저자: CathieWood · 외국인
요약 보기
AI가 자율코딩·신약개발·자율주행·휴머노이드 로봇을 가속하며 로봇·에너지저장·AI 융합이 성장을 이끈다. 글로벌 실질 GDP 성장률이 기존 3%에서 7~8% 이상으로 가속될 것이라 주장. 테슬라 완전자율주행 상용화 2025년 6월 오스틴 예상. 시가총액 기준 Mag6가 16조→60조달러로 늘고 시장이 넓어질 것으로 전망. 엔비디아 실적과 블랙웰 수요 강세를 근거로 제시.
다듬은 글
um ai ai all the time AI was has been the big story for the past two years and it's still the big story in fact it is the biggest Catalyst to all of the Innovation taking place out there uh it is the reason that the world seems to be speeding up and I'll just give you a few examples uh of how quickly things are happening uh so on the autonomous front we have uh autonomous uh coders in the software development space and in late 23 uh this autonomous coder and you'll see it in in Big Ideas was able to do 3% of a project that a developer gave the AI system by the end of last year that was up to to roughly 75% and soon we think it will be very close to 100% so basically uh a developer or an engineer telling a coder this is what I want to do and the AI basically writes the code for the engineer increasing the engineer's productivity manyfold per year another example is in the uh multiomic space so drug development uh in the area of research uh researchers often test hypotheses for new drug targets and uh and we've scored how long it takes them at the end of 23 or in the year 23 they were able to test 20 hypotheses in one year by the end of 24 200 hypotheses 10 times more productive so that tells us that the cost of research and Discovery as we're moving towards curing disease is collapsing so we're going to get a lot more of that kind of research and development uh and then a third really good example of autonomous is full self-driving now 10 years ago or maybe years ago when we uh were writing about autonomous and when we thought uh it would roll out there were about 10 companies uh mostly auto companies who said they were going to be there within the next five to six years and we thought they were but the only one who made it uh at least from a commercialization point of view was weo in 2018 uh well here we are in 2025 and weo is still Geo fenced uh by territory uh we believe this year Tesla will deliver a fully autonomous Service uh they're saying in June in Austin we'll see the debut and we think that it will roll off out across the country uh pretty quickly thereafter so uh we're pretty excited about that interestingly of the 10 companies who expected to be a part of this new world only those two have made it at least in the United States and of course in China we've got BYU uh Apollo uh so let's uh take you to another AI inspired uh movement and that's robotics generally uh we believe that humanoid robots are will soon be upon us we will uh not be surprised to see them walking around our businesses and maybe walking around our homes after that uh trying to uh take all the drudgery out of day-to-day work uh we think this is going to be a 26 trillion doll business ultimately half in the home and half in manufacturing and uh the developments here are once again uh because of artificial intelligence Kathy Wood is here once again to shock the market with her new Nvidia price prediction the analyst is firm in her belief that the Nvidia stock will continue to Surge to never-before seen Heights in 2025 with nvidia's history of overcoming challenges the stakes have never been higher come along as we dive deeper into the complexities of this intriguing scenario and discuss Kathy Wood's new prediction for 2025 welcome back to invest ocracy um we've got a convergence of three technologies that are driving uh both humanoid robots and uh robotaxis forward uh robots themselves energy storage so Battery Technology and uh artificial intelligence those three Technologies converging are creating all kinds of opportunities uh and uh humanoid robots I think I I will tell you while full self-driving to took a lot longer than we expected humanoid robots are developing faster than we expected because of the expertise that has evolved around full self-driving it's the three techn same Technologies converging so we're pretty excited about that and you know humanoid robots we we we have a a sense of how much productivity they will uh introduce uh we have a sense because we actually have old-fashioned robots in our homes already uh so washing machines before washing machines uh Believe It or Not people spent a lot of time washing clothes and with the washing machine the time savings are now something like 85 or 90% we think the same will be true for many other household chores uh importantly food preparation and Cleanup in the home uh so that's going to be pretty exciting and on the manufacturing front um we've already seen uh robotics in action uh the assembly line a 100 years ago uh saved 85% plus of the time to manufacture one car uh so we're familiar it's just all of this now is speeding up thanks to the convergence of Robotics energy storage and artificial intelligence Nvidia has repeatedly demonstrated resilience with every 10% dip historically deemed a buying opportunity will this trend continue consider the pattern post chat gpt's Advent when nvidia's stock responded positively to quarterly earnings results painting a picture of recovery and growth it's not just about writing the economic waves it's about timing your sal'll wind up now by talking about um what all of the these convergences are going to do uh to economic activity and to the stock market as a whole uh we believe that real GDP growth globally is going to accelerate from 3% where it has been for the past 125 years to 7 to 8% if not more thanks to the convergence among these Technologies now why are we so confident about that that sounds like an outrageous number the consensus forecast is 3% well the reason is if you look back in history you will see that about 125 years ago three Innovation plat platforms were evolving at the same time telephone electricity and internal combustion engine and what did that do to real GDP growth globally it increased the rate of real GDP growth by fivefold we went from 0.6% where the world had been over the 400 years from 1500 to 1900 we went from 0.6 % to 3% that was a five-fold increase and now we're telling you even though there are five Innovation platforms evolving with AI at the heart and soul of of the acceleration in these technology platforms that we're only going to see a two to two and a half fold increase we think that could be very conservative and one of the reasons this is going to happen is because of productivity productivity is going to grow dramatically and productivity is associated with low inflation growth as well you can have higher wage growth if productivity is rising so it's a win-win for everyone nvidia's narrative leans heavily on substantial data and patterns well documented for instance Nvidia is preparing to roll out earnings from their groundbreaking Blackwell chips analysts foresee a 63% year-over-year jump in earnings and when CEO Jensen hang describes the demand for Blackwell as insane one wonders if wall Street's expectations are yet accurately pessimistic does that mean for the stock market well if we're right then the value associated with truly disrup Ive Innovation during the next 5 years in the equity markets we believe is going to rise from $1 trillion to $140 trillion more than tfold now you might wonder what is going to happen to the mag six during that period of time well the mag six will probably do fine Al together although some will be disrupted by this new world World Order uh that said we expect the magix to go from 16 trillion today to 60 trillion so that's about a four-fold increase maybe a little less than that uh this is another way of saying that we expect the equity Market the bull market to broaden out during the next five years and benefit a lot of companies that have been toiling away while the mag six we're uh getting all the glory and soon we think they are going to deliver the goods as well in closing Nvidia stands at a Crossroads its path well-lit by past achievements but obscured by Future uncertainties for investors the question is whether to see recent declines as a buying opportunity or a warning sign with nvidia's upcoming earnings report and the unveiling of their Blackwell chips the potential for impressive gains remains significant but what do you think
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