according toGoldman Sachspredictions,AIThe (AI) boom will further drive stock markets and will involve three main areas.
FirstThe first stage has passed, and companies represented mainly by Nvidia have achieved great success in the field of AI. Next, the AI boom will enter the second stage, the AI infrastructure stage. This stage covers semiconductor companies, cloud service providers, data center real estate investment trusts (REITs), hardware and equipment companies, security software stocks, and utility companies. Goldman Sachs has confirmed 93 eligible companies, including well-known companies such as ARM Holdings, TSMC, and Cisco.
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As AI technology continues to gain popularity and become more commercialized, the third phase, AI empowerment, will arrive. This phase will have a positive impact on companies that can increase revenue by adopting and commercializing AI technology. Software and IT service companies will be in the best position in this phase, such as ServiceNow, Accenture, MongoDB, etc. The tools of these companies will help other companies take advantage of AI technology, thereby driving further development of the market.
According to Goldman Sachs' forecast, as the AI craze continues to evolve, the stock market will usher in more investment opportunities, and these opportunities will mainly focus on AI infrastructure and AI empowerment.