6fddf4a0
11:52

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  • 6fddf4a0
    ·11:53
    AI帶來的生產力提升，已經出現明顯的產業差距。2026年第二季，資料處理、網路出版與資訊服務業的每名員工，產出年增27%，證券與投資業成長17.6%，軟體出版業成長9.5%，電腦系統設計業成長9.1%，銀行業也成長5.4%。

    但另一邊，傳統產業表現相對疲弱，建築業幾乎零成長，食品飲料零售業衰退4.7%，卡車運輸業衰退11.4%，綜合零售業更衰退11.8%。這

    目前美國生產力改善，高度集中在AI曝險較高的知識密集產業，尚未全面擴散到實體經濟，也意味著未來AI能否帶動更廣泛的產業升級，將是判斷這波科技投資，能否創造長期經濟效益的重要關鍵。 $美國超微公司(AMD)$ $英偉達(NVDA)$

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