{"id":479825,"date":"2023-12-05T00:04:47","date_gmt":"2023-12-05T08:04:47","guid":{"rendered":"https:\/\/nai500.com\/?p=479825"},"modified":"2023-12-05T00:09:53","modified_gmt":"2023-12-05T08:09:53","slug":"%e5%b9%b4%e7%bb%88-%e7%9b%98%e7%82%b9-2023%e5%b9%b4-%e6%8a%95%e8%b5%84-%e5%9b%9e%e6%8a%a5%e7%8e%87-%e6%9c%80%e9%ab%98-%e4%ba%94%e5%8f%aa-%e7%be%8e%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/12\/%e5%b9%b4%e7%bb%88-%e7%9b%98%e7%82%b9-2023%e5%b9%b4-%e6%8a%95%e8%b5%84-%e5%9b%9e%e6%8a%a5%e7%8e%87-%e6%9c%80%e9%ab%98-%e4%ba%94%e5%8f%aa-%e7%be%8e%e8%82%a1\/","title":{"rendered":"\u7f8e\u80a1\u5e74\u7ec8\u76d8\u70b9\u4e4b2023\u5e74\u6295\u8d44\u56de\u62a5\u7387\u6700\u9ad8\u7684\u4e94\u53ea\u80a1\u7968"},"content":{"rendered":"<p>2023\u5e74\u7684\u7f8e\u80a1\u5e02\u573a\u4f9d\u7136\u662f\u51e0\u5bb6\u6b22\u559c\u51e0\u5bb6\u6101\uff0c\u6bd4\u5982\uff0c\u79d1\u6280\u80a1\u5377\u571f\u91cd\u6765\u5e26\u52a8\u5e94\u7528\u7a0b\u5e8f\u5f00\u53d1\u516c\u53f8AppLovin Corporation (APP)\u6210\u4e3a\u672c\u5e74\u5ea6\u8868\u73b0\u6700\u4f73\u7684\u80a1\u7968\uff0c\u800c\u80bf\u7624\u6cbb\u7597\u8bbe\u5907\u5236\u9020\u5546NovoCure Limited (NVCR)\u5219\u56e0\u4e00\u9879\u91cd\u8981\u7684\u5375\u5de2\u764c\u764c\u75c7\u6cbb\u7597\u4e34\u5e8a\u8bd5\u9a8c\u51fa\u73b0\u95ee\u9898\u800c\u6210\u4e3a\u672c\u5e74\u5ea6\u8868\u73b0\u6700\u5dee\u7684\u80a1\u7968\u3002<\/p>\n<p>\u603b\u4f53\u4e0a\uff0c\u4eca\u5e74\u8868\u73b0\u6700\u597d\u7684\u4e94\u53ea\u80a1\u7968\u4e2d\u6709\u56db\u53ea\u6765\u81ea\u79d1\u6280\u677f\u5757\uff0c\u56e0\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u7684\u5e7f\u6cdb\u5e94\u7528\u4ee5\u53ca\u5bf9\u7f8e\u8054\u50a8\u5373\u5c06\u7ed3\u675f\u5bf9\u6297\u901a\u80c0\u7684\u52a0\u606f\u5468\u671f\u7684\u5e0c\u671b\u800c\u83b7\u5f97\u4e86\u975e\u51e1\u7684\u53d1\u5c55\u52bf\u5934\u3002\u79d1\u6280\u80a1\u5bf9\u5229\u7387\u6ce2\u52a8\u5c24\u4e3a\u654f\u611f\uff0c\u56e0\u4e3a\u8be5\u884c\u4e1a\u5927\u591a\u4f9d\u8d56\u501f\u8d37\u6765\u8fdb\u884c\u521b\u65b0\u548c\u5bfb\u6c42\u589e\u957f\u673a\u4f1a\u3002\u800c\u4ece\u8868\u73b0\u57ab\u5e95\u7684\u80a1\u7968\u6765\u770b\uff0c\u5728\u77ac\u606f\u4e07\u53d8\u7684\u7ecf\u6d4e\u73af\u5883\u4e2d\uff0c\u4e0a\u5e02\u516c\u53f8\u5f88\u5bb9\u6613\u53d7\u5230\u5404\u79cd\u538b\u529b\u7684\u5f71\u54cd\u3002\u4ee5\u4e0b\u662f\u622a\u81f32023\u5e7412\u67081\u65e5\u6536\u76d8\u65f6\uff0c\u4eca\u5e74\u5e74\u521d\u4ee5\u6765\u603b\u56de\u62a5\u7387\u6700\u9ad8\u7684\u4e94\u53ea\u7f57\u7d201000\u6307\u6570\u6210\u5206\u80a1\uff0c\u7f57\u7d201000\u6307\u6570\u5728\u6b64\u671f\u95f4\u4e0a\u6da8\u4e8616%\u3002<\/p>\n<h2><strong><b>2023\u5e74\u8868\u73b0\u6700\u597d\u7684\u4e94\u53ea\u80a1\u7968<\/b><\/strong><\/h2>\n<p><strong><b>1. AppLovin Corporation (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=APP\">APP<\/a>)<\/b><\/strong><\/p>\n<ul>\n<li>\u5e74\u521d\u8fc4\u4eca\u7684\u603b\u56de\u62a5\u7387\uff1a258.1%<\/li>\n<li>\u677f\u5757\uff1a\u79d1\u6280\u677f\u5757<\/li>\n<li>\u5e02\u503c\uff1a125.6\u4ebf\u7f8e\u5143<\/li>\n<\/ul>\n<p>AppLovin\u7684\u6838\u5fc3\u4e1a\u52a1\u662f\u4e3a\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\u5f00\u53d1\u5546\u63d0\u4f9b\u4e00\u4e2a\u8425\u9500\u548c\u53d1\u5c55\u5176\u5e94\u7528\u7a0b\u5e8f\u7684\u5e73\u53f0\uff0c\u63d0\u4f9b\u7684\u670d\u52a1\u5305\u62ec\u5e94\u7528\u5206\u6790\u5de5\u5177\u3001\u7528\u6237\u83b7\u53d6\u5de5\u5177\u4ee5\u53ca\u901a\u8fc7\u5e94\u7528\u5185\u5e7f\u544a\u652f\u6301\u5e94\u7528\u7684\u65b9\u6cd5\u3002\u8fd9\u5bb6\u603b\u90e8\u4f4d\u4e8e\u5e15\u6d1b\u963f\u5c14\u6258\u7684\u516c\u53f8\u5728\u7b2c\u4e8c\u5b63\u5ea6\u7684\u76c8\u5229\u8fdc\u9ad8\u4e8e\u6b64\u524d\u7684\u9884\u6d4b\uff0c\u5e76\u6210\u529f\u63a8\u51fa\u4e86\u57fa\u4e8e\u4eba\u5de5\u667a\u80fd\u7684\u5e7f\u544a\u5f15\u64ceAXON 2.0\u4e4b\u540e\uff0c\u80a1\u4ef7\u57288\u6708\u521d\u98d9\u5347\u4e8625%\u4ee5\u4e0a\u3002\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u4e2d\uff0c\u8be5\u516c\u53f8\u7684\u6536\u5165\u548c\u5229\u6da6\u5206\u522b\u589e\u957f\u4e8621%\u548c63%\u3002<\/p>\n<p><strong><b>2. NVIDIA Corporation (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=NVDA\">NVDA<\/a>)<\/b><\/strong><\/p>\n<ul>\n<li>\u5e74\u521d\u8fc4\u4eca\u7684\u603b\u56de\u62a5\u7387\uff1a227.57%<\/li>\n<li>\u677f\u5757\uff1a\u7535\u5b50\u6280\u672f<\/li>\n<li>\u5e02\u503c\uff1a1.117\u4e07\u4ebf<\/li>\n<\/ul>\n<p>\u82f1\u4f1f\u8fbe\u73b0\u5728\u662f\u4eba\u5de5\u667a\u80fd\u9886\u57df\u7684\u5de8\u65e0\u9738\u3002\u8be5\u516c\u53f8\u9500\u552e\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u8f6f\u4ef6\u548c\u4e91\u6e38\u620f\u670d\u52a1\uff0c\u8fd9\u4e24\u4e2a\u6280\u672f\u9886\u57df\u57282023\u5e74\u5f97\u5230\u4e86\u5e7f\u6cdb\u5e94\u7528\u3002\u8be5\u516c\u53f8\u4e3a\u6e38\u620f\u3001\u6570\u636e\u79d1\u5b66\u3001\u79fb\u52a8\u548c\u6c7d\u8f66\u5e02\u573a\u8bbe\u8ba1\u548c\u5236\u9020\u4e13\u7528\u82af\u7247\u3002\u5728\u8fd9\u5bb6\u4eba\u5de5\u667a\u80fd\u82af\u7247\u4f9b\u5e94\u5546\u53d1\u5e03\u4e86\u8fdc\u8d85\u534e\u5c14\u8857\u9884\u671f\u7684\u8d22\u62a5\u540e\uff0c\u82f1\u4f1f\u8fbe\u80a1\u4ef7\u57285\u6708\u5e95\u5927\u6da8\u8fd125%\u30022024\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u4e3a1.09\u7f8e\u5143\uff0c\u8d85\u8fc7\u9884\u671f\u7684\u6bcf\u80a192\u7f8e\u5206\uff0c\u6536\u5165\u4e3a71.9\u4ebf\u7f8e\u5143\uff0c\u8d85\u8fc7\u9884\u671f\u768465.2\u4ebf\u7f8e\u5143\u3002<\/p>\n<p><strong><b>3. DraftKings Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=DKNG\">DKNG<\/a>)<\/b><\/strong><\/p>\n<ul>\n<li>\u5e74\u521d\u8fc4\u4eca\u7684\u603b\u56de\u62a5\u7387\uff1a254.74%<\/li>\n<li>\u677f\u5757\uff1a\u6d88\u8d39\u8005\u670d\u52a1<\/li>\n<li>\u5e02\u503c\uff1a171.2\u4ebf\u7f8e\u5143<\/li>\n<\/ul>\n<p>\u8be5\u516c\u53f8\u5728\u7f8e\u56fd\u591a\u4e2a\u5dde\u548c\u5168\u7403\u5404\u5730\u63d0\u4f9b\u5728\u7ebf\u4f53\u80b2\u535a\u5f69\u3001\u8d4c\u573a\u3001\u68a6\u5e7b\u4f53\u80b2\u548c\u6570\u5b57\u6536\u85cf\u4ea7\u54c1\u3002DraftKing\u7684\u80a1\u4ef7\u572811\u6708\u521b\u4e0b52\u5468\u4ee5\u6765\u7684\u65b0\u9ad8\uff0c\u6b64\u524d\uff0c\u8be5\u516c\u53f8\u516c\u5e03\u7b2c\u4e09\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f57%\uff0c\u4e3b\u8981\u5f97\u76ca\u4e8e\u5065\u5eb7\u7684\u5ba2\u6237\u4f7f\u7528\u7387\u3001\u65b0\u5ba2\u6237\u7684\u83b7\u5f97\u4ee5\u53ca\u4f53\u80b2\u535a\u5f69\u4ea7\u54c1\u5728\u65b0\u8f96\u533a\u7684\u6269\u5f20\u3002\u6700\u8fd1\u51e0\u4e2a\u6708\uff0cSportsbook\u5df2\u5728\u80af\u5854\u57fa\u5dde\u548c\u7f05\u56e0\u5dde\u63a8\u51fa\u3002<\/p>\n<p><strong><b>4. Vertiv Holdings Co (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=VRT\">VRT<\/a>)<\/b><\/strong><\/p>\n<ul>\n<li>\u5e74\u521d\u8fc4\u4eca\u7684\u603b\u56de\u62a5\u7387\uff1a234.57%<\/li>\n<li>\u677f\u5757\uff1a\u7535\u5b50\u6280\u672f<\/li>\n<li>\u5e02\u503c\uff1a173.3\u4ebf\u7f8e\u5143<\/li>\n<\/ul>\n<p>Vertiv Holdings\u9500\u552e\u7528\u4e8e\u6570\u636e\u4e2d\u5fc3\u3001\u901a\u4fe1\u7f51\u7edc\u4ee5\u53ca\u5546\u4e1a\u548c\u5de5\u4e1a\u8bbe\u65bd\u7684\u786c\u4ef6\u3001\u8f6f\u4ef6\u3001\u5206\u6790\u548c\u6301\u7eed\u670d\u52a1\u3002\u5176\u4e2d\u5305\u62ec\u7535\u529b\u3001\u5236\u51b7\u548cIT\u57fa\u7840\u8bbe\u65bd\u4ea7\u54c1\u3002\u8be5\u516c\u53f8\u5728\u5168\u7403\u5f00\u5c55\u4e1a\u52a1\uff0c\u5176\u90e8\u5206\u54c1\u724c\u5305\u62ecLiebert\u3001NetSure\u3001Avocent\u548cGeist\u30028\u6708\u521d\uff0cVertiv\u516c\u5e03\u7b2c\u4e8c\u5b63\u5ea6\u9500\u552e\u989d\u589e\u957f24%\uff0c\u5e76\u5c062023\u5e74\u51c0\u9500\u552e\u989d\u9884\u671f\u63d0\u9ad8\u4e862.85\u4ebf\u7f8e\u5143\uff0c\u8be5\u516c\u53f8\u80a1\u4ef7\u56e0\u6b64\u5927\u6da8\u8fd130%\u3002\u8fd9\u4e00\u5229\u597d\u6d88\u606f\u5f97\u76ca\u4e8e\u66f4\u6709\u5229\u7684\u4ef7\u683c\u3001\u66f4\u9ad8\u7684\u9500\u91cf\u4ee5\u53ca\u4f9b\u5e94\u94fe\u7684\u6539\u5584\u3002<\/p>\n<p><strong><b>5. Palantir Technologies Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=PLTR\">PLTR<\/a>)<\/b><\/strong><\/p>\n<ul>\n<li>\u5e74\u521d\u8fc4\u4eca\u7684\u603b\u56de\u62a5\u7387\uff1a218.31%<\/li>\n<li>\u677f\u5757\uff1a\u6280\u672f\u670d\u52a1<\/li>\n<li>\u5e02\u503c\uff1a398.2\u4ebf\u7f8e\u5143<\/li>\n<\/ul>\n<p>\u8fd9\u5bb6\u603b\u90e8\u4f4d\u4e8e\u4e39\u4f5b\u7684\u516c\u53f8\u4e13\u95e8\u4e3a\u5404\u884c\u5404\u4e1a\u63d0\u4f9b\u5927\u6570\u636e\u5206\u6790\u670d\u52a1\u3002\u7528\u6237\u901a\u8fc7\u5176\u4e3b\u8981\u8f6f\u4ef6\u5e73\u53f0Palantir Foundry\u548cPalantir Apollo\u8fdb\u884c\u6570\u636e\u5206\u6790\u5e76\u865a\u62df\u90e8\u7f72\u8f6f\u4ef6\u3002\u572810\u6708\u5e95\u77ed\u6682\u56de\u8c03\u81f350\u5929\u7b80\u5355\u79fb\u52a8\u5e73\u5747\u7ebf\uff08SMA\uff09\u4e0b\u65b9\u540e\uff0c\u8be5\u516c\u53f8\u80a1\u4ef7\u572811\u6708\u521d\u91cd\u62fe\u5347\u52bf\uff0c\u6b64\u524d\u8be5\u516c\u53f8\u516c\u5e03\u4e86\u597d\u4e8e\u9884\u671f\u7684\u7b2c\u4e09\u5b63\u5ea6\u8d22\u62a5\uff1a\u8425\u6536\u540c\u6bd4\u589e\u957f\u4e8617%\uff0c\u8fbe\u52305.58\u4ebf\u7f8e\u5143\uff1b\u7531\u4e8e\u5bf9\u5176\u4eba\u5de5\u667a\u80fd\u96c6\u6210\u8f6f\u4ef6\u7684\u9700\u6c42\u5f3a\u52b2\uff0c\u8be5\u516c\u53f8\u7684\u5ba2\u6237\u6570\u91cf\u4e0a\u4e00\u5b63\u5ea6\u540c\u6bd4\u589e\u957f34%\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>2023\u5e74\u7684\u7f8e\u80a1\u5e02\u573a\u4f9d\u7136\u662f\u51e0\u5bb6\u6b22\u559c\u51e0\u5bb6\u6101\uff0c\u6bd4\u5982\uff0c\u79d1\u6280\u80a1\u5377\u571f\u91cd\u6765\u5e26\u52a8\u5e94\u7528\u7a0b\u5e8f\u5f00\u53d1\u516c\u53f8AppLovin Corpo [&hellip;]<\/p>\n","protected":false},"author":31,"featured_media":395999,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[427,1521],"tags":[2155,668,558,1997],"class_list":["post-479825","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hans","category-1521","tag-2155","tag-668","tag-558","tag-1997","sectors-1602","sectors-technology-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/479825","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=479825"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/479825\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/395999"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=479825"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=479825"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=479825"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}