Josh Brown: This 'Low-Key, Misunderstood' Stock Is Just 'Waiting To Be Discovered' As An AI Play
Josh Brown: This 'Low-Key, Misunderstood' Stock Is Just 'Waiting To Be Discovered' As An AI Play
Ritholtz Wealth Management's Josh Brown identified an under-the-radar stock that he believes will play an essential role in the AI, data center buildout story.
瑞思拓财富管理公司的喬希·布朗發現了一隻低調的股票，他認爲該股票將在人工智能、idc概念建設中發揮重要作用。
What Happened: Thursday on CNBC's "Fast Money Halftime Report," Brown made the case for buying Corning Inc (NYSE:GLW) shares at current levels, suggesting that the stock is being criminally overlooked as an AI play.
發生了什麼事：週四在CNBC的“Fast Money Halftime Report”上，布朗爲購買康寧股票(GTW.NYSE)當期價格提供了依據，暗示股票被錯誤地忽視了作爲人工智能投資項的價值。
"You absolutely cannot do GPUs, cannot do data center buildouts without glass," Brown said.
布朗說:“沒有玻璃，絕對不能使用GPU，沒有辦法進行idc概念建設。”
Corning is a materials company focused on glass science, ceramic science and optical physics. Brown noted glass is needed to produce optical fiber cables and is often used in the chips themselves, as glass acts as the substrate in some AI chips, he said.
康寧是一家專注於玻璃科學、陶瓷科學和光學物理學的材料公司。布朗指出，光纖電纜需要玻璃，而在芯片本身，玻璃常常作爲一些人工智能芯片的底片。
Why It Matters: Corning was downgraded to Equal-Weight by Morgan Stanley on Thursday, but the firm raised its price target from $35 to $38. Despite the downgrade, the stock is barely down, "which should tell you something," Brown said.
爲什麼它很重要: 康寧週四被摩根士丹利下調至等額權重級別，但該公司將其價格目標從35美元提高到38美元。儘管被下調，股票幾乎沒有下跌，“這應該告訴你些什麼”，布朗說。
Brown argued Corning is in the midst of a technical breakout to the upside. Corning fought some resistance around the $35 level in 2018 and early 2019. The stock then surged following the COVID-19 pandemic crash in 2020. In recent years, it struggled to gain momentum above the $35 level. The stock is up nearly 25% year-to-date and was trading around $37.80 at the time of writing, per Benzinga Pro.
布朗認爲，康寧股票正在技術上突破上漲。康寧在2018年和2019年初圍繞35美元的水平遇到了一些支撐位。隨着2020年新冠疫情的爆發，該股票隨後上漲。近幾年來，股票很難獲得超過35美元的動能。該股票今年迄今上漲近25%，BenZinga Pro數據顯示，當時股價約爲37.80美元。
"I don't think that this story is as well understood as it should be and will be. I think it's waiting to be discovered," Brown said.
布朗說:“我認爲這個故事還沒有得到足夠的理解，也將得到理解。我認爲它正在等待被髮掘。”
"I really like Corning here as a low-key, misunderstood AI data center buildout play."
“我真的很喜歡康寧作爲一個低調的、被誤解的人工智能、idc概念建設投資。”
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不要錯過：“扎克伯格瞄準Meta的高管計劃裁員,他的財富達到1810億美元，股價飆升。
GLW Price Action: Corning shares were down 0.39% at $37.87 at the time of publication Thursday, according to Benzinga Pro.
GTW價格走勢: 根據BenZinga Pro的數據，週四發表的文章顯示，康寧的股價下跌0.39%，爲37.87美元。
Photo: Courtesy of Corning.
照片：由康寧公司提供。
譯文內容由第三人軟體翻譯。