“木头姐”发声：AI已开始重塑生产力，未来十年将创造12万亿美元收入

华尔街见闻03-17

ARK Investment Management创始人Cathie Wood表示，人工智能正在切实推动劳动生产率提升，并将在未来十年释放更为深远的经济红利。据彭博周二报道，Wood指出当前非农生产率同比已增长2.8%，而随着AI工具的持续普及，这一增速有望加快至每年6%。她预计，AI赛道将在未来五至十年内创造10至12万亿美元的收入，并将对全球GDP产生实质性拉动。上述表态与黄仁勋近期预测...

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Mediator
03-18
Mediator
谁还记得她高位加仓喊单特斯拉的时候，也就是个大韭菜

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22:58","market":"us","language":"zh","title":"“木头姐”发声：AI已开始重塑生产力，未来十年将创造12万亿美元收入","url":"https://stock-news.laohu8.com/highlight/detail?id=2620427366","media":"华尔街见闻","summary":"ARK创始人Cathie Wood表示，AI正切实拉动生产率；美国非农生产率已实现2.8%的同比增长，随着AI工具加速落地应用，未来增速有望翻倍至6%。她预测未来十年AI赛道将创造超10到12万亿美元收入，将对全球GDP产生实质性拉动。","content":"<html><head></head><body><p>ARK Investment Management创始人Cathie Wood表示，<strong>人工智能正在切实推动劳动生产率提升，并将在未来十年释放更为深远的经济红利。</strong></p>\n<p>据彭博周二报道，Wood指出当前非农生产率同比已增长2.8%，<strong>而随着AI工具的持续普及，这一增速有望加快至每年6%</strong>。她预计，AI赛道将在未来五至十年内创造10至12万亿美元的收入，并将对全球GDP产生实质性拉动。</p>\n<p>上述表态与黄仁勋近期预测形成呼应——后者预计<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>到2027年的累计销售额将至少达到1万亿美元，进一步印证了AI产业的爆发式增长势头。</p>\n<h2><strong>AI生产力红利已现，增速有望翻倍</strong></h2>\n<p>Wood表示，大型语言模型带来的生产率提升&#34;令人震惊&#34;，就连公司内部此前持怀疑态度的同事也被其能力所折服。</p>\n<p>当前数据已初步印证这一判断。Wood援引数据称，美国非农生产率已实现2.8%的同比增长。她认为，随着AI工具加速落地应用，这一增速存在显著上行空间，未来年增速或可达到6%，较现有水平翻倍以上。</p>\n<p>这一预期若能实现，将对宏观经济产生深远影响。Wood直言，<strong>AI收入规模的扩张&#34;将成为GDP层面真正的拉动力量&#34;。</strong></p>\n<h2><strong>头部模型商收入爆发，万亿市场加速成形</strong></h2>\n<p>Wood特别点出前沿AI模型提供商的收入增长，以此支撑其对整体赛道的乐观判断。</p>\n<p>据其介绍，Anthropic的年化收入已达190亿美元；OpenAI的年化收入则从200亿美元增长至250亿美元。这一增长速度表明，AI商业化进程正在提速。</p>\n<p>在Wood看来，当前的收入规模尚不过是起点。她预计，<strong>整个AI赛道将在未来五至十年内实现10至12万亿美元的收入体量，&#34;几乎是从零开始&#34;的跨越式增长。</strong></p>\n<h2><strong>ARK重仓AI，旗舰基金承压下仍坚守信念</strong></h2>\n<p>Wood因押注颠覆性创新而声名大噪，AI始终是ARK投资逻辑的核心支柱。此番表态显示，尽管旗舰科技基金近期面临业绩压力，她对AI经济价值的判断并未动摇。</p>\n<p>英伟达CEO黄仁勋对AI硬件需求的强劲预测，为Wood所描绘的AI增长图景提供了来自产业端的佐证——芯片需求的持续爆发，与AI应用层收入的快速扩张形成相互印证。</p>\n<p>对于投资者而言，Wood的核心信号在于：<strong>AI的经济影响已不再停留于概念阶段，生产率数据与头部企业的收入曲线，正在将这一叙事逐步转化为可量化的现实。</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“木头姐”发声：AI已开始重塑生产力，未来十年将创造12万亿美元收入</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“木头姐”发声：AI已开始重塑生产力，未来十年将创造12万亿美元收入\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-17 22:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3767748><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ARK Investment Management创始人Cathie Wood表示，人工智能正在切实推动劳动生产率提升，并将在未来十年释放更为深远的经济红利。\n据彭博周二报道，Wood指出当前非农生产率同比已增长2.8%，而随着AI工具的持续普及，这一增速有望加快至每年6%。她预计，AI赛道将在未来五至十年内创造10至12万亿美元的收入，并将对全球GDP产生实质性拉动。\n上述表态与黄仁勋近期预测...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3767748\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"ARBE":"Arbe Robotics Ltd.","BK4585":"ETF&股票定投概念","BK4544":"ARK ETF合集","CRNC":"Cerence Inc.","NVDA":"英伟达","NBIS":"NEBIUS","TM":"丰田汽车","AUR":"Aurora Innovation","BK4588":"碎股","APLD":"APPLIED DIGITAL CORP","BK4594":"比特币ETF概念","BK4601":"加密货币现货ETF","SOUN":"SoundHound AI Inc","INVZ":"Innoviz Technologies Ltd.","MU":"美光科技","SERV":"Serve Robotics Inc.","RXRX":"Recursion Pharmaceuticals, Inc.","NNOX":"Nano-X Imaging Ltd.","ARM":"ARM Holdings"},"source_url":"https://wallstreetcn.com/articles/3767748","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620427366","content_text":"ARK Investment Management创始人Cathie Wood表示，人工智能正在切实推动劳动生产率提升，并将在未来十年释放更为深远的经济红利。\n据彭博周二报道，Wood指出当前非农生产率同比已增长2.8%，而随着AI工具的持续普及，这一增速有望加快至每年6%。她预计，AI赛道将在未来五至十年内创造10至12万亿美元的收入，并将对全球GDP产生实质性拉动。\n上述表态与黄仁勋近期预测形成呼应——后者预计英伟达到2027年的累计销售额将至少达到1万亿美元，进一步印证了AI产业的爆发式增长势头。\nAI生产力红利已现，增速有望翻倍\nWood表示，大型语言模型带来的生产率提升\"令人震惊\"，就连公司内部此前持怀疑态度的同事也被其能力所折服。\n当前数据已初步印证这一判断。Wood援引数据称，美国非农生产率已实现2.8%的同比增长。她认为，随着AI工具加速落地应用，这一增速存在显著上行空间，未来年增速或可达到6%，较现有水平翻倍以上。\n这一预期若能实现，将对宏观经济产生深远影响。Wood直言，AI收入规模的扩张\"将成为GDP层面真正的拉动力量\"。\n头部模型商收入爆发，万亿市场加速成形\nWood特别点出前沿AI模型提供商的收入增长，以此支撑其对整体赛道的乐观判断。\n据其介绍，Anthropic的年化收入已达190亿美元；OpenAI的年化收入则从200亿美元增长至250亿美元。这一增长速度表明，AI商业化进程正在提速。\n在Wood看来，当前的收入规模尚不过是起点。她预计，整个AI赛道将在未来五至十年内实现10至12万亿美元的收入体量，\"几乎是从零开始\"的跨越式增长。\nARK重仓AI，旗舰基金承压下仍坚守信念\nWood因押注颠覆性创新而声名大噪，AI始终是ARK投资逻辑的核心支柱。此番表态显示，尽管旗舰科技基金近期面临业绩压力，她对AI经济价值的判断并未动摇。\n英伟达CEO黄仁勋对AI硬件需求的强劲预测，为Wood所描绘的AI增长图景提供了来自产业端的佐证——芯片需求的持续爆发，与AI应用层收入的快速扩张形成相互印证。\n对于投资者而言，Wood的核心信号在于：AI的经济影响已不再停留于概念阶段，生产率数据与头部企业的收入曲线，正在将这一叙事逐步转化为可量化的现实。","news_type":1,"symbols_score_info":{"ARBE":2,"INVZ":2,"RXRX":2,"SOUN":2,"CRNC":2,"AUR":2,"MU":2,"TM":2,"NBIS":2,"NVDA":2,"NNOX":2,"APLD":2,"ARM":2,"SERV":2}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":9,"commentSize":1,"repostSize":1,"favoriteSize":4,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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