Observation of the US stock earnings season: investors have shifted their focus from heavy concept-based AI stocks to focusing on performance.
With the slowdown in profit growth, investors are no longer moved by the promises of ai. They want to see results.
Defiance ETFs Announces Transition of QTUM and SIXG From NYSE Arca to Nasdaq
BlackRock: Maintaining an overweight position on the themes of technology and AI.
Blackrock stated that in the short term, a few winners in artificial intelligence will bring investment returns in terms of tactical configuration, so they continue to maintain an overweight view on technology and ai themes.
IDC: The market for industrial AI quality inspection solutions (excluding hardware) is expected to reach US$1,335 billion by 2026
The market for industrial AI quality inspection solutions (excluding hardware) reached US$270 million in 2022, with a growth rate of 27.4%. The overall market is expected to reach $1,335 billion by 2026.
Despite Revenue Dip, Nokia's Q1 Net Profit and Technology Patents Fuel Growth
Goldman Sachs: In the first year after the “AI revolution”, less than 5% of companies used it, but the efficiency of early users improved significantly
Goldman Sachs pointed out that although AI is not yet popular, data shows that AI can greatly improve production efficiency. Academic research and business cases have shown an average increase of 25% in labor productivity after adopting AI.