Cathie Wood Sees Tesla As 'Largest AI Project On Earth' — Here's Why She's Not Worried About Tech Investments
Cathie Wood Sees Tesla As 'Largest AI Project On Earth' — Here's Why She's Not Worried About Tech Investments
Addressing concerns about heavy GPU and cloud infrastructure investments by major tech companies, Wood acknowledged investor skepticism about capital expenditure increases. Cathie Wood, founder and CEO of ARK Investment Management LLC, defended the future of artificial intelligence investments while highlighting Tesla Inc. (NASDAQ:TSLA) as a cornerstone of technological innovation during a recent podcast appearance with SoFi's Head of Investment Strategy, Liz Thomas.
凱西·伍德，ark投資管理有限公司的創始人兼首席執行官，在最近與SoFi投資策略主管麗茲·托馬斯的播客中辯護人工智能投資的未來，同時強調了特斯拉公司（納斯達克：TSLA）作爲技術創新的基石。
What Happened: Wood popularly known for leading ARK Innovation ETF (NYSE:ARKK) characterized Tesla as "the largest AI project on Earth," emphasizing AI's transformative potential across multiple sectors.
發生了什麼：伍德因領導ark innovation etf（紐交所：ARKK）而廣受歡迎，她將特斯拉稱爲「地球上最大的人工智能項目」，強調人工智能在多個板塊的變革潛力。
She particularly highlighted healthcare advancements, where AI's convergence with sequencing technologies could revolutionize cancer diagnosis through blood testing, especially when combined with CRISPR gene editing capabilities.
她特別強調了醫療保健的進展，人工智能與測序技術的融合可以通過血液檢測徹底改變癌症診斷，尤其是與CRISPR基因編輯能力結合時。
Addressing concerns about heavy GPU and cloud infrastructure investments by major tech companies, Wood acknowledged investor skepticism about capital expenditure increases.
在應對主要科技公司對gpu和雲基礎建設投資的擔憂時，伍德承認投資者對資本支出增加的懷疑。
Wood cited Microsoft Corp's (NASDAQ:MSFT) dramatic spending surge from $30 billion to $60 billion in 18 months as an example of investments that have yet to demonstrate clear returns.
伍德以微軟公司（納斯達克：MSFT）在18個月內從300億到600億的支出激增爲例，引用了尚未顯示出明確回報的投資。
Why It Matters: The ARK Invest CEO's comments come amid her firm's recent portfolio adjustments, including an $18 million reduction in Tesla holdings through its flagship funds. Despite these sales, Wood maintains a bullish long-term outlook on Tesla's autonomous driving potential, projecting a "trillion-dollar-plus revenue opportunity."
爲什麼這很重要：ark的首席執行官的評論正值她的公司最近調整投資組合，包括通過其旗艦所有基金類型減少1800萬美元的特斯拉持有。儘管進行了這些出售，伍德對特斯拉的自主駕駛潛力持看好的長期展望，預測有「超過一萬億美元的營業收入機會」。
Wood's investment thesis extends beyond Tesla to the broader biologics sector, where she envisions a $400 billion market opportunity emerging from the convergence of AI, genetic sequencing, and gene editing technologies.
伍德的投資論點超越了特斯拉，關注更廣泛的生物製品板塊，她設想人工智能、基因測序和基因編輯技術的融合將帶來4000億的市場機會。
Her ARK Genomic Revolution ETF (BATS:ARKG), managing $1.179 billion in assets, reflects this conviction through significant investments in companies like Twist Bioscience Corp. (NASDAQ:TWST) and CRISPR Therapeutics AG (NASDAQ:CRSP).
她的ark生物基因科技革新主動型etf（BATS:ARKG）管理着11.79億資產，通過對如Twist Bioscience Corp.（納斯達克：TWST）和CRISPR Therapeutics AG（納斯達克：CRSP）等公司的重要投資來體現這一信念。
Responding to concerns about elevated market valuations, Wood noted that current market multiples in the low 20s leave little room for error. However, she remains confident in the emergence of transformational business models, particularly at the intersection of AI and healthcare innovation, where she sees potential for revolutionary advances in disease treatment and diagnosis.
針對市場估值過高的擔憂，伍德指出，當前市場倍數在低20區間，幾乎沒有錯誤的餘地。然而，她對變革性業務模式的出現仍然充滿信心，特別是在人工智能與醫療創新交匯的領域，她看到在疾病治療和診斷方面有革命性進展的潛力。
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Image via Ark Invest
圖片來源於ark
Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免責聲明：本內容部分由Benzinga Neuro幫助製作，並經Benzinga編輯審查和發佈。
譯文內容由第三人軟體翻譯。
