人工智能吸引过半数风投资金流入，华尔街却开始警惕“AI泡沫”

Group 1 - The World Trade Organization (WTO) has raised its global goods trade growth forecast for the first half of 2025 to 2.4%, up from 0.9% in August, driven by increased demand for AI-related products, a surge in imports in North America before tariff hikes, and active trade among emerging economies [1] - In 2025, venture capital is expected to see over half of its funding flow into the AI sector for the first time, with AI startups attracting a record $192.7 billion in investments since 2025 [3] - The proportion of venture capital directed towards AI companies reached 62.7% in the recent quarter in the U.S., while globally it was 53.2% [3] Group 2 - Concerns have been raised about a potential "industrial bubble" in the AI sector, with notable figures like Jeff Bezos and Goldman Sachs CEO David Solomon warning that the current excitement may overlook significant risks [3][4] - To sustain current data center expenditures, large tech companies need to generate $480 billion in revenue, and for next year's spending, this figure could rise to $1 trillion [3] - Market analysts express a cautious perspective, likening the current AI trading environment to one of the greatest speculative frenzies in market history [4]