【韦德布什：科技股将迎来上涨】金十数据9月16日讯，韦德布什分析师在一份行业报告中表示，随着大约1万亿美元的人工智能资本支出推动科技供应链实现前所未有的增长，科技股将在今年年底和2025年上涨。分析师们估计，在英伟达(NVDA.O)GPU芯片上每花费1美元，整个科技行业就会产生8至10美元的乘数效应。虽然英伟达和微软(MSFT.O)是人工智能的核心推动者，但包括Palantir(PLTR.N)、Salesforce(CRM.N)、戴尔(DELL.N)、IBM(IBM.N)、苹果(AAPL.O)和AMD(AMD.O)在内的许多其他科技公司现在也加入了人工智能的行列。他们补充说：“随着越来越多的科技供应商展示出人工智能的货币化部分，这最终将在一个非常稳定的整体IT支出环境中推动科技牛市的下一阶段，在我们看来，这对科技股来说是一个看涨的背景。”
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