瑞银:AI可能继续推动长期股票表现

格隆汇
30 May

格隆汇5月30日|瑞银全球财富管理首席投资办公室研报表示,尽管存在短期波动,但AI可能继续推动长期股票表现。瑞银预计,全球AI支出在2025年将达到3,600亿美元,增长60%,并在2026年进一步增长至4,800亿美元。该办公室指出,四大全球领先云平台的近期业绩显示其总收入实现了24%的强劲同比增长,并补充称,强劲的云业务增长应会缩小AI支出与商业化变现之间的差距,而AI在各行业和不同规模企业中...

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