{"id":760493,"date":"2026-04-13T13:59:30","date_gmt":"2026-04-13T05:59:30","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=760493"},"modified":"2026-04-13T13:59:30","modified_gmt":"2026-04-13T05:59:30","slug":"%e5%88%ab%e5%86%8d%e7%b4%a7%e7%9b%af%e7%be%8e%e4%bc%8a-%e7%9c%8b%e7%9c%8b%e7%a7%91%e6%8a%80%e8%82%a1%ef%bc%81%e5%8d%8e%e5%b0%94%e8%a1%97%e5%bc%ba%e6%8e%a8%ef%bc%9a%e7%8e%b0%e5%9c%a8%e6%98%af%e5%85%a5","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=760493","title":{"rendered":"\u522b\u518d\u7d27\u76ef\u7f8e\u4f0a 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class=\"tag_link\">\u7b56\u7565<\/a>\u5e08\u4eec\u8ba4\u4e3a\u5e02\u573a\u6ce2\u52a8\u8fdc\u672a\u7ed3\u675f\uff0c\u800c\u8f6f\u4ef6\u7b49\u884c\u4e1a\u6b64\u524d\u5df2\u906d\u53d7\u91cd\u521b\uff0c\u4f46\u4ed6\u4eec\u5f3a\u8c03<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>\uff08AI\uff09\u4ecd\u7136\u662f\u5f3a\u52b2\u7684\u50ac\u5316\u5242\u3002<\/p>\n<p><strong>\u8f6f\u4ef6\u80a1<\/strong><\/p>\n<p>FedWatch Advisors\u521b\u59cb\u4ebaBen Emons\u5728\u63a5\u53d7\u91c7\u8bbf\u65f6\u8bf4\u9053\uff1a\u201c\u663e\u7136\uff0c\u5e02\u573a\u53cd\u5e94\u6709\u4e9b\u8fc7\u6fc0\u3002\u6211\u8ba4\u4e3a\uff0c\u9664\u4e86<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK0427\" data-code=\"90,BK0427\" rel=\"noopener\">\u516c\u7528\u4e8b\u4e1a<\/a><\/span><span><\/span>\u9a71\u52a8\u578b\u91d1\u878d\u80a1\u4e4b\u5916\uff0c<strong>\u4e00\u4e9b\u8f6f\u4ef6\u80a1\u4e5f\u53ef\u80fd\u6210\u4e3a\u6709\u8da3\u7684<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>\u6807\u7684\u3002<\/strong>\u201d<\/p>\n<p>\u8fd9\u79cd\u4e0d\u786e\u5b9a\u6027\u5728Palantir Technologies\u7b49\u516c\u53f8\u7684\u80a1\u4ef7\u4e0a\u4f53\u73b0\u5f97\u6dcb\u6f13\u5c3d\u81f4\uff0c\u8be5\u516c\u53f8\u80a1\u4ef7\u4e0a\u5468\u4e0b\u8dcc\u4e8614%\u3002\u8fd9\u5bb6\u8f6f\u4ef6\u56fd\u9632\u627f\u5305\u5546\u906d\u5230\u4e86\u300a\u5927\u7a7a\u5934\u300b\u6295\u8d44\u4eba\u8fc8\u514b\u5c14\u00b7\u4f2f\u91cc\u7684\u62a8\u51fb\uff0c\u4f46\u540c\u65f6\u4e5f\u83b7\u5f97\u4e86<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%89%b9%e6%9c%97%e6%99%ae\" title=\"View all posts in \u7279\u6717\u666e\" target=\"_blank\" class=\"tag_link\">\u7279\u6717\u666e<\/a>\u603b\u7edf\u7684\u516c\u5f00\u652f\u6301\u3002<\/p>\n<p>\u5c3d\u7ba1\u5e02\u573a\u4e00\u7247\u54d7\u7136\uff0c\u8d44\u7ba1\u516c\u53f8Gibbens Capital\u9996\u5e2d\u6295\u8d44\u5b98Mark Gibbens\u8868\u793a\uff0c\u73b0\u5728\u662f\u201c\u5165\u573a\u7684<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/106.HSY\" data-code=\"106,HSY\" rel=\"noopener\">\u597d\u65f6<\/a><\/span><span><\/span>\u673a\u201d\u3002<\/p>\n<p>\u4ed6\u63d0\u5230\uff0c\u8fd1\u671f\u8f6f\u4ef6\u80a1\u629b\u552e\u6f6e\u5f15\u53d1\u7684\u6000\u7591\u60c5\u7eea\u4e5f\u8513\u5ef6\u5230\u4e86<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.PANW\" data-code=\"105,PANW\" rel=\"noopener\">\u6d3e\u62d3\u7f51\u7edc<\/a><\/span><span><\/span>\uff08Palo Alto Networks\uff09\uff0c\u8be5\u516c\u53f8\u662f\u4f01\u4e1a\u9632\u706b\u5899\u7684\u65e9\u671f\u63a8\u52a8\u8005\u548c\u5e02\u573a\u9886\u5bfc\u8005\uff0c\u5176\u80a1\u4ef7\u4eca\u5e74\u5df2\u8dcc\u8d858%\u3002<\/p>\n<p>Gradient Investments\u9ad8\u7ea7\u6295\u8d44\u7ec4\u5408\u7ecf\u7406Keith Gangl\u4e5f\u8868\u793a\uff0c<strong>\u65e0\u8bba<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%ae%8f%e8%a7%82%e7%bb%8f%e6%b5%8e\" title=\"View all posts in \u5b8f\u89c2\u7ecf\u6d4e\" target=\"_blank\" class=\"tag_link\">\u5b8f\u89c2\u7ecf\u6d4e<\/a>\u5f62\u52bf\u5982\u4f55\uff0c\u5b89\u5168\u8f6f\u4ef6\u4ecd\u7136\u662fIT\u90e8\u95e8\u7684\u9996\u8981\u4efb\u52a1\u3002<\/strong>\u4ed6\u79f0\u8fd9\u662f\u4e00\u4e2a\u96be\u5f97\u7684\u673a\u4f1a\uff0c\u53ef\u4ee5\u4e70\u5165\u4e00\u53ea\u201c\u4ef7\u683c\u4f4e\u4e8e\u6b63\u5e38\u6c34\u5e73\u201d\u7684\u9ad8\u8d28\u91cf\u80a1\u7968\u3002<\/p>\n<p>\u201c\u6211\u8ba4\u4e3a<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.PANW\" data-code=\"105,PANW\">\u6d3e\u62d3\u7f51\u7edc<\/span>\u4f1a\u662f\u8d62\u5bb6\uff0c\u201d\u4ed6\u8865\u5145\u9053\u3002<\/p>\n<p>\u6b64\u5916\uff0c<strong><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><\/strong>\u4e5f\u9762\u4e34\u7c7b\u4f3c\u7684\u538b\u529b\uff0c\u4e0a\u5468\u80a1\u4ef7\u4e0b\u8dcc\u7ea64%\u3002\u8be5\u516c\u53f8\u8fd1\u671f\u8868\u793a\uff0c\u5c06\u88c1\u5458\u81f3\u591a3\u4e07\u4eba\uff0c\u540c\u65f6\u52a0\u5927\u5bf9<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>\u57fa\u7840\u8bbe\u65bd\u7684\u6295\u5165\u3002\u5c3d\u7ba1<strong>\u4eca\u5e74\u4ee5\u6765\u80a1\u4ef7\u5df2\u4e0b\u8dcc30%\uff0c\u4f46\u5176\u4f30\u503c\u6bd4\u540c\u7c7b\u5927\u578b\u516c\u53f8\u66f4\u4e3a\u5408\u7406\u3002<\/strong><\/p>\n<p>\u5e02\u573a\u54a8\u8be2\u516c\u53f8Pivotal Advisors\u9996\u5e2d\u6267\u884c\u5b98Tiffany McGhee\u8ba4\u4e3a\uff0c<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/106.ORCL\" data-code=\"106,ORCL\">\u7532\u9aa8\u6587<\/span>\u5f3a\u52b2\u7684\u73b0\u91d1\u6d41\u3001\u5b9a\u4ef7\u80fd\u529b\u548c\u4f01\u4e1a\u5408\u540c\u5c06\u4f7f\u5176\u8131\u9896\u800c\u51fa\u3002<\/p>\n<p>\u5979\u8868\u793a\uff0c\u201c\u6211\u4eec\u5f88\u770b\u597d<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/106.ORCL\" data-code=\"106,ORCL\">\u7532\u9aa8\u6587<\/span>\u516c\u53f8\u201d\uff0c\u5e76\u6307\u51fa\u8be5\u516c\u53f8\u662f\u201c\u6838\u5fc3\u4f01\u4e1a\u8f6f\u4ef6\u4e91\u57fa\u7840\u8bbe\u65bd\u516c\u53f8\u201d\u3002\u8be5\u516c\u53f8\u6b63\u5728\u6210\u4e3a\u201c<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK0800\" data-code=\"90,BK0800\">\u4eba\u5de5\u667a\u80fd<\/span>\u57fa\u7840\u8bbe\u65bd\u548c\u4e91\u9700\u6c42\u9886\u57df\u7684\u5173\u952e\u53c2\u4e0e\u8005\u201d\u3002<\/p>\n<p><strong>\u4e03\u5de8\u5934<\/strong><\/p>\n<p>\u8f6f\u4ef6\u884c\u4e1a\u4e3e\u6b65\u7ef4\u8270\uff0c\u800c<strong><span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.NVDA\" data-code=\"105,NVDA\" rel=\"noopener\">\u82f1\u4f1f\u8fbe<\/a><\/span><span><\/span><\/strong>\u7684\u4f30\u503c\u6545\u4e8b\u5374\u622a\u7136\u4e0d\u540c\u3002Gibbens\u8868\u793a\uff0c\u4eba\u5de5\u667a\u80fd\u9886\u57df\u7684\u9886\u5934\u7f8a\u57fa\u672c\u4e0a\u201c\u539f\u5730\u8e0f\u6b65\u201d\u3002\u8be5\u80a1\u5df2\u4ece\u8fd1\u671f\u9ad8\u70b9\u56de\u843d\uff0c<strong>\u76ee\u524d\u5e02\u76c8\u7387\u4ec5\u4e3a21\u500d\u3002<\/strong>Gibbens\u8ba4\u4e3a\uff0c<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK1036\" data-code=\"90,BK1036\" rel=\"noopener\">\u534a\u5bfc\u4f53<\/a><\/span><span><\/span>\u884c\u4e1a\u7684\u9f99\u5934\u4f01\u4e1a\u201c\u4ecd\u7136\u662f\u503c\u5f97\u6295\u8d44\u7684\u9886\u57df\u201d\u3002<\/p>\n<p><span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK1364\" data-code=\"90,BK1364\" rel=\"noopener\">\u8d44\u4ea7\u7ba1\u7406<\/a><\/span><span><\/span>\u516c\u53f8Yacktman Asset Management\u603b\u88c1Molly Pieroni\u8ba4\u4e3a\uff0c\u201c\u4e03\u5927\u5de8\u5934\u201d\u4e2d\u7684\u8bb8\u591a\u80a1\u7968\u201c\u5bf9\u4e8e\u4ef7\u503c\u6295\u8d44\u8005\u6765\u8bf4\u4ef7\u683c\u8fc7\u9ad8\u201d\u3002<\/p>\n<p>\u4e0d\u8fc7\uff0c\u5979\u6307\u51fa\uff0c<strong><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><\/strong>Azure\u5728\u76f8\u5173\u9886\u57df\u7684\u7edf\u6cbb\u5730\u4f4d\uff0c\u4ee5\u53ca<strong>\u8c37\u6b4c\u6bcd\u516c\u53f8Alphabet<\/strong>\u65d7\u4e0b\u7684 DeepMind\u3001YouTube \u548cWaymo\u7b49\u4f01\u4e1a\u63d0\u4f9b\u4e86\u201c\u591a\u79cd\u91ca\u653e\u4ef7\u503c\u7684\u65b9\u5f0f\u201d\u3002<\/p>\n<p>(\u6765\u6e90:\u5929\u5929\u57fa\u91d1\u7f51)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5c3d\u7ba1\u5730\u7f18\u653f\u6cbb\u7d27\u5f20\u5c40\u52bf\u4ee4\u5e02\u573a\u6301\u7eed\u52a8\u8361\uff0c\u4f46\u4e00\u4e9b\u4e13\u5bb6\u8ba4\u4e3a\uff0c\u906d\u53d7\u91cd\u521b\u7684\u79d1\u6280\u80a1\u5373\u5c06\u8fce\u6765\u4e00\u6b21\u96be\u5f97\u7684\u53cd\u5f39\u673a\u4f1a\u3002 \u4e0a\u5468\uff0c\u4f0a\u6717\u4e3a [&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":[164,148,142,191,93,241,79,88],"views":4,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/760493"}],"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=760493"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/760493\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=760493"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=760493"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=760493"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}