Zhuque Fund: The market is gradually recognizing the positive cycle of AI capital expenditure and business.

date
12/08/2025
Since April, the financial reports and business data released by technology giants are gradually breaking the bias of "burning money but no return." In response to this, Zhuque Fund recently stated that the market is gradually recognizing the positive cycle of AI capital expenditure and business. AI investments continue to create value for listed companies, and the logic of capital expenditure is shifting from short-term competition to long-term business growth promotion.