[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioe17a1887":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioe17a1887","马斯克在G20二十国集团讲了什么？核心就四件事","\u002Fdoc\u002Fdcioe17a1887","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>\u003Cspan>第一，\u003C\u002Fspan>AI\u003Cspan>真正的瓶颈正在从芯片转向电力。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>马斯克认为，\u003C\u002Fspan>AI\u003Cspan>芯片产能还在高速增长，但中国以外地区的电力供应增速明显跟不上。结果就是：未来不是没有\u003C\u002Fspan>GPU\u003Cspan>，而是有\u003C\u002Fspan>GPU\u003Cspan>也没电开。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>这也是为什么现在大型\u003C\u002Fspan>AI\u003Cspan>公司越来越重视自建电厂、燃气轮机和数据中心配套能源。\u003C\u002Fspan>SpaceX\u003Cspan>本身也在加强发电能力和燃气轮机零部件生产。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>对各国来说，机会也很直接：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>谁能提供便宜、稳定、大规模的电力，谁就更有机会承接下一轮\u003C\u002Fspan>AI\u003Cspan>数据中心。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>第二，马斯克认为\u003C\u002Fspan>AI\u003Cspan>对经济的提升会非常大。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>他的粗略估计是：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>仅数字\u003C\u002Fspan>AI\u003Cspan>，就可能把全球经济规模提高\u003C\u002Fspan>20%\u003Cspan>–\u003C\u002Fspan>30%\u003Cspan>，相当于每年增加约\u003C\u002Fspan>20\u003Cspan>万亿到\u003C\u002Fspan>30\u003Cspan>万亿美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>他还预测，到明年年底前后，\u003C\u002Fspan>AI\u003Cspan>可能已经能完成绝大多数纯数字任务，包括写代码、工程设计等。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>他用了一个很形象的说法：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>未来\u003C\u002Fspan>AI\u003Cspan>写软件，可能会像国际象棋里的\u003C\u002Fspan>Stockfish\u003Cspan>一样，强到人类很难正面竞争。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>第三，真正更大的变化可能来自机器人。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>马斯克认为，软件\u003C\u002Fspan>AI\u003Cspan>只是第一阶段。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>人形机器人的能力取决于三件事：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>AI\u003Cspan>大脑\u003C\u002Fspan>\u003Cspan>×\u003C\u002Fspan>\u003Cspan>机载芯片\u003C\u002Fspan>\u003Cspan>×\u003C\u002Fspan>\u003Cspan>机械灵巧度。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>只要这三项同时进步，机器人就会越来越实用。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>他甚至预测：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>10\u003Cspan>年后，全球可能有超过\u003C\u002Fspan>10\u003Cspan>亿台人形机器人，每台机器人的生产力约等于\u003C\u002Fspan>5\u003Cspan>个人。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如果真达到这个规模，机器人创造的总生产力可能超过全人类。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>所以他认为，数字\u003C\u002Fspan>AI\u003Cspan>也许让经济增长\u003C\u002Fspan>20%\u003Cspan>–\u003C\u002Fspan>30%\u003Cspan>，但物理\u003C\u002Fspan>AI\u003Cspan>和机器人真正成熟后，经济规模可能是\u003C\u002Fspan>10\u003Cspan>倍级别的变化。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>第四，他认为监管不应该把新技术一开始就管死。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>马斯克的核心观点是：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>新技术应该默认可以做，而不是默认不允许做。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>他认为监管太重不会彻底阻止技术进步，但会明显拖慢速度，尤其对初创公司影响最大。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>大公司有资源、有关系，也有能力应对复杂监管；真正容易被压死的，反而是刚起步的小公司。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>所以他的建议很直接：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>政策不要只保护已经长成的大树，也要给新公司留下成长空间。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>美股投资网给大家总结一句话：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>马斯克这次\u003C\u002Fspan>G20\u003Cspan>讲话的核心其实就是：\u003C\u002Fspan>AI\u003Cspan>现在缺的不是梦想，而是电；下一阶段最大的机会也不只是模型，而是能源、数据中心和机器人。\u003C\u002Fspan>#\u003Cspan>机器人\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>$TSLA 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src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]