Last year was a very good year of stock investment. The S & P 500 Index has exceeded 20%for the second consecutive year, and the main stock market index continues to reach a record high in the process.
For those who are lucky or savvy, this is a better year. The performance of growth stocks is better than value stocks, and technology stocks are one of the best stocks. This is mainly because of the excitement of artificial intelligence (AI) to occupy headline news.
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For example, in the last year’s Russell 1000 index reached 100%or more companies (Note: 23), 8 are related to AI, including Palantir Technologies (PLTR. Ruizida Company (Virtual reality test. Nvidia Company. (NVDA. Vertiv Holdings and Axon Enterprises (Axis. Essence
The road to the victory of technology stocks may not be over, and many people expect artificial intelligence to be a big focus of 2025.
Although the expenditure of artificial intelligence infrastructure will still remain at a high level, we will also start to hear more information about agent artificial intelligence. Many people think that this will be the next major artificial intelligence trend.
Yuichiro Chino/Getty Picture Club
Why artificial intelligence is so exciting
A recent research report by Goldman Sachs shows that artificial intelligence can promote the global economic growth by 7%in the next 10 years, increase the profit margin of the Standard 500 Index enterprise by 4%, and increase the US labor productivity by nearly 1.5%per year within 10 years. period.
No wonder artificial intelligence has seized the spirit of the times.
On January 21, OPENAI CEO Sam Altman and SoftBank CEO Sun Zhengyi and Chairman of Oracle and Chief Technology La Li Erisen went to the White House to announce a huge new artificial intelligence transaction, which made him even more excited.
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The three billionaires jointly promised to spend up to $ 500 billion to build artificial intelligence infrastructure in the United States. These are one of the high -profile statements issued by the Trump New government. So far, American technical partners designated in the transaction include Nvidia, Oracle, Microsoft and ARM Holdings (arm. Essence
According to information from various sources, the joint venture will be called “Stargate” and will start from a data center in Texas.
President Trump said this will immediately create more than 100,000 employment opportunities for the United States. At present, the United States is building 10 data centers and plans to build 20.
The real estate company Shibang Wei Shishi recently stated that “the rapid growth of digital services, cloud computing, artificial intelligence (AI) and 5G is promoting the continuous increase in data center capacity demand.”
They added: “Although the construction activity is a record, the data center market will be difficult to keep up with the pace of demand, resulting in higher utilization rate of existing facilities and tighter vacancy rates. %, The average rents rate of new houses in 2024 hit a record high.
According to the recent report of Blackstone, “Artificial intelligence is driven by data. In recent years, the total data generation has been doubled every three years. From 20110 to 2025, the amount of data created, consumed and stored will increase by more than 100 times all of these. Data need to be stored, which in turn releases huge demand for data centers.
Not only artificial intelligence -social media, cloud migration, content creation, and media streaming are contributed more data. By 2030, it is expected to invest a global digital infrastructure of $ 2 trillion in the opportunity to meet this demand and fully seize the opportunity of artificial intelligence.
So, in simple terms, what is artificial intelligence?
According to chat GPT 4.0:
“Artificial intelligence focuses on reasoning, problem solving, perception, language understanding, and decision -making. Artificial intelligence can be divided into two categories:
1. Narrow artificial intelligence (weak artificial intelligence): Aiming to perform specific tasks, such as voice assistant, recommendation system or image recognition. It is highly professional and does not have general intelligence.
2. GM artificial intelligence (strong artificial intelligence): This is a more advanced artificial intelligence form that can understand, learn and execute any intellectual tasks that humans can complete. GM is still a theoretical concept and has not yet been realized.
Continue to move forward … what is agent artificial intelligence
A new and more advanced field of artificial intelligence is beginning to appear, and it is called agent artificial intelligence.
Chat GPT describes Agentic AI as an artificial intelligence system that can make decisions based on programming or learning experience and take action to achieve specific targets or perform tasks in a dynamic environment.
Related: an artificial intelligence stock has become the first choice for analysts in 2025
Some documents call these decision makers “proxy.” Different from traditional artificial intelligence that may be continuously input or supervised, the independent operation of artificial intelligence is acting to achieve its goals.
In other words, compared with early technology, the Agentic AI model represents more complicated evolution and integrates high -level reasoning capabilities, independent decision -making and complex issues.
These proxy can be used as tools, such as helping software engineers coding faster. Or they may replace certain work functions, such as online customer service.
Who may become a big winner of artificial intelligence in the 2025s
Meilin Securities recently released a research report on Agentic AI called “New Wave: Agentic AI”.
The following are some of the main points in the report:
- New and disruptive artificial intelligence capabilities are emerging rapidly.
- Acting for artificial intelligence and autonomous action agents marked the beginning of the third wave of artificial intelligence (the first wave was the former GENAI from November 1940 to November 2022, and the second wave was Genai from November 2022 to October 2024).
- It seems that artificial intelligence capabilities appear every week (even every day).
- The development of artificial intelligence capabilities is so fast, so that artificial intelligence agents (such as Agentic AI) can complete end -to -end software engineering tasks, answer customer service calls or book the next holiday.
- We are close to a accelerated innovation super cycle. In this cycle, increasingly powerful models will produce more and more powerful applications, and these applications will in turn promote more model progress and application functions.
According to the recent interviews of the Wall Street Journal, companies such as Johnson & Johnson, Moody’s and EBAY are at different stages of testing and deployment of Agentic AI.
Looking forward to the future, many companies related to technology will participate in development, enable and help establish Agentic AI. There are many other companies, but this is only a small part of the name that investors may want to pay attention in 2025, including:
First: Semiconductor company NVIDIA, MarvelLLECHNOLOGY (MRVL. Xinde Technology Group (CRDO,. And Monolithic Power Systems Inc. (MPWR. Essence
Related: In 2024, the correct analyst announced the best artificial intelligence stock selection in 2025
These companies provide power solutions for computer processing capabilities, high -speed connection solutions, and data infrastructure.
second: Google, a diversified technology company, (Google. Essence
Google provides extensive services, including cloud computing, online advertising, online search, email and hardware. The company has incorporated artificial intelligence into many services, including search, maps, advertising, etc.
third: Software company Microsoft (Microsoft Corporation. Oracle (Orcl. IBM IBM, Servicenow (Now. And Salesforce Company (Customer relationship management. Essence
Related: Analysts re -examined IBM’s stock price goals before the financial report and investor day
These large global technology software companies participated in the development of artificial intelligence technology or provide end -user applications with artificial intelligence.
fourth: Online retailer Amazon (Amazon. Essence
Amazon is a global technology and retail company, selling products online, providing cloud computing services, and digital streaming media and artificial intelligence services.
fifth: Global IT service company Essezzhe. Essezhe is a global technical service company that provides consulting and outsourcing services, and provides assistance to companies in advanced fields such as artificial intelligence, analysis and automation.
sixth: Computer Network Company Arista Networks (Aneter. Essence
Arista is an industry leader focusing on the Internet, data centers and routes.
With the influx of billions of dollars, this artificial intelligence industry is developing rapidly and forward. It is likely to follow the footsteps of 2024 in 2025, bringing many exciting news, new breakthroughs and progress to many technology -related companies.
Related: Senior fund managers issued terrible warnings on the S & P 500 Index 2025
