{"id":580208,"date":"2025-06-19T01:30:40","date_gmt":"2025-06-19T08:30:40","guid":{"rendered":"https:\/\/nai500.com\/?p=580208"},"modified":"2025-06-19T01:34:46","modified_gmt":"2025-06-19T08:34:46","slug":"%e5%8d%81%e5%b9%b4-10%e4%b8%87-100%e4%b8%87-%e4%b8%89%e5%8f%aa-%e7%a7%91%e6%8a%80%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/06\/%e5%8d%81%e5%b9%b4-10%e4%b8%87-100%e4%b8%87-%e4%b8%89%e5%8f%aa-%e7%a7%91%e6%8a%80%e8%82%a1\/","title":{"rendered":"\u5341\u5e74\u65f6\u95f4\u5c06$10\u4e07\u53d8\u6210$100\u4e07\uff0c\u8fd9\u4e09\u53ea\u79d1\u6280\u80a1\u53ef\u80fd\u662f\u6700\u7a33\u59a5\u7684\u9009\u62e9"},"content":{"rendered":"<p>\u5728\u5168\u7403\u7ecf\u6d4e\u4e0d\u786e\u5b9a\u6027\u52a0\u5267\u7684\u80cc\u666f\u4e0b\uff0c\u901a\u8fc7\u957f\u671f\u6301\u6709\u4f18\u8d28\u79d1\u6280\u80a1\u5b9e\u73b0\u8d22\u5bcc\u589e\u503c\u6210\u4e3a\u8d8a\u6765\u8d8a\u591a\u6295\u8d44\u8005\u7684\u9009\u62e9\u3002\u672c\u6587\u805a\u7126\u534a\u5bfc\u4f53\u3001\u7535\u5546\u4e91\u670d\u52a1\u4e0e\u6570\u5b57\u5e7f\u544a\u4e09\u5927\u9886\u57df\u7684\u9886\u519b\u4f01\u4e1a\u2014\u2014<strong><b>Advanced Micro Devices<\/b><\/strong>\u00a0(<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=AMD\">NASDAQ:AMD<\/a>)<strong><b>\u3001\u4e9a\u9a6c\u900a<\/b><\/strong><strong><b>Amazon.com<\/b><\/strong>\u00a0(<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=AMZN\">NASDAQ:AMZN<\/a>)<strong><b>\u548c<\/b><\/strong><strong><b>Alphabet<\/b><\/strong><strong><b>\u00a0<\/b><\/strong>(<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=GOOGL\">NASDAQ:GOOGL<\/a>)(<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=GOOG\">NASDAQ:GOOG<\/a>)\uff0c\u5206\u6790\u5176\u5982\u4f55\u901a\u8fc7AI\u9a71\u52a8\u589e\u957f\uff0c\u52a9\u529b\u6295\u8d44\u8005\u5c0610\u4e07\u7f8e\u5143\u672c\u91d1\u5728\u5341\u5e74\u5185\u53d8\u62101\u767e\u4e07\u7f8e\u5143\u3002<\/p>\n<h2><strong><b>AMD\uff1aAI\u82af\u7247\u8d5b\u9053\u7684<\/b><\/strong><strong><b>\u201c<\/b><\/strong><strong><b>\u9690\u5f62\u51a0\u519b<\/b><\/strong><strong><b>\u201d<\/b><\/strong><\/h2>\n<p>AMD \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u4eae\u773c\uff0c\u6536\u5165\u540c\u6bd4\u589e\u957f36%\uff0c\u8fbe\u523074\u4ebf\u7f8e\u5143\u3002\u5728\u670d\u52a1\u5668\u4efd\u989d\u589e\u957f\u548cEPYC\u5904\u7406\u5668\u5f3a\u52b2\u9700\u6c42\u7684\u63a8\u52a8\u4e0b\uff0c\u6570\u636e\u4e2d\u5fc3\u90e8\u95e8\u7684\u6536\u5165\u589e\u957f\u4e8657%\u3002\u5ba2\u6237\u7aef\u548c\u6e38\u620f\u90e8\u95e8\u589e\u957f\u4e8628%\uff0c\u5176\u4e2d\u5ba2\u6237\u7aef\u4e1a\u52a1\u56e0Ryzen\u5904\u7406\u5668\u7684\u5f3a\u52b2\u9500\u552e\u800c\u6fc0\u589e68%\u3002<\/p>\n<p>AMD \u5229\u7528\u7b2c\u4e09\u65b9\u5236\u9020\u5173\u7cfb\u4f18\u5316\u5de5\u827a\uff0c\u4ee5\u5b9e\u73b0\u5353\u8d8a\u7684\u6027\u80fd\u548c\u6210\u672c\u6548\u76ca\u3002\u5176\u4e3b\u8981\u589e\u957f\u52a8\u529b\u5305\u62ec\uff1a\u901a\u8fc72025\u5e74\u5e95\u63a8\u51fa\u7684MI350\u7cfb\u5217\u52a0\u901f\u5668\u62d3\u5c55\u6570\u636e\u4e2d\u5fc3\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u4e1a\u52a1\u3001\u5ba2\u6237\u7aef\u5904\u7406\u5668\u7684\u6301\u7eed\u9700\u6c42\u4ee5\u53ca\u9488\u5bf9\u5168\u9762AI\u89e3\u51b3\u65b9\u6848\u7684\u4e0b\u4e00\u4ee3\u4ea7\u54c1\u8def\u7ebf\u56fe\u7684\u6218\u7565\u6295\u8d44\u3002<\/p>\n<p>\u5206\u6790\u5e08\u9884\u8ba1\uff0cAMD 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2\u82af\u7247\u548c\u751f\u6210\u5f0fAI\u670d\u52a1\u7684\u5f00\u53d1\u3002<\/p>\n<p>\u5206\u6790\u5e08\u9884\u6d4b\uff0cAMZN\u80a1\u7968\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u5c06\u4ece2024\u5e74\u76845.53\u7f8e\u5143\u589e\u957f\u81f32029\u5e74\u768412.36\u7f8e\u5143\u3002\u82e5\u630930\u500d\u8fdc\u671f\u5e02\u76c8\u7387\u4f30\u503c\uff0c\u8be5\u80a1\u672a\u6765\u56db\u5e74\u6da8\u5e45\u6709\u671b\u7a81\u783470%\u3002<\/p>\n<h2><strong><b>Alphabet\uff1a\u5e7f\u544a\u4e0eAI\u7684\u53cc\u8f6e\u9a71\u52a8<\/b><\/strong><\/h2>\n<p>Alphabet\u662f\u4e00\u5bb6\u4ee5\u4eba\u5de5\u667a\u80fd\u4e3a\u6838\u5fc3\u7ade\u4e89\u529b\u7684\u79d1\u6280\u516c\u53f8\uff0c\u4e3b\u8981\u901a\u8fc7Google\u670d\u52a1\u3001Google\u4e91\u548cYouTube\u4e09\u5927\u677f\u5757\u5f00\u5c55\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u6700\u65b0\u53d1\u5e03\u7684Gemini 2.5\u6a21\u578b\u5b9e\u73b0\u4e86\u4eba\u5de5\u667a\u80fd\u6027\u80fd\u7684\u7a81\u7834\u6027\u8fdb\u5c55\uff0c\u8be5\u6280\u672f\u5df2\u6574\u5408\u81f3\u6240\u6709\u4e1a\u52a1\u5e73\u53f0\uff0c\u6210\u4e3a\u5173\u952e\u589e\u957f\u5f15\u64ce\u3002\u7b2c\u4e00\u5b63\u5ea6Google\u670d\u52a1\u6536\u5165\u5b9e\u73b010%\u7684\u589e\u957f\uff0c\u4e3b\u8981\u5f97\u76ca\u4e8e\u91d1\u878d\u670d\u52a1\u548c\u96f6\u552e\u5782\u76f4\u9886\u57df\u7684\u5f3a\u52b2\u8868\u73b0\u3002<\/p>\n<p>Google\u4e91\u4e1a\u52a1\u9700\u6c42\u6fc0\u589e28%\uff0c\u8fd9\u4e3b\u8981\u6e90\u81ea\u4eba\u5de5\u667a\u80fd\u4ea7\u54c1\u7684\u70ed\u9500\uff1b\u540c\u671fYouTube\u5e7f\u544a\u6536\u5165\u5728\u6548\u679c\u5e7f\u544a\u548c\u54c1\u724c\u5e7f\u544a\u4e24\u5927\u677f\u5757\u5747\u589e\u957f10%\u3002YouTube\u5168\u7403\u8ba2\u9605\u7528\u6237\uff08\u542b\u8bd5\u7528\uff09\u5df2\u7a81\u78341.25\u4ebf\u3002Alphabet\u7684\u7ade\u4e89\u4f18\u52bf\u5305\u62ec\uff1a\u641c\u7d22\u5f15\u64ce\u548cYouTube\u5e73\u53f0\u7684\u7f51\u7edc\u6548\u5e94\u3001Google\u4e91\u4e1a\u52a1\u7684\u89c4\u6a21\u7ecf\u6d4e\u6548\u5e94\uff0c\u4ee5\u53caWaymo\u9488\u5bf9\u4f20\u7edf\u8f66\u4f01\u5b9e\u65bd\u7684\u5dee\u5f02\u5316\u6218\u7565\u3002\u76ee\u524dWaymo\u6bcf\u5468\u63d0\u4f9b\u8d85\u8fc725\u4e07\u6b21\u4ed8\u8d39\u81ea\u52a8\u9a7e\u9a76\u670d\u52a1\uff0c\u5c55\u73b0\u51fa\u8be5\u4e1a\u52a1\u7684\u5feb\u901f\u6269\u5f20\u80fd\u529b\u3002<\/p>\n<p>\u5206\u6790\u5e08\u9884\u8ba1\uff0cGOOGL\u80a1\u7968\u7ecf\u8c03\u6574\u540e\u7684\u6bcf\u80a1\u6536\u76ca\u5c06\u4ece2024\u5e74\u76848\u7f8e\u5143\u589e\u957f\u81f32029\u5e74\u768416.26\u7f8e\u5143\u3002\u82e5\u630920\u500d\u8fdc\u671f\u5e02\u76c8\u7387\u4f30\u503c\uff0c\u8be5\u80a1\u672a\u6765\u56db\u5e74\u6da8\u5e45\u6709\u671b\u8d85\u8fc782%\u3002<\/p>\n<h2><strong><b>\u6295\u8d44\u7ec4\u5408\u6784\u5efa\u7b56\u7565<\/b><\/strong><\/h2>\n<table>\n<tbody>\n<tr>\n<td><strong><b>\u6807\u7684<\/b><\/strong><\/td>\n<td><strong><b>\u914d\u7f6e\u6bd4\u4f8b<\/b><\/strong><\/td>\n<td><strong><b>\u6838\u5fc3\u589e\u957f\u5f15\u64ce<\/b><\/strong><\/td>\n<td><strong><b>\u5341\u5e74\u76ee\u6807\u56de\u62a5<\/b><\/strong><\/td>\n<\/tr>\n<tr>\n<td><strong><b>AMD<\/b><\/strong><\/td>\n<td>35%<\/td>\n<td>AI\u82af\u7247\u5e02\u5360\u7387\u63d0\u5347<\/td>\n<td>3-4\u500d<\/td>\n<\/tr>\n<tr>\n<td><strong><b>\u4e9a\u9a6c\u900a<\/b><\/strong><\/td>\n<td>40%<\/td>\n<td>AWS+\u5e7f\u544a\u534f\u540c\u6548\u5e94<\/td>\n<td>2.5-3\u500d<\/td>\n<\/tr>\n<tr>\n<td><strong><b>Alphabet<\/b><\/strong><\/td>\n<td>25%<\/td>\n<td>\u641c\u7d22\u5e7f\u544a+\u4e91AI<\/td>\n<td>2-2.5\u500d<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong><b>\u590d\u5408\u56de\u62a5\u6d4b\u7b97<\/b><\/strong>\uff1a\u82e5\u5e74\u5747\u590d\u5408\u589e\u957f\u738718%-22%\uff0c10\u4e07\u7f8e\u5143\u5341\u5e74\u540e\u53ef\u589e\u503c\u81f398\u4e07-135\u4e07\u7f8e\u5143\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5728\u5168\u7403\u7ecf\u6d4e\u4e0d\u786e\u5b9a\u6027\u52a0\u5267\u7684\u80cc\u666f\u4e0b\uff0c\u901a\u8fc7\u957f\u671f\u6301\u6709\u4f18\u8d28\u79d1\u6280\u80a1\u5b9e\u73b0\u8d22\u5bcc\u589e\u503c\u6210\u4e3a\u8d8a\u6765\u8d8a\u591a\u6295\u8d44\u8005\u7684\u9009\u62e9\u3002\u672c\u6587\u805a\u7126\u534a\u5bfc\u4f53\u3001\u7535 [&hellip;]<\/p>\n","protected":false},"author":31,"featured_media":554692,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521],"tags":[2409,2155,558,1997],"class_list":["post-580208","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","tag-2409","tag-2155","tag-558","tag-1997","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\/580208","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\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=580208"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/580208\/revisions"}],"predecessor-version":[{"id":580216,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/580208\/revisions\/580216"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/554692"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=580208"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=580208"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=580208"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}