2月9日，M&G Investments分析师法比亚娜·费德利表示，近期全球科技股抛售并不意味着人工智能投资热潮终结。她指出，这更像是“一次有意义的市场调整，而非AI投资周期的结构性断裂”。
费德利认为，投资机会远不止集中在少数几家受到市场关注的美国大型科技公司。在消费、传媒和金融等多个行业，企业正积极部署AI以优化成本结构和提升收入表现。她补充道，AI投资热潮的最大受益者可能并非那些投入巨资的公司，而是最善于抓住AI机会、具备战略布局优势的企业。
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