Serenity: Nhu cầu về AI vẫn mạnh, cổ phiếu AI sẽ tiếp tục tăng trưởng

The Huoxing Finance report states that on September 4, Serenity posted that despite temporary market corrections, AI demand remains strong: NVIDIA's revenue growth has been constrained by supply chain limitations by 70%, and without these constraints, it could have exceeded 100%. Serenity cited Broadcom's AI revenue projected to increase from approximately $50 billion to $230 billion within two years, OpenAI Astra surpassing the AGI benchmark and self-training, and reports from Microsoft, Google, and Amazon on computing resource imbalances alongside NVIDIA's forecasted $1.3 trillion expenditure by 2027. She pointed to supply chain signals such as Samsung's long-term agreements securing 70% of its capacity until 2031, Powertech's advanced packaging capacity fully booked until 2030, and Winbond beginning allocations for 2029-2030, suggesting that AI stocks' fundamentals will drive sustained upward momentum.