{"id":490616,"date":"2024-03-11T21:48:20","date_gmt":"2024-03-12T04:48:20","guid":{"rendered":"https:\/\/nai500.com\/?p=490616"},"modified":"2024-03-11T21:48:20","modified_gmt":"2024-03-12T04:48:20","slug":"%e5%88%86%e6%9e%90%e5%b8%88%e8%8b%b1%e4%bc%9f%e8%be%be%e8%82%a1%e7%a5%a8%e6%8a%9b%e5%94%ae%e5%92%8c%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e6%b3%a1%e6%b2%ab%e6%b2%a1%e6%9c%89%e5%bf%85%e7%84%b6%e8%81%94","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/03\/%e5%88%86%e6%9e%90%e5%b8%88%e8%8b%b1%e4%bc%9f%e8%be%be%e8%82%a1%e7%a5%a8%e6%8a%9b%e5%94%ae%e5%92%8c%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e6%b3%a1%e6%b2%ab%e6%b2%a1%e6%9c%89%e5%bf%85%e7%84%b6%e8%81%94\/","title":{"rendered":"\u5206\u6790\u5e08\uff1a\u82f1\u4f1f\u8fbe\u80a1\u7968\u629b\u552e\u548c\u4eba\u5de5\u667a\u80fd\u6ce1\u6cab\u6ca1\u6709\u5fc5\u7136\u8054\u7cfb"},"content":{"rendered":"<p>Wedbush Securities\u5206\u6790\u5e08Dan Ives\u8868\u793a\uff0c<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=NVDA\">\u82f1\u4f1f\u8fbe\uff08NVDA\uff09<\/a>\u80a1\u7968\u5468\u4e94\uff08\u5f53\u5730\u65f6\u95f43\u67088\u65e5\uff09\u7684\u629b\u552e\u5e76\u4e0d\u8868\u660e\u4eba\u5de5\u667a\u80fd\u80a1\u7968\u51fa\u73b0\u6ce1\u6cab\uff0c\u800c\u662f\u534e\u5c14\u8857\u4f4e\u4f30\u4eba\u5de5\u667a\u80fd\u529b\u91cf\u7684\u6d88\u5316\u671f\u7684\u4e00\u90e8\u5206\u3002<\/p>\n<p>Ives\u5728\u4e00\u4efd\u7814\u7a76\u62a5\u544a\u4e2d\u5199\u9053\uff1a\u201c\u8ba9\u6211\u4eec\u660e\u786e\u4e00\u70b9\uff0c\u6211\u4eec\u4ece\u4e0a\u4e16\u7eaa90\u5e74\u4ee3\u672b\u5c31\u5f00\u59cb\u5728\u534e\u5c14\u8857\u7814\u7a76\u79d1\u6280\u80a1\uff0c\u8fd9\u4e0d\u662f\u6ce1\u6cab\uff0c\u800c\u662f\u7b2c\u56db\u6b21\u5de5\u4e1a\u9769\u547d\u5373\u5c06\u5230\u6765\u7684\u5f00\u59cb\uff0c\u5b83\u5c06\u5728\u8f6f\u4ef6\/\u7528\u4f8b\u9636\u6bb5\u7684\u63a8\u52a8\u4e0b\u5bf9\u79d1\u6280\u884c\u4e1a\u7684\u589e\u957f\u4ea7\u751f\u91cd\u5927\u5f71\u54cd\u3002\u79d1\u6280\u80a1\u4e0d\u4f1a\u76f4\u7ebf\u4e0a\u5347\uff0c\u800c\u662f\u4f1a\u7ecf\u5386\u6d88\u5316\u671f\uff0c\u4f9b\u5e94\u94fe\u548cIT\u652f\u51fa\u9886\u57df\u4f1a\u51fa\u73b0\u66f4\u591a\u7684\u6570\u636e\u70b9\uff0c\u8fd9\u662f\u4e00\u4e2a\u5065\u5eb7\u7684\u8fc7\u7a0b\u3002\u201d<\/p>\n<p>\u4e0a\u5468\u4e94\uff0c\u82f1\u4f1f\u8fbe\u80a1\u4ef7\u5728\u4ee55%\u7684\u6da8\u5e45\u5f00\u76d8\u540e\uff0c\u6700\u7ec8\u4e0b\u8dcc\u8d85\u8fc75%\u3002\u5468\u4e00\u76d8\u524d\u4ea4\u6613\u4e2d\uff0c\u82f1\u4f1f\u8fbe\u80a1\u4ef7\u5c0f\u5e45\u4e0b\u8dcc\u3002<\/p>\n<p>Ives\u8bf4\uff1a\u8fc4\u4eca\u4e3a\u6b62\u53ea\u5728\u82f1\u4f1f\u8fbe\u3001<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=MSFT\">\u5fae\u8f6f\uff08MSFT\uff09<\/a>\u548c<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=PLTR\">Palantir\uff08PLTR\uff09<\/a>\u770b\u5230\u4e86\u4eba\u5de5\u667a\u80fd\u8d27\u5e01\u5316\u7684\u76f8\u5173\u6307\u6807\uff0c\u6240\u4ee5\u4e00\u4e9b\u6295\u8d44\u8005\u5bf9\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u7684\u8d22\u52a1\u5f71\u54cd\u4ecd\u7136\u975e\u5e38\u6000\u7591\u3002\u4e0d\u8fc7\uff0c\u5bf9\u4e8e\u4e00\u4e2a\u672a\u6765\u4ef7\u503c\u5c06\u8d85\u8fc71\u4e07\u4ebf\u7f8e\u5143\u7684\u4eba\u5de5\u667a\u80fd\u8d27\u5e01\u5316\u5e02\u573a\u6765\u8bf4\uff0c\u8fd9\u53ea\u662f\u201c\u7b2c\u4e00\u5c40\u7684\u9876\u90e8\u533a\u57df\u201d\uff0c\u4eba\u5de5\u667a\u80fd\u7528\u4f8b\u5c06\u9996\u5148\u8fdb\u5165\u4f01\u4e1a\uff0c\u7136\u540e\u8fdb\u5165\u6d88\u8d39\u8005\uff0c<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=AAPL\">\u82f9\u679c\uff08AAPL\uff09<\/a>\u3001<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=META\">Meta\uff08META\uff09<\/a>\u3001<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=GOOG\">\u8c37\u6b4c\uff08GOOG\uff09\uff08GOOGL\uff09<\/a>\u548c<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=AMZN\">\u4e9a\u9a6c\u900a\uff08AMZN\uff09<\/a>\u7b49\u516c\u53f8\u90fd\u5c06\u53d7\u5230\u5f71\u54cd\u3002\u91cd\u8981\u7684\u662f\uff0c\u73b0\u5728\u7684\u652f\u51fa\u548c\u7528\u4f8b\u6b63\u5728\u53d1\u751f\u53d8\u5316\uff0c\u6211\u4eec\u8ba4\u4e3a\uff0c2024\u5e74\u4eba\u5de5\u667a\u80fd\u603b\u4f53\u4e0a\u53ef\u80fd\u5360\u5230IT\u9884\u7b97\u76848%-10%\uff0c\u800c2023\u5e74\u7684\u8fd9\u4e00\u6bd4\u4f8b\u8fd8\u4e0d\u52301%\u3002\u5728\u82f1\u4f1f\u8fbeH100\u82af\u7247\u4e0a\u6bcf\u82b1\u8d391\u7f8e\u5143\uff0c\u5c31\u53ef\u80fd\u5728\u4e0e\u4e4b\u5bf9\u5e94\u7684\u8f6f\u4ef6\u3001IT\u670d\u52a1\u548c\u57fa\u7840\u8bbe\u65bd\u4e0a\u591a\u82b1\u8d3910\u523012\u7f8e\u5143\u3002<\/p>\n<p>\u4eba\u5de5\u667a\u80fd\u5bf9\u5fae\u8f6f\u3001Palantir\u3001Salesforce\u3001ServiceNow\u3001\u7532\u9aa8\u6587\u3001MongoDB\u548cAdobe\u7b49\u8f6f\u4ef6\u516c\u53f8\u7684\u5f71\u54cd\u521a\u521a\u5f00\u59cb\u8d77\u6b65\uff0c\u5e76\u5c06\u6709\u52a9\u4e8e\u63a8\u52a8\u5176\u4ed6\u9886\u57df\u7684\u53d1\u5c55\u3001\u6bd4\u5982\u7f51\u7edc\u5b89\u5168\u516c\u53f8\uff0c\u5305\u62ecZscaler\u3001Crowdstrike\u3001Palo Alto\u3001Varonis\u3001Qualys\u3001Tenable\u548cOkta\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Wedbush Securities\u5206\u6790\u5e08Dan Ives\u8868\u793a\uff0c\u82f1\u4f1f\u8fbe\uff08NVDA\uff09\u80a1\u7968\u5468\u4e94\uff08\u5f53\u5730\u65f6\u95f43\u67088\u65e5\uff09 [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":490617,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[427],"tags":[668,522,634],"class_list":["post-490616","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hans","tag-668","tag-522","tag-634","sectors-financial-products-zh-hans","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\/490616","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\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=490616"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/490616\/revisions"}],"predecessor-version":[{"id":490624,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/490616\/revisions\/490624"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/490617"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=490616"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=490616"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=490616"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}