Vim li cas AI cov khoom lag luam rally tsis yog lwm qhov meme craze, raws li tus neeg ua lag luam sab saum toj

Qhov tseeb npaj sawv daws hauv tuam txhab hawking cov cuab yeej tshiab kev txawj ntse (AI). tuaj yeem tsim nyog me ntsis, ib tus neeg ua lag luam sab saum toj tau hais tias, tsis zoo li cov meme Tshuag frenzy uas tau tsav cov khoom lag luam xws li GameStop (GME) thiab Bed Bath & Beyond (BBBY) nyob rau hauv 2021 thiab 2022.

raws li Rick Rieder: XNUMX Lab tus kiv cua tos koj rau Webtalk!, BlackRock's Chief Investment Officer of Global Fixed Income, the qhov loj ntawm kev ua lag luam lub sijhawm rau AI thiab feem ntau yog lub hauv paus tseem ceeb ntawm ntau lub tuam txhab tsim kho tshiab nyob rau hauv qhov sib piv rau cov ntsiab lus uas tau tsav meme cov khoom lag luam - uas yog, nce leverage thiab tus nqi qis ib puag ncig.

"Qhov no, kuv xav tias, yog ib yam txawv me ntsis," Rieder hais rau Yahoo Finance Live (video saum toj no), ntxiv: "Nws yog ib qho kev hloov pauv loj heev ntawm qhov chaw lag luam yuav mus."

Hnub Tuesday, Microsoft (MSFT) unveil ib version tshiab ntawm nws Bing tshawb nrhiav cav uas khiav ntawm ib qho beefed-up version ntawm OpenAI's Sib tham GPT natural language AI tech.

"Nws yog hnub tshiab hauv kev tshawb nrhiav," Microsoft CEO Satya Nadella hais. "Nws yog lub ntsiab lus tshiab rau kev tshawb nrhiav."

Microsoft's AI hype tau xa cov khoom lag luam nce 12% xyoo rau hnub tim, txawm tias lub quarter thib plaub muag muag thiab kev sib xyaw ua ke ntawm tes ntawm sluggish ntiaj teb kev lag luam kev loj hlob.

Microsoft CEO Satya Nadella hais lus thaum lub ntsiab lus tseem ceeb tshaj tawm kev sib koom ua ke ntawm ChatGPT rau Bing ntawm Microsoft hauv Redmond, Washington, thaum Lub Ob Hlis 7, 2023. - Microsoft lub tshuab tshawb nrhiav Bing tau ntev yuav sib koom ua ke cov peev txheej muaj peev xwm ntawm cov lus siv dag zog, CEO Satya Nadella hais tias, tshaj tawm qhov nws hu ua lub sijhawm tshiab rau kev tshawb nrhiav online. (Duab los ntawm Jason Redmond / AFP) (Duab los ntawm JASON REDMOND / AFP ntawm Getty Images)

Microsoft CEO Satya Nadella hais lus thaum lub ntsiab lus tseem ceeb tshaj tawm kev koom ua ke ChatGPT rau Bing ntawm Microsoft hauv Redmond, Washington, Lub Ob Hlis 7, 2023. (Duab los ntawm JASON REDMOND / AFP ntawm Getty Images)

C3.ai (AI) tau nthuav tawm cov cuab yeej tshiab nyob rau lub Ib Hlis lig los txhawb kev tsim tawm AI rau kev lag luam. Nws cov khoom lag luam tau tawg 129% xyoo no.

Qhov kev zoo siab tau dhau mus rau hauv ntau lub npe AI xws li SoundHound (SOUN) thiab BigBear.ai (BBAI), raws li Yahoo Nyiaj Txiag Julie Hyman qhia.

"Cov lus nug yog: Hauv qee qhov chaw yog [kev yuav khoom] dhau lawm vim tias tib neeg txhua tus ntws mus rau hauv cheeb tsam ib zaug?" Rieder hais tias. "Kuv tsis xav tias qhov no zoo ib yam li qhov tshwm sim xyoo tas los [hauv cov khoom meme]. Qhov ntawd yog qhov tseeb speculation thiab overzealousness. "

Qhov tsuas yog AI ua si raug tso tawm ntawm kev npau taws yog cov tsiaj ntawv muaj zog (GOOG, GOOGL).

Yahoo Nyiaj Txiag Dan Howley qhia uas Alphabet tso tawm tus tswv tsev tshiab AI-powered nta rau nws Kev Tshawb Fawb, Maps, thiab Lens apps rau hnub Wednesday.

Txawm li cas los xij, Google Tshuag poob ntau dua 7% raws li kev lag luam yav tav su thaum cov tub ua lag luam pom Alphabet dheev tom qab Microsoft hauv kev sib tw ntxiv AI los tshawb nrhiav.

"Microsoft zoo nkaus li qhov chaw zoo kom tau txais qee qhov sib koom nrog kev nkag mus rau cov qauv AI / kev tsim kho tshiab (ntawm OpenAI), muaj 'tsis muaj dab tsi los poob' pib ua lag luam thiab 'koj cov paj tau paj yog kuv txoj hauv kev' kev xav txog kev lag luam thoob plaws lub lag luam tshaj tawm, "Citi Tus kws tshuaj ntsuam Tyler Radke tau sau rau hauv daim ntawv thov tus neeg siv khoom.

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Brian Sozzi yog ib qho editor-at-large thiab thauj tog rau nkoj ntawm Yahoo FinanceCov. Ua raws li Sozzi ntawm Twitter @BrianSozzi thiab nyob rau LinkedIn.

Nyem rau ntawm no rau cov xov xwm tshiab tshaj tawm kev lag luam thiab kev txheeb xyuas qhov tob, suav nrog cov xwm txheej uas txav cov khoom lag luam

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Tau qhov twg los: https://finance.yahoo.com/news/why-the-ai-stock-rally-isnt-another-meme-craze-according-to-a-top-investor-193843100.html