{"id":716371,"date":"2026-02-05T13:16:44","date_gmt":"2026-02-05T05:16:44","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=716371"},"modified":"2026-02-05T13:16:44","modified_gmt":"2026-02-05T05:16:44","slug":"%e5%b8%82%e5%80%bc%e8%92%b8%e5%8f%91%e4%b8%87%e4%ba%bf%ef%bc%81%e7%be%8e%e8%82%a1%e8%bd%af%e4%bb%b6%e8%a1%8c%e4%b8%9a%e7%a9%ba%e5%a4%b4%e8%82%86%e8%99%90-%e5%af%b9%e5%86%b2%e5%9f%ba%e9%87%91%e5%b9%b4","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=716371","title":{"rendered":"\u5e02\u503c\u84b8\u53d1\u4e07\u4ebf\uff01\u7f8e\u80a1\u8f6f\u4ef6\u884c\u4e1a\u7a7a\u5934\u8086\u8650 \u5bf9\u51b2\u57fa\u91d1\u5e74\u5185\u72c2\u8d5a240\u4ebf\u7f8e\u5143"},"content":{"rendered":"<p>\u636e<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%8d%8e%e5%b0%94%e8%a1%97\" title=\"View all posts in \u534e\u5c14\u8857\" target=\"_blank\" class=\"tag_link\">\u534e\u5c14\u8857<\/a>\u4e24\u5bb6\u5927\u578b\u57fa\u91d1\u7684\u6d88\u606f\u4eba\u58eb\u900f\u9732\uff0c<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%af%b9%e5%86%b2%e5%9f%ba%e9%87%91\" title=\"View all posts in \u5bf9\u51b2\u57fa\u91d1\" target=\"_blank\" class=\"tag_link\">\u5bf9\u51b2\u57fa\u91d1<\/a>\u6b63\u5728\u52a0\u5927\u5bf9\u8f6f\u4ef6\u80a1\u7684<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%81%9a%e7%a9%ba\" title=\"View all posts in \u505a\u7a7a\" target=\"_blank\" class=\"tag_link\">\u505a\u7a7a<\/a>\u529b\u5ea6\uff0c\u6210\u4e3a\u4eca\u5e74\u4ee5\u6765\u8be5\u9886\u57df\u906d\u9047\u60e8\u70c8\u629b\u552e\u7684\u63a8\u624b\u4e4b\u4e00\u3002<\/p>\n<p>\u91d1\u878d<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%88%86%e6%9e%90%e5%85%ac%e5%8f%b8\" title=\"View all posts in \u5206\u6790\u516c\u53f8\" target=\"_blank\" class=\"tag_link\">\u5206\u6790\u516c\u53f8<\/a>S3 Partners\u7684\u6570\u636e\u663e\u793a\uff0c\u5bf9\u51b2\u57fa\u91d12026\u5e74\u4ee5\u6765\u5df2\u901a\u8fc7\u505a\u7a7a\u8f6f\u4ef6\u80a1\u65a9\u83b7240\u4ebf\u7f8e\u5143\u7684\u6536\u76ca\u3002\u800c\u540c\u671f\u7f8e\u80a1\u8f6f\u4ef6\u884c\u4e1a\u603b\u5e02\u503c\u84b8\u53d1\u4e861\u4e07\u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u5bf9\u51b2\u57fa\u91d1\u6d88\u606f\u4eba\u58eb\u4e0d\u613f\u5c31\u54ea\u4e9b\u4e2a\u80a1\u6b63\u906d\u9047\u52a0\u7801\u505a\u7a7a\u7f6e\u8bc4\uff0c\u4f46\u4ed6\u4eec\u8868\u793a\uff0c\u505a\u7a7a\u76ee\u6807\u4f3c\u4e4e\u96c6\u4e2d\u4e8e\u90a3\u4e9b\u4e3a\u5ba2\u6237\u63d0\u4f9b\u57fa\u7840\u81ea\u52a8\u5316\u670d\u52a1\u7684\u516c\u53f8\u2014\u2014\u8fd9\u7c7b\u670d\u52a1\u6781\u6613\u88ab\u65b0\u7684<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK0800\" data-code=\"90,BK0800\" rel=\"noopener\">\u4eba\u5de5\u667a\u80fd<\/a><\/span><span><\/span>\u5de5\u5177\u53d6\u4ee3\u3002<\/p>\n<p>\u6b63\u5982\u5bf9\u51b2\u57fa\u91d1\u4f1a\u5728\u4e0a\u6da8\u884c\u60c5\u4e2d\u8702\u62e5\u8ffd\u9010\u52a8\u91cf\u4ea4\u6613\u4e00\u6837\uff0c\u8fd9\u4e9b<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%8a%95%e8%b5%84\" title=\"View all posts in \u6295\u8d44\" target=\"_blank\" class=\"tag_link\">\u6295\u8d44<\/a>\u8005\u4e5f\u559c\u6b22\u5728\u4e0b\u8dcc\u884c\u60c5\u4e2d\u5bfb\u627e\u6240\u8c13\u7684\u201c\u4e0b\u843d\u7684\u98de\u5200\u201d\uff08falling knives\uff09\u2014\u2014\u5373\u90a3\u4e9b\u6b63\u5728\u906d\u9047\u65e0\u5dee\u522b\u629b\u552e\u7684\u6807\u7684\uff0c\u4ee5\u4fbf\u52a0\u5927\u4ed6\u4eec\u7684\u505a\u7a7a\u5934\u5bf8\u3002<\/p>\n<p>\u5f53\u524d\uff0c\u8f6f\u4ef6\u884c\u4e1a\u6b63\u597d\u63d0\u4f9b\u4e86\u8fd9\u6837\u7684\u673a\u4f1a\uff0ciShares\u6269\u5c55\u79d1\u6280\u8f6f\u4ef6ETF\uff08IGV\uff09\u672c\u5468\u4e0b\u8dcc8%\uff0c\u4f7f\u5176\u5e74\u5185\u8dcc\u5e45\u6269\u5927\u81f3\u903e21%\u3002\u81ea\u53bb\u5e749\u6708\u521b\u4e0b\u5386\u53f2\u9ad8\u70b9\u4ee5\u6765\uff0c\u8be5ETF\u5df2\u7d2f\u8ba1\u4e0b\u8dcc30%\u3002<\/p>\n<p>DA Davidson\u5206\u6790\u5e08Gil Luria\u8868\u793a\uff1a\u201c\u76ee\u524d\u5bf9\u51b2\u57fa\u91d1\u5168\u5728\u51c0\u505a\u7a7a\u8f6f\u4ef6\u884c\u4e1a\u3002\u201d<\/p>\n<p><strong>\u6700\u5927\u505a\u7a7a\u62bc\u6ce8<\/strong><\/p>\n<p>\u505a\u7a7a\u8005\u901a\u8fc7\u9884\u6d4b\u80a1\u7968\u4e0b\u8dcc\u6765\u5bfb\u6c42\u76c8\u5229\uff0c\u4ed6\u4eec\u501f\u6765\u80a1\u7968\uff0c\u5e76\u5c06\u8fd9\u4e9b\u501f\u6765\u7684\u80a1\u7968\u5356\u7ed9\u613f\u610f\u652f\u4ed8\u5e02\u573a\u4ef7\u683c\u7684\u4e70\u5bb6\u3002\u5f53\u80a1\u4ef7\u4e0b\u8dcc\u65f6\uff0c\u5356\u7a7a\u8005\u518d\u4ee5\u66f4\u5c11\u7684\u94b1\u4e70\u56de\u80a1\u7968\uff0c\u5c06\u5dee\u4ef7\u6536\u5165\u56ca\u4e2d\u3002<\/p>\n<p>\u6839\u636eS3 Partners\u7684\u6570\u636e\uff0cIGV\u6210\u5206\u80a1\u4e2d\u8bf8\u5982TeraWulf\u548cAsana\u7b49\u80a1\u7968\u76ee\u524d\u9762\u4e34\u6700\u5927\u7684\u505a\u7a7a\u62bc\u6ce8\u3002\u5bf9\u4e8eTeraWulf\uff0c\u5176\u5f53\u524d\u53ef\u4f9b\u4ea4\u6613\u80a1\u4efd\u4e2d\u6709\u8d85\u8fc735%\u88ab\u505a\u7a7a\u3002Asana\u7684\u8fd9\u4e00\u6bd4\u4f8b\u4e3a25%\u3002\u6b64\u5916\uff0cDropbox\u548cCipher Mining\u5206\u522b\u670919%\u548c17%\u7684\u6d41\u901a\u80a1\u88ab\u505a\u7a7a\u3002<\/p>\n<p>\u5728IGV\u4e2d\uff0c\u4eca\u5e74\u8fc4\u4eca\u80a1\u4ef7\u8868\u73b0\u6700\u5dee\u7684\u5305\u62ec\u62a5\u7a0e\u8f6f\u4ef6\u5236\u9020\u5546Intuit\u548c\u5904\u7406PDF\u53ca\u5176\u4ed6\u6587\u6863\u7684DocuSign\uff0c\u4e24\u8005\u8dcc\u5e45\u5747\u8d85\u8fc730%\u3002<\/p>\n<p>\u8be5ETF\u4e2d\u4e00\u4e9b\u6700\u5927\u7684\u80a1\u7968\u4eca\u5e74\u4e5f\u906d\u53d7\u91cd\u521b\uff0c<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.MSFT\" data-code=\"105,MSFT\" rel=\"noopener\">\u5fae\u8f6f<\/a><\/span><span><\/span>\u548c<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/106.ORCL\" data-code=\"106,ORCL\" rel=\"noopener\">\u7532\u9aa8\u6587<\/a><\/span><span><\/span>\u5206\u522b\u4e0b\u8dcc15%\u548c21%\u3002\u800cSalesforce\u3001Adobe\u548cServiceNow\u5747\u8dcc\u8d8520%\u3002<\/p>\n<p>\u8fd1\u51e0\u4e2a\u6708\u6765\uff0c\u968f\u7740<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK0800\" data-code=\"90,BK0800\"><a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd\" title=\"View all posts in \u4eba\u5de5\u667a\u80fd\" target=\"_blank\" class=\"tag_link\">\u4eba\u5de5\u667a\u80fd<\/a><\/span>\u4ece\u8bb8\u591a\u516c\u53f8\u7684\u5229\u597d\u56e0\u7d20\u8f6c\u53d8\u4e3a\u6f5c\u5728\u7684\u98a0\u8986\u6027\u5a01\u80c1\uff0c\u8f6f\u4ef6\u80a1\u4e00\u76f4\u627f\u538b\u3002\u5468\u4e8c\uff0c\u7f8e\u80a1\u8f6f\u4ef6\u80a1\u5927\u5e45\u4e0b\u8dcc\uff0c\u6050\u614c\u60c5\u7eea\u8513\u5ef6\u81f3\u5168\u7403\u3002\u6700\u8fd1\u8fd9\u8f6e\u629b\u552e\u6f6e\u7684\u5bfc\u706b\u7d22\u662f<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%be%8e%e5%9b%bd\" title=\"View all posts in \u7f8e\u56fd\" target=\"_blank\" class=\"tag_link\">\u7f8e\u56fd<\/a>AI\u521d\u521b\u516c\u53f8 Anthropic\u53d1\u5e03\u7684\u4e00\u6b3e\u65b0\u5de5\u5177\uff0c\u8fd9\u6b3e\u5de5\u5177\u52a0\u5267\u4e86\u6295\u8d44\u8005\u5bf9\u8f6f\u4ef6\u884c\u4e1a\u5c06\u53d7AI\u98a0\u8986\u7684\u62c5\u5fe7\u3002<\/p>\n<p>\u4e0d\u8fc7\uff0c\u6709\u6295\u884c\u4eba\u58eb\u6307\u51fa\uff0c\u4ece\u4fe1\u8d37\u5c42\u9762\u6765\u770b\uff0c\u76ee\u524d\u5c1a\u672a\u51fa\u73b0\u5927\u89c4\u6a21\u6050\u614c\u60c5\u7eea\uff0c\u4f01\u4e1a\u7684\u5faa\u73af\u4fe1\u8d37\u989d\u5ea6\u5c1a\u672a\u88ab\u52a8\u7528\u3002<\/p>\n<p>\u4e00\u4e9b\u5206\u6790\u5e08\u79f0\uff0c\u968f\u7740\u591a\u5bb6\u8f6f\u4ef6\u516c\u53f8\u5373\u5c06\u53d1\u5e03\u8d22\u62a5\uff0c\u5e02\u573a\u60c5\u7eea\u53ef\u80fd\u5f88\u5feb\u5c31\u4f1a\u53d1\u751f\u8f6c\u53d8\u3002<\/p>\n<p>(\u6765\u6e90:\u5929\u5929\u57fa\u91d1\u7f51)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u636e\u534e\u5c14\u8857\u4e24\u5bb6\u5927\u578b\u57fa\u91d1\u7684\u6d88\u606f\u4eba\u58eb\u900f\u9732\uff0c\u5bf9\u51b2\u57fa\u91d1\u6b63\u5728\u52a0\u5927\u5bf9\u8f6f\u4ef6\u80a1\u7684\u505a\u7a7a\u529b\u5ea6\uff0c\u6210\u4e3a\u4eca\u5e74\u4ee5\u6765\u8be5\u9886\u57df\u906d\u9047\u60e8\u70c8\u629b\u552e\u7684\u63a8\u624b\u4e4b [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"aside","meta":[],"categories":[232],"tags":[148,368,283,142,80,93,241,367],"views":85,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/716371"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=716371"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/716371\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=716371"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=716371"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=716371"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}