金吾财讯 | 标普全球研究主管梅丽莎·奥托表示，中东危机正给AI领域大规模投资带来阻碍，油价高企或迫使科技巨头调整支出，进而影响全球股市。据悉，微软、亚马逊等科技巨头原计划2026年投入约6350亿美元用于AI基础设施，较上年增长显著。奥托指出，AI热潮曾推动全球股市走高，但冲突爆发后热情消退，能源成本攀升也成为AI发展的制约因素，若能源价格上涨30%，将损害消费者利益以及企业利益。
金吾财讯 | 标普全球研究主管梅丽莎·奥托表示，中东危机正给AI领域大规模投资带来阻碍，油价高企或迫使科技巨头调整支出，进而影响全球股市。据悉，微软、亚马逊等科技巨头原计划2026年投入约6350亿美元用于AI基础设施，较上年增长显著。奥托指出，AI热潮曾推动全球股市走高，但冲突爆发后热情消退，能源成本攀升也成为AI发展的制约因素，若能源价格上涨30%，将损害消费者利益以及企业利益。
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