“最火AI股”Palantir股价重挫，报道称美国军队称“系统存在漏洞”，质疑“硅谷模式”

Core Insights - The internal memo from the U.S. Army's CTO highlighted "fatal flaws" in the Next Generation Command and Control System (NGC2), leading to a significant drop in Palantir's stock price, which had previously seen over a 20-fold increase in the last three years [1][4][6] - The memo raised concerns about the system's security controls, stating it is vulnerable to internal threats, external attacks, and data leaks, categorizing it as "very high risk" [4][5][8] - Despite reassurances from Palantir, Anduril, and the military that the issues were outdated and resolved, investor anxiety persisted regarding the applicability of Silicon Valley's rapid innovation model in defense scenarios [2][6] Group 1 - The NGC2 system connects soldiers, sensors, vehicles, and commanders with real-time data but was found to have severe security control deficiencies [4][5] - The memo's alarming statement indicated a lack of control over user access and software safety, emphasizing the system's high-risk status [5][8] - Anduril's public portrayal of the NGC2 system's success contrasted sharply with the internal warnings, showcasing a successful live-fire exercise while downplaying security concerns [5][6] Group 2 - The incident has reignited skepticism about the "Silicon Valley speed" approach in the defense sector, questioning whether rapid innovation is suitable for critical military equipment [6] - The Army's CIO acknowledged the need for faster delivery of new tools to soldiers but recognized the serious security issues exposed by the NGC2 prototype [6] - The system's design allowed any authorized user to access all applications and data, regardless of their security clearance, raising significant security concerns [8]