马斯克:AI股看好英伟达和Alphabet
BlockBeats 消息,12 月 2 日,马斯克在周日播出的一期「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。」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)。
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。而英伟达是一只「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。
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。
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