뱅크오브아메리카에 따르면 9,000억 달러 규모의 AI 붐에 투자할 수 있는 상위 20개 종목을 추천합니다.
Artificial intelligence could be close to a trillion-dollar business globally in the next decade
**인공지능(AI)은 바이럴 챗봇( viral chatbot )ChatGPT의 데뷔 이후 주류로 자리 잡았습니다.
**뱅크 오브 아메리카는 2026년까지 AI의 가치가 전 세계적으로 9,000억 달러에 달할 것으로 예상합니다.
**Here are the 20 best stocks to buy for exposure to AI, according to Bank of America.
인공지능(AI)은 우리 시대의 가장 혁신적인 기술 중 하나로 빠르게 부상하고 있습니다. 챗봇과 자율 주행 자동차에서 예측 분석과 사기 탐지에 이르기까지 AI는 이미 비즈니스 세계에 혁명을 일으키기 시작했습니다.
점점 더 많은 기업이 AI의 힘을 활용하여 운영을 개선하고 효율성을 높이며 경쟁 우위를 확보하고자 노력함에 따라 이 기술은 향후 몇 년 동안 비즈니스 성공의 중요한 원동력이 될 것입니다.
앞의 두 단락은 소셜 미디어를 강타한 OpenAI의 화제의 AI 챗봇인 ChatGPT가 작성한 글입니다. 이 챗봇은 또한 이 신생 기술과 관련된 주식에 대한 열광적인 투자 열풍을 불러일으켰으며, 일부 분석가들은 AI의 최근 급속한 성장이 이제 막 시작되었다는 결론을 내리고 있습니다.
뱅크 오브 아메리카는 AI 혁명과 이를 통해 투자자가 이익을 얻을 수 있는 방법에 대해 가장 최근에 발표했습니다. 이 월스트리트의 거대 기업은 전 세계 AI 시장이 매년 19%씩 성장하여 2026년에는 9,000억 달러, 즉 2022년 시장 규모의 두 배에 달할 것으로 예측하고 있습니다.
**<AI 붐으로 이익을 얻을 주식 20가지>**
뱅크 오브 아메리카의 애널리스트들은 최근 ChatGPT가 이른바 AI의 민주화를 이끌었다고 말했습니다. 즉, AI는 수년 전부터 존재해 왔지만 ChatGPT는 아이폰이 스마트폰 채택을 촉진하는 데 도움을 준 것과 유사하게 AI를 주류로 만들었습니다.
EMEA 주식 리서치 책임자인 에릭 로페즈가 이끄는 4명의 BofA 연구원이 2월 28일 발표한 메모에 따르면 20개 기업이 AI의 폭발적인 성장으로 가장 큰 혜택을 볼 것으로 예상됩니다. 아래는 중립 등급을 받은 두 기업을 제외하고 모두 매수 등급을 받은 기업들입니다: Adobe와 Apple. 각 기업의 시세, 미국 달러 기준 시가총액, 현지 통화로 표시된 목표주가, 해당 기업을 담당한 BofA 애널리스트의 논평이 함께 제공됩니다.
Commentary: "Adobe leverages its AI engine, Adobe Sensei, to power new AI features across its different product lines. Many of these new AI features, especially for Creative Cloud products, represent a potential paradigm shift in the day-to-day workflow of content creators and could also lower the barrier to entry for basic content creation."
Commentary: "GPUs [graphics processing units] are essential to AI because of the need for high-speed data processing. Advantest has a large share of the GPU tester market. Advantest is positioned to benefit from the GPU market growth driven by the broader adoption of AI."
Commentary: "Alchip is a pure design service firm that focuses on leading-edge chip design, for cloud/internet companies as well as upstarts in AI area. Revenue mix-wise, the company has a high exposure to HPC and advanced process."
Commentary: "AI is the common thread that runs through Alphabet's search and advertising, cloud, autonomous driving, healthcare, and a host of the Other Bets. Since 2016, AI has become the company's focus across its investments, acquisitions, and internal spending. Alphabet continues to invest heavily in its machine learning capabilities in both R&D and capex. The company has also launched two funds dedicated solely to AI: Gradient Ventures and the Google Assistant Investment Program."
Commentary: "Appier is an AI software company providing a highly sophisticated and advanced AI marketing platform enabling companies to leverage internal data for advanced consumer online marketing and improve ROI on marketing spend. It currently has four core products (CrossX, AiDeal, AIQUA, AIXON) each addressing different parts of the online marketing funnel. AI/ML is at the core of Appier's platform core competency allowing its customers to achieve high and predictable marketing ROI."
Commentary: "Google is currently the default search engine for iOS devices, and we estimate that Apple receives c.$20bn (F'22) from Google. The advent of ChatGPT/AI into the Bing search engine calls Google's search dominance into question. There are different scenarios Apple can pursue."
Commentary: "Arista develops high-performance cloud networking solutions and leads in high-throughput data center switches, which are required to interconnect the processing power needed for compute-intensive AI workloads."
Commentary: "ASML lithography tools are critical to the manufacturing of AI chips. There is no alternative equipment other than ASML EUV machines to make the advanced processors that train algos for AI/ML applications."
Commentary: "Baidu, along with other leading Internet companies in China, has been using AI to enhance its products, operation, and business opportunities for years. Baidu announced its plan to complete internal testing of ERNIE ('Enhanced Representation through Knowledge Integration'), an AI-based chatbot, in March 2023 and open for public use in its search application."
Commentary: "HOYA is a major supplier of EUV [extreme ultraviolet] mask blanks, which are used in the manufacturing process for leading-edge IC chips for AI and other applications, using EUV lithography. HOYA has a dominant market share in EUV mask blanks, supplied to TSMC and Samsung."
Commentary: "Meta started investing heavily in GPUs in 2022 to build an AI Supercomputer that will aid in distribution of creator content. The company also changed its news feed algorithm to increasingly feature Reels content and introduced 'discovery engine,' an AI/ML system that increased the relevancy of content shown to users. The new discovery engine should improve user engagement and targeting by better interpreting interests and signals interpreted by the AI."
Commentary: "Natural Language presents one of many AI opportunities for Microsoft. We believe Microsoft is one of the few companies with the three key components required to build, manage and monetize AI models: 1) compute scale (via Azure and O365), 2) data scale (public cloud infrastructure and desktop applications) and 3) data management/engineering expertise (SQL, Synapse, Sentinel etc.). Microsoft has demonstrated recent success with AI-driven offerings."
Commentary: "Nice is a leader in the customer engagement and financial compliance and crimes compliance market. In the customer engagement market, Nice's Contact Centre as a Service product allows omni-channel routing, workforce optimization and AI/ML analytics. In the financial crime market, Nice leverages AI to optimize workflow and detect/prevent money laundering and fraud."
Commentary: "Nvidia is leading the AI arms race with its fullstack of accelerated silicon/systems/software/developers, positions it uniquely to lead the nascent generative AI arms-race among global cloud and enterprise customers. NVDA has a strong acceleration presence in terms of GPU penetration across supercomputers (necessitating highest computational requirements)."
Commentary: "Palantir Technologies is a beneficiary of rapidly growing demand for AIplatforms in both commercial and government end-markets. Palantir's dominant position in the AI-powered software market, differentiated end-to-end & highly secure solutions and first-mover advantages support continued penetration in the expanding market of AI-powered data solutions across national security and federal civilian agencies as well as highly regulated corporations."
Commentary: "Qi An Xin is the largest cybersecurity company in China in terms of revenue, with a 9.5% of market share in China in 2021. Qi An Xin is training its proprietary ChatGPT-like security model based on ChatGPT-related technologies and its massive self-accumulated security knowledge and data. Situational awareness is one of the key platform-level products in the active defense system for Qi An Xin, which has strong growth potential."
Commentary: "RELX is a c.€60bn market cap global provider of information-based analytics and decision tools to professional and business customers across several different end markets. Its differentiating factor is the marriage of technology and data/information — it leverages 10,000 tech employees and an annual $1.6bn technology spend, alongside market-leading positions and deep sector expertise."
Commentary: "AI helps SAP deliver insights to its customers, leveraging the data SAP gathers on internal accounting, finance, HR, supply chain or industrial processes. Customers can deploy custom or pre-trained AI models tailored to their industry. SAP has been ranked #3 in the 'world's most AI-forward SaaS companies' after Adobe and Salesforce (Omdia)."
AI is a key growth area for Shutterstock in 2023. Key commentary from 4Q22 earnings was the launch of an AI image generative platform in January and new AI partnerships formed with Meta, LG, and OpenAI in 4Q."
Commentary: "TSMC is the key enabler for AI as it helps realize the most advanced chip-design, via its solid stance in leading edge process and advanced packaging. TSMC is the main fabricator of artificial intelligence (AI) chips, with its strong technology leadership, large-scaled capacity, stable yield rate and trustworthy supply support in advanced process node, i.e., 7nm and below. The 'foundry' business can help put chip design into realization for everyone in the area of AI."
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