OpenAI’s plan is lifting growth estimations across Wall Street and could boost AI stocks soon
Finally, all such long-term plans are made with bold objectives but could be adjusted along the way. If demand growth is slower or weaker, there are rooms for adjustment. However, as most experts agree that AI revolution is still in early stage, long-term demand outlook may not be lower than forecast of OpenAI. If it turns out that demand are as strong or stronger, well-prepared players such as OpenAI would be able to reap the most benefit.
These couple weeks are historic for OpenAI and for the entire AI segment and people are now reconsidering their estimations on AI industry growth outlook and the eventual Total Addressable Market (TAM) for the sector in a few years and its implication on related stocks. AI stocks are still lingering at current highs but the market may finally realize the feasibility of OpenAI plan and the huge TAM of AI and boost AI segment stocks to higher levels.
陳俊文（Norman）是一位獨立投資策略師，擁有超過30年專業投資經驗，曾在家族辦公室、銀行、精品基金公司、財富管理公司工作。在其職業生涯中，管理過多種資產，包括全球股票投資組合、多元資產投資組合、基金中的基金和可轉換債券基金。Norman對全球金融市場及多種投資資產具深入了解，包括全球股票、債券（高等級、高收益、混合、可轉換）、衍生性商品（選擇權、認股權證、掉期等）以及各類多頭和多頭產品對沖基金。他經常接受媒體採訪，並曾擔任多家大專院校專業金融課程的客座講師。
