Fund Manager: AI is gradually entering the explosive application phase of the second half

智通財經
2025.08.10 10:27
今年以來，AI 正在進入從算力投入到雲服務消耗、再到商業化收入，最終回到算力再投入的良性循環，而 AI 應用的起量正是推動這一飛輪效應的關鍵。7 月 31 日，國務院常務會議審議通過了《關於深入實施 “人工智能 +” 行動的意見》，提出要深入實施 “人工智能 +” 行動，大力推進人工智能規模化商業化應用。多位受訪基金經理認為，雖然算力是 AI 產業裏面景氣度先行方向，但今年開始，AI 將進入商業化閉環新階段，海內外眾多 AI 應用加速起量，帶動 token 調用量爆發增長，核心產品 ARR 斜率走陡，AI 正逐漸進入下半場的應用爆發階段。
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