馬斯克點名兩大AI股，他看到的關鍵信號究竟是什麼？

金十數據

2025/12/02

AI播客：換個方式聽新聞下載mp3音頻由釦子空間生成埃隆·馬斯克（Elon Musk）不認為自己是投資者。但如果必須在AI相關股票中押注，他最近點名稱讚了兩隻標的。他在周日播出的一期「People by WTF」播客節目中說：「AI和機器人技術將變得非常重要。AI和機器人帶來的商品和服務產出會高得壓倒其他一切。」馬斯克長期以來一直將他所領導的電動車和機器人公司特斯拉(TSLA.O)描繪為押注這些...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202115752a71e3f37&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202115752a71e3f37&s=b\">金十數據</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SNVD.UK","symbol_name":"LS -1X NVIDIA","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202115752a71e3f37&s=b","article_id":"2588086819","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202115752a71e3f37&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, 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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：換個方式聽新聞下載mp3音頻由釦子空間生成埃隆·馬斯克（Elon Musk）不認為自己是投資者。但如果必須在AI相關股票中押注，他最近點名稱讚了兩隻標的。他在周日播出的一期「People by WTF」播客節目中説：「AI和機器人技術將變得非常重要。AI和機器人帶來的商品和服務產出會高得壓倒其他一切。」馬斯克長期以來一直將他所領導的電動車和機器人公司特斯拉(TSLA.O)描繪為押注這些趨勢的標的。但當主持人問他，在當前價位還會投資哪隻股票時，他給出了兩個名字：同屬「七巨頭」的谷歌母公司Alphabet(GOOGL.O)，以及英偉達(NVDA.O)。根據DataTrek Research的數據，這倆股票今年以來貢獻了標普500指數漲幅的三分之一以上。基於提問本身的前提，馬斯克的回答意味着，即便這些股票近期已經大幅上漲，他仍認為它們具有吸引力。Alphabet今年以來上漲約68%，英偉達上漲34%。馬斯克説，Alphabet「已經為從AI角度創造巨大的價值奠定了基礎」。上個月，該公司推出了備受好評的Gemini 3 AI模型，而谷歌的芯片也獲得了越來越多的讚譽。重金投入AI的Meta Platforms據報道也在探討將部分谷歌硬件部署在自家數據中心的合作。此外還有Waymo，這家由谷歌支持的初創企業是特斯拉在無人出租車競賽中的主要對手。Waymo在五座城市運營全自動叫車服務，並選定了另外12座城市進行短期擴張。上個月，它成為美國首家能夠在高速公路上提供無安全監控員的自動駕駛服務的企業。在馬斯克看來，英偉達是一隻「顯而易見」的選擇。它仍然是AI賽道上的主導者，幾乎與行業內所有主要玩家都有合作。英偉達最近一個季度營收按年增長62%，主要受益於其在數據中心業務方面的佈局。這是AI產業的基礎設施，也是投資者關注的重點。儘管谷歌與馬斯克旗下的企業存在競爭關係，但英偉達始終是特斯拉的穩固合作伙伴。馬斯克經常稱讚英偉達CEO黃仁勳（Jensen Huang）。上個月，兩人共同宣佈與一家沙特阿拉伯AI公司合作，在沙特建設一個大型數據中心。在AI和機器人之外，馬斯克還表示，從事「太空飛行」業務的公司也是值得關注的潛在投資標的。他旗下的私營企業SpaceX在發射行業佔據領先地位，儘管包括Rocket Lab在內的一些上市公司正尋求挑戰其主導地位。","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"}}}