{"id":6802,"date":"2025-02-06T13:05:14","date_gmt":"2025-02-06T13:05:14","guid":{"rendered":"https:\/\/thewallstreetfan.com\/vi\/?p=6802"},"modified":"2025-02-06T13:05:14","modified_gmt":"2025-02-06T13:05:14","slug":"chien-luoc-dau-tu-ai-cua-david-tepper-dieu-huong-qua-mot-quy-chuyen-doi","status":"publish","type":"post","link":"https:\/\/thewallstreetfan.com\/vi\/chien-luoc-dau-tu-ai-cua-david-tepper-dieu-huong-qua-mot-quy-chuyen-doi\/","title":{"rendered":"Chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 AI c\u1ee7a David Tepper: \u0110i\u1ec1u h\u01b0\u1edbng qua m\u1ed9t qu\u00fd chuy\u1ec3n \u0111\u1ed5i"},"content":{"rendered":"

David Tepper, c\u00e1i t\u00ean \u0111\u1ed3ng ngh\u0129a v\u1edbi th\u00e0nh c\u00f4ng tr\u00ean Ph\u1ed1 Wall, l\u00e3nh \u0111\u1ea1o Appaloosa Management, m\u1ed9t qu\u1ef9 \u0111\u1ea7u c\u01a1 m\u00e0 \u00f4ng th\u00e0nh l\u1eadp n\u0103m 1993. \u0110\u01b0\u1ee3c Forbes ca ng\u1ee3i l\u00e0 “c\u00f3 th\u1ec3 n\u00f3i l\u00e0 nh\u00e0 qu\u1ea3n l\u00fd qu\u1ef9 \u0111\u1ea7u c\u01a1 v\u0129 \u0111\u1ea1i nh\u1ea5t trong th\u1ebf h\u1ec7 c\u1ee7a \u00f4ng”, Appaloosa c\u1ee7a Tepper li\u00ean t\u1ee5c mang l\u1ea1i hi\u1ec7u su\u1ea5t tuy\u1ec7t v\u1eddi, v\u01b0\u1ee3t xa S&P 500 g\u1ea7n 17% trong ba n\u0103m qua.<\/p>\n

Danh m\u1ee5c \u0111\u1ea7u t\u01b0 c\u1ee7a Appaloosa, \u0111\u1eb7c bi\u1ec7t t\u1eadp trung v\u00e0o c\u1ed5 phi\u1ebfu tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI), nh\u1ea5n m\u1ea1nh ni\u1ec1m tin c\u1ee7a qu\u1ef9 \u0111\u1ea7u c\u01a1 n\u00e0y v\u00e0o ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng c\u1ee7a ng\u00e0nh. T\u00ednh \u0111\u1ebfn qu\u00fd 4, n\u0103m c\u00f4ng ty AI ch\u1ee7 ch\u1ed1t chi\u1ebfm h\u01a1n 46% t\u1ed5ng s\u1ed1 c\u1ed5 ph\u1ea7n n\u1eafm gi\u1eef c\u1ee7a qu\u1ef9:<\/p>\n

Meta Platforms (NASDAQ: META): 11,6%<\/p>\n

Microsoft (NASDAQ: MSFT): 11,3%<\/p>\n

Amazon (NASDAQ: AMZN): 10,6%<\/p>\n

Nvidia (NASDAQ: NVDA): 6,9%<\/p>\n

Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG): 5,7%<\/p>\n

M\u1eb7c d\u00f9 c\u00e1c c\u1ed5 ph\u1ea7n n\u1eafm gi\u1eef n\u00e0y c\u00f3 v\u1ebb \u1ed5n \u0111\u1ecbnh k\u1ec3 t\u1eeb qu\u00fd tr\u01b0\u1edbc, nh\u01b0ng khi xem x\u00e9t k\u1ef9 h\u01a1n, ch\u00fang ta s\u1ebd th\u1ea5y nh\u1eefng \u0111i\u1ec1u ch\u1ec9nh chi\u1ebfn l\u01b0\u1ee3c \u0111\u00e1ng k\u1ec3. H\u00e3y c\u00f9ng t\u00ecm hi\u1ec3u s\u00e2u h\u01a1n v\u1ec1 nh\u1eefng thay \u0111\u1ed5i n\u00e0y v\u00e0 \u00fd ngh\u0129a c\u1ee7a ch\u00fang \u0111\u1ed1i v\u1edbi lu\u1eadn \u0111i\u1ec3m \u0111\u1ea7u t\u01b0 AI c\u1ee7a Tepper.<\/p>\n

Meta Platforms: C\u1ee7ng c\u1ed1 s\u1ef1 th\u1ed1ng tr\u1ecb AI c\u1ee7a m\u00ecnh<\/strong><\/p>\n

Meta Platforms v\u1eabn l\u00e0 n\u1ec1n t\u1ea3ng trong danh m\u1ee5c \u0111\u1ea7u t\u01b0 c\u1ee7a Tepper. N\u0103ng l\u1ef1c c\u1ee7a c\u00f4ng ty trong vi\u1ec7c t\u1eadn d\u1ee5ng AI \u0111\u1ec3 qu\u1ea3n l\u00fd n\u1ed9i dung tr\u00ean c\u00e1c n\u1ec1n t\u1ea3ng c\u1ee7a m\u00ecnh v\u00e0 v\u1ecb th\u1ebf l\u00e0 m\u1ed9t c\u00f4ng ty qu\u1ea3ng c\u00e1o k\u1ef9 thu\u1eadt s\u1ed1 h\u00e0ng \u0111\u1ea7u \u0111\u00e3 \u0111\u01b0\u1ee3c c\u00f4ng nh\u1eadn r\u1ed9ng r\u00e3i. C\u00e1c s\u00e1ng ki\u1ebfn \u200b\u200bg\u1ea7n \u0111\u00e2y bao g\u1ed3m tri\u1ec3n khai c\u00e1c c\u00f4ng c\u1ee5 do AI \u0111i\u1ec1u khi\u1ec3n cho c\u00e1c nh\u00e0 qu\u1ea3ng c\u00e1o v\u00e0 ph\u00e1t tri\u1ec3n LLaMA AI, n\u00e2ng cao \u0111\u1ec1 xu\u1ea5t gi\u00e1 tr\u1ecb c\u1ee7a Meta. M\u1eb7c d\u00f9 s\u1ed1 l\u01b0\u1ee3ng c\u1ed5 phi\u1ebfu gi\u1ea3m nh\u1eb9, nh\u01b0ng hi\u1ec7u su\u1ea5t tuy\u1ec7t v\u1eddi c\u1ee7a Meta v\u00e0o n\u0103m ngo\u00e1i c\u00f3 ngh\u0129a l\u00e0 tr\u1ecdng s\u1ed1 danh m\u1ee5c \u0111\u1ea7u t\u01b0 c\u1ee7a c\u00f4ng ty v\u1eabn kh\u00f4ng b\u1ecb \u1ea3nh h\u01b0\u1edfng nhi\u1ec1u.<\/p>\n

Microsoft: T\u1eadn d\u1ee5ng AI t\u1ea1o ra<\/strong><\/p>\n

Microsoft \u0111\u00e3 t\u00edch h\u1ee3p AI t\u1ea1o ra m\u1ed9t c\u00e1ch li\u1ec1n m\u1ea1ch v\u00e0o b\u1ed9 c\u00f4ng c\u1ee5 n\u0103ng su\u1ea5t v\u00e0 d\u1ecbch v\u1ee5 \u0111\u00e1m m\u00e2y c\u1ee7a m\u00ecnh, \u0111\u1eb7c bi\u1ec7t l\u00e0 th\u00f4ng qua tr\u1ee3 l\u00fd AI, Copilot. S\u1ef1 \u0111\u1ed5i m\u1edbi n\u00e0y \u0111\u00e3 c\u00e1ch m\u1ea1ng h\u00f3a n\u0103ng su\u1ea5t c\u1ee7a ng\u01b0\u1eddi d\u00f9ng v\u00e0 c\u0169ng \u0111\u1ecbnh v\u1ecb Azure \u0111\u1ec3 t\u0103ng tr\u01b0\u1edfng \u0111\u00e1ng k\u1ec3, \u0111\u01b0\u1ee3c h\u1ed7 tr\u1ee3 b\u1edfi nhu c\u1ea7u v\u1ec1 AI t\u0103ng \u0111\u1ed9t bi\u1ebfn. C\u1ed5 ph\u1ea7n t\u0103ng c\u1ee7a Tepper t\u1ea1i Microsoft, hi\u1ec7n chi\u1ebfm 11,3% danh m\u1ee5c \u0111\u1ea7u t\u01b0 c\u1ee7a \u00f4ng, ph\u1ea3n \u00e1nh s\u1ef1 t\u1ef1 tin v\u00e0o \u0111\u1ecbnh h\u01b0\u1edbng chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a c\u00f4ng ty v\u00e0 gi\u00e1 c\u1ea3 c\u1ea1nh tranh c\u1ee7a c\u00f4ng ty.<\/p>\n

Amazon: Th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed v\u00e0 \u0111\u1ed5i m\u1edbi \u0111\u00e1m m\u00e2y do AI th\u00fac \u0111\u1ea9y<\/strong><\/p>\n

Vi\u1ec7c Amazon t\u00edch h\u1ee3p AI tr\u00ean kh\u1eafp c\u00e1c ph\u00e2n kh\u00fac kinh doanh c\u1ee7a m\u00ecnh\u2014t\u1eeb th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed \u0111\u1ebfn \u0111i\u1ec7n to\u00e1n \u0111\u00e1m m\u00e2y\u2014l\u00e0m n\u1ed5i b\u1eadt l\u1ee3i th\u1ebf \u0111\u1ed5i m\u1edbi c\u1ee7a c\u00f4ng ty. Vi\u1ec7c gi\u1edbi thi\u1ec7u Amazon Rufus v\u00e0 quy\u1ec1n truy c\u1eadp v\u00e0o c\u00e1c m\u00f4 h\u00ecnh AI t\u1ea1o ra ti\u00ean ti\u1ebfn tr\u00ean AWS nh\u1ea5n m\u1ea1nh cam k\u1ebft c\u1ee7a Amazon trong vi\u1ec7c t\u1eadn d\u1ee5ng AI \u0111\u1ec3 t\u0103ng tr\u01b0\u1edfng.<\/p>\n

Nvidia: Th\u1eadn tr\u1ecdng khi \u0111i \u0111\u1ea7u trong l\u00e0n s\u00f3ng AI<\/strong><\/p>\n

GPU c\u1ee7a Nvidia \u0111\u00e3 tr\u1edf th\u00e0nh t\u1eeb \u0111\u1ed3ng ngh\u0129a v\u1edbi AI v\u00e0 ho\u1ea1t \u0111\u1ed9ng c\u1ee7a trung t\u00e2m d\u1eef li\u1ec7u, . M\u1eb7c d\u00f9 v\u1eady, Tepper \u0111\u00e3 gi\u1ea3m c\u1ed5 ph\u1ea7n c\u1ee7a m\u00ecnh t\u1ea1i Nvidia sau khi c\u1ed5 phi\u1ebfu n\u00e0y t\u0103ng gi\u00e1 \u0111\u00e1ng k\u1ec3 v\u00e0o n\u0103m ngo\u00e1i. S\u1ef1 \u0111i\u1ec1u ch\u1ec9nh n\u00e0y ph\u1ea3n \u00e1nh s\u1ef1 t\u00e1i ph\u00e2n b\u1ed5 chi\u1ebfn l\u01b0\u1ee3c trong danh m\u1ee5c \u0111\u1ea7u t\u01b0 t\u1eadp trung v\u00e0o AI c\u1ee7a Appaloosa.<\/p>\n

Alphabet: T\u00e1i t\u1eadp trung gi\u1eefa nh\u1eefng ti\u1ebfn b\u1ed9 c\u1ee7a AI<\/strong><\/p>\n

Vi\u1ec7c Alphabet \u0111\u1ea7u t\u01b0 v\u00e0o AI t\u1ea1o sinh v\u00e0 b\u1ed9 s\u1ea3n ph\u1ea9m t\u00edch h\u1ee3p AI tr\u00ean Android v\u00e0 Google Cloud cho th\u1ea5y cam k\u1ebft d\u1eabn \u0111\u1ea7u trong \u0111\u1ed5i m\u1edbi AI c\u1ee7a c\u00f4ng ty. Tuy nhi\u00ean, vi\u1ec7c Tepper gi\u1ea3m c\u1ed5 phi\u1ebfu Alphabet cho th\u1ea5y m\u1ed9t s\u1ef1 thay \u0111\u1ed5i chi\u1ebfn l\u01b0\u1ee3c h\u01b0\u1edbng t\u1edbi c\u00e1c c\u00f4ng ty nh\u01b0 Microsoft v\u00e0 Amazon, m\u00e0 \u00f4ng c\u00f3 th\u1ec3 coi l\u00e0 cung c\u1ea5p nhi\u1ec1u c\u01a1 h\u1ed9i t\u0103ng tr\u01b0\u1edfng h\u1ea5p d\u1eabn h\u01a1n trong l\u0129nh v\u1ef1c AI.<\/p>\n

Th\u00f4ng tin chi ti\u1ebft v\u1ec1 chi\u1ebfn l\u01b0\u1ee3c<\/strong><\/p>\n

Vi\u1ec7c \u0111i\u1ec1u ch\u1ec9nh l\u01b0\u1ee3ng c\u1ed5 phi\u1ebfu AI n\u1eafm gi\u1eef c\u1ee7a Appaloosa Management ph\u1ea3n \u00e1nh m\u1ed9t chi\u1ebfn l\u01b0\u1ee3c tinh t\u1ebf v\u1ec1 cu\u1ed9c c\u00e1ch m\u1ea1ng AI trong khi qu\u1ea3n l\u00fd r\u1ee7i ro v\u00e0 t\u1eadn d\u1ee5ng c\u00e1c c\u01a1 h\u1ed9i. C\u00e1c \u0111\u1ed9ng th\u00e1i c\u1ee7a Tepper kh\u00f4ng ch\u1ec9 l\u00e0m n\u1ed5i b\u1eadt s\u1ef1 t\u1ef1 tin c\u1ee7a \u00f4ng v\u00e0o ti\u1ec1m n\u0103ng chuy\u1ec3n \u0111\u1ed5i c\u1ee7a AI m\u00e0 c\u00f2n cho th\u1ea5y con m\u1eaft tinh t\u01b0\u1eddng trong vi\u1ec7c c\u00e2n b\u1eb1ng m\u1ee9c \u0111\u1ed9 t\u1eadp trung danh m\u1ee5c \u0111\u1ea7u t\u01b0. Khi b\u1ed1i c\u1ea3nh AI ti\u1ebfp t\u1ee5c ph\u00e1t tri\u1ec3n, c\u00e1c l\u1ef1a ch\u1ecdn \u0111\u1ea7u t\u01b0 c\u1ee7a Tepper c\u00f3 th\u1ec3 s\u1ebd v\u1eabn l\u00e0 m\u1ed9t ch\u1ec9 b\u00e1o cho c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 s\u00e1ng su\u1ed1t \u0111ang t\u00ecm c\u00e1ch \u0111i\u1ec1u h\u01b0\u1edbng s\u1ef1 ph\u1ee9c t\u1ea1p c\u1ee7a l\u0129nh v\u1ef1c AI \u0111ang ph\u00e1t tri\u1ec3n m\u1ea1nh m\u1ebd.<\/p>\n

B\u1ea1n c\u00f3 quan t\u00e2m \u0111\u1ebfn C\u1ed5 phi\u1ebfu kh\u00f4ng? B\u1ea1n c\u00f3 th\u1ec3 ch\u1ecdn kh\u00e1m ph\u00e1 c\u00e1c \u00f4 FXORO Global.<\/strong><\/p>\n

\n Register<\/a>\n

Ho\u1eb7c \u0111\u0103ng nh\u1eadp<\/a>, n\u1ebfu b\u1ea1n \u0111\u00e3 c\u00f3 t\u00e0i kho\u1ea3n.<\/p>\n

Giao d\u1ecbch c\u00f3 r\u1ee7i ro.<\/p>\n <\/div>\n

Ngu\u1ed3n: https:\/\/www.cnbc.com\/2024\/01\/24\/microsoft-3-trillion-market-cap.html<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

David Tepper, c\u00e1i t\u00ean \u0111\u1ed3ng ngh\u0129a v\u1edbi th\u00e0nh c\u00f4ng tr\u00ean Ph\u1ed1 Wall, l\u00e3nh \u0111\u1ea1o Appaloosa Management, m\u1ed9t qu\u1ef9 \u0111\u1ea7u c\u01a1 m\u00e0 \u00f4ng th\u00e0nh l\u1eadp n\u0103m 1993. \u0110\u01b0\u1ee3c Forbes ca ng\u1ee3i l\u00e0 “c\u00f3 th\u1ec3 n\u00f3i l\u00e0 nh\u00e0 qu\u1ea3n l\u00fd qu\u1ef9 \u0111\u1ea7u c\u01a1 v\u0129 \u0111\u1ea1i nh\u1ea5t trong th\u1ebf h\u1ec7 c\u1ee7a \u00f4ng”, Appaloosa c\u1ee7a Tepper li\u00ean t\u1ee5c mang […]<\/p>\n","protected":false},"author":1,"featured_media":6287,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-6802","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"aioseo_notices":[],"acf":[],"_links":{"self":[{"href":"https:\/\/thewallstreetfan.com\/vi\/wp-json\/wp\/v2\/posts\/6802","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thewallstreetfan.com\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thewallstreetfan.com\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thewallstreetfan.com\/vi\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thewallstreetfan.com\/vi\/wp-json\/wp\/v2\/comments?post=6802"}],"version-history":[{"count":1,"href":"https:\/\/thewallstreetfan.com\/vi\/wp-json\/wp\/v2\/posts\/6802\/revisions"}],"predecessor-version":[{"id":6803,"href":"https:\/\/thewallstreetfan.com\/vi\/wp-json\/wp\/v2\/posts\/6802\/revisions\/6803"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thewallstreetfan.com\/vi\/wp-json\/wp\/v2\/media\/6287"}],"wp:attachment":[{"href":"https:\/\/thewallstreetfan.com\/vi\/wp-json\/wp\/v2\/media?parent=6802"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thewallstreetfan.com\/vi\/wp-json\/wp\/v2\/categories?post=6802"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thewallstreetfan.com\/vi\/wp-json\/wp\/v2\/tags?post=6802"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}