{"id":489874,"date":"2024-03-04T23:52:37","date_gmt":"2024-03-05T07:52:37","guid":{"rendered":"https:\/\/nai500.com\/?p=489874"},"modified":"2024-03-04T23:56:33","modified_gmt":"2024-03-05T07:56:33","slug":"%e6%8a%95%e8%b5%84%e7%be%8e%e8%82%a1%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%ef%bc%8c%e5%88%86%e6%9e%90%e5%b8%88%e6%8e%a8%e8%8d%90%e8%bf%9910%e5%8f%aaai%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/03\/%e6%8a%95%e8%b5%84%e7%be%8e%e8%82%a1%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%ef%bc%8c%e5%88%86%e6%9e%90%e5%b8%88%e6%8e%a8%e8%8d%90%e8%bf%9910%e5%8f%aaai%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u6295\u8d44\u7f8e\u80a1\u4eba\u5de5\u667a\u80fd\uff0c\u5206\u6790\u5e08\u63a8\u8350\u8fd910\u53eaAI\u80a1\u7968"},"content":{"rendered":"

\u8fc7\u53bb\u4e00\u5e74\uff0c\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u5f00\u59cb\u5927\u7206\u53d1\uff0c\u5176\u4e2d\u5305\u62ecOpenAI\u7684\u804a\u5929\u673a\u5668\u4ebaChatGPT\uff0cGitHub\u7684\u4ee3\u7801\u751f\u6210\u8f6f\u4ef6Copilot AI\u4ee5\u53ca\u8c37\u6b4c\u7684AI\u6a21\u578bGemini\uff0c\u7f8e\u80a1\u7684AI\u80a1\u7968\u70ed\u6f6e\u5230\u73b0\u5728\u4e3a\u6b62\u4f9d\u7136\u6ca1\u6709\u6d88\u9000\u3002\u672a\u6765\uff0c\u5927\u91cf\u516c\u53f8\u548c\u80a1\u7968\u4ee5\u53ca\u5404\u4e2a\u884c\u4e1a\u90fd\u5c06\u53d7\u76ca\u4e8eAI\uff0c\u800c\u6ca1\u6709\u79ef\u6781\u6295\u8d44AI\u4ea7\u54c1\u548c\u670d\u52a1\u7684\u516c\u53f8\u5c06\u9762\u4e34\u88ab\u6dd8\u6c70\u7684\u98ce\u9669\u3002<\/p>\n

\u5982\u679c\u4f60\u60f3\u6295\u8d44\u7f8e\u80a1\u7684\u4eba\u5de5\u667a\u80fd\u4e3b\u9898\uff0cArgus Research\u7684\u5206\u6790\u5e08\u63a8\u8350\u4e0b\u9762\u8fd910\u53eaAI\u80a1\u7968\uff1a<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
\u80a1\u7968<\/strong><\/td>\n\u9690\u542b\u80a1\u4ef7\u4e0a\u6da8\u5e45\u5ea6\uff08\u76f8\u8f83<\/strong>3<\/strong>\u6708<\/strong>1<\/strong>\u65e5\u7684\u6536\u76d8\u4ef7\uff09<\/strong><\/td>\n<\/tr>\n
Microsoft Corp. (ticker:\u00a0MSFT)<\/td>\n14.3%<\/td>\n<\/tr>\n
Nvidia Corp. (NVDA)<\/td>\n3.3%<\/td>\n<\/tr>\n
Alphabet Inc. (GOOG,\u00a0GOOGL)<\/td>\n24.0%<\/td>\n<\/tr>\n
Amazon.com Inc. (AMZN)<\/td>\n3.8%<\/td>\n<\/tr>\n
Meta Platforms Inc. (META)<\/td>\n9.5%<\/td>\n<\/tr>\n
Taiwan Semiconductor Manufacturing Co. Ltd. (TSM)<\/td>\n-2.9%<\/td>\n<\/tr>\n
Adobe Inc. (ADBE)<\/td>\n18.2%<\/td>\n<\/tr>\n
ASML Holding NV (ASML)<\/td>\n0.9%<\/td>\n<\/tr>\n
International Business Machines Corp. (IBM)<\/td>\n19.6%<\/td>\n<\/tr>\n
Arista Networks Inc. (ANET)<\/td>\n9.5%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u7f8e\u80a1AI\u80a1\u79681\uff1a\u5fae\u8f6f<\/h2>\n

2019\u5e74\uff0c\u5fae\u8f6fMicrosoft\uff08NASDAQ:MSFT\uff09<\/a>\u5ba3\u5e0310\u4ebf\u7f8e\u5143\u6295\u8d44OpenAI\uff0c2023\u5e741\u6708\u5c06\u6295\u8d44\u989d\u8ffd\u52a0\u81f3130\u4ebf\u7f8e\u5143\u5e76\u5c06ChatGPT\u6574\u5408\u5230\u5b83\u7684Bing\u641c\u7d22\u5f15\u64ce\u5f53\u4e2d\u30022023\u5e749\u6708\uff0c\u5fae\u8f6f\u5ba3\u5e03AI\u52a9\u624bMicrosoft Copilot\u3002\u6b64\u5916\uff0c\u8be5\u516c\u53f8\u62a5\u544a\u56db\u5b63\u5ea6Azure\u548c\u4e91\u670d\u52a1\u4e1a\u52a1\u589e\u957f30%\uff0c\u5176\u4e2dAI\u8d21\u732e\u4e866\u4e2a\u767e\u5206\u70b9\u3002<\/p>\n

\u7f8e\u80a1AI\u80a1\u79682\uff1a\u82f1\u4f1f\u8fbe<\/h2>\n

\u9ad8\u7aef\u82af\u7247\u5236\u9020\u5546\u82f1\u4f1f\u8fbeNVIDIA\uff08NASDAQ:NVDA\uff09\u63d0\u4f9b\u9ad8\u7ea7AI\u5e94\u7528\u8fd0\u884c\u6240\u9700\u7684\u5f3a\u5927\u7b97\u529b\uff0c\u5e76\u4e14\u501f\u7740AI\u7684\u4e1c\u98ce\u6210\u4e3a\u4e862023\u5e74\u8868\u73b0\u6700\u597d\u7684\u6807\u666e500\u6307\u6570\u6210\u5206\u80a1\u3002\u5728\u82f1\u4f1f\u8fbe\u9ad8\u7aefAI\u82af\u7247\u9700\u6c42\u7684\u9a71\u52a8\u4e4b\u4e0b\uff0c\u516c\u53f8\u56db\u5b63\u5ea6\u6536\u5165\u589e\u957f265%\uff0c\u51c0\u5229\u6da6\u589e\u957f768%\u3002<\/p>\n

\u7f8e\u80a1AI\u80a1\u79683\uff1aAlphabet<\/h2>\n

\u8c37\u6b4c\u548cYouTube\u7684\u6bcd\u516c\u53f8Alphabet Inc\uff08NASDAQ:GOOG\uff09\uff08NASDAQ:GOOGL\uff09\u51e0\u4e4e\u5728\u516c\u53f8\u7684\u6240\u6709\u4e1a\u52a1\u9886\u57df\u90fd\u91c7\u7528\u4e86AI\u548c\u81ea\u52a8\u5316\uff0c\u5176\u4e2d\u5305\u62ec\u5b9a\u4ef7\u3001\u5185\u5bb9\u63a8\u8350\u4ee5\u53caGmail\u5783\u573e\u90ae\u4ef6\u8fc7\u6ee4\u30022023\u5e743\u6708\uff0c\u8be5\u516c\u53f8\u63a8\u51faAI\u804a\u5929\u673a\u5668\u4ebaBard\uff0c\u8fd9\u4e5f\u662f\u8be5\u516c\u53f8\u5230\u76ee\u524d\u4e3a\u6b62\u6700\u5f3a\u5927\uff0c\u6700\u901a\u7528\u7684AI\u6a21\u578b\u3002<\/p>\n

\u7f8e\u80a1AI\u80a1\u79684\uff1a\u4e9a\u9a6c\u900a<\/h2>\n

\u7535\u5546\u5de8\u5934\u4e9a\u9a6c\u900aAmazon.com\uff08NASDAQ:AMZN\uff09\u4e5f\u5c06AI\u6574\u5408\u5230\u516c\u53f8\u7684\u5404\u4e2a\u4e1a\u52a1\u9886\u57df\u4e2d\u53bb\uff0c\u5176\u4e2d\u5305\u62ec\u5b9a\u5411\u5e7f\u544a\u3001\u5e02\u573a\u641c\u7d22\u548c\u63a8\u8350\u7b97\u6cd5\uff0c\u4ee5\u53ca\u4e91\u670d\u52a1Amazon Web Services\uff08AWS\uff09\u3002\u4e9a\u9a6c\u900a\u4e3a\u5b83\u7684AWS\u4e91\u5ba2\u6237\u63d0\u4f9b\u5404\u79cdAI\u548c\u673a\u5668\u5b66\u4e60\u670d\u52a1\uff0c\u5176\u4e2d\u5305\u62ec\u9ad8\u7ea7\u6587\u672c\u5206\u6790\uff0c\u81ea\u52a8\u4ee3\u7801\u5ba1\u67e5\u4ee5\u53ca\u804a\u5929\u673a\u5668\u4eba\u30021\u6708\uff0c\u4e9a\u9a6c\u900a\u63a8\u51fa\u65b0\u7684\u53ef\u4ee5\u56de\u7b54\u4e70\u5bb6\u6709\u5173\u4ea7\u54c1\u63d0\u95ee\u7684AI\u5de5\u5177\u3002<\/p>\n

\u7f8e\u80a1AI\u80a1\u79685\uff1aMeta Platforms<\/h2>\n

Meta Platforms, Inc.\uff08NASDAQ:META\uff09\u662f\u793e\u4ea4\u5a92\u4f53\u4ee5\u53ca\u7ebf\u4e0a\u5e7f\u544a\u7684\u5e02\u573a\u9886\u5bfc\u8005\uff0c\u65d7\u4e0b\u62e5\u6709Facebook\u548cInstagram\u7b49\u591a\u4e2a\u91cd\u91cf\u7ea7\u5e73\u53f0\u3002Meta\u636e\u62a5\u6b63\u5728\u5f00\u53d1\u80fd\u591f\u4e0e\u6700\u5148\u8fdb\u7684OpenAI\u6a21\u578b\u76f8\u5ab2\u7f8e\u7684AI\u7cfb\u7edf\uff0c\u5e76\u4e141\u6708\u8868\u793a\u5b83\u7684\u4eba\u5de5\u667a\u80fd\u6280\u672f\u52a9\u529b\u5e7f\u544a\u5546\u5c06\u652f\u51fa\u56de\u62a5\u7387\u5e73\u5747\u63d0\u9ad8\u4e8632%\u3002<\/p>\n

\u7f8e\u80a1AI\u80a1\u79686\uff1a\u53f0\u79ef\u7535<\/h2>\n

\u5168\u7403\u6700\u5927\u7684\u82af\u7247\u4ee3\u5de5\u5382\u53f0\u79ef\u7535Taiwan Semiconductor Manufacturing\uff08NYSE:TSM\uff09\u4e3a\u82f1\u4f1f\u8fbe\u4ee5\u53ca\u5176\u4ed6AI\u82af\u7247\u5236\u9020\u5546\u751f\u4ea7\u5404\u79cd\u5148\u8fdb\u7684AI\u534a\u5bfc\u4f53\u3002\u8be5\u516c\u53f8\u6700\u8fd1\u8868\u793a\uff0c\u867d\u7136\u667a\u80fd\u624b\u673a\u4ee5\u53ca\u7535\u52a8\u8f66\u7684\u9700\u6c42\u75b2\u8f6f\uff0c\u4f46\u9ad8\u7aefAI\u82af\u7247\u9700\u6c42\u5c06\u5e2e\u52a9\u516c\u53f82024\u5e74\u5b9e\u73b020%\u7684\u6536\u5165\u589e\u957f\u3002<\/p>\n

\u7f8e\u80a1AI\u80a1\u79687\uff1aAdobe<\/h2>\n

Adobe Systems Inc\uff08NASDAQ:ADBE\uff09\u751f\u4ea7\u9762\u5411\u8425\u9500\u4ee5\u53ca\u7535\u5546\u7684\u521b\u610f\u5185\u5bb9\u8f6f\u4ef6\u53ca\u5176\u4ed6\u5e94\u7528\uff0c\u5176\u4e2d\u8be5\u516c\u53f8\u7684Firefly\u751f\u6210\u5f0f\u673a\u5668\u5b66\u4e60\u6a21\u578b\u5728Photoshop\u3001Illustrator\u53ca\u5176\u4ed6\u5e73\u53f0\u4e0a\u6fc0\u53d1\u4e86\u5ba2\u6237\u7684\u5174\u8da3\u3002\u6b64\u5916\uff0cAdobe\u8fd8\u5c06\u5b83\u7684Sensei AI\u548c\u673a\u5668\u5b66\u4e60\u6280\u672f\u5e94\u7528\u4e8eAdobe Analytics\u3001Campaign\u548cTarget\u4ea7\u54c1\u3002\u57281\u6708\u4e3e\u884c\u76842024\u5e74\u6d88\u8d39\u7535\u5b50\u5c55\u4e0a\uff0cAdobe\u7684\u751f\u6210\u5f0fAI\u526f\u603b\u88c1\u8868\u793a\uff0c\u8be5\u516c\u53f8\u6b63\u4ece\u4e00\u5bb6\u8f6f\u4ef6\u516c\u53f8\u8f6c\u578b\u4e3aAI\u516c\u53f8\u3002<\/p>\n

\u7f8e\u80a1AI\u80a1\u79688\uff1a\u963f\u65af\u9ea6\u63a7\u80a1<\/h2>\n

\u963f\u65af\u9ea6\u63a7\u80a1ASML Holding\uff08NASDAQ:ASML\uff09\u751f\u4ea7\u534a\u5bfc\u4f53\u5236\u9020\u6240\u9700\u7684\u5149\u523b\u7cfb\u7edf\u53ca\u5176\u4ed6\u52a0\u5de5\u8bbe\u5907\uff0c\u540c\u65f6\u4e5f\u662f\u9ad8\u7aefAI\u82af\u7247\u751f\u4ea7\u6240\u5fc5\u9700\u7684EUV\u5149\u523b\u673a\u552f\u4e00\u7684\u5927\u578b\u751f\u4ea7\u5546\u3002\u963f\u65af\u9ea6\u9996\u5e2d\u6267\u884c\u5b98Peter Wennink\u6700\u8fd1\u8868\u793a\uff0cAI\u6280\u672f\u7684\u5f00\u53d1\u9700\u8981\u5927\u91cf\u7684\u6570\u636e\u5b58\u50a8\u4ee5\u53ca\u7b97\u529b\uff0c\u800c\u6ca1\u6709\u963f\u65af\u9ea6\u7684\u6280\u672f\uff0c\u8fd9\u4e00\u5207\u90fd\u4e0d\u53ef\u80fd\u53d1\u751f\u3002<\/p>\n

\u7f8e\u80a1AI\u80a1\u79689\uff1aIBM<\/h2>\n

\u591a\u5e74\u6765\uff0cInternational Business Machines Corp\uff08NYSE:IBM\uff09\u4e00\u76f4\u5728\u6539\u9020\u5b83\u7684AI\u8d85\u7ea7\u8ba1\u7b97\u673aWatson\uff0c\u4ece\u800c\u63a8\u52a8\u533b\u7597\u3001\u91d1\u878d\u3001\u6cd5\u5f8b\u4ee5\u53ca\u5b66\u672f\u9886\u57df\u7684\u53d8\u9769\u3002IBM\u7684Watson AI\u89e3\u51b3\u65b9\u6848\u7ec4\u5408\u5305\u62ec\u63d0\u5347\u5ba2\u6237\u670d\u52a1\u7684\u5e94\u7528\uff0c\u81ea\u52a8\u5316\u5de5\u4f5c\u6d41\u7a0b\u4ee5\u53ca\u9884\u6d4b\u7ed3\u679c\uff0c\u516c\u53f8\u7684Watson Studio\u751a\u81f3\u53ef\u4ee5\u5e2e\u52a9\u4f01\u4e1a\u5ba2\u6237\u6253\u9020\u4e13\u6709\u7684AI\u5e94\u7528\u300212\u6708\uff0cIBM\u548cMeta Platforms\u6210\u7acb\u4e86AI\u6280\u672f\u5f00\u53d1\u8005\u7684\u56fd\u9645\u793e\u533aAI Alliance\u3002<\/p>\n

\u7f8e\u80a1AI\u80a1\u796810\uff1aArista Networks<\/h2>\n

Arista Networks Inc\uff08NYSE:ANET\uff09\u9762\u5411\u4e92\u8054\u7f51\u516c\u53f8\u3001\u4e91\u670d\u52a1\u63d0\u4f9b\u5546\u4ee5\u53ca\u4f01\u4e1a\u6570\u636e\u4e2d\u5fc3\u4f9b\u5e94\u4e91\u7f51\u7edc\u89e3\u51b3\u65b9\u6848\u3002\u60f3\u8981\u4e3aAI\u5de5\u4f5c\u8d1f\u8f7d\u63d0\u4f9b\u6240\u5fc5\u9700\u7b97\u529b\uff0c\u79bb\u4e0d\u5f00\u8be5\u516c\u53f8\u7684\u9ad8\u6027\u80fd\u4e91\u7f51\u7edc\u89e3\u51b3\u65b9\u6848\u4ee5\u53ca\u9ad8\u901a\u91cf\u6570\u636e\u4e2d\u5fc3\u4ea4\u6362\u673a\u30022023\u5e7411\u6708\uff0cArista\u7684\u9996\u5e2d\u6267\u884c\u5b98Jayshree Ullal\u8bbe\u5b9a\u5e74\u5ea6AI\u7f51\u7edc\u6536\u5165\u52302025\u5e74\u8fbe\u52307.50\u4ebf\u7f8e\u5143\u7684\u65b0\u76ee\u6807\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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