{"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":[],"concepts":[]},"sys":{"id":"5Eznwxgay6D1fPyK9fa58B","type":"Entry","createdAt":"2024-04-12T08:10:40.057Z","updatedAt":"2024-04-12T08:10:40.057Z","publishedVersion":2,"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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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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