周一（3月24日）盘前，人工智能公司Tempus AI（股票代码：TEM）股价大涨5.14%，延续了此前强劲的上涨势头。这一涨幅反映了投资者对人工智能行业持续增长的信心。
根据市场数据，在美股夜盘交易时段，AI应用概念股集体走高。除Tempus AI外，SoundHound AI Inc（SOUN）上涨近3%，AppLovin Corporation（APP）和Trade Desk Inc.（TTD）均上涨超过2%。这表明整个AI行业正受到投资者的青睐。
推动AI股票上涨的一个关键因素是全球科技巨头计划大幅增加对人工智能的投资。彭博社报道称，到2025年，包括微软、亚马逊和Meta Platforms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%。这一巨额投资预期可能激发了投资者对AI行业前景的乐观情绪，从而推动了Tempus AI等公司的股价上涨。
值得注意的是，中国AI初创公司DeepSeek的崛起也对美国科技行业产生了影响。DeepSeek声称以较低成本开发出了具有竞争力的AI模型，这促使一些领先的AI公司开始转向更高效的AI系统。这种行业动态可能进一步刺激了投资者对AI技术创新和市场竞争的兴趣，为Tempus AI等公司创造了更多的投资机会。
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