美国如今已是人工智能的一场豪赌

人工智能被视为应对美国经济所有威胁的灵丹妙药

Add BT as a preferred source

2025年至今，从公用事业、工业到医疗保健和银行等所有主要行业，在世界其他地区的表现均优于美国。这表明，如果人工智能未能如预期般为美国带来成效，该国的经济和市场将失去其目前赖以支撑的唯一支柱。图片来源：BLOOMBERG

DeeperDive is a beta AI feature. Refer to full articles for the facts.

Ruchir Sharma

Published Tue, Oct 7, 2025 · 04:36 PM

本文由AI辅助翻译

查看原文

尽管美国经济面临日益严峻的威胁——从高关税、移民崩溃、制度侵蚀、债务攀升到粘性通胀——但大型企业和投资者似乎并未动摇。他们越来越相信，人工智能（AI）是一股极其强大的力量，足以应对所有挑战。

近来，这种乐观情绪已成为一个自我实现的预言。企业在AI领域投入的数千亿美元，如今已占到今年美国国内生产总值（GDP）增长的40%，这一比例令人震惊。并且，一些分析师认为，该估算数据并未完全反映人工智能领域的支出，因此实际份额可能更高。

2025年至今，人工智能公司贡献了美国股市80%的涨幅。这为美国的增长提供了资金和动力，因为由AI驱动的股市吸引了来自世界各地的资金，并助推了富裕阶层的消费热潮。

Decoding Asia newsletter: your guide to navigating Asia in a new global order. Sign up here to get Decoding Asia newsletter. Delivered to your inbox. Free.

此翻译对您是否有帮助？

Artificial Intelligence US economy Financial markets

Share with us your feedback on BT's products and services

Feedback

TRENDING NOW

Chinese Foreign Minister Wang Yi stopped short of explicitly naming the US or Israel as aggressors, a telling omission from a country that otherwise speaks with little diplomatic timidity.

Beijing’s calculated silence on the Iran war

US President Donald Trump (left) with Chinese President Xi Jinping at a bilateral meeting on the sidelines of the Apec summit in Busan last October.

China pips the US if Asean is forced to choose, but analysts warn against reading it like a sports result

Air India has been one of the foreign carriers most affected by the outbreak of hostilities in the Middle East.

Air India asks Tata, Singapore Airlines for funds after US$2.4 billion loss

Malaysia Madani, or Civil Malaysia, is Prime Minister Anwar Ibrahim's slogan encapsulating positive values (such as humanity and strong governance) that would shape policy direction. But the "corporate mafia" claims have now cast the spotlight on governance credibility.

From 1MDB to ‘corporate mafia’: Is Malaysia facing a new governance test?