AI软件公司BigBear.ai Holdings(BBAI)今天盘中大涨29.25%,引起了市场的广泛关注。
分析人士指出,公司大涨或与近期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,预计到2025年企业将开始大规模应用AI技术,这为整个软件行业发展注入了强劲动力。作为一家AI软件公司,BigBear.ai有望从这一趋势中获益,市场对其前景也抱有较高预期。
据分析,目前软件公司被视为最有潜力受益于AI热潮的群体。二级市场上,软件股逐渐取代芯片成为投资者新宠。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。随着大模型广泛部署及AI生成内容技术(AIGC)的普及,软件股将持续获益。
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