{"id":559073,"date":"2024-12-02T17:37:14","date_gmt":"2024-12-03T01:37:14","guid":{"rendered":"https:\/\/nai500.com\/blog\/2024\/12\/%e5%85%a8%e7%90%83%e6%9c%80%e5%a4%a7%e5%af%b9%e5%86%b2%e5%9f%ba%e9%87%91%e5%87%8f%e6%8c%81%e8%8b%b1%e4%bc%9f%e8%be%be%ef%bc%8c%e5%a2%9e%e6%8c%81%e8%b6%85%e5%be%ae%e3%80%81palantir%e5%92%8camd\/"},"modified":"2024-12-02T17:37:55","modified_gmt":"2024-12-03T01:37:55","slug":"%e5%85%a8%e7%90%83%e6%9c%80%e5%a4%a7%e5%b0%8d%e6%b2%96%e5%9f%ba%e9%87%91%e6%b8%9b%e6%8c%81%e8%8b%b1%e5%81%89%e9%81%94%ef%bc%8c%e5%a2%9e%e6%8c%81%e8%b6%85%e5%be%ae%e3%80%81palantir%e5%92%8camd","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2024\/12\/%e5%85%a8%e7%90%83%e6%9c%80%e5%a4%a7%e5%b0%8d%e6%b2%96%e5%9f%ba%e9%87%91%e6%b8%9b%e6%8c%81%e8%8b%b1%e5%81%89%e9%81%94%ef%bc%8c%e5%a2%9e%e6%8c%81%e8%b6%85%e5%be%ae%e3%80%81palantir%e5%92%8camd\/","title":{"rendered":"\u5168\u7403\u6700\u5927\u5c0d\u6c96\u57fa\u91d1\u6e1b\u6301\u82f1\u5049\u9054\uff0c\u589e\u6301\u8d85\u5fae\u3001Palantir\u548cAMD"},"content":{"rendered":"

\u6700\u8fd1\uff0c\u5168\u7403\u8cc7\u7522\u898f\u6a21\u6700\u5927\u7684\u5c0d\u6c96\u57fa\u91d1\u5c0d\u79d1\u6280\u80a1\u6295\u8cc7\u9032\u884c\u4e86\u91cd\u5927\u8abf\u6574\u3002<\/p>\n

\u6839\u64da\u6a4b\u6c34\u57fa\u91d1\uff08Bridgewater Associates\uff09\u5411\u7f8e\u570b\u8b49\u5238\u4ea4\u6613\u59d4\u54e1\u6703\uff08SEC\uff09\u63d0\u4ea4\u7684\u4e00\u4efd\u6587\u4ef6\u986f\u793a\uff0c\u8a72\u57fa\u91d1\u5728\u7b2c\u4e09\u5b63\u5ea6\u6e1b\u6301\u4e86\u82f1\u5049\u9054\uff08Nvidia, NVDA\uff09<\/a>\u80a1\u7968\uff0c\u540c\u6642\u589e\u6301\u4e86\u8d85\u5fae\u96fb\u8166\uff08Super Micro Computer\uff09\u3001Palantir Technologies\u4ee5\u53caAdvanced Micro Devices (\u7c21\u7a31AMD\uff09\u7684\u80a1\u7968\u3002<\/p>\n

\u64daPensions & Investments\u7684\u6578\u64da\uff0c\u6a4b\u6c34\u57fa\u91d1\u7ba1\u7406\u8cc7\u7522\u898f\u6a21\u9054972\u5104\u7f8e\u5143\uff0c\u5168\u7403\u7b2c\u4e00\u3002<\/p>\n

\u6e1b\u6301\u82f1\u5049\u9054\uff0c\u9762\u81e8\u4f9b\u61c9\u93c8\u548c\u5b8f\u89c0\u98a8\u96aa<\/h2>\n

\u622a\u81f3\u7b2c\u4e09\u5b63\u5ea6\u672b\uff0c\u6a4b\u6c34\u57fa\u91d1\u7684\u82f1\u5049\u9054\u6301\u80a1\u6578\u5df2\u6e1b\u81f3480\u842c\u80a1\uff0c\u8207\u524d\u4e00\u500b\u5b63\u5ea6\u76f8\u6bd4\u6e1b\u5c11\u4e86180\u842c\u80a1\u3002\u57282024\u5e74\u524d\u4e5d\u500b\u6708\uff0c\u9019\u53ea\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u82af\u7247\u88fd\u9020\u5546\u7684\u80a1\u50f9\u98c6\u5347145%\uff0c\u9060\u9ad8\u65bc\u6a19\u666e500\u6307\u6578\u540c\u671f21%\u7684\u4e0a\u6f32\u5e45\u5ea6\u3002\u7b2c\u56db\u5b63\u5ea6\u8fc4\u4eca\uff0c\u82f1\u5049\u9054\u80a1\u50f9\u7e7c\u7e8c\u4e0a\u6f3214%\uff0c\u800c\u540c\u671f\u6a19\u666e500\u50c5\u4e0a\u6f324.7%\u3002<\/p>\n

\u5118\u7ba1\u82f1\u5049\u9054\u7b2c\u4e09\u8ca1\u5b63\uff08\u622a\u81f310\u670827\u65e5\uff09\u7684\u696d\u7e3e\u8868\u73fe\u5f37\u52c1\uff0c\u4f46\u7f8e\u570b\u7576\u9078\u7e3d\u7d71\u5510\u7d0d\u5fb7\u00b7\u7279\u6717\u666e\u8868\u793a\u5c07\u63d0\u9ad8\u5c0d\u4e2d\u570b\u3001\u52a0\u62ff\u5927\u548c\u58a8\u897f\u54e5\u7684\u95dc\u7a05\uff0c\u9019\u53ef\u80fd\u6703\u5c0d\u82f1\u5049\u9054\u7684\u4f9b\u61c9\u93c8\u69cb\u6210\u5a01\u8105\u3002\u6b64\u5916\uff0c\u96a8\u8457\u4eba\u5de5\u667a\u80fd\u884c\u696d\u683c\u5c40\u7684\u8b8a\u5316\uff0cAI\u7684\u5229\u597d\u5c07\u64f4\u5c55\u81f3\u82f1\u5049\u9054\u4ee5\u5916\u7684\u5176\u4ed6\u79d1\u6280\u516c\u53f8\u3002<\/p>\n

\u8d85\u5fae\uff1aAI\u9700\u6c42\u5f37\u52c1\uff0c\u4f46\u8ca1\u5831\u5ef6\u9072\u767c\u4f48<\/h2>\n

\u8d85\u5fae\u96fb\u8166\u5e0c\u671b\u901a\u904e\u670d\u52d9\u5668\u6436\u4f54\u66f4\u591a\u7684\u4eba\u5de5\u667a\u80fd\u9700\u6c42\u548c\u5e02\u5834\u4efd\u984d\uff0c\u4f46\u80a1\u50f9\u76ee\u524d\u4ecd\u4f4e\u65bc\u4eca\u5e743\u6708\u7684\u9ad8\u9ede\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u8a72\u516c\u53f8\u7684\u5be9\u8a08\u6a5f\u69cb\u5b89\u6c3810\u6708\u8fad\u8077\uff0c\u5c0e\u81f4\u8ca1\u5831\u516c\u4f48\u5ef6\u9072\uff0c\u4e0d\u7b26\u5408\u7d0d\u65af\u9054\u514b\u7684\u4e0a\u5e02\u8981\u6c42\u3002\u70ba\u6b64\uff0c\u8d85\u5fae\u5df2\u63d0\u4ea4\u4e86\u4e00\u4efd\u8a08\u5283\u4ee5\u89e3\u6c7a\u5408\u898f\u554f\u984c\u3002<\/p>\n

\u622a\u81f3\u7b2c\u4e09\u5b63\u5ea6\u672b\uff0c\u6a4b\u6c34\u57fa\u91d1\u589e\u6301\u4e86145.3\u842c\u80a1\u8d85\u5fae\u80a1\u7968\uff0c\u6301\u80a1\u7e3d\u91cf\u589e\u81f3161\u842c\u80a1\u3002\u4eca\u5e74\u622a\u81f39\u6708\u5e95\uff0c\u8d85\u5fae\u80a1\u50f9\u4e0a\u6f3246%\u3002\u4e0d\u904e\uff0c\u7b2c\u56db\u5b63\u5ea6\u8fc4\u4eca\uff0c\u53d710\u6708\u521d10\u6bd41\u7684\u80a1\u7968\u5206\u62c6\u5f71\u97ff\uff0c\u80a1\u50f9\u4e0b\u8dcc\u4e8622%\u3002<\/p>\n

Palantir\uff1a\u7d0d\u5165\u6a19\u666e500\u6307\u6578\uff0c\u696d\u7e3e\u589e\u9577<\/h2>\n

\u6a4b\u6c34\u57fa\u91d1\u5728\u7b2c\u4e09\u5b63\u5ea6\u589e\u6301\u4e8643.7\u842c\u80a1Palantir\u80a1\u7968\uff0c\u7e3d\u6301\u80a1\u91cf\u63d0\u5347\u81f352.4\u842c\u80a1\u30022024\u5e74\u524d\u4e09\u5b63\u5ea6\uff0c\u8a72\u80a1\u80a1\u50f9\u98c6\u5347117%\uff0c\u7b2c\u56db\u5b63\u5ea6\u8fc4\u4eca\u4e0a\u6f3280%\u3002<\/p>\n

\u4eca\u5e749\u6708\uff0cPalantir\u88ab\u7d0d\u5165\u6a19\u666e500\u6307\u6578\u5f8c\uff0c\u80a1\u50f9\u6301\u7e8c\u4e0a\u6f32\u3002\u8207\u6b64\u540c\u6642\uff0c\u516c\u53f8\u696d\u7e3e\u5f37\u52c1\uff0c\u7a31\u4eba\u5de5\u667a\u80fd\u7684\u201c\u6301\u4e45\u9700\u6c42\u201d\u5c07\u7e7c\u7e8c\u63a8\u52d5\u696d\u52d9\u589e\u9577\u3002\u904e\u53bb\u4e00\u5468\uff0cPalantir\u7684\u80a1\u7968\u4e0a\u5e02\u5730\u9ede\u5f9e\u7d10\u7d04\u8b49\u5238\u4ea4\u6613\u6240\u5207\u63db\u81f3\u7d0d\u65af\u9054\u514b\uff0c\u9810\u8a08\u5c07\u88ab\u7d0d\u5165\u7d0d\u65af\u9054\u514b100\u6307\u6578\u3002<\/p>\n

AMD\uff1a\u9762\u5c0d\u6311\u6230\uff0c\u5168\u529b\u805a\u7126\u589e\u9577\u6a5f\u6703<\/h2>\n

\u6a4b\u6c34\u57fa\u91d1\u9084\u5728\u7b2c\u4e09\u5b63\u5ea6\u589e\u6301\u4e8636.4\u842c\u80a1AMD\u80a1\u7968\uff0c\u6301\u80a1\u7e3d\u91cf\u589e\u81f3150\u842c\u80a1\u3002AMD\u7684\u80a1\u50f9\u57282024\u5e74\u524d\u4e09\u5b63\u5ea6\u5c0f\u5e45\u4e0a\u6f3211%\uff0c\u4f46\u7b2c\u56db\u5b63\u5ea6\u8fc4\u4eca\u5df2\u4e0b\u8dcc16%\u3002\u5118\u7ba110\u6708\u5e95\u7684\u4e09\u5b63\u5831\u696d\u7e3e\u5f37\u52c1\uff0c\u4f46\u8ca1\u6e2c\u8b93\u4eba\u5931\u671b\u300211\u6708\u4e2d\u65ec\uff0cAMD\u5ba3\u4f48\u88c1\u54e14%\uff0c\u6d89\u53ca\u7d041040\u540d\u54e1\u5de5\u3002\u516c\u53f8\u8868\u793a\uff0c\u6b64\u8209\u65e8\u5728\u5c07\u8cc7\u6e90\u914d\u7f6e\u5230\u6700\u5927\u7684\u589e\u9577\u6a5f\u6703\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u6700\u8fd1\uff0c\u5168\u7403\u8cc7\u7522\u898f\u6a21\u6700\u5927\u7684\u5c0d\u6c96\u57fa\u91d1\u5c0d\u79d1\u6280\u80a1\u6295\u8cc7\u9032\u884c\u4e86\u91cd\u5927\u8abf\u6574\u3002 \u6839\u64da\u6a4b\u6c34\u57fa\u91d1\uff08Bridgewater Assoc […]<\/p>\n","protected":false},"author":27,"featured_media":495979,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[675,2174,2126,2138],"class_list":{"0":"post-559073","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","6":"hentry","7":"category-1522","8":"category-trends-strategies-zh-hant","9":"tag--zh-hant","10":"tag-2174","12":"tag-2138","13":"sectors-technology-zh-hant","14":"locations-us-zh-hant","15":"exchange-nasdaq-zh-hant","16":"exchange-nyse-zh-hant"},"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/559073","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=559073"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/559073\/revisions"}],"predecessor-version":[{"id":559076,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/559073\/revisions\/559076"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/495979"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=559073"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=559073"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=559073"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}