全球AI 发展进入新阶段,我们在此前的3 月3 日《AI 投资:日渐清晰的基本面亮点》与4 月22 日《AI:新一轮科技革命改变世界》报告中就对人工智能(AI)发展方向进行展望,大致可以总结出几点中长期影响:(1)拉动增长的同时替代就业,可能形成“无就业或负就业式的经济增长”;(2)提高生产效率+降低人力成本+丰富市场供给+优化定价流程→通胀中枢下移;(3)投资中枢可能阶段性地维持在强于消费的状态...
Source Link全球AI 发展进入新阶段,我们在此前的3 月3 日《AI 投资:日渐清晰的基本面亮点》与4 月22 日《AI:新一轮科技革命改变世界》报告中就对人工智能(AI)发展方向进行展望,大致可以总结出几点中长期影响:(1)拉动增长的同时替代就业,可能形成“无就业或负就业式的经济增长”;(2)提高生产效率+降低人力成本+丰富市场供给+优化定价流程→通胀中枢下移;(3)投资中枢可能阶段性地维持在强于消费的状态...
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