Hidden Gems? AI Engine APART Highlights Automotive, Undervalued AI, Capital Goods As Top Sectors

隐藏的宝石？人工智能引擎APART突出了汽车、被低估的人工智能、资本品作为最佳行业

Benzinga · 02/17 12:24

As artificial intelligence continues to reshape industries, Savart's AI engine, APART, is identifying promising investment opportunities beyond the expensive and overvalued "AI poster boys" in both the listed and unlisted space.

What Happened: APART AI is currently favoring the automotive sector, companies providing the "shovels" for the AI gold rush, and capital goods industries as top picks for 2025, suggesting that the real value might lie in the supporting infrastructure rather than the most visible AI players.

"Our APART AI is currently heavy on automobiles, AI-shovel businesses, and capital goods industries," said Sankarsh Chanda, founder and CEO of Savart which owns the AI-driven investment research engine, APART AI.

Highlighting a pattern of stock-picking by APART AI among the AI-linked stocks, Chanda added "We have noticed is that our system is focused on picking those selling shovels rather than the gold sellers in this AI gold rush. This is also likely because of the over valuation of the AI poster boys in both the listed and unlisted space."

Unlike traditional asset management and even robo-advisors, APART's data-driven approach eliminates human bias and emotional decision-making, focusing on long-term wealth creation, explained Chanda in a conversation with Benzinga.

Why It Matters: Talking about the unpredictability surrounding Donald Trump's new policies on trade and tax, and its impact on the stock market Chanda said that "volatility presents a lot of opportunities especially for long term investors and more so for foreign capital looking to enter the American market."

"While the road may be rocky over the next few years, the American story seems stronger than ever," he adds.

Addressing the future of AI amid the emergence of DeepSeek's modestly priced models, Chanda said, "AI is going to be more accessible, affordable and omni-present over the coming years."

Price Action: Some exchange-traded funds consisting of AI-linked stocks have given a handsome year-to-date and annual return. Here is a list:

ETF Name	YTD Performance	One Year Performance
iShares US Technology ETF (NYSE:IYW)	3.96%	27.95%
Fidelity MSCI Information Technology Index ETF (NYSE:FTEC)	2.86%	27.30%
First Trust Dow Jones Internet Index Fund (NYSE:FDN)	9.56%	35.81%
iShares Expanded Tech Sector ETF (NYSE:IGM)	5.72%	33.32%
iShares Global Tech ETF (NYSE:IXN)	3.83%	23.30%

On Friday, the SPDR S&P 500 ETF Trust (NYSE:SPY) and Invesco QQQ Trust ETF (NASDAQ:QQQ) which track the S&P 500 and Nasdaq 100 indices, closed mixed. SPY fell 0.0049% to a value of $609.7, and QQQ was up by 0.42% to end at a value of $538.15, according to Benzinga Pro data.

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随着人工智能不断重塑各个行业，Savart的人工智能引擎APART正识别出超出昂贵且被高估的"人工智能海报公司"的有前景的投资机会，包括上市和非上市领域。

发生了什么：APART AI目前偏向汽车板块、为人工智能热潮提供"铲子"的公司和资本商品行业，作为2025年的首选，这表明真正的价值可能在于支持制造行业而非最显眼的人工智能参与者。

"我们的APART AI目前重仓汽车、人工智能铲子业务及资本商品行业，"Savart的创始人兼首席执行官Sankarsh Chanda说道，Savart拥有这个人工智能驱动的投资研究引擎APART AI。

Chanda补充道，强调APART AI在人工智能相关股票中的选股模式，"我们注意到我们的系统专注于选择那些卖铲子的，而不是在这场人工智能热潮中卖金子的。这也很可能是因为在上市和非上市领域人工智能海报公司的被高估。"

Chanda在与Benzinga的对话中解释说，与传统的资产管理甚至机器人顾问不同，APART的数据驱动方法消除了人为偏见和情绪决策，专注于长期财富的创造。

重要性：谈到特朗普新贸易和税收政策的不可预测性及其对股市的影响时，Chanda表示，"波动性为长期投资者提供了很多机会，尤其是对于希望进入美国市场的外国资本。"

"While the road may be rocky over the next few years, the American story seems stronger than ever," he adds.

"尽管未来几年可能会有许多波折，但美国的故事似乎比以往任何时候都更加强大，"他补充道。

Addressing the future of AI amid the emergence of DeepSeek's modestly priced models, Chanda said, "AI is going to be more accessible, affordable and omni-present over the coming years."

Chanda谈到在DeepSeek的新型低价模型出现的背景下，人工智能的未来时表示，"未来几年人工智能将变得更加可获取、负担得起和无处不在。"

Price Action: Some exchange-traded funds consisting of AI-linked stocks have given a handsome year-to-date and annual return. Here is a list:

价格走势：一些由人工智能相关股票组成的可交易ETF在年初至今及年度回报上表现出色。以下是列表：

ETF Name	YTD Performance	One Year Performance
iShares US Technology ETF (NYSE:IYW)	3.96%	27.95%
Fidelity MSCI Information Technology Index ETF (NYSE:FTEC)	2.86%	27.30%
First Trust Dow Jones Internet Index Fund (NYSE:FDN)	9.56%	35.81%
iShares Expanded Tech Sector ETF (NYSE:IGM)	5.72%	33.32%
iShares Global Tech ETF (NYSE:IXN)	3.83%	23.30%

ETF名称	今年迄今表现	一年表现
美国科技ETF-iShares (纽交所：IYW)	3.96%	27.95%
富达MSCI信息科技指数ETF (纽交所：FTEC)	2.86%	27.30%
互联网指数ETF-First Trust (纽交所:FDN)	9.56%	35.81%
iShares安硕环球技术ETF (纽交所:IGM)	5.72%	33.32%
iShares安硕环球技术ETF (纽交所:IXN)	3.83%	23.30%

周五，跟踪S&P 500和纳斯达克100指数的SPDR 标普500指数ETF Trust (纽交所:SPY) 和纳指100ETF-Invesco QQQ Trust (纳斯达克:QQQ) 表现不一。根据Benzinga Pro的数据，SPY下跌0.0049%，价值为609.7美元，而QQQ上涨0.42%，最终价值为538.15美元。