<p>季度財報季正式進入高潮。在大約六週的時間裏，美國大多數最重要的上市公司將向華爾街和投資者披露他們上個季度的運營業績。</p>
<p>儘管企業利潤增長對於歷史上價格昂貴的股市的成功至關重要，但財報季並非投資者明智監控的唯一重要數據發佈。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTQ2NzkvbW9uZXktbWFuYWdlci1zdG9jay1jaGFydC12b2x1bWUtYnV5LXNlbGwtaW52ZXN0LWdldHR5LmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTQ2NzkvbW9uZXktbWFuYWdlci1zdG9jay1jaGFydC12b2x1bWUtYnV5LXNlbGwtaW52ZXN0LWdldHR5LmpwZyZ3PTcwMA"/></p>
<p>圖片來源：Getty Images。</p>
<p>8 月 14 日是機構投資者提交 13F 表格給美國證券交易委員會的截止日期，要求資產管理規模至少 1 億美元。這一提交為投資者提供了華爾街最傑出和最成功的資產管理者在最新季度（本例中為第二季度）買賣的快照。</p>
<p>誠然，13F 表格有一個缺點——在季度結束後的 45 個日曆日內提交，這意味着對於活躍的對沖基金來説，它們可能提供過時的信息。儘管存在這一缺陷，它們仍然可以為投資者提供關於華爾街領先資金管理者感興趣的股票、行業、部門和趨勢的寶貴線索。</p>
<p>除了 <strong>伯克希爾哈撒韋</strong> 的傑出 CEO 沃倫·巴菲特，另一位備受關注的億萬富翁資金管理者是 Susquehanna International Group 的聯合創始人兼董事總經理 Jeff Yass。</p>
<p>Susquehanna 截至 6 月底的資產管理規模達到 5370 億美元，持有數千個股票，包括各種認購和認沽期權。然而，根據 Susquehanna 的 13F 表格，在截至 6 月底的季度中，Yass 及其團隊在人工智能（AI）領域的行動最為引人注目。</p>
<h2>Yass 的 Susquehanna 拋售了超過 5200 萬股英偉達</h2>
<p>可以説，沒有任何一家上市公司比 <strong>英偉達</strong>（NVDA 4.14%）更多地推動了華爾街主要股指創下新高，或推動了人工智能革命。自 2022 年底以來，英偉達的市值已從 3600 億美元飆升至截至 10 月 18 日收盤時的 3.39 萬億美元。</p>
<p>儘管英偉達的圖形處理單元（GPU）被認為是企業監督生成式 AI 解決方案和訓練大型語言模型的無可爭議首選，但並非所有億萬富翁資金管理者對其未來持樂觀態度。</p>
<p>在第二季度，Yass 的基金拋售了 5249.7275 萬股英偉達股票，這使其持股比例從 3 月底季度減少了 73%。請注意，英偉達在 6 月 7 日交易結束後完成了一次歷史性的 10 對 1 前向股票分割，上述股數已經根據此次分割進行了調整。</p>
<p>儘管獲利了結可能是這一賣出活動的一個合理且相對温和的解釋，但也有一些明顯的風險因素可能迫使 Susquehanna 在截至 6 月底的季度內大舉拋售英偉達股票。</p>
<p>潛在的賣方催化劑中排名第一的是歷史。自上世紀 90 年代互聯網問世以來，我們見證了許多具有顛覆性的技術和創新的出現。儘管許多這些下一個大事件趨勢提供了令人瞠目的可尋址市場，但它們唯一的確定性是早期階段的泡沫破裂事件。</p>
<p>三十年來，投資者一再高估了新技術、創新或趨勢被消費者和/或企業採納和利用的速度。當這些高遠的期望不可避免地未能實現時，音樂停止，泡沫破裂。由於大多數企業缺乏明確的計劃來實現其人工智能投資併產生正回報，投資者似乎高估了人工智能的早期階段實用性。如果人工智能泡沫破裂，英偉達很可能會受到重創。</p>
<p>監管機構也沒有給英偉達帶來好處。美國限制了該公司高性能 AI-GPU 向中國的出口，而中國是英偉達的主要市場之一。</p>
<p>Yass 及其團隊可能也擔心競爭壓力對英偉達的定價能力和利潤率造成影響。除了外部競爭對手推出芯片外，英偉達四大最重要的客户按淨銷售額計算都在為其數據中心開發 AI-GPU。由於英偉達的 AI-GPU 積壓嚴重且價格遠高於這些內部芯片，華爾街的人工智能寵兒可能會失去未來訂單。</p>
<p>然而，儘管 Susquehanna 的最聰明的頭腦，包括 Yass 在內，忙於拋售英偉達股票，他們卻在大舉投資另一家人工智能領域的關鍵公司。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTQ2NzkvZGF0YS1jZW50ZXItZW5naW5lZXItZ3B1LWFydGlmaWNpYWwtaW50ZWxsaWdlbmNlLWFpLWNsb3VkLXNlcnZlci1nZXR0eS5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTQ2NzkvZGF0YS1jZW50ZXItZW5naW5lZXItZ3B1LWFydGlmaWNpYWwtaW50ZWxsaWdlbmNlLWFpLWNsb3VkLXNlcnZlci1nZXR0eS5qcGcmdz03MDA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>Yass 正在大舉投資為 AI 加速數據中心提供支持的網絡公司</h2>
<p>儘管 Yass 的基金在第二季度增加了超過 4600 個頭寸，但真正引人注目的是 Susquehanna 對人工智能網絡巨頭 <strong>博通</strong>（AVGO 0.06%）現有持股的大幅增加。</p>
<p>在截至 6 月底的季度中，Yass 監督了對博通 234.75 萬股的購買，這使 Susquehanna 的持股增加了 73%，達到 558.259 萬股。博通也進行了一次 10 對 1 的股票分割，但是是在 7 月中旬進行的。</p>
<p>毫無疑問，人工智能是博通預計今年銷售增長 44% 的重要原因。該公司的網絡解決方案被企業依賴，以連接成千上萬的 GPU，以最大化其計算能力並減少尾部延遲。博通的解決方案對支持以人工智能驅動的軟件和系統的瞬時決策至關重要。</p>
<p>儘管博通的股票和運營表現如果人工智能泡沫破裂將會受到影響，但英偉達和博通之間的一個重要區別在於它們的營收渠道。儘管英偉達絕大部分銷售額和最近的增長與其人工智能硬件相關聯，但人工智能仍然只佔博通淨營收的少數部分。</p>
<p>博通長期以來的主要利潤驅動因素一直是其與全球智能手機行業的聯繫。它提供各種無線芯片和配件用於下一代智能手機。隨着無線運營商擴大 5G 覆蓋範圍，博通受益於穩定的設備更替週期。</p>
<p>除了在智能手機領域是一個顯著的參與者外，博通還開發用於工業設備和機器人的光學傳感器，用於下一代汽車的連接和 LED 解決方案，以及網絡安全解決方案等等，這只是其其他營收渠道中的一部分。</p>
<p>基於這一點，公司管理團隊並不害怕偶爾進行收購以擴大其業務範圍並增強跨銷售機會。博通於 2019 年收購賽門鐵克企業安全業務，打開了高利潤網絡安全服務的大門，而其於 2023 年 11 月斥資 690 億美元收購基於雲的虛擬化軟件提供商 VMware，將增強公司的私有和混合雲戰略。</p>
<p>對於博通來説，產品和服務組合更加多樣化似乎是吸引 Susquehanna International 的億萬富翁聯合創始人 Jeff Yass 的誘餌。</p>

博通

<p>億萬富翁 Jeff Yass 出售了 Susquehanna 在英偉達公司 73% 的股份，拋售了超過 5200 萬股，原因是對人工智能市場的可持續性和監管挑戰感到擔憂。儘管英偉達在人工智能領域扮演着重要角色，但 Yass 的基金將焦點轉向了博通公司，通過購買超過 230 萬股，增加了 73% 的持股比例。這一舉動反映了人工智能領域內的戰略轉變，突顯了科技投資中不斷演變的動態，尤其是在財報季臨近之際</p>

<p>Earnings season is officially kicking into high gear. Over the span of roughly six weeks, a majority of America's most-important publicly traded companies will spill the beans to Wall Street and investors regarding their operating performance over the prior quarter.</p>
<div class="lb-trans"><p>季度財報季正式進入高潮。在大約六週的時間裏，美國大多數最重要的上市公司將向華爾街和投資者披露他們上個季度的運營業績。</p>
</div><p>While corporate profit growth is vital to the success of a historically pricey stock market, earnings season isn't the only important data release investors would be wise to monitor.</p>
<div class="lb-trans"><p>儘管企業利潤增長對於歷史上價格昂貴的股市的成功至關重要，但財報季並非投資者明智監控的唯一重要數據發佈。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTQ2NzkvbW9uZXktbWFuYWdlci1zdG9jay1jaGFydC12b2x1bWUtYnV5LXNlbGwtaW52ZXN0LWdldHR5LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F794679%2Fmoney-manager-stock-chart-volume-buy-sell-invest-getty.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>圖片來源：Getty Images。</p>
</div><p>August 14 marked the filing deadline for institutional investors with at least $100 million in assets under management (AUM) to file Form 13F with the Securities and Exchange Commission. This filing provides investors with a snapshot of what Wall Street's brightest and most-successful asset managers bought and sold in the latest quarter (in this instance, the second quarter).</p>
<div class="lb-trans"><p>8 月 14 日是機構投資者提交 13F 表格給美國證券交易委員會的截止日期，要求資產管理規模至少 1 億美元。這一提交為投資者提供了華爾街最傑出和最成功的資產管理者在最新季度（本例中為第二季度）買賣的快照。</p>
</div><p>Admittedly, 13Fs have a drawback -- they're filed up to 45 calendar days following the end to a quarter, which means they're likely providing stale information for active hedge funds. Yet in spite of this flaw, they can still offer invaluable clues as to which stocks, industries, sectors, and trends Wall Street's leading money managers are intrigued by.</p>
<div class="lb-trans"><p>誠然，13F 表格有一個缺點——在季度結束後的 45 個日曆日內提交，這意味着對於活躍的對沖基金來説，它們可能提供過時的信息。儘管存在這一缺陷，它們仍然可以為投資者提供關於華爾街領先資金管理者感興趣的股票、行業、部門和趨勢的寶貴線索。</p>
</div><p>Aside from <strong>Berkshire Hathaway</strong>'s extraordinary CEO Warren Buffett, one of the most closely followed billionaire money managers is Susquehanna International Group's co-founder and managing director, Jeff Yass.</p>
<div class="lb-trans"><p>除了 <strong>伯克希爾哈撒韋</strong> 的傑出 CEO 沃倫·巴菲特，另一位備受關注的億萬富翁資金管理者是 Susquehanna International Group 的聯合創始人兼董事總經理 Jeff Yass。</p>
</div><p>Susquehanna ended June with $537 billion in AUM and thousands of holdings, including various put and call options. However, the actions that stand out most in the June-ended quarter, based on Susquehanna's 13F, is what Yass and his team did within the artificial intelligence (AI) arena.</p>
<div class="lb-trans"><p>Susquehanna 截至 6 月底的資產管理規模達到 5370 億美元，持有數千個股票，包括各種認購和認沽期權。然而，根據 Susquehanna 的 13F 表格，在截至 6 月底的季度中，Yass 及其團隊在人工智能（AI）領域的行動最為引人注目。</p>
</div><h2>Yass's Susquehanna dumped more than 52 million shares of Nvidia</h2>
<div class="lb-trans"><h2>Yass 的 Susquehanna 拋售了超過 5200 萬股英偉達</h2>
</div><p>Arguably no public company has been more responsible for lifting Wall Street's major stock indexes to new highs, or fueling the AI revolution, than <strong>Nvidia</strong>(NVDA 4.14%). Since the end of 2022, Nvidia's market cap has catapulted from $360 billion to $3.39 trillion, as of the closing bell on Oct. 18.</p>
<div class="lb-trans"><p>可以説，沒有任何一家上市公司比 <strong>英偉達</strong>（NVDA 4.14%）更多地推動了華爾街主要股指創下新高，或推動了人工智能革命。自 2022 年底以來，英偉達的市值已從 3600 億美元飆升至截至 10 月 18 日收盤時的 3.39 萬億美元。</p>
</div><p>Despite Nvidia's graphics processing units (GPUs) being the undisputed top choice by businesses overseeing generative AI solutions and training large language models, not all billionaire money managers are optimistic about its future.</p>
<div class="lb-trans"><p>儘管英偉達的圖形處理單元（GPU）被認為是企業監督生成式 AI 解決方案和訓練大型語言模型的無可爭議首選，但並非所有億萬富翁資金管理者對其未來持樂觀態度。</p>
</div><p>During the second quarter, Yass's fund jettisoned 52,497,275 shares of Nvidia's stock, which reduced its stake by 73% from the March-ended quarter. Keep in mind that Nvidia completed a historic 10-for-1 forward stock split following the close of trading on June 7, and the above share count has been adjusted for this split.</p>
<div class="lb-trans"><p>在第二季度，Yass 的基金拋售了 5249.7275 萬股英偉達股票，這使其持股比例從 3 月底季度減少了 73%。請注意，英偉達在 6 月 7 日交易結束後完成了一次歷史性的 10 對 1 前向股票分割，上述股數已經根據此次分割進行了調整。</p>
</div><p>While profit-taking may be a viable and relatively benign explanation behind this selling activity, there are also a few glaring headwinds that could have coerced Susquehanna's aggressive selling of Nvidia's shares in the June-ended quarter.</p>
<div class="lb-trans"><p>儘管獲利了結可能是這一賣出活動的一個合理且相對温和的解釋，但也有一些明顯的風險因素可能迫使 Susquehanna 在截至 6 月底的季度內大舉拋售英偉達股票。</p>
</div><p>Topping the list of possible sell-side catalysts is history. Since the advent of the internet in the mid-1990s, we've witnessed a multitude of game-changing technologies and innovations come along. While many of these next-big-thing trends have offered eye-popping addressable markets, their only certainty has been an early stage bubble-bursting event.</p>
<div class="lb-trans"><p>潛在的賣方催化劑中排名第一的是歷史。自上世紀 90 年代互聯網問世以來，我們見證了許多具有顛覆性的技術和創新的出現。儘管許多這些下一個大事件趨勢提供了令人瞠目的可尋址市場，但它們唯一的確定性是早期階段的泡沫破裂事件。</p>
</div><p>For three decades, investors have repeatedly overestimated how quickly a new technology, innovation, or trend would be adopted and utilized in a mainstream capacity by consumers and/or businesses. When these lofty expectations are, inevitably, not met, the music stops and the bubble bursts. With most businesses lacking a clear plan to monetize their AI investments and generate a positive return, it would appear as if investors have overestimated the early stage utility of artificial intelligence. If the AI bubble bursts, Nvidia would presumably be clobbered.</p>
<div class="lb-trans"><p>三十年來，投資者一再高估了新技術、創新或趨勢被消費者和/或企業採納和利用的速度。當這些高遠的期望不可避免地未能實現時，音樂停止，泡沫破裂。由於大多數企業缺乏明確的計劃來實現其人工智能投資併產生正回報，投資者似乎高估了人工智能的早期階段實用性。如果人工智能泡沫破裂，英偉達很可能會受到重創。</p>
</div><p>Regulators aren't doing Nvidia any favors, either. The U.S. has restricted exports of the company's high-powered AI-GPUs to China, which is one of Nvidia's top-dollar markets.</p>
<div class="lb-trans"><p>監管機構也沒有給英偉達帶來好處。美國限制了該公司高性能 AI-GPU 向中國的出口，而中國是英偉達的主要市場之一。</p>
</div><p>Yass and his team might also be worried about competitive pressures weighing on Nvidia's pricing power and margins. In addition to external competitors bringing chips to market, Nvidia's four most-important customers by net sales are all developing AI-GPUs for use in their data centers. With Nvidia's AI-GPUs backlogged and substantially pricier than these in-house chips, Wall Street's AI darling could lose out on future orders.</p>
<div class="lb-trans"><p>Yass 及其團隊可能也擔心競爭壓力對英偉達的定價能力和利潤率造成影響。除了外部競爭對手推出芯片外，英偉達四大最重要的客户按淨銷售額計算都在為其數據中心開發 AI-GPU。由於英偉達的 AI-GPU 積壓嚴重且價格遠高於這些內部芯片，華爾街的人工智能寵兒可能會失去未來訂單。</p>
</div><p>But while Susquehanna's brightest minds, including Yass, were busy dumping shares of Nvidia, they were absolutely piling into another key company in the AI arena.</p>
<div class="lb-trans"><p>然而，儘管 Susquehanna 的最聰明的頭腦，包括 Yass 在內，忙於拋售英偉達股票，他們卻在大舉投資另一家人工智能領域的關鍵公司。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTQ2NzkvZGF0YS1jZW50ZXItZW5naW5lZXItZ3B1LWFydGlmaWNpYWwtaW50ZWxsaWdlbmNlLWFpLWNsb3VkLXNlcnZlci1nZXR0eS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F794679%2Fdata-center-engineer-gpu-artificial-intelligence-ai-cloud-server-getty.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>圖片來源：Getty Images。</p>
</div><h2>Yass is piling into the networking company fueling AI-accelerated data centers</h2>
<div class="lb-trans"><h2>Yass 正在大舉投資為 AI 加速數據中心提供支持的網絡公司</h2>
</div><p>Despite Yass's fund adding to more than 4,600 positions during the second quarter, the one that really stands out is Susquehanna's sizable addition to its existing stake in AI networking colossus <strong>Broadcom</strong>(AVGO 0.06%).</p>
<div class="lb-trans"><p>儘管 Yass 的基金在第二季度增加了超過 4600 個頭寸，但真正引人注目的是 Susquehanna 對人工智能網絡巨頭 <strong>博通</strong>（AVGO 0.06%）現有持股的大幅增加。</p>
</div><p>During the June-ended quarter, Yass oversaw the purchase of 2,347,500 shares of Broadcom, which increased Susquehanna's stake by 73% to 5,582,590 shares. Broadcom also completed a 10-for-1 stock split, but did so in mid-July.</p>
<div class="lb-trans"><p>在截至 6 月底的季度中，Yass 監督了對博通 234.75 萬股的購買，這使 Susquehanna 的持股增加了 73%，達到 558.259 萬股。博通也進行了一次 10 對 1 的股票分割，但是是在 7 月中旬進行的。</p>
</div><p>There's no question that artificial intelligence is a big reason Broadcom is expected to deliver 44% sales growth this year. The company's networking solutions are being relied on by businesses to connect tens of thousands of GPUs to maximize their computing capabilities and reduce tail latency. Broadcom's solutions are critical to the split-second decision-making that powers AI-driven software and systems.</p>
<div class="lb-trans"><p>毫無疑問，人工智能是博通預計今年銷售增長 44% 的重要原因。該公司的網絡解決方案被企業依賴，以連接成千上萬的 GPU，以最大化其計算能力並減少尾部延遲。博通的解決方案對支持以人工智能驅動的軟件和系統的瞬時決策至關重要。</p>
</div><p>Although Broadcom's stock and operating performance would be susceptible to downside if the AI bubble bursts, the big difference between Nvidia and Broadcom is their revenue channels. Whereas an overwhelming majority of Nvidia's sales and recent growth are tied to its AI hardware, AI still represents a minority of Broadcom's net revenue.</p>
<div class="lb-trans"><p>儘管博通的股票和運營表現如果人工智能泡沫破裂將會受到影響，但英偉達和博通之間的一個重要區別在於它們的營收渠道。儘管英偉達絕大部分銷售額和最近的增長與其人工智能硬件相關聯，但人工智能仍然只佔博通淨營收的少數部分。</p>
</div><p>Broadcom's bread-and-butter profit driver has long been its ties to the global smartphone industry. It provides an assortment of wireless chips and accessories used in next-generation smartphones. With wireless carriers expanding the reach of 5G, Broadcom has benefited from a steady device replacement cycle.</p>
<div class="lb-trans"><p>博通長期以來的主要利潤驅動因素一直是其與全球智能手機行業的聯繫。它提供各種無線芯片和配件用於下一代智能手機。隨着無線運營商擴大 5G 覆蓋範圍，博通受益於穩定的設備更替週期。</p>
</div><p>On top of being a notable player in smartphones, Broadcom develops optical sensors used in industrial equipment and robotics, connectivity and LED solutions for next-generation automobiles, and cybersecurity solutions, to name just a few of its other revenue channels.</p>
<div class="lb-trans"><p>除了在智能手機領域是一個顯著的參與者外，博通還開發用於工業設備和機器人的光學傳感器，用於下一代汽車的連接和 LED 解決方案，以及網絡安全解決方案等等，這只是其其他營收渠道中的一部分。</p>
</div><p>Building on this point, the company's management team hasn't been afraid to lean on the occasional acquisition to expand its footprint and bolster cross-selling opportunities. Broadcom's 2019 purchase of Symantec's enterprise security business opened the door to high-margin cybersecurity services, while its $69 billion buyout of cloud-based virtualization software provider VMware in November 2023 should bolster the company's private and hybrid cloud strategy.</p>
<div class="lb-trans"><p>基於這一點，公司管理團隊並不害怕偶爾進行收購以擴大其業務範圍並增強跨銷售機會。博通於 2019 年收購賽門鐵克企業安全業務，打開了高利潤網絡安全服務的大門，而其於 2023 年 11 月斥資 690 億美元收購基於雲的虛擬化軟件提供商 VMware，將增強公司的私有和混合雲戰略。</p>
</div><p>A considerably more diverse product and service portfolio for Broadcom appears to be the lure that hooked Susquehanna International's billionaire co-founder Jeff Yass.</p>
<div class="lb-trans"><p>對於博通來説，產品和服務組合更加多樣化似乎是吸引 Susquehanna International 的億萬富翁聯合創始人 Jeff Yass 的誘餌。</p>
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Billionaire Jeff Yass Sold 73% of Susquehanna's Stake in Nvidia and Is Piling Into This Beloved Artificial Intelligence (AI) Stock Instead

- 美國企業財報季即將到來，投資者需關注業績表現。  
- Susquehanna International Group 在第二季度減持 Nvidia 股票 73%，並增持 Broadcom。  
- Nvidia 面臨競爭壓力和監管限制，Broadcom 則受益於多元化收入來源。

億萬富翁傑夫·亞斯出售了 Susquehanna 在英偉達的 73% 股份，並轉而投資於這隻備受喜愛的人工智能（AI）股票