大咖訪談｜木頭姐：中國科技股潛力巨大

問號鵝的商業筆記

09/28

凱茜·伍德（木頭姐）在2025年9月22日接受的彭博社採訪中，深入分享了她對多個熱點議題的見解，其核心觀點圍繞中國科技股的巨大潛力、人工智能（AI）行業的競爭格局以及技術競爭如何驅動全球創新展開。1、H1B簽證與硅谷創新木頭姐將特朗普總統削減H1B簽證的舉措解讀為一種談判策略，認為其短期會影響科技公司，但最終可能促使企業提升效率。她特別指出，AI的普及正在從根本上改變編程行業，使得「自然語言編程」...

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AI）和京東物流等中國公司股份。她認為中國科技股的估值目前僅為美國同類公司的一半，存在顯著的投資價值。她特別讚賞中國在開源軟件（如DeepSeek）和電動車產業上的快速迭代能力，並將這種競爭視為推動中美雙方共同加速創新的積極力量。此前她也曾表示，中國在DNA測序、機器人、儲能、AI和區塊鏈等「顛覆性創新平台」上的佈局是實現指數級增長的關鍵。3、AI行業的盈利與未來關於AI大模型公司的盈利前景，木頭姐認為市場正在經歷一場「出清」，優勝劣汰已經開始。她點名了當前領域的四大領先者：OpenAI、Anthropic、埃隆·馬斯克創立的xAI以及谷歌的Gemini。方舟投資也已通過其風險投資基金佈局了xAI和OpenAI等公司。她強調，AI公司盈利的核心在於其技術能否切實提升企業生產力。她觀察到，已經有企業願意為能替代高端人工的AI服務支付每月高達2000美元的費用，這種明確的支付意願將驅動科技公司持續投入這場競賽。4、總結總的來看，凱茜·伍德在這次採訪中再次闡述了其專注於「顛覆性創新」的投資哲學。她對中國科技股的價值重估和AI技術即將帶來的生產力革命抱有強烈信心，認為當前的競爭環境有利於推動全球技術以更快的速度向前發展。","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"}}}