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“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”
Hua Er Jie Jian Wen· 2025-10-04 06:15
"我们无法控制谁能看到什么,我们无法看到用户在做什么,我们也无法验证软件本身是否安全。" 这句出自美国陆军内部备忘录的、措辞严厉的警告,直接导致华尔街"最火AI股"Palantir股价闪崩,成为 当日标普500指数中表现最差的成分股。值得一提的是,过去三年,该股取得了超过20倍的惊人涨幅。 危机的引爆点,是媒体在9月30日披露的一份由美国陆军首席技术官(CTO)Gabriele Chiulli在9月5日签署 的内部评估备忘录。该备忘录针对的是由Anduril牵头,Palantir和微软等参与的"下一代指挥与控制系 统"(NGC2)原型,该平台可将士兵、传感器、车辆和指挥官与实时数据连接起来。 备忘录直指该系统在权限、日志、第三方应用等基础安全控制上存在"致命缺陷",因此必须被视为"非常 高风险"。 尽管Palantir、项目牵头方Anduril及美国军方均紧急出面,称备忘录内容"过时"且问题早已修复,陆军中 将Jeth Rey甚至将早期发现风险视为一个"好消息"。 然而,官方一致的"风险可控论",显然未能完全抚平投资者对备忘录白纸黑字警告的忧虑。报告中披露的 内容,引发了资本市场对硅谷"快速行动、打破常规"模 ...
美国的两面
Sou Hu Cai Jing· 2025-06-28 14:11
Group 1 - The core engine of the U.S. economy is driven by a combination of technological breakthroughs and cultural values, which together create a unique and sustainable growth model [2][6][27] - The technological explosion is likened to a three-stage rocket, with each stage representing different aspects of innovation and economic growth [7][23] - The first stage focuses on foundational scientific breakthroughs supported by national strategies, exemplified by initiatives like the Manhattan Project and the establishment of NASA [8][10][12] Group 2 - The second stage emphasizes the Silicon Valley model, where venture capital plays a crucial role in transforming scientific discoveries into marketable products, fostering a culture that tolerates failure [16][19] - The third stage highlights the digital revolution, which reshapes industries through advanced technologies like AI, robotics, and big data, enhancing efficiency and creating new business models [20][21][22] - The U.S. tech giants leverage their platform advantages to gather vast amounts of data, which fuels AI development and sets global standards for the digital economy [21][22] Group 3 - The cultural foundation of the U.S. economy is characterized by core values such as contract spirit, property rights protection, and rule of law, which create a stable environment for innovation [30][31][32] - The U.S. attracts global talent through its diverse and inclusive culture, which fosters creativity and breakthrough innovations [33][34][37] - The emphasis on individualism and entrepreneurial spirit drives the pursuit of disruptive innovations, contributing to the overall economic dynamism [39][41] Group 4 - The interplay between technology and humanistic values is essential for long-term economic prosperity, as it guides technological advancements towards beneficial outcomes [42][43][46] - The U.S. economy's resilience and ability to adapt during cyclical fluctuations are rooted in its cultural and humanistic foundations [40][41]
杭州可能要成为一线城市,但未必是“中国硅谷”
吴晓波频道· 2025-03-29 18:01
Core Viewpoint - The article discusses the potential of Hangzhou to become a new "Silicon Valley" in China, emphasizing its unique characteristics and the emergence of a "Silicon Alley" model that focuses on urban innovation and application-driven technology solutions [2][7][24]. Group 1: Economic Indicators - Hangzhou's land auction prices have reached nearly 90,000 yuan per square meter, making it the third highest in China, trailing only behind Shanghai and Beijing [2]. - The city has seen a net population inflow of 455,000 in 2024, the highest in the country, with nearly a quarter of this number moving to Hangzhou [2]. - Financial institutions in Hangzhou have a deposit balance nearing 8 trillion yuan, reflecting the city's economic vitality and potential for future growth [4]. Group 2: Innovation and Development - Hangzhou's digital economy core industry accounts for 42% of its GDP, with a technology contribution rate exceeding 68% [10]. - The city has established over 50,000 innovative enterprises in its Future Technology City, which spans more than 120 square kilometers, boasting a patent density 1.5 times that of Silicon Valley [7][10]. - The local government has streamlined its development zones, reducing the number from 1,059 to 134, focusing on enhancing the quality of remaining parks and towns [10][11]. Group 3: Urban Development Model - The "Silicon Alley" model emphasizes innovation emerging from urban centers rather than large tech parks, contrasting with the traditional Silicon Valley approach [15][19]. - Hangzhou's approach to innovation is characterized by addressing practical human needs and market demands, focusing on cost-saving, mass production, and rapid deployment of solutions [24][25]. - The city is leveraging its historical and cultural resources to foster a vibrant local culture while integrating technology and innovation into everyday life [29][31]. Group 4: Future Trends - The value of core urban areas in Hangzhou is expected to rise, with significant price differentiation in real estate, particularly in the main urban districts [28]. - There is a potential shift away from reliance on large corporations, with smaller, more agile companies driving innovation [28]. - The local government is transitioning from a management-focused role to a service-oriented approach, which is crucial for fostering a supportive environment for startups and small enterprises [28].