Goldman Sachs reiterates the "AI Trading Four Stages": the second stage of "AI Infrastructure" is already mature, don't overlook the application of the third stage.
As the most clear beneficiaries of AI, nvidia belongs to the "first stage", the "second stage" includes companies focusing on AI infrastructure, the "third stage" focuses on companies with the potential to monetize AI through incremental revenue generation, and the "fourth stage" is mainly for companies with the greatest profit potential in the widespread adoption and productivity improvement of AI.
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Where has overseas AI trading reached? Goldman Sachs: Profit rather than valuation is driving the market, platform-type companies need to focus on the future.
Goldman Sachs divides AI-related investments into four main stages, and believes that AI trading has now entered the second stage, where the company's profitability will gradually become the main driver of stock price increases. In the third stage, AI-driven revenue growth may be difficult to achieve in the short term, but platform stocks may stand out.
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