大咖访谈｜木头姐：中国科技股潜力巨大

问号鹅的商业笔记

09/28

凯茜·伍德（木头姐）在2025年9月22日接受的彭博社采访中，深入分享了她对多个热点议题的见解，其核心观点围绕中国科技股的巨大潜力、人工智能（AI）行业的竞争格局以及技术竞争如何驱动全球创新展开。1、H1B签证与硅谷创新木头姐将特朗普总统削减H1B签证的举措解读为一种谈判策略，认为其短期会影响科技公司，但最终可能促使企业提升效率。她特别指出，AI的普及正在从根本上改变编程行业，使得“自然语言编程”...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250928231731a44a5ec6&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0588546209.SGD","symbol_name":"Eastspring Investments - China Equity Fund AS SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250928231731a44a5ec6&s=b","article_id":"2570084001","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250928231731a44a5ec6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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AI）和京东物流等中国公司股份。她认为中国科技股的估值目前仅为美国同类公司的一半，存在显著的投资价值。她特别赞赏中国在开源软件（如DeepSeek）和电动车产业上的快速迭代能力，并将这种竞争视为推动中美双方共同加速创新的积极力量。此前她也曾表示，中国在DNA测序、机器人、储能、AI和区块链等“颠覆性创新平台”上的布局是实现指数级增长的关键。3、AI行业的盈利与未来关于AI大模型公司的盈利前景，木头姐认为市场正在经历一场“出清”，优胜劣汰已经开始。她点名了当前领域的四大领先者：OpenAI、Anthropic、埃隆·马斯克创立的xAI以及谷歌的Gemini。方舟投资也已通过其风险投资基金布局了xAI和OpenAI等公司。她强调，AI公司盈利的核心在于其技术能否切实提升企业生产力。她观察到，已经有企业愿意为能替代高端人工的AI服务支付每月高达2000美元的费用，这种明确的支付意愿将驱动科技公司持续投入这场竞赛。4、总结总的来看，凯茜·伍德在这次采访中再次阐述了其专注于“颠覆性创新”的投资哲学。她对中国科技股的价值重估和AI技术即将带来的生产力革命抱有强烈信心，认为当前的竞争环境有利于推动全球技术以更快的速度向前发展。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}