正文：
近年来，全球范围内对人工智能（AI）的投资持续高涨，但这种热情似乎正在发生转变。过去一年中，国内资本对AI领域的投资动辄数十亿，而华尔街的态度却从积极转向谨慎。
尽管科技巨头在AI领域投入了巨额资金，但目前仍难以看到显著的商业回报。华尔街对此感到焦虑，急于想知道何时能将AI的巨大潜力转化为实际的利润。在过去20个月里，只有ChatGPT和GitHub Copilot这两款产品取得了突破性成功。分析师们指出，除了这两款产品外，几乎没有任何实质性的、可见的成果来证明这些巨额投入是值得的。
然而，国内大模型新一轮融资潮正在袭来。今年，国内大模型公司已经完成了20起亿元级别的融资，显示出国内资本对AI领域的热情不减。与此形成鲜明对比的是，华尔街的分析师和科技投资者开始发出警告，认为AI领域的投资可能导致金融泡沫。
包括高盛和巴克莱在内的华尔街大型投资银行以及红杉资本等风险投资公司也发布报告，对AI淘金热的可持续性表示担忧。他们认为，这项技术所能产生的回报，恐怕并不足以支撑数十亿美元的巨额投资。
谷歌、微软及英伟达等大型AI公司的股价虽有大幅上涨，但一些分析师认为，AI技术还远未达到实用所需要的水平。他们警告过度建设无实际用途或尚未就绪的成果，往往会招致糟糕的结果。
尽管科技高管们坚信AI技术将改变现代生活的方方面面，但一些去年还在大力宣扬AI热潮的公司，如今却开始担心科技行业是否能够在短时间内收回在AI中投入的数十亿美元。
随着AI热潮的持续，华尔街的态度也愈发谨慎。分析师们表示，他们期待更多新服务的出现，但能否实现1.2万项新服务的目标还很难说。
谷歌CEO皮查伊坚持认为，AI产品需要时间才能发展成熟并真正应用落地。他承认AI的研发成本很高，但表示哪怕这股AI热潮放缓，谷歌方面采购的数据中心和计算机芯片也可用于其他用途。
总的来说，虽然AI领域投资热情不减，但国内外资本的投资态度正在发生变化，从过去的一味乐观投资转向更为审慎和理性的评估。
英语如下：
News Title: “Domestic Hype vs. Wall Street’s Withdrawal: AI Investment Tone Shift”
Keywords: Emergency Brake, Domestic Capital, Wall Street Withdrawal
News Content:
Title: Shift in Global Investment Attitude Towards AI in Domestic and Foreign Capital
Article:
In recent years, global investment in artificial intelligence (AI) has been on the rise, but this fervor seems to be changing. Over the past year, domestic capital has poured tens of billions of dollars into the AI sector, while the attitude of Wall Street has shifted from enthusiasm to caution.
Despite the massive investments by tech giants in the AI field, it is currently difficult to see significant commercial returns. Wall Street is anxious and eager to know when the vast potential of AI can be translated into actual profits. In the past 20 months, only two products, ChatGPT and GitHub Copilot, have achieved breakthrough successes. Analysts point out that aside from these two products, there are almost no substantial, visible outcomes to prove that these huge investments are worthwhile.
However, a new round of financing for domestic large-model companies is underway. This year, domestic large-model companies have completed 20 billion yuan-level financing, indicating that domestic capital remains enthusiastic about the AI sector. In stark contrast, Wall Street analysts and tech investors are beginning to warn that investment in the AI sector could lead to a financial bubble.
Major investment banks on Wall Street, such as Goldman Sachs and Barclays, as well as venture capital firms like Sequoia Capital, have also released reports expressing concerns about the sustainability of the AI gold rush. They believe that the returns this technology can generate are unlikely to justify the massive investment of tens of billions of dollars.
While the stock prices of large AI companies like Google, Microsoft, and NVIDIA have seen significant increases, some analysts believe that AI technology is still far from reaching a practical level. They warn against overbuilding without actual use or readiness, which often leads to negative outcomes.
Although tech executives are confident that AI technology will change every aspect of modern life, some companies that were vigorously promoting the AI boom last year are now concerned about whether the tech industry can recoup the tens of billions of dollars invested in AI in the short term.
As the AI boom continues, Wall Street’s attitude becomes increasingly cautious. Analysts say they are looking forward to the emergence of more new services, but whether the goal of 12,000 new services can be achieved is still uncertain.
Google CEO Sundar Pichai insists that AI products need time to mature and be truly applied. He acknowledges the high costs of AI development but says that even if the AI boom slows down, Google can still use the data centers and computer chips it has purchased for other purposes.
In summary, while investment enthusiasm in the AI sector remains undiminished, the investment attitudes of domestic and foreign capital are changing, shifting from past unbridled optimism to more cautious and rational assessments.
【来源】https://mp.weixin.qq.com/s/o5yUJr_GgTSBqsTuLTEeoA
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