研究称中国AI泡沫风险较低资本支出仅为美国十分之一_老虎社区_美港股上老虎

研究称中国AI泡沫风险较低资本支出仅为美国十分之一

DoNews12-05 19:17

随着AI投资规模持续扩大且投资回报率尚不明确，AI泡沫成为市场关注焦点。相较美国，业内普遍认为中国AI产业泡沫风险较小。12月5日，瑞银证券中国互联网行业分析师熊玮发布报告指出，当前中国出现“AI泡沫”的可能性不大，主因国内缺乏循环融资机制，且资本支出保持审慎。在美国，OpenAI与甲骨文、英伟达、AMD签署约1.4万亿美元基建协议，引发对掩盖真实商业逻辑的担忧。而中国领先的AI大模型开发商主要...

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