"Wooden Sister" speaks: The AI craze is just beginning, Tesla will receive half of its revenue from autonomous driving!
因醉鞭名马幌
发表于 2024-7-11 11:21:05
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Despite technology stocks driving the US stock market to historic highs this year, renowned fund manager "Sister Mu" boldly predicts that stocks related to artificial intelligence (AI) still have a lot of room for growth, and this AI craze is just beginning.
Cathie Wood, the head of ARK Invest and known as the "female version of Buffett," said on Wednesday that although the main gains since the 1930s have been concentrated in a few companies, the current stock price multiples are reasonable because "investors have seen huge surprises related to artificial intelligence.".
However, it is worth noting that Mu Jie's main funds currently no longer hold stocks of large technology companies such as NVIDIA, Microsoft, and TSMC, but prefer small companies in the field of artificial intelligence, as she believes the latter are currently more valuable. Because of this, its fund's performance this year has lagged behind the Nasdaq index.
But Wood firmly believes that holding smaller AI stocks in his fund represents higher value and may soon take off.
"If interest rates fall, what we will see is an expansion of the market scope, where large cap stocks may remain stagnant while other parts of the market catch up," she added.
Bet on Tesla
As is well known, Mu Jie has always been a loyal fan of Tesla, whether it's during high or low periods. This electric vehicle manufacturer is ARK's largest single shareholder, with 15% of its flagship product ARK Innovation ETF (ARKK) invested in the company. This is because Wood believes that autonomous driving will be an important component of Tesla's future.
"The opportunity of the autonomous taxi network and the entire ecosystem surrounding it will generate $8 to $10 trillion in revenue over the next 5 to 10 years. Half of this will belong to Tesla," she said.
In recent months, more and more people have been concerned that artificial intelligence hype may go too far, but Wood does not agree with this view. She believes that generative artificial intelligence is "the biggest technological platform transformation in history" and states that Canada is at the forefront of the artificial intelligence revolution.
"I live in a country that truly understands artificial intelligence, and Canada has many excellent talents. Therefore, many of our companies have established branches in Canada," she added.
Keep an eye on Shopify
Wood had already stated in 2022 that she was optimistic about Shopify. In the latest interview, she reiterated the reason why her company continues to invest in this Canadian technology darling.
"Shopify has truly ushered in a revolution in social commerce. It has enabled companies such as Meta, Facebook, Instagram, and TikTok to enter the business world." She said.
She also added that the social commerce revolution will erupt in the near future, and the proportion of online shopping can increase from the current 15% to half.
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