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特斯拉投资者廖凯原宣布买入100万股英伟达股票:“我坚信人工智能没有泡沫”
Xin Lang Cai Jing· 2026-03-04 23:30
Core Viewpoint - Liao Kaiyuan, one of Tesla's largest individual shareholders, is making significant investments in the artificial intelligence sector, believing that AI is just beginning and not in a bubble [1][2]. Group 1: Investment in NVIDIA - Liao has purchased 1 million shares of NVIDIA and plans to buy more [2]. - He believes that his investment in NVIDIA is aimed at calming a "nervous market" as traders reassess the impact of AI technology [3]. - NVIDIA's stock has declined by 4% year-to-date, indicating a shift in market sentiment regarding AI investments [3]. Group 2: Outlook on Tesla - Despite previously claiming that Elon Musk intentionally suppressed Tesla's stock price, Liao remains optimistic about Tesla's future [3]. - He continues to hold a significant amount of Tesla stock and short-term U.S. Treasury bonds [3]. - Liao believes that Tesla's potential in energy, cybersecurity, and the Teslabot has not yet been fully reflected in its stock price, suggesting that risk-tolerant investors may still find value in Tesla shares [3].