{"id":583854,"date":"2025-07-18T01:36:55","date_gmt":"2025-07-18T08:36:55","guid":{"rendered":"https:\/\/nai500.com\/?p=583854"},"modified":"2025-07-18T01:40:44","modified_gmt":"2025-07-18T08:40:44","slug":"%e6%9c%a8%e5%a4%b4%e5%a7%90-%e5%8a%a0%e4%bb%93-%e4%b8%89%e5%8f%aa-%e7%a7%91%e6%8a%80%e8%82%a1-%e5%8c%85%e6%8b%ac-%e8%8b%b1%e4%bc%9f%e8%be%be","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/07\/%e6%9c%a8%e5%a4%b4%e5%a7%90-%e5%8a%a0%e4%bb%93-%e4%b8%89%e5%8f%aa-%e7%a7%91%e6%8a%80%e8%82%a1-%e5%8c%85%e6%8b%ac-%e8%8b%b1%e4%bc%9f%e8%be%be\/","title":{"rendered":"\u6728\u5934\u59d07\u6708\u4efd\u91cd\u70b9\u52a0\u4ed3\u8fd9\u4e09\u53ea\u79d1\u6280\u80a1\uff0c\u5305\u62ec\u82f1\u4f1f\u8fbe"},"content":{"rendered":"

2025\u5e74\u6210\u4e3a\u51ef\u831c\u00b7\u4f0d\u5fb7\uff08\u4eba\u79f0\u201c\u6728\u5934\u59d0\u201d\uff09\u7684\u7ffb\u8eab\u4e4b\u5e74\u3002\u622a\u81f37\u6708\uff0c\u5176\u9886\u5bfc\u7684\u65d7\u8230\u57fa\u91d1ARK Innovation ETF\uff08ARKK\uff09\u5e74\u5185\u6da8\u5e45\u8fbe31%\uff0c\u5927\u5e45\u8dd1\u8d62\u7f8e\u80a1\u4e09\u5927\u80a1\u6307\u3002\u6839\u636e7\u670816\u65e5\u62ab\u9732\u7684\u4ea4\u6613\u8bb0\u5f55\uff0c\u6728\u5934\u59d0\u91cd\u70b9\u52a0\u4ed3\u4e86\u4e09\u53ea\u6807\u7684\uff1a\u82f1\u4f1f\u8fbe<\/b><\/strong>Nvidia<\/b><\/strong>\u00a0<\/b><\/strong>(<\/b><\/strong>NVDA<\/b><\/strong><\/a>)<\/b><\/strong>\u3001<\/b><\/strong>Iridium Communications<\/b><\/strong>(<\/b><\/strong>IRDM<\/b><\/strong><\/a>)<\/b><\/strong>\u548c<\/b><\/strong>Teradyne<\/b><\/strong>\u00a0(<\/b><\/strong>TER<\/b><\/strong><\/a>)<\/b><\/strong>\u3002\u8fd9\u4e09\u5bb6\u516c\u53f8\u5206\u522b\u4ee3\u8868\u4e86AI\u7b97\u529b\u3001\u536b\u661f\u7269\u8054\u7f51\u548c\u534a\u5bfc\u4f53\u8bbe\u5907\u4e09\u5927\u524d\u6cbf\u8d5b\u9053\u3002<\/p>\n

\u82f1\u4f1f\u8fbe\uff1a4\u4e07\u4ebf\u7f8e\u5143\u5e02\u503c\u80cc\u540e\u7684AI\u9738\u6743<\/b><\/strong><\/h3>\n

2025\u5e74\u7b2c\u4e8c\u5b63\u5ea6\uff0c\u82f1\u4f1f\u8fbe\u8425\u6536\u540c\u6bd4\u589e\u957f73%\uff0c\u8d85\u51fa\u5e02\u573a\u9884\u671f\u7684\u540c\u65f6\uff0c\u5e02\u503c\u7a81\u78344\u4e07\u4ebf\u7f8e\u5143\uff0c\u80a1\u7968\u4e09\u5e74\u7d2f\u8ba1\u6da8\u5e45\u8d85900%\uff0c\u6210\u4e3a\u534e\u5c14\u8857\u6700\u7099\u624b\u53ef\u70ed\u7684\u660e\u661f\u79d1\u6280\u80a1\u3002\u5206\u6790\u5e08\u9884\u8ba1\uff0c\u82f1\u4f1f\u8fbe\u7b2c\u4e09\u5b63\u5ea6\u8425\u6536\/\u6bcf\u80a1\u6536\u76ca\u5c06\u5206\u522b\u589e\u957f52%\u548c47%\u3002<\/p>\n

\u5c3d\u7ba1\u4e0a\u534a\u5e74\u56e0\u5bf9\u534e\u51fa\u53e3\u9650\u5236\uff08H20\u82af\u7247\u7981\u8fd0\uff09\u5bfc\u81f4\u80a1\u4ef7\u4e00\u5ea6\u56de\u8c0335%\uff0c\u4f46\u82f1\u4f1f\u8fbe\u8fc5\u901f\u6536\u590d\u5931\u5730\u3002\u7531\u4e8e\u4e2d\u56fd\u521d\u521b\u516c\u53f8DeepSeek\u5ba3\u79f0\u7684\u201c\u66ff\u4ee3\u65b9\u6848\u201d\u88ab\u8bc1\u5b9e\u5b58\u5728\u6027\u80fd\u5dee\u8ddd\uff0c\u82f1\u4f1f\u8fbe\u5ba2\u6237\u56de\u6d41\u660e\u663e\u3002\u540c\u65f6\uff0c\u7f8e\u56fd\u5546\u52a1\u90e8\u957f\u6697\u793a\u6216\u653e\u5bbdH20\u82af\u7247\u51fa\u53e3\uff0c\u6362\u53d6\u7a00\u571f\u4f9b\u5e94\u4fdd\u969c\uff0c\u4e3a\u82f1\u4f1f\u8fbe\u80a1\u7968\u53c8\u6dfb\u4e86\u4e00\u628a\u706b\u3002<\/p>\n

\u73b0\u9636\u6bb5\uff0c\u8be5\u516c\u53f8Blackwell\u67b6\u6784\u82af\u7247\u5728\u81ea\u52a8\u9a7e\u9a76\uff08\u7279\u65af\u62c9FSD v13\uff09\u548c\u533b\u7597AI\uff08\u5f3a\u751f\u624b\u672f\u673a\u5668\u4eba\uff09\u9886\u57df\u83b7\u7a81\u7834\u6027\u8ba2\u5355\uff0c\u8fd9\u5e94\u8be5\u662f\u5bfc\u81f4\u6728\u5934\u59d0\u5728\u9ad8\u4f4d\u7ee7\u7eed\u589e\u6301\u80a1\u7968\u7684\u5173\u952e\u539f\u56e0\u4e4b\u4e00\u3002<\/p>\n

Iridium Communications\uff1a\u88ab\u4f4e\u4f30\u7684\u536b\u661f\u7269\u8054\u7f51\u9f99\u5934<\/b><\/strong><\/h3>\n

\u8be5\u516c\u53f8\u7684\u6838\u5fc3\u4f18\u52bf\u5305\u62ec\u5168\u7403\u552f\u4e00\u8986\u76d6\u4e24\u6781\u7684L\u6ce2\u6bb5\u536b\u661f\u7f51\u7edc\uff0c\u670d\u52a1240\u4e07\u4ed8\u8d39\u7528\u6237\uff08\u5e74\u589e5%\uff09\uff0c\u4ee5\u53ca2025\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7269\u8054\u7f51\u4e1a\u52a1\u6536\u5165\u5360\u6bd4\u63d0\u5347\u81f368%\uff0c\u6bdb\u5229\u7387\u9ad8\u8fbe62%\u3002\u5206\u6790\u5e08\u9884\u6d4b\uff0c2025-26\u5e74\u51c0\u5229\u6da6\u5e74\u590d\u5408\u589e\u957f\u7387\u5c06\u8d85\u8fc730%\u3002<\/p>\n

\u5c3d\u7ba1\u8425\u6536\u589e\u901f\u5e73\u7f13\uff08\u8fd1\u5e74\u4ec56%-8%\uff09\uff0c\u4f46\u8be5\u516c\u53f8\u901a\u8fc7\u6210\u672c\u4f18\u5316\u5b9e\u73b0\u4e86\u5229\u6da6\u8dc3\u5347\uff0c\u65b0\u4e00\u4ee3\u536b\u661f\u7ec8\u7aef\u91cf\u4ea7\u964d\u4f4e\u8fd0\u8425\u6210\u672c20%\u3002\u540c\u65f6\uff0c\u4e0e\u4e9a\u9a6c\u900aAWS\u5408\u4f5c\u63a8\u51fa\u7684\u201c\u661f\u5730\u878d\u5408\u4e91\u670d\u52a1\u201d\u6b63\u9501\u5b9a\u56fd\u9632\u548c\u6d77\u4e8b\u9886\u57df\u957f\u671f\u8ba2\u5355\u3002\u5982\u82e57\u670824\u65e5\u7b2c\u4e8c\u5b63\u5ea6\u8d22\u62a5\u5c55\u793a\u5229\u6da6\u7387\u8fdb\u4e00\u6b65\u6539\u5584\uff0c\u53ef\u80fd\u89e6\u53d1\u4f30\u503c\u91cd\u4f30\uff08\u5f53\u524d\u5e02\u76c8\u738728\u500d\uff0c\u4f4e\u4e8e\u540c\u4e1aMaxar 35\u500d\uff09\u3002<\/p>\n

Teradyne\uff1a\u534a\u5bfc\u4f53\u5468\u671f\u7684\u9006\u5411\u5e03\u5c40<\/b><\/strong><\/h3>\n

Teradyne\u5728\u5168\u7403\u82af\u7247\u6d4b\u8bd5\u8bbe\u5907\u5e02\u573a\u7684\u5360\u6709\u7387\u9ad8\u8fbe45%\uff0c\u4e3b\u8981\u5ba2\u6237\u5305\u62ec\u53f0\u79ef\u7535\u548c\u97e9\u56fd\u4e09\u661f\u516c\u53f8\u30022025\u5e74\u7b2c\u4e00\u548c\u7b2c\u4e8c\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u62a5\u544a\u7684\u8425\u6536\u4e0d\u4ec5\u7ed3\u675f\u4e86\u4e24\u5e74\u4e0b\u6ed1\uff0c\u800c\u4e14\u8fde\u7eed\u4e24\u4e2a\u5b63\u5ea6\u51fa\u73b0\u4e24\u4f4d\u6570\u589e\u957f\u3002<\/p>\n

\u53ef\u80fd\u662f\u56e0\u4e3a\u8fd9\u4e2a\u539f\u56e0\uff0c\u5c3d\u7ba1\u4e24\u5468\u5185\u906d\u6469\u6839\u5927\u901a\u548c\u745e\u94f6\u4e24\u6b21\u8bc4\u7ea7\u4e0b\u8c03\uff08\u62c5\u5fe7\u8d44\u672c\u5f00\u652f\u653e\u7f13\uff09\uff0c\u6728\u5934\u59d0\u4ecd\u9006\u52bf\u52a0\u4ed3\uff0c\u903b\u8f91\u5728\u4e8e\uff1aTeradyne\u76843nm\/2nm\u6d4b\u8bd5\u65b9\u6848\u5e02\u5360\u7387\u8d8560%\uff0c\u5148\u8fdb\u5c01\u88c5\u68c0\u6d4b\u8bbe\u5907\u8ba2\u5355\u5e74\u589e80%\u3002\u636eSEMI\u9884\u6d4b\uff0c2026\u5e74\u5168\u7403\u6676\u5706\u5382\u8bbe\u5907\u652f\u51fa\u5c06\u53cd\u5f39\u81f31200\u4ebf\u7f8e\u5143\u3002\u82e5\u7b2c\u4e09\u5b63\u5ea6\u8d22\u62a5\u4e2d\u6c7d\u8f66\u82af\u7247\u6d4b\u8bd5\u6536\u5165\u5360\u6bd4\u7a81\u783425%\uff08\u76ee\u524d\u4e3a18%\uff09\uff0c\u5c06\u9a8c\u8bc1\u7535\u52a8\u8f66\u534a\u5bfc\u4f53\u9700\u6c42\u97e7\u6027\uff0c\u4e3a\u8be5\u516c\u53f8\u80a1\u4ef7\u53cd\u5f39\u63d0\u4f9b\u4f9d\u636e\u3002<\/p>\n

\u7ed9\u6295\u8d44\u8005\u7684\u542f\u793a<\/b><\/strong><\/p>\n

AI\u3001\u536b\u661f\u4e92\u8054\u7f51\u3001\u5148\u8fdb\u5236\u7a0b\u4ecd\u662f\u5341\u5e74\u96be\u9047\u7684\u6295\u8d44\u673a\u4f1a\uff0c\u82f1\u4f1f\u8fbe\u7684\u53cd\u5f39\u8bc1\u660e\u4e86\u9f99\u5934\u80a1\u7684\u81ea\u6211\u4fee\u590d\u529b\uff0c\u800cTeradyne\u7684\u6848\u4f8b\u663e\u793a\uff0c\u673a\u6784\u5206\u6b67\u65f6\u5f80\u5f80\u662f\u914d\u7f6e\u826f\u673a\u3002\u6fc0\u8fdb\u6295\u8d44\u8005\u53ef\u4ee5\u76f4\u63a5\u914d\u7f6eARKK ETF\uff0c\u5206\u4eab\u7ec4\u5408\u8d85\u989d\u6536\u76ca\uff0c\u800c\u8ffd\u6c42\u7a33\u5065\u56de\u62a5\u7684\u6295\u8d44\u8005\u53ef\u5c06\u8d44\u91d1\u5206\u6563\u6295\u8d44\u4e8e\u82f1\u4f1f\u8fbe\u548cIridium\uff0c\u540c\u65f6\u5173\u6ce8Teradyne\u7684\u4ea4\u6613\u673a\u4f1a\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

2025\u5e74\u6210\u4e3a\u51ef\u831c\u00b7\u4f0d\u5fb7\uff08\u4eba\u79f0\u201c\u6728\u5934\u59d0\u201d\uff09\u7684\u7ffb\u8eab\u4e4b\u5e74\u3002\u622a\u81f37\u6708\uff0c\u5176\u9886\u5bfc\u7684\u65d7\u8230\u57fa\u91d1ARK Innovation […]<\/p>\n","protected":false},"author":31,"featured_media":483430,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[424,1521],"tags":[2408,2173,2226,558],"class_list":["post-583854","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-companies-zh-hans","category-1521","tag-ai-zh-hans","tag-2173","tag-2226","tag-558","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\/583854","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=583854"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/583854\/revisions"}],"predecessor-version":[{"id":583873,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/583854\/revisions\/583873"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/483430"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=583854"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=583854"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=583854"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}