美股异动 | AI应用软件股盘初走高，阿莎娜涨超40%
12月6日，AI应用软件股盘初走高，阿莎娜涨超40%，Veeva Systems涨超10%，GitLab涨超5%，Palantir涨超4%。
两年前，OpenAI一款ChatGPT，向世界展现了AIGC的巨大潜力。两年后的今天，AIGC已迅速渗透到各个领域，从数字广告、在线搜索，到提高翻译效率、自动化繁琐流程，这场AI革命正在加速蔓延。
二级市场上，芯片不再是最受AI投资青睐的方向，取而代之的是AI应用软件股。
对冲基金ARK Invest首席执行官Cathie Wood曾表示，软件股将是AI的下一个重大机遇，这些公司每在英伟达等供应商那里花费1美元买芯片，就能产生8美元的回报。
不久前Wedbush知名分析师Daniel Ives也给出了类似观点——AI正成为软件领域的关键驱动力。如今整个软件行业正全面拥抱AI浪潮。随着使用场景迅速增加，预计企业将在2025年开始进入大规模AI应用阶段。大模型的广泛部署与AIGC的普及，都将成为软件行业发展的重要催化剂。
“可以说，人工智能软件的时代已经到来。”
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