AI基建还能投多久?高盛:2-3年不是问题,回报窗口才刚开启

华尔街见闻
Jul 11

高盛表示,尽管AI商业化变现仍处早期阶段,但基于成本削减的第一阶段回报已经显现。预测到2030年AI自动化可为财富500强企业节省约9350亿美元成本。分析师认为,这一早期收益足以支撑当前AI基础设施投资水平,尽管增长率可能放缓。虽然AI投资周期正在从“投”走向“收”,但这不意味着“减速”就是“见顶”。据追风交易台,高盛在最新AI报告中指出,尽管增速趋缓,AI基建投资未来2-3年具备持续性,市场...

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