朱云来：标普 500 中 AI 相关股票的合计市值占比已升至 43%

At the Global Wealth Management Forum · 2025 Shanghai Suhe Bay Conference, Zhu Yunlai, former president and CEO of China International Capital Corporation (CICC) and visiting professor of management practice at Tsinghua University, stated that recently, the global wealth management investment and financial services industry has increased its investment and application of AI. The impact of AI digitization on investment and capital markets is particularly evident. According to statistics, as of June 30, 2025, the combined market capitalization of approximately 30 AI-related stocks in the S&P 500 has risen to 43%, significantly higher than the 26% at the time of the release of the conversational ChatGPT 3.5 version in November 2022. Further data from the United States indicates that after the widespread adoption of AI in 2022, hedge funds that adopted AI achieved an annualized excess return that was 4% to 6% higher on average than those that did not