AGI 投资清单：为什么这 30+公司值得关注？｜Best Ideas

Core Insights - The article discusses the shift in the market's perception of AI from a speculative narrative to a focus on tangible performance and revenue generation, highlighting significant stock price movements in response to real AI-related contracts and developments [2][3]. Internet Sector - Google (GOOGL) is transitioning from an "AI Loser" to a "Model Winner," showing potential for long-term value due to its strong AI infrastructure and talent retention capabilities [7][8]. - Pinduoduo (PDD) is viewed positively despite its volatile stock performance, with expectations of reduced competitive pressure and strong business barriers in the e-commerce sector [12]. - Alibaba (BABA) is experiencing solid growth in its flash sales and AI cloud services, with a potential upside of over 50% in the next 12 months [13][14]. Semi & Hardware Sector - Ideal Auto (LI) is investing heavily in AI and autonomous driving, with plans for significant upgrades and cost control measures [24]. - ONTO (ONTO) is expected to see growth in the semiconductor testing equipment market, with projected revenues of $1 billion in 2024 and potential for further increases [26]. - Ciena (CIEN) is positioned to benefit from advancements in AI interconnectivity, with upcoming earnings reports to be closely monitored [28]. Infra Sector - Snowflake (SNOW) and MongoDB (MDB) are both expected to benefit from increased enterprise IT spending, with Snowflake automating data analysis and MongoDB enhancing its appeal in the AI landscape [35][36]. Crypto Sector - BitMine (BMNR) is positioned for growth as the U.S. government moves towards nationalizing cryptocurrencies, with a focus on ecosystem development [38]. - Coinbase (COIN) is closely tied to the performance of the U.S. dollar, with potential for further price fluctuations [44]. Others - Fannie Mae (FNMA) and Freddie Mac (FMCC) are anticipated to have significant upside potential if they successfully go public, with estimates suggesting a valuation increase of 3-5 times [45]. - The trend of democratizing alternative investments is highlighted, with firms like KKR and Apollo expected to benefit from expanding their client base [49].