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Feb. 25, 2025, 1:21 a.m.
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Stock-yada AI ee ugu sarreeya ee la tixgelinayo ka dib hoos u dhaca suuqa ee dhawaanahan.

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Usbuucii la soo dhaafay, saamiyada AI waxay la kulmeen hoos u dhac weyn ka dib kororka sicirka, khilaafaadka siyaasadeed, iyo walwalka qiimeynta suuqa. Tusmada Qiimaha Macaamiisha (CPI) ee Diseembar ayaa korodhay 0.5%, taasoo ah heerkii ugu sarreeyay tan iyo Agoosto 2023, taasoo keentay heerka sicirka sanadlaha ah ee 3%. Deegaanka suuqa ee adag ayaa sababay in la iibiyo saamiyada shirkadaha waaweyn ee AI. Si kastaba ha ahaatee, maalgashadayaasha khibradda leh ayaa arki kara in hoos u dhacaani uu bixiyo fursado soo jiidasho leh oo faa'iidooyinka mustaqbalka. Halkaan waxaa ku yaal shan saamiyo oo AI ah oo rajeyn leh in la tixgeliyo: 1. **Nvidia (NVDA)**: Inkasta oo uu hoos u dhacay 3.1%, Nvidia waxay sii waddaa hoggaaminta xisaabinta AI, iyadoo caan ku ah GPU-yadeeda casriga ah iyo barnaamijyadeeda. 2. **Palantir Technologies (PLTR)**: Iyadoo hoos u dhacday 15%, Palantir waxay sii ahaaneysaa mid muhiim ah iyadoo bixineysa xalal xog-ururineed oo muhiim ah oo laga isticmaalo difaaca iyo suuqyada ganacsiga. 3. **Poet Technologies (POET)**: Kadib hoos u dhac ah 10.6%, teknoolojiyadda muuqaalka ah ee cusub ayaa u diyaarsan inay kordhiso waxtarka xarumaha xogta. 4. **SoundHound AI (SOUN)**: Hoos u dhaca 6.3% wuxuu muujinayaa awoodda madalkeeda is-dhaafsiga codka ee qaybta AI conversationalka oo sii kordheysa. 5. **Serve Robotics (SERV)**: Inkasta oo uu hoos u dhacay 13.2%, iskaashiyada muhiimka ah ee la xiriira gaadiidka madax-bannaan ayaa ka dhigaya maalgashi rajeyn leh. Maalgashiga saamiyadan wuxuu ka faa'iidaysan karaa isbeddelka socota ee suuqa AI inkasta oo ay jiraan caqabado hadda jira.

Toddobaadkii hore, saamiyada AI ayaa la kulmay hoos u dhac weyn sababo la xiriira cadaadiska suuqyada, oo ay ku jiraan xogta sicir-barar ku saabsan walwalka, khilaafaadka juqraafiyeed, iyo walaacyada qiimaynta. Xanbaarsan macluumaadka Qiimaha Macaamiisha (CPI) wuxuu soo sheegay in sicirku korodhay 0. 5% laga soo billaabo Diseembar, taasoo ah korodhka ugu dhaqsaha badan tan iyo Agoosto 2023 iyo in heerka sicir-bararka sanadlaha ah uu gaadhay 3%. Korodhka sicir-bararkan lama filaan ah ayaa suuqyada ka dhibtaa, gaar ahaan saamiyada AI-da oo u muuqday inay korodhay si xawli ah. Inkastoo caqabadahan, dib-u-dhacyada suuqyada waxay siin karaan fursado iibsasho oo qiimo leh maalgashadayaasha muddada dheer. Halkan waxaa ku yaal shan saamiyo oo AI ah oo soo jiidasho leh ka dib dhicitaanka dhowaan: 1. **Nvidia (NVDA)** - Hogaamiyaha kaabayaasha AI, Nvidia ayaa aragtay hoos u dhac 3. 1% toddobaadkii hore. GPU-yadeeda awoodda badan ayaa muhiim u ah codsiyo badan oo AI ah, iyo deegaanka sii kordhaya ayaa u sahlaya korriin joogto ah. Iyada oo heerka qiimaha iyo dakhliga uu yahay mid macquul ah marka loo eego S&P 500, hoos u dhacaani waa fursad iibsasho oo xoog leh. 2. **Palantir Technologies (PLTR)** - In kasta oo saamiyada Palantir ay hoos u dhaceen 15% toddobaadkii hore, barnaamijyada horumarsan ee falanqaynta xogta ee shirkaddu ayaa noqday kuwo muhiim u ah qaybaha difaaca iyo ganacsiga. In kasta oo heerka P/E uu sareeyo 178x, korriinka iyo faa'iidada weyn ayaa ka dhigaya maalgashi soo jiidasho leh waqtigan hoos udhaca. 3.

**Poet Technologies (POET)** - Ka dib hoos u dhac 10. 6%, Poet ayaa hal-abuurnimo ku sameyneysa kaabayaasha AI iyada oo leh xalkeeda kombiyuutarka indhaha oo hagaajiya waxtarka xarumaha xogta. In kasta oo ay leedahay heer P/S aan caadi ahayn oo ah 1, 920x, kororka waxqabadka dhowaan iyo xiisaha ka imanaya bixiyeyaasha daruuraha weyn ayaa ka dhigaya hoos u dhaca hadda fursad weyn oo maalgashi. 4. **SoundHound AI (SOUN)** - Hogaamiyaha tiknoolajiyadda codka AI ayaa la kulmay hoos u dhac 6. 3% laakiin wuxuu muujiyey korriin dhakhso leh iyo jiheyn suuq. Iyada oo lahayd qiimeyn sare oo ka tarjumeysa awooddeeda ku dhex jirta is-dhexgalka aadanaha-mashiinka, hoos u dhaca qiimahan wuxuu fursad u yahay in lagu maalgashado ciyaaryahan muhiim ah oo ku jira tignoolajiyada codka AI. 5. **Serve Robotics (SERV)** - Hoos u dhac 13. 2%, Serve Robotics ayaa hogaaminaya xalalka gaadiidka madaxbanaan. Iyada oo lagu xisaabtamayo 306 jeer iibinta hore, shirkaddu waxay si fiican u habaysan tahay si ay u korto iyadoo leh gaadiidkeeda baaxadda leh iyo iskaashiga ay la leedahay Uber iyo 7-Eleven. Hoos u dhacaani wuxuu noqon karaa meel istiraatiiji ah ka hor inta aan ganacsiga ballaadhan la bilaabin oo kordhiyo dakhliga. Gebogebadii, saamiyadan waxay bixiyaan fursado kala duwan oo lagu kaashanayo koritaanka AI, inkastoo ay la kulmayaan xasillooni suuq muddo gaaban. Mid kasta waxay mataleysaa fursado maalgashi oo soo jiidasho leh oo loogu tala galay maalgashadayaasha diiradda saaraya korriinka muddada dheer.


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