GDP 上升 7% 只是起步，「牛市女皇」看到了 AI 带来的哪些「真增长」？

Group 1 - Cathie Wood predicts a global GDP growth rate of 7%, which she considers conservative, driven by the integration of five major technological platforms including AI and robotics [5][6] - The current GDP measurement system is seen as lagging, failing to account for significant contributions from technology-driven outputs, which Wood refers to as "invisible labor" [6][7] - Wood emphasizes that the core measure of progress should focus on productivity growth driven by technology, rather than traditional GDP metrics [7][8] Group 2 - Wood argues that technological advancements lead to a beneficial deflationary cycle, contrary to Keynesian economics, which suggests growth leads to inflation [8][9] - Alexander Wissner-Gross suggests that per capita productivity is a more accurate measure of future progress than GDP, questioning the relevance of traditional indices like the S&P 500 [9][10] - Wood identifies GNI (Gross National Income) as a more accurate indicator of real wealth, as it reflects income flows better than GDP, especially during periods of technological upheaval [12][13] Group 3 - Wood connects the essence of economic activity to energy transformation, highlighting the importance of advancements in nuclear, solar, and battery technologies as future energy pillars [13]