在这次最新的网络研讨会上，我讨论了为什么过去几周袭击 #AI 和 #crypto 的流动性紧缩将会在接下来的几周内出现逆转——市场似乎已经在消化这一点——以及为什么人工智能并不处于泡沫之中。下面提到的 123% 增长，指的是 Palantir 上一季度在美国商业业务中的涨幅。 In this recent webinar, I discuss why the liquidity squeeze that has hit #AI and #crypto will reverse in the next few weeks, something the markets seemed to buy, and why AI is not in a bubble. The 123% increase noted below was in Palantir’s US commercial business last qtr.
Cathie WoodCEO, ARK Invest
观点原文
在这次最新的网络研讨会上，我讨论了为什么过去几周袭击 #AI 和 #crypto 的流动性紧缩将会在接下来的几周内出现逆转——市场似乎已经在消化这一点——以及为什么人工智能并不处于泡沫之中。下面提到的 123% 增长，指的是 Palantir 上一季度在美国商业业务中的涨幅。
In this recent webinar, I discuss why the liquidity squeeze that has hit #AI and #crypto will reverse in the next few weeks, something the markets seemed to buy, and why AI is not in a bubble. The 123% increase noted below was in Palantir’s US commercial business last qtr.
Sharing
相关观点
- 比特币是一项深刻的技术与货币创新。随着 Vanguard（先锋）如今支持比特币 ETF，他们的投资者也可以通过现有的投资组合配置 ARKB——即 ARK 21Shares 比特币 ETF，使这一全新的资产类别能够通过熟悉的工具轻松获取。 Bitcoin is a profound technological and monetary innovation. With Vanguard now supporting bitcoin ETFs, their investors can access ARKB, the ARK 21Shares Bitcoin ETF, via existing portfolios, making a new asset class available through familiar tools.Cathie Wood · 2025/12/09
- 与 Mach33 合作，ARK Invest 已将其 SpaceX 估值模型开源。如果我没记错的话，这是市场上唯一一个公开发布的 SpaceX 开源模型。 这将有助于让大家更清晰地理解太空领域的巨大机会——甚至在太阳能数据中心进入太空之前，这些机会已经相当可观。 In collaboration with Mach33, ARKInvest open-sourced its #SpaceX model, the only open-source model in the market, if I am not mistaken, which should help put into perspective the massive opportunities, even before solar-powered data centers, in space.Cathie Wood · 2025/12/07
- 在本期 ITK 节目中，我讨论了为什么过去几周冲击 AI 和 加密货币 的流动性紧缩将在未来几周出现逆转——从今天的市场反应来看，投资者似乎已经开始认可这一点。同时，我也解释了为什么 AI 并不处于泡沫之中。 In this episode of ITK, I discuss why the liquidity squeeze that has hit #AI and #crypto will reverse in the next few weeks, something the markets seemed to buy today, and why AI is not in a bubble. The 123% increase noted below was in Palantir’s US commercial business last qtr. 文中提到的 123% 增长，指的是 Palantir 上季度在美国商业业务中的增长幅度。Cathie Wood · 2025/11/24
- 我很荣幸能与一群杰出的领袖、创始人和创新者一起参加 @eMergeAmericas 举办的 迈阿密 Tech Basel 人工智能峰会（AI Summit），共同探讨人工智能与创新在各个行业中的深远影响。 I'm honored to join an incredible group of leaders, founders, and innovators at the @eMergeAmericas Tech Basel Miami AI Summit to discuss the profound impact of artificial intelligence and innovation across industries.Cathie Wood · 2025/11/12