{"id":3443,"date":"2023-07-31T19:44:30","date_gmt":"2023-07-31T19:44:30","guid":{"rendered":"https:\/\/dailyai.com\/?p=3443"},"modified":"2023-07-31T19:46:28","modified_gmt":"2023-07-31T19:46:28","slug":"ai-related-stocks-continued-to-fuel-growth-in-the-tech-sector-in-q2","status":"publish","type":"post","link":"https:\/\/dailyai.com\/da\/2023\/07\/ai-related-stocks-continued-to-fuel-growth-in-the-tech-sector-in-q2\/","title":{"rendered":"AI-relaterede aktier fortsatte med at drive v\u00e6ksten i teknologisektoren i 2. kvartal"},"content":{"rendered":"<p><b>I 2023 er tech-aktierne steget kraftigt med nogle bem\u00e6rkelsesv\u00e6rdige vindere som Nvidia, der blev den f\u00f8rste chipproducent, som n\u00e5ede en markedsv\u00e6rdi p\u00e5 $1tn.<\/b><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">NASDAQ-indekset har oplevet den st\u00f8rste stigning i f\u00f8rste halv\u00e5r nogensinde.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Investorer satser stort p\u00e5 AI, med en nylig <\/span><a href=\"https:\/\/www.bloomberg.com\/markets-weekly-mliv-pulse-survey\"><span style=\"font-weight: 400;\">Markets Live Pulse-unders\u00f8gelse<\/span><\/a><span style=\"font-weight: 400;\"> afsl\u00f8rer, at hele 77% af de 514 respondenter overvejer enten at fastholde eller \u00f8ge deres investering i tech-aktier i l\u00f8bet af resten af \u00e5ret.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Mindre end 10% mener, at dette er en boble, der er klar til at briste i den n\u00e6rmeste fremtid.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">P\u00e5 trods af det t\u00f8vede over halvdelen af respondenterne med at indarbejde AI i deres personlige og forretningsm\u00e6ssige arbejdsbyrde, og investorerne t\u00f8ver med at udnytte teknologien i deres investeringsstrategier.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Men det er m\u00e5ske uv\u00e6sentligt i forhold til det faktum, at AI underst\u00f8tter v\u00e6ksten p\u00e5 teknologimarkedet lige nu og forventes at g\u00f8re det i en overskuelig fremtid.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Big tech \u00f8ger udgifterne til AI<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Selv om AI-industrien stort set kun er i sin vorden, er der allerede mange produkter, der tjener penge, som for eksempel ChatGPT's premium-abonnement.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Et andet eksempel er Microsofts Copilot-produkt, en del af den allestedsn\u00e6rv\u00e6rende Microsoft 365-softwarepakke, som bruger generativ AI til at forbedre effektiviteten i opgaver som at skrive e-mails, opsummere dokumenter og analysere data.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Microsoft planl\u00e6gger at opkr\u00e6ve et m\u00e5nedligt gebyr p\u00e5 $30 for Copilot-tjenesten, hvilket viser, at AI-produkter er relativt enkle at tjene penge p\u00e5, n\u00e5r de f\u00f8rst er bygget.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Men i \u00f8jeblikket er det forbrug, forbrug, forbrug, hvor tech-giganter som Microsoft \u00f8nsker at fylde op med hardware og relaterede tjenester. Microsoft planl\u00e6gger at \u00f8ge udgifterne hvert kvartal indtil 2024.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Alphabet er en anden virksomhed, der overg\u00e5r prognoserne i \u00e5r, idet de rapporterede et nettoresultat p\u00e5 $1,44 pr. aktie fra april til juni, hvilket oversteg prognosen p\u00e5 $1,34. Ligesom Microsoft forventer Alphabet h\u00f8jere udgifter i fremtiden, da de udvider deres tekniske infrastruktur for at im\u00f8dekomme eftersp\u00f8rgslen efter AI-tjenester.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Alphabets CFO Ruth Porat n\u00e6vnte, at dette ville v\u00e6re den \"prim\u00e6re drivkraft\" for \u00f8gede omkostninger, n\u00e5r de udvider datacenterkapaciteten, k\u00f8ber GPU'er og investerer i deres propriet\u00e6re TPU-acceleratorchips.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Virksomhederne fylder op med teknologi, mens deres aktier stiger i forhold til prognoserne - man m\u00e5 sige, at det er et godt sted for dem at v\u00e6re. <\/span><\/p>","protected":false},"excerpt":{"rendered":"<p>I 2023 er tech-aktierne steget kraftigt med nogle bem\u00e6rkelsesv\u00e6rdige vindere som Nvidia, der blev den f\u00f8rste chipproducent, som n\u00e5ede en markedsv\u00e6rdi p\u00e5 $1tn.  NASDAQ-indekset har oplevet sin h\u00f8jeste stigning i f\u00f8rste halv\u00e5r nogensinde. Investorerne satser stort p\u00e5 AI, og en nylig Markets Live Pulse-unders\u00f8gelse viste, at hele 77% af de 514 respondenter overvejer enten at fastholde eller \u00f8ge deres investeringer i tech-aktier i l\u00f8bet af resten af \u00e5ret.  Mindre end 10% mener, at dette er en boble, der er klar til at briste i den n\u00e6rmeste fremtid.  P\u00e5 trods af det er over halvdelen af<\/p>","protected":false},"author":2,"featured_media":3444,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[84],"tags":[265,121,106,264],"class_list":["post-3443","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry","tag-investment","tag-microsoft","tag-nvidia","tag-stocks"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>AI-related stocks continued to fuel growth in the tech sector in Q2 | DailyAI<\/title>\n<meta name=\"description\" content=\"2023 has seen tech stocks surge, with some notable winners such as Nvidia, which became the first chip manufacturer to reach a $1tn market cap.\u00a0\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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