Where Will The AI Revolution Strike Next? What New Data Reveals About Companies That Benefit From AI
Where Will The AI Revolution Strike Next? What New Data Reveals About Companies That Benefit From AI
Artificial intelligence has taken the financial markets by storm, playing a large part in rocketing the SPDR S&P 500 ETF Trust (NYSE:SPY) to a banner year in 2024. New data revealed companies now embracing AI are not limited to the usual suspects.
人工智能已經風靡金融市場，是SPDR S&P 500 ETF Trust (NYSE:SPY)在2024年取得了顯著成果的重要因素。最新數據顯示，現在正在採用AI的公司不僅限於通常的嫌疑人名單。
The Data: A post on X used data from Goldman Sachs showed trends in artificial intelligence.
數據：一篇X上的帖子使用高盛提供的人工智能趨勢數據。
AI is changing the investing landscape:
— The Kobeissi Letter (@KobeissiLetter) June 10, 2024
A record 41% of S&P 500 companies mentioned "AI" during Q1 2024 earnings calls.
In other words, 205 companies from the index mentioned "AI" during this earnings season, up from 180 and 155 in Q4 and Q3 2023.
In just 2 years, the number... pic.twitter.com/zZyQ5oFv5t
人工智能正在改變投資環境：
— The Kobeissi Letter (@KobeissiLetter) June 10, 2024
標普500指數公司中有創記錄的41％在2024年第一季度業績會上提到了“人工智能”。
換句話說，該指數中有205家公司在這個季度的業績會上提到了“人工智能”，比2023年第四季度的180家和第三季度的155家都多。
在短短兩年內，這個數字就... pic.twitter.com/zZyQ5oFv5t
Why it Matters: It had previously been reported that artificial intelligence was being name-checked the most by tech giants such as NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT) and Alphabet Inc (NASDAQ:GOOGL) (NASDAQ:GOOG). All of these companies have performed remarkably well in recent months.
爲什麼重要：此前曾報道，諸如NVIDIA公司（NASDAQ：NVDA）、微軟公司（NASDAQ：MSFT）和Alphabet Inc（NASDAQ：GOOGL）（NASDAQ：GOOG）等科技巨頭最頻繁提到人工智能。這些公司近幾個月的表現也非常出色。
While this holds, the data revealed an increasing number of tech-adjacent companies are embracing AI in earnings calls, as AI-focused S&P components comprise a smaller part of the overall index.
雖然如此，數據顯示越來越多的科技相關公司正在業績會上提到採用人工智能，因此，以人工智能爲重點的S&P指數組成部分僅佔整個指數的一小部分。
For example, Walmart Inc (NYSE:WMT) mentioned the eventual proliferation of a generative AI-driven search assistant on the retailer's website. Energy company Baker Hughes Co (NASDAQ:BKR) touted its AI partnership with C3.ai Inc (NYSE:AI). Professional services company Accenture Plc's (NYSE:ACN) latest earnings call repeatedly emphasized the importance of the evolution of AI within the company's business model.
例如，沃爾瑪公司（NYSE：WMT）提到了該零售商網站上的生成式人工智能搜索助手的最終普及。能源公司貝克休斯公司（Baker Hughes Co）（NASDAQ：BKR）吹噓了與C3.ai Inc（NYSE：AI）的人工智能合作伙伴關係。專業服務公司埃森哲（Accenture Plc）（NYSE：ACN）最新的業績會一再強調了人工智能在該公司業務模式中的重要性。
The increasing mentions revealed AI tailwinds will soon impact a variety of industries not limited to tech.
提到的人工智能增長勢頭很快就會影響不僅限於科技的多個行業。
Also Read: Ahead Of WWDC, Apple Analyst Foresees AI Integration Boosting Stock Value by $30-$40 Per Share: 'New AI Era For Cupertino Begins'
還閱讀：WWDC前，蘋果分析師預測人工智能整合將增加每股價值30-40美元：“庫比蒂諾的新人工智能時代開始了”
Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。