{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"Der Hype um Aktien aus dem Bereich Künstliche Intelligenz (KI) tritt in eine neue Phase ein. Während der zurückliegenden zwei Jahre feierten die von den neuen KI-Technologien begeisterten Börsianer eine „KI-Party“. In diesem Trubel gewannen Tech-Aktien deutlich an Wert. Die Aktien des Chipdesigners ","nodeType":"text"},{"data":{},"marks":[{"type":"italic"}],"value":"Nvidia","nodeType":"text"},{"data":{},"marks":[],"value":" sind das bekannteste Beispiel. ","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Doch nach dem Rausch der Party ist wieder der nüchterne und klare Blick auf den Markt gefragt. Laut der US-Investmentbank ","nodeType":"text"},{"data":{},"marks":[{"type":"italic"}],"value":"Goldman Sachs","nodeType":"text"},{"data":{},"marks":[],"value":" wollen Investoren nun sehen, dass die neuen KI-Technologien auch tatsächlich in Branchen Einzug halten. ","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[{"type":"italic"}],"value":"Goldman Sachs","nodeType":"text"},{"data":{},"marks":[],"value":" nennt das den Übergang „von der ","nodeType":"text"},{"data":{},"marks":[{"type":"italic"}],"value":"Aufregungsphase","nodeType":"text"},{"data":{},"marks":[],"value":" in die ","nodeType":"text"},{"data":{},"marks":[{"type":"italic"}],"value":"Bereitstellungsphase”","nodeType":"text"},{"data":{},"marks":[],"value":". Mit Blick auf die Aktien des Sektors erwartet die Bank eine Zweiteilung:","nodeType":"text"}],"nodeType":"paragraph"},{"data":{"target":{"metadata":{"tags":[]},"sys":{"id":"5Eznwxgay6D1fPyK9fa58B","type":"Entry","createdAt":"2024-04-12T08:10:40.057Z","updatedAt":"2024-04-12T08:10:40.057Z","revision":1,"contentType":{"sys":{"type":"Link","linkType":"ContentType","id":"quote"}},"locale":"de"},"fields":{"text":"Wir befinden uns in einer Ära größerer Streuung zwischen Wachstumsunternehmen mit hoher und niedriger Qualität."}}},"content":[],"nodeType":"embedded-entry-block"},{"data":{},"content":[{"data":{},"marks":[],"value":"Dieses Auseinandergehen am Markt wird darüber entscheiden, welche Aktien in Zukunft zu den Highflyern der Börse gehören und von welchen Unternehmen Anleger besser Abstand halten sollten. ","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Die Wachstumsaussichten für Unternehmen im Bereich KI (und damit auch deren Aktien) sind dabei unverändert gut. Der Markt mit KI-Produkten und Dienstleistungen verzeichnet heute weltweit ein Volumen von gut 1,2 Billionen Euro. Bis 2030 soll er auf zwölf Euro anwachsen. 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Gegenüber ","nodeType":"text"},{"data":{},"marks":[{"type":"italic"}],"value":"The Pioneer","nodeType":"text"},{"data":{},"marks":[],"value":" sagt er scherzhaft: „Künstliche Intelligenz ist Tech auf Speed” – ein Aufputschmittel für technologische Entwicklungen. Ernst meinend fügt er hinzu: „Das sind natürlich Goldgräberzeiten für Investoren.”","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Die KI-Technologie stünde noch immer am Anfang, sagt Hansen. Wäre die derzeitige KI ein ","nodeType":"text"},{"data":{},"marks":[{"type":"italic"}],"value":"iPhone","nodeType":"text"},{"data":{},"marks":[],"value":", wäre es ein ","nodeType":"text"},{"data":{},"marks":[{"type":"italic"}],"value":"iPhone 4","nodeType":"text"},{"data":{},"marks":[],"value":", das es vor 14 Jahren gab. Und so wie das ","nodeType":"text"},{"data":{},"marks":[{"type":"italic"}],"value":"iPhone ","nodeType":"text"},{"data":{},"marks":[],"value":"inzwischen in der 15. Generation angelangt ist, habe auch Künstliche Intelligenz noch zahlreiche Entwicklungsschritte vor sich.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{"target":{"metadata":{"tags":[]},"sys":{"id":"2XHvKisRQKkj1RkryBgv7U","type":"Entry","createdAt":"2024-04-12T08:38:53.304Z","updatedAt":"2024-04-12T08:39:55.545Z","revision":2,"contentType":{"sys":{"type":"Link","linkType":"ContentType","id":"imageWithMeta"}},"locale":"de"},"fields":{"id":"SW1hZ2VXaXRoTWV0YS0yWEh2S2lzUlFLa2oxUmtyeUJndjdV","url":"//image-service.thepioneer.de/show/mj324dykhxwi/53gCmrHZH7iqny0BJWpTV8/e45560ef72f8797d2400e3803854299f/Dr._Hauke_Hansen_Kopie_3.jpeg","preview":"","width":1280,"height":1053,"assetId":"53gCmrHZH7iqny0BJWpTV8","link":null,"copyright":"AI.FUND","title":"Hauke Hansen","caption":"Hauke Hansen, Investor und Gründungspartner von AI.FUND","description":"","alt":"Hauke Hansen","fileSize":202979,"contentType":"image/jpeg"}}},"content":[],"nodeType":"embedded-entry-block"},{"data":{},"content":[{"data":{},"marks":[],"value":"Doch es reicht für einen Anleger nicht, in ein Unternehmen zu investieren, das „irgendwas” mit KI macht, wenn es wie ","nodeType":"text"},{"data":{},"marks":[{"type":"italic"}],"value":"Dropbox","nodeType":"text"},{"data":{},"marks":[],"value":" Kunden verliert oder wie ","nodeType":"text"},{"data":{},"marks":[{"type":"italic"}],"value":"C3.ai ","nodeType":"text"},{"data":{},"marks":[],"value":"immer größere Verluste schreibt. Das kann an der Börse eine Zeit lang gutgehen, doch langfristig müssen die Unternehmen beweisen, dass sie in der Lage sind, nachhaltig Wachstum zu generieren.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Fragen, die Anleger vor ihren Investments klären müssen, sind nun, ob sich ","nodeType":"text"},{"data":{},"marks":[{"type":"underline"}],"value":"mit den KI-Produkten auch Geld verdienen","nodeType":"text"},{"data":{},"marks":[],"value":" lässt, ob sie eine ","nodeType":"text"},{"data":{},"marks":[{"type":"underline"}],"value":"Chance gegen die Konkurrenz","nodeType":"text"},{"data":{},"marks":[],"value":" haben und ","nodeType":"text"},{"data":{},"marks":[{"type":"underline"}],"value":"wo noch entwickelt werden muss","nodeType":"text"},{"data":{},"marks":[],"value":", bevor es einem Kunden präsentiert werden kann.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[{"type":"italic"}],"value":"The Pioneer","nodeType":"text"},{"data":{},"marks":[],"value":" stellt zehn Aktien vor, die vom KI-Trend profitieren. 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