AI软件公司BigBear.ai Holdings(BBAI)今天盘前股价大涨8.28%,引起了市场的广泛关注。
分析人士指出,BigBear.ai大涨或与近期AI热潮再次升温有关。随着ChatGPT等大模型推出,人工智能技术正在加速普及,预计2025年企业将开始进入大规模AI应用阶段,这为整个软件行业发展注入了强劲动力。作为AI软件公司,BigBear.ai有望从这一趋势中获益,市场对其前景抱有较高预期。
此外,二级市场上,芯片已不再是最受投资者青睐的AI概念,软件股逐渐成为焦点。分析师认为,每花费1美元购买芯片,软件公司就能产生8美元的回报,因此市场正将重心转移至软件公司。随着大模型的广泛部署以及AIGC的普及,软件股将持续受益于AI热潮。
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