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高盛更新AI生产力受益者股票名单！eBAY、爱彼迎、波音等在列

智通财经APP获悉，在第二季度财报季后，华尔街金融巨头高盛集团更新了其潜在人工智能生产力受益者股票筛选名单，重点关注罗素1000指数成份股中劳动密集度较高、且对AI自动化敞口较大的公司。此外，高盛同时剔除了其AI基础设施或AI颠覆风险股票篮子中的公司。因此，投资者目前仍然更加关注AI基础设施受益者。

高盛更新AI生产力受益者股票名单！eBAY、爱彼迎、波音等在列

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href=\"http://www.zhitongcaijing.com/content/detail/1480986.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fab3e6da33eab070d39ea5ddbb760010","relate_stocks":{"LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","FOWF":"Pacer Solactive Whitney Future of Warfare ETF","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","ABNB":"爱彼迎","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","AIPO":"Defiance AI and Power Infrastructure ETF","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU1854103824.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) INC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IDEF":"iShares Defense Industrials Active 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ETN"},"source_url":"http://www.zhitongcaijing.com/content/detail/1480986.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2660480891","content_text":"在第二季度财报季后，华尔街金融巨头高盛集团更新了其潜在人工智能(AI)生产力受益者股票筛选名单，重点关注罗素1000指数成份股中劳动密集度较高、且对AI自动化敞口较大的公司。据悉，该筛选模型根据两项指标对各行业内的公司进行排名：一是人工成本占销售额的比例，二是其工资总额中可被AI自动化的部分占比。其中，第二项指标基于Revelio提供的职业层面数据。要进入筛选名单，股票必须在所在行业的上述两项指标中均排名前50%，并且公司必须在第二季度或第一季度财报电话会议上，曾在生产力或效率语境下提及AI。此外，高盛同时剔除了其AI基础设施或AI颠覆风险股票篮子中的公司。此次更新是在第二季度财报季之后进行的。高盛发现，企业采用AI对盈利的影响仍然较为有限。虽然标普500指数成分股中有65%的公司提到了AI，其中46%的公司是在生产力或效率的语境下讨论AI，但只有11%的公司量化了AI在某一具体应用场景中的影响，而真正量化AI对盈利影响的公司仅占2%。高盛表示，该股票篮子中的公司都曾在财报电话会议上讨论AI生产力相关举措，但目前尚未展现出由AI应用推动的具有实质意义的盈利增长轨迹。因此，投资者目前仍然更加关注AI基础设施受益者。以下是高盛更新的AI生产力受益者股票筛选名单：","news_type":1,"symbols_score_info":{"IDEF":0.6,"BOED":0.6,"ABNG":0.6,"JETU":1.5,"ABNB":2.1,"FOWF":0.6,"GSX":0.6,"AWAY":0.6,"MISL":0.6,"AIPO":1.5,"CHAT":1.5,"ARTY":1.5,"BA":2.1,"BOEU":0.6,"PEJ":0.6,"PPA":0.6,"QTOC":1.5,"EBAY":2.1,"ITA":0.6,"VTHR":1.5,"CLIX":0.6,"AGIX":1.5,"ONLN":0.6,"NATO":0.6,"BOEG":0.6,"ABNY":0.6}},"isVote":1,"tweetType":1,"viewCount":89,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":29,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}