{"id":720871,"date":"2026-02-10T23:28:41","date_gmt":"2026-02-10T15:28:41","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=720871"},"modified":"2026-02-10T23:28:41","modified_gmt":"2026-02-10T15:28:41","slug":"%e5%8d%8e%e5%b0%94%e8%a1%97%e9%a1%b6%e7%ba%a7%e5%88%86%e6%9e%90%e5%b8%88%e6%9c%80%e6%96%b0%e8%af%84%e7%ba%a7%ef%bc%9a%e5%ae%89%e5%be%b7%e7%8e%9b%e4%b8%8b%e8%b0%83%e8%87%b3%e5%8d%96%e5%87%ba","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=720871","title":{"rendered":"\u534e\u5c14\u8857\u9876\u7ea7\u5206\u6790\u5e08\u6700\u65b0\u8bc4\u7ea7\uff1a\u5b89\u5fb7\u739b\u4e0b\u8c03\u81f3\u5356\u51fa"},"content":{"rendered":"

\u534e\u5c14\u8857<\/a>\u6700\u53d7\u5173\u6ce8\u3001\u6700\u80fd\u5f71\u54cd\u5e02\u573a\u8d70\u52bf\u7684\u7814\u7a76\u8bc4\u7ea7\u6c47\u603b\u5728\u6b64\u3002\u4ee5\u4e0b\u662f\u7531 The Fly \u6574\u7406\u7684\u3001\u6295\u8d44<\/a>\u8005\u9700\u4e86\u89e3\u7684\u4eca\u65e5\u6700\u65b0\u8bc4\u7ea7\u53d8\u52a8\u3002<\/p>\n

\u4e94\u5927\u4e0a\u8c03\u8bc4\u7ea7<\/strong><\/p>\n

    \n
  1. \n

    Arete \u5c06 Snap<\/a><\/span><\/span>\uff08\u8272\u62c9\u5e03\uff0cSNAP\uff09\u4ece\u4e2d\u6027\u4e0a\u8c03\u81f3\u4e70\u5165\uff0c\u76ee\u6807\u4ef7 7.30 \u7f8e\u5143<\/strong><\/p>\n

    \u8be5\u884c\u5728\u7814\u62a5\u4e2d\u8868\u793a\uff0c\u516c\u53f8\u6536\u5165\u589e\u957f\u6b63\u4ece\u4f9d\u8d56 \u201c\u89c4\u6a21\u4e0d\u8db3\u201d \u7684\u5e7f\u544a\u4e1a\u52a1\uff0c\u8f6c\u5411\u66f4\u9ad8\u5229\u6da6\u7387\u7684\u7ecf\u5e38\u6027\u8ba2\u9605\u6536\u5165<\/strong>\u3002<\/p>\n<\/li>\n

  2. \n

    \u5965\u672c\u6d77\u9ed8 \u5c06 Unity\uff08U\uff09\u4ece\u540c\u6b65\u5927\u5e02\u4e0a\u8c03\u81f3\u8dd1\u8d62\u5927\u5e02\uff0c\u76ee\u6807\u4ef7 38 \u7f8e\u5143<\/strong><\/p>\n

    \u8be5\u884c\u8ba4\u4e3a\uff0c\u8fd1\u671f\u56e0\u62c5\u5fe7\u8c37\u6b4c<\/a><\/span><\/span>\u7b49 \u201c\u4e16\u754c\u6a21\u578b\u201d \u4f1a\u53d6\u4ee3\u6e38\u620f<\/a>\u5f15\u64ce\u800c\u5f15\u53d1\u7684\u629b\u552e\u4ece\u6839\u672c\u4e0a\u662f\u9519\u8bef\u7684<\/strong>\uff0c\u5ffd\u89c6\u4e86 Unity \u5728\u5f00\u53d1\u73af\u8282\u4e2d\u72ec\u7279\u7684\u67b6\u6784\u4f5c\u7528\u3002<\/p>\n<\/li>\n

  3. \n

    Gordon Haskett \u5c06 Booking Holdings\uff08\u7f24\u5ba2\uff0cBKNG\uff09\u4ece\u6301\u6709\u4e0a\u8c03\u81f3\u4e70\u5165\uff0c\u76ee\u6807\u4ef7 5\uff0c440 \u7f8e\u5143<\/strong><\/p>\n

    \u8be5\u884c\u8ba4\u4e3a\u6295\u8d44\u8005\u5bf9 AI \u5e26\u6765\u7684\u7ade\u4e89\u51b2\u51fb\u62c5\u5fe7\u53cd\u5e94\u8fc7\u5ea6<\/strong>\uff0c\u4f4e\u4f30\u4e86 Booking \u7684\u8fd0\u8425\u4f18\u52bf\u4e0e\u9632\u5fa1\u6027\u58c1\u5792\u3002<\/p>\n<\/li>\n

  4. \n

    \u5927\u548c\u8bc1\u5238 \u5c06 Palantir\uff08PLTR\uff09\u4ece\u4e2d\u6027\u4e0a\u8c03\u81f3\u4e70\u5165\uff0c\u76ee\u6807\u4ef7\u4ece 200 \u7f8e\u5143\u4e0b\u8c03\u81f3 180 \u7f8e\u5143<\/strong><\/p>\n

    \u5927\u548c\u79f0\uff1a\u201c\u8d22\u62a5\u53d1\u5e03\u7559\u4e0b\u4e86\u6b63\u9762\u5370\u8c61\u3002\u201d<\/p>\n<\/li>\n

  5. \n

    \u96f7\u8499\u5fb7\u30fb\u8a79\u59c6\u65af \u5c06 Take-Two\uff08TTWO\uff09\u4ece\u8dd1\u8d62\u5927\u5e02\u4e0a\u8c03\u81f3\u5f3a\u529b\u4e70\u5165\uff0c\u76ee\u6807\u4ef7 285 \u7f8e\u5143\uff08\u4e0d\u53d8\uff09<\/strong><\/p>\n

    \u8be5\u884c\u8ba4\u4e3a\u8fd1\u671f\u629b\u552e\u8fc7\u5ea6<\/strong>\uff0c\u80a1\u4ef7\u56de\u8c03\u5e26\u6765\u4e86\u66f4\u5177\u5438\u5f15\u529b\u7684\u98ce\u9669<\/a>\u6536\u76ca\u6bd4\u3002<\/p>\n<\/li>\n<\/ol>\n

    \u4e94\u5927\u4e0b\u8c03\u8bc4\u7ea7<\/strong><\/p>\n

      \n
    1. \n

      \u6c47\u4e30 \u5c06 \u96c5\u8bd7\u5170\u9edb<\/a><\/span><\/span>\uff08EL\uff09\u4ece\u4e70\u5165\u4e0b\u8c03\u81f3\u6301\u6709\uff0c\u76ee\u6807\u4ef7\u4ece 105 \u7f8e\u5143\u4e0a\u8c03\u81f3 106 \u7f8e\u5143<\/strong><\/p>\n

      \u8be5\u884c\u8868\u793a\uff0c\u96c5\u8bd7\u5170\u9edb\u5b63\u5ea6 \u201c\u6e29\u548c\u201d \u7684\u6709\u673a\u6536\u5165\u4e0a\u8c03\uff0c\u4f4e\u4e8e\u5e02\u573a\u6b64\u524d\u9884\u671f<\/strong>\uff0c\u4ee4\u6295\u8d44\u8005\u5931\u671b\u3002<\/p>\n<\/li>\n

    2. \n

      \u82b1\u65d7 \u5c06 \u5b89\u5fb7\u739b<\/a><\/span><\/span>\uff08UAA\uff09\u4ece\u4e2d\u6027\u4e0b\u8c03\u81f3\u5356\u51fa\uff0c\u76ee\u6807\u4ef7 6.20 \u7f8e\u5143\uff08\u4e0d\u53d8\uff09<\/strong><\/p>\n

      \u8be5\u884c\u79f0\uff0c\u516c\u53f8\u5728\u5317\u7f8e\u5e02\u573a\u7684\u8f6c\u578b\u5728 2026 \u8d22\u5e74\u9762\u4e34\u591a\u91cd\u538b\u529b<\/strong>\u3002<\/p>\n<\/li>\n

    3. \n

      \u96f7\u8499\u5fb7\u30fb\u8a79\u59c6\u65af \u5c06 Wingstop\uff08WING\uff09\u4ece\u5f3a\u529b\u4e70\u5165\u4e0b\u8c03\u81f3\u8dd1\u8d62\u5927\u5e02\uff0c\u76ee\u6807\u4ef7 325 \u7f8e\u5143\uff08\u4e0d\u53d8\uff09<\/strong><\/p>\n

      \u8be5\u80a1\u4eca\u65e5\u65e9\u95f4\u4ea6\u88ab TD Cowen \u4e0b\u8c03\u8bc4\u7ea7\u3002\u96f7\u8499\u5fb7\u30fb\u8a79\u59c6\u65af\u5bf9\u5176\u77ed\u671f\u9500\u552e\u8d8b\u52bf\u6301\u8c28\u614e\u6001\u5ea6\u3002<\/p>\n<\/li>\n

    4. \n

      Truist \u5c06 Texas Roadhouse\uff08TXRH\uff09\u4ece\u4e70\u5165\u4e0b\u8c03\u81f3\u6301\u6709\uff0c\u76ee\u6807\u4ef7\u4ece 206 \u7f8e\u5143\u4e0b\u8c03\u81f3 188 \u7f8e\u5143<\/strong><\/p>\n

      \u8be5\u884c\u8ba4\u4e3a\u725b\u8089\u4ef7\u683c\u901a\u80c0<\/a>\u81f3\u5c11\u4f1a\u6301\u7eed\u5230 2027 \u5e74\uff0c\u5c06\u9650\u5236\u4f30\u503c\u6269\u5f20\uff0c\u5e76\u538b\u5236\u5229\u6da6\u7387\u4e0e\u76c8\u5229\u9884\u671f\u3002<\/p>\n<\/li>\n

    5. \n

      Loop Capital \u5c06 Monday.com\uff08MNDY\uff09\u4ece\u4e70\u5165\u4e0b\u8c03\u81f3\u6301\u6709\uff0c\u76ee\u6807\u4ef7\u4ece 195 \u7f8e\u5143\u4e0b\u8c03\u81f3 80 \u7f8e\u5143<\/strong><\/p>\n

      \u8be5\u884c\u79f0\u516c\u53f8\u5b63\u5ea6\u4e1a\u7ee9<\/a> \u201c\u5c1a\u53ef\u4f46\u4e0d\u7b97\u4eae\u773c\u201d\uff0c\u9ad8\u7aef\u5e02\u573a\u589e\u957f\u653e\u7f13\uff0c\u65b0\u4ea7\u54c1\u666e\u53ca\u901f\u5ea6\u4e0d\u53ca\u9884\u671f\u3002Baird \u4e5f\u5c06 Monday.com \u4ece\u8dd1\u8d62\u5927\u5e02\u4e0b\u8c03\u81f3\u4e2d\u6027\uff0c\u76ee\u6807\u4ef7\u4ece 175 \u7f8e\u5143\u964d\u81f3 90 \u7f8e\u5143\u3002<\/p>\n<\/li>\n<\/ol>\n

      \u4e94\u5927\u9996\u6b21 \/ \u6062\u590d\u8986\u76d6\u8bc4\u7ea7<\/strong><\/p>\n

        \n
      1. \n

        \u6469\u6839\u58eb\u4e39\u5229<\/a><\/span><\/span> \u6062\u590d\u8986\u76d6 \u9ad8\u901a<\/a><\/span><\/span>\uff08QCOM\uff09\uff0c\u8bc4\u7ea7\u4e3a\u51cf\u6301<\/a>\uff0c\u76ee\u6807\u4ef7 132 \u7f8e\u5143<\/strong><\/p>\n

        \u8be5\u884c\u79f0\u516c\u53f8\u76c8\u5229\u6f5c\u529b \u201c\u5df2\u89c1\u9876\u201d\uff0c\u4e14\u5185\u5b58\u77ed\u7f3a\u53ef\u80fd\u5728 2026 \u5e74\u4e0b\u534a\u5e74\u7ed9\u5b89\u5353\u4ea7\u4e1a\u94fe\u5e26\u6765 \u201c\u8270\u96be\u201d \u73af\u5883\u3002<\/p>\n<\/li>\n

      2. \n

        \u5df4\u514b\u83b1 \u6062\u590d\u8986\u76d6 \u78a7\u8fea\u533b\u7597\uff08BDX\uff09\uff0c\u8bc4\u7ea7\u4e3a\u589e\u6301\uff0c\u76ee\u6807\u4ef7 202 \u7f8e\u5143<\/strong><\/p>\n

        \u6b64\u524d\u516c\u53f8\u5c06\u751f\u547d\u79d1\u5b66\u751f\u7269\u5de5\u827a\u90e8\u95e8\u51fa\u552e\u7ed9\u6c83\u7279\u4e16\u3002<\/p>\n<\/li>\n

      3. \n

        Keefe Bruyette \u9996\u6b21\u8986\u76d6 Dave\uff08DAVE\uff09\uff0c\u8bc4\u7ea7\u4e3a\u8dd1\u8d62\u5927\u5e02\uff0c\u76ee\u6807\u4ef7 250 \u7f8e\u5143<\/strong><\/p>\n

        \u8be5\u884c\u8ba4\u4e3a\u5176\u6838\u5fc3\u73b0\u91d1\u57ab\u6b3e\u4ea7\u54c1 ExtraCash \u6709\u671b\u5728\u4e2d\u671f\u652f\u6491 20% \u6536\u5165\u589e\u957f<\/strong>\u3002<\/p>\n<\/li>\n

      4. \n

        \u7f57\u65af\u8d44\u672c \u9996\u6b21\u8986\u76d6 Orion Group\uff08ORN\uff09\uff0c\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u4ef7 17 \u7f8e\u5143<\/strong><\/p>\n

        \u8be5\u884c\u8ba4\u4e3a\u516c\u53f8\u6d77\u4e8b\u677f\u5757\u5c06\u53d7\u76ca\u4e8e\u7f8e\u56fd<\/a>\u6d77\u519b\u56fd\u9632\u9879\u76ee\u4e0e\u6e2f\u53e3<\/a>\u57fa\u7840\u8bbe\u65bd\u7ffb\u65b0\u5e26\u6765\u7684\u957f\u671f\u3001\u6570\u767e\u4ebf\u7f8e\u5143\u652f\u51fa\u3002<\/p>\n<\/li>\n

      5. \n

        Stephens \u9996\u6b21\u8986\u76d6 Somnigroup\uff08SGI\uff09\uff0c\u8bc4\u7ea7\u4e3a\u4e2d\u6027\uff0c\u76ee\u6807\u4ef7 89 \u7f8e\u5143<\/strong><\/p>\n

        \u8be5\u884c\u79f0 Somnigroup \u662f\u5168\u7403\u6700\u5927\u7684\u5bdd\u5177\u516c\u53f8<\/strong>\u3002<\/p>\n<\/li>\n<\/ol>\n

        \u8d23\u4efb\u7f16\u8f91\uff1a\u90ed\u660e\u715c <\/p>\n","protected":false},"excerpt":{"rendered":"

        \u534e\u5c14\u8857\u6700\u53d7\u5173\u6ce8\u3001\u6700\u80fd\u5f71\u54cd\u5e02\u573a\u8d70\u52bf\u7684\u7814\u7a76\u8bc4\u7ea7\u6c47\u603b\u5728\u6b64\u3002\u4ee5\u4e0b\u662f\u7531 The Fly \u6574\u7406\u7684\u3001\u6295\u8d44\u8005\u9700\u4e86\u89e3\u7684\u4eca\u65e5\u6700\u65b0\u8bc4 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"aside","meta":[],"categories":[4],"tags":[266,245,142,241,161,115,321,367,42,192,303],"views":53,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/720871"}],"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=720871"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/720871\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=720871"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=720871"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=720871"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}