{"id":549015,"date":"2024-08-16T20:55:20","date_gmt":"2024-08-17T03:55:20","guid":{"rendered":"https:\/\/nai500.com\/?p=549015"},"modified":"2024-08-16T20:55:20","modified_gmt":"2024-08-17T03:55:20","slug":"%e7%be%8e%e8%82%a1-%e6%9a%b4%e8%b7%8c-%e4%b8%89%e5%8f%aa-%e7%a7%91%e6%8a%80%e8%82%a1-%e9%a6%96%e7%95%b6-%e5%85%b6%e6%b2%96-%e6%8b%8b%e5%94%ae","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2024\/08\/%e7%be%8e%e8%82%a1-%e6%9a%b4%e8%b7%8c-%e4%b8%89%e5%8f%aa-%e7%a7%91%e6%8a%80%e8%82%a1-%e9%a6%96%e7%95%b6-%e5%85%b6%e6%b2%96-%e6%8b%8b%e5%94%ae\/","title":{"rendered":"\u5982\u679c\u7f8e\u80a1\u518d\u5ea6\u66b4\u8dcc\uff0c\u9019\u4e09\u53ea\u79d1\u6280\u80a1\u9996\u7576\u5176\u6c96\u88ab\u62cb\u552e"},"content":{"rendered":"

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\u4e0b\u9762\u9019\u4e09\u53ea\u79d1\u6280\u548cAI\u9818\u57df\u7684\u80a1\u7968\u4f30\u503c\u904e\u9ad8\uff0c\u4f46\u662f\u76c8\u5229\u4e26\u6c92\u6709\u9054\u5230\u9810\u671f\uff0c\u5728\u672a\u4f86\u53ef\u80fd\u51fa\u73fe\u7684\u80a1\u5e02\u4e0b\u8dcc\u4e2d\u53ef\u80fd\u9996\u7576\u5176\u6c96\u88ab\u62cb\u68c4\u3002<\/p>\n

Vertex (VERX)<\/b><\/strong><\/h2>\n

Vertex\u00a0<\/b><\/strong>(NASDAQ:VERX<\/b><\/u><\/strong><\/a>)\u63d0\u4f9b\u5728\u7dda\u7a05\u52d9\u8edf\u4ef6\u548c\u7a05\u52d9\u89e3\u6c7a\u65b9\u6848\uff0c\u80a1\u50f9\u5728\u53bb\u5e74\u4e0a\u6f32\u4e8687%\uff0c\u90e8\u5206\u539f\u56e0\u662f\u7531\u65bc\u8a72\u516c\u53f8\u6b63\u5728\u5c07\u4eba\u5de5\u667a\u80fd\u96c6\u6210\u5230\u7522\u54c1\u4e2d\uff0c\u4e5f\u6709\u53ef\u80fd\u662f\u6295\u8cc7\u8005\u5c07\u8a72\u516c\u53f8\u8207\u7a40\u6b4c\u7684Vertex AI\u76f8\u6df7\u6dc6\u4e86\u3002\u8a72\u516c\u53f8\u5728\u5e7e\u500b\u6708\u524d\u767c\u884c\u4e86\u4e00\u7b463\u5104\u7f8e\u5143\u7684\u50b5\u52d9\uff0c\u4f7f\u5b63\u5ea6\u6536\u5165\u5e7e\u4e4e\u7ffb\u4e86\u4e00\u756a\uff0c\u9054\u52301.61\u5104\u7f8e\u5143\u3002\u96d6\u7136\u64fa\u812b\u4e86\u6de8\u8667\u640d\uff0c\u4f46\u76f8\u5c0d\u65bc\u6de8\u50b5\u52d9\u7684\u898f\u6a21\uff0c\u5229\u6f64\u4ecd\u7136\u6709\u9650\u3002\u4e0a\u500b\u5b63\u5ea6\uff0c\u8a72\u516c\u53f8\u7684\u5229\u6f64\u70ba510\u842c\u7f8e\u5143\uff0c\u7e3d\u8ca0\u50b5\u70ba3.34\u5104\u7f8e\u5143\uff0c\u5e74\u92b7\u552e\u984d\u50c5\u589e\u9577\u4e8615%\u3002<\/p>\n

\u6b64\u5916\uff0c\u8207\u6a19\u51c6\u666e\u723e500\u6307\u6578\u5e73\u574727\u500d\u5de6\u53f3\u7684\u5e02\u76c8\u7387\u76f8\u6bd4\uff0cVertex\u76ee\u524d274\u500d\u7684\u5e02\u76c8\u7387\u9ad8\u5f97\u96e2\u8b5c\u3002\u76e1\u7ba1\u8a72\u516c\u53f8\u986f\u793a\u51fa\u6f5b\u529b\uff0c\u4f46\u4f30\u503c\u8868\u660e\uff0c\u73fe\u5728\u53ef\u80fd\u4e0d\u662f\u6295\u8cc7\u7684\u6700\u4f73\u6642\u6a5f\u3002\u4e8b\u5be6\u4e0a\uff0c\u8207\u540c\u4e00\u9818\u57df\u7684\u5176\u4ed6\u80a1\u7968\u76f8\u6bd4\uff0c\u6295\u8cc7\u8005\u53ef\u80fd\u6703\u767c\u73fe\u73fe\u5728\u61c9\u8a72\u662f\u8ce3\u51fa\u9019\u53ea\u80a1\u7968\u7684\u6642\u5019\u3002<\/p>\n

Palantir (PLTR)<\/b><\/strong><\/h2>\n

\u7db2\u7d61\u5b89\u5168\u548c\u667a\u80fd\u8edf\u4ef6\u516c\u53f8Palantir<\/b><\/strong>\u00a0(NYSE:PLTR<\/b><\/u><\/strong><\/a>)\u4e00\u76f4\u5728\u7a4d\u6975\u5730\u5c07\u4eba\u5de5\u667a\u80fd\u878d\u5165\u5176\u670d\u52d9\u4e2d\uff0c\u4e26\u4e14\u5df2\u7d93\u6210\u529f\u5730\u5f15\u8d77\u4e86\u5c0b\u6c42\u6295\u8cc7\u4eba\u5de5\u667a\u80fd\u6295\u8cc7\u8005\u7684\u6ce8\u610f\u3002\u96d6\u7136Palantir\u7684\u80fd\u529b\u6bcb\u5eb8\u7f6e\u7591\uff0c\u4f46\u8a72\u516c\u53f8\u6700\u8fd1\u4e00\u500b\u5b63\u5ea6\u7684\u696d\u7e3e\u537b\u6c92\u6709\u8ddf\u4e0a\u6295\u8cc7\u8005\u7684\u9ad8\u671f\u671b\u3002<\/p>\n

Palantir\u4e0a\u500b\u5b63\u5ea6\u6536\u5165\u589e\u9577\u4e8627%\uff0c\u76e1\u7ba1\u53ef\u4ee5\u88ab\u8a8d\u70ba\u662f\u7a69\u5065\u7684\u3002\u7136\u800c\uff0c\u8a72\u516c\u53f8\u80a1\u50f9\u5728\u540c\u4e00\u6642\u671f\u5167\u4e0a\u6f32\u4e8690%\u4ee5\u4e0a\uff0c\u61c9\u8a72\u662f\u8d85\u8cb7\u4e86\u3002\u76e1\u7ba1\u6bcf\u80a1\u6536\u76ca\u5f9e5\u7f8e\u5206\u589e\u9577\u52309\u7f8e\u5206\uff0c\u81ea\u7531\u73fe\u91d1\u6d41(FCF)\u589e\u9577\u4e8654%\uff0c\u4f46\u8a72\u516c\u53f8\u4e26\u6c92\u6709\u652f\u4ed8\u80a1\u606f\u3002\u6b64\u5916\uff0c\u8a72\u516c\u53f8\u76ee\u524d\u7684\u5e02\u503c\u8d85\u904e\u4e86\u5176\u4f01\u696d\u50f9\u503c\uff0c\u5e02\u76c8\u7387\u9ad8\u9054172.8\u500d\u3002\u83ef\u723e\u8857\u5206\u6790\u5e2b\u4e5f\u958b\u59cb\u8f49\u70ba\u770b\u7a7a\uff0c\u76ee\u524d\u4e09\u4f4d\u8ffd\u8e64\u8a72\u80a1\u7684\u5206\u6790\u5e2b\u672c\u6708\u90fd\u5c07\u8a72\u80a1\u8a55\u7d1a\u66f4\u65b0\u70ba\u5efa\u8b70\u8ce3\u51fa\u3002\u8003\u616e\u5230\u5206\u6790\u5e2b\u7684\u5e73\u5747\u76ee\u6a19\u50f9\u5df2\u7d93\u4f4e\u65bc\u7576\u524d\u80a1\u50f9\uff0c\u52a0\u4e0a\u5e02\u5834\u5c0d\u98a8\u96aa\u60c5\u7dd2\u7684\u654f\u611f\u6027\uff0cPalantir\u61c9\u8a72\u662f\u76ee\u524d\u503c\u5f97\u8ce3\u51fa\u7684\u80a1\u7968\u4e4b\u4e00\u3002<\/p>\n

Monolithic Power Systems (MPWR)<\/b><\/strong><\/h2>\n

Monolithic Power<\/b><\/strong>\u00a0(NASDAQ:MPWR<\/b><\/u><\/strong><\/a>)\u63d0\u4f9b\u7528\u65bc\u96f2\u8a08\u7b97\u3001\u96fb\u4fe1\u57fa\u790e\u8a2d\u65bd\u548c\u5176\u4ed6\u5de5\u696d\u61c9\u7528\u7684\u96fb\u6e90\u96fb\u8def\u3002\u7531\u65bc\u9810\u8a08\u4eba\u5de5\u667a\u80fd\u7684\u9700\u6c42\u6703\u589e\u52a0\uff0c\u53bb\u5e74\u8a72\u516c\u53f8\u80a1\u50f9\u98c6\u5347\u4e8630%\u4ee5\u4e0a\u3002\u76e1\u7ba1\u4eba\u5de5\u667a\u80fd\u90e8\u9580\u7684\u92b7\u552e\u984d\u5927\u5e45\u589e\u9577\uff0c\u4f46\u4ecd\u50c5\u5360\u8a72\u516c\u53f8\u7e3d\u6536\u5165\u7684\u4e09\u5206\u4e4b\u4e00\uff0c\u6cc1\u4e14\u6c7d\u8eca\u3001\u5b58\u5132\u548c\u6d88\u8cbb\u7b49\u6240\u6709\u5176\u4ed6\u9818\u57df\u7684\u92b7\u91cf\u90fd\u51fa\u73fe\u4e86\u4e0b\u6ed1\u3002<\/p>\n

\u8a72\u516c\u53f8\u7684\u6bcf\u80a1\u6536\u76ca\u8f03\u4e0a\u5e74\u7565\u6709\u4e0b\u964d\uff0c\u70ba2.06\u7f8e\u5143\uff0c\u4f46\u80a1\u50f9\u4e0a\u6f32\u5c07\u5e02\u76c8\u7387\u63a8\u9ad8\u5230\u4e8698.1\u500d\uff0c\u5e02\u503c\u73fe\u5df2\u8d85\u904e\u5176\u4f01\u696d\u50f9\u503c\u3002\u6b64\u5916\uff0c\u6bdb\u5229\u7387\u5f9e56.5%\u4e0b\u964d\u523055.7%\uff0c\u8868\u660e\u4f01\u696d\u90e8\u9580\u7684\u76c8\u5229\u80fd\u529b\u8f03\u4f4e\uff0c\u672a\u80fd\u5145\u5206\u5229\u7528\u4eba\u5de5\u667a\u80fd\u9700\u6c42\u7684\u98c6\u5347\u3002\u8003\u616e\u5230Monolithic\u5c0d\u4eba\u5de5\u667a\u80fd\u6ce1\u6cab\u7684\u654f\u611f\u6027\uff0c\u5728\u4e0b\u4e00\u5b63\u5ea6\u8ca1\u52d9\u696d\u7e3e\u51fa\u73fe\u597d\u8f49\u4e4b\u524d\uff0c\u6295\u8cc7\u8005\u53ef\u80fd\u66f4\u5e0c\u671b\u5c07\u8a72\u80a1\u4f5c\u70ba\u73fe\u5728\u8003\u616e\u51fa\u552e\u7684\u80a1\u7968\u4e4b\u4e00\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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