Morgan Stanley, yapay zek\u00e2ya y\u00f6nelik olarak, Nvidia ve Broadcom gibi se\u00e7ici \u00e7ip ve altyap\u0131 \u015firketlerinin hisselerini elinde tutarken, sa\u011fl\u0131k, gayrimenkul, ula\u015f\u0131m ve t\u00fcketici hizmetleri sekt\u00f6rlerindeki yaz\u0131l\u0131m geli\u015ftiricileri ve yapay zek\u00e2 uygulay\u0131c\u0131lar\u0131n\u0131 da portf\u00f6y\u00fcne dahil ederek, “\u00e7ift u\u00e7lu” bir yakla\u015f\u0131m \u00f6neriyor.
Bu not, yat\u0131r\u0131mc\u0131lara satmak yerine pozisyon de\u011fi\u015ftirmek i\u00e7in bir neden sunuyor: Kalabal\u0131k yapay zeka donan\u0131m pozisyonlar\u0131ndan \u00e7\u0131kan para, yapay zeka temas\u0131ndan tamamen \u00e7\u0131kmak yerine yaz\u0131l\u0131m ve teknoloji d\u0131\u015f\u0131 sekt\u00f6rlere y\u00f6nelecek. Bu durum, ABD hisse senedi kazan\u00e7lar\u0131n\u0131n mega \u015firketlerin \u00f6tesine geni\u015flemesini destekleyebilir. Arg\u00fcman\u0131n en zay\u0131f noktas\u0131, enerji k\u0131tl\u0131\u011f\u0131 ve h\u0131zla hafifleyebilecek veya s\u0131k\u0131la\u015fabilecek siyasi engellere dayanan donan\u0131m k\u0131tl\u0131\u011f\u0131 tezidir. D\u00fczenleme riski art\u0131k bu engellerin yan\u0131nda yer al\u0131yor. Sal\u0131 g\u00fcn\u00fc Beyaz Saray’\u0131n teknoloji CEO’lar\u0131yla yapay zeka \u00fczerine yapt\u0131\u011f\u0131 toplant\u0131, k\u0131sa vadeli bir test niteli\u011finde. Yapay zekay\u0131 benimseyenler ve altyap\u0131 yaz\u0131l\u0131mlar\u0131, \u00e7ip talebini y\u00f6nlendiren model geli\u015ftiricilerine k\u0131yasla, yeni modellerle ilgili herhangi bir kurala daha az maruz kal\u0131yor gibi g\u00f6r\u00fcn\u00fcyor.<\/p>\n\n\n\n
<\/p>\n
\ud83d\udcca Piyasa Etkisi:<\/strong> Bu g\u00f6r\u00fc\u015f, yapay zek\u00e2 rallisinin yaln\u0131zca \u00e7ip \u015firketleriyle s\u0131n\u0131rl\u0131 kalmay\u0131p yaz\u0131l\u0131m ve farkl\u0131 sekt\u00f6rlere yay\u0131labilece\u011fi beklentisini \u00f6ne \u00e7\u0131kar\u0131yor. B\u00f6yle bir senaryoda teknoloji i\u00e7i rotasyon g\u00f6r\u00fclebilir; \u00e7ip hisselerinde k\u00e2r realizasyonu olurken, yaz\u0131l\u0131m ve yapay zek\u00e2 uygulayan \u015firketler destek bulabilir.<\/p>","protected":false},"excerpt":{"rendered":" Morgan Stanley, yapay zek\u00e2ya y\u00f6nelik olarak, Nvidia ve Broadcom gibi se\u00e7ici \u00e7ip ve altyap\u0131 \u015firketlerinin hisselerini elinde tutarken, sa\u011fl\u0131k, gayrimenkul,<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout","fxk_merge_backup":"","footnotes":""},"categories":[8],"tags":[1864],"class_list":["post-22847","post","type-post","status-publish","format-standard","hentry","category-son-dakikalar","tag-morgan-stanley"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/22847","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=22847"}],"version-history":[{"count":2,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/22847\/revisions"}],"predecessor-version":[{"id":22882,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/22847\/revisions\/22882"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=22847"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=22847"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=22847"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}