{"id":486471,"date":"2024-02-06T17:14:49","date_gmt":"2024-02-07T01:14:49","guid":{"rendered":"https:\/\/nai500.com\/?p=486471"},"modified":"2024-02-06T17:14:49","modified_gmt":"2024-02-07T01:14:49","slug":"faang-%e7%be%8e%e8%82%a1%e4%b8%83%e9%9b%84-ai%e4%ba%94%e8%82%a1-%e6%97%b6%e4%bb%a3","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/02\/faang-%e7%be%8e%e8%82%a1%e4%b8%83%e9%9b%84-ai%e4%ba%94%e8%82%a1-%e6%97%b6%e4%bb%a3\/","title":{"rendered":"FAANG\u548c\u201c\u7f8e\u80a1\u4e03\u96c4\u201d\u90fd\u8fc7\u65f6\u4e86\uff0c\u73b0\u5728\u662f\u201cAI\u4e94\u80a1\u201d\u7684\u65f6\u4ee3"},"content":{"rendered":"<p>\u534e\u5c14\u8857\u5206\u6790\u5e08\u4eec\u6700\u559c\u6b22\u7ed9\u9886\u6da8\u80a1\u7968\u201c\u6253\u5305\u201d\uff0c\u6bd4\u5982\u8bf42017\u5e74CNBC\u91d1\u878d\u5206\u6790\u5e08Jim Cramer\u53d1\u660e\u7684FAANG\u80a1\u7968\uff0c\u4ee5\u53ca2013\u5e74\u7f8e\u56fd\u94f6\u884c\u5206\u6790\u5e08Michael Hartnett\u63d0\u51fa\u7684\u201c\u7f8e\u80a1\u4e03\u96c4\u201d\uff08Magnificent Seven\uff09\u6982\u5ff5\u3002\u8fd9\u4e9b\u79d1\u6280\u5de8\u5934\u9664\u4e86\u5927\u5e45\u8dd1\u8d62\u5e02\u573a\u4e4b\u5916\uff0c\u8fd8\u6709\u53e6\u4e00\u4e2a\u5171\u540c\u70b9\uff1a\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u3002<\/p>\n<p>\u8fdb\u51652024\u5e74\uff0c\u7f8e\u56fd\u4e03\u5927\u79d1\u6280\u80a1\u7ee7\u7eed\u5927\u6da8\uff0c\u4f46\u7279\u65af\u62c9Tesla Inc\uff08NASDAQ:TSLA\uff09\u9664\u5916\uff0c\u8be5\u80a1\u80a1\u4ef71\u6708\u5c31\u66b4\u8dcc\u4e8623%\u3002\u4e8e\u662f\uff0cCramer\u8ba4\u4e3a\u7279\u65af\u62c9\u5e94\u8be5\u88ab\u8e22\u51fa\u7f8e\u80a1\u4e03\u96c4\uff0c\u800cLight Street Capital\u7684Glen Kacher\u5e72\u8106\u89c9\u5f97FAANG\u548c\u7f8e\u80a1\u4e03\u96c4\u90fd\u5df2\u7ecf\u8fc7\u65f6\u4e86\uff0c\u56e0\u6b64\u63d0\u51fa\u4e86\u201cAI\u4e94\u80a1\u201d\u7684\u80a1\u7968\u7ec4\u5408\u3002<\/p>\n<p>\u65b0\u7684\u4e00\u5e74\u91cc\uff0cAI\u4e94\u80a1\u4f1a\u4e0d\u4f1a\u6210\u4e3a\u65b0\u7684\u5e02\u573a\u9886\u6da8\u80a1\u7968\uff1f<\/p>\n<h2>1. \u82f1\u4f1f\u8fbe<\/h2>\n<p>AI\u4e94\u80a1\u80af\u5b9a\u5c11\u4e0d\u4e86<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=NVDA\">\u82f1\u4f1f\u8fbeNVIDIA\uff08NASDAQ:NVDA\uff09<\/a>\u3002\u8be5\u516c\u53f8\u7684H100\u6570\u636e\u4e2d\u5fc3GPU\u82af\u7247\u662f\u5f00\u53d1\u5546\u5efa\u7acb\u3001\u8bad\u7ec3\u548c\u90e8\u7f72AI\u6a21\u578b\u7684\u9996\u9009\u786c\u4ef6\u30022023\u5e74\u521d\uff0c\u6c47\u4e30\u94f6\u884c\u5206\u6790\u5e08\u4f30\u8ba1\u8be5\u82af\u7247\u5236\u9020\u5546\u5728\u8fd9\u4e2a\u9886\u57df\u5360\u636e\u4e8690%\u7684\u5e02\u573a\u4efd\u989d\uff0c\u800c\u6b64\u540e\u7684\u8d22\u52a1\u4e1a\u7ee9\u4f3c\u4e4e\u4e5f\u5370\u8bc1\u4e86\u8fd9\u4e00\u89c2\u70b9\u3002\u82f1\u4f1f\u8fbe\u6700\u8fd1\u5b63\u5ea6\u7684\u603b\u6536\u5165\u540c\u6bd4\u66b4\u589e206%\uff0c\u5176\u4e2d\u6570\u636e\u4e2d\u5fc3\u6536\u5165\u589e\u957f279%\uff0c\u5e26\u52a8\u8be5\u80a1\u80a1\u4ef7\u53bb\u5e74\u5927\u6da8239%\u3002\u82f1\u4f1f\u8fbe\u65b0\u53d1\u5e03\u7684H200\u6570\u636e\u4e2d\u5fc3\u82af\u7247\u6027\u80fd\u76f8\u6bd4H100\u63d0\u5347\u4e86\u4e00\u500d\uff0c\u80fd\u8017\u51cf\u5c1150%\u3002\u76ee\u524d\u8be5\u516c\u53f8\u4ea7\u54c1\u4f9b\u4e0d\u5e94\u6c42\uff0c\u56e0\u6b64\u8be5\u8d22\u5e74\u7684\u4e1a\u7ee9\u5e94\u8be5\u4f1a\u7ef4\u6301\u9ad8\u589e\u957f\u8d8b\u52bf\u3002<\/p>\n<h2>2. \u5fae\u8f6f<\/h2>\n<p>\u5fae\u8f6fMicrosoft\uff08NASDAQ:MSFT\uff09\u7684AI\u4e1a\u52a1\u805a\u7126\u4e8e\u8f6f\u4ef6\uff0c\u516c\u53f8\u53bb\u5e74\u5411AI\u521d\u521b\u516c\u53f8OpenAI\u6295\u8d44100\u4ebf\u7f8e\u5143\u5e76\u5c06\u5176\u751f\u6210\u5f0fAI\u5e94\u7528\u6574\u5408\u8fdb\u516c\u53f8\u7684\u6574\u5957\u8f6f\u4ef6\u5f53\u4e2d\u3002\u6bd4\u5982\u8bf4\uff0cCopilot for 365\u7684\u7528\u6237\u73b0\u5728\u53ef\u4ee5\u5728Word\u3001Excel\u4ee5\u53caPowerPoint\u7b49\u5e94\u7528\u5f53\u4e2d\u5feb\u901f\u521b\u5efa\u5185\u5bb9\uff0c\u63d0\u5347\u52b3\u52a8\u751f\u4ea7\u7387\u3002\u6b64\u5916\uff0cAzure OpenAI Service\u6574\u5408\u4e86OpenAI\u7684GPT-4\u6a21\u578b\uff0cAzure\u4e91\u5ba2\u6237\u53ef\u4ee5\u5229\u7528\u8fd9\u4e00\u6280\u672f\u5f00\u53d1\u6ee1\u8db3\u81ea\u8eab\u9700\u6c42\u7684AI\u5e94\u7528\u3002\u6700\u8fd1\uff0c\u5fae\u8f6f\u53d6\u4ee3\u82f9\u679cApple\uff08NASDAQ:AAPL\uff09\u6210\u4e3a\u5168\u7403\u5e02\u503c\u6700\u9ad8\u7684\u516c\u53f8\uff08\u8d85\u8fc73\u4e07\u4ebf\u7f8e\u5143\uff09\u3002<\/p>\n<h2>3. Advanced Micro Devices<\/h2>\n<p>\u5728AI\u82af\u7247\u9886\u57df\uff0cAdvanced Micro Devices Inc\uff08NASDAQ:AMD\uff09\u501f\u52a9\u65b0\u53d1\u5e03\u7684MI300\u6570\u636e\u4e2d\u5fc3GPU\u4e0e\u82f1\u4f1f\u8fbe\u5f62\u6210\u6b63\u9762\u7ade\u4e89\u5c40\u9762\u3002MI300A\u662f\u5168\u7403\u9996\u6b3e\u6570\u636e\u4e2d\u5fc3APU\uff0c\u7f8e\u56fd\u52b3\u4f26\u65af\u5229\u5f17\u83ab\u5c14\u56fd\u5bb6\u5b9e\u9a8c\u5ba4\u5ba3\u5e03\u6700\u65b0\u7684\u8d85\u7ea7\u8ba1\u7b97\u673aEl Capitan\u5c06\u9009\u7528AMD\u7684\u8fd9\u6b3e\u82af\u7247\u3002\u6b64\u5916\uff0c\u7279\u65af\u62c9Tesla Inc\uff08NASDAQ:TSLA\uff09\u53ef\u80fd\u4e5f\u4f1a\u4f7f\u7528MI300\u8bad\u7ec3\u5b83\u7684AI\u4ee5\u53ca\u81ea\u52a8\u9a7e\u9a76\u6a21\u578b\u30022024\u5e74\u4ee5\u6765\uff0cAMD\u7684\u80a1\u4ef7\u5df2\u7ecf\u5927\u6da828%\u3002<\/p>\n<h2>4. \u53f0\u79ef\u7535<\/h2>\n<p>\u53f0\u79ef\u7535Taiwan Semiconductor Manufacturing\uff08NYSE:TSM\uff09\u751f\u4ea7\u4e86\u5168\u7403\u8d85\u8fc7\u4e00\u534a\u7684\u82af\u7247\uff0c\u5176\u4e2d\u5305\u62ec\u7c7b\u4f3c\u82f1\u4f1f\u8fbe\u548cAMD\u7b49\u516c\u53f8\u8bbe\u8ba1\u7684\u9ad8\u7aefGPU\u3002\u5f97\u76ca\u4e8eAI\u82af\u7247\u7684\u9ad8\u9700\u6c42\uff0c\u8be5\u516c\u53f8\u9ad8\u6027\u80fd\u8ba1\u7b97\u4e1a\u52a1\u677f\u5757\u56db\u5b63\u5ea6\uff08\u622a\u81f312\u670831\u65e5\uff09\u73af\u6bd4\u589e\u957f17%\u3002\u534e\u5c14\u8857\u9884\u8ba1\u53f0\u79ef\u75352024\u5e74\u7684\u6536\u5165\u5c06\u589e\u957f22%\u81f3850\u4ebf\u7f8e\u5143\uff0c2025\u5e74\u518d\u589e\u957f20%\u5e76\u9996\u6b21\u7a81\u78341000\u4ebf\u7f8e\u5143\u3002<\/p>\n<h2>5. \u535a\u901a<\/h2>\n<p>\u535a\u901aBroadcom\uff08NASDAQ:AVGO\uff09\u6216\u8bb8\u4e0d\u5728\u5f88\u591aAI\u6295\u8d44\u8005\u9996\u9009\u5173\u6ce8\u80a1\u7968\u540d\u5355\u5f53\u4e2d\uff0c\u4f46\u8be5\u80a1\u80a1\u4ef7\u8fc7\u53bb5\u5e74\u7ffb\u4e86\u4e24\u756a\u591a\uff0c\u5e76\u4e14\u6536\u8d2d\u4e86\u5b89\u534e\u9ad8\u3001CA Technologies\u3001\u8d5b\u95e8\u94c1\u514b\u4ee5\u53caVMware\u3002\u535a\u901a\u662f\u8054\u7f51\u548c\u670d\u52a1\u5668\u8fde\u63a5\u9886\u57df\u7684\u9886\u5bfc\u8005\uff0c\u516c\u53f8\u63a8\u51fa\u5168\u65b0\u4ea4\u6362\u673a\u82af\u7247Tomahawk 5\u53ef\u4ee5\u52a0\u5febAI\u5de5\u4f5c\u8d1f\u8f7d\u3002\u6b64\u5916\uff0c\u8d5b\u95e8\u94c1\u514b\u6700\u8fd1\u4e0e\u8c37\u6b4c\u4e91\u7684Vertex AI\u5e73\u53f0\u7b7e\u7f72\u534f\u8bae\u3002\u535a\u901a\u53bb\u5e74\u5b8c\u6210\u4e86\u5bf9VMware\u7684\u6536\u8d2d\uff0c2024\u8d22\u5e74\u8d77\uff08\u8d77\u59cb\u4e8e2023\u5e7411\u6708\uff09\u8d22\u62a5\u5c06\u4f1a\u5408\u5e76\uff0c\u56e0\u6b642024\u8d22\u5e74\u7684\u6536\u5165\u9884\u8ba1\u5c06\u4f1a\u589e\u957f40%\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u534e\u5c14\u8857\u5206\u6790\u5e08\u4eec\u6700\u559c\u6b22\u7ed9\u9886\u6da8\u80a1\u7968\u201c\u6253\u5305\u201d\uff0c\u6bd4\u5982\u8bf42017\u5e74CNBC\u91d1\u878d\u5206\u6790\u5e08Jim Cramer\u53d1\u660e\u7684FAANG [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":449072,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[2173,2155,1997],"class_list":["post-486471","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-2173","tag-2155","tag-1997","sectors-technology-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/486471","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=486471"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/486471\/revisions"}],"predecessor-version":[{"id":486476,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/486471\/revisions\/486476"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/449072"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=486471"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=486471"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=486471"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}