2024年以来,全球资本市场的风向标已从算力基础设施明确转向AI应用。在美股市场,大数据与AI平台巨头Palantir缔造了三年增长26倍的神话,市值突破4000亿美元,成为该赛道无可争议的标杆。回到国内市场,随着算力炒作的逐渐退潮,中国投资者也将目光投向了更具商业化潜力的AI应用层,急切寻觅“中国的Palantir”。10 月 20 日启动全球招股的“企业级大模型AI应用第一股”滴普科技,截至...
Source Link2024年以来,全球资本市场的风向标已从算力基础设施明确转向AI应用。在美股市场,大数据与AI平台巨头Palantir缔造了三年增长26倍的神话,市值突破4000亿美元,成为该赛道无可争议的标杆。回到国内市场,随着算力炒作的逐渐退潮,中国投资者也将目光投向了更具商业化潜力的AI应用层,急切寻觅“中国的Palantir”。10 月 20 日启动全球招股的“企业级大模型AI应用第一股”滴普科技,截至...
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