AI“省钱”策略成制胜法宝?苹果7月创20多年最佳月度表现

格隆汇
Jul 28
根据道琼斯市场数据,苹果股价7月迄今的表现已跑赢纳斯达克100指数23个百分点,创下自2005年以来单月跑赢这一科技股指数的最大纪录。同时,苹果的表现也明显优于七巨头组合中的其他成分股,原因在于投资者日益将该公司克制的AI支出,视为一种优势而非劣势。曾经因“AI战略迟缓、投入不足”而饱受诟病的苹果,如今却因极其克制的资本支出,成为了躲过AI烧钱陷阱的“避风港”。分析人士表示,苹果与英伟达之间的市值排名互换表明,市场对资本密集型人工智能建设的怀疑态度日益加深。

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