泉果基金刚登峰：AI产业的四个投资维度，哪个链条利润表现最好？

全景网2025-12-15

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”近日在上海科学会堂举行，泉果基金董事总经理刚登峰应邀参与演讲讨论环节。在讨论中，刚登峰结合“金融科技”的主题落点，主要分析了当前AI产业链条的几个投资重点。他特别提到，当前，以英伟达为首的芯片的设计者和制造商、品牌商，所驱动的经济链条，是目前利润兑现最为顺畅的环节之一，比如光模块龙头企业，甚至明年预测能达到两三百亿的利润体量。...

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