监管放行能否撑住AI行情:政策预期、资本开支与现金流的三重检验

同花顺
Oct 01

特朗普在9月29日同时释放了两类信号:一边与多家AI企业负责人会面,推动企业自律并弱化前置立法约束;另一边签署行政令,要求联邦政府在一定范围内用“超级智能”(SI)替代“人工智能(885728)”(AI),并推出由人工智能(885728)驱动的联邦政府信息网站America.gov。市场真正要回答的问题,不是“AI监管是否全面放松”,而是:政策放行,能否抵消算力基础设施正在承受的利率、债务、利用率...

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