全球AI投资热还会持续多久

Group 1 - The core trend is a shift of global capital from the US market to non-US markets and from traditional industries to technology sectors, particularly AI-related industries [1] - The semiconductor sector has seen significant investment from global long-only funds due to the explosive growth in demand for computing power driven by the AI revolution [1] - Conversely, the industrial and healthcare sectors have experienced notable sell-offs, reflecting concerns over a slowdown in global manufacturing activity and uncertainties in healthcare policies due to geopolitical factors [1] Group 2 - Investment enthusiasm for the AI sector is expected to continue for a period, with predictions of an AI bull market lasting 2 to 4 years as technology evolves and integrates into various industries [2] - AI technology is rapidly advancing, reducing barriers to application, and is penetrating nearly all sectors, offering unlimited possibilities for efficiency improvement and business model transformation [2] - Investment paths in AI may face volatility and selection challenges, with a focus on practical application and profitability verification, leading to a more rational approach to capital allocation [2]