[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciob9ca8b5b":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciob9ca8b5b","小摩高呼“愈发乐观”：收购Cursor立竿见影，SpaceX(SPCX)Grok-4.6性能跃升5个点","\u002Fdoc\u002Fdciob9ca8b5b","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，太空探索技术公司SpaceX(SPCX)周二成为市场焦点，摩根大通表示，其对SpaceX旗下Grok人工智能模型及聊天机器人的看法已“日趋乐观”，尤其是在公司完成对Cursor的收购之后。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>摩根大通分析师道格·安穆斯(Doug Anmuth)在给客户的报告中写道“Cursor带来约40亿美元的年化经常性收入(ARR，截至2026年6月)，其中约75%来自企业客户，这将有助于简化SpaceX的市场推广策略，并为模型训练提供宝贵数据。”他指出，Cursor的数据已融入Grok的辅助训练，近期模型性能已出现切实提升。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>安穆斯对SpaceX给予“超配”评级，目标价定为240美元。他表示，Cursor的收购已初见成效——本月早些时候发布的Grok 4.6，在人工智能分析智能指数(Artificial Analysis Intelligence Index)上较Grok 4.5提升了5个点，而两者发布时间仅相隔一个月。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>安穆斯补充道“前沿智能与显著低于同行的成本相结合，使Grok 4.6处于帕累托前沿(Pareto frontier)，这有望支撑更强劲的采用率。SpaceX正利用这些日益强大的模型开发具有竞争力的代理型产品，Grok Bot的推出使公司能够更好地把握庞大的企业级AI市场机遇。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>展望未来，安穆斯预计SpaceX将继续提升AI模型的迭代速度与质量，Grok 5预计将于12月前发布。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>安穆斯进一步指出“总体而言，尽管短期AI收入主要由溢价算力交易(每瓦30至50美元)驱动，但我们预计，随着时间的推移，Grok变现能力的提升——尤其是在企业端——将成为日益重要的增长引擎。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]