Tempus AI的股价上涨与整个AI行业的积极趋势密切相关。市场数据显示,包括SoundHound AI、AppLovin和Trade Desk在内的其他AI应用概念股也出现不同程度的上涨。推动这一轮涨势的关键因素是全球科技巨头大幅增加对AI的投资计划。据彭博社报道,到2025年,包括微软、亚马逊和Meta在内的超大规模科技公司预计将在AI数据中心和计算资源上投入3710亿美元,较前一年增长44%。这一巨额投资预期激发了投资者对AI行业前景的乐观情绪。
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