Yes, keep the red envelope for 3 days
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Rakko_btc
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AI Sector Rotation: An Outlook on the Trend from “Infrastructure” to “Applications and Management”
1. The AI bull market has not ended; instead, it has triggered intense internal sector rotation.
Although recent selloffs in semiconductors and mainstream AI hardware stocks (such as the SOXX index) have led to pessimistic sentiment that the “AI bull market is dead,” another group of AI stocks (such as NET, SNOW, ESTC, NTNX, and DDOG) has shown extremely strong relative strength. During the broader tech selloff, these stocks not only held up well, but also hit new highs first when the market stabilized, indicating that capital is rotating within the AI sector itself.
2. The market focus is shifting: from “building AI” to “applying and managing AI”
Although recent selloffs in semiconductors and mainstream AI hardware stocks (such as the SOXX index) have led to pessimistic sentiment that the “AI bull market is dead,” another group of AI stocks (such as NET, SNOW, ESTC, NTNX, and DDOG) has shown extremely strong relative strength. During the broader tech selloff, these stocks not only held up well, but also hit new highs first when the market stabilized, indicating that capital is rotating within the AI sector itself.
2. The market focus is shifting: from “building AI” to “applying and managing AI”
Disclaimer: Includes third-party opinions. No advice. Binance AI may be used without guarantee. See T&Cs.