---
title: "花旗銀行的 Rob Rowe 表示，人工智能支出的增長有望與消費者對 GDP 增長的貢獻相匹敵"
description: "根據花旗集團的 Rob Rowe 的説法，到 2025 年，人工智能支出預計將與私人消費對 GDP 增長的貢獻相匹配。儘管美國經濟增長放緩，Rowe 對人工智能和資本支出持樂觀態度，強調當前對基礎設施的投資優於軟件。他指出，科技公司正在通過現金流而非債務來資助增長，這使得這一週期與互聯網泡沫有所不同。Rowe 預計，在未來一年，經濟將超越科技和通信行業實現更廣泛的擴張，並建議投資者在保持強勁科技投"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/253509748.md"
published_at: "2025-08-18T18:30:43.000Z"
---

# 花旗銀行的 Rob Rowe 表示，人工智能支出的增長有望與消費者對 GDP 增長的貢獻相匹敵

> 根據花旗集團的 Rob Rowe 的説法，到 2025 年，人工智能支出預計將與私人消費對 GDP 增長的貢獻相匹配。儘管美國經濟增長放緩，Rowe 對人工智能和資本支出持樂觀態度，強調當前對基礎設施的投資優於軟件。他指出，科技公司正在通過現金流而非債務來資助增長，這使得這一週期與互聯網泡沫有所不同。Rowe 預計，在未來一年，經濟將超越科技和通信行業實現更廣泛的擴張，並建議投資者在保持強勁科技投資的同時進行多元化投資

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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