人工智能浪潮下软件和数据库融资带动无形资产投资激增

Group 1 - The core viewpoint of the report indicates that investment growth in intangible assets, such as data, software, and brands, is nearly three times faster than that in tangible assets like machinery and construction for 2024 [1] - In 2024, the United States leads in absolute investment in intangible assets, nearly double that of the combined total of France, Germany, Japan, and the UK [2] - Sweden remains the most intensive economy for intangible asset investment, with 16% of its GDP, followed closely by the US, France, and Finland at 15% each [2] Group 2 - The report shows that the share of intangible asset investment in GDP is increasing, approaching 14% in 2024, while tangible asset investment remains at 11% [3] - From 2011 to 2022, India experienced the fastest growth in intangible asset investment, with an annual growth rate of 6% [4] - Brazil's intangible asset investment surged by 14%, compared to an 8% increase in tangible asset investment [5] Group 3 - Software and databases are the fastest-growing types of intangible assets, with an annual growth rate exceeding 7% from 2013 to 2022 [6] - The current AI boom is driving growth in software and data investments, leading to two waves of investment: the "capability building" phase and the "structural transformation" phase [7] - AI's impact on tangible infrastructure investment is already evident in the US, with a growth of over 4% in tangible asset investment from 2023 to 2024 due to significant investments in AI-related infrastructure [7] Group 4 - Intangible assets are defined as the key competitive advantage for today's most valuable companies, deriving economic value from R&D, software, data, design, brands, and skilled talent [8] - Intangible assets drive competitive advantages, innovation, and customer loyalty in the knowledge economy, although their measurement and understanding remain insufficient [9]