{"id":553194,"date":"2024-10-01T20:04:31","date_gmt":"2024-10-02T03:04:31","guid":{"rendered":"https:\/\/nai500.com\/?p=553194"},"modified":"2024-10-01T20:06:04","modified_gmt":"2024-10-02T03:06:04","slug":"%e4%b8%89%e5%ad%a3%e5%ba%a6%e4%b8%8b%e8%b7%8c%e7%9a%84%e7%be%8e%e8%82%a1%e5%8d%8a%e5%af%bc%e4%bd%93%e8%82%a1%e7%a5%a8%ef%bc%8c%e9%95%bf%e6%9c%9f%e8%b6%8b%e5%8a%bf%e8%bf%98%e5%9c%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/10\/%e4%b8%89%e5%ad%a3%e5%ba%a6%e4%b8%8b%e8%b7%8c%e7%9a%84%e7%be%8e%e8%82%a1%e5%8d%8a%e5%af%bc%e4%bd%93%e8%82%a1%e7%a5%a8%ef%bc%8c%e9%95%bf%e6%9c%9f%e8%b6%8b%e5%8a%bf%e8%bf%98%e5%9c%a8\/","title":{"rendered":"\u4e09\u5b63\u5ea6\u4e0b\u8dcc\u7684\u7f8e\u80a1\u534a\u5bfc\u4f53\u80a1\u7968\uff0c\u957f\u671f\u8d8b\u52bf\u8fd8\u5728"},"content":{"rendered":"<p>\u8fc7\u53bb\u5341\u5e74\uff0c\u534a\u5bfc\u4f53\u80a1\u7968\u662f\u6574\u4e2a\u7f8e\u56fd\u80a1\u5e02\u8868\u73b0\u6700\u597d\u7684\u884c\u4e1a\u3002\u7136\u800c\uff0c\u8bb8\u591a\u6295\u8d44\u8005\u56e0\u5176\u6ce2\u52a8\u6027\u800c\u5bf9\u82af\u7247\u80a1\u7968\u671b\u800c\u5374\u6b65\u3002\u5bf9\u4e8e\u90a3\u4e9b\u65f6\u95f4\u8de8\u5ea6\u8d85\u8fc7\u4e94\u5e74\u7684\u6295\u8d44\u8005\u6765\u8bf4\uff0c\u5ffd\u89c6\u7f8e\u80a1\u534a\u5bfc\u4f53\u80a1\u7968\u53ef\u80fd\u4f1a\u8ba9\u4f60\u9519\u5931\u83b7\u5f97\u8d85\u989d\u6536\u76ca\u7684\u673a\u4f1a\u3002\u6bd5\u7adf\uff0c\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u8d8b\u52bf\u4e0b\uff0c\u5404\u79cd\u8bbe\u5907\u4e2d\u6bcf\u5e74\u4f7f\u7528\u7684\u82af\u7247\u6570\u91cf\u8fd8\u5728\u4e0d\u65ad\u589e\u52a0\u3002<\/p>\n<p>\u6b64\u5916\uff0c\u73b0\u5728\u53ef\u80fd\u662f\u6295\u8d44\u7f8e\u80a1\u534a\u5bfc\u4f53\u80a1\u7968\u4e00\u4e2a\u7279\u522b\u6709\u5229\u7684\u65f6\u673a\uff0c\u7406\u7531\u5982\u4e0b\uff1a<\/p>\n<h2>\u7406\u7531\u4e00\uff1a\u5bfc\u81f4\u4e09\u5b63\u5ea6\u82af\u7247\u80a1\u4e0b\u8dcc\u7684\u62c5\u5fe7\u53ef\u80fd\u5e76\u4e0d\u6210\u7acb<\/h2>\n<p>\u867d\u7136\u6574\u4f53\u5e02\u573a\u5728\u7b2c\u4e09\u5b63\u5ea6\u7565\u5fae\u4e0a\u6da8\uff0c\u82af\u7247\u80a1\u7968\u5374\u672a\u89c1\u8d77\u8272\u3002\u8ffd\u8e2a\u534a\u5bfc\u4f53\u884c\u4e1a\u524d26\u5927\u516c\u53f8\u7684<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=SMH\">VanEck Semiconductor ETF\u00a0(SMH) <\/a>\u5728\u7b2c\u4e09\u5b63\u5ea6\u4e0b\u8dcc\u4e865.4%\uff0c\u76f8\u8f837\u6708\u4e2d\u65ec\u521b\u4e0b\u7684\u5386\u53f2\u9ad8\u4f4d\u66f4\u662f\u4e0b\u964d\u4e8611.5%\u3002<\/p>\n<p>\u4e0b\u8dcc\u6709\u591a\u79cd\u539f\u56e0\uff0c\u4f46\u7efc\u5408\u6765\u770b\u5e76\u672a\u5bf9\u534a\u5bfc\u4f53\u677f\u5757\u7684\u957f\u671f\u524d\u666f\u9020\u6210\u91cd\u5927\u5f71\u54cd\u3002\u4eca\u5e74\u5e74\u521d\u4ee5\u6765\uff0c\u534a\u5bfc\u4f53\u80a1\u7968\u5df2\u7ecf\u6709\u5927\u5e45\u4e0a\u6da8\uff0c\u5176\u4e2dSMH\u6700\u5927\u6301\u4ed3\u82f1\u4f1f\u8fbe\uff08NVDA\uff09\u66f4\u662f\u53f2\u8bd7\u7ea7\u66b4\u589e\u3002\u56e0\u6b64\uff0c\u5e02\u573a\u56de\u8c03\u5728\u67d0\u79cd\u7a0b\u5ea6\u4e0a\u6765\u8bf4\u5728\u9884\u671f\u4e4b\u5185\uff0c\u6295\u8d44\u8005\u53ef\u80fd\u5728\u5bfb\u627e\u5957\u73b0\u7684\u7406\u7531\u3002<\/p>\n<p>\u7406\u7531\u4e4b\u4e00\u662f7\u6708\u4efd\u75b2\u8f6f\u7684\u5c31\u4e1a\u62a5\u544a\uff0c\u5f15\u53d1\u6295\u8d44\u8005\u5bf9\u6f5c\u5728\u7ecf\u6d4e\u8870\u9000\u7684\u62c5\u5fe7\u3002\u6b64\u5916\uff0c\u5927\u578b\u4e91\u57fa\u7840\u8bbe\u65bd\u516c\u53f8\u4e1a\u7ee9\u62ab\u9732\u65f6\uff0cAI\u70ed\u6f6e\u7684\u8d28\u7591\u8005\u5356\u51fa\u82af\u7247\u80a1\u7968\uff0c\u7406\u7531\u662f\u4ed6\u4eec\u62b1\u6028\u8fd9\u4e9b\u516c\u53f8\u7684\u6536\u5165\u548c\u5229\u6da6\u589e\u901f\u4e0d\u8db3\u4ee5\u8bc1\u660e\u5de8\u989d\u7684\u82af\u7247\u8d44\u672c\u652f\u51fa\u7684\u5408\u7406\u6027\u3002\u6700\u540e\uff0c\u5305\u62ec\u4e2a\u4eba\u7535\u8111\u3001\u667a\u80fd\u624b\u673a\u548c\u7535\u52a8\u8f66\u7b49\u7ec8\u7aef\u5e02\u573a\u7684\u975eAI\u82af\u7247\u7684\u9700\u6c42\u6301\u7eed\u4f4e\u8ff7\u3002<\/p>\n<p>\u4e0d\u8fc7\uff0c\u5230\u4e86\u7b2c\u4e09\u5b63\u5ea6\u672b\uff0c\u7f8e\u56fd\u516c\u5e03\u4e86\u66f4\u597d\u7684\u7ecf\u6d4e\u6570\u636e\u3002\u5c31\u4e1a\u589e\u957f\u5728\u7ecf\u53867\u6708\u7684\u6050\u614c\u540e\u56de\u5347\uff0c\u901a\u80c0\u4e5f\u9010\u6e10\u63a5\u8fd1\u7f8e\u8054\u50a82%\u7684\u76ee\u6807\u30029\u670818\u65e5\uff0c\u7f8e\u8054\u50a8\u964d\u606f50\u4e2a\u57fa\u70b9\uff0c\u8d85\u51fa\u90e8\u5206\u4eba\u7684\u9884\u671f\uff0c\u8fd9\u6709\u671b\u91cd\u632f\u6d88\u8d39\u8005\u5bf9\u6c7d\u8f66\u7b49\u5927\u4ef6\u5546\u54c1\u7684\u652f\u51fa\uff0c\u540c\u65f6\u51cf\u8f7b\u4f01\u4e1a\u652f\u51fa\u8d1f\u62c5\u3002\u6b64\u5916\uff0c\u51e0\u4e4e\u6240\u6709\u79d1\u6280\u4f01\u4e1a\u9ad8\u7ba1\u5bf9AI\u7684\u53d1\u5c55\u6301\u4e50\u89c2\u6001\u5ea6\u3002&#8221;\u7f8e\u80a1\u4e03\u96c4&#8221;\u516c\u53f8\u90fd\u9884\u6d4bAI\u6295\u8d44\u4f1a\u589e\u52a0\uff0c\u5e76\u79f0\u4ed6\u4eec\u770b\u5230\u4e86\u65e9\u671f\u56de\u62a5\uff0c\u672a\u6765\u589e\u957f\u53ef\u671f\u3002<\/p>\n<h2>\u7406\u7531\u4e8c\uff1a\u7f8e\u5149\u7684\u4e1a\u7ee9\u8d85\u51fa\u9884\u671f<\/h2>\n<p>\u4e5d\u6708\u5e95\uff0c\u7f8e\u5149\u79d1\u6280\uff08MU\uff09\u516c\u5e03\u5176\u7b2c\u56db\u8d22\u5b63\u4e1a\u7ee9\u548c\u8d22\u6d4b\u5747\u8d85\u51fa\u9884\u671f\u3002\u4e0e\u5176\u4ed6\u82af\u7247\u80a1\u4e00\u6837\uff0c\u7f8e\u5149\u80a1\u4ef7\u4ece6\u6708\u7684\u9ad8\u70b9\u4e0b\u8dcc\u4e86\u8fd150%\uff0c\u4f46\u4e1a\u7ee9\u516c\u5e03\u540e\u80a1\u4ef7\u5927\u5e45\u53cd\u5f39\u3002\u7f8e\u5149\u662f\u5168\u7403\u4ec5\u6709\u7684\u4e09\u5bb6\u5927\u578b\u52a8\u6001\u968f\u673a\u5b58\u53d6\u5b58\u50a8\u5668\uff08DRAM\uff09\u751f\u4ea7\u5546\u4e4b\u4e00\uff0c\u51e0\u4e4e\u6bcf\u79cd\u7535\u5b50\u8bbe\u5907\u90fd\u4f7f\u7528DRAM\u3002\u56e0\u6b64\uff0c\u7f8e\u5149\u7684\u4e1a\u7ee9\u5c55\u671b\u662f\u82af\u7247\u5e02\u573a\u5065\u5eb7\u72b6\u51b5\u7684\u826f\u597d\u6307\u6807\u3002<\/p>\n<p>\u636e\u6089\uff0c\u7f8e\u5149\u7528\u4e8eAI\u5e94\u7528\u7684\u9ad8\u5e26\u5bbd\u5185\u5b58\uff08HBM\uff09\u4ea7\u54c1\u5728AI\u6570\u636e\u4e2d\u5fc3\u7684\u9700\u6c42\u4f9d\u7136\u65fa\u76db\uff0c\u79f0\u51762025\u5e74\u5168\u90e8\u7684HBM\u4ea7\u80fd\u5df2\u552e\u7f44\u3002\u6b64\u5916\uff0c\u7ba1\u7406\u5c42\u8fd8\u63d0\u5230\uff0cAI\u4e2a\u4eba\u7535\u8111\u548c\u667a\u80fd\u624b\u673a\u7684\u589e\u957f\u5c06\u6210\u4e3a\u660e\u5e74\u975e\u670d\u52a1\u5668DRAM\u5e94\u7528\u9700\u6c42\u589e\u957f\u7684\u50ac\u5316\u5242\u3002\u6700\u540e\uff0c\u7531\u4e8ePC\u548c\u667a\u80fd\u624b\u673a\u5e02\u573a\u957f\u671f\u4f4e\u8ff7\uff0c\u8fd9\u53ef\u80fd\u4f1a\u523a\u6fc02025\u5e74\u7684\u5f3a\u52b2\u53cd\u5f39\u3002<\/p>\n<p>\u56e0\u6b64\uff0c\u7f8e\u5149\u7ba1\u7406\u5c42\u4e5f\u9884\u8ba1\u516c\u53f82025\u5e74\u5c06\u521b\u4e0b&#8221;\u53ef\u89c2\u7684\u6536\u5165\u7eaa\u5f55&#8221;\uff0c\u5229\u6da6\u4e5f\u5c06\u663e\u8457\u6539\u5584\u3002<\/p>\n<h2>\u7406\u7531\u4e09\uff1a\u4e2d\u56fd\u7684\u5927\u89c4\u6a21\u523a\u6fc0\u653f\u7b56<\/h2>\n<p>\u6700\u540e\uff0c\u4e0a\u5468\u4e2d\u56fd\u63a8\u51fa\u4e86\u9488\u5bf9\u7ecf\u6d4e\u7684\u5927\u89c4\u6a21\u523a\u6fc0\u653f\u7b56\uff0c\u51b3\u7b56\u8005\u8fd8\u8868\u793a\u5c06\u63a8\u51fa\u66f4\u591a\u8d22\u653f\u652f\u6301\u3002<\/p>\n<p>\u4e2d\u56fd\u7ecf\u6d4e\u5bf9\u534a\u5bfc\u4f53\u5e02\u573a\u5f88\u91cd\u8981\uff0c\u56e0\u4e3a\u5176\u5e9e\u5927\u7684\u4eba\u53e3\u6d88\u8017\u4e86\u5168\u7403\u4e00\u534a\u4ee5\u4e0a\u7684\u82af\u7247\u3002\u867d\u7136\u4e00\u4e9b\u6700\u5148\u8fdb\u7684\u534a\u5bfc\u4f53\u9500\u552e\u6216\u4f7f\u7528\u5728\u4e2d\u56fd\u53d7\u5230\u9650\u5236\uff0c\u4f46\u4e2d\u56fd14\u4ebf\u4eba\u4ecd\u5728\u667a\u80fd\u624b\u673a\u3001\u4e2a\u4eba\u7535\u8111\u548c\u975eAI\u670d\u52a1\u5668\u65b9\u9762\u6d88\u8017\u5927\u91cf\u82af\u7247\u3002\u6b64\u5916\uff0c\u4e2d\u56fd\u6e05\u6d01\u80fd\u6e90\u5e02\u573a\u84ec\u52c3\u53d1\u5c55\uff0c\u5168\u740380%\u7684\u592a\u9633\u80fd\u751f\u4ea7\u6765\u81ea\u4e2d\u56fd\u30027\u6708\uff0c\u4e2d\u56fd\u65b0\u80fd\u6e90\u6c7d\u8f66\uff08\u7535\u6c60\u52a8\u529b\u6216\u6df7\u5408\u52a8\u529b\u6c7d\u8f66\uff09\u9500\u91cf\u8fbe\u5230\u65b0\u8f66\u9500\u91cf\u768450.7%\uff0c\u9996\u6b21\u8d85\u8fc7\u4f20\u7edf\u5185\u71c3\u673a\uff08ICE\uff09\u8f66\u8f86\u3002<\/p>\n<p>\u75ab\u60c5\u540e\uff0c\u4e2d\u56fd\u7ecf\u6d4e\u56e0\u5404\u79cd\u56e0\u7d20\u800c\u9677\u5165\u56f0\u5883\u3002\u7136\u800c\uff0c\u7ecf\u8fc7\u4e09\u5e74\u540e\uff0c\u4e2d\u56fd\u4f3c\u4e4e\u5f00\u59cb\u8ba4\u771f\u91cd\u632f\u7ecf\u6d4e\u589e\u957f\u3002\u8fd9\u5bf9\u82af\u7247\u80a1\u7968\u6765\u8bf4\u662f\u4e2a\u597d\u6d88\u606f\uff0c\u5982\u679c\u5f62\u52bf\u6709\u6240\u597d\u8f6c\uff0c\u8fd9\u5c06\u6210\u4e3a\u660e\u5e74\u534a\u5bfc\u4f53\u589e\u957f\u7684\u53e6\u4e00\u4e2a\u63a8\u52a8\u529b\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u8fc7\u53bb\u5341\u5e74\uff0c\u534a\u5bfc\u4f53\u80a1\u7968\u662f\u6574\u4e2a\u7f8e\u56fd\u80a1\u5e02\u8868\u73b0\u6700\u597d\u7684\u884c\u4e1a\u3002\u7136\u800c\uff0c\u8bb8\u591a\u6295\u8d44\u8005\u56e0\u5176\u6ce2\u52a8\u6027\u800c\u5bf9\u82af\u7247\u80a1\u7968\u671b\u800c\u5374\u6b65\u3002\u5bf9\u4e8e\u90a3\u4e9b\u65f6\u95f4 [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":481994,"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":[730,2173,2137],"class_list":["post-553194","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-730","tag-2173","tag-2137","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\/553194","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=553194"}],"version-history":[{"count":2,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/553194\/revisions"}],"predecessor-version":[{"id":553200,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/553194\/revisions\/553200"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/481994"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=553194"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=553194"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=553194"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}