{"id":559092,"date":"2024-12-02T19:20:51","date_gmt":"2024-12-03T03:20:51","guid":{"rendered":"https:\/\/nai500.com\/?p=559092"},"modified":"2024-12-03T00:40:22","modified_gmt":"2024-12-03T08:40:22","slug":"12%e6%9c%88-%e6%9c%80%e5%8f%97-%e5%8d%8e%e5%b0%94%e8%a1%97-%e5%85%b3%e6%b3%a8-%e4%ba%94%e5%8f%aa-%e7%be%8e%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/12\/12%e6%9c%88-%e6%9c%80%e5%8f%97-%e5%8d%8e%e5%b0%94%e8%a1%97-%e5%85%b3%e6%b3%a8-%e4%ba%94%e5%8f%aa-%e7%be%8e%e8%82%a1\/","title":{"rendered":"\u76d8\u70b912\u6708\u6700\u53d7\u534e\u5c14\u8857\u5173\u6ce8\u7684\u4e94\u53ea\u7f8e\u80a1"},"content":{"rendered":"<p>\u7f8e\u80a1\u4e09\u5927\u80a1\u6307\u572811\u6708\u7684\u6700\u540e\u4e00\u4e2a\u4ea4\u6613\u65e5\u96c6\u4f53\u6536\u9ad8\uff0c\u800c\u4e14\u9053\u6307\u4e0e\u6807\u666e500\u6307\u6570\u5747\u518d\u521b\u76d8\u4e2d\u548c\u6536\u76d8\u5386\u53f2\u65b0\u9ad8\u3002\u53d7\u7279\u6717\u666e\u548c\u5171\u548c\u515a\u63a7\u5236\u7684\u56fd\u4f1a\u5c06\u52a0\u5feb\u7ecf\u6d4e\u589e\u957f\u548c\u964d\u4f4e\u7a0e\u6536\u7684\u9884\u671f\u63d0\u632f\uff0c\u5c0f\u76d8\u80a1\u6307\u6570\u7f57\u7d202000\u572811\u6708\u5927\u6da8\u8fd111%\u3002<\/p>\n<p>\u8fdb\u516512\u6708\uff0c\u534e\u5c14\u8857\u5c06\u7ee7\u7eed\u5173\u6ce8\u7279\u6717\u666e\u7684\u653f\u7b56\u63d0\u6848\u4ee5\u53ca\u7f8e\u56fd\u7ecf\u6d4e\u524d\u666f\uff0c\u5c24\u5176\u662f\u901a\u80c0\u548c\u52b3\u52a8\u529b\u5e02\u573a\u7684\u72b6\u51b5\u3002\u7f8e\u8054\u50a8\u5b9a\u4e8e12\u670818\u65e5\u505a\u51fa\u4eca\u5e74\u6700\u540e\u4e00\u6b21\u5229\u7387\u51b3\u5b9a\u3002\u5c3d\u7ba1\u653f\u7b56\u5236\u5b9a\u8005\u8fd1\u671f\u5f3a\u8c03\u5e76\u4e0d\u6025\u4e8e\u964d\u606f\uff0c\u4f46\u4ea4\u6613\u5546\u4ecd\u8ba4\u4e3a12\u6708\u518d\u6b21\u964d\u606f25\u4e2a\u57fa\u70b9\u7684\u53ef\u80fd\u6027\u5f88\u5927\u3002<\/p>\n<p>\u4e0b\u9762\u662f\u672a\u6765\u4e00\u4e2a\u6708\u6700\u53d7\u534e\u5c14\u8857\u548c\u6295\u8d44\u8005\u77a9\u76ee\u7684\u4e94\u53ea\u7f8e\u80a1\u3002<\/p>\n<h2><strong><b>\u7279\u65af\u62c9<\/b><\/strong><\/h2>\n<p>\u81ea\u5927\u9009\u65e5\u4ee5\u6765\uff0c\u7279\u65af\u62c9Tesla (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=TSLA\"><u>TSLA<\/u><\/a>)\u80a1\u4ef7\u98d9\u5347\u4e86\u8fd140%\u3002\u5c3d\u7ba1\u7279\u6717\u666e\u653f\u5e9c\u8a93\u8a00\u8981\u524a\u51cf\u5bf9\u7535\u52a8\u6c7d\u8f66\u884c\u4e1a\u7684\u652f\u6301\uff0c\u5305\u62ec7500\u7f8e\u5143\u7684\u7a0e\u6536\u51cf\u514d\uff0c\u4f46\u7279\u65af\u62c9\u4f3c\u4e4e\u5e76\u672a\u53d7\u5230\u4efb\u4f55\u5f71\u54cd\u3002\u8fd9\u4e00\u73b0\u8c61\u80cc\u540e\u7684\u539f\u56e0\u662f\u7279\u65af\u62c9\u9996\u5e2d\u6267\u884c\u5b98\u9a6c\u65af\u514b\u5df2\u7ecf\u8fdb\u5165\u7279\u6717\u666e\u7684\u65b0\u4e00\u5c4a\u653f\u5e9c\u6838\u5fc3\u5708\u5b50\uff0c\u5c06\u62c5\u4efb\u7279\u6717\u666e\u4e0a\u4efb\u540e\u7f8e\u56fd\u653f\u5e9c\u6548\u7387\u90e8\u90e8\u957f\u3002<\/p>\n<p>\u636e\u62a5\u9053\uff0c\u7279\u6717\u666e\u7684\u8fc7\u6e21\u56e2\u961f\u5df2\u7ecf\u6982\u8ff0\u4e86\u653e\u5bbd\u81ea\u52a8\u9a7e\u9a76\u6c7d\u8f66\u89c4\u5b9a\u7684\u8ba1\u5212\uff0c\u8fd9\u53ef\u80fd\u6709\u52a9\u4e8e\u5b9e\u73b0\u9a6c\u65af\u514b\u63a8\u51fa\u7279\u65af\u62c9\u673a\u5668\u4eba\u51fa\u79df\u8f66\u670d\u52a1\u7684\u68a6\u60f3\u3002\u9a6c\u65af\u514b\u8fd8\u53ef\u80fd\u9f13\u52b1\u7279\u6717\u666e\u8c41\u514d\u7279\u65af\u62c9\u6c7d\u8f66\u5bf9\u4e2d\u56fd\u5546\u54c1\u5f81\u6536\u5173\u7a0e\u7684\u63d0\u8bae\u3002\u56e0\u6b64\uff0c\u5728\u7279\u6717\u666e\u4e0a\u4efb\u524d\u7684\u6700\u540e\u8fd9\u4e00\u4e2a\u6708\uff0c\u7279\u65af\u62c9\u80a1\u7968\u65e0\u7591\u5c06\u6210\u4e3a\u5e02\u573a\u5173\u6ce8\u7684\u7126\u70b9\u3002<\/p>\n<h2><strong><b>Salesforce<\/b><\/strong><\/h2>\n<p>\u8f6f\u4ef6\u5de8\u5934Salesforce (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=CRM\"><u>CRM<\/u><\/a>)\u00a0\u5c06\u572812\u67083\u65e5\u7f8e\u80a1\u6536\u76d8\u540e\u516c\u5e03\u8d22\u62a5\u3002\u8be5\u516c\u53f8\u4e8e10\u670825\u65e5\u63a8\u51fa\u4e86\u7531\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u751f\u6210\u5f0f\u52a9\u624bAgentforce\uff0c\u76ee\u6807\u662f\u52302025\u5e74\u5e95\u8fbe\u523010\u4ebf\u6b21\u4f7f\u7528\u3002\u636e\u62a5\u9053\uff0c\u8be5\u516c\u53f8\u6b63\u5728\u8058\u75281000\u540d\u9500\u552e\u4ee3\u8868\u6765\u63a8\u52a8Agentforce\u7684\u91c7\u7528\u3002<\/p>\n<p>\u76ee\u524d\uff0c\u5176\u4ed6\u8f6f\u4ef6\u516c\u53f8\u4e5f\u5bf9\u4eba\u5de5\u667a\u80fd\u4ee3\u7406\u8868\u73b0\u51fa\u4e86\u6d53\u539a\u7684\u5174\u8da3\uff0c\u4e0eOpenAI\u7684ChatGPT\u7b49\u804a\u5929\u673a\u5668\u4eba\u76f8\u6bd4\uff0c\u4eba\u5de5\u667a\u80fd\u4ee3\u7406\u7684\u81ea\u4e3b\u6027\u66f4\u9ad8\u3002Crowdstrike\u7684\u9ad8\u7ba1\u8fd1\u671f\u8868\u793a\uff0c\u5176\u4eba\u5de5\u667a\u80fd\u4ee3\u7406Charlotte\u5728\u6700\u8fd1\u4e00\u4e2a\u8d22\u5b63\u7684\u589e\u957f\u8fbe\u5230\u4e86\u4e09\u4f4d\u6570\u3002<\/p>\n<p>Salesforce\u7684\u80a1\u4ef7\u57282023\u5e74\u4e0a\u6da8\u8fd1\u4e00\u500d\u540e\uff0c\u4eca\u5e74\u4e0a\u6da8\u4e86\u7ea625%\u3002\u5c3d\u7ba1\u80a1\u4ef7\u63a5\u8fd1\u5386\u53f2\u9ad8\u70b9\uff0c\u534e\u5c14\u8857\u4ecd\u7136\u770b\u597d\u8be5\u80a1\uff0cFactSet\u8ffd\u8e2a\u7684\u4e09\u5206\u4e4b\u4e8c\u7684\u5206\u6790\u5e08\u7ed9\u4e0e\u8be5\u80a1\u201c\u4e70\u5165\u201d\u8bc4\u7ea7\u3002<\/p>\n<h2><strong><b>\u970d\u5c3c\u97e6\u5c14<\/b><\/strong><\/h2>\n<p>\u970d\u5c3c\u97e6\u5c14Honeywell (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=HON\"><u>HON<\/u><\/a>)\u7684\u80a1\u4ef7\u572811\u6708\u4efd\u4e0a\u6da8\u4e86 14%\uff0c\u8fd9\u4e3b\u8981\u5f97\u76ca\u4e8e\u6fc0\u8fdb\u6295\u8d44\u8005Elliott Investment Management\u5728\u4e0a\u6708\u4e2d\u65ec\u62ab\u9732\u5df2\u6301\u6709\u8be5\u516c\u53f8\u4ef7\u503c50\u4ebf\u7f8e\u5143\u7684\u80a1\u4efd\u3002\u636e\u62a5\u9053\uff0cElliott\u7279\u63a8\u52a8\u970d\u5c3c\u97e6\u5c14\u6548\u4eff\u901a\u7528\u7535\u6c14\u548c3M\u516c\u53f8\uff0c\u5c06\u81ea\u8eab\u62c6\u5206\u4e3a\u4e24\u5bb6\u4e0a\u5e02\u516c\u53f8\uff0c\u5206\u522b\u4e13\u6ce8\u4e8e\u822a\u7a7a\u548c\u81ea\u52a8\u5316\u9886\u57df\u3002<\/p>\n<p>\u901a\u7528\u7535\u6c14\u7684\u6e05\u6d01\u80fd\u6e90\u90e8\u95e8GE Vernova\u7684\u80a1\u4ef7\u81ea3\u6708\u5e95\u4e0a\u5e02\u4ee5\u6765\u98d9\u5347\u4e86\u7ea6150%\uff0c\u901a\u7528\u7535\u6c14\u822a\u7a7a\u822a\u5929\u90e8\u95e8\u7684\u80a1\u4ef7\u81ea\u4eca\u5e74\u5e74\u521d\u4ee5\u6765\u4e0a\u6da8\u4e86\u8fd180%\u3002\u800c3M\uff08MMM\uff09\u81ea\u5206\u62c6\u533b\u7597\u4fdd\u5065\u90e8\u95e8Solventum\uff08SOLV\uff09\u4ee5\u6765\uff0c\u80a1\u4ef7\u5df2\u4e0a\u6da850%\u300210\u6708\u4efd\uff0c\u8be5\u516c\u53f8\u4ee5\u8d85\u8fc710\u4ebf\u7f8e\u5143\u7684\u4ef7\u683c\u5c06\u5176\u4e2a\u4eba\u9632\u62a4\u8bbe\u5907\u4e1a\u52a1\u51fa\u552e\u7ed9\u4e00\u5bb6\u79c1\u52df\u80a1\u6743\u516c\u53f8\u3002<\/p>\n<h2><strong><b>MicroStrategy<\/b><\/strong><\/h2>\n<p>MicroStrategy (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=MSTR\"><u>MSTR<\/u><\/a>)\u662f\u4e00\u5bb6\u5728\u6bd4\u7279\u5e01\u4e0a\u6295\u8d44\u6570\u5341\u4ebf\u7f8e\u5143\u7684\u8f6f\u4ef6\u516c\u53f8\uff0c\u81ea\u7279\u6717\u666e\u8fde\u4efb\u5f15\u53d1\u52a0\u5bc6\u8d27\u5e01\u5927\u6da8\u4ee5\u6765\uff0c\u8be5\u80a1\u80a1\u4ef7\u5df2\u4e0a\u6da870%\u3002MicroStrategy\u8017\u8d44200\u591a\u4ebf\u7f8e\u5143\uff0c\u79ef\u7d2f\u4e8638.67\u4e07\u679a\u6bd4\u7279\u5e01\uff0c\u4ef7\u503c\u8d85\u8fc7370\u4ebf\u7f8e\u5143\uff0c\u6210\u4e3a\u5168\u7403\u6700\u5927\u7684\u6bd4\u7279\u5e01\u4f01\u4e1a\u6301\u6709\u8005\u3002<\/p>\n<p>\u7279\u6717\u666e\u83b7\u80dc\u540e\uff0c\u52a0\u5bc6\u8d27\u5e01\u4ef7\u683c\u4e00\u8def\u98d9\u5347\u3002\u5c3d\u7ba1\u5f53\u9009\u603b\u7edf\u5c1a\u672a\u516c\u5e03SEC\u548c\u5546\u54c1\u53ca\u671f\u8d27\u4ea4\u6613\u59d4\u5458\u4f1a\u9886\u5bfc\u4eba\u9009\uff0c\u4f46\u9884\u8ba1\u8fd9\u4e24\u4e2a\u673a\u6784\u5bf9\u52a0\u5bc6\u8d27\u5e01\u884c\u4e1a\u7684\u6001\u5ea6\u5c06\u53cb\u597d\u5f97\u591a\u3002Coinbase\u9996\u5e2d\u6267\u884c\u5b98Brian Armstrong\u79f0\uff0c\u5171\u548c\u515a\u5728\u7f8e\u56fd\u56fd\u4f1a\u7684\u63a7\u5236\u6743\u610f\u5473\u7740\u53ef\u80fd\u4f1a\u4f18\u5148\u901a\u8fc7\u52a0\u5bc6\u8d27\u5e01\u7acb\u6cd5\u3002\u4e0e\u7279\u65af\u62c9\u7684\u60c5\u51b5\u7c7b\u4f3c\uff0cMicrostrategy\u80a1\u7968\u672c\u6708\u4e5f\u5c06\u88ab\u6295\u8d44\u8005\u91cd\u70b9\u5173\u6ce8\u3002<\/p>\n<h2><strong><b>Super Micro Computer<\/b><\/strong><\/h2>\n<p>Super Micro Computer (<a 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Micro Computer\u80a1\u4ef7\u98d9\u534728%\uff0c\u6536\u4e8e42\u7f8e\u5143\u3002<\/p>\n<p>\u503c\u5f97\u4e00\u63d0\u7684\u662f\uff0c\u5168\u7403\u6700\u5927\u5bf9\u51b2\u57fa\u91d1\u6865\u6c34\u57fa\u91d1\u5728\u7b2c\u4e09\u5b63\u5ea6\u589e\u6301\u4e86Super Micro\u7684\u80a1\u4efd\uff0c\u540c\u65f6\u589e\u6301\u4e86Palantir Technologies\u548cAdvanced Micro Devices\u7684\u80a1\u4efd\uff0c\u540c\u65f6\u51cf\u6301\u4e86\u82f1\u4f1f\u8fbe\u7684\u80a1\u7968\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u7f8e\u80a1\u4e09\u5927\u80a1\u6307\u572811\u6708\u7684\u6700\u540e\u4e00\u4e2a\u4ea4\u6613\u65e5\u96c6\u4f53\u6536\u9ad8\uff0c\u800c\u4e14\u9053\u6307\u4e0e\u6807\u666e500\u6307\u6570\u5747\u518d\u521b\u76d8\u4e2d\u548c\u6536\u76d8\u5386\u53f2\u65b0\u9ad8\u3002\u53d7\u7279\u6717\u666e\u548c\u5171\u548c 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