{"id":545895,"date":"2024-07-15T20:59:55","date_gmt":"2024-07-16T03:59:55","guid":{"rendered":"https:\/\/nai500.com\/?p=545895"},"modified":"2024-07-15T20:59:55","modified_gmt":"2024-07-16T03:59:55","slug":"%e5%8d%8e%e5%b0%94%e8%a1%97%e4%b8%93%e5%ae%b6%e5%be%88%e4%b9%90%e8%a7%82-amd-%e7%ad%89%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e4%bc%81%e4%b8%9a%e6%94%b6%e7%9b%8a%e6%88%96%e5%b0%86%e5%a2%9e%e5%8a%a0","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/07\/%e5%8d%8e%e5%b0%94%e8%a1%97%e4%b8%93%e5%ae%b6%e5%be%88%e4%b9%90%e8%a7%82-amd-%e7%ad%89%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e4%bc%81%e4%b8%9a%e6%94%b6%e7%9b%8a%e6%88%96%e5%b0%86%e5%a2%9e%e5%8a%a0\/","title":{"rendered":"\u534e\u5c14\u8857\u4e13\u5bb6\u5f88\u4e50\u89c2\uff0cAMD\u7b49\u4eba\u5de5\u667a\u80fd\u4f01\u4e1a\u6536\u76ca\u6216\u5c06\u589e\u52a0"},"content":{"rendered":"

\u5c3d\u7ba1\u79d1\u6280\u5de8\u5934\u82f1\u4f1f\u8fbe(NVDA)<\/a> \u6700\u8fd1\u9047\u5230\u4e86\u4e00\u4e9b\u52a8\u8361\uff0c\u4f46\u534e\u5c14\u8857\u4e13\u5bb6\u5bf9\u8be5\u516c\u53f8\u7684\u957f\u671f\u524d\u666f\u4ecd\u6301\u4e50\u89c2\u6001\u5ea6\u3002\u6700\u8fd1\uff0cTD Cowen\u5206\u6790\u5e08Matthew Ramsay\u91cd\u7533\u4e86\u5bf9\u82f1\u4f1f\u8fbe\u80a1\u7968\u7684\u770b\u6da8\u7406\u7531\uff0c\u7406\u7531\u662f\u57fa\u672c\u9762\u5f3a\u52b2\u3002\u6700\u7ec8\uff0c\u6570\u636e\u4e2d\u5fc3\u7684\u9700\u6c42\u5e94\u8be5\u4f1a\u7ee7\u7eed\u5728\u957f\u671f\u5185\u63d0\u5347\u80a1\u4ef7\u3002<\/p>\n

\u53ef\u4ee5\u80af\u5b9a\u7684\u662f\uff0c\u7126\u8651\u5df2\u7ecf\u5f00\u59cb\u8513\u5ef6\u5230\u6545\u4e8b\u4e2d\u3002\u867d\u7136\u82f1\u4f1f\u8fbe\u80a1\u7968\u4eca\u5e74\u8fc4\u4eca\u4e0a\u6da8\u4e86\u7ea6 165%\uff0c\u4f46\u8fc7\u53bb\u4e00\u4e2a\u6708\u80a1\u4ef7\u4e0b\u8dcc\u4e86 2% \u4ee5\u4e0a\u3002\u4ece\u6839\u672c\u4e0a\u8bb2\uff0c\u4e00\u4e9b\u6295\u8d44\u8005\u62c5\u5fc3\u4e91\u8ba1\u7b97\u63d0\u4f9b\u5546\u548c\u5176\u4ed6\u4f01\u4e1a\u53ef\u80fd\u4f1a\u653e\u7f13\u5bf9\u82f1\u4f1f\u8fbe\u5904\u7406\u5668\u7684\u8d2d\u4e70\u3002TD Cowen\u627f\u8ba4\u4eba\u4eec\u5bf9\u672a\u6765\u7684\u53ef\u884c\u6027\u6709\u6240\u62c5\u5fe7\u3002Ramsay\u8ba4\u4e3a\u201c\u57fa\u4e8e Hopper \u7684\u7cfb\u7edf\u5bf9\u8ba1\u7b97\u548c\u7f51\u7edc\u7684\u6301\u7eed\u9700\u6c42\u201d\u5c06\u4f7f\u82f1\u4f1f\u8fbe\u80fd\u591f\u8d85\u8d8a\u7b2c\u4e8c\u8d22\u5b63\u7684\u76ee\u6807\u3002\u56e0\u6b64\uff0c\u5206\u6790\u5e08\u5c06\u82f1\u4f1f\u8fbe\u80a1\u7968\u7684\u76ee\u6807\u4ef7\u4ece 140 \u7f8e\u5143\u4e0a\u8c03\u81f3 165 \u7f8e\u5143\u3002<\/p>\n

TD Cowen\u8fd8\u8868\u793a\uff0c\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u7684\u4e3b\u9898\u4e00\u76f4\u88ab\u5c11\u6570\u51e0\u5bb6\u516c\u53f8\u4e3b\u5bfc\uff0c\u5c24\u5176\u662f\u82f1\u4f1f\u8fbe\uff0c\u4f46\u8be5\u56e2\u4f53\u4f3c\u4e4e\u6b63\u5728\u6269\u5927\u3002<\/p>\n

\u8be5\u516c\u53f8\u7684\u5206\u6790\u5e08\u5728\u4e00\u4efd\u6295\u8d44\u8005\u62a5\u544a\u4e2d\u5199\u9053: \u201c\u5c3d\u7ba1\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u652f\u51fa\u5f00\u59cb\u6269\u5c55\u5230\u5176\u4ed6\u516c\u53f8\uff0c\u82f1\u4f1f\u8fbe\u7ee7\u7eed\u4e3b\u5bfc\u4ea4\u6613\u3001\u53d9\u4e8b\u548c\u57fa\u672c\u9762\uff0c AMD\uff08AMD\uff09<\/a>\u3001\u535a\u901a(AVGO)<\/a>\u548cMarvell(MRVL)<\/a> \u7b49\u5176\u4ed6\u516c\u53f8\u7684\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u652f\u51fa\u4e5f\u5f00\u59cb\u6269\u5f20\u3002\u77ed\u671f\u5185\u6ca1\u6709\u8ff9\u8c61\u8868\u660e\u751f\u6210\u4eba\u5de5\u667a\u80fd\u7684\u9700\u6c42\u4f1a\u51cf\u5f31\uff0c\u535a\u901a\u6700\u8fd1\u63d0\u9ad8\u4e86\u5168\u5e74\u7684\u4eba\u5de5\u667a\u80fd\u76ee\u6807\u3002\u6b64\u5916\uff0c\u4e3b\u8981\u8f6f\u4ef6\u516c\u53f8\u4ecd\u5728\u63a8\u51fa\u57fa\u4e8e\u4eba\u5de5\u667a\u80fd\u7684\u4ea7\u54c1\uff0c\u56e0\u6b64\uff0c\u968f\u7740\u5927\u5ba2\u6237\u8bd5\u56fe\u5b9e\u73b0\u901a\u7528\u4eba\u5de5\u667a\u80fd\u7684\u878d\u5408\uff0c\u9700\u6c42\u53ef\u80fd\u4f1a\u7ee7\u7eed\u589e\u5f3a\u201d\u3002<\/p>\n

TD Cowen\u4e0a\u8c03\u4e86AMD\u3001Credo Technology\u3001Cirrus Logic\u3001Monolithic Power Systems\u3001MACOM Technology Solutions (MTSI)<\/a>\u548c\u82f1\u4f1f\u8fbe\u7684\u76ee\u6807\u4ef7\u3002<\/p>\n

\u6df1\u5165\u7814\u7a76\u540e\uff0c\u5206\u6790\u5e08\u9884\u8ba1MI300X\u52a0\u901f\u5668\u8ba1\u5212\uff08\u53ca\u5176\u540e\u7eed\u8ba1\u5212\uff09\u53ef\u5e2e\u52a9AMD\u57282024\u5e74\u521b\u902047.5\u4ebf\u7f8e\u5143\u7684\u9500\u552e\u989d\uff0c\u57282025\u5e74\u521b\u902095\u4ebf\u7f8e\u5143\u7684\u9500\u552e\u989d\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u535a\u901a\u88ab\u89c6\u4e3a\u201c\u9664\u4e86\u5b9a\u5236\u82af\u7247\u7684\u589e\u4ea7\u5916\uff0c\u8fd8\u7279\u522b\u9002\u5408\u4ece\u5411\u4ee5\u592a\u7f51\u540e\u7aef\u7f51\u7edc\u7684\u6301\u7eed\u8fc7\u6e21\u4e2d\u83b7\u76ca\u201d\u3002<\/p>\n

\u968f\u7740\u5b9a\u5236\u82af\u7247\u4e1a\u52a1\u7684\u6301\u7eed\u589e\u957f\uff0cMarvell\u5e94\u8be5\u4f1a\u4ece\u4e2d\u53d7\u76ca\u3002<\/p>\n

Monolithic Power (MPWR)<\/a>\u8fd8\u5c06\u4ece\u82f1\u4f1f\u8fbe\u3001AMD\u53ca\u5176\u5f20\u91cf\u5904\u7406\u5355\u5143(TPU)\u7535\u6e90\u7ba1\u7406\u4e1a\u52a1(\u5c24\u5176\u662f\u535a\u901a\u7684\u5ba2\u6237\u8c37\u6b4c)\u7684\u9ad8\u9644\u52a0\u7387\u548c\u5185\u5bb9\u589e\u957f\u4e2d\u83b7\u76ca\u3002<\/p>\n

Credo Technology (CRDO)<\/a>\u548c\u9ad8\u901a(QCOM)<\/a>\u5c06\u4ece\u6570\u636e\u4e2d\u5fc3\u5411\u667a\u80fd\u624b\u673a\u548c\u4e2a\u4eba\u7535\u8111\u7b49\u5ba2\u6237\u7aef\u8bbe\u5907\u7684\u4eba\u5de5\u667a\u80fd\u652f\u51fa\u6269\u5f20\u4e2d\u53d7\u76ca\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u5c3d\u7ba1\u79d1\u6280\u5de8\u5934\u82f1\u4f1f\u8fbe(NVDA) \u6700\u8fd1\u9047\u5230\u4e86\u4e00\u4e9b\u52a8\u8361\uff0c\u4f46\u534e\u5c14\u8857\u4e13\u5bb6\u5bf9\u8be5\u516c\u53f8\u7684\u957f\u671f\u524d\u666f\u4ecd\u6301\u4e50\u89c2\u6001\u5ea6\u3002\u6700\u8fd1\uff0cTD C […]<\/p>\n","protected":false},"author":9,"featured_media":545896,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[427],"tags":[2173,668,522],"class_list":["post-545895","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hans","tag-2173","tag-668","tag-522","sectors-financial-products-zh-hans","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\/545895","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\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=545895"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/545895\/revisions"}],"predecessor-version":[{"id":545903,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/545895\/revisions\/545903"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/545896"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=545895"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=545895"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=545895"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}