---
title: "🔥🎯The wealth code hidden in \"Musk's Shareholder Meeting\": The real main line is here"
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/36171717.md"
description: "1️⃣ Autonomous Driving (FSD → Robotaxi: The Operating System of the Real World) $Tesla(TSLA.US) —— The core of Robotaxi, AI fleet operating system $Mobileye Global(MBLY.US) —— Global leader in ADAS, providing algorithms and perception systems $ON Semiconductor(ON.US) —— Core components for autonomous driving (CIS + power semiconductors) $NVIDIA(NVDA.US) —— The underlying computing power for training autonomous driving and multimodal FSD models The essence of autonomous driving is shifting from &#34;selling cars&#34; to &#34;computing power and software revenue.&#34; Musk believes this part of the value far exceeds the entire vehicle business..."
datetime: "2025-11-08T23:16:59.000Z"
locales:
  - [en](https://longbridge.com/en/topics/36171717.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/36171717.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/36171717.md)
author: "[辰逸](https://longbridge.com/zh-CN/profiles/16318663.md)"
---

> 支持的语言: [English](https://longbridge.com/en/topics/36171717.md) | [繁體中文](https://longbridge.com/zh-HK/topics/36171717.md)


# 🔥🎯The wealth code hidden in "Musk's Shareholder Meeting": The real main line is here

1️⃣ Autonomous Driving (FSD → Robotaxi: The Operating System of the Real World)  
$Tesla(TSLA.US) — The core of Robotaxi, AI fleet operating system  
$Mobileye Global(MBLY.US) — Global ADAS leader, providing algorithms and perception systems  
$ON Semiconductor(ON.US) — Core components for autonomous driving (CIS + power semiconductors)  
$NVIDIA(NVDA.US) — The underlying computing power for training autonomous driving and multimodal FSD models  
The essence of autonomous driving is shifting from "selling cars" to "computing power and software revenue." Musk believes this segment far exceeds the value of the entire vehicle business. Future growth areas focus on vision algorithms, onboard computing power, automotive AI chips, and more.

2️⃣ Humanoid Robots (Optimus: The "Labor Layer" of AI)  
$Irobot(IRBT.US) — Pioneer in consumer-grade robots, with mature patents and supply chains  
$Intuitive Surgical(ISRG.US) — Absolute leader in medical robots (high-precision actuators)  
$NVIDIA(NVDA.US) / $AMD(AMD.US) — The underlying computing power for robot control and perception models  
$Caterpillar(CAT.US) / $Deere(DE.US) — Biggest beneficiaries in industrial autonomous equipment (heavy-duty robots)  
Musk emphasizes: Optimus’s long-term value will surpass all Tesla vehicles. The robotics supply chain includes actuators, sensors, AI control chips, and industrial automation equipment. As AI enters the physical world, labor dynamics will be completely reshaped.

3️⃣ Energy Storage & Power Grid (AI’s Energy Ceiling + Robotaxi Foundation)  
$Fluence Energy(FLNC.US) — The purest global leader in energy storage systems, comparable to Megapack  
$Nextera Energy(NEE.US) — The largest U.S. renewable energy operator  
$Albemarle(ALB.US) — Global lithium mining leader, the backbone of the battery supply chain  
$Enphase Energy(ENPH.US) — Leader in distributed energy and microinverters for storage  
Musk bluntly stated: "Energy is the ceiling for AI." The Megapack model is being replicated globally, making energy storage and clean energy the most certain growth areas in AI infrastructure.

4️⃣ AI Infrastructure (Computing × Storage × Optical Interconnect)  
$NVIDIA(NVDA.US) — The scarcest asset in global AI training and inference  
$Taiwan Semiconductor(TSM.US) — The only large-scale foundry platform for GPU/AI chips  
$Broadcom(AVGO.US) — Absolute leader in data center interconnects and optical modules  
$Micron Tech(MU.US) — The biggest beneficiary of HBM and high-end DRAM  
FSD, Optimus, and factory automation all rely on ultra-high-density computing power. Computing power is the "oil" of real-world AI.

Conclusion:  
The core formula from Musk’s shareholder meeting = Autonomous Driving × Robotics × Energy Storage × Computing Power.  
The clearest U.S. stock themes:  
TSLA / NVDA / MBLY / ON / IRBT / ISRG / FLNC / NEE / AVGO / MU.  
These ten companies form the foundation of AI’s real-world economy for the next decade.

Which of these four themes would you prioritize investing in?

### 相关股票

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- [Intuitive Surgical (ISRG.US)](https://longbridge.com/zh-CN/quote/ISRG.US.md)
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- [Broadcom (AVGO.US)](https://longbridge.com/zh-CN/quote/AVGO.US.md)
- [Taiwan Semiconductor (TSM.US)](https://longbridge.com/zh-CN/quote/TSM.US.md)
- [AT & T (T.US)](https://longbridge.com/zh-CN/quote/T.US.md)
- [GraniteShares 2x Short TSLA Daily ETF (TSDD.US)](https://longbridge.com/zh-CN/quote/TSDD.US.md)
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- [GraniteShares 2x Long TSLA Daily ETF (TSLR.US)](https://longbridge.com/zh-CN/quote/TSLR.US.md)
- [Caterpillar (CAT.US)](https://longbridge.com/zh-CN/quote/CAT.US.md)
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- [Micron Tech (MU.US)](https://longbridge.com/zh-CN/quote/MU.US.md)
- [NVIDIA (NVDA.US)](https://longbridge.com/zh-CN/quote/NVDA.US.md)
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- [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/zh-CN/quote/NVDL.US.md)
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- [AT&T INC 5.000% DEP SHS REP 1/1000 PERP PFD SER A (T-A.US)](https://longbridge.com/zh-CN/quote/T-A.US.md)
- [AT&T INC DEP SHS EACH REP 1/1000TH PERP PFD SER C (T-C.US)](https://longbridge.com/zh-CN/quote/T-C.US.md)
- [ALBEMARLE CORP 7.25% DEP SHS REP 1/20TH SER A (ALB-A.US)](https://longbridge.com/zh-CN/quote/ALB-A.US.md)
- [Mobileye Global (MBLY.US)](https://longbridge.com/zh-CN/quote/MBLY.US.md)
- [ON Semiconductor (ON.US)](https://longbridge.com/zh-CN/quote/ON.US.md)
- [Fluence Energy (FLNC.US)](https://longbridge.com/zh-CN/quote/FLNC.US.md)
- [Nextera Energy (NEE.US)](https://longbridge.com/zh-CN/quote/NEE.US.md)

## 评论 (1)

- **泊粥粥 · 2025-11-12T16:35:00.000Z**: This technology is quite advanced and good, but is it really good to compete with the people for profits?
