SIASUN(SZ:300024) Jin Rong Jie·2026-01-08 01:45Group 1 - Elon Musk predicts that AGI will be realized by 2026, marking a "technological singularity" moment where white-collar jobs and surgeons may be replaced by AI, leading society towards an era of "universal high income" and extreme abundance [1] - Musk emphasizes that the transition period of 3 to 7 years will be turbulent, with social upheaval occurring alongside extreme prosperity [1] - He highlights China's significant advantage in AI due to its ability to expand power generation capacity, estimating that by 2026, China's power generation could be about three times that of the United States, enabling support for high-energy AI data centers [1] Group 2 - Musk states that power supply is a critical constraint for the scaling of AI systems, noting that the difficulty of electricity supply is often underestimated [2] - Despite the U.S. efforts to limit China's access to advanced semiconductors, Musk believes that these restrictions may weaken over time, asserting that China will resolve its chip issues [2] - The current focus on energy supply and data infrastructure is becoming more crucial for the large-scale development of AI than chips or algorithms [2]