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Komentator Keuangan Terkenal Cramer

Fenghuang Wang Keji xun Beijing shijian 2 yue 27 ri, gen CNBC baodao, Yingweina de qiangjian caibao qingchu di biaomian, gai gongsi reng wen zuo AI xinpian longtou de baozuo. Na me, wei shen me gai gongsi gupiao reng zai zhou si de jiaoyi zhong xiajiang ne?

Zhi zhou si shoupan, Yingweina gupiao xiajiang 5.5%, bao shou yu 184.89 meiyuan, jin nian qiji gupiao jiben chengping.

CNBC zhiming caijing pinglun yuan Jim Cramer biao shi, yuanyin shi touzizhe danxin, Yingweina zui da kehu wufa jixu yi ruci xunong de sudu zhichu, chuyi ta men kaishi kan dao ziji zai AI fangmian de nuli da kuai zengzhang.

“You yi zhong kanfa shi, women zhenzheng guanxin de huozhe yinggai guanxin de, shi Yamaun jie le duoshao qian, Weiruan jie le duoshao qian, Meta jie le duoshao qian, yi ji tamen zuihou hui bu hui zhuan bu qian?” Cramer zhou si zai “Hua Er Zhai Zhi Bo Shi” (Squawk on the Street) jiemu zhong biaoshi.

Cramer zhi chu, “Zhe shi dui Yingweina kehu de huaiyi, er bu shi dui Yingweina ben shen de huaiyi.” Yamaun, Weiruan, Meta he Guge mǔ gōng Alphabet tongchang bei cheng wei chaoji guimo yunfuwu shang, tamen zai zuijin de cai bao zhong gongbu chao yu yuqiqi de ziben zhichu zhanwang. Zhe xie gongsi jin nian de zong zhichu yujing yue wei 7000 yi mei yuan.

Yingweina gupiao xiajiang chao 5%

Ran er, ru ci jiji de zhichu jihua zheng zai duì tamen de ziyou xianjin liu zhaozao yali. Ziyou xianjin liu zhao zhi, shi gongsi zai zhifu ge ge kaizhi bing goumai shebei hou shengyu de zijin, ke yong yu huanzhang zhaiwu, zhifu guxi, huigou gupiao yi ji touzi yu zengzhang.

Gen Ju FactSet huizong de Hua Er Zha yujing, Yamaun zai 2026 nian de ziyou xianjin liu yujing jiang bian wei fuzhi. Alphabet de ziyou xianjin liu yujing jiang tongni xiangxia 64%, dao 260 yi mei yuan. Meta de ziyou xianjin liu yujing jiang xiangxia 86%, dao 61 yi mei yuan. Weiruan you xiangdui de shili. Gen Ju FactSet de shuju, zai zhe nian 6 yue jie zhi de cai nian, fenxi jia yue yujing qi de ziyou xianjin liu yu qu ni tongqi da zhi 713 yi mei yuan.

在 zhou san wan shang de cai bao dianhua huiyi shang, Yingweina CEO Huang Renxun bei wen jiushi kehu neng fou jixu zengjia ziben zhichu. “Wo dui tamen de xianjin liu zengzhang chongman xinxin,” ta biaoshi, “Yuan yin hen jiandan. Women xianzai yijing kan dao zhihui ti AI de zhuan zheng dian, yi ji zhi hui zai quanqiu ge diqi yewu zhong de yingyong jiazhi. Zheng yin ci, ni kan dao le jingyan de jisuan xuqiu. Zai zhe ge AI xin shijie li, suanli ji shouru. Women zheng zai shengcheng neng gou yingli de token, zhe xie token dui kehu you chengxiao, dui yun fuwu tigong shang ye you li keyi.”

Cramer biaoshi, guigen jie, zhou si de gupiao bo dong keyi guizhi wei: “Kehu bie wu xuanze. Tamen bixu hua qian. Ran hou ni keneng hui shuo, dan tamen keneng mei you zuyu de qian. Hao ba, hui chuxian zhe yang yi ge jiedu: Tamen you shouru, dan mei you lirun. Dan tamen dou bu gan bu hua qian.”(Zuo zhe / Xiao Yu)