The AI wave is no longer a future anticipation but a present reality. Since the explosive popularity of ChatGPT, AI concept stocks have become darlings of the capital market. However, after more than two years of frenzy, is this track still worth entering? This article will help you clarify the investment logic of AI stocks from three dimensions: market status, specific targets, and risk warnings.
AI Concept Stock Market: From Concept to Reality Turning Point
According to the latest data from IDC, global enterprise spending on AI solutions and technologies is expected to reach $307 billion by 2025, surpassing $632 billion by 2028, with a compound annual growth rate of about 29%. This not only indicates that AI is not a bubble but also reveals a deeper change—AI is shifting from a compute power race to application implementation.
In this transition, the flow of funds has already shown divergence. Taking Bridgewater Associates as an example, in the second quarter of 2025, they significantly increased their holdings in NVID