Wedbush认为，2025年人工智能革命的十大科技赢家是：英伟达、微软、Palantir Technologies(PLTR.US)、特斯拉(TSLA.US)、Alphabet(GOOGL.US)旗下谷歌、苹果(AAPL.US)、MongoDB(MDB.US)、Pegasystems (PEGA.US)、Snowflake(SNOW.US)和赛富时(CRM.US)。Wedbush released a report listing NVIDIA and Microsoft among the top ten winners in the AI revolution of 2025, stating they will rank among the leaders.
Zhitong Finance learned that Wedbush published a report listing NVIDIA (NVDA.US) and Microsoft (MSFT.US) among the top ten Technology winners of the AI revolution in 2025, claiming they will be at the forefront. Led by analyst Daniel Ives, they expect Technology stocks to rise by 25% in 2025 as Wall Street further digests the less regulation during Trump’s administration, and stronger AI programs are underway, 'looking towards 2025 and beyond, large Technology companies have a Gold foundation.'
Analysts believe that driven by the AI revolution, Technology stocks will perform strongly in 2025, with AI capital expenditure exceeding 2 trillion dollars over the next three years. They added that although there will be some tensions in 2025 following concerns about Federal Reserve policies, tariff frictions, and high valuations, this will create opportunities to Hold Technology-themed stocks and key stocks.
Wedbush identifies the top ten Technology winners of the 2025 AI revolution as: NVIDIA, Microsoft, Palantir Technologies (PLTR.US), Tesla (TSLA.US), Google under Alphabet (GOOGL.US), Apple (AAPL.US), MongoDB (MDB.US), Pegasystems (PEGA.US), Snowflake (SNOW.US), and Salesforce (CRM.US).
Ives and his team stated, 'Now is the time for the broader Software space to join the ranks of AI, as we believe use cases are exploding, and the enterprise Consumer phase will begin in 2025.'
Analysts added that the full rollout of large language models (LLMs) and the true adoption of generative AI will be the main catalysts for the Software industry and key players to benefit from the Fourth Industrial Revolution, which will advantage the Technology sector.
Analysts believe that in the 2025 AI revolution, the two best Software stocks remain Palantir and Salesforce, with many well-positioned Software vendors also joining the AI party.
Ives and his team point out that NVIDIA and cloud computing giants remain the driving force behind AI. Analysts have stated: "This over 2 trillion dollars in AI spending began with AI pioneer Jensen Huang and NVIDIA, as they remain the only company in the market with new Gold and oil chips."
In 2025, under the leadership of Microsoft, committed cloud/large-scale participants will continue to play a significant role in the crucial phase of the AI revolution, while Google Cloud Platform and Amazon Web Services (AWS) will also find major Cloud and AI momentum in the coming years.