AI 的长期受益者

投资者摘要中性

质疑超大规模云厂商因高AI资本开支遭抛售是否合理，及其长期收益是否已反映在估值中。

看多要点

超大规模云厂商很可能是其大规模 AI 基础设施投资的最终长期受益者。
当前市场对超大规模云厂商的抛售可能是对短期资本开支担忧的过度反应。

看空要点

超大规模云厂商正因市场对高 AI 资本开支的抨击而经历显著的股价下跌。
投资者正积极从超大规模云厂商轮动至半导体等短期 AI 受益标的。

AMZN GOOGL MU SNDK NBISAI 资本开支半导体

帖子正文

Recently hyperscalers like Msft, Meta, Amazon and Google has been going through lots of bashing for their high capex spending and ultimately loosing their prices. Plenty of people have sold and are selling them to invest in the probable short term beneficiaries of this capex semi/AI stocks like MU, SNDK, Hynix, NBIS

So, are these hyperscalers spending capex by risking their current drop in prices for nothing? If they're not gonna benefit from AI in long term then who's long term beneficiary of AI?

If they are the beneficiaries then is that priced in their current valuations?

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