高盛:Astra模型表现具重大意义,AI产业或迎来新一轮需求扩张

格隆汇
Sep 07
高盛Delta One交易台主管Rich Privorotsky指出,OpenAI新一代Astra模型的表现具有重大意义,模型能力明显领先同业,这类实质性的“智能突破”正是AI多头长期等待的讯号。若模型能力持续大幅跃升,AI产业可能迎来新一轮需求扩张,进一步延长资本支出周期;然而,在软银、甲骨文等相关个股率先上涨之际,日元升值、能源供应风险与美联储即将公布的CPI数据,仍可能成为这波AI乐观情绪能否延续的关键考验。

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