甲骨文燃起AI交易热情，中国AI硬件股也重拾动能_老虎社区_美港股上老虎

甲骨文燃起AI交易热情，中国AI硬件股也重拾动能

第一财经09-12 15:20

软件巨头甲骨文本周股价大涨令投资者对人工智能（AI）交易的乐观情绪重燃，甲骨文斩获多份巨额合同向投资者证明了AI驱动的云计算需求依然高涨，缓解了AI概念股估值过高的担忧。　　由于苹果和特斯拉股价下跌，传统的“美股科技七巨头”今年整体录得下跌。而截至周三，美股市值前八大的AI概念股已占据标普500指数权重的30%，并贡献了该指数今年涨幅的约一半。同样得益于这种AI交易情绪重燃，中国AI硬件股也重拾...

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href=http://finance.eastmoney.com/a/202509123512245358.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>软件巨头甲骨文本周股价大涨令投资者对人工智能（AI）交易的乐观情绪重燃，甲骨文斩获多份巨额合同向投资者证明了AI驱动的云计算需求依然高涨，缓解了AI概念股估值过高的担忧。　　由于苹果和特斯拉股价下跌，传统的“美股科技七巨头”今年整体录得下跌。而截至周三，美股市值前八大的AI概念股已占据标普500指数权重的30%，并贡献了该指数今年涨幅的约一半。同样得益于这种AI交易情绪重燃，中国AI硬件股也重拾...</p>\n\n<a 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enthusiasm for AI trading, and Chinese AI hardware stocks also regain momentum","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ORCL":1},"content_text":"软件巨头甲骨文本周股价大涨令投资者对人工智能（AI）交易的乐观情绪重燃，甲骨文斩获多份巨额合同向投资者证明了AI驱动的云计算需求依然高涨，缓解了AI概念股估值过高的担忧。　　由于苹果和特斯拉股价下跌，传统的“美股科技七巨头”今年整体录得下跌。而截至周三，美股市值前八大的AI概念股已占据标普500指数权重的30%，并贡献了该指数今年涨幅的约一半。同样得益于这种AI交易情绪重燃，中国AI硬件股也重拾动能，继续被看好。　　AI交易热情重燃　　甲骨文（ORCL.N）周三股价一度上涨36%，使其市值达到9220亿美元，向万亿美元市值俱乐部进军，周四收跌6.23%，但分析师普遍预计其股价调整后仍将上涨。　　Stock Trader Network的首席策略师迪克（Dennis Dick）表示：“在创纪录飙升后，买家略微疲惫，但逢低买入的投资者会重新出现。甲骨文的前瞻指引是如此令人难以置信，很难想象围绕于此的交易故事已经结束。”根据伦敦证交所（LSEG）的数据，分析师对该股的目标价中位数为342美元，较目前股价仍有约10%的上涨空间。甲骨文的股价今年已几乎翻番，使其成为标普500指数中表现最好的股票之一，击败 “美股七巨头”的涨幅。　　市场人士表示，甲骨文、博通、Palantir和其他AI相关企业今年的涨幅说明尽管投资者偶尔会因估值过高、交易过热而担忧，导致AI概念股出现回调，但AI仍逐渐主导美股市场。　　投资机构Chase Investment Counsel的总裁图兹（Peter Tuz）表示：“当投资者有点开始担心AI及其相关基础设施的增长放缓时，甲骨文公布了一个让所有人都震惊的数字，重新点燃了整个AI行业的火焰。这表明AI交易整体将再次占据美股主导地位。”　　Horizon Investment Services的首席执行官（CEO）卡尔森（Chuck Carlson）表示：“我对甲骨文的飙升幅度感到非常惊讶，这表明AI行业还有很多生命力，很多资金仍然愿意流入AI概念股。”　　甲骨文现在已跻身华尔街八大市值最高的AI企业之一。该名单中的其他企业包括AI芯片巨头英伟达、微软、Alphabet、博通、Meta Platforms、亚马逊、Palantir Technologies和甲骨文。英伟达今年已取代微软和苹果，成为全球最有价值的企业。自8月27日给出令市场不满的销售预测以来，英伟达股价下跌了约2%，但截至周四收盘，其市值仍达约4.3万亿美元。　　根据伦交所数据，上述八家企业股票目前已占标普500指数权重的近30%。AI概念股也是近几个月来该指数涨幅的最大贡献者，总计约占该指数今年迄今11%涨幅的一半。除甲骨文股价将近翻番外，Palantir股价年内也已飙升120%，博通股价上涨近60%。过去五个交易日，华尔街交易量最大的10家企业中有9家与AI相关。其中，英伟达以平均每天290亿美元的交易量位居榜首。 　　还值得一提的是，不同于此前一波AI热潮，近期的AI投资重燃还蔓延到科技相关领域外，提振了公用事业和电力设备企业的股价，因为这些公司需要满足激增的能源需求来推动AI技术发展。工业公司GE Vernova（GEV.N）和公用事业部门成员Constellation Energy（CEG.O）、Vistra（VST.N）和Vistra在过去一年中在AI热潮的推动下也录得大幅上涨。　　中国AI硬件股重拾动能　　不仅美股受到AI投资热情重燃的提振，中国AI硬件股也重拾动能。周四，半导体类股的强劲普涨扭转了上证综指早盘的跌势，推动该指数最终收高1.65%。创业板指数大涨5.15%，自2022年1月以来首次收于3000点上方。　　AI芯片设计商寒武纪(Cambricon Technologies)的股票一度飙升13%；中国芯片代工商中芯国际(SMIC)的股价一度上涨8.6%。另一家芯片开发商海光信息(Hygon Information Technology)股价也飙升20%，触及涨停。　　伴随甲骨文隔夜回调，上述股票和创业板指今日（12日）也小幅回调。　　中国股市、尤其是科技硬件股上周有所回调，此前曾在8月大幅上涨，背景是中国推动AI发展和芯片国产化。甲骨文的大型AI交易重振了市场情绪，并再次提振了中国投资者的信心。　　晨星(Morningstar)分析师李（Phelix Lee）表示，甲骨文对“AI推理”的强调尤为令市场感到兴奋。AI推理指使用经过训练的AI模型来生成内容的过程，这被认为代表AI技术的实际应用落地。　　盛宝(Saxo)首席投资策略师查纳纳（Charu Chanana）表示：“甲骨文惊人的AI储备订单为全球算力需求设定了更高的标杆。中国和其他亚洲区的硬件生态系统企业，在信号效应下也迅速乘势而上。当甲骨文和英伟达等美国科技领军企业显示AI需求仍在激增时，也意味着中国有理由加倍投入建设自己的AI算力。整个生态系统中的企业和股票都会受益。海光信息、寒武纪等本地芯片供应商，被投资者视为最佳投资标的。”（文章来源：第一财经）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}