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全球科技热潮下东盟的隐性红利

水涨船高，前提是船要坚固。在人工智能领域，东盟的“船”并非最大，但其定位精准，且日益专业化。

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    • 作者表示，尽管没有本土的人工智能巨头，东盟仍能从这股热潮中获得可观的利益。
    • 作者表示，尽管没有本土的人工智能巨头，东盟仍能从这股热潮中获得可观的利益。 图片来源：路透社

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

    Grace Lim

    Published Fri, Jan 2, 2026 · 07:00 AM

    本文由AI辅助翻译

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    当前由人工智能（AI）驱动的投资周期与以往的科技热潮有所不同，但仍有继续发展的空间。

    全球超大规模数据中心运营商的资本支出高度集中，正在重塑贸易流和硬件需求，且没有明显的泡沫迹象。

    即便没有本土的人工智能巨头，亚细安仍能凭借其供应链深度、数据中心的外国直接投资（FDI）、地缘政治多元化以及成熟制程节点的韧性，获得可观的利益。

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