阿波罗：AI财务收益集中于科技巨头
阿波罗全球管理公司的分析显示，“科技七巨头”的通胀调整后人均营收和利润率上升，而标普500其余493家公司基本持平。阿波罗首席经济学家托尔斯滕·斯洛克还表示，尚无证据显示AI在科技行业之外提升了生产率，主流企业开始把词元支出视为成本。高盛经济学家扬·哈祖斯则认为，AI投资最终可能带来更高的生产率和全经济利润。
这一分析显示已报告的AI相关财务表现高度集中，但该对比本身不能证明差异由AI造成。
AI spending is generating revenue for technology providers, but most other S&P 500 companies have yet to show comparable gains in productivity or profit margins, a report by Apollo’s Daily Spark analysis has shown.
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Artificial intelligence has helped fuel a boom in technology spending, but the financial benefits remain difficult to spot across much of corporate America. Apollo Global Management chief economist Torsten Slok said on October 24 that revenue per worker and profit margins were rising for the Magnificent Seven technology stocks while remaining flat across the other 493 companies in the S&P 500.
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