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Only 10% of S&P 500 management teams actually quantified AI’s impact on specific use cases, Walker wrote, and a mere 1% quantified its impact on earnings. Furthermore, broader economic adoption remains sluggish. While half of companies in the broader Russell 3000 discussed AI, U.S. Census survey data indicates that fewer than 20% of establishments are currently utilizing AI for any business functions.
展望后市，有色金属板块还能再涨吗？兴业证券认为，有色金属在今年年中有望重新具备蓄势上涨动能。在大的逻辑方面，本轮有色周期是一轮逆全球化背景下，海外制造业重塑叠加海外非常规备库驱动的行情，有别于传统货币周期，在时间维度上或将延续，并且更为持久。*