[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio87d38990":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio87d38990","AI革命仍处早期阶段！“牛市棋手”Ives看好Palantir(PLTR)领跑企业级AI软件赛道","\u002Fdoc\u002Fdcio87d38990","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，有“牛市棋手”之称的Wedbush分析师Dan Ives表示，当前人工智能革命仍处于“第三局初期阶段”，而Palantir(PLTR)已在企业级AI应用落地中脱颖而出，成为软件行业中的领先者。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Ives在接受采访时称，Palantir最新公布的季度业绩“令人惊叹”，公司凭借成熟的AI应用场景和不断扩大的大型企业客户基础，正处于独特的竞争优势位置。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">针对市场对公司商业业务收入略低于预期的担忧，Ives表示，这主要源于一笔约2000万美元的订单从商业板块转移至政府业务，并不反映需求疲弱。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">他指出，公司政府AI业务持续加速增长，加之强劲的业绩指引，进一步验证了其增长动能。Ives表示“公司业绩表现‘远超预期’，在软件行业中已处于‘完全不同的层级’，竞争对手仍在努力追赶。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Ives强调，美国政府在人工智能领域的支出规模庞大，是推动行业增长的重要动力。他将其形容为“下金蛋的鹅”，并预计相关合同规模可能达到数千亿美元，长期甚至有望达到万亿美元级别。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">他指出，未来两到三年内，许多软件公司的政府业务规模有望实现翻倍增长，联邦机构正在“全面押注人工智能”。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">在监管方面，Ives认为，技术发展速度可能远超监管约束，行业不会因政策而显著放缓。与此同时，他指出，随着智能体AI的发展，网络安全风险正在上升，并称其为当前“最具关联性的投资主题”。他预计，企业为应对更复杂的安全威胁，相关安全预算可能提升约50%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">展望未来，Ives对软件行业整体仍持乐观态度。他认为，近期板块下跌存在“错杀”现象，随着AI发展进入新阶段，行业增长有望重新加速。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]