{"schema":"hottub-news/story/v1","story":"st_lrx4kxkxgaxefzcsvoxq","title":"科技主導全球市場週期！a16z：86%創投資金流向AI、半導體與電力基建成投資焦點","title_en":"Technology leads global market cycle! a16z: 86% of venture capital flows to AI, semiconductors, and power infrastructure as investment focus","outlets":1,"brief":null,"page":"https://hottub.news/stories/a16z-86-ai-lrx4kxkxga","count":1,"items":[{"id":"n_lrx4kxkxgaxefzcsvoxq","seq":1658124,"kind":"article","title":"科技主導全球市場週期！a16z：86%創投資金流向AI、半導體與電力基建成投資焦點","title_en":"Technology leads global market cycle! a16z: 86% of venture capital flows to AI, semiconductors, and power infrastructure as investment focus","url":"https://news.cnyes.com/news/id/6621188","summary":"a16z：AI帶動資本支出暴增，科技貢獻標普500約76%獲利增幅，市場焦點轉向半導體、電力等基建 報告估超大規模雲端業者2026年資本支出達7770億美元；GPU租賃價與殘值未明顯崩跌，折舊疑慮未成真 SaaS估值回歸基本面，私募市場累積數兆美元價值；AI創投占比升至86%，新創上市延長至10年","published":"2026-10-04T10:10:04Z","seen":"2026-10-04T11:09:32Z","lang":"zh","country":"TW","source":{"id":"kite-news-cnyes-com-887ba2","name":"news.cnyes.com","domain":"news.cnyes.com"},"via":"kite-news-cnyes-com-887ba2","topics":["美股雷達"],"authors":["鉅亨網新聞中心"],"entities":[{"id":"Q4034010","name":"Andreessen Horowitz","type":"org"}],"image":"https://cimg.cnyes.cool/static/rss/default/m/06.jpg","story":"st_lrx4kxkxgaxefzcsvoxq","category":"economy-business","category_p":0.949999988079071,"sentiment":"positive","tone":0.6000000238418579,"political":0.05999999865889549}]}