{"id":562676,"date":"2025-01-09T18:37:34","date_gmt":"2025-01-10T02:37:34","guid":{"rendered":"https:\/\/nai500.com\/?p=562676"},"modified":"2025-01-09T18:37:34","modified_gmt":"2025-01-10T02:37:34","slug":"%e9%ab%98%e7%9b%9b%e8%ad%a6%e5%91%8a%e8%82%a1%e7%a5%a8%e7%9a%84%e5%ae%9a%e4%bb%b7%e5%b7%b2%e8%be%be%e5%88%b0%e5%ae%8c%e7%be%8e%e4%b8%94%e6%9b%b4%e5%ae%b9%e6%98%93%e5%8f%97%e5%88%b0%e4%bf%ae%e6%ad%a3","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/01\/%e9%ab%98%e7%9b%9b%e8%ad%a6%e5%91%8a%e8%82%a1%e7%a5%a8%e7%9a%84%e5%ae%9a%e4%bb%b7%e5%b7%b2%e8%be%be%e5%88%b0%e5%ae%8c%e7%be%8e%e4%b8%94%e6%9b%b4%e5%ae%b9%e6%98%93%e5%8f%97%e5%88%b0%e4%bf%ae%e6%ad%a3\/","title":{"rendered":"\u9ad8\u76db\u8b66\u544a\uff1a\u80a1\u7968\u7684\u5b9a\u4ef7\u5df2\u8fbe\u5230\u201c\u5b8c\u7f8e\u201d\uff0c\u4e14\u66f4\u5bb9\u6613\u53d7\u5230\u4fee\u6b63\u7684\u5f71\u54cd"},"content":{"rendered":"

\u9ad8\u76db<\/a>\u8868\u793a\uff0c\u968f\u7740\u6295\u8d44\u8005\u6d88\u5316\u503a\u5238\u6536\u76ca\u7387\u4e0a\u5347\u3001\u4f30\u503c\u81a8\u80c0\u4ee5\u53ca\u5bf9\u8fdb\u4e00\u6b65\u964d\u606f\u7684\u4e0d\u786e\u5b9a\u6027\uff0c\u5f53\u524d\u5b8c\u7f8e\u7684\u8d5a\u94b1\u5e02\u573a\u80cc\u666f\u53ef\u80fd\u4e0d\u4f1a\u6301\u7eed\u592a\u4e45\u3002<\/p>\n

\u9ad8\u76db\u7b56\u7565\u5e08Peter Oppenheimer\u5728\u7ed9\u5ba2\u6237\u7684\u4e00\u4efd\u62a5\u544a\u4e2d\u5199\u9053\uff1a\u201c\u6700\u8fd1\u51e0\u4e2a\u6708\u80a1\u7968\u4ef7\u683c\u7684\u5f3a\u52b2\u53cd\u5f39\u4f7f\u5f97\u80a1\u7968\u7684\u5b9a\u4ef7\u8fbe\u5230\u4e86\u6781\u81f4\u3002\u867d\u7136\u6211\u4eec\u9884\u8ba1\u6574\u4f53\u80a1\u5e02\u5728\u672a\u6765\u4e00\u6574\u5e74\u5185\u4f1a\u6709\u8fdb\u4e00\u6b65\u7684\u8fdb\u5c55\uff0c\u4e3b\u8981\u662f\u53d7\u5230\u76c8\u5229\u9a71\u52a8\uff0c\u4f46\u80a1\u7968\u5e02\u573a\u6b63\u8d8a\u6765\u8d8a\u5bb9\u6613\u53d7\u5230\u7531\u503a\u5238\u6536\u76ca\u7387\u8fdb\u4e00\u6b65\u4e0a\u5347\u548c\/\u6216\u7ecf\u6d4e\u6570\u636e\u6216\u4f01\u4e1a\u76c8\u5229\u7684\u4e0d\u53ca\u9884\u671f\u5f15\u53d1\u7684\u4fee\u6b63\u3002\u201d<\/p>\n

\u5c3d\u7ba1Oppenheimer\u6ca1\u6709\u660e\u786e\u9884\u6d4b\u80a1\u7968\u4f1a\u5728\u77ed\u671f\u5185\u53d1\u751f\u4fee\u6b63\uff08\u901a\u5e38\u5b9a\u4e49\u4e3a\u4ece\u9ad8\u70b9\u56de\u8c0310%\uff09\uff0c\u4f46\u4ed6\u63d0\u51fa\u4e86\u4e09\u6761\u5408\u7406\u7684\u7406\u7531\uff0c\u8ba9\u6295\u8d44\u8005\u8003\u8651\u73b0\u5728\u51cf\u5c11\u6295\u8d44\u7ec4\u5408\u4e2d\u7684\u98ce\u9669\u3002<\/p>\n

\u9996\u5148\uff0c\u80a1\u7968\u4ef7\u683c\u8fd1\u671f\u4e0a\u6da8\u7684\u901f\u5ea6\u53ef\u80fd\u53cd\u6620\u4e86\u534e\u5c14\u8857\u5bf92025\u5e74\u589e\u957f\u7684\u4e50\u89c2\u9884\u671f\u3002\u8fd9\u5468\uff0c\u4eba\u4eec\u5bf9\u5e02\u573a\u5ba0\u513f\u82f1\u4f1f\u8fbe\uff08NVDA\uff09<\/a>\u7684\u5173\u6ce8\u4f53\u73b0\u4e86\u8fd9\u79cd\u62c5\u5fe7\uff0c\u8fd9\u53ea\u80a1\u7968\u5728\u8fc7\u53bb\u4e00\u5e74\u4e0a\u6da8\u4e86185%\u3002\u6295\u8d44\u8005\u671f\u5f85\u9996\u5e2d\u6267\u884c\u5b98\u9ec4\u4ec1\u52cb\u5728\u5468\u4e00\u665a\u95f4\u7684CES\u4e3b\u9898\u6f14\u8bb2\u4e2d\u5e26\u6765\u66f4\u591a\u4fe1\u606f\u3002\u7136\u800c\u5468\u4e8c\uff0c\u8be5\u80a1\u51fa\u73b0\u4e86\u81ea9\u67083\u65e5\u4ee5\u6765\u6700\u7cdf\u7cd5\u7684\u4e00\u5929\u3002<\/p>\n

\u5176\u4ed6\u4e00\u4e9b\u4f30\u503c\u8fc7\u9ad8\u7684\u52a8\u91cf\u80a1\uff0c\u5982Palantir\uff08PLTR\uff09<\/a>\u548cAMD\uff08AMD\uff09<\/a>\uff0c\u5728\u8fc7\u53bb\u4e00\u4e2a\u6708\u4e2d\u4e5f\u4e0b\u8dcc\u4e86\u8d85\u8fc710%\u3002<\/p>\n

\u5176\u6b21\uff0c\u80a1\u7968\u7684\u9ad8\u4f30\u503c\u53ef\u80fd\u4f1a\u9650\u5236\u672a\u6765\u7684\u56de\u62a5\u3002\u9ad8\u76db\u7684\u7814\u7a76\u53d1\u73b0\uff0c\u4f01\u4e1a\u5728\u6301\u7eed\u7684\u65f6\u95f4\u5185\u7ef4\u6301\u9ad8\u9500\u552e\u548c\u5229\u6da6\u7387\u662f\u201c\u6781\u5176\u56f0\u96be\u201d\u7684\uff0c\u56e0\u6b64\u6295\u8d44\u8005\u53ef\u80fd\u4f1a\u56e0\u4e1a\u7ee9\u4e0d\u4f73\u800c\u611f\u5230\u5931\u671b\u5e76\u9009\u62e9\u5356\u51fa\u80a1\u7968\u3002\u6b64\u5916\uff0c\u5728\u672a\u6765\u5341\u5e74\uff0c\u80a1\u7968\u53ef\u80fd\u8fd8\u4f1a\u9762\u4e34\u6765\u81ea\u5176\u4ed6\u8d44\u4ea7\uff08\u4f8b\u5982\u6bd4\u7279\u5e01\uff09\u7684\u201c\u6fc0\u70c8\u7ade\u4e89\u201d\u3002<\/p>\n

\u9ad8\u76db\u9884\u8ba1\uff0c\u6807\u666e500\u6307\u6570\u5728\u672a\u6765\u5341\u5e74\u7684\u603b\u56de\u62a5\u4ec5\u4e3a3%\u3002<\/p>\n

\u6700\u540e\uff0cOppenheimer\u8ba4\u4e3a\u201c\u5f02\u5e38\u9ad8\u7684\u5e02\u573a\u96c6\u4e2d\u5ea6\u589e\u52a0\u4e86\u6295\u8d44\u7ec4\u5408\u7684\u98ce\u9669\u201d\u3002\u4ed6\u7279\u522b\u62c5\u5fc3\uff0c\u7f8e\u56fd\u4e94\u5927\u80a1\u7968\u2014\u2014\u82f9\u679c\uff08AAPL\uff09<\/a>\u3001\u82f1\u4f1f\u8fbe\u3001\u5fae\u8f6f\uff08MSFT\uff09<\/a>\u3001\u8c37\u6b4c\u6bcd\u516c\u53f8Alphabet\uff08GOOG, GOOGL\uff09<\/a>\u548c\u4e9a\u9a6c\u900a\uff08AMZN\uff09<\/a>\u2014\u2014\u5360\u636e\u4e86\u6807\u666e500\u6307\u6570\u7684\u56db\u5206\u4e4b\u4e00\u3002\u8fd9\u79cd\u96c6\u4e2d\u5ea6\u63d0\u9ad8\u4e86\u5e02\u573a\u51fa\u73b0\u5e7f\u6cdb\u4fee\u6b63\u7684\u53ef\u80fd\u6027\uff0c\u7279\u522b\u662f\u5982\u679c\u8fd9\u4e9b\u516c\u53f8\u7684\u4e1a\u7ee9\u4e0d\u5982\u9884\u671f\u6216\u4ea4\u6613\u73af\u5883\u53d8\u5f97\u98ce\u9669\u89c4\u907f\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u9ad8\u76db\u8868\u793a\uff0c\u968f\u7740\u6295\u8d44\u8005\u6d88\u5316\u503a\u5238\u6536\u76ca\u7387\u4e0a\u5347\u3001\u4f30\u503c\u81a8\u80c0\u4ee5\u53ca\u5bf9\u8fdb\u4e00\u6b65\u964d\u606f\u7684\u4e0d\u786e\u5b9a\u6027\uff0c\u5f53\u524d\u5b8c\u7f8e\u7684\u8d5a\u94b1\u5e02\u573a\u80cc\u666f\u53ef\u80fd\u4e0d\u4f1a\u6301\u7eed […]<\/p>\n","protected":false},"author":9,"featured_media":562677,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[427],"tags":[2173,668,522],"class_list":["post-562676","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hans","tag-2173","tag-668","tag-522","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\/562676","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=562676"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/562676\/revisions"}],"predecessor-version":[{"id":562685,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/562676\/revisions\/562685"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/562677"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=562676"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=562676"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=562676"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}