{"id":604195,"date":"2025-11-17T05:37:35","date_gmt":"2025-11-17T13:37:35","guid":{"rendered":"https:\/\/nai500.com\/?p=604195"},"modified":"2025-11-17T05:37:35","modified_gmt":"2025-11-17T13:37:35","slug":"thiel-nvidia-nvda-ai","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/11\/thiel-nvidia-nvda-ai\/","title":{"rendered":"Thiel \u5728\u7b2c\u4e09\u5b63\u62cb\u552e Nvidia NVDA\u3002\u9019\u662f AI \u9ad8\u9ede\u55ce\uff1f"},"content":{"rendered":"

Peter Thiel \u7684\u5c0d\u6c96\u57fa\u91d1\u5728\u7b2c\u4e09\u5b63\u8ce3\u6389\u4e86\u5176\u5168\u90e8 Nvidia \u6301\u80a1\uff0c\u9019\u7b46 1 \u5104\u7f8e\u5143\u7684\u9000\u51fa\u5728\u76e4\u5f8c\u62ab\u9732\u65bc\u4e00\u4efd\u65b0\u7684 13F \u7533\u5831\u4e2d\u3002\u6b64\u8209\u5272\u7834\u4e86\u4ecd\u88ab\u5b9a\u50f9\u70ba AI \u8d85\u7d1a\u9031\u671f\u7684\u5e02\u5834\u3002Nvidia \u80a1\u50f9\u9031\u4e00\u4e0b\u5348\u4e0a\u6f32\u7d04 1.8%\uff0c\u81f3\u7d04 190 \u7f8e\u5143\uff0c\u51f8\u986f\u5373\u4fbf\u77fd\u8c37\u6700\u77e5\u540d\u7684\u6295\u8cc7\u8005\u4e4b\u4e00\u6084\u7136\u96e2\u5834\uff0c\u9019\u6ce2\u4ea4\u6613\u4ecd\u7136\u64c1\u64e0\u4e14\u5177\u97cc\u6027\u3002<\/p>\n

Thiel \u9000\u51fa Nvidia\uff0c\u80a1\u50f9\u4ecd\u88ab\u8cb7\u76e4\u652f\u6490<\/h3>\n

\u7533\u5831\u986f\u793a Thiel Macro LLC \u5728\u7b2c\u4e09\u5b63\u51fa\u552e\u4e86\u7d04 538,000 \u80a1 Nvidia\uff0c\u7d50\u675f\u4e86\u96a8\u8457\u8a72\u6676\u7247\u88fd\u9020\u5546\u6210\u70ba\u5e02\u5834\u6700\u7d14\u7cb9 AI \u786c\u9ad4\u8ced\u6ce8\u800c\u81a8\u8139\u7684\u5009\u4f4d\u3002\u4ed6\u4e5f\u5c07 Tesla \u6e1b\u78bc\u7d04 76%\uff0c\u81f3 65,000 \u80a1\uff0c\u540c\u6642\u52a0\u78bc Apple \u548c Microsoft\u3002\u9019\u8f2a\u8f2a\u52d5\u50b3\u905e\u4e86\u660e\u78ba\u8a0a\u865f\uff1a\u5728\u79d1\u6280\u53f2\u4e0a\u5176\u4e2d\u4e00\u6bb5\u6700\u9a5a\u4eba\u7684\u52d5\u80fd\u4e0a\u6f32\u4e4b\u5f8c\uff0c\u81f3\u5c11\u6709\u4e00\u4f4d\u9ad8\u77e5\u540d\u5ea6\u7684\u8cc7\u7522\u914d\u7f6e\u8005\u6b63\u5f9e\u6700\u9ad8\u8c9d\u5854\u7684 AI \u6a19\u7684\u9000\u4e00\u6b65\uff0c\u8f49\u5411\u53ef\u5728\u4e0d\u8207\u9031\u671f\u6027\u540c\u9032\u9000\u7684\u60c5\u6cc1\u4e0b\u8ca8\u5e63\u5316 AI \u7684\u5927\u578b\u9f8d\u982d\u8cc7\u7522\u8ca0\u50b5\u8868\u3002\u6642\u6a5f\u5f88\u91cd\u8981\u3002Nvidia \u4ecd\u7136\u6ce2\u52d5\u4f46\u6709\u8cb7\u76e4\uff0c\u6301\u7e8c\u53d7\u5927\u91cf\u8cc7\u6599\u4e2d\u5fc3\u8a02\u55ae\u652f\u6490\uff0c\u800c\u6563\u6236\u60c5\u7dd2\u5df2\u7d93\u8f49\u5f31\u3002\u4e00\u9805\u6d41\u884c\u7684\u60c5\u7dd2\u6307\u6a19\u5f9e\u5341\u6708\u4e0b\u65ec\u7684 89 \u8dcc\u81f3 100 \u5206\u5236\u7684 41\uff0c\u53cd\u6620\u5728\u6578\u6708\u62cb\u7269\u7dda\u5f0f\u6f32\u5e45\u5f8c\u98a8\u96aa\u80c3\u7d0d\u8b8a\u5f97\u8106\u5f31\u3002\u9019\u7a2e\u50f9\u683c\u5805\u633a\u4f46\u60c5\u7dd2\u8edf\u5316\u7684\u812b\u7bc0\uff0c\u6b63\u662f\u9006\u5411\u8005\u51fa\u5834\u7684\u6642\u523b\u3002<\/p>\n

13F \u7684\u73fe\u5be6\u6aa2\u8996\u8207\u5176\u6307\u793a<\/h3>\n

13F \u662f\u56de\u9867\u6027\u7684\u3002\u6301\u5009\u622a\u81f3 9 \u6708 30 \u65e5\uff0c\u4e14\u4e0d\u5305\u542b\u7a7a\u982d\u8207\u8a31\u591a\u884d\u751f\u6027\u5546\u54c1\u3002\u5373\u4fbf\u5982\u6b64\uff0c\u5168\u9762\u6e05\u5009\u4ecd\u662f\u660e\u78ba\u7121\u8aa4\u7684\u8a0a\u865f\u3002Thiel \u6578\u6708\u4f86\u4e00\u76f4\u8b66\u544a AI \u7684\u904e\u5ea6\u72c2\u71b1\uff0c\u5c07\u5176\u6bd4\u64ec\u70ba 1999 \u5e74\u6558\u4e8b\u8d85\u8d8a\u77ed\u671f\u73fe\u91d1\u6d41\u7684\u60c5\u6cc1\u3002\u7576\u524d\u80cc\u666f\u4e5f\u9080\u8acb\u63a1\u53d6\u6b64\u8996\u89d2\uff1aS&P 500 \u4ee5\u7d04\u524d\u77bb\u672c\u76ca\u6bd4 23 \u500d\u4ea4\u6613\uff0c\u800c FTSE \u7d04\u70ba 14 \u500d\uff0c\u9019\u6a23\u7684\u5229\u5dee\u6b77\u53f2\u4e0a\u5e38\u6697\u793a\u7f8e\u570b\u6210\u9577\u6a02\u89c0\u63a5\u8fd1\u81ea\u6eff\u3002Nvidia \u7684\u4f30\u503c\u4ecd\u662f\u7126\u9ede\u3002\u591a\u982d\u8ad6\u9ede\u501a\u9760\u4f9b\u61c9\u7a00\u7f3a\u3001\u8edf\u9ad4\u9396\u5b9a\u8207\u8d85\u5927\u898f\u6a21\u5ba2\u6236\u7684\u591a\u5e74\u8cc7\u672c\u652f\u51fa\u6d6a\u6f6e\uff1b\u7a7a\u982d\u8ad6\u9ede\u96c6\u4e2d\u5728\u96c6\u4e2d\u98a8\u96aa\u3001\u96a8\u8457\u7af6\u722d\u8005\u8ffd\u8d95\u800c\u51fa\u73fe\u7684\u5229\u6f64\u7387\u56de\u6b78\uff0c\u4ee5\u53ca\u5ba2\u6236\u8a66\u5716\u512a\u5316 AI \u652f\u51fa\u7684\u901f\u5ea6\u3002Thiel \u7684\u8ce3\u51fa\u544a\u8a34\u5e02\u5834\uff0c\u4ed6\u5728\u5176\u4ed6\u5730\u65b9\u770b\u5230\u66f4\u4f73\u7684\u98a8\u96aa\u8abf\u6574\u56de\u5831\uff0c\u6216\u81f3\u5c11\u5728\u4e0b\u4e00\u6b21\u6ce2\u52d5\u4e8b\u4ef6\u524d\u9700\u8981\u70ba\u64c1\u64e0\u7684\u4ea4\u6613\u964d\u98a8\u96aa\u3002<\/p>\n

\u5f9e\u9ad8\u8c9d\u5854\u5230\u5927\u578b\u9f8d\u982d\u58d3\u8259\u77f3<\/h3>\n

\u5176\u9918\u7684\u7d44\u5408\u8abf\u6574\u4e5f\u7b26\u5408\u8a72\u908f\u8f2f\u3002\u5927\u5e45\u6e1b\u6301 Tesla \u540c\u6642\u52a0\u78bc Apple \u8207 Microsoft \u6307\u5411\u6cbf\u8457 AI \u5806\u758a\u5411\u4e0a\u79fb\u52d5\uff0c\u8f49\u5411\u591a\u5143\u5316\u7684\u73fe\u91d1\u5f15\u64ce\u3002Microsoft \u5728\u5e73\u53f0\u5c64\u9762\u8b8a\u73fe AI\u2014\u2014\u96f2\u7aef\u3001\u4f01\u696d\u8edf\u9ad4\u3001copilots\u2014\u2014\u5177\u5099\u5b9a\u50f9\u6b0a\u8207\u7d93\u5e38\u6027\u6536\u5165\u3002Apple \u96d6\u7136\u5728\u53ef\u898b AI \u529f\u80fd\u4e0a\u8f03\u665a\uff0c\u4f46\u63d0\u4f9b\u9632\u79a6\u6027\u4ee5\u53ca\u53ef\u900f\u904e\u8edf\u9ad4\u66f4\u65b0\u555f\u52d5\u7684\u9f90\u5927\u5df2\u5b89\u88dd\u57fa\u790e\u3002Tesla \u53d7\u6c7d\u8eca\u9031\u671f\u52d5\u614b\u8207\u81ea\u99d5\u6558\u4e8b\u5f71\u97ff\uff0c\u6642\u9593\u7dda\u8207\u76e3\u7ba1\u6469\u64e6\u5747\u5177\u6ce2\u52d5\u6027\u3002Nvidia \u4f4d\u65bc\u8cc7\u672c\u8a2d\u5099\u7684\u4ea4\u53c9\u9ede\uff0c\u662f AI \u904b\u7b97\u7684\u74f6\u9838\uff0c\u5176\u7af6\u722d\u3001\u51fa\u53e3\u7ba1\u5236\u8207\u63a1\u8cfc\u6d88\u5316\u5747\u53ef\u80fd\u5de6\u53f3\u5b63\u5ea6\u6578\u5b57\u3002\u5f9e NVDA \u8207 TSLA \u91cd\u65b0\u914d\u7f6e\u5230 MSFT \u8207 AAPL \u770b\u8d77\u4f86\u50cf\u662f\u5178\u578b\u7684\u666f\u6c23\u672b\u6bb5\u79d1\u6280\u4f48\u5c40\uff1a\u4fdd\u7559 AI \u66dd\u96aa\uff0c\u964d\u4f4e\u56e0\u5b50\u98a8\u96aa\u3002\u9019\u4e5f\u6e1b\u5c11\u4e86\u5728\u5e02\u5834\u90e8\u5206\u5c0d\u55ae\u4e00\u7522\u54c1\u7684\u4f9d\u8cf4\uff0c\u8a72\u8655\u5c0d\u9810\u671f\u6975\u70ba\u82db\u523b\u3002<\/p>\n

\u65b0\u7684 AI \u61f7\u7591\u4ea4\u6613<\/h3>\n

Thiel \u7684\u9000\u51fa\u767c\u751f\u5728 AI \u72c2\u71b1\u8207\u6301\u5009\u75b2\u4e4f\u76f8\u649e\u4e4b\u6642\u3002\u6839\u64da\u60c5\u7dd2\u8ffd\u8e64\u5668\uff0c\u6563\u6236\u53c3\u8207\u5df2\u964d\u6eab\uff0c\u56e0\u75c5\u6bd2\u5f0f\u8667\u640d\u8cbc\u6587\u8207\u9ad8\u52d5\u80fd\u6210\u9577\u4ea4\u6613\u7684\u66f4\u5ee3\u6cdb\u56de\u64a4\u5c0e\u81f4\u3002\u6558\u4e8b\u7684\u8f49\u8b8a\u5f88\u91cd\u8981\uff0c\u56e0\u70ba Nvidia \u7684\u5d1b\u8d77\u662f\u4e00\u500b\u6b63\u56de\u994b\u8ff4\u8def\u7684\u6848\u4f8b\uff1a\u7206\u8868\u7684\u76c8\u9918\u3001\u4e0a\u8abf\u6307\u5f15\u3001\u9078\u64c7\u6b0a\u6d3b\u52d5\u4ee5\u53ca\u6301\u7e8c\u7684\u5bb3\u6015\u932f\u904e\u5fc3\u7406\u3002\u7576\u908a\u969b\u8cb7\u65b9\u7336\u8c6b\u6642\uff0c\u6ce2\u52d5\u6027\u6703\u53d6\u4ee3\u672c\u80fd\u7684\u4e0a\u884c\u3002AI \u6295\u8cc7\u5faa\u74b0\u4ecd\u5728\u2014\u2014\u8d85\u5927\u898f\u6a21\u5ba2\u6236\u4ecd\u5728\u5927\u7b46\u6295\u5165\u2014\u2014\u4f46\u6295\u8cc7\u8005\u6b63\u5728\u91cd\u65b0\u8a55\u4f30\u7bc0\u594f\u8207\u56de\u672c\u671f\u3002\u554f\u984c\u4e0d\u5728\u65bc AI \u662f\u5426\u771f\u5be6\uff0c\u800c\u5728\u65bc\u5d4c\u5165\u4eca\u65e5\u50f9\u683c\u4e2d\u7684 2026 \u5e74\u6536\u76ca\u80fd\u5426\u6309\u6642\u5230\u4f86\u3002\u5728\u9019\u5834\u8faf\u8ad6\u4e2d\uff0c\u4e00\u4f4d\u6a19\u8a8c\u6027\u79d1\u6280\u6295\u8cc7\u8005\u7684\u65e9\u671f\u4e14\u516c\u958b\u5316\u7684\u9000\u51fa\uff0c\u5c0d\u5df2\u958b\u59cb\u7e2e\u6e1b\u66dd\u96aa\u7684\u57fa\u91d1\u800c\u8a00\uff0c\u6210\u4e86\u66f8\u7c64\uff0c\u82e5\u975e\u6642\u6a5f\u4fe1\u865f\u4ea6\u7136\u3002<\/p>\n

\u50f9\u683c\u8d70\u52e2\u9047\u4e0a\u6301\u5009\u98a8\u96aa<\/h3>\n

\u5118\u7ba1\u6709 Thiel \u9019\u5247\u982d\u689d\uff0cNVDA \u5728\u5348\u5f8c\u4ecd\u5c0f\u5e45\u8d70\u9ad8\uff0c\u63d0\u9192\u4eba\u5011\u908a\u969b\u50f9\u683c\u5236\u5b9a\u8005\u4ecd\u662f\u8207\u8cc7\u6599\u4e2d\u5fc3\u8cc7\u672c\u652f\u51fa\u53ca\u6a21\u578b\u8a13\u7df4\u9031\u671f\u76f8\u95dc\u7684\u6a5f\u69cb\u9700\u6c42\u3002\u4ea4\u6613\u54e1\u5728\u95dc\u6ce8\u9078\u64c7\u6b0a\u504f\u659c\uff0c\u4ea4\u6613\u5546\u7684\u5c0d\u6c96\u6d41\u52d5\u53ef\u6291\u5236\u6216\u653e\u5927\u50f9\u683c\u6ce2\u52d5\u3002\u55ae\u4e00 13F \u4e0d\u8db3\u4ee5\u7834\u58de\u4e00\u500b\u6295\u8cc7\u8ad6\u9ede\uff0c\u4f46\u5b83\u53ef\u4ee5\u5f4e\u66f2\u6558\u4e8b\u3002\u5982\u679c\u5176\u4ed6\u5927\u6236\u4e5f\u5728\u8f2a\u52d5\uff0c\u7279\u5225\u662f\u5728\u4f9b\u61c9\u3001\u51fa\u53e3\u6838\u51c6\u6216\u8a02\u55ae\u53ef\u898b\u6027\u51fa\u73fe\u4efb\u4f55\u7455\u75b5\u6642\uff0c\u8a72\u80a1\u7684\u52d5\u80fd\u53ef\u80fd\u5728\u908a\u7de3\u8655\u78e8\u640d\u3002Nvidia \u5728 AI \u52a0\u901f\u5668\u7684\u4e3b\u5c0e\u5730\u4f4d\u4ecd\u7136\u5b8c\u597d\uff0c\u4f46\u5e02\u5834\u5df2\u958b\u59cb\u8a55\u4f30\u4e0b\u4e00\u968e\u6bb5\uff1a\u5ba2\u6236\u6d88\u5316\u3001AMD \u8207\u5167\u88fd\u6676\u7247\u7684\u7af6\u722d\u53cd\u61c9\uff0c\u4ee5\u53ca\u96a8\u8457\u786c\u9ad4\u7d44\u5408\u6f14\u8b8a\u6642\u8edf\u9ad4\u8207\u670d\u52d9\u662f\u5426\u80fd\u7dad\u6301\u5229\u6f64\u7387\u3002<\/p>\n

\u89e3\u8b80\u5c0d Tesla \u7684\u6e1b\u78bc<\/h3>\n

Tesla \u6e1b\u6301 76% \u672c\u8eab\u5c31\u662f\u8a0a\u865f\u3002\u96fb\u52d5\u8eca\u9818\u5c0e\u8005\u56e0\u81ea\u52d5\u99d5\u99db\u671f\u671b\u3001\u80fd\u6e90\u5132\u5b58\u8207\u5229\u6f64\u7387\u56de\u5347\u6545\u4e8b\u800c\u4e0a\u6f32\uff0c\u4f46\u4ecd\u5c0d\u92b7\u91cf\u9700\u6c42\u3001\u5b9a\u50f9\u8207\u6295\u5165\u6210\u672c\u654f\u611f\u3002\u5982\u679c Thiel \u7684\u6295\u8cc7\u7d44\u5408\u53ef\u8996\u70ba\u6210\u9577\u5c0e\u5411\u57fa\u91d1\u5982\u4f55\u91cd\u65b0\u6821\u6e96\u98a8\u96aa\u7684\u4ee3\u7406\uff0cTesla \u53ef\u80fd\u593e\u5728\u5404\u7a2e\u6558\u4e8b\u4e4b\u9593\uff0c\u800c\u73fe\u91d1\u7522\u751f\u80fd\u529b\u66f4\u5f37\u7684\u65e2\u6709\u4f01\u696d\u5247\u5438\u7d0d\u8cc7\u91d1\u3002\u9019\u7a2e\u5f9e\u6c7d\u8eca\u4e2d\u6295\u6a5f\u6027 AI \u66dd\u96aa\u5411\u73fe\u5728\u5c31\u80fd\u8ca8\u5e63\u5316 AI \u7684\u65e2\u6709\u9f8d\u982d\u6d41\u52d5\uff0c\u8207\u52a0\u78bc Apple \u8207 Microsoft \u76f8\u4e00\u81f4\u3002\u5b83\u4e5f\u53cd\u6620\u4e86\u4e00\u500b\u8cc7\u672c\u5728\u9577\u671f\u591a\u91cd\u64f4\u5f35\u5b8c\u6210\u5927\u534a\u5de5\u4f5c\u5f8c\u8b8a\u5f97\u66f4\u70ba\u6311\u5254\u7684\u4e16\u754c\u3002<\/p>\n

\u4f30\u503c\u91cd\u529b\u56de\u6b78<\/h3>\n

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Nvidia \u652f\u6301\u8005\u7684\u8ad6\u9ede<\/h3>\n

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\u63a5\u4e0b\u4f86\u89c0\u5bdf NVDA \u8207 AI \u80a1\u7684\u91cd\u9ede<\/h3>\n

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Thiel \u7684\u5c0d\u6c96\u57fa\u91d1\u5728 AI \u71b1\u6f6e\u4e2d\u8ce3\u51fa Nvidia\uff0c\u8f49\u5411\u5927\u578b\u9f8d\u982d\u80a1\u4ee5\u5c0b\u6c42\u66f4\u4f73\u98a8\u96aa\u8abf\u6574\u5f8c\u5831\u916c\uff0c\u53cd\u6620\u5e02\u5834\u60c5\u7dd2\u52d5\u6416\u3001\u6295\u8cc7\u4eba\u91cd\u65b0\u8a55\u4f30 AI \u4f30\u503c\u8207\u6301\u5009\u98a8\u96aa\u3002<\/p>\n","protected":false},"author":48,"featured_media":587492,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426],"tags":[675,784],"class_list":["post-604195","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hant","tag--zh-hant","tag-784"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/604195","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/48"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=604195"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/604195\/revisions"}],"predecessor-version":[{"id":604224,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/604195\/revisions\/604224"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/587492"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=604195"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=604195"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=604195"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}