{"id":559094,"date":"2024-12-02T19:20:02","date_gmt":"2024-12-03T03:20:02","guid":{"rendered":"https:\/\/nai500.com\/?p=559094"},"modified":"2024-12-03T01:01:18","modified_gmt":"2024-12-03T09:01:18","slug":"12%e6%9c%88-%e6%9c%80%e5%8f%97-%e8%8f%af%e7%88%be%e8%a1%97-%e9%97%9c%e6%b3%a8-%e4%ba%94%e5%8f%aa-%e7%be%8e%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2024\/12\/12%e6%9c%88-%e6%9c%80%e5%8f%97-%e8%8f%af%e7%88%be%e8%a1%97-%e9%97%9c%e6%b3%a8-%e4%ba%94%e5%8f%aa-%e7%be%8e%e8%82%a1\/","title":{"rendered":"\u76e4\u9ede12\u6708\u6700\u53d7\u83ef\u723e\u8857\u95dc\u6ce8\u7684\u4e94\u53ea\u7f8e\u80a1"},"content":{"rendered":"<p>\u7f8e\u80a1\u4e09\u5927\u80a1\u6307\u572811\u6708\u7684\u6700\u5f8c\u4e00\u500b\u4ea4\u6613\u65e5\u96c6\u9ad4\u6536\u9ad8\uff0c\u800c\u4e14\u9053\u6307\u8207\u6a19\u666e500\u6307\u6578\u5747\u518d\u5275\u76e4\u4e2d\u548c\u6536\u76e4\u66c6\u53f2\u65b0\u9ad8\u3002\u53d7\u7279\u6717\u666e\u548c\u5171\u548c\u9ee8\u63a7\u5236\u7684\u570b\u6703\u5c07\u52a0\u5feb\u7d93\u6fdf\u589e\u9577\u548c\u964d\u4f4e\u7a05\u6536\u7684\u9810\u671f\u63d0\u632f\uff0c\u5c0f\u76e4\u80a1\u6307\u6578\u7f85\u7d202000\u572811\u6708\u5927\u6f32\u8fd111%\u3002<\/p>\n<p>\u9032\u516512\u6708\uff0c\u83ef\u723e\u8857\u5c07\u7e7c\u7e8c\u95dc\u6ce8\u7279\u6717\u666e\u7684\u653f\u7b56\u63d0\u6848\u4ee5\u53ca\u7f8e\u570b\u7d93\u6fdf\u524d\u666f\uff0c\u5c24\u5176\u662f\u901a\u8139\u548c\u52de\u52d5\u529b\u5e02\u5834\u7684\u72c0\u6cc1\u3002\u7f8e\u806f\u5132\u5b9a\u65bc12\u670818\u65e5\u505a\u51fa\u4eca\u5e74\u6700\u5f8c\u4e00\u6b21\u5229\u7387\u6c7a\u5b9a\u3002\u76e1\u7ba1\u653f\u7b56\u5236\u5b9a\u8005\u8fd1\u671f\u5f37\u8abf\u4e26\u4e0d\u6025\u65bc\u964d\u606f\uff0c\u4f46\u4ea4\u6613\u5546\u4ecd\u8a8d\u70ba12\u6708\u518d\u6b21\u964d\u606f25\u500b\u57fa\u9ede\u7684\u53ef\u80fd\u6027\u5f88\u5927\u3002<\/p>\n<p>\u4e0b\u9762\u662f\u672a\u4f86\u4e00\u500b\u6708\u6700\u53d7\u83ef\u723e\u8857\u548c\u6295\u8cc7\u8005\u77da\u76ee\u7684\u4e94\u53ea\u7f8e\u80a1\u3002<\/p>\n<h2><strong><b>\u7279\u65af\u62c9<\/b><\/strong><\/h2>\n<p>\u81ea\u5927\u9078\u65e5\u4ee5\u4f86\uff0c\u7279\u65af\u62c9Tesla (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=TSLA\"><u>TSLA<\/u><\/a>)\u80a1\u50f9\u98c6\u5347\u4e86\u8fd140%\u3002\u76e1\u7ba1\u7279\u6717\u666e\u653f\u5e9c\u8a93\u8a00\u8981\u524a\u6e1b\u5c0d\u96fb\u52d5\u6c7d\u8eca\u884c\u696d\u7684\u652f\u6301\uff0c\u5305\u62ec7500\u7f8e\u5143\u7684\u7a05\u6536\u6e1b\u514d\uff0c\u4f46\u7279\u65af\u62c9\u4f3c\u4e4e\u4e26\u672a\u53d7\u5230\u4efb\u4f55\u5f71\u97ff\u3002\u9019\u4e00\u73fe\u8c61\u80cc\u5f8c\u7684\u539f\u56e0\u662f\u7279\u65af\u62c9\u9996\u5e2d\u57f7\u884c\u5b98\u99ac\u65af\u514b\u5df2\u7d93\u9032\u5165\u7279\u6717\u666e\u7684\u65b0\u4e00\u5c46\u653f\u5e9c\u6838\u5fc3\u5708\u5b50\uff0c\u5c07\u64d4\u4efb\u7279\u6717\u666e\u4e0a\u4efb\u5f8c\u7f8e\u570b\u653f\u5e9c\u6548\u7387\u90e8\u90e8\u9577\u3002<\/p>\n<p>\u64da\u5831\u9053\uff0c\u7279\u6717\u666e\u7684\u904e\u6e21\u5718\u968a\u5df2\u7d93\u6982\u8ff0\u4e86\u653e\u5bec\u81ea\u52d5\u99d5\u99db\u6c7d\u8eca\u898f\u5b9a\u7684\u8a08\u5283\uff0c\u9019\u53ef\u80fd\u6709\u52a9\u65bc\u5be6\u73fe\u99ac\u65af\u514b\u63a8\u51fa\u7279\u65af\u62c9\u6a5f\u5668\u4eba\u51fa\u79df\u8eca\u670d\u52d9\u7684\u5922\u60f3\u3002\u99ac\u65af\u514b\u9084\u53ef\u80fd\u9f13\u52f5\u7279\u6717\u666e\u8c41\u514d\u7279\u65af\u62c9\u6c7d\u8eca\u5c0d\u4e2d\u570b\u5546\u54c1\u5f81\u6536\u95dc\u7a05\u7684\u63d0\u8b70\u3002\u56e0\u6b64\uff0c\u5728\u7279\u6717\u666e\u4e0a\u4efb\u524d\u7684\u6700\u5f8c\u9019\u4e00\u500b\u6708\uff0c\u7279\u65af\u62c9\u80a1\u7968\u7121\u7591\u5c07\u6210\u70ba\u5e02\u5834\u95dc\u6ce8\u7684\u7126\u9ede\u3002<\/p>\n<h2><strong><b>Salesforce<\/b><\/strong><\/h2>\n<p>\u8edf\u4ef6\u5de8\u982dSalesforce (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=CRM\"><u>CRM<\/u><\/a>)\u00a0\u5c07\u572812\u67083\u65e5\u7f8e\u80a1\u6536\u76e4\u5f8c\u516c\u5e03\u8ca1\u5831\u3002\u8a72\u516c\u53f8\u65bc10\u670825\u65e5\u63a8\u51fa\u4e86\u7531\u4eba\u5de5\u667a\u80fd\u9a45\u52d5\u7684\u751f\u6210\u5f0f\u52a9\u624bAgentforce\uff0c\u76ee\u6a19\u662f\u52302025\u5e74\u5e95\u9054\u523010\u5104\u6b21\u4f7f\u7528\u3002\u64da\u5831\u9053\uff0c\u8a72\u516c\u53f8\u6b63\u5728\u8058\u75281000\u540d\u92b7\u552e\u4ee3\u8868\u4f86\u63a8\u52d5Agentforce\u7684\u91c7\u7528\u3002<\/p>\n<p>\u76ee\u524d\uff0c\u5176\u4ed6\u8edf\u4ef6\u516c\u53f8\u4e5f\u5c0d\u4eba\u5de5\u667a\u80fd\u4ee3\u7406\u8868\u73fe\u51fa\u4e86\u6fc3\u539a\u7684\u8208\u8da3\uff0c\u8207OpenAI\u7684ChatGPT\u7b49\u804a\u5929\u6a5f\u5668\u4eba\u76f8\u6bd4\uff0c\u4eba\u5de5\u667a\u80fd\u4ee3\u7406\u7684\u81ea\u4e3b\u6027\u66f4\u9ad8\u3002Crowdstrike\u7684\u9ad8\u7ba1\u8fd1\u671f\u8868\u793a\uff0c\u5176\u4eba\u5de5\u667a\u80fd\u4ee3\u7406Charlotte\u5728\u6700\u8fd1\u4e00\u500b\u8ca1\u5b63\u7684\u589e\u9577\u9054\u5230\u4e86\u4e09\u4f4d\u6578\u3002<\/p>\n<p>Salesforce\u7684\u80a1\u50f9\u57282023\u5e74\u4e0a\u6f32\u8fd1\u4e00\u500d\u5f8c\uff0c\u4eca\u5e74\u4e0a\u6f32\u4e86\u7d0425%\u3002\u76e1\u7ba1\u80a1\u50f9\u63a5\u8fd1\u66c6\u53f2\u9ad8\u9ede\uff0c\u83ef\u723e\u8857\u4ecd\u7136\u770b\u597d\u8a72\u80a1\uff0cFactSet\u8ffd\u8e64\u7684\u4e09\u5206\u4e4b\u4e8c\u7684\u5206\u6790\u5e2b\u7d66\u8207\u8a72\u80a1\u201c\u8cb7\u5165\u201d\u8a55\u7d1a\u3002<\/p>\n<h2><strong><b>\u970d\u5c3c\u97cb\u723e<\/b><\/strong><\/h2>\n<p>\u970d\u5c3c\u97cb\u723eHoneywell (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=HON\"><u>HON<\/u><\/a>)\u7684\u80a1\u50f9\u572811\u6708\u4efd\u4e0a\u6f32\u4e86 14%\uff0c\u9019\u4e3b\u8981\u5f97\u76ca\u65bc\u6fc0\u9032\u6295\u8cc7\u8005Elliott Investment Management\u5728\u4e0a\u6708\u4e2d\u65ec\u62ab\u9732\u5df2\u6301\u6709\u8a72\u516c\u53f8\u50f9\u503c50\u5104\u7f8e\u5143\u7684\u80a1\u4efd\u3002\u64da\u5831\u9053\uff0cElliott\u7279\u63a8\u52d5\u970d\u5c3c\u97cb\u723e\u6548\u4eff\u901a\u7528\u96fb\u6c23\u548c3M\u516c\u53f8\uff0c\u5c07\u81ea\u8eab\u62c6\u5206\u70ba\u5169\u5bb6\u4e0a\u5e02\u516c\u53f8\uff0c\u5206\u5225\u5c08\u6ce8\u65bc\u822a\u7a7a\u548c\u81ea\u52d5\u5316\u9818\u57df\u3002<\/p>\n<p>\u901a\u7528\u96fb\u6c23\u7684\u6e05\u6f54\u80fd\u6e90\u90e8\u9580GE Vernova\u7684\u80a1\u50f9\u81ea3\u6708\u5e95\u4e0a\u5e02\u4ee5\u4f86\u98c6\u5347\u4e86\u7d04150%\uff0c\u901a\u7528\u96fb\u6c23\u822a\u7a7a\u822a\u5929\u90e8\u9580\u7684\u80a1\u50f9\u81ea\u4eca\u5e74\u5e74\u521d\u4ee5\u4f86\u4e0a\u6f32\u4e86\u8fd180%\u3002\u800c3M\uff08MMM\uff09\u81ea\u5206\u62c6\u91ab\u7642\u4fdd\u5065\u90e8\u9580Solventum\uff08SOLV\uff09\u4ee5\u4f86\uff0c\u80a1\u50f9\u5df2\u4e0a\u6f3250%\u300210\u6708\u4efd\uff0c\u8a72\u516c\u53f8\u4ee5\u8d85\u904e10\u5104\u7f8e\u5143\u7684\u50f9\u683c\u5c07\u5176\u500b\u4eba\u9632\u8b77\u8a2d\u5099\u696d\u52d9\u51fa\u552e\u7d66\u4e00\u5bb6\u79c1\u52df\u80a1\u6b0a\u516c\u53f8\u3002<\/p>\n<h2><strong><b>MicroStrategy<\/b><\/strong><\/h2>\n<p>MicroStrategy (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=MSTR\"><u>MSTR<\/u><\/a>)\u662f\u4e00\u5bb6\u5728\u6bd4\u7279\u5e63\u4e0a\u6295\u8cc7\u6578\u5341\u5104\u7f8e\u5143\u7684\u8edf\u4ef6\u516c\u53f8\uff0c\u81ea\u7279\u6717\u666e\u9023\u4efb\u5f15\u767c\u52a0\u5bc6\u8ca8\u5e63\u5927\u6f32\u4ee5\u4f86\uff0c\u8a72\u80a1\u80a1\u50f9\u5df2\u4e0a\u6f3270%\u3002MicroStrategy\u8017\u8cc7200\u591a\u5104\u7f8e\u5143\uff0c\u7a4d\u7d2f\u4e8638.67\u842c\u679a\u6bd4\u7279\u5e63\uff0c\u50f9\u503c\u8d85\u904e370\u5104\u7f8e\u5143\uff0c\u6210\u70ba\u5168\u7403\u6700\u5927\u7684\u6bd4\u7279\u5e63\u4f01\u696d\u6301\u6709\u8005\u3002<\/p>\n<p>\u7279\u6717\u666e\u7372\u52dd\u5f8c\uff0c\u52a0\u5bc6\u8ca8\u5e63\u50f9\u683c\u4e00\u8def\u98c6\u5347\u3002\u76e1\u7ba1\u7576\u9078\u7e3d\u7d71\u5c1a\u672a\u516c\u5e03SEC\u548c\u5546\u54c1\u53ca\u671f\u8ca8\u4ea4\u6613\u59d4\u54e1\u6703\u9818\u5c0e\u4eba\u9078\uff0c\u4f46\u9810\u8a08\u9019\u5169\u500b\u6a5f\u69cb\u5c0d\u52a0\u5bc6\u8ca8\u5e63\u884c\u696d\u7684\u614b\u5ea6\u5c07\u53cb\u597d\u5f97\u591a\u3002Coinbase\u9996\u5e2d\u57f7\u884c\u5b98Brian Armstrong\u7a31\uff0c\u5171\u548c\u9ee8\u5728\u7f8e\u570b\u570b\u6703\u7684\u63a7\u5236\u6b0a\u610f\u5473\u8457\u53ef\u80fd\u6703\u512a\u5148\u901a\u904e\u52a0\u5bc6\u8ca8\u5e63\u7acb\u6cd5\u3002\u8207\u7279\u65af\u62c9\u7684\u60c5\u6cc1\u985e\u4f3c\uff0cMicrostrategy\u80a1\u7968\u672c\u6708\u4e5f\u5c07\u88ab\u6295\u8cc7\u8005\u91cd\u9ede\u95dc\u6ce8\u3002<\/p>\n<h2><strong><b>Super Micro Computer<\/b><\/strong><\/h2>\n<p>Super Micro Computer (<a 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Micro Computer\u80a1\u50f9\u98c6\u534728%\uff0c\u6536\u65bc42\u7f8e\u5143\u3002<\/p>\n<p>\u503c\u5f97\u4e00\u63d0\u7684\u662f\uff0c\u5168\u7403\u6700\u5927\u5c0d\u6c96\u57fa\u91d1\u6a4b\u6c34\u57fa\u91d1\u5728\u7b2c\u4e09\u5b63\u5ea6\u589e\u6301\u4e86Super Micro\u7684\u80a1\u4efd\uff0c\u540c\u6642\u589e\u6301\u4e86Palantir Technologies\u548cAdvanced Micro Devices\u7684\u80a1\u4efd\uff0c\u540c\u6642\u6e1b\u6301\u4e86\u82f1\u5049\u9054\u7684\u80a1\u7968\u3002<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u7f8e\u80a1\u4e09\u5927\u80a1\u6307\u572811\u6708\u7684\u6700\u5f8c\u4e00\u500b\u4ea4\u6613\u65e5\u96c6\u9ad4\u6536\u9ad8\uff0c\u800c\u4e14\u9053\u6307\u8207\u6a19\u666e500\u6307\u6578\u5747\u518d\u5275\u76e4\u4e2d\u548c\u6536\u76e4\u66c6\u53f2\u65b0\u9ad8\u3002\u53d7\u7279\u6717\u666e\u548c\u5171\u548c 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