看不懂的SOL|Feb 25, 2026 14:19
It's not an exaggeration! In the past decade, it seems that Musk has been the driving force behind the mainstream technological directions of humanity, including electric vehicles, energy storage, autonomous driving, humanoid robots, star chains, brain computers, and rockets, all of which are currently the hottest concepts.
In recent years, both institutions and investors have been eyeing Musk's big move, and the more they look at it, the more interesting it becomes.
Let's take a look at what banner Musk has set:
1. Commercial aerospace. You may think that launching a rocket is far away from you, but SpaceX has already reduced the cost of sending a satellite into space from $100 million to $30 million. What is this concept? Previously, it was a national effort to accomplish great things, but now it has become a courier service. China is building its own star chain, with thousands of satellites waiting to be launched, all of which are business.
2. In the field of humanoid robots, I think it is really possible to usher in the iPhone era. Just like smartphones killing MP4 and cameras, robots will eventually enter the house. Tesla's Optimus may be priced at less than 140000 RMB, even cheaper than a cheap car. Do you know how many welders are currently lacking in Chinese factories? Million level. This demand is too rigid.
3. AI is not a matter of whether it is needed or not, it is a matter of whether it is affordable or not. Training a large model once consumes enough electricity to power 300 households for a year, it's like an electric tiger. But companies are willing to pay - AI employees don't take leave or complain, they work 24 hours a day, and this amount can be calculated.
4. Super high-speed rail sounds like science fiction, right? It takes 30 minutes from Beijing to Shanghai, and if it's really done, even the aviation and high-speed railways will have to shake three times. Now magnetic levitation and vacuum pipelines have been validated, although far away, they have truly become disruptive.
5. New energy has transformed from a subsidized industry to a profitable industry. Photovoltaic power generation is cheaper than coal-fired power, this is not environmental protection, this is economic accounting. With the addition of a 40% reduction in energy storage costs, power grid renovation, and new perovskite technologies, there is meat to eat in every aspect.
6. Supercomputing power is the oil of the AI era. Without computing power, AI is just a pile of code. The global demand for computing power is doubling every year, and liquid cooling systems, domestic GPUs, and computing power leasing are all real increments.
7. Brain computer interfaces may be the most disruptive. Helping paralyzed patients stand up is just the beginning, the ultimate goal is to enhance human intelligence. Neuralink's monkeys can now play games with their minds, and human experiments will be conducted by 2025. Don't expect to make money in the short term, but it has become the next stop in human evolution.
What do you think of the profits of those who bet on these tracks from November last year to now?
I calculated that if 100000 yuan is invested in these eight directions, it will become 133400 yuan in one year, an increase of more than 33%. Compared to the bank's fixed deposit of 2% and the overall market of 8%, this profit can indeed be boosted.
Of course, some brothers may say: Musk is not a god, why invest with him? I pondered that he was not predicting the future, but creating it himself.
Every track he chose has hit the three trends of technological breakthroughs, policy support, and market demand.
To put it simply, investing with Musk is investing in the future of humanity.
Do you believe that humans are going to space?
Do you believe that robots need to be popularized?
Do you believe that AI will change everything?
If you believe me, these tracks are worth paying attention to.
The real opportunity always belongs to those ordinary people who can understand the trend and dare to end it.
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