Autodesk, Inc. (ADSK) Barclays 22nd Annual Global Technology Conference (Transcript)
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"AI+" is like a chicken laying golden eggs, the collective soaring of software companies in the US stock market.
① In the US stock market, there are more and more leading stocks in the "AI+" sector, with "AI+ Voice" concept stocks rising nearly 530% this year and "AI+ Defense" concept stocks increasing over 318%... ② Several concept stocks have demonstrated profitable avenues for ai through unexpected earnings reports. ③ "The era of ai software has arrived." With the rapid increase in usage scenarios, analysts expect companies to enter the large-scale ai application phase starting in 2025.
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