“华尔街神算子”不改看涨美股立场：AI蕴含巨大长期增长潜力

Group 1 - Tom Lee maintains an optimistic stance on the US stock market, emphasizing that artificial intelligence (AI) is a key driver of sustained growth [1] - AI applications are still in the early stages, comparable to the expansion of the wireless communication industry, which grew from 37 million users to 7 billion users [1] - During the decline of the US stock market from February to April, Tom Lee and his team assessed whether the economic fundamentals warranted panic, concluding that holding positions or buying on dips was the appropriate strategy [1] Group 2 - Current AI infrastructure investments are likened to historical technology builds, such as the laying of submarine cables by Global Crossing, indicating a focus on foundational elements like large language models and data centers [2] - Concerns about companies investing heavily in AI without immediate returns are similar to typical technology adoption cycles, where value often accumulates to later participants after initial infrastructure investments [2] - The focus of AI is shifting towards security and verification systems, which is seen as the next wave of development before widespread commercial application [2]