Goldman, Apollo Warn AI Boom Nears Peak With Little Payoff Outside Tech
华尔街两大机构经济学家最新研判给 AI 热潮泼冷水。高盛首席经济学家 Jan Hatzius 认为 AI 对美国经济增长的拉动将在 2026 年末或 2027 年初见顶；Apollo 首席经济学家 Torsten Slok 则指出，AI 迄今未给科技行业之外的大公司带来任何利润改善，聚焦科技巨头之外的「S&P 493」企业，其财务回报几乎为零，质疑 AI 投资的广泛经济效益。
2026-10-27 ~ 2026-10-28 · 2 related posts
- Episode 1: Apollo's Chief Economist Says AI Yields Zero Payoff Outside Tech, Sparking Debate(2026-10-25, 13 posts)
- Episode 2: Goldman, Apollo Warn AI Boom Nears Peak With Little Payoff Outside Tech(2026-10-27, 2 posts)
- Apollo chief economist: AI has delivered zero financial payoff outside Big Tech — rseroter · 2026-10-27
- Goldman says AI's boost to US growth is near its peak; Apollo finds 'zero financial payoff' outside Big Tech — fortune · 2026-10-28