火火兔爸
05-06
$Palantir Technologies Inc.(PLTR)$
这就是估值被杀的直接原因 成不成不说，稀缺性不再
效仿Palantir模式：OpenAI与Anthropic通过合资企业斥资55亿收购“AI部署服务商” 加速企业级应用落地
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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Shaobr
05-06
Shaobr
哈哈哈，我觉得应该是对pltr经营模式的肯定，股价下跌主要是受情绪影响
火火兔爸
:
思路不正确，竞品变多了，估值溢价就降低了。
BarryWins
05-06
BarryWins
明天开盘要跌了
Shaobr
:
应该不会了，下跌应该是受情绪影响吧
熊大5811
:
赞同你说的，昨天破了136 直接清仓离场。不然亏死[捂脸]
什么也没有了～
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href=http://www.zhitongcaijing.com/content/detail/1438355.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，据知情人士透露，OpenAI和Anthropic各自与私募股权公司成立的合资企业，正在洽谈收购帮助客户部署人工智能的服务公司。其中，OpenAI旗下新合资企业的三项收购交易已进入后期阶段。五位知情人士称，两家AI公司拟通过收购纳入数百名工程师和顾问，以协助企业将其AI模型投入实际应用。这些收购将标志着两家公司在争夺AI市场份额的竞争中开辟新战线。尽管双方此前主要聚焦于构建更强大...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1438355.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTG":"2倍做多PLTR ETF-Leverage Shares","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","PLTI":"REX PLTR Growth & Income ETF","BK4613":"AI应用软件","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4588":"碎股","PLTU":"2倍做多PLTR ETF-Direxion","PLTW":"PLTR周配息ETF-Roundhill","PLTY":"PLTR期权收益策略ETF-YieldMax","BK4023":"应用软件","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH 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Capital)和布鲁克菲尔德资产管理公司(Brookfield Asset Management)在内的19家投资者募集约40亿美元。一位知情人士表示，该合资企业名为“部署公司”(The Deployment Company)，将于本周晚些时候正式宣布。与此同时，Anthropic也在进行类似布局。据了解，Anthropic正从黑石集团、赫尔曼·弗里德曼(Hellman & Friedman)及高盛等投资者处筹集15亿美元。知情人士称，通过合资企业募集的大部分资金预计将用于收购工程服务及咨询公司。对高技能、劳动密集型服务的需求此举折射出企业AI行业核心的矛盾：通常被描绘为高利润软件业务、甚至可能消除对咨询顾问需求的AI，却仍然高度依赖劳动密集型、高技能的服务。这是因为企业需要工程师和顾问针对自身特定的数据、系统和流程来定制AI模型，并根据业务需求的变化持续调整软件。黑石集团总裁兼首席运营官Jon 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