马斯克点名两大AI股，他看到的关键信号究竟是什么？

金十数据

2025/12/02

AI播客：换个方式听新闻下载mp3音频由扣子空间生成埃隆·马斯克（Elon Musk）不认为自己是投资者。但如果必须在AI相关股票中押注，他最近点名称赞了两只标的。他在周日播出的一期“People by WTF”播客节目中说：“AI和机器人技术将变得非常重要。AI和机器人带来的商品和服务产出会高得压倒其他一切。”马斯克长期以来一直将他所领导的电动车和机器人公司特斯拉(TSLA.O)描绘为押注这些...

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What are the key signals he sees?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DXYZ":1.5,"NVDU":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"NVDY":0.6,"NVD3.UK":0.6,"2NVD.UK":0.6,"GOOGL":0.9,"NVD":0.6,"NVDD":0.6,"NVIW.SI":0.6,"NVDS":0.6,"NVDA":0.9,"UFO":0.6,"TSLA":0.9,"TSYW.SI":0.6},"content_text":"AI播客：换个方式听新闻下载mp3音频由扣子空间生成埃隆·马斯克（Elon Musk）不认为自己是投资者。但如果必须在AI相关股票中押注，他最近点名称赞了两只标的。他在周日播出的一期“People by WTF”播客节目中说：“AI和机器人技术将变得非常重要。AI和机器人带来的商品和服务产出会高得压倒其他一切。”马斯克长期以来一直将他所领导的电动车和机器人公司特斯拉(TSLA.O)描绘为押注这些趋势的标的。但当主持人问他，在当前价位还会投资哪只股票时，他给出了两个名字：同属“七巨头”的谷歌母公司Alphabet(GOOGL.O)，以及英伟达(NVDA.O)。根据DataTrek Research的数据，这俩股票今年以来贡献了标普500指数涨幅的三分之一以上。基于提问本身的前提，马斯克的回答意味着，即便这些股票近期已经大幅上涨，他仍认为它们具有吸引力。Alphabet今年以来上涨约68%，英伟达上涨34%。马斯克说，Alphabet“已经为从AI角度创造巨大的价值奠定了基础”。上个月，该公司推出了备受好评的Gemini 3 AI模型，而谷歌的芯片也获得了越来越多的赞誉。重金投入AI的Meta Platforms据报道也在探讨将部分谷歌硬件部署在自家数据中心的合作。此外还有Waymo，这家由谷歌支持的初创企业是特斯拉在无人出租车竞赛中的主要对手。Waymo在五座城市运营全自动叫车服务，并选定了另外12座城市进行短期扩张。上个月，它成为美国首家能够在高速公路上提供无安全监控员的自动驾驶服务的企业。在马斯克看来，英伟达是一只“显而易见”的选择。它仍然是AI赛道上的主导者，几乎与行业内所有主要玩家都有合作。英伟达最近一个季度营收同比增长62%，主要受益于其在数据中心业务方面的布局。这是AI产业的基础设施，也是投资者关注的重点。尽管谷歌与马斯克旗下的企业存在竞争关系，但英伟达始终是特斯拉的稳固合作伙伴。马斯克经常称赞英伟达CEO黄仁勋（Jensen Huang）。上个月，两人共同宣布与一家沙特阿拉伯AI公司合作，在沙特建设一个大型数据中心。在AI和机器人之外，马斯克还表示，从事“太空飞行”业务的公司也是值得关注的潜在投资标的。他旗下的私营企业SpaceX在发射行业占据领先地位，尽管包括Rocket Lab在内的一些上市公司正寻求挑战其主导地位。","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}