無羈的風的个人主页 - 老虎社区

無羈的風

無羈的風

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00:27

$蔚来(NIO)$ 加油！看多

09-15

$理想汽车(LI)$ 加油

09-08

$理想汽车(LI)$

09-01

$理想汽车(LI)$ [开心]

08-25

$Direxion Daily TSLA Bull 2X Shares(TSLL)$

08-20

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 玩一玩吧

08-18

期待

08-11

$NVTS 20250815 8.0 CALL$ 好坑

08-11

$Direxion Daily TSLA Bull 2X Shares(TSLL)$

08-08

这主要看个人心态，看能不能保持长期的眼光、布局

08-08

$Direxion Daily TSLA Bull 2X Shares(TSLL)$

08-06

$Direxion Daily TSLA Bull 2X Shares(TSLL)$

08-01

时间拉的太远了，那时好多人都去天堂了[捂脸]

抱歉，原内容已删除

07-30

101

06-07

[开心] 看好

@谋定后动:隐形护城河：为什么AI军工股可能是未来10年最稳的大趋势？（2025年第24周总第225期）

06-04

$蔚来(NIO)$ 加油，继续持有～

05-26

$霸王茶姬(CHA)$

05-19

05-12

$纳微半导体(NVTS)$ 继续加油！

05-12

$霸王茶姬(CHA)$ 这是啥情况？！跌成狗了

去老虎APP查看更多动态

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Work 在CSIS智库演讲中提出，用于描述AI在国防系统中的系统性渗透。他认为：“未来五年，美国不会输在导弹数量，而是输在算法质量。”。它的关键特征包括： 稳定订单来源：2024年美联邦预算中，国防部AI支出超35亿美元（来源：Congressional Budget Office）； 安全门槛高：所有服务提供者必须通过“机密信息操作许可”（Classified Operations Clearance）； 政策倾斜明显：拜登政府2023年发布《AI国防应用战略》，明确支持AI在国防情报与战术领域全面部署； 地缘政治背景强：在与中国和俄罗斯的长期战略博弈中，AI已被明确列为“决定性技术”。 这不是一般意义的“新概念股”，而是一个在国家预算与安全体系中开辟出来的“深护城河赛道”。 三家公司，三种“国家底牌”形态 1）Palantir（PLTR）：AI军政中枢 Palantir 的Gotham系统广泛应用于CIA、NSA、国土安全部（DHS）和美军中央司令部，已运行超过十年。 2025年Q1财报显示，PLTR政府业务收入为3.34亿美元，同比增长16%，占总收入的55%； 最新获得“国防AI伙伴关系”五","text":"在商业世界里，AI是降本增效工具；但在军政领域，AI已经成为国家命脉。过去几周，Palantir连续中标美军AI项目、微软继续扩张其五角大楼云业务、Anduril则加速部署AI作战平台。《华尔街日报》《彭博》《DefenseOne》等媒体已频繁使用一个新名词来描述这一趋势：AI Military-Industrial Complex（AI军工复合体）。 这是美国军政体系正在构建的下一代核心能力，不仅绑定国家安全预算，更关乎未来战争的控制权。今天我们就来看看：在美股市场中，谁才是真正的“国家底牌”？ 什么是“AI军工复合体”？ 这个概念首次由前美国国防副部长 Robert O. Work 在CSIS智库演讲中提出，用于描述AI在国防系统中的系统性渗透。他认为：“未来五年，美国不会输在导弹数量，而是输在算法质量。”。它的关键特征包括： 稳定订单来源：2024年美联邦预算中，国防部AI支出超35亿美元（来源：Congressional Budget Office）； 安全门槛高：所有服务提供者必须通过“机密信息操作许可”（Classified Operations Clearance）； 政策倾斜明显：拜登政府2023年发布《AI国防应用战略》，明确支持AI在国防情报与战术领域全面部署； 地缘政治背景强：在与中国和俄罗斯的长期战略博弈中，AI已被明确列为“决定性技术”。 这不是一般意义的“新概念股”，而是一个在国家预算与安全体系中开辟出来的“深护城河赛道”。 三家公司，三种“国家底牌”形态 1）Palantir（PLTR）：AI军政中枢 Palantir 的Gotham系统广泛应用于CIA、NSA、国土安全部（DHS）和美军中央司令部，已运行超过十年。 2025年Q1财报显示，PLTR政府业务收入为3.34亿美元，同比增长16%，占总收入的55%； 最新获得“国防AI伙伴关系”五","images":[{"img":"https://static.tigerbbs.com/851635f090d7bc9912728dffb9f75ea9","width":"1333","height":"959"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443395012874688","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442473993957992,"gmtCreate":1749048861049,"gmtModify":1749048863142,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>&nbsp; 加油，继续持有～","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>&nbsp; 加油，继续持有～","text":"$蔚来(NIO)$ 加油，继续持有～","images":[{"img":"https://static.tigerbbs.com/dfddf4bbdcae3c72c2856ce6e40aeb37","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442473993957992","isVote":1,"tweetType":1,"viewCount":1085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":439286487285888,"gmtCreate":1748266469735,"gmtModify":1748266471942,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>&nbsp;","text":"$霸王茶姬(CHA)$","images":[{"img":"https://static.tigerbbs.com/c844a5013c322c4f8d846c367f1b1c3f","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439286487285888","isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}