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新加坡主权财富基金GIC将人工智能列为核心投资策略,近年来已向该领域投入数十亿美元,并于今年二月领投Anthropic高达300亿美元的融资轮,若Anthropic顺利上市,GIC将获得丰厚回报。

GIC首席投资官Bryan Yeo表示,中国开源大型语言模型(如Moonshot与DeepSeek)的崛起,正在缩小中美在顶尖AI开发上的差距,但他认为此趋势对全球AI生态系统整体而言是正面的,因为它将降低AI采用成本,加速各行业广泛应用。

GIC最新年报显示,过去二十年经通膨调整后的年化回报率为3.4%,为2020年以来最低,同时GIC今年更改了报告方法论,并计划未来三年向对冲基金部署300亿美元。自2024年起,GIC在美洲的投资占比已从44%增至53%,而亚太地区则从28%降至22%。

GIC, Singapore's sovereign wealth fund, has placed artificial intelligence at the center of its investment strategy, committing billions of dollars to the sector in recent years. Its landmark move was leading a $30 billion funding round for Anthropic in February, positioning itself for substantial gains should the Claude-maker proceed with a public listing this year. (Key numbers: 300)

GIC's Chief Investment Officer Bryan Yeo acknowledged the rapid rise of Chinese open-weight AI models from labs such as Moonshot and DeepSeek, noting they are narrowing the gap with US rivals. He viewed this development as a net positive for the global AI ecosystem, arguing that lower costs would accelerate broader adoption of AI across companies and industries, driving exponential growth in use cases.

GIC's latest annual report revealed an inflation-adjusted return of 3.4% over the past two decades—the lowest since 2020—and the fund also changed its performance reporting methodology this year. The fund plans to deploy $30 billion into hedge funds over the next three years, while its portfolio allocation has shifted significantly toward the Americas, rising from 44% to 53% since 2024, as its Asia-Pacific exposure declined from 28% to 22%.

2026-07-24 (Friday) · 67e2238710d54c3ae52e08b0d25f4aff9de16eed