<p>在过去几年中，投资者对人工智能（AI）所带来的前景越来越感兴趣，这已不再是秘密。尽管如此，我发现关于 AI 的讨论在很大程度上是多余的。</p>
<p>软件公司正在宣传 AI 驱动的服务如何能提高工作场所的生产力，而硬件和基础设施公司则通过数据中心和半导体芯片掌握着 AI 的关键。</p>
<p>然而，最近我开始阅读 AI 在军事中的作用。我已经知道 <strong>Palantir Technologies</strong>（PLTR 11.14%）是 AI 与公共部门交汇处的重要参与者。然而，<strong>Meta Platforms</strong>（META -4.00%）最近的一项公告让我以新的方式思考 AI 在国防中的应用。</p>
<p>接下来，我将详细说明 Meta 与 Palantir 的新合作关系为何如此重要。此外，我将评估在军事 AI 运动升温之际，哪只股票更值得购买。</p>
<h2>Meta 如何帮助军事？</h2>
<p>迄今为止，AI 革命最大的突破之一是大型语言模型（LLM）的引入。虽然市场上有许多 LLM，但 OpenAI 的 ChatGPT 可能是你最熟悉的。</p>
<p>根据我的经验，使用 ChatGPT 的过程相当有趣。当我没有耐心在 Google 上滚动查找问题时，我会使用这个 LLM 来帮助我回答问题，偶尔我甚至用它来帮助我为个人项目编写一些软件代码。</p>
<p>我之前并不知道，LLM 的能力远不止于提高生产力或一键回答问题。根据 Meta 最近的新闻稿，该公司的 Llama AI 模型正在进入美国政府及相关的私营部门承包商。</p>
<p>根据公告，LLM“帮助加速国防研究和高端计算，识别安全漏洞并改善不同系统之间的沟通。”</p>
<p>我想我从未认真考虑过这个想法，但军事与私营部门在操作痛点上有很多重叠。不过，军事不仅仅关注效率——安全是其首要关注点。根据 Mordor Intelligence 的报告，未来五年内，国防领域 AI 分析和机器人处理服务的可寻址市场规模将超过 600 亿美元。</p>
<p>作为将 Llama 部署到公共部门的一部分，Meta 宣布与 Palantir 合作。接下来，我将详细介绍一些估值趋势和关于 Meta 与 Palantir 的其他讨论点，并评估目前哪只股票看起来是最佳机会。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTc0MzEvZ2V0dHlpbWFnZXMtMTE3NjM5ODQyMi5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTc0MzEvZ2V0dHlpbWFnZXMtMTE3NjM5ODQyMi5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>Meta 股票：买入、卖出还是持有？</h2>
<p>Meta 的 AI 理论相当简单。该公司拥有多个社交媒体平台，包括 Facebook、Instagram 和 WhatsApp。此外，Meta 还有一个正在发展的虚拟现实、游戏和元宇宙业务。</p>
<p>在社交媒体方面，Meta 处于一个有利的位置，可以利用 AI 更深入地了解其用户群体。反过来，Meta 可以改善其定向广告活动，这理论上应该在其平台上产生更高的参与度。此外，提供独特的虚拟现实和游戏产品组合为平台上的新用户群体打开了大门，同时多样化了公司的广告重型商业模式。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/e8b2babee22705a4bd7fd2dd2451ee6b.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/e8b2babee22705a4bd7fd2dd2451ee6b.png"/></p>
<p>META 市盈率数据来源于 YCharts</p>
<p>我认为 Meta 进入国防领域并在公共部门扩展其 AI 能力是一个重要的举措，也是一个明智的选择，以多样化其长期发展路线图。然而，尽管这些有吸引力的顺风因素，Meta 的市盈率（P/E）为 27，历史上处于低位。我认为投资者可能忽视了几个重大催化剂，使得现在成为大量购买 Meta 股票的理想时机。</p>
<h2>Palantir 股票：买入、卖出还是持有？</h2>
<p>在过去一年中，Palantir 已成为 AI 领域最大的参与者之一。自 2023 年 4 月发布 Palantir 人工智能平台（AIP）以来，该公司迅速进入了一个以加速客户获取、收入增长和持续盈利为标志的复兴阶段。</p>
<p>Palantir 的转型也引起了关注。今年早些时候，该公司宣布与云计算专家 <strong>Oracle</strong> 合作，并与 <strong>Microsoft</strong> 达成协议，将 AIP 与 Microsoft 的 Azure 云基础设施结合在美国国防机构中。</p>
<p>所有这些发展，尽管令人印象深刻，但对 Palantir 的股价产生了明显影响。就在我写这篇文章时，Palantir 的股价今年已上涨超过 240%——成为 <strong>S&amp;P 500</strong> 中表现第二好的股票。</p>
<p>Palantir 的市值约为 1400 亿美元，市销率（P/S）为 53，我不得不说 Palantir 的股票已经失控。</p>
<p>如果你读过我之前关于 Palantir 的文章，你就会知道我对该公司的未来非常乐观，并且我完全打算继续持有该公司的股票。但现在，推动 Palantir 股价的动力实在太强，其估值已与现实脱节。因此，出于这些原因，我暂时会放弃 Palantir，但会鼓励投资者关注可能出现的任何抛售，并利用这些机会进行低买。</p>

PLTR

<p>Meta Platforms 和 Palantir Technologies 已经建立合作关系，利用人工智能（AI）在国防应用中，特别是通过 Meta 的 Llama AI 模型。此次合作旨在增强国防研究、改善沟通并识别安全漏洞。预计国防领域的 AI 分析市场将在五年内超过 1000 亿美元。尽管 Meta 的股票看起来被低估，市盈率为 27，但 Palantir 今年的增长显著，股价在其 AI 平台推出后上涨超过 240%。投资者正在评估在军事 AI 发展中，哪只股票提供了更好的买入机会</p>

<p>It's no secret that over the last couple of years investors have become increasingly curious about the prospects artificial intelligence (AI) presents. With that said, I've found a lot of the discussion around AI to be largely redundant.</p>
<div class="lb-trans"><p>在过去几年中，投资者对人工智能（AI）所带来的前景越来越感兴趣，这已不再是秘密。尽管如此，我发现关于 AI 的讨论在很大程度上是多余的。</p>
</div><p>Software companies are touting how AI-powered services can yield higher productivity levels in the workplace, while hardware and infrastructure players essentially hold the keys to the AI car through the power of data centers and semiconductor chips.</p>
<div class="lb-trans"><p>软件公司正在宣传 AI 驱动的服务如何能提高工作场所的生产力，而硬件和基础设施公司则通过数据中心和半导体芯片掌握着 AI 的关键。</p>
</div><p>More recently, however, I've started reading about AI's role in the military. I already knew that <strong>Palantir Technologies</strong>(PLTR 11.14%) was a major player at the intersection of AI and the public sector. However, a recent announcement out of <strong>Meta Platforms</strong>(META -4.00%) has me thinking about AI defense applications in a new way.</p>
<div class="lb-trans"><p>然而，最近我开始阅读 AI 在军事中的作用。我已经知道 <strong>Palantir Technologies</strong>（PLTR 11.14%）是 AI 与公共部门交汇处的重要参与者。然而，<strong>Meta Platforms</strong>（META -4.00%）最近的一项公告让我以新的方式思考 AI 在国防中的应用。</p>
</div><p>Below, I'll detail why Meta's new partnership with Palantir is so important. Furthermore, I'll assess which stock I see as the better buy at the moment as the military AI movement heats up.</p>
<div class="lb-trans"><p>接下来，我将详细说明 Meta 与 Palantir 的新合作关系为何如此重要。此外，我将评估在军事 AI 运动升温之际，哪只股票更值得购买。</p>
</div><h2>How is Meta helping the military?</h2>
<div class="lb-trans"><h2>Meta 如何帮助军事？</h2>
</div><p>One of the biggest breakthroughs from the AI revolution so far is the introduction of the large language model (LLM). While there are a host of LLMs on the market, OpenAI's ChatGPT is probably the one you're most familiar with.</p>
<div class="lb-trans"><p>迄今为止，AI 革命最大的突破之一是大型语言模型（LLM）的引入。虽然市场上有许多 LLM，但 OpenAI 的 ChatGPT 可能是你最熟悉的。</p>
</div><p>Anecdotally, I have found working inside of ChatGPT quite entertaining. I use the LLM to help me answer questions if I don't have the patience to scroll through Google, and from time to time, I've even used it to help me write some software code for personal projects.</p>
<div class="lb-trans"><p>根据我的经验，使用 ChatGPT 的过程相当有趣。当我没有耐心在 Google 上滚动查找问题时，我会使用这个 LLM 来帮助我回答问题，偶尔我甚至用它来帮助我为个人项目编写一些软件代码。</p>
</div><p>Unbeknownst to me, LLMs have far more power than enhancing productivity output or answering questions with the click of a button. According to a recent press release from Meta, the company's Llama AI model is making its way into the U.S. government and adjacent contractors in the private sector.</p>
<div class="lb-trans"><p>我之前并不知道，LLM 的能力远不止于提高生产力或一键回答问题。根据 Meta 最近的新闻稿，该公司的 Llama AI 模型正在进入美国政府及相关的私营部门承包商。</p>
</div><p>According to the announcement, LLMs &#34;have helped to accelerate defense research and high-end computing, identify security vulnerabilities and improve communication between disparate systems.&#34;</p>
<div class="lb-trans"><p>根据公告，LLM“帮助加速国防研究和高端计算，识别安全漏洞并改善不同系统之间的沟通。”</p>
</div><p>I guess I never really gave the idea much thought, but the military shares a lot of overlap with the private sector when it comes to operational pain points. But with that said, the military isn't just focused on efficiency -- safety is its prime concern. According to Mordor Intelligence, the total addressable market size for AI analytics and robotic processing services in the defense sector will be worth more than $60 billion over the next five years.</p>
<div class="lb-trans"><p>我想我从未认真考虑过这个想法，但军事与私营部门在操作痛点上有很多重叠。不过，军事不仅仅关注效率——安全是其首要关注点。根据 Mordor Intelligence 的报告，未来五年内，国防领域 AI 分析和机器人处理服务的可寻址市场规模将超过 600 亿美元。</p>
</div><p>As part of its deployment of Llama into the public sector, Meta announced that it's partnering with none other than Palantir. Below, I'll detail some valuation trends and additional talking points about Meta and Palantir, and assess which stock looks like the best opportunity at the moment.</p>
<div class="lb-trans"><p>作为将 Llama 部署到公共部门的一部分，Meta 宣布与 Palantir 合作。接下来，我将详细介绍一些估值趋势和关于 Meta 与 Palantir 的其他讨论点，并评估目前哪只股票看起来是最佳机会。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTc0MzEvZ2V0dHlpbWFnZXMtMTE3NjM5ODQyMi5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F797431%2Fgettyimages-1176398422.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Meta stock: Buy, sell, or hold?</h2>
<div class="lb-trans"><h2>Meta 股票：买入、卖出还是持有？</h2>
</div><p>Meta's AI thesis is pretty straightforward. The company owns a number of social media platforms including Facebook, Instagram, and WhatsApp. Moreover, Meta also has a budding operation focused on virtual reality, gaming, and the metaverse.</p>
<div class="lb-trans"><p>Meta 的 AI 理论相当简单。该公司拥有多个社交媒体平台，包括 Facebook、Instagram 和 WhatsApp。此外，Meta 还有一个正在发展的虚拟现实、游戏和元宇宙业务。</p>
</div><p>On the social media side of the equation, Meta sits in a lucrative position to leverage AI in such a way that helps it understand its user base on an even deeper level. In turn, Meta can improve its targeted advertising campaigns, which theoretically should yield higher engagement across its platforms. In addition, offering a unique suite of virtual reality and gaming products opens the door to a whole new cohort of users on the platform, all while diversifying the company's advertising-heavy business model.</p>
<div class="lb-trans"><p>在社交媒体方面，Meta 处于一个有利的位置，可以利用 AI 更深入地了解其用户群体。反过来，Meta 可以改善其定向广告活动，这理论上应该在其平台上产生更高的参与度。此外，提供独特的虚拟现实和游戏产品组合为平台上的新用户群体打开了大门，同时多样化了公司的广告重型商业模式。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/e8b2babee22705a4bd7fd2dd2451ee6b.png" alt="" original-src="https://media.ycharts.com/charts/e8b2babee22705a4bd7fd2dd2451ee6b.png"/></p>
<p>META PE Ratio data by YCharts</p>
<div class="lb-trans"><p>META 市盈率数据来源于 YCharts</p>
</div><p>I see Meta branching into the defense space and expanding its AI capabilities across the public sector as a big deal and a savvy choice to diversify its long-term roadmap. Yet, despite these appealing tailwinds, Meta's price-to-earnings (P/E) ratio of 27 is historically low. I think investors might be overlooking several big catalysts, making now an ideal time to buy Meta stock hand over fist.</p>
<div class="lb-trans"><p>我认为 Meta 进入国防领域并在公共部门扩展其 AI 能力是一个重要的举措，也是一个明智的选择，以多样化其长期发展路线图。然而，尽管这些有吸引力的顺风因素，Meta 的市盈率（P/E）为 27，历史上处于低位。我认为投资者可能忽视了几个重大催化剂，使得现在成为大量购买 Meta 股票的理想时机。</p>
</div><h2>Palantir stock: Buy, sell, or hold?</h2>
<div class="lb-trans"><h2>Palantir 股票：买入、卖出还是持有？</h2>
</div><p>Palantir has become one of the biggest profiles in AI over the last year. Following the release of the Palantir Artificial Intelligence Platform (AIP) in April 2023, the company has swiftly entered into a renaissance hallmarked by accelerated customer acquisition, revenue growth, and consistent profitability.</p>
<div class="lb-trans"><p>在过去一年中，Palantir 已成为 AI 领域最大的参与者之一。自 2023 年 4 月发布 Palantir 人工智能平台（AIP）以来，该公司迅速进入了一个以加速客户获取、收入增长和持续盈利为标志的复兴阶段。</p>
</div><p>Palantir's transformation hasn't gone unnoticed, either. Earlier this year the company announced a partnership with cloud computing specialist <strong>Oracle</strong>, as well as a deal with <strong>Microsoft</strong> that marries AIP with Microsoft's Azure cloud infrastructure across U.S. defense agencies.</p>
<div class="lb-trans"><p>Palantir 的转型也引起了关注。今年早些时候，该公司宣布与云计算专家 <strong>Oracle</strong> 合作，并与 <strong>Microsoft</strong> 达成协议，将 AIP 与 Microsoft 的 Azure 云基础设施结合在美国国防机构中。</p>
</div><p>All of these developments, while impressive, have made a noticeable impact on Palantir's share price. As I write this, shares of Palantir have gained over 240% this year -- making it the second-highest-performing stock in the <strong>S&amp;P 500</strong>.</p>
<div class="lb-trans"><p>所有这些发展，尽管令人印象深刻，但对 Palantir 的股价产生了明显影响。就在我写这篇文章时，Palantir 的股价今年已上涨超过 240%——成为 <strong>S&amp;P 500</strong> 中表现第二好的股票。</p>
</div><p>With a market capitalization of roughly $140 billion and a price-to-sales (P/S) multiple of 53, I have to say that Palantir stock has gotten out of hand.</p>
<div class="lb-trans"><p>Palantir 的市值约为 1400 亿美元，市销率（P/S）为 53，我不得不说 Palantir 的股票已经失控。</p>
</div><p>If you've read my prior pieces about Palantir then you'll know that I am incredibly optimistic about the company's future and I fully intend to remain a shareholder. But right now, there is just too much momentum fueling Palantir shares and its valuation has become disconnected from reality. For these reasons, I'd pass on Palantir for now but would encourage investors to be on the lookout for any sell-offs that could occur and use those as opportunities to buy the dip.</p>
<div class="lb-trans"><p>如果你读过我之前关于 Palantir 的文章，你就会知道我对该公司的未来非常乐观，并且我完全打算继续持有该公司的股票。但现在，推动 Palantir 股价的动力实在太强，其估值已与现实脱节。因此，出于这些原因，我暂时会放弃 Palantir，但会鼓励投资者关注可能出现的任何抛售，并利用这些机会进行低买。</p>
</div>

Meta and Palantir Join Forces in Defense Tech Artificial Intelligence (AI). Which Stock Is the Better Buy?

- Meta 与 Palantir 的合作将 AI 应用于军事领域，推动国防研究。  
- AI 分析和机器人处理服务在国防市场的潜在价值超过数十亿美元。  
- Palantir 股价已上涨 240%，但估值过高，建议投资者关注回调机会。

Meta 和 Palantir 在国防技术人工智能（AI）领域合作。哪只股票更值得买入？