Cov kev txawj ntse tsis tu ncua (AI) boom tau nyiag cov xim ntawm cov tub ua lag luam hauv Tshuag, ua rau lawv mob siab rau nrhiav tus yeej loj tom ntej. Nrog Nvidia's (NASDAQ: NVDA) tsis ntev los no kev vam meej raws li tus qauv tseem ceeb, cov neeg saib xyuas kev lag luam tam sim no nyob rau hauv kev saib rau tom ntej no AI cov khoom lag luam uas cog lus tias yuav rov qab los thiab muaj peev xwm ua lag luam.
Hauv qhov kev xav ntawd, ib tus neeg ua lag luam muaj npe nrov tau ntsuas qhov teeb meem no, muab nws cov kev soj ntsuam txog AI cov khoom lag luam uas muaj peev xwm loj heev. Hauv kev xam phaj nrog Bloomberg TV Hnub Wednesday, Tsib Hlis 31, ARK Investment Management tus tsim thiab CEO Cathie Wood tau hais tias nws tau ua raws li ARK Innovation ETF (ARKK) cov peev nyiaj tam sim no tab tom nrhiav software stocks uas "yog tam sim no qhov twg Nvidia yog thaum peb thawj zaug yuav nws."
Tshwj xeeb, Wood tau hais tias nws ob lub qhov muag yog nyob ntawm peb lub tuam txhab AI ntsig txog software, suav nrog cov cuab yeej sib txuas lus Twilio (NYSE: TWLO), kev lag luam automation platform UiPath (NYSE: PATH), thiab pab pawg xov tooj cua Teladoc (NYSE: TDOC).
"Rau txhua duas las ntawm cov khoom siv uas Nvidia muag, cov chaw muab software, SaaS cov chaw muab khoom yuav tsim tau 8 las hauv cov nyiaj tau los."
- Ntoo hais hauv kev xam phaj.
Tag nrho peb lub tuam txhab tau pom lawv cov nqi sib faib poob qis heev los ntawm lawv qhov siab tshaj plaws txhua lub sijhawm, qhia tias lawv yuav ua lag luam ntawm tus nqi luv luv tam sim no.
Twilio (NYSE: TWLO)
Twilio yog lub tuam txhab software tsim cov huab-raws li platform uas tso cai rau cov lag luam tsim thiab tswj kev sib txuas lus nrog lawv cov neeg siv khoom.
Txawm hais tias Twilio lub hom phiaj tseem ceeb yog txhawm rau txhim kho cov kev pabcuam kev sib txuas lus, nws lub platform muaj ntau yam tso cai rau kev koom ua ke nrog AI thev naus laus zis los ua kom cov lus teb tsis siv neeg, hloov pauv cov ntawv-rau-hais lus, kev ua cov lus ntuj, kev soj ntsuam kev xav, thiab ntau dua.
Thaum lub sij hawm xovxwm, shares ntawm Twilio yog trading ntawm $62.67, nce 4.2% nyob rau hnub. Thaum cov khoom lag luam nce ib ncig ntawm 25% xyoo no - raws li ib feem ntawm kev lag luam dav dav rov qab - nws tseem qis dua piv rau nws txhua lub sijhawm siab ntawm $ 443.49 nws tau mus txog Lub Ob Hlis 2021.
UiPath (NYSE: PATH)
UiPath yog ib lub tuam txhab ua Robotic Process Automation (RPA) software tuam txhab uas muag muab lub platform rau automating repetitive thiab txoj cai raws li txoj hauj lwm los ntawm software robots. Thaum RPA feem ntau tsom rau cov txheej txheem automation, lub tuam txhab muaj kev vam khom rau AI lub peev xwm hauv nws lub platform los txhim kho automation nta.
Thaum lub sijhawm tshaj tawm, UiPath cov khoom lag luam tau sawv ntawm $ 16.57, nce ntau dua 6% hauv 24 teev dhau los. Lub hli dhau los, PATH tau nce ntau dua 17% thiab ntau dua 27% txij thaum pib ntawm 2023. Tseem, cov khoom lag luam tau nqis 80% los ntawm nws qhov siab tshaj plaws ntawm $ 85.12 thiab 25% qis dua piv rau nws 52 lub lis piam siab.
Teladoc Health (NYSE: TDOC)
Founded hauv 2002, Teladoc Health yog ib lub tuam txhab telemedicine uas muab kev pab kho mob nyob deb nroog. Txhawm rau txhim kho nws cov kev pabcuam thiab txhim kho kev saib xyuas neeg mob, Teladoc tau koom nrog AI thev naus laus zis los ua kom muaj kev ua haujlwm tshiab, sophisticated.
Ib daim ntawv thov tseem ceeb ntawm AI hauv Teladoc Health cov kev pabcuam yog kev siv cov lus ua haujlwm zoo (NLP) los pab txhawb kev txawj ntse thiab kev tshuaj xyuas cov tsos mob. Tsis tas li ntawd, Teladoc Health siv AI algorithms rau kev ntsuas kev kwv yees thiab kev pheej hmoo stratification, nrog rau txuas ntxiv mus rau kev saib xyuas cov neeg mob nyob deb.
Thaum lub sijhawm tshaj tawm, Teladoc cov khoom lag luam tau ua lag luam ntawm $ 22.42, nqis 1.1% rau hnub. Tsis zoo li ob qho khoom lag luam yav dhau los, TDOC tau tawm tsam los ua kom muaj txiaj ntsig zoo rau xyoo no thiab tseem poob qis 8.3% xyoo dhau los.
Txawm li cas los xij, Wood ntseeg tias lub peev xwm tseem nyob ntawd rau lub tuam txhab telemedicine, muab tias nws tau ua lag luam ntawm tus nqi $ 294.54 kwv yees li ob xyoos dhau los. Piv rau nws 52-lub lim tiam siab, cov khoom lag luam poob 99.2%.
Hauv cov ntsiab lus, Wood ntseeg tias peb cov khoom lag luam no tuaj yeem nyiam cov neeg lag luam hauv lub neej yav tom ntej, vim tias lawv cuam tshuam rau qhov chaw AI loj hlob sai, nrog rau lawv cov nqi Tshuag tam sim no uas tuaj yeem ua pov thawj tias yog kev sib tham, xav txog keeb kwm muaj peev xwm.
Yuav cov khoom lag luam tam sim no nrog Kev Sib Tham Sib Tham Brokers - qhov kev nqis peev zoo tshaj plaws
Disclaimer: Cov ntsiab lus ntawm lub xaib no yuav tsum tsis txhob suav hais tias yog cov lus qhia txog kev nqis peev. Kev nqis peev yog speculative. Thaum kev nqis peev, koj cov peev nyiaj muaj kev pheej hmoo.
Tau qhov twg los: https://finbold.com/3-ai-stocks-cathie-wood-thinks-could-be-the-next-nvidia/