当木头姐嫌弃英伟达贵而错失这轮AI浪潮的时候

AI时代，必须要有伟大的公司？

我觉得能捕捉每一个风口就是不容易的事情，所以大家觉得讲究科技创新的木头姐为什么要出来解释说，因为英伟达觉得贵卖掉来捍卫自己的投资理念的时候，大家一定也跟我一样觉得说，什么时候木头姐会在乎估值了？当年市梦率的特斯拉你在乎过？所以，这种解释大家应该也是听不进去的，还是想想怎样重新上车吧。

视频还包括，AI时代，那些公司是伟大的必须要有的公司

0:00 节目开始

0:13 AI热潮但木头姐CathieWood错过了/ARK Innovation ETF(ARKK)英伟达(NVDA) $ARK Innovation ETF(ARKK)$ $英伟达(NVDA)$

6:16 零售投资者未大举进入AI，因还未商业化？百度(9988)

9:43 等AI套用到ERP及SaaS层面会更好/谷歌(GOOG) $谷歌(GOOG)$

11:28 AI概念还有什么选择？开发AI工具公司/数据科技公司/强化AI安全公司

14:58 半导体指数ETF(SOXX)不买因为有英特尔(INTC)/英伟达(NVDA)暂时不追 $iShares费城交易所半导体ETF(SOXX)$

17:12 半导体选AMD、NVDA、TSM

19:28 英伟达(NVDA)/黄仁勋赌对边

23:18 港股跌穿18000是时间问题 $恒生指数(HSI)$

英伟达破万亿！C3.ai财报能否助燃AI？

AI热度不减。周二， C3.ai收涨超过33.4%，领跑一众人工智能股票。英伟达在上周公布财报后连涨连续三个交易日、且三日创股价历史新高，周二盘中市值突破万亿美元大关，收涨3%，收盘时略低于1万亿美元。C3.ai将于美东时间5月31日美股收盘后公布2023财年第四季度业绩。作为AI领军者，C3.ai能否为AI热潮再添把火？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

俯瞰繁华
2023-06-01
俯瞰繁华
迫不及待地期待AI能带来一些好消息，让我们看到更多创新和突破
微微流年
2023-06-01
微微流年
AI的发展前景还是很好的，我相信它会改变很多行业的未来
牛回速速归
2023-06-01
牛回速速归
听起来我应该找个机会买入了！这个AI热潮可是不能错过的
黑天鹅本人
2023-06-01
黑天鹅本人
这个AI概念有点意思啊！我一定会关注下
你懂的盼
2023-06-01
你懂的盼
我觉得这个AI概念还有很大的潜力

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