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CNBC AI · 2026/8/3 12:54:46
Worried about AI jitters? Deutsche Bank says this tech subsector may offer some protection

Worried about AI jitters? Deutsche Bank says this tech subsector may offer some protection

AI 中文解读
人工智能投资如今像坐过山车,让不少投资者心里发慌。德意志银行却指出,被冷落多时的软件股或许是个不错的“避风港”,能对冲芯片股上蹿下跳带来的风险。 眼下AI投资进入新阶段,市场不再闭眼追捧所有科技巨头,而是开始精挑细选谁真能把AI变成真金白银。Meta、亚马逊、谷歌和微软这四家云巨头自2023年起砸了约1.1万亿美元搞AI,今年预计还要投7500亿。但问题在于,投入巨大,看得见的收入却还没跟上,这让科技股整体气氛紧张。分析师打了个比方:AI产业链上的云厂商、AI公司和数据中心你投我、我投你,关系盘根错节,像竖起的多米诺骨牌,一个小闪失就可能连锁倒塌。 对普通人来说,这则消息有两层意义:如果你在关注科技股理财,软件板块或许比芯片股更抗跌;而大厂们在AI上烧钱竞赛,长远看会加速AI产品落地,我们日常用到的AI服务可能越来越强大、越来越便宜。不过专家也提醒,AI系统本身风险不少,投资仍需谨慎。
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