Nvidia, Microsoft's AI Rally Hides Tech Sector's Underlying Weakness, Warn Experts: 'There's Not That Much Happening'
Nvidia, Microsoft's AI Rally Hides Tech Sector's Underlying Weakness, Warn Experts: 'There's Not That Much Happening'
The technology sector, despite the buzz around artificial intelligence (AI), is experiencing a broad weakness, with many companies still struggling with the recession that started in 2022, according to investors and recent financial reports.
根據投資者和最近的財務報告，儘管人工智能（AI）引起了很多關注，但科技行業面臨着廣泛的弱勢，許多公司仍然苦於2022年開始的經濟衰退。
What Happened: AI-focused companies like Nvidia Corporation (NASDAQ:NVDA) and Microsoft Corporation (NASDAQ:MSFT) have seen significant increases in their share prices. However, analysts expressed that many tech firms not primarily focused on AI have struggled to recover, Financial Times reported on Monday.
據《金融時報》報道，像英偉達公司（NASDAQ:NVDA）和微軟公司（NASDAQ:MSFT）這樣的人工智能公司的股價大幅上漲。然而，分析師表示，許多主要關注非人工智能的科技公司難以恢復。
"When you look at technology outside of AI, there's not that much happening," stated Tony Kim, head of technology investing at BlackRock's fundamental equities division.
貝萊德基金基本股權部門的科技投資總監Tony Kim表示：「當你看科技行業的非人工智能領域時，並沒有太多的進展。」
Traditional tech areas such as software, IT consulting, and electronic equipment production for sectors like manufacturing and the auto industry have faced challenges, including weak demand and the aftermath of overexpansion and overstocking during the COVID-19 pandemic.
諸如軟件、IT諮詢和電子設備製造等傳統科技領域，例如製造業和汽車行業，在弱勢需求和COVID-19大流行期間過度擴張和過度備貨的影響下面臨挑戰。
Facebook co-founder and current Asana CEO, Dustin Moskovitz, recently described the situation as an "unwinding of the over-hiring and overspending" seen at the start of the pandemic. Recent financial reports reveal that a majority of large tech firms have been growing more slowly, while many smaller ones are actively shrinking.
Facebook聯合創始人兼Asana首席執行官達斯汀·莫斯科維茨最近描述了當前情況，稱這是大流行開始時的「過度僱傭和過度開支」解決過程。最近的財務報告顯示，大多數大型科技公司增長較慢，而許多較小公司則在積極縮小規模。
Investor enthusiasm for AI-focused companies has waned since early summer, leading to predictions of a prolonged shift of investor attention from Big Tech stocks to sectors like financial services and industrials.
自從初夏以來，投資者對人工智能公司的熱情有所減退，預計投資者的注意力將長期轉向金融服務和工業等行業。
Why It Matters: The AI sector has been a hot topic in recent months. In August, some investors and analysts warned that the AI sector could be a bubble set to burst in the future. However, Goldman Sachs analysts stated in early September that despite the significant growth and investor interest in AI stocks, the sector is not in a speculative bubble, unlike previous technology booms such as the late 1990s internet bubble.
爲什麼重要：人工智能行業近幾個月來一直是熱門話題。八月份，一些投資者和分析師警告稱，人工智能行業可能成爲未來要破裂的泡沫。然而，高盛分析師在九月初表示，儘管人工智能股票取得了顯著增長並引起了投資者的興趣，但該行業並不處於泡沫之中，不同於上世紀90年代的互聯網泡沫。
- 'Don't Believe The Hype About An iPhone 16 Super Cycle,' Gurman Says: 'Consumers Will Have To Wait For The Best AI Features'
- '不要相信有關iPhone 16超級週期的炒作'，Gurman表示：'消費者將不得不等待最好的人工智能功能'
Image via Pexels
圖片通過Pexels提供
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
本報道使用Benzinga Neuro生成，並由Pooja Rajkumari編輯
譯文內容由第三人軟體翻譯。