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亚洲人工智能涨势正在收窄，但投资机遇也在拓宽

投资者或能找到提供更佳入场点、更明确盈利驱动因素和竞争较小仓位的公司

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    • 中国正在多个人工智能领域取得进展：开源模型、人形机器人和实体人工智能、半导体设备及国内供应链。
    • 中国正在多个人工智能领域取得进展：开源模型、人形机器人和实体人工智能、半导体设备及国内供应链。 图片来源：路透社

    Vikas Pershad

    Published Thu, Jul 23, 2026 · 01:36 PM

    本文由AI辅助翻译

    查看原文

    人工智能已改变了投资者看待亚洲股市的方式。

    第一阶段的逻辑简单易懂：买入那些显而易见的受益者。这些公司包括半导体行业的领导者、存储器制造商、晶圆代工厂、硬件供应商，以及那些与全球人工智能基础设施支出关系最密切的公司。

    这笔交易并没有错。台湾和韩国已成为数码经济的关键“收费站”。资本支出周期是真实存在的：高盛全球研究所 (Goldman Sachs Global Institute) 估计，年度人工智能资本支出将在2026年达到7650亿美元，到2031年将增至1.6万亿美元。

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