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一天到晚说人家拉低成本……你自己不努力怪谁

新加坡主权基金GIC：中国AI将拉低全球AI成本，加速企业普及

新加坡主权基金GIC首席投资官Bryan Yeo表示，DeepSeek、Kimi等中国AI模型的崛起将大幅降低AI应用成本，推动使用场景指数级增长。GIC已将AI列为核心投资方向，同时对中国AI企业前景持积极态度。

新加坡主权基金GIC：中国AI将拉低全球AI成本，加速企业普及

# 华尔街见闻

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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HAKUBUN
·07-24
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抄人家作业，成本肯定低啦
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- HAKUBUN回复CocoHong:
  不是,你这个逻辑很奇怪啊,你的意思美国ai成本高是因为硅谷不努力,可是硅谷越努力成本越高,硅谷的成果越多你这边“借鉴”的越起劲啊。做生意赚钱要低调,懂吗,不然会被人家抵制的。
  07-27
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- CocoHong:
  天下文章本来就是互相抄……你不抄？？？人家这叫借鉴
  07-27
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style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-24 12:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>新加坡主权基金GIC表示，中国AI模型的崛起将显著降低AI技术在全球的应用成本。</p>\n<p>7月23日，新加坡主权基金GIC首席投资官Bryan Yeo在接受《金融时报》采访时表示，<strong>DeepSeek、Kimi等中国大型语言模型的涌现，将推动成本下降，进而加速AI在更多企业和行业的广泛应用。</strong></p>\n<p>Bryan Yeo将这一趋势定性为对全球AI生态的积极贡献。他强调：</p>\n<blockquote>\n<p><strong>使用场景只会呈指数级增长。</strong></p>\n</blockquote>\n<p>OpenAI与Anthropic今年均已获得接近1万亿美元的估值，其逻辑建立在持续开发顶尖闭源模型的能力之上。分析认为，倘若低成本中国开源模型大规模普及，上述高估值的合理性将面临质疑。</p>\n<div>\n<h2>GIC押注Anthropic，同时看多中国AI</h2>\n</div>\n<p>GIC已将AI置于投资战略的核心位置，过去数年间向该领域投入数十亿美元。</p>\n<p><strong>今年2月，GIC领投了Anthropic高达300亿美元的融资轮，若这家Claude背后的公司按计划于今年完成上市，GIC有望获得丰厚回报。</strong></p>\n<p>然而，Bryan Yeo在被追问中国开源模型是否会对Anthropic、OpenAI等美国封闭式前沿模型构成威胁时，刻意回避了直接表态。</p>\n<p>与此同时，GIC表示对中国AI企业的成长前景持积极看法，但在投资初创公司方面保持谨慎。</p>\n<p>Bryan Yeo指出，<strong>GIC需要&#34;更严格地审视这些初创企业在研发投入和模型迭代方面的实际能力&#34;。</strong></p>\n<div>\n<h2>年度回报触及近年低点，GIC调整业绩考核框架</h2>\n</div>\n<p>GIC周五发布截至今年3月底的最新年度报告。</p>\n<p>报告显示，过去二十年经通胀调整后的年化回报率为3.4%，为2020年以来最低水平。<strong>GIC不披露单年度回报，亦不公开投资组合总规模，但普遍被认为是全球最大主权投资机构之一。</strong></p>\n<p><strong>在业绩考核框架方面，GIC今年调整了报告方法论。</strong></p>\n<p>此前，GIC以基于新加坡政府风险偏好构建的参考组合作为对照，但同时声明该参考组合不应作为评估其回报的基准。</p>\n<p><strong>自明年起，GIC将改为发布基于政府风险偏好与长期回报预期构建的新战略组合业绩，并以此作为正式业绩基准。</strong></p>\n<p><strong>从资产配置动向来看，GIC正在持续加大对美洲市场的投资。</strong>自2024年以来，GIC对美洲的配置比例已从44%升至53%，而亚太地区的配置则从28%降至22%。</p>\n<p><strong>此外，GIC表示计划在未来三年向对冲基金部署300亿美元。</strong>过去十年间，GIC对对冲基金的投资规模已增至原来的三倍，但目前并未披露具体敞口水平。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fcbeb52d1a69f092a67bc70ea779e76c","relate_stocks":{"02513":"智谱","01860":"汇量科技","STX":"希捷科技","MIC":"2倍做多MU 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Yeo在接受《金融时报》采访时表示，DeepSeek、Kimi等中国大型语言模型的涌现，将推动成本下降，进而加速AI在更多企业和行业的广泛应用。\nBryan Yeo将这一趋势定性为对全球AI生态的积极贡献。他强调：\n\n使用场景只会呈指数级增长。\n\nOpenAI与Anthropic今年均已获得接近1万亿美元的估值，其逻辑建立在持续开发顶尖闭源模型的能力之上。分析认为，倘若低成本中国开源模型大规模普及，上述高估值的合理性将面临质疑。\n\nGIC押注Anthropic，同时看多中国AI\n\nGIC已将AI置于投资战略的核心位置，过去数年间向该领域投入数十亿美元。\n今年2月，GIC领投了Anthropic高达300亿美元的融资轮，若这家Claude背后的公司按计划于今年完成上市，GIC有望获得丰厚回报。\n然而，Bryan Yeo在被追问中国开源模型是否会对Anthropic、OpenAI等美国封闭式前沿模型构成威胁时，刻意回避了直接表态。\n与此同时，GIC表示对中国AI企业的成长前景持积极看法，但在投资初创公司方面保持谨慎。\nBryan Yeo指出，GIC需要\"更严格地审视这些初创企业在研发投入和模型迭代方面的实际能力\"。\n\n年度回报触及近年低点，GIC调整业绩考核框架\n\nGIC周五发布截至今年3月底的最新年度报告。\n报告显示，过去二十年经通胀调整后的年化回报率为3.4%，为2020年以来最低水平。GIC不披露单年度回报，亦不公开投资组合总规模，但普遍被认为是全球最大主权投资机构之一。\n在业绩考核框架方面，GIC今年调整了报告方法论。\n此前，GIC以基于新加坡政府风险偏好构建的参考组合作为对照，但同时声明该参考组合不应作为评估其回报的基准。\n自明年起，GIC将改为发布基于政府风险偏好与长期回报预期构建的新战略组合业绩，并以此作为正式业绩基准。\n从资产配置动向来看，GIC正在持续加大对美洲市场的投资。自2024年以来，GIC对美洲的配置比例已从44%升至53%，而亚太地区的配置则从28%降至22%。\n此外，GIC表示计划在未来三年向对冲基金部署300亿美元。过去十年间，GIC对对冲基金的投资规模已增至原来的三倍，但目前并未披露具体敞口水平。","news_type":1,"symbols_score_info":{"MU":2,"STX":2,"SNDK":2,"SNDQ":0.6,"WDCX":0.6,"MUU":0.6,"SNDC":0.6,"MUYY":0.6,"00100":2,"02513":2,"01384":2,"MIC":0.6,"WDC":2,"03317":2,"07747":2,"SMSD.UK":2,"09347":2,"SNDU":0.6,"07709":2,"06651":2,"02556":2,"06682":2,"00068":2,"03896":2,"MULL":0.6,"SNDG":0.6,"02706":2,"MUZ":0.6,"SSNLF":2,"01860":2,"SNXX":0.6,"00020":2,"MUD":0.6}},"isVote":1,"tweetType":1,"viewCount":377,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":40,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":589290064744648,"commentId":"589290064744648","gmtCreate":1784901070446,"gmtModify":1784907302242,"authorId":4228385961123602,"author":{"id":4228385961123602,"idStr":"4228385961123602","authorId":4228385961123602,"name":"HAKUBUN","avatar":"https://static.tigerbbs.com/97e39f638d455bd5828c866ff7fee9d7","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":589197185738088,"objectIdStr":"589197185738088","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"抄人家作业，成本肯定低啦","text":"抄人家作业，成本肯定低啦","html":"抄人家作业，成本肯定低啦","likeSize":1,"commentSize":2,"subComments":[{"id":590314335016160,"commentId":"590314335016160","gmtCreate":1785121360662,"gmtModify":1785121366037,"authorId":4228385961123602,"author":{"id":4228385961123602,"idStr":"4228385961123602","authorId":4228385961123602,"name":"HAKUBUN","avatar":"https://static.tigerbbs.com/97e39f638d455bd5828c866ff7fee9d7","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":4109653034430630,"repliedAuthor":{"id":4109653034430630,"idStr":"4109653034430630","authorId":4109653034430630,"name":"CocoHong","avatar":"https://static.tigerbbs.com/5d2656a77bd9a7861e16b1a10a40ef76","vip":1,"hat":"https://static.tigerbbs.com/d74dcc2cd4f8a347d0fe15c68026c85f","crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"objectId":589197185738088,"objectIdStr":"589197185738088","type":1,"supId":589290064744648,"supIdStr":"589290064744648","prevId":590413266145384,"prevIdStr":"590413266145384","content":"不是,你这个逻辑很奇怪 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