--- title: "忘记 “壮丽七人组”：凯西·伍德表示应该购买这家人工智能股票" description: "凯西·伍德建议投资者考虑专注于颠覆性创新的小型股票，而不是 “七巨头” 科技巨头。虽然伍德对特斯拉持乐观态度，但她认为其他六只股票已经变得过于拥挤。然而，这些股票具有强劲的利润率和稳健的增长。另一方面，特斯拉在电动汽车市场面临阻力。投资者最好选择 “七巨头” 而非特斯拉" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/203439536.md" published_at: "2024-05-05T10:16:14.000Z" --- # 忘记 “壮丽七人组”：凯西·伍德表示应该购买这家人工智能股票 > 凯西·伍德建议投资者考虑专注于颠覆性创新的小型股票，而不是 “七巨头” 科技巨头。虽然伍德对特斯拉持乐观态度，但她认为其他六只股票已经变得过于拥挤。然而，这些股票具有强劲的利润率和稳健的增长。另一方面，特斯拉在电动汽车市场面临阻力。投资者最好选择 “七巨头” 而非特斯拉 Cathie Wood is one of the most famous investors working today. Her Ark Invest funds have attracted a lot of attention for their bold and sometimes prescient calls, futuristic positioning, and willingness to share their thinking in a way that few funds are willing to do. In 2018, Wood famously said **Tesla** (TSLA 0.66%) would jump to a pre-split share price of $4,000, a gain of more than 1,000%, but she was proved right just a few years later, after Tesla shares exploded in 2020, when the company turned profitable. These days, Wood is less bullish on the group of big tech growth stocks known as the "Magnificent Seven," which includes **Microsoft**, **Apple**, **Nvidia**, **Alphabet**, **Amazon**, **Meta Platforms**, and Tesla, though the electric-vehicle maker is now significantly smaller than its peers. In a recent thread on X, Wood said the Magnificent Seven trade has gotten too crowded, though she excluded Tesla from that grouping, referring to the remaining stocks as the "Mag 6." Citing a Morningstar report, Wood said that exposure to the Mag 6 among active large-cap growth managers in the U.S. is now 45% and believed smaller stocks will outperform, especially those focused on disruptive innovation. In particular, Wood once again expressed bullishness about Tesla. Image source: Getty Images. ## Is Cathie Wood right about the Magnificent Seven and Tesla? Wood makes a good point about investor concentration in the Magnificent Seven, or the Magnificent Six if you exclude Tesla. In part because of the Magnificent Seven's nickname, those stocks have attracted a surge in investor interest, especially as all seven of those stocks soared last year. The stock market is unusually concentrated in the top stocks like the Magnificent Seven right now, but that's arguably more a reflection of the relative strength of these stocks, and the potential growth from generative AI. Meanwhile, small-cap stocks, as represented by the **Russell 2000**, have underperformed in part because of pressure from higher interest rates. Small-cap stocks tend to be more sensitive to interest rates, as they're less likely to be profitable, more reliant on debt, and more at risk of going bankrupt. However, there's more to the Magnificent Seven stocks than just trendiness. All of these stocks, except for Tesla, are producing growing profits, and they all are making significant investments in generative AI, the technology that many top CEOs and investors believe could be as disruptive as the internet. Wood continues to believe that Tesla is a buy because of its robotaxi strategy, but that's mostly conjecture at this point. Tesla hasn't reached Level 5 under its full self-driving program, and it's unclear when it will win approval from regulators. Tesla has announced a robotaxi day on Aug. 8, when it could present new information on the autonomous ridesharing program, but the company is also notorious for delaying new products and innovations. ## Is Tesla a better buy than the Magnificent Seven? At this point, Tesla looks like the riskiest stock in the Magnificent Seven, and there's a reason it's one of the worst performers on the **S&P 500** this year. Revenue and profit are falling amid a broader slowdown in electric vehicles. Tesla still trades at a sharp premium to traditional auto-stock peers, a sign that investors are still pricing in the robotaxi and other innovations like the autonomous robot, Optimus. On the other hand, while the Magnificent Seven stocks look expensive, they deserve to trade at a premium. All are generating strong profit margins and solid top-line growth, with the possible exception of Apple. Of the four Magnificent Seven stocks that have reported earnings this quarter other than Tesla, only Meta Platforms has fallen on its report, and that was in spite of strong results. Instead, investors balked at its plans to increase its spending on AI. Meanwhile, Microsoft, Amazon, and Alphabet all rose in their earnings reports, indicating more room for upside in these stocks. While Wood's argument is intriguing, Tesla still faces significant headwinds from the challenges in the EV market, while the rest of the Magnificent Seven stocks are executing well. Faced with a choice between the Magnificent Seven or Tesla, investors are better off going with the Mag 7 here. ### Related Stocks - [TSLA.US - 特斯拉](https://longbridge.com/zh-CN/quote/TSLA.US.md) - [SARK.US - 2 倍做空 Innovation ETF - Tradr](https://longbridge.com/zh-CN/quote/SARK.US.md) - [ARKX.US - ARK Space Exploration & Innovation ETF](https://longbridge.com/zh-CN/quote/ARKX.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 分析 - 馬斯克推動 SpaceX，貝索斯推進 Blue Origin，美國億萬富翁與中國競賽登月 | 美國億萬富翁埃隆·馬斯克和傑夫·貝索斯在太空競賽中的競爭正在加劇，兩人都希望在中國計劃於 2030 年進行的月球任務之前將人類送回月球。馬斯克的 SpaceX 專注於建立月球基地，並計劃進行 1 萬億美元的首次公開募股，而貝索斯的藍色起源則 | [Link](https://longbridge.com/zh-CN/news/275888738.md) | | 羅伯特·賴克表示，特斯拉沒有支付聯邦所得税，而埃隆·馬斯克的收入可能比美國所有教師的總和多 30 億美元——‘你看出問題了嗎？’ | 特斯拉報告稱在 2025 年沒有支付聯邦所得税，儘管其税前收入達到 57 億美元。前勞動部長羅伯特·賴希強調了這一點，並指出埃隆·馬斯克的潛在收入比所有美國小學教師的總和還要多出 30 億美元。批評者認為這反映了盈利豐厚的公司如何合法地減少 | [Link](https://longbridge.com/zh-CN/news/276133290.md) | | 特斯拉車主稱全自動駕駛（FSD）試圖駛入湖中，並表示該問題 “可重複出現” | 一位特斯拉車主報告稱，全自動駕駛（FSD）系統試圖將他的車開入湖中，這引發了人們對其能力的擔憂。Daniel Milligan 在社交媒體上分享了顯示該事件的視頻，他聲稱這一情況是可重複的。這引發了質疑，因為美國國家公路交通安全管理局（NH | [Link](https://longbridge.com/zh-CN/news/276108604.md) | | 特斯拉在解決自動駕駛問題之前，已經下線了首款無方向盤的 Cybercab 車型 | 特斯拉宣佈在德克薩斯州超級工廠生產首個無方向盤的 Cybercab 單元。這款車輛完全依賴於自動駕駛軟件，特斯拉承認該軟件尚未完全開發。此公告是在一份報告發布後作出的，該報告指出特斯拉的 Robotaxi 項目面臨重大挑戰，包括事故率幾乎是 | [Link](https://longbridge.com/zh-CN/news/276159670.md) | | 特斯拉 “機器人出租車” 狀態檢查：經過 8 個月，僅有 19% 的可用性，馬斯克的所有承諾都未兑現 | 特斯拉的 “機器人出租車” 服務在八個月前在奧斯汀推出，但未能達到預期。埃隆·馬斯克承諾到 2025 年提供 500 輛汽車和全面覆蓋，但目前僅有 42 輛汽車在運營，且可用率不足 20%。該服務的事故率是人類駕駛員的九倍，而預期的無人駕駛 | [Link](https://longbridge.com/zh-CN/news/276063972.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。