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AI应用股集体走强 Roblox(RBLX)涨11.25% Palantir携手英伟达全面推进AI软件扩张

金吾财讯
Jun 29

金吾财讯 | AI应用股集体走强，Roblox (RBLX) 涨 11.25%，Digital Turbine (APPS) 涨 10.57%，Fastly (FSLY) 涨 6.37%，MongoDB (MDB) 涨 5.61%，Rubrik (RBRK) 涨 5.17%，Applovin (APP) 涨 4.83%，The Trade Desk (TTD) 涨 4.57%，Palantir (PLTR) 涨 4.13%，Zeta Global (ZETA) 涨 4.11%，Datadog (DDOG) 涨 3.51%，Atlassian (TEAM) 涨 3.78%，ServiceNow (NOW) 涨 3.30%。消息面上，Palantir(PLTR)涨超宣布与英伟达达成一项协议，在主权环境中运行英伟达AI和Nemotron开源AI模型；Palantir与英伟达的协议将英伟达Nemotron开源模型与Palantir的关键基础设施产品(如AIP、Ontology、Foundry和Apollo)结合在了一起。两家公司在声明中表示，该合作允许客户完成诸如“明确的数据授权、安全边界执行、架构强化的客户特定隔离、数据可携性、擦除权以及全面可审计性”等任务。

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