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机构:美国经济未如期衰退,AI 或为主要功臣

2025-07-23 14:39:08

ChainCatcher 消息,据外媒分析报道,三年来第二次,外界对美国经济衰退的担忧再度被现实打脸。而这一次,人工智能(AI)热潮或为主要功臣。

随着生成式 AI 步入第三年,其金融影响早已不再局限于芯片制造商的股价。数据中心建设和整体资本开支的猛增,正在以惊人的方式“美化”美国 GDP 数据。凯雷集团首席投资策略师 JasonThomas 指出,这种资本支出是美国企业的一次有效的再工业化,将其重点从软件和无形资产转向工厂、机械和能源投资上,这是前所未有的。这对 GDP 的影响是巨大的。

Thomas 估算,仅 AI 相关支出就可能贡献了今年第二季度美国 GDP 增速的三分之一。并且相关行业的订单仍在以 40% 以上的年增率持续扩张。

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