Behind the rebound of tech giants' stock prices: the commercialization of AI is the real engine.

2025-12-23 20:00:10

Abstract generation in progress

[Coin World] Recently, I saw the stock price trend of a tech giant - after plummeting in the early session, it managed to rise 11% last month. Interestingly, institutions have also raised their earnings expectations for 2026. What do analysts think? Some admit there are risks, but they are more optimistic about several nodes: whether the new quarter's financial report guidance can exceed expectations, when the next-generation large model will be launched, and the monetization ability of social and messaging products. Two research institutions have given bullish target prices of $730 and $875 - both reasons point to the same thing: AI-driven growth still has a lot of room. In other words, the logic of this rebound lies not in past data, but in the future imagination of AI.

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MetaReckt

· 12-25 02:45

Haha, it's AI's imagination to the rescue again. As long as it goes up, that's all that matters, regardless of the fundamentals.

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MevHunter

· 12-24 13:29

Basically, it's just gambling on AI, nothing new. The key still depends on whether the financial report data can be realized; having only imagination... let's wait and see.

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AlwaysQuestioning

· 12-23 20:29

To put it bluntly, it's just betting on AI, right? Can it rebound this strongly without the support of AI? I just want to know how long this rise can hold; if the financial report fails, it will directly lead to dumping.

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screenshot_gains

· 12-23 20:25

The imagination in AI is really a gamble on whether it can be implemented later... Anyway, whoever has a good financial report now will rise, we will see the true results next quarter.

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FlatlineTrader

· 12-23 20:24

To be honest, this wave is purely an AI hype relay race; everyone knows that actual implementation is the key.

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PanicSeller

· 12-23 20:19

I've been listening to this rhetoric about AI imagination for over a year, but I just can't believe it. Anyway, I'll continue to lie flat and wait until the day I really see the money before I say anything.

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OvertimeSquid

· 12-23 20:16

The term "AI imagination" sounds quite vague, anyway, it's always "the future has potential", but in the end, it's still the financial reports that speak.

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rekt_but_resilient

· 12-23 20:13

The valuation driven by AI imagination can be pumped up, but once the large model doesn't perform as expected, it can drop sharply as well... That said, with such a large target price difference from 730 to 875, the institutions must be feeling uncertain too.

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