Cathie Wood:美联储应“少说多做”,人形机器人 10 年内有望替代人类劳动

链捕手
Jan 26

ChainCatcher 消息,Cathie Wood 近期在参加播客节目《The Brainstorm》时表示,强烈反对当前美联储的高度透明度,“这反而制造了市场波动和高频交易机会。”她更倾向于像 Volcker(专注货币供应)或格林斯潘(黄金价格相对稳定)时代那样少说多做。

Cathie Wood 认为,当前美国通胀本质上已低于 2%(基于单位劳动成本仅 1.2-1.4%),与 70 年代工资-成本推动型通胀完全不同。特朗普政策(类似里根但更激进)可能进一步提升美国资本回报率、强化美元、帮助控制通胀,而无需大幅加息。

AI 领域方面,Cathie Wood 称如果未来几年投入数千亿美元 AI 算力,人形机器人到 2020 年代末有望实现真正灵活性,可替代人类劳动力。Cathie 分析认为人形机器人的经济性很强:一台 10 万美元机器人可对应人类 10 年 50 万美元成本,ROI 可达 5 倍以上,最终带来万亿级生产力提升。

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