資的行業增長預測在2024年的十幾歲左右，高於之前預期的10％左右。
This growth is expected to outpace the increase seen in 2023, although it will still be below the levels seen in 2022.
儘管仍將低於2022年的水平，但預計這一增長將超過2023年的增長。
Bullish On AI Beneficiaries
看好人工智能受益者
The focus on AI infrastructure by these tech giants is seen as a positive sign for the AI sector as a whole. It should lead to significant gains for AI-levered stocks in the coming year.
這些科技巨頭對人工智能基礎設施的關注被視爲整個人工智能領域的積極信號。這應該會導致人工智能槓桿股票在來年大幅上漲。
Investors in artificial intelligence-focused ETFs such as the Global X Robotics & Artificial Intelligence ETF (NYSE:BOTZ), the Global X Artificial Intelligence & Technology ETF (NYSE:AIQ) and the ROBO Global Robotics & Automation Index ETF (NYSE:ROBO) should also see greener days ahead.
Global X機器人與人工智能ETF（紐約證券交易所代碼：BOTZ）、Global X人工智能與科技ETF（紐約證券交易所代碼：AIQ）和ROBO全球機器人與自動化指數ETF（紐約證券交易所代碼：ROBO）等以人工智能爲重點的ETF的投資者也應該會看到更綠色的日子。
譯文內容由第三人軟體翻譯。