{"id":496145,"date":"2024-05-05T20:33:53","date_gmt":"2024-05-06T03:33:53","guid":{"rendered":"https:\/\/nai500.com\/?p=496145"},"modified":"2024-05-05T20:33:53","modified_gmt":"2024-05-06T03:33:53","slug":"%e7%be%8e%e5%9b%bdai%e6%96%b0%e8%82%a1-%e6%9a%b4%e6%b6%a8-%e4%bc%b0%e5%80%bc-%e4%bd%8e%e4%ba%8e%e8%8b%b1%e4%bc%9f%e8%be%be","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/05\/%e7%be%8e%e5%9b%bdai%e6%96%b0%e8%82%a1-%e6%9a%b4%e6%b6%a8-%e4%bc%b0%e5%80%bc-%e4%bd%8e%e4%ba%8e%e8%8b%b1%e4%bc%9f%e8%be%be\/","title":{"rendered":"\u8fd9\u53ea\u7f8e\u56fdAI\u65b0\u80a1\uff0c\u4e24\u5e74\u66b4\u6da81700%\uff0c\u4f46\u4f30\u503c\u4f9d\u7136\u4f4e\u4e8e\u82f1\u4f1f\u8fbe"},"content":{"rendered":"<p>2022\u5e7412\u6708\uff0c\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u516c\u53f8<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=SMCI\">Super Micro Computer Inc\uff08NASDAQ:SMCI\uff09<\/a>\u6210\u4e3a\u6807\u666e\u4e2d\u578b\u80a1400\u6307\u6570\u6210\u5206\u80a1\uff0c2024\u5e743\u6708\u6b63\u5f0f\u52a0\u5165\u6807\u666e500\u6307\u6570\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u8fc7\u53bb\u4e24\u5e74\uff0c\u5f97\u76ca\u4e8eAI\u8ba1\u7b97\u4ea7\u54c1\u7684\u5f3a\u52b2\u9700\u6c42\u9a71\u52a8\u9500\u552e\u989d\u7684\u5feb\u901f\u589e\u957f\uff0c\u8fd9\u53ea\u7f8e\u56fdAI\u65b0\u80a1\u7684\u80a1\u4ef7\u66b4\u6da8\u8d85\u8fc71700%\u3002<\/p>\n<p>\u4e0d\u8fc7\u53ef\u80fd\u8ba9\u4f60\u60f3\u4e0d\u5230\u7684\u662f\uff0c\u8fd9\u53eaAI\u65b0\u80a1\u7684\u4f30\u503c\u6c34\u5e73\u4f9d\u7136\u4e0d\u9ad8\uff0c\u540c\u65f6\u534e\u5c14\u8857\u5206\u6790\u5e08\u4e5f\u7ed9\u4e88\u8be5\u80a1\u201c\u4e70\u5165\u201d\u7684\u8bc4\u7ea7\uff0c965\u7f8e\u5143\u7684\u76ee\u6807\u4ef7\u683c\u8f83\u5176\u5f53\u524d762\u7f8e\u5143\u7684\u80a1\u4ef7\u8fd8\u670926%\u7684\u4e0a\u6da8\u6f5c\u529b\u3002<\/p>\n<h2>Super Micro Computer\u6269\u5927AI\u670d\u52a1\u5668\u5e02\u573a\u7684\u4efd\u989d<\/h2>\n<p>Super Micro Computer\u5f00\u53d1\u52a0\u901f\u8ba1\u7b97\u5e73\u53f0\uff0c\u6bd4\u5982\u8bf4\u9762\u5411\u4f01\u4e1a\u548c\u4e91\u6570\u636e\u4e2d\u5fc3\u7684\u5b58\u50a8\u7cfb\u7edf\u548c\u670d\u52a1\u5668\uff0c\u81f4\u529b\u4e8e\u4e3a\u4f01\u4e1a\u3001\u4e91\u8ba1\u7b97\u3001AI\u548c5G\u7535\u4fe1\/\u8fb9\u7f18IT\u57fa\u7840\u67b6\u6784\u63d0\u4f9b\u9886\u5148\u5e02\u573a\u7684\u521b\u65b0\u6280\u672f\u3002\u516c\u53f8\u7684\u5e73\u53f0\u6574\u5408\u4e86\u6765\u81ea\u8bf8\u5982Advanced Micro Devices Inc\uff08NASDAQ:AMD\uff09\u3001\u82f1\u7279\u5c14Intel\uff08NASDAQ:INTC\uff09\u548c\u82f1\u4f1f\u8fbeNVIDIA\uff08NASDAQ:NVDA\uff09\u7b49\u4f9b\u5e94\u5546\u6700\u65b0\u7684\u82af\u7247\u3001\u5b58\u50a8\u5668\u548c\u5b58\u50a8\u89e3\u51b3\u65b9\u6848\u3002<\/p>\n<p>\u7f8e\u56fd\u94f6\u884c\u7684\u5206\u6790\u5e08\u8868\u793a\uff0c\u51ed\u501f\u7740Supermicro\u7684\u7ade\u4e89\u4f18\u52bf\uff0c\u516c\u53f8\u5728\u4eba\u5de5\u667a\u80fd\u670d\u52a1\u5668\u5e02\u573a\u7684\u4efd\u989d\u5c06\u5f97\u5230\u63d0\u5347\uff0c\u9500\u552e\u989d\u5360\u6bd4\u9884\u8ba1\u5c06\u4ece2023\u5e74\u768410%\u5347\u81f32026\u5e74\u768417%\u3002Argus\u7684Jim Kelleher\u4e5f\u770b\u597d\u8fd9\u53ea\u80a1\u7968\uff0c\u79f0\u8be5\u516c\u53f8\u5728\u4f20\u7edf\u670d\u52a1\u5668\u5e02\u573a\u4e0a\u4eab\u6709\u9886\u5148\u4f18\u52bf\uff0c\u540c\u65f6\u4e5f\u662f\u82f1\u4f1f\u8fbe\u53ca\u5176\u4ed6AI\u5e94\u7528\u884c\u4e1a\u9886\u5bfc\u8005\u7684\u5408\u4f5c\u4f19\u4f34\u4e4b\u9009\u3002\u65e0\u8bba\u662f\u57f9\u8bad\u5927\u8bed\u8a00\u6a21\u578b\u3001\u63a8\u7406\u3001\u6df1\u5ea6\u5b66\u4e60\u53ca\u5176\u4ed6\u751f\u6210\u5f0fAI\u5e94\u7528\u80cc\u540e\u7684\u6280\u672f\uff0cSupermicro\u90fd\u662fGPU\u8ba1\u7b97\u57fa\u7840\u8bbe\u65bd\u6570\u636e\u4e2d\u5fc3\u90e8\u7f72\u9996\u9009\u7684\u63d0\u4f9b\u5546\u3002<\/p>\n<h2>\u4e09\u5b63\u62a5\u906d\u9047\u5c0f\u632b\u6298<\/h2>\n<p>Supermicro\u53d1\u5e03\u4e09\u5b63\u5ea6\u6536\u5165\u4e0d\u53ca\u9884\u671f\uff0c\u80a1\u4ef7\u66b4\u8dcc15%\u3002\u5177\u4f53\u6765\u770b\uff0c\u6536\u5165\u589e\u957f200%\u81f338\u4ebf\u7f8e\u5143\uff0c\u4f46\u7a0d\u4f4e\u4e8e\u534e\u5c14\u8857\u9884\u671f\u7684209%\u3002\u4e0d\u8fc7\uff0c\u975eGAAP\u7a00\u91ca\u540e\u6bcf\u80a1\u51c0\u5229\u6da6\u589e\u957f308%\u81f36.65\u7f8e\u5143\uff0c\u589e\u901f\u8fdc\u8d85\u5206\u6790\u5e08\u9884\u671f\u7684255%\u3002\u6b64\u5916\uff0c\u516c\u53f8\u8fd8\u4e0a\u8c03\u4e862024\u8d22\u5e74\uff08\u622a\u81f36\u670830\u65e5\uff09\u7684\u6536\u5165\u589e\u901f\u9884\u671f\uff0c\u9500\u552e\u989d\u589e\u901f\u6307\u5f15\u4e2d\u70b9\u4ece\u539f\u6765\u7684104%\u63d0\u9ad8\u81f3110%\uff0c\u534e\u5c14\u8857\u9884\u671f106%\u3002<\/p>\n<h2>\u4f30\u503c\u4f9d\u7136\u5408\u7406<\/h2>\n<p>\u6309\u7167\u6469\u6839\u5927\u901a\u7684\u9884\u6d4b\uff0c2023-2028\u5e74\u671f\u95f4\uff0cAI\u670d\u52a1\u5668\u5e02\u573a\u6bcf\u5e74\u5c06\u4ee547%\u7684\u5e45\u5ea6\u589e\u957f\uff0cSupermicro\u5c06\u53d7\u76ca\u4e8e\u8fd9\u4e00\u8d8b\u52bf\u3002\u534e\u5c14\u8857\u9884\u8ba1\u8be5\u516c\u53f8\u672a\u67653\u52305\u5e74\u7684\u6bcf\u80a1\u6536\u76ca\u589e\u901f\u5c06\u8fbe49%\u3002\u6309\u7167\u8fd9\u4e00\u76c8\u5229\u9884\u6d4b\uff0c\u8be5\u80a142.7\u7684\u5e02\u76c8\u7387\u975e\u5e38\u5408\u7406\uff0c\u800cPEG\uff08\u5e02\u76c8\u7387\u76f8\u5bf9\u76c8\u5229\u589e\u957f\u6bd4\u7387\uff09\u66f4\u662f\u4e0d\u52301\uff0c\u76f8\u6bd4\u82f1\u4f1f\u8fbe\u7684PEG\u6bd4\u7387\u4e3a2\uff0c\u4e9a\u9a6c\u900aAmazon.com\uff08NASDAQ:AMZN\uff09\u548c\u5fae\u8f6fMicrosoft\uff08NASDAQ:MSFT\uff09\u5206\u522b\u4e3a2.2\u548c2.5\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>2022\u5e7412\u6708\uff0c\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u516c\u53f8Super Micro Computer Inc\uff08NASDAQ:SMCI [&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":[2173,2155,2137],"class_list":["post-496145","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-2173","tag-2155","tag-2137","sectors-technology-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/496145","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=496145"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/496145\/revisions"}],"predecessor-version":[{"id":496150,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/496145\/revisions\/496150"}],"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=496145"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=496145"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=496145"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}