美联储理事沃勒：企业投资主要集中在AI领域，并未广泛分布。一旦扣掉AI，企业固定投资是下降的

Core Insights - The Federal Reserve Governor Waller indicated that corporate investments are primarily concentrated in the AI sector and are not widely distributed across other areas. Once AI investments are excluded, corporate fixed investments are on the decline [1] Group 1 - Corporate investments are heavily focused on AI, indicating a trend towards prioritizing technology over traditional sectors [1] - The overall fixed investment by companies is decreasing when AI-related expenditures are removed, suggesting potential weaknesses in other investment areas [1]