<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/06/image-2025-06-26T113746.473.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1152" height="720" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/06/image-2025-06-26T113746.473.png"/></p>
<p>即使纳斯达克 100 指数创下新高，投资者也没有理由相信蓬勃发展的科技交易即将失去动力。</p>
<p>根据全球金融服务公司瑞银（UBS）的一份新报告，人工智能的盛宴才刚刚开始，跨行业加速的 AI 采用表明还有显著的增长空间。</p>
<p>本周，科技股占主导的纳斯达克 100 指数达到了新高，这一走势与美国总统唐纳德·特朗普宣布以色列和伊朗达成停火协议后的市场乐观情绪相吻合。</p>
<p>该指数近期的涨幅主要受到顶级半导体公司如超微（AMD）、博通（Broadcom）和英伟达（Nvidia）强劲反弹的推动。</p>
<p>这三家公司被广泛认为是人工智能领域的领导者，在过去一个月中稳步上涨，展示了它们的实力。</p>
<p>这些顶级科技公司在动荡的市场环境中展现出卓越的韧性并持续取得进展，吸引了众多市场评论员的关注。</p>
<p>例如，投资者和前 PIMCO 高管比尔·格罗斯（Bill Gross）最近预测股票将迎来 “小牛市”，特别提到 AI 市场的明显主导地位是一个关键驱动因素。</p>
<h2>瑞银：随着 AI 采用跨越关键门槛，继续关注科技股</h2>
<p>现在，瑞银建议其客户继续关注科技交易。</p>
<p>他们的理由很明确：AI 革命不是短暂的趋势，而是处于早期阶段的根本性转变，采用率现在正在迅速加速。</p>
<p>瑞银引用了最近美国人口普查局关于工作场所 AI 使用的调查数据，强调这种变革性技术的使用正在稳步上升。</p>
<p>报告指出：“今年第二季度 AI 采用率上升至 9.2%，而前一个三个月为 7.4%，2024 年 12 月季度为 5.7%。”</p>
<p>与以往的技术变革相比，这一轨迹尤其显著。</p>
<p>瑞银报告指出：“这意味着 AI 采用很快将跨越 10% 的门槛，而美国电子商务花费了 24 年才达到这一水平，” 强调了当前 AI 整合的前所未有的速度。</p>
<h2>从节省成本到拯救生命：AI 的切实影响</h2>
<p>AI 的好处不仅仅是理论上的；它们已经为大型企业带来了切实的成果。</p>
<p>瑞银强调了亚马逊 Q 的例子，这是一款由生成式 AI 驱动的虚拟助手， reportedly “每年通过编码助手节省约 2.6 亿美元。”</p>
<p>同样，报告指出，微软估计有 20%-30% 的编码现在由 AI 完成，而 PayPal 利用 AI 处理高达 80% 的客户服务互动。</p>
<p>除了企业生产力，报告还强调了在医疗保健中利用 AI 的深远好处。</p>
<p>其作者指出，AI 在检测可能被人类分析忽视的异常组织方面已被证明非常有效，展示了其改善和拯救生命的潜力。</p>
<p>所有这些现实应用表明，AI 采用在不久的将来将继续快速增长。</p>
<p>这反过来预计将为该行业的领先股票继续上升铺平道路。</p>
<p>瑞银总结道：“我们相信整体 AI 采用的峰值仍然遥遥无期，AI 使用的加速将推动各行业进一步货币化，” 为继续投资于科技领域的 AI 领导者提供了有力的理由。</p>
<p>该文章《今天的高点，明天更高？瑞银认为 AI 采用将超越电子商务历史》最早出现在 Invezz 上。</p>

<p>瑞银报告称，人工智能的采用正在加速，超过了历史电子商务的增长率。纳斯达克 100 指数创下新高，主要受到 AMD、博通和英伟达等人工智能领军企业的推动。瑞银建议继续投资科技，指出人工智能在各行业的变革性影响，包括成本节约和医疗保健的进步。人工智能的采用率正在迅速上升，仍有显著的增长空间，这表明科技股将持续向上</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/06/image-2025-06-26T113746.473.png" alt="" original-src="https://invezz.com/wp-content/uploads/2025/06/image-2025-06-26T113746.473.png"/></p>
<p>Even as the Nasdaq 100 sails to new all-time highs, investors have no reason to believe the booming tech trade is about to run out of steam.</p>
<div class="lb-trans"><p>即使纳斯达克 100 指数创下新高，投资者也没有理由相信蓬勃发展的科技交易即将失去动力。</p>
</div><p>According to a new report from global financial services firm UBS, the artificial intelligence party is still just getting started, and accelerating AI adoption across industries suggests there is significant room for further growth.</p>
<div class="lb-trans"><p>根据全球金融服务公司瑞银（UBS）的一份新报告，人工智能的盛宴才刚刚开始，跨行业加速的 AI 采用表明还有显著的增长空间。</p>
</div><p>The tech-heavy Nasdaq 100 index reached a new peak this week, a move that coincided with broader market optimism after US President Donald Trump announced a ceasefire agreement between Israel and Iran.</p>
<div class="lb-trans"><p>本周，科技股占主导的纳斯达克 100 指数达到了新高，这一走势与美国总统唐纳德·特朗普宣布以色列和伊朗达成停火协议后的市场乐观情绪相吻合。</p>
</div><p>The recent gains in the index have been largely propelled by powerful rallies in top semiconductor companies like Advanced Micro Devices, Broadcom, and Nvidia.</p>
<div class="lb-trans"><p>该指数近期的涨幅主要受到顶级半导体公司如超微（AMD）、博通（Broadcom）和英伟达（Nvidia）强劲反弹的推动。</p>
</div><p>These three firms, widely recognized as leaders in the artificial intelligence space, have spent the last month moving steadily higher, showcasing their strength.</p>
<div class="lb-trans"><p>这三家公司被广泛认为是人工智能领域的领导者，在过去一个月中稳步上涨，展示了它们的实力。</p>
</div><p>The remarkable ability of these top tech companies to withstand volatile market conditions and continue making progress has captured the attention of prominent market commentators.</p>
<div class="lb-trans"><p>这些顶级科技公司在动荡的市场环境中展现出卓越的韧性并持续取得进展，吸引了众多市场评论员的关注。</p>
</div><p>Investor and former PIMCO executive Bill Gross, for instance, recently predicted a “little bull market” for stocks, specifically citing the clear dominance of the AI market as a key driver.</p>
<div class="lb-trans"><p>例如，投资者和前 PIMCO 高管比尔·格罗斯（Bill Gross）最近预测股票将迎来 “小牛市”，特别提到 AI 市场的明显主导地位是一个关键驱动因素。</p>
</div><h2>UBS: stick with tech as AI adoption crosses key thresholds</h2>
<div class="lb-trans"><h2>瑞银：随着 AI 采用跨越关键门槛，继续关注科技股</h2>
</div><p>Now, UBS is advising its clients to stick with the tech trade.</p>
<div class="lb-trans"><p>现在，瑞银建议其客户继续关注科技交易。</p>
</div><p>Their rationale is clear: the AI revolution is not a fleeting trend but a fundamental shift in its early stages, with adoption rates now accelerating rapidly.</p>
<div class="lb-trans"><p>他们的理由很明确：AI 革命不是短暂的趋势，而是处于早期阶段的根本性转变，采用率现在正在迅速加速。</p>
</div><p>Citing data from a recent Census Bureau survey on the use of AI in the workplace, UBS highlighted that the use of this transformative technology is rising steadily.</p>
<div class="lb-trans"><p>瑞银引用了最近美国人口普查局关于工作场所 AI 使用的调查数据，强调这种变革性技术的使用正在稳步上升。</p>
</div><p>“AI adoption rates rose to 9.2% in the second quarter of this year, from 7.4% in the previous three-month period and 5.7% in the December 2024 quarter,” the report states.</p>
<div class="lb-trans"><p>报告指出：“今年第二季度 AI 采用率上升至 9.2%，而前一个三个月为 7.4%，2024 年 12 月季度为 5.7%。”</p>
</div><p>This trajectory is particularly significant when compared to previous technological shifts.</p>
<div class="lb-trans"><p>与以往的技术变革相比，这一轨迹尤其显著。</p>
</div><p>“This means AI adoption is likely to soon cross the 10% threshold that took US e-commerce 24 years to reach,” the UBS report notes, underscoring the unprecedented speed of the current AI integration.</p>
<div class="lb-trans"><p>瑞银报告指出：“这意味着 AI 采用很快将跨越 10% 的门槛，而美国电子商务花费了 24 年才达到这一水平，” 强调了当前 AI 整合的前所未有的速度。</p>
</div><h2>From cost savings to life savings: AI’s tangible impact</h2>
<div class="lb-trans"><h2>从节省成本到拯救生命：AI 的切实影响</h2>
</div><p>The benefits of AI are not just theoretical; they are already generating tangible results for major corporations.</p>
<div class="lb-trans"><p>AI 的好处不仅仅是理论上的；它们已经为大型企业带来了切实的成果。</p>
</div><p>UBS highlights the example of Amazon Q, a virtual assistant powered by generative AI, which is reportedly “saving around USD 260mn every year through coding assistants.”</p>
<div class="lb-trans"><p>瑞银强调了亚马逊 Q 的例子，这是一款由生成式 AI 驱动的虚拟助手， reportedly “每年通过编码助手节省约 2.6 亿美元。”</p>
</div><p>Similarly, the report notes that an estimated 20%-30% of Microsoft’s coding is now completed by AI, and that PayPal utilizes AI to handle a staggering 80% of its customer service interactions.</p>
<div class="lb-trans"><p>同样，报告指出，微软估计有 20%-30% 的编码现在由 AI 完成，而 PayPal 利用 AI 处理高达 80% 的客户服务互动。</p>
</div><p>Beyond corporate productivity, the report also emphasizes the profound benefits of utilizing AI in healthcare.</p>
<div class="lb-trans"><p>除了企业生产力，报告还强调了在医疗保健中利用 AI 的深远好处。</p>
</div><p>Its authors note that AI has proven highly effective in critical areas such as detecting abnormal tissues that might have been previously overlooked by human analysis, showcasing its potential to improve and save lives.</p>
<div class="lb-trans"><p>其作者指出，AI 在检测可能被人类分析忽视的异常组织方面已被证明非常有效，展示了其改善和拯救生命的潜力。</p>
</div><p>All of these real-world applications suggest that AI adoption is set for continued and rapid growth in the near future.</p>
<div class="lb-trans"><p>所有这些现实应用表明，AI 采用在不久的将来将继续快速增长。</p>
</div><p>This, in turn, is expected to pave the way for the sector’s leading stocks to continue their upward trajectory.</p>
<div class="lb-trans"><p>这反过来预计将为该行业的领先股票继续上升铺平道路。</p>
</div><p>“We believe a peak in overall AI adoption is still a long way off, and accelerating AI use is set to drive further monetization across industries,” UBS concludes, presenting a strong case for continued investment in the tech sector’s AI leaders.</p>
<div class="lb-trans"><p>瑞银总结道：“我们相信整体 AI 采用的峰值仍然遥遥无期，AI 使用的加速将推动各行业进一步货币化，” 为继续投资于科技领域的 AI 领导者提供了有力的理由。</p>
</div><p>The post Highs today, higher tomorrow? UBS sees AI adoption outpacing e-commerce history appeared first on Invezz</p>
<div class="lb-trans"><p>该文章《今天的高点，明天更高？瑞银认为 AI 采用将超越电子商务历史》最早出现在 Invezz 上。</p>
</div>

Highs today, higher tomorrow? UBS sees AI adoption outpacing e-commerce history

- 纳斯达克 100 指数创新高，科技股投资前景乐观。  
- UBS 报告指出，AI 采用率快速上升至 9.2%。  
- 企业如亚马逊和微软已展示 AI 带来的显著效益。

今天的高点，明天会更高吗？瑞银认为人工智能的采用速度将超过电子商务的历史