产业链业绩激增,中国AI的确定性与想象力

21世纪经济报道
Sep 02

21世纪经济报道记者彭新随着2025年中报披露期结束,备受资本市场关注的人工智能(AI)产业链企业均已交出成绩单。从中报业绩来看,人工智能产业链各上市公司业绩有所分化,上下游景气各有不同,但AI驱动业绩长期向好趋势不变。Wind数据显示,在已披露半年报的85家AI产业链上市公司中,近三分之二实现盈利,其中15家公司净利润增幅超过100%。这些高增长企业绝大多数集中在算力基础设施领域。AI基础设施...

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