海外AI厂商ARR高增，产业发展持续推进 | 投研报告

中国能源网2025-06-30

东吴证券近日发布电力设备行业跟踪周报：近期海外AI股票表现较为强势，产业趋势较为明显，特别是海外大部分AI公司逐步开始实现收入高增，产业也进入放量阶段，如chatgpt六月份公布ARR达到100亿美金，而对比之下去年全年为55亿美金；Anthropic的五月份ARR达到30亿美金，其去年底约为10亿美金，三月达到20亿美金。东吴证券近日发布电力设备行业跟踪周报：近期海外AI股票表现较为强势，产业...

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