AI buzz tau muaj ntau xyoo txog tam sim no, thiab cov tub ua lag luam sib raug zoo tom qab tau muab nqi zog rau cov tuam txhab uas tau ua cov xov xwm rau kev sib koom ua ke AI-xws li Microsoft thiab Meta, uas tau nce 35% thiab 111% raws li xyoo rau hnub tim. Cov chipmakers powering AI kuj tau pom qhov kev txhawb nqa los ntawm kev zoo siab - qhov tseem ceeb tshaj plaws yog Nvidia, uas tau nce 162% xyoo no txog tam sim no.
Tseem yog qhov hype overblown thiab thawb cov khoom lag luam siab dua li lawv yuav tsum yog? Investor Stanley Druckenmiller, tus billionaire CEO ntawm Duquesne Family Office, tau hais ntawm Bloomberg's Invest Conference rau Lub Rau Hli 7 hauv New York City tias nws npaj yuav tuav Nvidia. Nws hais tias "Yog tias kuv hais yog lawm, Kuv tuaj yeem muaj Nvidia rau ob lossis peb xyoos ntxiv," nws hais.
Kaj ntug Fitzpatrick, CEO thiab tus thawj coj peev ntawm Soros Fund Management, piav qhia tias nws pom ntau qhov hype txog AI tus nqi rau hauv cov nqi Tshuag twb tau los ntawm Bloomberg lub rooj sib tham. "Cov neeg tau txais txiaj ntsig tiag tiag yog cov ntawv thov ... koj cov huab thiab thiab koj cov tuam txhab nti ua haujlwm siab. Cov khoom lag luam tam sim no tau nthuav tawm ntau qhov kev loj hlob zoo nkauj - peb yuav tsis tas yuav khiav qhov ntawd, "nws hais. Txawm li cas los xij, nws kuj tau hais tias kev siv thev naus laus zis yuav txhawb nqa kev loj hlob thoob plaws cov haujlwm. Nws hais ntxiv tias "Lub peev xwm tsuas yog yuav yog qhov nthuav tawm," nws hais ntxiv.
Lwm cov tub ua lag luam tau ceev faj txog kev npau taws txog qee qhov AI qhov kev xav tau tshaj plaws, xws li pab khaws cov khoom lag luam piv txwv. Cofounder ntawm lub tuam txhab nyiaj txiag ntau nyiaj txiag Ob Sigma Investments David Siegel tau hais tias nws pom AI generative tam sim no yog qhov laj thawj txuas ntxiv ntawm kev siv thev naus laus zis. "Kuv tsis tau pom ib yam dab tsi zoo li [hype], Tham GPT tiag tiag ntes tib neeg txoj kev xav hauv txoj hauv kev uas ua rau txhua tus xav tsis thoob," Siegel hais ntawm lub rooj sib tham. "Kuv pom qhov no yog qhov kev nce qib thiab nws zoo siab heev, tab sis kuv tsis tau yuav mus rau qhov hype mus rau qhov twg."
Marty Chavez, tus lwm thawj coj thiab tus khub ntawm Sixth Street, tau pom zoo ib yam: "Nws tsuas yog software xwb," nws hais hauv lub rooj sib tham. "Kuv tsis pom AI ua tiav qhov uas qee tus yuav hu ua Holy Grail. Txhua tus xav paub, 'Dab tsi yog S&P [500] yuav nyob rau hauv rau lub hlis,' thiab kuv tsis tuaj yeem qhia koj, thiab AI tsis tuaj yeem, "nws piav qhia.
Zuag qhia tag nrho, cov tub ua lag luam tau hais tias AI yuav ua rau muaj kev loj hlob loj thiab tau txais txiaj ntsig rau cov neeg uas tau txais nws txoj cai, tab sis nws tseem ntxov dhau los paub tias cov tuam txhab twg yuav yeej, thiab pes tsawg tus neeg ua si yuav sib tw rau kev ua lag luam. Txawm li cas los xij, ntau tus tau hais txog qhov kev cia siab ntawm kev siv thev naus laus zis, txawm hais tias qhov kev thov siab siab kom xav txog kev pheej hmoo ntawm kev tsim cov thev naus laus zis. “Kuv zoo siab heev. Kuv xav tias qhov no yog qhov kev hloov pauv loj tshaj plaws - loj dua li kev hloov pauv hauv Is Taws Nem, "hais tias tus neeg ua lag luam nto moo Ray Dalio, uas tsim Bridgewater Associates.
Zaj dab neeg no tau pib tshwm sim rau ntawm Fortune.com
Ntau los ntawm Fortune:
5 sab hustles qhov twg koj tuaj yeem khwv tau tshaj $ 20,000 toj ib xyoo - tag nrho thaum ua haujlwm hauv tsev
Nrhiav kom tau nyiaj ntxiv? Cov CD no muaj 5.15% APY tam sim no
Yuav tsev? Ntawm no yog yuav txuag tau npaum li cas
Qhov no yog nyiaj npaum li cas koj yuav tsum tau khwv tau txhua xyoo kom yooj yim yuav tsev $600,000
Tau qhov twg los: https://finance.yahoo.com/news/stocks-soar-top-investors-ray-145916890.html