泉果基金刚登峰：需密切关注AI应用的发展和机会

东方财富2025-11-21

泉果基金董事总经理刚登峰在友仑集团联合复旦大学国际金融学院等机构主办的“2025国际金融科技论坛”上深入剖析了AI产业链的投资机会与挑战，特别强调了AI应用层的重要性。刚登峰指出，真正杀手级的AI应用层面是目前大家争议最大的部分，因为这个才是整个产业链最后能够打通的关键环节。他以OpenAI为例进行分析，OpenAI今年预计的收入大概在150亿美金，与很多云服务厂商都签订了千亿美金级CapEx的...

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荷马先生
2025-11-21
荷马先生
没有独立分析能力，嚼他人残渣蔬菜，不配引领投资

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