2025年12月9日，贝莱德亚太区首席投资策略师本·鲍威尔表示，人工智能基础设施领域的资本支出持续高涨，远未触顶。他指出，科技巨头正加速投入AI竞赛，形成“赢家通吃”的竞争格局。在此背景下，为AI发展提供关键资源的“卖铲者”——包括芯片制造商、能源供应商和铜线生产商——将成为最明确的投资受益者。鲍威尔认为，这些基础支撑行业将长期受益于AI扩张带来的持续需求。
Source Link2025年12月9日，贝莱德亚太区首席投资策略师本·鲍威尔表示，人工智能基础设施领域的资本支出持续高涨，远未触顶。他指出，科技巨头正加速投入AI竞赛，形成“赢家通吃”的竞争格局。在此背景下，为AI发展提供关键资源的“卖铲者”——包括芯片制造商、能源供应商和铜线生产商——将成为最明确的投资受益者。鲍威尔认为，这些基础支撑行业将长期受益于AI扩张带来的持续需求。
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