巴克莱银行首席客户官:AI周期或长于预期,中国产业链崛起

智通财经
Jun 27
【巴克莱银行首席客户官:AI周期或长于预期,中国产业链崛起】巴克莱银行首席客户官Stephen Dainton近日在接受记者专访时表示,以史为鉴,科技投资周期持续的时间往往超出预期。AI周期一拉长,增长势头自然会吸引海量资本。但并非所有资本都能带来预期回报,有些甚至可能血本无归,因为这中间难免涌入投机资金。这场技术变革正在重塑每一家公司的商业模式。在AI热潮中,Dainton发现,中国正在清楚地定义一种完整产业链的崛起,已经从单项技术演进为全产业生态系统。资本正向支撑这场产业变革的基础设施领域重新配置,无论是电力、道路还是电网基础设施,都面临巨大的资本投入和变革需求。过去五年在中国崭露头角的这批公司,将继续成长、壮大,实现规模化、产业化。

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