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2026 starts with this post!Gate 2025 Year-End Gala Square TOP50 List Announced!
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Goldman Sachs' second phase of AI deals will focus on building AI infrastructure, including semiconductor companies, cloud service providers, data centers, hardware and equipment manufacturers, security software companies, and utility companies. These companies provide the necessary hardware and service platforms for the development of AI technology. In particular, the report mentions fabs and integrated equipment manufacturers (IDMs), as well as security software companies, as attractive due to their strong expected EPS growth and modest valuations. In addition, utilities may have investment value because analysts and investors have not fully priced their potential AI opportunities.
There are two kinds of investment behaviors in the currency circle, one is value investment, the other is hot investment, value investment looks at development, hot investment looks at smell, what do you belong to? #oort
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