The Penn-Wharton model found in a preliminary analysis that AI could reduce deficits by $400 billion by 2035. But the Congressional Budget Office framed AI and associated investment as wild cards in determining the U.S. fiscal and economic outlook. While the CBO projects AI will enhance total productivity by 1% in the next decade, its most recent budget report conceded that this prediction was “highly uncertain.” If adoption is slow or costs higher than anticipated, it would significantly alter GDP growth and, consequently, government revenue.
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然而，市场却用一场暴跌回应了这份“炸裂”业绩。财报发布后，英伟达股价一度下跌5.7%，最终收跌5.49%。这并非个例——过去三次财报，英伟达每次业绩均超市场预期，但股价却次次走低，形成了一种诡异的“业绩越好、抛压越重”的惯性。