{"id":610512,"date":"2025-12-17T23:34:32","date_gmt":"2025-12-18T07:34:32","guid":{"rendered":"https:\/\/nai500.com\/?p=610512"},"modified":"2025-12-17T23:34:32","modified_gmt":"2025-12-18T07:34:32","slug":"%e5%a2%9e%e9%95%b7-%e5%8b%a2%e9%a0%ad-%e6%b2%92%e6%9c%89-%e6%94%be%e7%b7%a9-%e4%b8%89%e5%8f%aa-%e5%8a%a0%e6%8b%bf%e5%a4%a7-%e8%82%a1%e7%a5%a8-%e9%97%9c%e6%b3%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/12\/%e5%a2%9e%e9%95%b7-%e5%8b%a2%e9%a0%ad-%e6%b2%92%e6%9c%89-%e6%94%be%e7%b7%a9-%e4%b8%89%e5%8f%aa-%e5%8a%a0%e6%8b%bf%e5%a4%a7-%e8%82%a1%e7%a5%a8-%e9%97%9c%e6%b3%a8\/","title":{"rendered":"\u5f37\u52c1\u589e\u9577\u52e2\u982d\u6c92\u6709\u4efb\u4f55\u653e\u7de9\u8de1\u8c61\uff0c\u9019\u4e09\u53ea\u52a0\u62ff\u5927\u80a1\u79682026\u5e74\u91cd\u9ede\u95dc\u6ce8"},"content":{"rendered":"<p>\u5728\u7d93\u66c6\u4e862025\u5e74\u9ec3\u91d1\u80a1\u8207\u90e8\u5206\u5de5\u696d\u80a1\u7684\u5f37\u52c1\u4e0a\u6f32\u5f8c\uff0c\u6295\u8cc7\u8005\u6b63\u5c07\u76ee\u5149\u6295\u5411\u65b0\u7684\u4e00\u5e74\uff0c\u5c0b\u627e\u80fd\u5920\u5ef6\u7e8c\u589e\u9577\u52e2\u982d\u7684\u6a19\u7684\u3002\u5e02\u5834\u74b0\u5883\u77ac\u606f\u842c\u8b8a\uff0c\u677f\u584a\u9a45\u52d5\u529b\u4e5f\u5728\u8f2a\u8f49\uff1a\u5f9e\u5730\u7de3\u6c96\u7a81\u8207\u907f\u96aa\u60c5\u7dd2\uff0c\u8f49\u5411\u5c0d\u7279\u5b9a\u884c\u696d\u7d50\u69cb\u6027\u6a5f\u9047\u8207\u516c\u53f8\u7279\u5b9a\u8ca1\u52d9\u7b56\u7565\u7684\u6df1\u5ea6\u6316\u6398\u3002<\/p>\n<p>\u5728\u6b64\u80cc\u666f\u4e0b\uff0c<strong><b>Telus Corporation\u00a0<\/b><\/strong>(<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=T%3ACA\">TSX:T<\/a>)<strong><b>\u3001<\/b><\/strong><strong><b>Descartes Systems<\/b><\/strong>\u00a0(<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=DSG%3ACA\">TSX:DSG<\/a>)<strong><b>\u548c\u661f\u5ea7\u8edf\u4ef6<\/b><\/strong><strong><b>Constellation Software\u2019s<\/b><\/strong>\u00a0(<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=CSU%3ACA\">TSX:CSU<\/a>)\u9019\u4e09\u53ea\u52a0\u62ff\u5927\u80a1\u7968\uff0c\u6191\u501f\u5404\u81ea\u9818\u57df\u5167\u96e3\u4ee5\u8907\u5236\u7684\u512a\u52e2\u8207\u6291\u5236\u4e0b\u8dcc\u7684\u95dc\u9375\u56e0\u7d20\uff0c\u5c55\u73fe\u51fa\u6709\u671b\u6301\u7e8c\u81f32026\u5e74\u7684\u589e\u9577\u52d5\u80fd\u3002<\/p>\n<p><strong><b>Telus<\/b><\/strong><strong><b>\uff1a\u8ca1\u52d9\u91cd\u6574\u8207\u80a1\u6771\u56de\u5831\u7684\u96d9\u91cd\u52d5\u80fd<\/b><\/strong><\/p>\n<p>\u4f5c\u70ba\u52a0\u62ff\u5927\u96fb\u4fe1\u5de8\u982d\u4e4b\u4e00\uff0cTelus\u8fd1\u671f\u7684\u80a1\u50f9\u6c89\u5bc2\u8207\u5176\u9ad8\u90549.5%\u7684\u80a1\u606f\u6536\u76ca\u7387\u5f62\u6210\u9bae\u660e\u5c0d\u6bd4\u3002\u7136\u800c\uff0c\u9019\u6b63\u662f\u5176\u672a\u4f86\u52d5\u91cf\u8f49\u63db\u7684\u8d77\u9ede\u3002\u516c\u53f8\u7684\u6838\u5fc3\u7b56\u7565\u6b63\u7d93\u66c6\u95dc\u9375\u8abf\u6574\uff0c\u9019\u69cb\u6210\u4e86\u5176\u7368\u7279\u512a\u52e2\u3002\u516c\u53f8\u5ba3\u5e03\u66ab\u505c\u80a1\u606f\u589e\u9577\uff0c\u4e26\u9010\u6b65\u53d6\u6d88\u80a1\u606f\u518d\u6295\u8cc7\u8a08\u5283\u7684\u6298\u6263\uff0c\u5176\u6df1\u5c64\u610f\u5716\u662f\u5c07\u539f\u672c\u7528\u65bc\u652f\u6301DRIP\u7684\u7d048.6\u5104\u52a0\u5143\u8cc7\u91d1\u8f49\u5411\u80a1\u4efd\u56de\u8cfc\u3002<\/p>\n<p>\u9019\u4e00\u8f49\u8b8a\u610f\u7fa9\u91cd\u5927\uff1a\u56de\u8cfc\u80fd\u76f4\u63a5\u63d0\u5347\u6bcf\u80a1\u6536\u76ca\uff0c\u4e26\u5f70\u986f\u7ba1\u7406\u5c64\u8a8d\u70ba\u80a1\u50f9\u88ab\u4f4e\u4f30\u7684\u4fe1\u5fc3\u3002\u540c\u6642\uff0cTelus\u6b63\u81f4\u529b\u65bc\u5728\u672a\u4f86\u5169\u5e74\u5c07\u6760\u6746\u7387\u5f9e3.5\u500d\u964d\u81f33\u500d\uff0c\u4e26\u5c07\u81ea\u7531\u73fe\u91d1\u6d41\u5e74\u5747\u63d0\u534710%\u3002\u9019\u4e00\u7cfb\u5217\u8209\u63aa\u65e8\u5728\u5f9e\u6839\u672c\u4e0a\u6539\u5584\u8ca1\u52d9\u72c0\u6cc1\uff0c\u70ba\u80a1\u50f9\u63d0\u4f9b\u7d2e\u5be6\u652f\u6490\u3002<\/p>\n<p>\u5373\u4f7f\u5e02\u5834\u64d4\u6182\u5176\u80a1\u606f\u53ef\u6301\u7e8c\u6027\uff08\u7576\u524d\u6d3e\u606f\u7387\u7d93\u8abf\u6574\u5f8c\u9054115%\uff09\uff0c\u4f46\u9ad8\u80a1\u606f\u672c\u8eab\u63d0\u4f9b\u4e86\u5f37\u5927\u7684\u4e0b\u884c\u4fdd\u8b77\u3002\u5206\u6790\u6307\u51fa\uff0c\u5373\u4fbf\u4eff\u6548\u540c\u696d\u9032\u884c\u80a1\u606f\u8abf\u6574\uff0c\u5176\u8abf\u6574\u5f8c\u7684\u6536\u76ca\u7387\u4ecd\u53ef\u80fd\u4fdd\u6301\u5728\u53ef\u89c0\u6c34\u5e73\u3002\u66f4\u91cd\u8981\u7684\u662f\uff0c\u516c\u53f8\u524a\u6e1b\u6760\u6746\u548c\u589e\u9577\u73fe\u91d1\u6d41\u7684\u660e\u78ba\u76ee\u6a19\uff0c\u70ba\u6295\u8cc7\u8005\u63cf\u7e6a\u4e86\u4e00\u689d\u6e05\u6670\u7684\u50f9\u503c\u4fee\u8907\u8def\u5f91\uff0c\u6709\u6548\u9650\u5236\u4e86\u57fa\u65bc\u8ca1\u52d9\u6050\u614c\u7684\u904e\u5ea6\u62cb\u552e\u3002<\/p>\n<p><strong><b>Descartes Systems<\/b><\/strong><strong><b>\uff1a\u5168\u7403\u4f9b\u61c9\u93c8\u91cd\u69cb\u7684<\/b><\/strong><strong><b>\u201c<\/b><\/strong><strong><b>\u96b1\u5f62\u4e2d\u6a1e<\/b><\/strong><strong><b>\u201d<\/b><\/strong><\/p>\n<p>\u5728\u5730\u7de3\u653f\u6cbb\u8207\u8cbf\u6613\u653f\u7b56\u6301\u7e8c\u91cd\u5851\u5168\u7403\u4f9b\u61c9\u93c8\u7684\u80cc\u666f\u4e0b\uff0cDescartes Systems\u4f5c\u70ba\u5168\u7403\u7269\u6d41\u548c\u4f9b\u61c9\u93c8\u7ba1\u7406\u8edf\u4ef6\u7684\u9818\u5c0e\u8005\uff0c\u5176\u52d5\u80fd\u4f86\u81ea\u65bc\u4e0d\u53ef\u9006\u7684\u5b8f\u89c0\u8da8\u52e2\u3002<\/p>\n<p>2018-2020\u5e74\uff0c\u8a72\u516c\u53f8\u80a1\u50f9\u56e0\u4e2d\u7f8e\u8cbf\u6613\u6230\u4e0b\u7684\u4f9b\u61c9\u93c8\u91cd\u7d44\u800c\u4e0a\u6f3275%\u3002\u7576\u524d\uff0c\u5317\u7f8e\u4f9b\u61c9\u93c8\u7684\u9032\u4e00\u6b65\u5340\u57df\u5316\u8207\u591a\u5143\u5316\uff0c\u6b63\u66c6\u53f2\u91cd\u6f14\u822c\u5730\u70ba\u5176\u5e36\u4f86\u65b0\u4e00\u8f2a\u9700\u6c42\u3002\u5176\u96f2\u7aef\u5168\u7403\u7269\u6d41\u7db2\u7d61\u5e73\u81fa\uff0c\u5e6b\u52a9\u4f01\u696d\u5be6\u73fe\u8907\u96dc\u8cbf\u6613\u74b0\u5883\u4e0b\u7684\u53ef\u8996\u6027\u3001\u5408\u898f\u6027\u8207\u6548\u7387\u512a\u5316\uff0c\u9019\u7a2e\u201c\u4efb\u52d9\u95dc\u9375\u578b\u201d\u670d\u52d9\u4f7f\u5176\u6210\u70ba\u4f9b\u61c9\u93c8\u8abf\u6574\u4e2d\u4f01\u696d\u7684\u5fc5\u9078\u9805\uff0c\u800c\u975e\u53ef\u9078\u9805\u3002<\/p>\n<p>\u91cd\u8981\u7684\u662f\uff0cDescartes Systems\u7684\u8edf\u4ef6\u5373\u670d\u52d9\u6a21\u5f0f\u5177\u5099\u9ad8\u6bdb\u5229\u7387\u548c\u6975\u5f37\u7684\u5ba2\u6236\u7c98\u6027\u3002\u4e00\u65e6\u4f01\u696d\u5c07\u5176\u6838\u5fc3\u7269\u6d41\u6d41\u7a0b\u5d4c\u5165\u8a72\u5e73\u81fa\uff0c\u8f49\u63db\u6210\u672c\u6975\u9ad8\u3002\u9019\u70ba\u516c\u53f8\u5e36\u4f86\u4e86\u53ef\u9810\u6e2c\u7684\u7d93\u5e38\u6027\u6536\u5165\uff0c\u4e26\u4f7f\u5176\u5728\u7d93\u6fdf\u6ce2\u52d5\u4e2d\u8868\u73fe\u51fa\u8f03\u5f37\u7684\u9632\u79a6\u6027\u3002\u5176\u696d\u52d9\u589e\u9577\u4e26\u975e\u4f9d\u8cf4\u8cc7\u672c\u958b\u652f\u5468\u671f\uff0c\u800c\u662f\u8207\u5ba2\u6236\u8cbf\u6613\u6d3b\u52d5\u7684\u8907\u96dc\u7a0b\u5ea6\u6b63\u76f8\u95dc\uff0c\u9019\u70ba\u80a1\u50f9\u63d0\u4f9b\u4e86\u7a69\u5b9a\u6027\u57fa\u790e\u3002<\/p>\n<p><strong><b>\u661f\u5ea7\u8edf\u4ef6\uff1a\u7a7f\u8d8a\u5468\u671f\u7684<\/b><\/strong><strong><b>\u201c<\/b><\/strong><strong><b>\u50f9\u503c\u7375\u624b<\/b><\/strong><strong><b>\u201d<\/b><\/strong><strong><b>\u8207\u8907\u5229\u6a5f\u5668<\/b><\/strong><\/p>\n<p>\u5728AI\u71b1\u6f6e\u5f15\u767c\u5e02\u5834\u5c0d\u79d1\u6280\u80a1\u4f30\u503c\u666e\u904d\u64d4\u6182\u4e4b\u969b\uff0c\u661f\u5ea7\u8edf\u4ef6\u56e0\u5176\u53cd\u6f6e\u6d41\u7684\u5546\u696d\u6a21\u5f0f\u548c\u8fd1\u671f\u7684\u50f9\u683c\u56de\u8abf\uff0c\u5448\u73fe\u51fa\u96e3\u5f97\u7684\u5e03\u5c40\u6a5f\u6703\u3002\u8207\u8ffd\u9010\u9ad8\u589e\u9577\u3001\u9ad8\u8667\u640d\u7684\u660e\u661fSaaS\u516c\u53f8\u4e0d\u540c\uff0c\u661f\u5ea7\u8edf\u4ef6\u5c08\u9580\u6536\u8cfc\u90a3\u4e9b\u6210\u719f\u3001\u76c8\u5229\u3001\u91c7\u7528\u7d93\u5178\u6c38\u4e45\u8a31\u53ef\u8b49\u6a21\u5f0f\u7684\u5782\u76f4\u5e02\u5834\u8edf\u4ef6\u516c\u53f8\u3002\u9019\u4e9b\u8edf\u4ef6\u901a\u5e38\u662f\u5ba2\u6236\u696d\u52d9\u6d41\u7a0b\u4e2d\u7684\u201c\u95dc\u9375\u4efb\u52d9\u201d\u578b\u61c9\u7528\uff0c\u96d6\u589e\u9577\u5e73\u7de9\uff0c\u4f46\u80fd\u7522\u751f\u6975\u5176\u7a69\u5b9a\u548c\u6301\u4e45\u7684\u7dad\u8b77\u6027\u73fe\u91d1\u6d41\u3002\u800c\u8a72\u516c\u53f8\u901a\u904e\u6574\u5408\u9019\u4e9b\u73fe\u91d1\u6d41\u4e26\u6301\u7e8c\u9032\u884c\u65b0\u6536\u8cfc\uff0c\u5be6\u73fe\u4e86\u9577\u671f\u7684\u8cc7\u672c\u8907\u5229\u3002<\/p>\n<p>\u8fd1\u671f\u80a1\u50f9\u56e0\u5275\u59cb\u4eba\u99ac\u514b\u00b7\u502b\u7d0d\u5fb7\u7684\u7a81\u7136\u5378\u4efb\u800c\u56de\u8abf\u81f32024\u5e74\u521d\u6c34\u5e73\uff0c\u9019\u5df2\u5728\u5f88\u5927\u7a0b\u5ea6\u4e0a\u91cb\u653e\u4e86\u60c5\u7dd2\u9762\u98a8\u96aa\u3002\u65b0\u4efbCEO\u627f\u8afe\u5ef6\u7e8c\u65e2\u5b9a\u6230\u7565\uff0c\u6d88\u9664\u4e86\u6700\u5927\u7684\u4e0d\u78ba\u5b9a\u6027\u3002\u66f4\u91cd\u8981\u7684\u662f\uff0c\u5176\u6536\u8cfc\u4e26\u6301\u6709\u73fe\u91d1\u6d41\u7a69\u5b9a\u4f01\u696d\u7684\u5546\u696d\u6a21\u5f0f\u672c\u8eab\uff0c\u5728\u7d93\u6fdf\u4e0b\u884c\u6216\u79d1\u6280\u6ce1\u6cab\u7834\u88c2\u6642\u53cd\u800c\u5f70\u986f\u9632\u79a6\u50f9\u503c\u3002\u5e02\u5834\u5c0dAI\u6ce1\u6cab\u7684\u64d4\u6182\uff0c\u53ef\u80fd\u4fc3\u4f7f\u8cc7\u91d1\u91cd\u65b0\u5be9\u8996\u9019\u7a2e\u5177\u6709\u78ba\u5b9a\u6027\u548c\u6301\u7e8c\u73fe\u91d1\u751f\u6210\u80fd\u529b\u7684\u50b3\u7d71\u79d1\u6280\u5546\u696d\u6a21\u5f0f\uff0c\u5f9e\u800c\u69cb\u6210\u80a1\u50f9\u652f\u6490\u3002<\/p>\n<p>\u7d9c\u5408\u4f86\u770b\uff0cTelus\u3001Descartes 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