《3 AI Stocks That Could Win Big From the Sovereign AI Boom》
IBM相对于其长期增长潜力被低估，主权AI与量子计算相关布局支撑一个逆向看多论点。
是的，完全同意。我还想聊今天最后一只股票。这更像是一家传统业务公司，我觉得它是参与主权 AI 热潮的一种有趣方式。我想谈谈 IBM，对吧？我的意思是，这不是一项新业务，算是一个家喻户晓的名字，而且它很有意思。
Yeah, absolutely. Well, and I wanted to hit one final stock today. This is more of a legacy business that I find to be an interesting way to play the sovereign AI boom. And I wanted to talk about IBM, right?
I mean, this is not a new business. This is sort of a household name. And it's interesting.