Investment Opportunities

According to Goldman Sachs' forecast, the artificial intelligence (AI) boom will further drive the stock market and will involve three major areas. The 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 identified 93 eligible companies, including ARM Holdings PLC, which holds the largest stake in ARM Holdings PLC.