印度促进基础设施和能源支出,在预计的AI投资峰值下提供稳定增长。 India boosts infrastructure and energy spending, offering stable growth amid projected AI investment peak.

印度资本支出激增是由公用事业、能源、金属和工业等传统部门带动的, 根据ICICI证券报告, 与投资集中在AI相关技术的美国形成鲜明对比。 India's capital expenditure surge is led by traditional sectors like utilities, energy, metals, and industrials, according to an ICICI Securities report, contrasting with the U.S. where investment is concentrated in AI-related technology. 这种基础广泛的增长侧重于基础设施、能源转型、国防和数字公共系统,提供了更加稳定和可持续的轨迹。 This broad-based growth, focused on infrastructure, energy transition, defense, and digital public systems, offers a more stable and sustainable trajectory. 报告将印度视为对2026年全球AI驱动投资预计高峰的一种避险手段,使印度成为寻求多样化的全球投资者的一个有吸引力的选择。 The report positions India as a hedge against a projected peak in global AI-driven investment by 2026, making it an attractive option for global investors seeking diversification.