科技巨头高管：AI浪潮催生“制造机器的机器” 看好科技ETF波动中的长期机遇

Core Insights - Altimeter Capital's CEO Brad Gerstner views the market volatility of technology ETFs as a positive indicator for the long-term health of the industry, especially with AI reshaping the tech landscape [1] - Gerstner highlights the significant growth of companies like Nvidia, which added nearly $200 billion in revenue over the past three years, despite facing substantial stock volatility [1] - He emphasizes the importance of market adjustments in preventing unsustainable tech bubbles, noting Nvidia's current P/E ratio of around 23-24 after a 25% decline earlier this year [1] - Gerstner expresses optimism about the competitive dynamics among major AI companies, suggesting investors consider holding shares in multiple tech giants rather than betting on a single winner [1] - He predicts a "golden age of profit expansion" and "significant productivity boom" as AI capabilities are integrated into industrial processes [1] Industry Comparisons - Gerstner compares the current AI revolution to Tesla's manufacturing innovations, describing it as a "machine that makes machines" that can fundamentally change industrial efficiency [2] - He cautions that not all AI-focused companies will succeed, highlighting the intense competition among over 1,000 companies in Silicon Valley valued at over $1 billion trying to raise funds [2]