{"id":579469,"date":"2025-06-13T01:37:51","date_gmt":"2025-06-13T08:37:51","guid":{"rendered":"https:\/\/nai500.com\/?p=579469"},"modified":"2025-06-13T01:40:10","modified_gmt":"2025-06-13T08:40:10","slug":"%e6%98%8e%e6%98%9f-ai%e8%82%a1-%e4%bc%b0%e5%80%bc-%e6%b3%a1%e6%b2%ab-palantir-%e8%8b%b1%e4%bc%9f%e8%be%be-%e5%9b%9e%e8%b0%83-%e9%a3%8e%e9%99%a9","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/06\/%e6%98%8e%e6%98%9f-ai%e8%82%a1-%e4%bc%b0%e5%80%bc-%e6%b3%a1%e6%b2%ab-palantir-%e8%8b%b1%e4%bc%9f%e8%be%be-%e5%9b%9e%e8%b0%83-%e9%a3%8e%e9%99%a9\/","title":{"rendered":"\u660e\u661fAI\u80a1\u9690\u73b0\u4f30\u503c\u6ce1\u6cab\uff1f\u534e\u5c14\u8857\u8b66\u793aPalantir\u4e0e\u82f1\u4f1f\u8fbe\u56de\u8c03\u98ce\u9669"},"content":{"rendered":"<p>\u5c3d\u7ba1\u4eba\u5de5\u667a\u80fd\u6d6a\u6f6e\u4ecd\u5728\u5e2d\u5377\u5168\u7403\u8d44\u672c\u5e02\u573a\uff0c\u90e8\u5206\u534e\u5c14\u8857\u673a\u6784\u5df2\u5bf9\u4e24\u5927\u660e\u661f\u80a1\u7684\u4f30\u503c\u8868\u793a\u51fa\u62c5\u5fe7\u3002Jefferies\u5206\u6790\u5e08Brent Thill\u8fd1\u65e5\u5c06<strong><b>Palantir Technologies<\/b><\/strong>\u00a0<strong><b>(<\/b><\/strong><a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=PLTR\"><strong><b>PLTR<\/b><\/strong><\/a><strong><b>)<\/b><\/strong>\u00a0\u76ee\u6807\u4ef7\u5b9a\u4e3a60\u7f8e\u5143\uff0c\u8f83\u5f53\u524d\u80a1\u4ef7\u9690\u542b55%\u4e0b\u8dcc\u7a7a\u95f4\u3002<\/p>\n<p>\u4e0e\u6b64\u540c\u65f6\uff0cSeaport Research\u7684Jay Goldberg\u5219\u9884\u6d4b\u82f1\u4f1f\u8fbe<strong><b>Nvidia<\/b><\/strong>\u00a0<strong><b>(<\/b><\/strong><a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=NVDA\"><strong><b>NVDA<\/b><\/strong><\/a><strong><b>)<\/b><\/strong>\u00a0\u80a1\u4ef7\u53ef\u80fd\u56de\u8c0330%\u3002\u8fd9\u4e24\u5bb6\u516c\u53f8\u5728\u8fc7\u53bb\u4e24\u5e74\u5206\u522b\u7d2f\u8ba1\u4e0a\u6da82000%\u548c875%\u540e\uff0c\u6b63\u9762\u4e34\u4e25\u5cfb\u7684\u4f30\u503c\u8003\u9a8c\u3002<\/p>\n<h3><strong><b>Palantir\uff1a\u8f6f\u4ef6\u80a1\u4f30\u503c<\/b><\/strong><strong><b>\u201c<\/b><\/strong><strong><b>\u5929\u82b1\u677f<\/b><\/strong><strong><b>\u201d<\/b><\/strong><strong><b>\u7684\u9690\u5fe7<\/b><\/strong><\/h3>\n<p>\u4f5c\u4e3aAI\u5206\u6790\u5e73\u53f0\u7684\u9886\u519b\u4f01\u4e1a\uff0cPalantir\u4e00\u5b63\u5ea6\u4ea4\u51fa\u4e86\u8425\u65368.84\u4ebf\u7f8e\u5143\uff08\u540c\u6bd4\u589e\u957f39%\uff09\u3001\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca0.13\u7f8e\u5143\uff08\u540c\u6bd4\u589e\u957f62%\uff09\u7684\u4eae\u773c\u6210\u7ee9\u3002\u8be5\u516c\u53f8\u9996\u5e2d\u6267\u884c\u5b98Alex Karp\u5f3a\u8c03\u5176\u72ec\u6709\u7684AI\u5de5\u4e1a\u5316\u843d\u5730\u80fd\u529b\uff0cForrester Research\u66f4\u5c06\u5176\u8bc4\u4e3a\u201c\u673a\u5668\u5b66\u4e60\u8f6f\u4ef6\u9886\u5bfc\u8005\u201d\u3002<\/p>\n<p>\u4f46\u5149\u9c9c\u57fa\u672c\u9762\u96be\u63a9\u4f30\u503c\u98ce\u9669\u3002\u8be5\u516c\u53f8\u5f53\u524d\u5e02\u9500\u7387(PS)\u8d85\u8fc780\u500d\uff0c\u8f83\u8f6f\u4ef6\u884c\u4e1a\u5e73\u5747\u6c34\u5e73\u9ad8\u51fa\u8fd15\u500d\u3002\u5206\u6790\u5e08\u6307\u51fa\uff0c\u5373\u4fbf\u80a1\u4ef7\u66b4\u8dcc70%\uff0cPalantir\u4ecd\u662f\u7f8e\u80a1\u5e02\u573a\u6700\u8d35\u7684\u8f6f\u4ef6\u80a1\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u5728\u8ffd\u8e2a\u8be5\u80a1\u768428\u5bb6\u673a\u6784\u4e2d\uff0c\u5c3d\u7ba1\u591a\u6570\u7ef4\u6301\u4e70\u5165\u8bc4\u7ea7\uff0c\u4f46110\u7f8e\u5143\u7684\u4e2d\u4f4d\u76ee\u6807\u4ef7\u4ecd\u4f4e\u4e8e\u73b0\u4ef719%\uff0c\u53cd\u6620\u5e02\u573a\u5206\u6b67\u52a0\u5267\u3002<\/p>\n<h3><strong><b>\u82f1\u4f1f\u8fbe\uff1a\u5730\u7f18\u653f\u6cbb\u4e0e\u4ea7\u80fd\u7684\u53cc\u91cd\u67b7\u9501<\/b><\/strong><\/h3>\n<p>GPU\u9738\u4e3b\u82f1\u4f1f\u8fbe\u540c\u6837\u9762\u4e34\u589e\u957f\u74f6\u9888\u3002\u867d\u71362026\u8d22\u5e74\u4e00\u5b63\u5ea6\u8425\u6536\u540c\u6bd4\u6fc0\u589e69%\u81f3440\u4ebf\u7f8e\u5143\uff0c\u4f46\u51fa\u53e3\u7ba1\u5236\u5bfc\u81f4\u5e93\u5b58\u51cf\u503c\u62d6\u7d2f\u5229\u6da6\u7387\uff0c\u8c03\u6574\u540e\u51c0\u5229\u6da6\u589e\u901f\u653e\u7f13\u81f333%\u3002Goldberg\u7279\u522b\u6307\u51fa\uff1a\u82f1\u4f1f\u8fbeBlackwell\u7cfb\u5217\u82af\u7247\u5168\u5e74\u4ea7\u80fd\u5df2\u88ab\u9884\u8ba2\u4e00\u7a7a\uff0c\u8fd9\u610f\u5473\u7740\u8d85\u9884\u671f\u589e\u957f\u7a7a\u95f4\u6709\u9650\u3002<\/p>\n<p>\u66f4\u4e25\u5cfb\u7684\u6311\u6218\u6765\u81ea\u7f8e\u56fd\u5bf9\u534e\u82af\u7247\u51fa\u53e3\u65b0\u89c4\u3002\u82f1\u4f1f\u8fbe\u9996\u5e2d\u6267\u884c\u5b98\u9ec4\u4ec1\u52cb\u5766\u8a00\uff0c\u6700\u65b0\u9650\u5236\u63aa\u65bd\u53ef\u80fd\u9020\u6210\u201c\u6570\u5343\u4ebf\u7f8e\u5143\u6536\u5165\u635f\u5931\u201d\u3002\u76ee\u524d\u82f1\u4f1f\u8fbe\u7684\u4e2d\u56fd\u5e02\u573a\u4efd\u989d\u5df2\u4ece2023\u5e74\u768422%\u9aa4\u964d\u81f3\u4e0d\u8db35%\u3002\u5c3d\u7ba1\u534e\u5c14\u8857\u4ecd\u7ed9\u4e88175\u7f8e\u5143\u7684\u4e2d\u4f4d\u76ee\u6807\u4ef7\uff08\u9690\u542b22%\u4e0a\u6da8\u7a7a\u95f4\uff09\uff0c\u4f4645\u500d\u7684\u52a8\u6001\u5e02\u76c8\u7387\u9700\u8981\u672a\u6765\u4e09\u5e7440%\u7684\u76c8\u5229\u589e\u901f\u6301\u7eed\u5151\u73b0\u3002<\/p>\n<h3><strong><b>\u673a\u6784\u5206\u6b67\u4e0b\u7684\u6295\u8d44\u7b56\u7565<\/b><\/strong><\/h3>\n<p>\u9762\u5bf9\u4f30\u503c\u9ad8\u538b\uff0c\u5e02\u573a\u53c2\u4e0e\u8005\u5448\u73b0\u660e\u663e\u5206\u5316\uff1a\u6469\u6839\u58eb\u4e39\u5229\u5206\u6790\u5e08\u5efa\u8bae\u6295\u8d44\u8005\u5bf9\u4e8ePalantir\u80a1\u7968\u8fdb\u884c\u201c\u83b7\u5229\u4e86\u7ed3\u201d\uff0c\u8ba4\u4e3a\u8be5\u516c\u53f82025\u5e7436%\u7684\u8425\u6536\u589e\u901f\u96be\u4ee5\u652f\u6491\u5f53\u524d\u4f30\u503c\u3002\u800c\u9ad8\u76db\u5206\u6790\u5e08\u5c3d\u7ba1\u4ecd\u7ef4\u6301\u5bf9\u82f1\u4f1f\u8fbe\u80a1\u7968\u7684\u201c\u4e70\u5165\u201d\u8bc4\u7ea7\uff0c\u4f46\u5f3a\u8c03AI\u670d\u52a1\u5668\u8d44\u672c\u5f00\u652f\u5c06\u57282026\u5e74\u7a81\u78342000\u4ebf\u7f8e\u5143\uff0c\u5bf9\u5229\u6da6\u7387\u6784\u6210\u66f4\u5927\u538b\u529b\u3002<\/p>\n<p>\u6700\u65b0\u7684\u5bf9\u51b2\u57fa\u91d113F\u6587\u4ef6\u663e\u793a\uff0c\u4e00\u5b63\u5ea6\u7d22\u7f57\u65af\u57fa\u91d1\u6e05\u4ed3Palantir\uff0c\u800c\u6865\u6c34\u589e\u6301\u82f1\u4f1f\u8fbe\u81f3\u7ec4\u5408\u7b2c\u4e09\u5927\u91cd\u4ed3\u80a1\u3002<\/p>\n<p>\u5bf9\u7a33\u5065\u7684\u6295\u8d44\u8005\u6765\u8bf4\uff0c\u5f53\u4e00\u53ea\u80a1\u7968\u9700\u8981\u5b8c\u7f8e\u5151\u73b0\u6240\u6709\u9884\u671f\u624d\u80fd\u7ef4\u6301\u73b0\u4ef7\u65f6\uff0c\u98ce\u9669\u6536\u76ca\u6bd4\u5c31\u5df2\u5931\u8861\u3002\u5206\u6790\u5e08\u5efa\u8bae\u5f53\u4e0b\u5c06AI\u80a1\u7968\u7684\u4ed3\u4f4d\u63a7\u5236\u5728\u6295\u8d44\u7ec4\u540815%\u4ee5\u5185\uff0c\u5e76\u4f18\u5148\u914d\u7f6e\u5fae\u8f6f\u7b49\u73b0\u91d1\u6d41\u66f4\u7a33\u5b9a\u7684\u79d1\u6280\u5de8\u5934\u3002<\/p>\n<p>\u63d0\u9192\u6295\u8d44\u8005\u7684\u662f\uff0c\u7f8e\u56fd\u5bf9\u534e\u6280\u672f\u7ba1\u5236\u53ef\u80fd\u8fdb\u4e00\u6b65\u5347\u7ea7\uff0c\u82e5AI\u5546\u4e1a\u5316\u8fdb\u5ea6\u4e0d\u53ca\u9884\u671f\uff0c\u677f\u5757\u6574\u4f53\u5e02\u76c8\u7387\u6216\u9762\u4e34\u7cfb\u7edf\u6027\u4e0b\u8c03\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5c3d\u7ba1\u4eba\u5de5\u667a\u80fd\u6d6a\u6f6e\u4ecd\u5728\u5e2d\u5377\u5168\u7403\u8d44\u672c\u5e02\u573a\uff0c\u90e8\u5206\u534e\u5c14\u8857\u673a\u6784\u5df2\u5bf9\u4e24\u5927\u660e\u661f\u80a1\u7684\u4f30\u503c\u8868\u793a\u51fa\u62c5\u5fe7\u3002Jefferies\u5206\u6790\u5e08B [&hellip;]<\/p>\n","protected":false},"author":31,"featured_media":578366,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[424,427,1521],"tags":[2408,2155,558,1997],"class_list":["post-579469","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-companies-zh-hans","category-market-news-zh-hans","category-1521","tag-ai-zh-hans","tag-2155","tag-558","tag-1997","sectors-technology-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/579469","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=579469"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/579469\/revisions"}],"predecessor-version":[{"id":579474,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/579469\/revisions\/579474"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/578366"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=579469"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=579469"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=579469"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}