现在这种巨头不断上调_老虎社区_美港股上老虎

现在这种巨头不断上调capex指引的环境里，那些不肯上调25、26年业绩指引的公司，得好好琢磨琢磨，到底是管理层进取心不够，还是在产业链里的位置不行 $Arista Networks, Inc.(ANET)$

11月第一周，多家AI应用股财报将陆续发布： 1）AI核心/基础模型应用类：Palantir (PLTR) 、Tempus AI (TEM) 、Zeta Global (ZETA) 、SoundHound AI (SOUN) ； 2）电商与营销AI：Shopify (SHOP) 、Pinterest (PINS) 、The Trade Desk (TTD) 、Klaviyo (KVYO) 、HubSpot (HUBS) ； 3）云计算与AI基础设施：Datadog (DDOG) 、Cloudflare (NET) 、Fastly (FSLY) ； 4）医疗与个护AI：Hims & Hers Health (HIMS) 、Doximity (DOCS) ； 5）内容与创意AI：Unity Software (U) 、Figma (FIG) 、Duolingo (DUOL) 、Snap (SNAP) 、AppLovin (APP)等。 AI商业化落地，有你关注的公司吗？本周财报，哪家有机会大涨？

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