2025,AI行情大蜕变,各类“应用”为这些美股注入爆发力

老虎资讯综合
13 Feb

目前,美股市场的AI行情正在经历重大蜕变,AI应用的商业模式在AppLovin等公司身上到验证,收入覆盖 token cost 成为一种可能,这也是AI应用繁荣的前提条件。

创新科技公司加速AI应用落地,应用的涌现又为硬件带来新的需求。随着基础技术进步、推理算法优化、模型效率提升,AI世界可能已处于“应用大爆发”的前夜。

个股方面,Tempus Al在医疗领域打出新天地;Palantir、Elastic、MongoDB、Confluent等公司则利用DeepSeek带来的低成本利好更高效地执行数据处理任务;ServiceNow飞塔信息等公司也正在受益于新趋势。

新风口、新赛道正出现在投资者面前。以下这些公司,从强劲的走势来看,可能成为新一批“版本之子”。

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