{"id":2983,"date":"2024-05-28T15:09:15","date_gmt":"2024-05-28T07:09:15","guid":{"rendered":"http:\/\/blog.cloud500.net\/?p=2983"},"modified":"2024-05-29T18:13:14","modified_gmt":"2024-05-29T10:13:14","slug":"coatue-%e6%9c%80%e6%96%b0-ai-%e6%8a%a5%e5%91%8a","status":"publish","type":"post","link":"http:\/\/blog.cloud500.ai\/?p=2983","title":{"rendered":"Coatue \u6700\u65b0 AI \u62a5\u544a"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>\u4e1a\u7ee9\u66f4\u65b0<\/strong><\/h2>\n\n\n\n<p><strong>\u6211\u4eec\u7684 Flagship \u548c Long Onlyfunds \u5728\u4eca\u5e74\u8868\u73b0\u826f\u597d<\/strong>\u2014\u2014YTD % Returns<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"471\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-57.webp\" alt=\"\" class=\"wp-image-3040\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u6211\u4eec\u521b\u9020\u4e86\u6781\u5177\u5438\u5f15\u529b\u7684\u56de\u62a5<\/strong>\u00a0\u2014\u2014 \u51c0\u56de\u62a5 vs \u6307\u6570<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"475\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-4.webp\" alt=\"\" class=\"wp-image-2986\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u5728\u79d1\u6280\u677f\u5757\u5927\u5e45\u7f29\u6c34\u65f6\u4fdd\u6301\u4e86\u51b7\u9759<\/strong>\u2014\u2014\u51c0\u56de\u62a5 vs \u6307\u6570<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"453\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-8.webp\" alt=\"\" class=\"wp-image-2990\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u6838\u5fc3\uff1a\u6301\u7eed\u671f\u662fMOIC\u7684\u91cd\u8981\u9a71\u52a8\u56e0\u7d20<\/strong>Flagship \u2014\u2014 \u81ea\u6210\u7acb\u4ee5\u6765\u7684\u51c0 MOIC<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"915\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-42.webp\" alt=\"\" class=\"wp-image-3023\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>Long Only \u2014\u2014 \u81ea\u6210\u7acb\u4ee5\u6765\u7684 Net MOIC<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"588\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-39.webp\" alt=\"\" class=\"wp-image-3021\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u6211\u4eec\u7684\u76ee\u6807<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1029\" height=\"469\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-46.webp\" alt=\"\" class=\"wp-image-3028\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u524d\u666f\u5c55\u671b\u6211\u4eec\u7684\u524d\u666f\u5c55\u671b\uff1aAI\u5e02\u573a\u4e0d\u4fbf\u5b9c<\/strong>\u2014\u2014 \u524d\u77bb\u5e02\u76c8\u7387<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"858\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-45.webp\" alt=\"\" class=\"wp-image-3027\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u964d\u606f\u63a8\u8fdf<\/strong>\u2014\u2014 \u964d\u606f\u9884\u671f\u51cf\u5c11<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"828\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-32.webp\" alt=\"\" class=\"wp-image-3014\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u4f46\u5e02\u573a\u5374\u5728\u4e0a\u6da8?!?<\/strong>\u2014\u2014 \u964d\u606f\u9884\u671f\u4e0b\u964d\uff0c\u4f46\u5e02\u573a\u5374\u5728\u4e0a\u6da8?!?<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"897\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-51.webp\" alt=\"\" class=\"wp-image-3034\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u7ecf\u6d4e\u8d70\u5f3a\uff1a\u201c\u597d\u6d88\u606f\u5c31\u662f\u597d\u6d88\u606f\u201d<\/strong>\u2014\u2014 \u5b9e\u9645 GDP vs \u901a\u80c0<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"832\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-19.webp\" alt=\"\" class=\"wp-image-3001\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u4f01\u4e1a\u76c8\u5229\u589e\u957f\u5f3a\u52b2<\/strong>\u2014\u2014 S&amp;P 500\u76c8\u5229\uff08AI\u4e0e\u4e00\u81f4\u9884\u671f\uff09<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1028\" height=\"761\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-55.webp\" alt=\"\" class=\"wp-image-3038\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Coatue\u6570\u636e\u79d1\u5b66\u89c2\u70b9\uff1aGoldilocks\uff1f<\/strong>\u2014\u2014Goldilocks\u7ecf\u6d4e\u8ff9\u8c61<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"870\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-15.webp\" alt=\"\" class=\"wp-image-2997\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u5e02\u573a\u7ed3\u6784<\/strong>\u2014\u2014 \u201c\u7f8e\u80a1\u4e03\u5de8\u5934\u201d\u56de\u5f52<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"864\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-43.webp\" alt=\"\" class=\"wp-image-3024\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u5e02\u573a\u7ed3\u6784<\/strong>\u2014\u2014 \u884c\u4e1a\u56de\u62a5<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"889\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-47.webp\" alt=\"\" class=\"wp-image-3031\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>AI\u8fc7\u53bb 50 \u5e74\u7684\u7ec4\u4ef6&#8230;<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1055\" height=\"496\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-44.webp\" alt=\"\" class=\"wp-image-3026\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u672a\u6765\u5c06\u4f1a\u4e0d\u4e00\u6837<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1055\" height=\"499\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-33.webp\" alt=\"\" class=\"wp-image-3015\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u672a\u6765 50 \u5e74\u5c06\u81f4\u529b\u4e8e\u6784\u5efa\u8d85\u7ea7\u667a\u80fd\u201c\u5927\u8111\u201d<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"593\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-24.webp\" alt=\"\" class=\"wp-image-3006\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>AI \u7684\u4ef7\u503c\u548c\u5e94\u7528\u6848\u4f8b\u4e0d\u65ad\u6d8c\u73b0<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1078\" height=\"469\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-22.webp\" alt=\"\" class=\"wp-image-3004\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>AI \u6b63\u5728\u4e3a\u6574\u4e2a\u884c\u4e1a\u5e26\u6765\u5de8\u5927\u53d8\u9769<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"939\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-18.webp\" alt=\"\" class=\"wp-image-3000\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u7b97\u529b\u662f AI \u9886\u57df\u7684\u201c\u77f3\u6cb9\u201d\uff0c\u5177\u6709\u6f5c\u5728\u7684\u9ad8\u4ef7\u683c\u5f39\u6027\u00a0<\/strong>\u2014\u2014 \u968f\u7740\u7b97\u529b\u6210\u672c\u7684\u964d\u4f4e\uff0c\u6211\u4eec\u53ef\u4ee5\u7528\u7b97\u529b\u6765\u5904\u7406\u66f4\u591a\u4efb\u52a1<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"426\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-40.webp\" alt=\"\" class=\"wp-image-3022\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>NVDA \u5728\u4e0d\u65ad\u964d\u4f4e\u7b97\u529b\u6210\u672c<\/strong>\u2014\u2014 \u968f\u7740\u65f6\u95f4\u63a8\u79fb\uff0cGPU \u7684\u6bcf\u5355\u4f4d\u8ba1\u7b97\u6210\u672c\u7684\u964d\u4f4e\uff08\u6bcf TFLOP \u7f8e\u5143\uff09<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"485\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-58.webp\" alt=\"\" class=\"wp-image-3041\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u8ba1\u7b97\u529f\u80fd\u8d8a\u6765\u8d8a\u5f3a\u5927\uff0c\u76f8\u4e92\u8fde\u63a5\u8d8a\u6765\u8d8a\u7d27\u5bc6<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"502\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-60.webp\" alt=\"\" class=\"wp-image-3042\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u521b\u5efa\u65b0\u7684\u7535\u6e90\u6311\u6218\u5e76\u8981\u6c42\u5148\u8fdb\u7684\u51b7\u5374\u6280\u672f<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1073\" height=\"495\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-17.webp\" alt=\"\" class=\"wp-image-2999\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u7b97\u529b\u63a8\u52a8\u7740\u6570\u636e\u4e2d\u5fc3\u9700\u6c42\u7684\u5feb\u901f\u589e\u957f\u00a0<\/strong>\u2014\u2014 \u672a\u6765\u6570\u636e\u4e2d\u5fc3\u6240\u9700\u8981\u7684\u663e\u5361<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"419\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-6.webp\" alt=\"\" class=\"wp-image-2987\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u201c\u661f\u9645\u4e4b\u95e8\u201d\u53ef\u80fd\u5e26\u6765\u5168\u65b0\u89c4\u6a21\u7684 AI \u6570\u636e\u4e2d\u5fc3<\/strong>\u2014\u2014 \u9996\u4e2a\u8d85\u7ea7\u6570\u636e\u4e2d\u5fc3\u662f\u5426\u5373\u5c06\u5230\u6765\uff1f<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"454\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-23.webp\" alt=\"\" class=\"wp-image-3005\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>2,500 \u4e07\u5757 GPU \u5c06\u5bfc\u81f4\u7535\u529b\u77ed\u7f3a<\/strong>\u2014\u2014 \u5047\u8bbe GPU \u589e\u957f\u81f3 2,500 \u4e07\u5757\uff0c\u7f8e\u56fd\u7535\u529b\u4f9b\u9700\uff08B kWh\uff09<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"439\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-21.webp\" alt=\"\" class=\"wp-image-3003\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u6838\u7535\u7ad9\u6210\u4e3aAI\u6570\u636e\u4e2d\u5fc3\u7684\u201c\u65b0\u623f\u4e1c\u201d\uff1f<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"523\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-30.webp\" alt=\"\" class=\"wp-image-3012\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u6570\u636e\u4e2d\u5fc3\u7684\u74f6\u9888\u5c06\u7531\u8fb9\u7f18 AI \u89e3\u51b3<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1037\" height=\"473\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-20.webp\" alt=\"\" class=\"wp-image-3002\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u8fb9\u7f18 AI \u5c06\u5b9e\u73b0\u65b0\u7684 super-fast AI \u529f\u80fd<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1060\" height=\"484\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-7.webp\" alt=\"\" class=\"wp-image-2988\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u672a\u6765\uff0c\u6211\u4eec\u53ef\u80fd\u4f1a\u76ee\u7779\u4e00\u4e2a\u65b0\u7269\u79cd\u7684\u8bde\u751f<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1001\" height=\"475\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-50.webp\" alt=\"\" class=\"wp-image-3032\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u4eba\u5f62\u673a\u5668\u4eba\u80fd\u5426\u7f13\u89e3\u672a\u6765\u52b3\u52a8\u529b\u77ed\u7f3a\u7684\u95ee\u9898\uff1f<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1046\" height=\"493\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-34.webp\" alt=\"\" class=\"wp-image-3016\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u6211\u4eec\u8ba4\u4e3a AI \u5c06\u662f\u8fc4\u4eca\u4e3a\u6b62\u6700\u5927\u7684\u6d6a\u6f6e<\/strong>\u2014\u2014 \u6211\u4eec\u7684\u76ee\u6807\u662f\u6700\u5927\u5316<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"483\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-12.webp\" alt=\"\" class=\"wp-image-2995\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u6784\u5efa AI \u6295\u8d44\u7ec4\u5408<\/strong><\/h2>\n\n\n\n<p><strong>\u6211\u4eec\u5bf9 AI \u7684\u770b\u6cd5\u662f\u5426\u7b26\u5408\u5b9e\u9645\uff1f\u6211\u4eec\u5982\u4f55\u4f30\u7b97\u6f5c\u5728\u7684 AI \u57fa\u7840\u8bbe\u65bd\u5e02\u573a\u89c4\u6a21\uff1f<\/strong>\u2014\u2014 AI \u7684\u589e\u957f\u9884\u6d4b\u662f\u5426\u5728\u6574\u4f53\u652f\u51fa\u4e2d\u53ef\u884c\uff1f<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"471\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-16.webp\" alt=\"\" class=\"wp-image-2998\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u662f\u5426\u6709\u8db3\u591f\u7684\u6f5c\u5728\u4ef7\u503c\u6765\u8bc1\u660e AI \u6210\u672c\u7684\u5408\u7406\u6027\uff1f<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"470\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-27.webp\" alt=\"\" class=\"wp-image-3009\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Coatue \u7684\u6846\u67b6\uff1aAI S \u66f2\u7ebf\u7684 4 \u4e2a\u9636\u6bb5<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"509\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-56.webp\" alt=\"\" class=\"wp-image-3039\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u6e17\u900f\u7387\u4ecd\u7136\u975e\u5e38\u4f4e<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"510\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-31.webp\" alt=\"\" class=\"wp-image-3013\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u5982\u4f55\u6784\u5efa\u4ee5 AI \u4e3a\u4f18\u5148\u7684\u6295\u8d44\u7ec4\u5408\uff1f\u6211\u4eec\u5c06\u6295\u8d44\u7ec4\u5408\u7684\u91cd\u70b9\u653e\u5728 AI \u4e0a<\/strong>\u2014\u2014 Coatue Flagship \u957f\u671f\u6295\u8d44\u7ec4\u5408\u4e2dAI\u4e0e\u975eAI\u7684\u6bd4\u4f8b<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"458\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-28.webp\" alt=\"\" class=\"wp-image-3010\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u6211\u4eec\u8ba4\u4e3a\u6295\u8d44\u7ec4\u5408\u7684\u4f30\u503c\u6781\u5177\u5438\u5f15\u529b<\/strong>\u2014\u2014 Coatue lagship \u957f\u671f\u6295\u8d44\u7ec4\u5408\u7684 NTM \u5e02\u76c8\u7387\u4e2d\u4f4d\u6570<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"467\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-5.webp\" alt=\"\" class=\"wp-image-2989\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u5168\u90e8\u7528\u4e8e Flagship \u548c Long Only<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"477\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-11.webp\" alt=\"\" class=\"wp-image-2994\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u8282\u594f\u5f88\u91cd\u8981\uff1aAI \u6295\u8d44\u91cd\u70b9\u653e\u5728AI\u57fa\u7840\u8bbe\u65bd\u4e0a<\/strong>\u2014\u2014 Coatue Flagship \u957f\u671f\u6295\u8d44\u7ec4\u5408\u5728 AI \u9886\u57df\u7684\u6301\u4ed3\u6bd4\u4f8b<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"432\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-9.webp\" alt=\"\" class=\"wp-image-2991\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u8f6f\u4ef6\u4f55\u65f6\u624d\u80fd\u4e3b\u5bfc\u4e0b\u4e00\u4e2a\u9636\u6bb5AI\u7684\u53d1\u5c55\uff1f<\/strong>\u534a\u5bfc\u4f53\u7684\u8868\u73b0\u8d85\u8fc7\u4e86\u8f6f\u4ef6\uff08\u81ea 2022 \u5e74\u4ee5\u6765\uff09<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"1007\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-59.webp\" alt=\"\" class=\"wp-image-3043\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>\u8f6f\u4ef6\u4f30\u503c\u63a5\u8fd1\u4f4e\u70b9<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"994\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-25.webp\" alt=\"\" class=\"wp-image-3007\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u6211\u4eec\u7684\u6295\u8d44\u7ec4\u5408\u5728\u7ec8\u7aef\u5e02\u573a\u4e0a\u5177\u6709\u591a\u6837\u5316\uff1a\u9664\u4e86\u79d1\u6280\u6216Mag 7\u4e4b\u5916\u8fd8\u6709\u8bb8\u591a\u5176\u4ed6\u60f3\u6cd5\u00a0<\/strong>\u2014\u2014 Coatue Flagship \u957f\u671f\u6295\u8d44\u7ec4\u5408\u5728 GICS \u5206\u7c7b\u4e0b\u7684\u6bd4\u4f8b<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"481\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-13.webp\" alt=\"\" class=\"wp-image-2993\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u6211\u4eec\u81f4\u529b\u4e8e\u5728\u5e02\u573a\u5f62\u6210\u5171\u8bc6\u4e4b\u524d\u8bc6\u522b\u51faAI\u7684\u53d7\u76ca\u8005\uff1a\u5728\u80fd\u6e90\u7ec4\u5408\u6210\u4e3a\u4e3b\u6d41\u4e4b\u524d\uff0cCoatue \u65e9\u65e9\u6295\u8d44\u4e86 ETN \u548c VRT\uff0c\u4f46\u5728 TSLA \u65b9\u9762\u7684\u65f6\u673a\u638c\u63e1\u4e0a\u51fa\u73b0\u4e86\u5931\u8bef<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"489\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-38.webp\" alt=\"\" class=\"wp-image-3020\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u62bd\u4e1d\u5265\u8327\uff1aAI\u7684\u673a\u9047\u5411\u5168\u7403\u5316\u53d1\u5c55<\/strong>\u2014\u2014 \u6848\u4f8b\uff1a\u7535\u52a8AI\u8bbe\u5907<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"492\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-54.webp\" alt=\"\" class=\"wp-image-3037\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u6211\u4eec\u8ba4\u4e3a\u53d8\u9769\u7684\u6b65\u4f10\u6709\u5229\u4e8e\u4e13\u4e1a\u79d1\u6280\u6295\u8d44\u8005<\/strong>\u2014\u2014 \u6848\u4f8b\uff1a\u4ece\u5355\u670d\u52a1\u5668\u5230\u673a\u67b6\u5f0f GPU<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"505\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-36.webp\" alt=\"\" class=\"wp-image-3018\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u53ef\u80fd\u7684\u98ce\u9669AI \u7684\u4e3b\u8981\u98ce\u9669<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"459\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-35.webp\" alt=\"\" class=\"wp-image-3017\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u6211\u4eec\u4f7f\u7528\u5404\u79cd\u5bf9\u51b2\u7b56\u7565\u6765\u7ba1\u7406 Flagship \u7684\u98ce\u9669<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"488\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-52.webp\" alt=\"\" class=\"wp-image-3035\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u65b0\u6280\u672f<\/strong><\/h2>\n\n\n\n<p><strong>\u6211\u4eec\u5bf9\u6b63\u5728\u53d1\u5c55\u8d8b\u52bf\u4e2d\u7684\u65b0\u673a\u9047\u611f\u5230\u5174\u594b<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"532\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-53.webp\" alt=\"\" class=\"wp-image-3036\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u4ec0\u4e48\u662f\u65b0\u673a\u9047\uff1f<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"488\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-29.webp\" alt=\"\" class=\"wp-image-3011\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u6211\u4eec\u8ba4\u4e3a\u6234\u5c14\u662f\u4e00\u4e2a\u88ab\u4f4e\u4f30\u7684 AI \u53d7\u76ca\u8005<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1027\" height=\"451\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-10.webp\" alt=\"\" class=\"wp-image-2992\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u6211\u4eec\u8ba4\u4e3aAI\u53ef\u80fd\u4f1a\u5f7b\u5e95\u6539\u53d8\u6234\u5c14\u4e1a\u52a1\u7684\u57fa\u672c\u9762<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"466\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-41.webp\" alt=\"\" class=\"wp-image-3025\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u6234\u5c14\u7684\u4ea4\u6613\u4ef7\u683c\u662f\u6211\u4eec 2030 \u5e74\u6bcf\u80a1\u6536\u76ca\u7684 4 \u500d<\/strong>\u2014\u2014 Coatue \u6bcf\u80a1\u6536\u76ca\u9884\u671f\uff08\u7f8e\u5143\uff09<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"502\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-49.webp\" alt=\"\" class=\"wp-image-3029\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u65b0\u673a\u9047 #2<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"657\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-14.webp\" alt=\"\" class=\"wp-image-2996\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u65b0\u673a\u9047\uff1f<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"488\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-3.webp\" alt=\"\" class=\"wp-image-2985\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u7f8e\u56fd\u7535\u529b\u751f\u4ea7\u6982\u51b5<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"415\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-37.webp\" alt=\"\" class=\"wp-image-3019\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u4e9a\u9a6c\u900a\u9996\u6b21\u5bf9\u6838\u7535\u7ad9\u6295\u8d44<\/strong>\u4e9a\u9a6c\u900a\u6570\u636e\u4e2d\u5fc3\u56ed\u533a\u7531\u6838\u80fd\u4f9b\u7535<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"1009\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-48.webp\" alt=\"\" class=\"wp-image-3030\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>\u5229\u5dee\uff08$\/MWh\uff09<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"1034\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-61.webp\" alt=\"\" class=\"wp-image-3044\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>CEG \u7684\u4ea4\u6613\u4ef7\u683c\u4e3a\u6211\u4eec 2030 \u5e74\u9884\u671f EPS \u7684 5 \u500d<\/strong>\u00a0\u2014\u2014 Coatue EPS \u9884\u671f ($)<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"493\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-26.webp\" alt=\"\" class=\"wp-image-3008\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u603b\u7ed3<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1001\" height=\"475\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/05\/image-50.webp\" alt=\"\" class=\"wp-image-3033\"\/><\/figure>\n\n\n\n<p><em>*\u4ee5\u4e0a\u6587\u7ae0\u7ffb\u8bd1\u81ea\u300aCoatue Public Market Update Webcast\u300b\uff0c\u5982\u9700\u539f\u6587\uff0c\u8bf7\u4e0e\u6211\u4eec\u8054\u7cfb\u3002<\/em><\/p>\n\n\n\n<p>WF Research \u662f\u4ee5\u7b2c\u4e00\u6027\u539f\u7406\u4e3a\u57fa\u7840\u7684\u4e13\u4e1a\u987e\u95ee\u670d\u52a1\u673a\u6784\uff0c\u6b22\u8fce\u5173\u6ce8\u548c\u7559\u8a00\uff01<\/p>\n\n\n\n<p>\u5fae\u4fe1\uff1aAlexqjl<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u4e1a\u7ee9\u66f4\u65b0 \u6211\u4eec\u7684 Flagship \u548c Long Onlyfunds \u5728\u4eca\u5e74\u8868\u73b0\u826f\u597d\u2014\u2014YTD % Retur [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":2984,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13,8],"tags":[],"_links":{"self":[{"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/posts\/2983"}],"collection":[{"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2983"}],"version-history":[{"count":1,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/posts\/2983\/revisions"}],"predecessor-version":[{"id":3045,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/posts\/2983\/revisions\/3045"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/media\/2984"}],"wp:attachment":[{"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2983"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2983"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2983"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}