<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>即使納斯達克 100 指數創下新高，投資者也沒有理由相信蓬勃發展的科技交易即將失去動力。</p>
<p>根據全球金融服務公司瑞銀（UBS）的一份新報告，人工智能的盛宴才剛剛開始，跨行業加速的 AI 採用表明還有顯著的增長空間。</p>
<p>本週，科技股佔主導的納斯達克 100 指數達到了新高，這一走勢與美國總統唐納德·特朗普宣佈以色列和伊朗達成停火協議後的市場樂觀情緒相吻合。</p>
<p>該指數近期的漲幅主要受到頂級半導體公司如超微（AMD）、博通（Broadcom）和英偉達（Nvidia）強勁反彈的推動。</p>
<p>這三家公司被廣泛認為是人工智能領域的領導者，在過去一個月中穩步上漲，展示了它們的實力。</p>
<p>這些頂級科技公司在動盪的市場環境中展現出卓越的韌性並持續取得進展，吸引了眾多市場評論員的關注。</p>
<p>例如，投資者和前 PIMCO 高管比爾·格羅斯（Bill Gross）最近預測股票將迎來 “小牛市”，特別提到 AI 市場的明顯主導地位是一個關鍵驅動因素。</p>
<h2>瑞銀：隨着 AI 採用跨越關鍵門檻，繼續關注科技股</h2>
<p>現在，瑞銀建議其客户繼續關注科技交易。</p>
<p>他們的理由很明確：AI 革命不是短暫的趨勢，而是處於早期階段的根本性轉變，採用率現在正在迅速加速。</p>
<p>瑞銀引用了最近美國人口普查局關於工作場所 AI 使用的調查數據，強調這種變革性技術的使用正在穩步上升。</p>
<p>報告指出：“今年第二季度 AI 採用率上升至 9.2%，而前一個三個月為 7.4%，2024 年 12 月季度為 5.7%。”</p>
<p>與以往的技術變革相比，這一軌跡尤其顯著。</p>
<p>瑞銀報告指出：“這意味着 AI 採用很快將跨越 10% 的門檻，而美國電子商務花費了 24 年才達到這一水平，” 強調了當前 AI 整合的前所未有的速度。</p>
<h2>從節省成本到拯救生命：AI 的切實影響</h2>
<p>AI 的好處不僅僅是理論上的；它們已經為大型企業帶來了切實的成果。</p>
<p>瑞銀強調了亞馬遜 Q 的例子，這是一款由生成式 AI 驅動的虛擬助手， reportedly “每年通過編碼助手節省約 2.6 億美元。”</p>
<p>同樣，報告指出，微軟估計有 20%-30% 的編碼現在由 AI 完成，而 PayPal 利用 AI 處理高達 80% 的客户服務互動。</p>
<p>除了企業生產力，報告還強調了在醫療保健中利用 AI 的深遠好處。</p>
<p>其作者指出，AI 在檢測可能被人類分析忽視的異常組織方面已被證明非常有效，展示了其改善和拯救生命的潛力。</p>
<p>所有這些現實應用表明，AI 採用在不久的將來將繼續快速增長。</p>
<p>這反過來預計將為該行業的領先股票繼續上升鋪平道路。</p>
<p>瑞銀總結道：“我們相信整體 AI 採用的峯值仍然遙遙無期，AI 使用的加速將推動各行業進一步貨幣化，” 為繼續投資於科技領域的 AI 領導者提供了有力的理由。</p>
<p>該文章《今天的高點，明天更高？瑞銀認為 AI 採用將超越電子商務歷史》最早出現在 Invezz 上。</p>

<p>瑞銀報告稱，人工智能的採用正在加速，超過了歷史電子商務的增長率。納斯達克 100 指數創下新高，主要受到 AMD、博通和英偉達等人工智能領軍企業的推動。瑞銀建議繼續投資科技，指出人工智能在各行業的變革性影響，包括成本節約和醫療保健的進步。人工智能的採用率正在迅速上升，仍有顯著的增長空間，這表明科技股將持續向上</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>即使納斯達克 100 指數創下新高，投資者也沒有理由相信蓬勃發展的科技交易即將失去動力。</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>根據全球金融服務公司瑞銀（UBS）的一份新報告，人工智能的盛宴才剛剛開始，跨行業加速的 AI 採用表明還有顯著的增長空間。</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>本週，科技股佔主導的納斯達克 100 指數達到了新高，這一走勢與美國總統唐納德·特朗普宣佈以色列和伊朗達成停火協議後的市場樂觀情緒相吻合。</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>該指數近期的漲幅主要受到頂級半導體公司如超微（AMD）、博通（Broadcom）和英偉達（Nvidia）強勁反彈的推動。</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>這三家公司被廣泛認為是人工智能領域的領導者，在過去一個月中穩步上漲，展示了它們的實力。</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>這些頂級科技公司在動盪的市場環境中展現出卓越的韌性並持續取得進展，吸引了眾多市場評論員的關注。</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，投資者和前 PIMCO 高管比爾·格羅斯（Bill Gross）最近預測股票將迎來 “小牛市”，特別提到 AI 市場的明顯主導地位是一個關鍵驅動因素。</p>
</div><h2>UBS: stick with tech as AI adoption crosses key thresholds</h2>
<div class="lb-trans"><h2>瑞銀：隨着 AI 採用跨越關鍵門檻，繼續關注科技股</h2>
</div><p>Now, UBS is advising its clients to stick with the tech trade.</p>
<div class="lb-trans"><p>現在，瑞銀建議其客户繼續關注科技交易。</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>他們的理由很明確：AI 革命不是短暫的趨勢，而是處於早期階段的根本性轉變，採用率現在正在迅速加速。</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>瑞銀引用了最近美國人口普查局關於工作場所 AI 使用的調查數據，強調這種變革性技術的使用正在穩步上升。</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>報告指出：“今年第二季度 AI 採用率上升至 9.2%，而前一個三個月為 7.4%，2024 年 12 月季度為 5.7%。”</p>
</div><p>This trajectory is particularly significant when compared to previous technological shifts.</p>
<div class="lb-trans"><p>與以往的技術變革相比，這一軌跡尤其顯著。</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>瑞銀報告指出：“這意味着 AI 採用很快將跨越 10% 的門檻，而美國電子商務花費了 24 年才達到這一水平，” 強調了當前 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>從節省成本到拯救生命：AI 的切實影響</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 的好處不僅僅是理論上的；它們已經為大型企業帶來了切實的成果。</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>瑞銀強調了亞馬遜 Q 的例子，這是一款由生成式 AI 驅動的虛擬助手， reportedly “每年通過編碼助手節省約 2.6 億美元。”</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>同樣，報告指出，微軟估計有 20%-30% 的編碼現在由 AI 完成，而 PayPal 利用 AI 處理高達 80% 的客户服務互動。</p>
</div><p>Beyond corporate productivity, the report also emphasizes the profound benefits of utilizing AI in healthcare.</p>
<div class="lb-trans"><p>除了企業生產力，報告還強調了在醫療保健中利用 AI 的深遠好處。</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 在檢測可能被人類分析忽視的異常組織方面已被證明非常有效，展示了其改善和拯救生命的潛力。</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>所有這些現實應用表明，AI 採用在不久的將來將繼續快速增長。</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>這反過來預計將為該行業的領先股票繼續上升鋪平道路。</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>瑞銀總結道：“我們相信整體 AI 採用的峯值仍然遙遙無期，AI 使用的加速將推動各行業進一步貨幣化，” 為繼續投資於科技領域的 AI 領導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>該文章《今天的高點，明天更高？瑞銀認為 AI 採用將超越電子商務歷史》最早出現在 Invezz 上。</p>
</div>

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

- 納斯達克 100 指數創新高，科技股投資前景樂觀。  
- UBS 報告指出，AI 採用率快速上升至 9.2%。  
- 企業如亞馬遜和微軟已展示 AI 帶來的顯著效益。

今天的高點，明天會更高嗎？瑞銀認為人工智能的採用速度將超過電子商務的歷史