---
title: "花旗银行的 Rob Rowe 表示，人工智能支出的增长有望与消费者对 GDP 增长的贡献相匹敌"
description: "根据花旗集团的 Rob Rowe 的说法，到 2025 年，人工智能支出预计将与私人消费对 GDP 增长的贡献相匹配。尽管美国经济增长放缓，Rowe 对人工智能和资本支出持乐观态度，强调当前对基础设施的投资优于软件。他指出，科技公司正在通过现金流而非债务来资助增长，这使得这一周期与互联网泡沫有所不同。Rowe 预计，在未来一年，经济将超越科技和通信行业实现更广泛的扩张，并建议投资者在保持强劲科技投"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/253509748.md"
published_at: "2025-08-18T18:30:43.000Z"
---

# 花旗银行的 Rob Rowe 表示，人工智能支出的增长有望与消费者对 GDP 增长的贡献相匹敌

> 根据花旗集团的 Rob Rowe 的说法，到 2025 年，人工智能支出预计将与私人消费对 GDP 增长的贡献相匹配。尽管美国经济增长放缓，Rowe 对人工智能和资本支出持乐观态度，强调当前对基础设施的投资优于软件。他指出，科技公司正在通过现金流而非债务来资助增长，这使得这一周期与互联网泡沫有所不同。Rowe 预计，在未来一年，经济将超越科技和通信行业实现更广泛的扩张，并建议投资者在保持强劲科技投资的同时进行多元化投资

AI spending is expected to contribute as much to GDP growth as private consumption by 2025, marking a significant shift in economic growth drivers, according to Rob Rowe, Citi Research head of global strategy. In an interview with CNBC, Rowe addressed this inflection point while acknowledging the current slowdown in U.S. economic growth to approxim...

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