{"id":550059,"date":"2024-08-28T01:20:39","date_gmt":"2024-08-28T08:20:39","guid":{"rendered":"https:\/\/nai500.com\/blog\/2024\/08\/%e5%8d%8e%e5%b0%94%e8%a1%97%e5%88%86%e6%9e%90%e5%b8%88%e8%bf%99%e4%ba%9b%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%82%a1%e7%a5%a8%e9%a3%99%e5%8d%87%e6%9c%89%e6%9c%9b%e4%b8%8a%e6%b6%a8\/"},"modified":"2024-08-28T01:21:18","modified_gmt":"2024-08-28T08:21:18","slug":"%e8%8f%af%e7%88%be%e8%a1%97%e5%88%86%e6%9e%90%e5%b8%ab%e9%80%99%e4%ba%9b%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%82%a1%e7%a5%a8%e9%a3%86%e5%8d%87%e6%9c%89%e6%9c%9b%e4%b8%8a%e6%bc%b2","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2024\/08\/%e8%8f%af%e7%88%be%e8%a1%97%e5%88%86%e6%9e%90%e5%b8%ab%e9%80%99%e4%ba%9b%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%82%a1%e7%a5%a8%e9%a3%86%e5%8d%87%e6%9c%89%e6%9c%9b%e4%b8%8a%e6%bc%b2\/","title":{"rendered":"\u83ef\u723e\u8857\u5206\u6790\u5e2b\uff1a\u9019\u4e9b\u4eba\u5de5\u667a\u80fd\u80a1\u7968\u98c6\u5347\u6709\u671b\u4e0a\u6f32\u8d85\u904e68%"},"content":{"rendered":"

\u904e\u53bb\u5e7e\u5e74\uff0c\u6295\u8cc7\u4eba\u5de5\u667a\u80fd\u80a1\u7968\u52e2\u982d\u5f37\u52c1\u3002\u96a8\u8457\u5404\u884c\u5404\u696d\u7684\u4f01\u696d\u8d8a\u4f86\u8d8a\u591a\u5730\u63a1\u7528\u4eba\u5de5\u667a\u80fd\u6280\u8853\u4f86\u63d0\u9ad8\u751f\u7522\u529b\u3001\u6210\u672c\u6548\u7387\u548c\u660e\u667a\u7684\u6c7a\u7b56\uff0c\u4eba\u5de5\u667a\u80fd\u5c07\u7e7c\u7e8c\u6210\u70ba\u672a\u4f86\u5e7e\u5e74\u7684\u4e3b\u8981\u6295\u8cc7\u4e3b\u984c\u3002<\/p>\n

\u7136\u800c\uff0c\u4e26\u975e\u6240\u6709\u6295\u8cc7\u6216\u90e8\u7f72\u4eba\u5de5\u667a\u80fd\u6280\u8853\u7684\u4f01\u696d\u90fd\u64c1\u6709\u76f8\u540c\u7684\u524d\u666f\u3002\u8655\u65bc\u5148\u9032\u6578\u64da\u5b58\u5132\u3001\u6578\u64da\u5206\u6790\u3001\u90e8\u7f72\u57fa\u65bc\u4eba\u5de5\u667a\u80fd\u7684\u5e73\u81fa\u3001\u7db2\u7d61\u5b89\u5168\u548c\u6a5f\u5668\u5b78\u7fd2\u6280\u8853\u524d\u6cbf\u7684\u516c\u53f8\u66f4\u9069\u5408\u5728\u672a\u4f86\u5927\u5e45\u589e\u9577\u3002\u6beb\u4e0d\u5947\u602a\uff0c\u9019\u4e9b\u516c\u53f8\u7684\u80a1\u7968\u53ef\u4ee5\u70ba\u9577\u671f\u6295\u8cc7\u8005\u5e36\u4f86\u8c50\u539a\u7684\u56de\u5831\u3002<\/p>\n

\u83ef\u723e\u8857\u5206\u6790\u5e2b\u8a8d\u70ba\uff0c\u6709\u5169\u96bb\u80a1\u7968\u7b26\u5408\u9019\u4e00\u6a19\u6e96\uff0c\u5b83\u5011\u5206\u5225\u662fCrowdStrike (CRWD)<\/a>\u548c\u82f1\u5049\u9054(NVDA)<\/a>\u3002<\/p>\n

CrowdStrike<\/h2>\n

\u7db2\u7d61\u5b89\u5168\u5c08\u5bb6CrowdStrike\u66fe\u662f\u80a1\u5e02\u5bf5\u5152\uff0c\u4f46\u57282024\u5e747\u670818\u65e5\uff0c\u4e00\u6b21\u932f\u8aa4\u7684\u8edf\u4ef6\u66f4\u65b0\u5f15\u767c\u4e86\u5168\u7403\u5927\u898f\u6a21IT\u4e2d\u65b7\u5f8c\uff0c\u8a72\u516c\u53f8\u4f3c\u4e4e\u5df2\u5931\u5bf5\u3002\u5118\u7ba1CrowdStrike\u5728\u4e00\u591c\u4e4b\u9593\u7cfe\u6b63\u4e86\u932f\u8aa4\uff0c\u4f46\u5168\u7403\u591a\u500b\u95dc\u9375\u4efb\u52d9\u7cfb\u7d71\u7684\u6545\u969c\u4f3c\u4e4e\u5f71\u97ff\u4e86\u6574\u9ad4\u6295\u8cc7\u8005\u60c5\u7dd2\u3002<\/p>\n

\u4f46Oppenheimer\u5206\u6790\u5e2bIttai Kidron\u4ecd\u7dad\u6301\u8a72\u80a1\u7684\u201c\u8cb7\u5165\u201d\u8a55\u7d1a\uff0c\u4e26\u8a2d\u5b9a\u4e86450\u7f8e\u5143\u7684\u76ee\u6a19\u50f9\u2014\u2014\u9019\u610f\u5473\u8457\u5f9e\u9031\u4e00\u6536\u76e4\u50f9\u4f86\u770b\uff0c\u8a72\u80a1\u670969%\u7684\u4e0a\u6f32\u6f5b\u529b\u3002\u8a31\u591a\u5206\u6790\u5e2b\u7e7c\u7e8c\u770b\u597d\u8a72\u516c\u53f8\uff0c\u5e73\u5747\u76ee\u6a19\u80a1\u50f9\u70ba337\u7f8e\u5143\uff0c\u610f\u5473\u8457\u4e0a\u6f32\u7a7a\u9593\u70ba27%\u3002<\/p>\n

Wedbush Securities\u4f30\u8a08\uff0c\u8a72\u516c\u53f8\u4e0d\u52305%\u7684\u5ba2\u6236\u53ef\u80fd\u6703\u66f4\u63db\u9802\u7d1a\u7af6\u722d\u5c0d\u624b\u7522\u54c1\u2014\u2014\u9019\u5c07\u5c0d2025\u8ca1\u5e74\u7684\u6536\u5165\u9020\u6210\u7d041.5\u5104\u7f8e\u5143\u7684\u5f71\u97ff\u3002\u96d6\u7136\u8072\u8b7d\u53d7\u640d\u53ef\u80fd\u6703\u5728\u77ed\u671f\u81f3\u4e2d\u671f\u5167\u5c0d\u696d\u52d9\u6d3b\u52d5\u7522\u751f\u8ca0\u9762\u5f71\u97ff\uff0c\u4f46\u9577\u671f\u5f71\u97ff\u53ef\u80fd\u5fae\u4e4e\u5176\u5fae\u3002\u9019\u4e3b\u8981\u6b78\u56e0\u65bc\u8a72\u516c\u53f8\u5728\u4e8b\u4ef6\u767c\u751f\u524d\u8d85\u904e98%\u7684\u5f37\u52c1\u7e3d\u7559\u5b58\u7387\uff08\u8861\u91cf\u5ba2\u6236\u7c98\u6027\u7684\u6307\u6a19\uff09\u3002<\/p>\n

CrowdStrike\u7684\u591a\u6a21\u584a\u4eba\u5de5\u667a\u80fd\u9a45\u52d5Falcon\u5e73\u81fa\u662f\u6eff\u8db3\u5ba2\u6236\u7db2\u7d61\u5b89\u5168\u9700\u6c42\u7684\u4e00\u7ad9\u5f0f\u670d\u52d9\uff0c\u4f8b\u5982\u7aef\u9ede\u5b89\u5168\u3001\u8eab\u4efd\u4fdd\u8b77\u3001\u96f2\u5b89\u5168\u3001\u53ef\u89c0\u5bdf\u6027\u3001\u5a01\u8105\u60c5\u5831\u548c\u6578\u64da\u5b89\u5168\u3002Falcon\u5e73\u81fa\u53ef\u64f4\u5c55\u4e14\u6613\u65bc\u90e8\u7f72\uff0c\u9019\u4e9b\u7279\u9ede\u4f7f\u5176\u6df1\u6df1\u690d\u6839\u4e8e\u5ba2\u6236\u7684\u65e5\u5e38\u696d\u52d9\u904b\u71df\u4e2d\u3002<\/p>\n

\u8003\u616e\u5230\u8a72\u516c\u53f8\u5f37\u52c1\u7684\u57fa\u672c\u9762\u548c\u5408\u7406\u7684\u4f30\u503c\uff0c\u9019\u4f3c\u4e4e\u662f\u7cbe\u660e\u3001\u98a8\u96aa\u627f\u53d7\u80fd\u529b\u5f37\u7684\u6295\u8cc7\u8005\u7684\u826f\u597d\u5207\u5165\u6a5f\u6703\u3002<\/p>\n

\u82f1\u5049\u9054<\/h2>\n

\u622a\u81f3\u76ee\u524d\uff0c\u534a\u5c0e\u9ad4\u5de8\u982d\u82f1\u5049\u9054\u80a1\u50f9\u57282024\u5e74\u5df2\u4e0a\u6f32\u8fd1155%\uff0c\u9810\u8a08\u672a\u4f86\u5e7e\u500b\u5b63\u5ea6\u5c07\u9032\u4e00\u6b65\u4e0a\u6f32\u3002<\/p>\n

\u5c0d\u82f1\u5049\u9054\u80a1\u50f9\u6700\u6a02\u89c0\u7684\u9810\u6e2c\u4e4b\u4e00\u4f86\u81eaI\/O Fund\u9996\u5e2d\u57f7\u884c\u5b98\u517c\u9996\u5e2d\u6280\u8853\u5206\u6790\u5e2bBeth Kindig\uff0c\u5979\u9810\u6e2c\u8a72\u516c\u53f8\u7684\u5e02\u503c\u5c07\u57282030\u5e74\u751a\u81f3\u66f4\u65e9\u9054\u523010\u842c\u5104\u7f8e\u5143\uff0c\u9019\u610f\u5473\u8457\u4e0a\u6f32\u6f5b\u529b\u63a5\u8fd1218%\u3002<\/p>\n

\u57282025\u8ca1\u5e74\u7b2c\u4e00\u8ca1\u5b63\uff0c\u82f1\u5049\u9054\u6578\u64da\u4e2d\u5fc3\u6536\u5165\u540c\u6bd4\u98c6\u5347427%\u81f3226\u5104\u7f8e\u5143\u3002\u9810\u8a08\u52302025\u5e74\uff0c\u8a72\u516c\u53f8\u4e0b\u4e00\u4ee3H200\u548cBlackwell\u67b6\u69cb\u82af\u7247\u5c07\u4f9b\u4e0d\u61c9\u6c42\u3002\u9019\u610f\u5473\u8457\u82f1\u5049\u9054\u5c07\u5728\u672a\u4f86\u5e7e\u500b\u6708\u4eab\u6709\u5b9a\u50f9\u6b0a\u3002<\/p>\n

\u6b64\u5916\uff0c\u82f1\u5049\u9054\u9084\u6e96\u5099\u64f4\u5927\u76ee\u6a19\u5e02\u5834\u3002\u8a72\u516c\u53f8\u9084\u9810\u8a08\u81ea\u52d5\u99d5\u99db\u8a08\u5283\u5c07\u5728\u672a\u4f86\u5e7e\u500b\u5b63\u5ea6\u9032\u4e00\u6b65\u63a8\u52d5\u5c0d\u4eba\u5de5\u667a\u80fd\u82af\u7247\u548c\u7cfb\u7d71\u7684\u9700\u6c42\u3002<\/p>\n

\u5118\u7ba1\u4f30\u503c\u6602\u8cb4\uff0c\u4f46\u82f1\u5049\u9054\u5728\u4eba\u5de5\u667a\u80fd\u6280\u8853\u65b9\u9762\u7684\u9818\u5148\u5730\u4f4d\u3001\u5f37\u52c1\u7684\u8ca1\u52d9\u72c0\u6cc1\u548c\u4e0d\u65b7\u64f4\u5927\u7684\u5e02\u5834\u6a5f\u6703\u4f7f\u8a72\u80a1\u6210\u70ba\u9817\u5177\u5438\u5f15\u529b\u7684\u9078\u64c7\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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