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火火兔爸
08:22
川普现在重点是先解决债务问题,然后才有资金腾出来拉经济,明年中期选举前会呵护股市
火火兔爸
04-24
$Palantir Technologies Inc.(PLTR)$
美国共和党拟推出价值1500亿美元的全面国防计划 4月25日讯,根据一份内部文件及国会助理透露,美国国会共和党人计划推出总额达1500亿美元的国防一揽子计划,其中将为建设美国总统特朗普提出的颇具争议的"金穹"导弹防御系统拨款270亿美元,并加强舰艇建造。该提案拟通过新增资金建造14艘军舰并提升国土安全支出。这将使2025财年已批准的8860亿美元国家安全预算再增加1500亿美元。该计划将作为特朗普大规模减税法案的组成部分,该减税方案预计将在未来十年减税约5万亿美元,同时使联邦政府债务增加约5.7万亿美元。美国共和党参议员罗杰·威克透露,众参两院军事委员会的共和党领袖已敲定立法草案,最早将于当地时间周五晚间公布。
火火兔爸
04-24
$Palantir Technologies Inc.(PLTR)$
美国共和党拟推出价值1500亿美元的全面国防计划 金十数据4月25日讯,根据一份内部文件及国会助理透露,美国国会共和党人计划推出总额达1500亿美元的国防一揽子计划,其中将为建设美国总统特朗普提出的颇具争议的"金穹"导弹防御系统拨款270亿美元,并加强舰艇建造。该提案拟通过新增资金建造14艘军舰并提升国土安全支出。这将使2025财年已批准的8860亿美元国家安全预算再增加1500亿美元。该计划将作为特朗普大规模减税法案的组成部分,该减税方案预计将在未来十年减税约5万亿美元,同时使联邦政府债务增加约5.7万亿美元。美国共和党参议员罗杰·威克透露,众参两院军事委员会的共和党领袖已敲定立法草案。,最早将于当地时间周五晚间公布。
火火兔爸
04-24
不能,还是医药。。。。。。
火火兔爸
04-23
$Palantir Technologies Inc.(PLTR)$
谷歌pltr联手
火火兔爸
04-22
$Palantir Technologies Inc.(PLTR)$
五月五号盘后财报 ,留给买入的时间不多了
火火兔爸
04-22
对
@慢慢做投资:
$Palantir Technologies Inc.(PLTR)$
这是什么情况,PLTR是带上防跌buff了吗,感觉这支真的不咋容易跌哦!
火火兔爸
04-17
即将证伪本轮调整的假逻辑,即政府开支缩减将会降低对pltr的采购金额。
传SpaceX、Palantir(PLTR.US)和Anduril成特朗普“金穹顶”项目有力竞争者
火火兔爸
04-14
$Palantir Technologies Inc.(PLTR)$
北约宣称,2025年3月25日,北约通信和信息局(NCIA)与Palantir完成了Palantir Maven智能系统北约版(MSS NATO)的采购,该系统将在北约盟军行动司令部(ACO)内部使用,这标志着北约战争能力现代化的重大进展。
火火兔爸
04-10
$Palantir Technologies Inc.(PLTR)$
明显跌不下去要上
火火兔爸
04-09
$Palantir Technologies Inc.(PLTR)$
居然还有二货盘后卖出
火火兔爸
04-07
$NQ100指数主连 2506(NQmain)$
川川要重构供应链,没有降息前一切拉升都是骗炮。
火火兔爸
04-03
$苹果(AAPL)$
伴随消费下降,还会下跌
火火兔爸
03-20
$Palantir Technologies Inc.(PLTR)$
meta给出一个信号,美国AI全面入侵欧洲。
火火兔爸
03-08
$Palantir Technologies Inc.(PLTR)$
火火兔爸
03-07
这篇文章不错,转发给大家看看
Palantir(PLTR.US)向美国军方交付AI移动作战平台
火火兔爸
03-07
$Palantir Technologies Inc.(PLTR)$
美国财长贝森特:(对美国国税局)人工智能,而非人力数量,可能被用于审核税务申报。不确定减半国税局员工的消息来自何处。我们不会做任何损害税收征集的事情。
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Technologies Inc.(PLTR)$ </a> 美国共和党拟推出价值1500亿美元的全面国防计划 金十数据4月25日讯,根据一份内部文件及国会助理透露,美国国会共和党人计划推出总额达1500亿美元的国防一揽子计划,其中将为建设美国总统特朗普提出的颇具争议的\"金穹\"导弹防御系统拨款270亿美元,并加强舰艇建造。该提案拟通过新增资金建造14艘军舰并提升国土安全支出。这将使2025财年已批准的8860亿美元国家安全预算再增加1500亿美元。该计划将作为特朗普大规模减税法案的组成部分,该减税方案预计将在未来十年减税约5万亿美元,同时使联邦政府债务增加约5.7万亿美元。美国共和党参议员罗杰·威克透露,众参两院军事委员会的共和党领袖已敲定立法草案。,最早将于当地时间周五晚间公布。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 美国共和党拟推出价值1500亿美元的全面国防计划 金十数据4月25日讯,根据一份内部文件及国会助理透露,美国国会共和党人计划推出总额达1500亿美元的国防一揽子计划,其中将为建设美国总统特朗普提出的颇具争议的\"金穹\"导弹防御系统拨款270亿美元,并加强舰艇建造。该提案拟通过新增资金建造14艘军舰并提升国土安全支出。这将使2025财年已批准的8860亿美元国家安全预算再增加1500亿美元。该计划将作为特朗普大规模减税法案的组成部分,该减税方案预计将在未来十年减税约5万亿美元,同时使联邦政府债务增加约5.7万亿美元。美国共和党参议员罗杰·威克透露,众参两院军事委员会的共和党领袖已敲定立法草案。,最早将于当地时间周五晚间公布。","text":"$Palantir Technologies Inc.(PLTR)$ 美国共和党拟推出价值1500亿美元的全面国防计划 金十数据4月25日讯,根据一份内部文件及国会助理透露,美国国会共和党人计划推出总额达1500亿美元的国防一揽子计划,其中将为建设美国总统特朗普提出的颇具争议的\"金穹\"导弹防御系统拨款270亿美元,并加强舰艇建造。该提案拟通过新增资金建造14艘军舰并提升国土安全支出。这将使2025财年已批准的8860亿美元国家安全预算再增加1500亿美元。该计划将作为特朗普大规模减税法案的组成部分,该减税方案预计将在未来十年减税约5万亿美元,同时使联邦政府债务增加约5.7万亿美元。美国共和党参议员罗杰·威克透露,众参两院军事委员会的共和党领袖已敲定立法草案。,最早将于当地时间周五晚间公布。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428103518638104","isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427948174098608,"gmtCreate":1745499761315,"gmtModify":1745499763540,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"不能,还是医药。。。。。。","listText":"不能,还是医药。。。。。。","text":"不能,还是医药。。。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427948174098608","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427723919233768,"gmtCreate":1745447982699,"gmtModify":1745447988010,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 谷歌pltr联手","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 谷歌pltr联手","text":"$Palantir Technologies Inc.(PLTR)$ 谷歌pltr联手","images":[{"img":"https://static.tigerbbs.com/b497fa2a9fec6df7de7fa9deafc736cb","width":"1080","height":"1604"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427723919233768","isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":427233803748176,"gmtCreate":1745328390129,"gmtModify":1745328391532,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 五月五号盘后财报 ,留给买入的时间不多了","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 五月五号盘后财报 ,留给买入的时间不多了","text":"$Palantir Technologies Inc.(PLTR)$ 五月五号盘后财报 ,留给买入的时间不多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427233803748176","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427148780151008,"gmtCreate":1745307563573,"gmtModify":1745307565334,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"对","listText":"对","text":"对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427148780151008","repostId":"426951526322264","repostType":1,"repost":{"id":426951526322264,"gmtCreate":1745256627616,"gmtModify":1745256629457,"author":{"id":"10000000000010541","authorId":"10000000000010541","name":"慢慢做投资","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010541","authorIdStr":"10000000000010541"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <v-v data-views=\"1\"></v-v>这是什么情况,PLTR是带上防跌buff了吗,感觉这支真的不咋容易跌哦!","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <v-v data-views=\"1\"></v-v>这是什么情况,PLTR是带上防跌buff了吗,感觉这支真的不咋容易跌哦!","text":"$Palantir Technologies Inc.(PLTR)$ 这是什么情况,PLTR是带上防跌buff了吗,感觉这支真的不咋容易跌哦!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426951526322264","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425526066933896,"gmtCreate":1744898383416,"gmtModify":1744899634042,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"即将证伪本轮调整的假逻辑,即政府开支缩减将会降低对pltr的采购金额。","listText":"即将证伪本轮调整的假逻辑,即政府开支缩减将会降低对pltr的采购金额。","text":"即将证伪本轮调整的假逻辑,即政府开支缩减将会降低对pltr的采购金额。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425526066933896","repostId":"2528049711","repostType":2,"repost":{"id":"2528049711","kind":"news","pubTimestamp":1744893024,"share":"https://www.laohu8.com/m/news/2528049711?lang=&edition=full","pubTime":"2025-04-17 20:30","market":"hk","language":"zh","title":"传SpaceX、Palantir(PLTR.US)和Anduril成特朗普“金穹顶”项目有力竞争者","url":"https://stock-news.laohu8.com/highlight/detail?id=2528049711","media":"智通财经","summary":"智通财经APP获悉,据外媒援引消息人士报道,埃隆·马斯克的太空技术公司SpaceX已成为为唐纳德·特朗普总统雄心勃勃的“金穹顶”导弹防御系统开发关键部件的有力竞争者。据六名知情人士透露,SpaceX正携手软件公司Palantir以及无人机制造商Anduril,参与“金穹顶”项目关键部件开发的投标。预计由SpaceX牵头的团队不会参与卫星的武器配备工作。白宫、SpaceX、Palantir和Anduril均未立即回应Seeking Alpha的置评请求。","content":"<html><body><p>智通财经APP获悉,据外媒援引消息人士报道,埃隆·马斯克的太空技术公司SpaceX已成为为唐纳德·特朗普总统雄心勃勃的“金穹顶”导弹防御系统开发关键部件的有力竞争者。据六名知情人士透露,SpaceX正携手软件公司Palantir(PLTR.US)以及无人机制造商Anduril,参与“金穹顶”项目关键部件开发的投标。据悉,这三家公司近期已与特朗普政府高级官员以及五角大楼领导人会面,介绍他们的方案。</p><p>特朗普于3月宣布了“金穹顶”计划,该计划类似于以色列的“铁穹”防空系统,旨在抵御来袭的导弹攻击。美国国防部当时表示,负责采购与保障的国防部副部长办公室正与合作机构共同推进该计划。</p><p>消息人士透露,该方案包括部署由400至1000多颗卫星组成的卫星群,用于在全球范围内探测和追踪来袭导弹。据其中三名消息人士称,在第二阶段,一支约由200颗攻击卫星组成的独立卫星群将投入使用,这些卫星配备导弹或激光武器,用于拦截并消除威胁。预计由SpaceX牵头的团队不会参与卫星的武器配备工作。</p><p>SpaceX还提议将其参与“金穹顶”项目的模式设定为“订阅服务”,即政府支付使用该技术的费用,而非直接拥有该系统。两名消息人士称,这种订阅模式可以避开五角大楼的某些采购程序,有可能使该系统更快投入使用。</p><p>白宫、SpaceX、Palantir和Anduril均未立即回应Seeking Alpha的置评请求。</p><p>一名美国官员称,已有超过180家公司表示有兴趣为“金穹顶”项目的开发和建设贡献力量。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传SpaceX、Palantir(PLTR.US)和Anduril成特朗普“金穹顶”项目有力竞争者</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n传SpaceX、Palantir(PLTR.US)和Anduril成特朗普“金穹顶”项目有力竞争者\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-17 20:30 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1280382.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,据外媒援引消息人士报道,埃隆·马斯克的太空技术公司SpaceX已成为为唐纳德·特朗普总统雄心勃勃的“金穹顶”导弹防御系统开发关键部件的有力竞争者。据六名知情人士透露,SpaceX正携手软件公司Palantir(PLTR.US)以及无人机制造商Anduril,参与“金穹顶”项目关键部件开发的投标。据悉,这三家公司近期已与特朗普政府高级官员以及五角大楼领导人会面,介绍他们的方案。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1280382.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4613":"AI应用软件","BK4023":"应用软件","BK4547":"WSB热门概念","PLTR":"Palantir Technologies Inc.","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4543":"AI","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4585":"ETF&股票定投概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/1280382.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2528049711","content_text":"智通财经APP获悉,据外媒援引消息人士报道,埃隆·马斯克的太空技术公司SpaceX已成为为唐纳德·特朗普总统雄心勃勃的“金穹顶”导弹防御系统开发关键部件的有力竞争者。据六名知情人士透露,SpaceX正携手软件公司Palantir(PLTR.US)以及无人机制造商Anduril,参与“金穹顶”项目关键部件开发的投标。据悉,这三家公司近期已与特朗普政府高级官员以及五角大楼领导人会面,介绍他们的方案。特朗普于3月宣布了“金穹顶”计划,该计划类似于以色列的“铁穹”防空系统,旨在抵御来袭的导弹攻击。美国国防部当时表示,负责采购与保障的国防部副部长办公室正与合作机构共同推进该计划。消息人士透露,该方案包括部署由400至1000多颗卫星组成的卫星群,用于在全球范围内探测和追踪来袭导弹。据其中三名消息人士称,在第二阶段,一支约由200颗攻击卫星组成的独立卫星群将投入使用,这些卫星配备导弹或激光武器,用于拦截并消除威胁。预计由SpaceX牵头的团队不会参与卫星的武器配备工作。SpaceX还提议将其参与“金穹顶”项目的模式设定为“订阅服务”,即政府支付使用该技术的费用,而非直接拥有该系统。两名消息人士称,这种订阅模式可以避开五角大楼的某些采购程序,有可能使该系统更快投入使用。白宫、SpaceX、Palantir和Anduril均未立即回应Seeking 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Inc.(PLTR)$","images":[{"img":"https://static.tigerbbs.com/37624a723a8977493c6e0103137d4d02","width":"968","height":"1983"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411250481623576","isVote":1,"tweetType":1,"viewCount":933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":411063532306960,"gmtCreate":1741390689594,"gmtModify":1741390691755,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411063532306960","repostId":"2517343376","repostType":2,"repost":{"id":"2517343376","kind":"news","pubTimestamp":1741355701,"share":"https://www.laohu8.com/m/news/2517343376?lang=&edition=full","pubTime":"2025-03-07 21:55","market":"us","language":"zh","title":"Palantir(PLTR.US)向美国军方交付AI移动作战平台","url":"https://stock-news.laohu8.com/highlight/detail?id=2517343376","media":"智通财经","summary":"智通财经APP获悉,Palantir正在向美国陆军交付移动作战平台,这是价值1.78亿美元的Titan合同的一部分。Titan合同是这家数据分析巨头与美国军方合作的一个里程碑,也是软件在现代战争中日益重要的一个信号。Palantir美国政府业务总裁Akash Jain表示,这些卡车的功能就像“软件大脑周围的金属”。Palantir击败了雷神技术,获得了这份合同。此前,美国削减军费开支的计划引发抛售潮,Palantir的高估值引发市场质疑。","content":"<html><body><p>智通财经APP获悉,Palantir(PLTR.US)正在向美国陆军交付移动作战平台,这是价值1.78亿美元的Titan合同的一部分。Titan合同是这家数据分析巨头与美国军方合作的一个里程碑,也是软件在现代战争中日益重要的一个信号。</p><p>移动作战平台由Anduril Industries和<a href=\"https://laohu8.com/S/NOC\">诺斯罗普格鲁曼</a>(NOC.US)等分包商共同开发,从外观上看就像一辆坚固的军用卡车。其内部更像是一个工作空间,配备了可折叠的办公桌、多个屏幕和服务器。</p><p>Palantir公司开发的Titan项目是“战术情报目标接入节点”(Tactical Intelligence Targeting Access Node)的缩写,这标志着软件公司首次成为主要国防承包商。该系统的核心是Palantir的人工智能(AI)和分析技术,能够从第三方传感器和系统(包括卫星)收集数据,并对信息进行提炼,让士兵更好地了解周围环境,帮助他们更快、更准确地击中目标。</p><p>Palantir美国政府业务总裁Akash Jain表示,这些卡车的功能就像“软件大脑周围的金属”。“这确实是美国陆军试图证明的核心论点。”</p><p>Palantir击败了雷神技术(RTX.US),获得了这份合同。除了与Anduril和诺斯罗普格鲁曼公司合作外,Palantir还将L3Harris Technologies(LHX.US)和其他公司作为分包商。</p><p>此前,美国削减军费开支的计划引发抛售潮,Palantir的高估值引发市场质疑。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir(PLTR.US)向美国军方交付AI移动作战平台</title>\n<style 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10:56","market":"us","language":"zh","title":"四巨头订单就够季度目标!华尔街发现英伟达“需求远超预期”","url":"https://stock-news.laohu8.com/highlight/detail?id=1134471751","media":"华尔街见闻","summary":"芯片需求“爆表”,主宰者“英伟达”业绩或远超普遍预期。同时,他们预计其他大型科技公司和人工智能初创企业对英伟达的需求也更乐观。伯恩斯坦分析师表示,目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。他们将英伟达股票评级调至“跑赢大盘”,目股价为475美元。目前,英伟达股价为467美元左右。这一分析结果显示了对英伟达未来发展的乐观态度。","content":"<html><head></head><body><blockquote>伯恩斯坦分析师,芯片需求爆表,2024年<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>数据中心和AI芯片收入或达750亿至900亿美元,远超华尔街分析师的一致预期420亿美元。</blockquote><p style=\"text-align: justify;\">芯片需求“爆表”,主宰者“英伟达”业绩或远超普遍预期。</p><p style=\"text-align: justify;\">周一,伯恩斯坦分析师通过云计算厂商最新透露的在人工智能支出计划,测算得出英伟达的实际业绩情况可能更为乐观。</p><p style=\"text-align: justify;\"><strong>该分析师团队汇总了他们对<a href=\"https://laohu8.com/S/MSFT\">微软</a> 、Meta、字节和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a> AI 芯片支出增长的估计,发现仅这四家公司就足以让英伟达实现本季度的指导目标。</strong>同时,他们预计其他大型科技公司和人工智能初创企业对英伟达的需求也更乐观。</p><p style=\"text-align: justify;\">伯恩斯坦分析师表示,目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。随着明年封装能力的提升,<strong>英伟达将有可能在2024年创造750亿至900亿美元的数据中心和AI芯片收入,而华尔街分析师的一致预期仅为420亿美元。</strong></p><p style=\"text-align: justify;\">不过,随着人工智能基础设施建设过多,可能带来的短期和中期风险,比如对英伟达芯片需求先旺后衰,伯恩斯坦技术分析师团队淡化了这一风险。</p><p style=\"text-align: justify;\"><strong>他们将英伟达股票评级调至“跑赢大盘”,目股价为475美元。</strong>目前,英伟达股价为467美元左右。</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/906f6ead5c983b5a91f6e22ac4897ac5\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">伯恩斯坦团队表示,在未来相当长的一段时间内,至少在未来12-18个月内,预计英伟达的业绩将保持增长,并可能将持续走高。这一分析结果显示了对英伟达未来发展的乐观态度。</p><p style=\"text-align: justify;\">此前,瑞穗分析师Vijay Rakesh也指出,AI给英伟达带来的股价上行空间超乎想象,并将英伟达目标价从400美元上调至530美元。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>四巨头订单就够季度目标!华尔街发现英伟达“需求远超预期”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n四巨头订单就够季度目标!华尔街发现英伟达“需求远超预期”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-01 10:56 北京时间 <a href=https://wallstreetcn.com/articles/3694528><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯恩斯坦分析师,芯片需求爆表,2024年英伟达数据中心和AI芯片收入或达750亿至900亿美元,远超华尔街分析师的一致预期420亿美元。芯片需求“爆表”,主宰者“英伟达”业绩或远超普遍预期。周一,伯恩斯坦分析师通过云计算厂商最新透露的在人工智能支出计划,测算得出英伟达的实际业绩情况可能更为乐观。该分析师团队汇总了他们对微软 、Meta、字节和谷歌 AI 芯片支出增长的估计,发现仅这四家公司就足以让...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3694528\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4550":"红杉资本持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4551":"寇图资本持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","NVDA":"英伟达","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4548":"巴美列捷福持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc 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芯片支出增长的估计,发现仅这四家公司就足以让英伟达实现本季度的指导目标。同时,他们预计其他大型科技公司和人工智能初创企业对英伟达的需求也更乐观。伯恩斯坦分析师表示,目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。随着明年封装能力的提升,英伟达将有可能在2024年创造750亿至900亿美元的数据中心和AI芯片收入,而华尔街分析师的一致预期仅为420亿美元。不过,随着人工智能基础设施建设过多,可能带来的短期和中期风险,比如对英伟达芯片需求先旺后衰,伯恩斯坦技术分析师团队淡化了这一风险。他们将英伟达股票评级调至“跑赢大盘”,目股价为475美元。目前,英伟达股价为467美元左右。伯恩斯坦团队表示,在未来相当长的一段时间内,至少在未来12-18个月内,预计英伟达的业绩将保持增长,并可能将持续走高。这一分析结果显示了对英伟达未来发展的乐观态度。此前,瑞穗分析师Vijay Rakesh也指出,AI给英伟达带来的股价上行空间超乎想象,并将英伟达目标价从400美元上调至530美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1344,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3470548862272800","authorId":"3470548862272800","name":"峰子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3470548862272800","authorIdStr":"3470548862272800"},"content":"扯淡,用LLM的人都没几个了,还用的人越多对算力越高,在国内就没几个人能够正确打开,都用来聊天去了。生成式AI根本不需要大语言模型,台式机显卡就能解决问题了。","text":"扯淡,用LLM的人都没几个了,还用的人越多对算力越高,在国内就没几个人能够正确打开,都用来聊天去了。生成式AI根本不需要大语言模型,台式机显卡就能解决问题了。","html":"扯淡,用LLM的人都没几个了,还用的人越多对算力越高,在国内就没几个人能够正确打开,都用来聊天去了。生成式AI根本不需要大语言模型,台式机显卡就能解决问题了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318335890137312,"gmtCreate":1718757344942,"gmtModify":1718862602066,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"<a 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