Core Viewpoint - The current AI market is mirroring the classic narrative of "to get rich, first build the road," indicating that the foundational infrastructure for AI is largely in place, and the focus is now on whether there are viable applications that can generate profits [1] Group 1 - The AI "road" has been largely constructed, and market attention is shifting towards the application side to see if there are "vehicles" that can run on it [1] - If enterprise-level applications can achieve scalable profitability, AI investments will enter a new phase of value realization [1] - Conversely, if downstream application scenarios fail to deliver, the substantial initial investments could lead to significant debt burdens, potentially resulting in a rapid industry bubble burst [1]
付鹏：现在AI市场的焦点是“路修好了，有车跑吗”
Xin Lang Cai Jing·2025-12-20 07:48