据《商业内幕》报道，全球最大投资公司之一的阿波罗全球管理公司表示，目前只有科技公司从AI热潮中分得了一杯羹。阿波罗全球管理公司在上周六发布的一份经济分析报告中指出，尽管包括英伟达和Meta在内的“科技七巨头”在AI热潮中实现了营收增长，但其他行业并未分享到这一增长红利。
AI似乎并未给其他行业带来增长红利
“美国主流企业正在减少投入，并开始将Token支出视为拖累利润率的成本中心，而非增长来源。除了科技行业之外，这项技术并未给美国企业带来任何财务回报。”阿波罗合伙人兼首席经济学家托斯滕·斯洛克(Torsten Slok)在报告中表示。
斯洛克通过一系列图表，分析了三项主要指标：人均营收、利润率和生产率增长。这些指标对科技公司而言大幅飙升，但对普通公司却并非如此。
自2022年以来，科技公司的人均营收飙升，从55万美元增至目前的近80万美元。与此同时，标普500指数中其他公司的这一指标变化不大，过去七年一直徘徊在55万美元左右。
同样地，自2022年以来，科技公司的利润率大幅攀升，而其他公司的利润率则停滞不前，维持在10%左右。
从整体经济来看，AI尚未像一些乐观人士所预测的那样，显著推动生产率增长。
本文由 AI宝库自动抓取并翻译，版权归原作者所有；如需查看原文请点下方链接。
According to Business Insight, Apollo Global Management, one of the largest investment companies in the world, states that only technology companies currently receive a piece from the AI boom. In an economic analysis of publish last Saturday, Apollo Global Management noted that, despite the growth of the “Scientific Seven” in the AI boom, including Weidar and Meta, this growth dividend was not shared by other industries.
AI doesn't seem to have brought growth to other industries. Dividend
“The mainstream business in the United States is reducing inputs and beginning to see Token expenditures as a cost centre that slows up profitability rather than a source of growth. Apart from the science and technology industry, this technology does not provide any financial returns to United States enterprises.” Tolsten Slok, the Associate and Chief Economist of Apollo, stated in his report.
Slock analysed three main indicators through a series of graphs: per capita earnings, profitability and productivity growth. These indicators have risen dramatically for technology companies, but not for ordinary companies.
Since 2022, there has been a sharp increase in the per capita catch of technology companies, from $0.55 million to nearly $0.8 million today. At the same time, there has been little change in this indicator for other companies in the Standard 500 index, which has hovered around $550,000 over the past seven years.
Similarly, since 2022, the profitability of technology companies has risen significantly, while that of others has stagnated and remained at around 10 per cent.
Overall, AI has not contributed significantly to productivity growth, as some optimists have predicted.
Auto-fetched and translated by AI Gem Box. All rights belong to the original author.