{"id":723134,"date":"2026-02-13T06:33:52","date_gmt":"2026-02-12T22:33:52","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=723134"},"modified":"2026-02-13T06:33:52","modified_gmt":"2026-02-12T22:33:52","slug":"2%e6%9c%8813%e6%97%a5%e7%be%8e%e8%82%a1%e6%88%90%e4%ba%a4%e9%a2%9d%e5%89%8d20%ef%bc%9a%e6%80%9d%e7%a7%91%e9%87%8d%e6%8c%ab12-3%ef%bc%8c%e5%86%85%e5%ad%98%e4%bb%b7%e6%a0%bc%e6%8c%81%e7%bb%ad%e9%a3%99","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=723134","title":{"rendered":"2\u670813\u65e5\u7f8e\u80a1\u6210\u4ea4\u989d\u524d20\uff1a\u601d\u79d1\u91cd\u632b12.3%\uff0c\u5185\u5b58\u4ef7\u683c\u6301\u7eed\u98d9\u5347\u4ee4\u5176\u4e1a\u7ee9\u627f\u538b"},"content":{"rendered":"<p>\u5468\u56db\u7f8e\u80a1\u6210\u4ea4\u989d\u7b2c1\u540d\u82f1\u4f1f\u8fbe\u6536\u8dcc1.64%\uff0c\u6210\u4ea4353.21\u4ebf\u7f8e\u5143\u3002\u636e\u62a5\u9053\uff0c<a href=\"https:\/\/www.alphaseek.cn\/?tag=openai\" title=\"View all posts in OpenAI\" target=\"_blank\" class=\"tag_link\">OpenAI<\/a>\u63a8\u51fa\u9996\u6b3e\u642d\u8f7d\u82f1\u4f1f\u8fbe\u7ade\u4e89\u5bf9\u624bCerebras<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%8a%af%e7%89%87\" title=\"View all posts in \u82af\u7247\" target=\"_blank\" class=\"tag_link\">\u82af\u7247<\/a>\u7684AI\u6a21\u578b\u3002<\/p>\n<p>\u8be5\u62a5\u9053\u79f0\uff0cOpenAI\u53d1\u5e03\u9996\u6b3e\u57fa\u4e8e\u534a\u5bfc\u4f53\u521d\u521b\u516c\u53f8Cerebras Systems\u82af\u7247\u7684<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>\u6a21\u578bGPT-5.3-Codex-Spark\u3002\u8be5\u6a21\u578b\u662f\u5176\u6700\u65b0\u4ee3\u7801\u81ea\u52a8\u5316\u8f6f\u4ef6Codex\u7684\u8f7b\u91cf\u7ea7\u4f46\u66f4\u5feb\u901f\u7248\u672c\uff0c\u65e8\u5728\u4e0eAlphabet\u65d7\u4e0b<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/GOOG.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u8c37\u6b4c<\/a><\/span><span><\/span>\u53caAnthropic\u7b49\u516c\u53f8\u5728AI\u7f16\u7a0b\u52a9\u624b\u5e02\u573a\u5c55\u5f00\u7ade\u4e89\u3002<\/p>\n<p>\u7b2c2\u540d<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/TSLA.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u7279\u65af\u62c9<\/a><\/span><span><\/span>\u6536\u8dcc2.62%\uff0c\u6210\u4ea4258.1\u4ebf\u7f8e\u5143\u3002\u636eteslarati\u62a5\u9053\uff0c\u7279\u65af\u62c9\u5728\u745e\u5178\u7684\u8d85\u5145\u7ad9\u56e0\u4e0eIF 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class=\"tag_link\">\u80fd\u6e90<\/a>\u7f51\u7edc\u7684\u7535\u5de5\u88abSeko\u5de5\u4f1a\u5377\u5165\u540c\u60c5\u7f62\u5de5\uff0c\u963b\u6b62\u4e86\u8be5\u7ad9\u70b9\u7684\u8fde\u63a5\u3002<\/p>\n<p>\u7b2c3\u540d<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/AAPL.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u82f9\u679c<\/a><\/span><span><\/span>\u6536\u8dcc5%\uff0c\u5f55\u5f972025\u5e744\u6708\u521d\u4ee5\u6765\u7684\u6700\u5927\u5355\u65e5\u8dcc\u5e45\uff0c\u6210\u4ea4204.3\u4ebf\u7f8e\u5143\u3002\u636e\u62a5\u9053\uff0c<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%8b%b9%e6%9e%9c\" title=\"View all posts in \u82f9\u679c\" target=\"_blank\" class=\"tag_link\">\u82f9\u679c<\/a>\u5f00\u53d1\u65b0\u7248Siri\u518d\u9047\u963b\u529b\u3002<\/p>\n<p>\u79d1\u6280\u8bb0\u8005\u9a6c\u514b-\u53e4\u5c14\u66fc\u53d1\u6587\u79f0\uff0c\u82f9\u679c\u516c\u53f8\u7b79\u5212\u5df2\u4e45\u7684Siri\u865a\u62df\u52a9\u624b\u5347\u7ea7\u5728\u6700\u8fd1\u51e0\u5468\u7684\u6d4b\u8bd5\u4e2d\u9047\u5230\u95ee\u9898\uff0c\u591a\u9879\u5907\u53d7\u671f\u5f85\u7684\u529f\u80fd\u53ef\u80fd\u4f1a\u63a8\u8fdf\u53d1\u5e03\u3002\u82f9\u679c\u539f\u8ba1\u5212\u5c06\u8fd9\u4e9b\u65b0\u529f\u80fd\u7eb3\u5165\u5b9a\u4e8e3\u6708\u53d1\u5e03\u7684\u66f4\u65b0\u7cfb\u7edfiOS 26.4\u4e2d\uff0c\u4f46\u76ee\u524d\u6b63\u8003\u8651\u5728\u672a\u6765\u7684\u7248\u672c\u4e2d\u5c06\u5176\u9646\u7eed\u63a8\u51fa\u3002\u8fd9\u610f\u5473\u7740\uff0c\u81f3\u5c11\u90e8\u5206\u529f\u80fd\u53ef\u80fd\u8981\u7b49\u52305\u6708iOS 26.5\u751a\u81f39\u6708iOS 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target=\"_blank\" class=\"tag_link\">\u5e93\u514b<\/a>\uff0c\u5bf9\u8be5\u5e73\u53f0\u8fd0\u8425\u4e2d\u53ef\u80fd\u5b58\u5728\u7684\u653f\u6cbb\u504f\u89c1\u5c55\u5f00\u5ba1\u67e5\u3002<\/p>\n<p>\u5f17\u683c\u68ee\u5728\u5468\u4e09\u53d1\u5e03\u4e8eX\u5e73\u53f0\u7684\u4fe1\u4ef6\u4e2d\u5199\u9053\uff1a\u201c\u8fd1\u671f\u6709\u62a5\u9053\u79f0\uff0c\u82f9\u679c\u65b0\u95fb\u7cfb\u7edf\u6027\u5730\u4f18\u5148\u63a8\u9001\u5de6\u7ffc\u5a92\u4f53\u7684\u65b0\u95fb\u6587\u7ae0\uff0c\u540c\u65f6\u6253\u538b\u7acb\u573a\u66f4\u504f\u4fdd\u5b88\u7684\u5a92\u4f53\u5185\u5bb9\u3002\u201d<\/p>\n<p>\u7b2c7\u540d<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/SNDK.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u95ea\u8fea<\/a><\/span><span><\/span>\u6536\u9ad85.16%\uff0c\u6210\u4ea4147.11\u4ebf\u7f8e\u5143\u3002\u5468\u56db\u7f8e\u80a1\u5b58\u50a8\u6982\u5ff5\u80a1\u5ef6\u7eed\u8fd1\u671f\u6da8\u52bf\u3002\u4eca\u5e74\u8fc4\u4eca\uff0c\u95ea\u8fea\u5df2\u4e0a\u6da8\u8d85\u8fc7160%\u3002<\/p>\n<p>\u7b2c9\u540dPalantir\u6536\u8dcc4.83%\uff0c\u6210\u4ea495.28\u4ebf\u7f8e\u5143\u3002\u201c\u5927\u7a7a\u5934\u201d\u4f2f\u91cc\u8b66\u544aPalantir\u80a1\u4ef7\u5c06\u8dcc\u8fd160%\u3002<\/p>\n<p>\u636e\u62a5\u9053\uff0cPalantir\u5ba3\u5e03\u83b7\u5f97\u7f8e\u56fd\u56fd\u9632\u4fe1\u606f\u7cfb\u7edf\u5c40\uff08DISA\uff09\u4e00\u9879\u91cd\u8981\u6388\u6743\uff0c\u4e0e\u6b64\u540c\u65f6\uff0c\u77e5\u540d<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>\u4eba\u8fc8\u514b\u5c14-\u4f2f\u91cc\u5bf9\u8be5\u80a1\u53d1\u8868\u8c28\u614e\u770b\u6cd5\u3002\u4ed6\u8fd1\u65e5\u8b66\u544a\u79f0\uff0cPalantir\u80a1\u4ef7\u5c06\u51fa\u73b0\u91cd\u5927\u6280\u672f\u6027\u66b4\u8dcc\uff0c\u5373\u5c06\u66b4\u8dcc\u8fd160%\uff0cPalantir\u80a1\u4ef7\u7684\u4e0b\u4e00\u4e2a\u652f\u6491\u4f4d\u572880\u7f8e\u5143\u9644\u8fd1\uff0c\u800c\u6700\u7ec8\u7684\u201c\u7740\u9646\u533a\u201d\u5219\u572850\u81f360\u7f8e\u5143\u4e4b\u95f4\u3002<\/p>\n<p>\u7b2c12\u540dApplovin\u6536\u8dcc19.68%\uff0c\u6210\u4ea470.79\u4ebf\u7f8e\u5143\u3002\u8be5\u80a1\u4eca\u5e74\u8fc4\u4eca\u5df2\u4e0b\u8dcc\u8d85\u8fc745%\u3002<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/UBS.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u745e\u94f6<\/a><\/span><span><\/span>\u5206\u6790\u5e08\u5728\u8be5\u516c\u53f8\u7b2c\u56db\u5b63\u5ea6\u8d22\u62a5\u53d1\u5e03\u524d\u4e0b\u8c03\u4e86\u5176\u76ee\u6807\u4ef7\u3002\u8be5\u5206\u6790\u5e08\u5c06\u80a1\u7968\u76ee\u6807\u4ef7\u4ece840\u7f8e\u5143\u5927\u5e45\u4e0b\u8c03\u81f3686\u7f8e\u5143\uff0c\u4f46\u4ecd\u7ef4\u6301\u201c\u4e70\u5165\u201d\u8bc4\u7ea7\u3002\u6b64\u6b21\u8c03\u6574\u6b63\u503cAppLovin\u5373\u5c06\u53d1\u5e03\u8d22\u52a1<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%b8%9a%e7%bb%a9\" title=\"View all posts in \u4e1a\u7ee9\" target=\"_blank\" class=\"tag_link\">\u4e1a\u7ee9<\/a>\u4e4b\u9645\u3002\u76ee\u6807\u4ef7\u7684\u5927\u5e45\u4e0b\u8c03\u53ef\u80fd\u5411\u6295\u8d44\u8005\u91ca\u653e\u4e86\u66f4\u4e3a\u8c28\u614e\u7684\u4fe1\u53f7\uff0c\u5bfc\u81f4\u8d22\u62a5\u6b63\u5f0f\u516c\u5e03\u524d\u51fa\u73b0\u629b\u552e\u3002<\/p>\n<p>\u5206\u6790\u5e08\u6307\u51fa\uff0cAppLovin\u80a1\u4ef7\u6ce2\u52a8\u6781\u4e3a\u5267\u70c8\uff0c\u8fc7\u53bb\u4e00\u5e74\u4e2d\u5355\u65e5\u6da8\u8dcc\u5e45\u8d85\u8fc75%\u7684\u60c5\u5f62\u8fbe62\u6b21\u3002\u5728\u6b64\u80cc\u666f\u4e0b\uff0c\u4eca\u65e5\u7684\u4e0b\u8dcc\u8868\u660e\u5e02\u573a\u8ba4\u4e3a\u8be5\u6d88\u606f\u5177\u6709\u53c2\u8003\u610f\u4e49\uff0c\u4f46\u5e76\u975e\u4f1a\u6839\u672c\u6539\u53d8\u5bf9\u5176\u4e1a\u52a1\u8ba4\u77e5\u7684\u91cd\u5927\u4e8b\u4ef6\u3002<\/p>\n<p>\u7b2c17\u540d<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/CSCO.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u601d\u79d1<\/a><\/span><span><\/span>\u6536\u8dcc12.32%\uff0c\u6210\u4ea451.87\u4ebf\u7f8e\u5143\u3002\u601d\u79d1\u5173\u4e8e\u5185\u5b58\u4ef7\u683c\u5f71\u54cd\u7684\u8bc4\u8bba\u4ee4\u5468\u56db\u79d1\u6280\u80a1\u627f\u538b\uff0c\u5176\u80a1\u7968\u4e5f\u521b\u4e0b\u81ea2022\u5e745\u670819\u65e5\u66b4\u8dcc13.7%\u4ee5\u6765\u7684\u6700\u5927\u5355\u65e5\u8dcc\u5e45\u3002<\/p>\n<p>\u5185\u5b58\u4ef7\u683c\u6301\u7eed\u98d9\u5347\uff0c\u4f7f\u601d\u79d1\u6210\u4e3a\u65b0\u7684\u201c\u53d7\u5bb3\u8005\u201d\u3002\u8be5\u516c\u53f8\u5468\u4e09\u5348\u540e\u62ab\u9732\uff0c\u6700\u65b0\u5b63\u5ea6\u7684\u5185\u5b58\u4ef7\u683c\u4e0a\u6da8\u62d6\u7d2f\u4e86\u6bdb\u5229\u7387\u3002<\/p>\n<p>\u201c\u5728\u5185\u5b58\u65b9\u9762\uff0c\u6211\u4eec\u5c06\u628a\u63a7\u53ef\u63a7\u56e0\u7d20\uff0c\u201d\u601d\u79d1\u9996\u5e2d\u6267\u884c\u5b98\u67e5\u514b\u00b7\u7f57\u5bbe\u65af\u5728\u8d22\u62a5\u7535\u8bdd\u4f1a\u8bae\u4e0a\u8868\u793a\u3002\u4ed6\u6307\u51fa\u516c\u53f8\u5df2\u5236\u5b9a\u591a\u9879\u65b9\u6848\u5e94\u5bf9\u4ef7\u683c\u98d9\u5347\uff0c\u5305\u62ec\u4e0a\u8c03\u90e8\u5206\u4ea7\u54c1\u4ef7\u683c\uff0c\u5e76\u201c\u6b63\u5728\u4fee\u8ba2\u4e0e\u6e20\u9053\u5408\u4f5c\u4f19\u4f34\u53ca\u5ba2\u6237\u7684\u5408\u540c\u6761\u6b3e\uff0c\u4ee5\u5e94\u5bf9\u4e0d\u65ad\u53d8\u5316\u7684\u7ec4\u4ef6\u4ef7\u683c\u201d\uff0c\u201c\u603b\u4f53\u800c\u8a00\uff0c\u6211\u4eec\u6709\u4fe1\u5fc3\u6bd4\u540c\u884c\u66f4\u4ece\u5bb9\u5730\u5e94\u5bf9\u5168\u884c\u4e1a\u7684\u8fd9\u4e00\u52a8\u6001\u3002\u201d<\/p>\n<p>\u745e\u7a57\u8bc1\u5238\u4ea4\u6613\u53f0\u5206\u6790\u5e08\u4e54\u4e39\u00b7\u514b\u83b1\u56e0\uff08Jordan 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