AI热潮还远不及Meme狂潮，散户还在观望

智通财经2023-05-30

追踪美国散户交易流量的研究机构Vanda Research表示，AI股在近期的大幅上涨是由机构投资者推动的，而作为美股市场重要参与者的散户投资者并没有大举买入。智通财经APP获悉，追踪美国散户交易流量的研究机构Vanda Research表示，英伟达(NVDA.US)等人工智能(AI)股票在近期的大幅上涨是由机构投资者推动的，而作为美股市场重要参与者的散户投资者并没有大举买入。Vanda ...

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see","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/73dcf51cb79bf4ddaa182e2735eb9e85","symbols_score_info":{"ROBO":0.9,"BOTZ":0.9,"EFTR":0.9,"NVDA":0.9},"content_text":"追踪美国散户交易流量的研究机构Vanda Research表示，AI股在近期的大幅上涨是由机构投资者推动的，而作为美股市场重要参与者的散户投资者并没有大举买入。智通财经APP获悉，追踪美国散户交易流量的研究机构Vanda Research表示，英伟达(NVDA.US)等人工智能(AI)股票在近期的大幅上涨是由机构投资者推动的，而作为美股市场重要参与者的散户投资者并没有大举买入。Vanda Research在一份报告中指出：“我们内部的美股头寸显示，尽管最近出现了AI热潮，但散户投资者仍持观望态度。”此前，知名数据研究机构DataTrek Research表示，散户投资者尚未像在新冠疫情期间那样涌入AI股并助长泡沫狂潮，是因为他们仍在舔舐2022年股市崩盘的伤口。该机构认为，这最终可能意味着，随着散户投资者重返市场，这些AI股还有更多上涨空间。英伟达在上周公布的财报中预计，第二季度营收将达到110亿美元左右，较市场预期的71.8亿美元高出53%。这一乐观指引表明，全球企业布局AI将对英伟达业绩带来极大的提振。在这之后，英伟达的股价上涨了超过20%，带动该股今年以来累计上涨超166%。与此同时，Global X机器人与人工智能ETF(BOTZ.US)今年迄今上涨了33%，ROBO全球机器人与自动化指数ETF(ROBO.US)则上涨了19%。Vanda Research的高级副总裁Marco Iachini表示：“这种热潮似乎只引发了散户投资者买入的小幅增长，至少目前是这样。”“事实上，将新闻对人工智能股票的提及数量和ETF的散户投资者资金进行对比可以表明，散户投资者在买入这些股票之前会三思而行。”去年年底，随着与人工智能有关的新闻不断增多，流入股市的散户资金净额(按10天移动平均线计算)约为2.5亿美元。但自那以来，截至5月，流入股市的散户资金净额已放缓至约1亿美元。Vanda Research补充称，虽然ChatGPT的到来可能被视为一个具有变革性的黑天鹅事件，但与Meme股引发的股票交易现象相比，AI热潮仍然相对较小。Marco Iachini表示：“以Meme股热潮期间最受欢迎的两只股票——通用电气(GE.US)和AMC院线(AMC.US)——为例，并将它们与英伟达和AMD(AMD.US)这两大AI市场的巨头进行比较。结果显示，通用电气和AMC院线在2021年的两次Meme股峰值期间吸引了更多的散户资金量。”Vanda Research还表示，吸引散户资金的“唯一一只类似于通用电气的股票”是AI企业软件公司C3.ai(AI.US)，但散户投资者一直克制着不去追逐该股。该机构表示，这是另一个散户投资者持谨慎态度的标志。Vanda Research称，总体而言，散户投资者在过去一年的大部分时间里一直是股市的支柱，但他们在股市的参与度普遍下降。今年早些时候，散户投资者在美股市场的日均交易额达到了创纪录的15.1亿美元，而截至5月份，这个数字已经下降到了3.9亿美元左右。Vanda 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