Group 1 - The core viewpoint of the articles emphasizes that the current AI industrial revolution, despite facing skepticism similar to past technological shifts, possesses a significant "flywheel effect" that will drive demand for computational resources and indirectly boost employment in traditional industries [1] - Chinese tech giants are leveraging the Spring Festival to promote AI applications to the general public, marking a crucial transition from B2B (business-to-business) to B2C (business-to-consumer) in AI commercialization, occurring earlier than market expectations [1] - The AI revolution is expected to foster a new wave of public innovation, empowering various sectors such as finance, healthcare, and education, which will lead to economic effects and the emergence of new job opportunities [1] Group 2 - Ordinary individuals can capitalize on the current technological trends by investing in related ETFs, such as the Hang Seng Internet ETF (513330.SH) and its connected fund (013172.OF), which provide exposure to major Chinese tech companies involved in the AI industry [2] - These companies, including Alibaba, Tencent, Meituan, Baidu, Xiaomi, and Bilibili, have healthy cash flows and are in the early stages of capital expenditure expansion, benefiting from a comprehensive AI ecosystem that spans chips, models, cloud services, and applications [2] - The advantages gained during the internet era, such as a vast user base, skilled engineers, and algorithmic training, are expected to lead to a new round of value reassessment in the AI era [2]
为什么说AI科技的“飞轮效应”,是对“脱实向虚”“AI泡沫论”的有力回击?
Mei Ri Jing Ji Xin Wen·2026-02-12 04:48