美国银行2025年AI预测:十大软件股、五大重要趋势及三大长期主题

英为财情
Jan 16, 2025

新年伊始,科技股表现波动,但美银分析师在最近的一份报告中指出,考虑到越来越多的消费者和企业使用AI,美国软件行业仍估值较低,并有望迎来第三个重大技术周期。美银在报告中指出,「尽管美国软件行业在2023年上升59%、2024年上升23%后已不再廉价,但该行业仍面临众多利好因素。」其中,自主式AI(即能够在无人持续监督的情况下主动执行任务的AI)的兴起,很可能在软件公司下一阶段的增长中发挥重要作用。...

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