Why Invest in AIAug 08, 2026

外资机构密集发声：AI资本开支拐点隐现，为什么AI仍是下半年最确定的投资主线？

2026年8月，联博基金、路博迈、摩根士丹利等多家外资机构密集发布下半年研判，普遍认为AI基本面有支撑但波动加大。本文结合外资机构最新观点与中信证券研报，从资本开支拐点、中美路径差异、投资逻辑从算力向应用切换等角度，深度解析为什么AI依然是

103 reads

Why Invest in AIAug 07, 2026

AI Investment Enters 'Half-Time Reset': Policy Boost and Commercialization Inflection Reshape H2 2026 Strategy

In early August, China's NDRC and MIIT made intensive deployments around 'AI+', projecting over 30% growth for the AI in

99 reads

Why Invest in AIAug 06, 2026

公募基金调仓新动向：AI投资主线从算力转向应用端，商业化兑现成下半场关键词

2026年8月初，AI赛道呈现明显高低切换，公募基金持仓与资金意愿正从估值拥挤的算力硬件，向股价低位的AI应用领域扩散。本文结合中信证券、摩根士丹利等头部机构最新研判，深度解析AI投资下半场“应用为王、业绩兑现”的新主线逻辑，帮助投资者理解

100 reads

Why Invest in AIAug 05, 2026

AI Investment Logic Upgraded: Global AI Funding Hits Record High in Q2 2026, Institutions Bullish on Trillion-Dollar Track

Global AI enterprise funding surpassed $80 billion in Q2 2026, a record high. This article analyzes the evolution of AI

78 reads

Why Invest in AIJul 30, 2026

2026 H2 AI Investment New Logic: From Tech Breakthrough to Commercial Value Validation

In July 2026, AI investment enters the value validation phase, with tech breakthroughs accelerating commercial conversio

74 reads

Why Invest in AIJul 29, 2026

AI Investment Surges 45% in H1 2026, Manufacturing Intelligence Becomes New Growth Engine

In H1 2026, China's AI industry investment grew 45% YoY, with manufacturing AI application investment rising 62%, the fa

63 reads

Why Invest in AIJul 28, 2026

AI Investment Enters Deep Water: Three New Directions for Industrial Capital in H2 2026

In H2 2026, AI investment shifts from hype to practical implementation, with capital concentrating on AI infrastructure,

65 reads

Why Invest in AIJul 27, 2026

AI Healthcare Sparks Investment Boom: The Wealth Code of AI in Drug Discovery

On July 27, 2026, AI drug discovery company Insilico Medicine announced a new drug candidate entering clinical trials, s

73 reads

Why Invest in AIJul 24, 2026

From Governance Consensus to Application Deployment: WAIC Releases New Signals of AI Evolution

This article focuses on the new signals of AI evolution released by the 2023 World AI Conference (WAIC), from governance

75 reads

Why Invest in AIJul 14, 2026

AI: Driving Future Social Change

This article explores how AI moves from imitation to empowerment, driving technology innovation, industrial upgrading, a

111 reads