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\u535a\u901a(AVGO)<\/a>\uff1aAI\u57fa\u7840\u8bbe\u65bd\u5de8\u5934<\/h2>\n

\u4f5c\u4e3a\u5b9a\u5236\u82af\u7247\u4e0e\u57fa\u7840\u8bbe\u65bd\u8f6f\u4ef6\u89e3\u51b3\u65b9\u6848\u63d0\u4f9b\u5546\uff0c\u535a\u901a\u4e1a\u7ee9\u8868\u73b0\u4eae\u773c\u30022025\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\uff08\u622a\u81f35\u67084\u65e5\uff09\u8425\u6536\u8fbe150\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f20%\uff1b\u8c03\u6574\u540eEBITDA\uff08\u606f\u7a0e\u6298\u65e7\u644a\u9500\u524d\u5229\u6da6\uff09\u4e3a100\u4ebf\u7f8e\u5143\uff0c\u5229\u6da6\u738767%\uff1b\u5f53\u5b63\u81ea\u7531\u73b0\u91d1\u6d4164\u4ebf\u7f8e\u5143\uff0c\u73b0\u91d1\u50a8\u590795\u4ebf\u7f8e\u5143\uff1b\u901a\u8fc7\u5206\u7ea2\u4e0e\u80a1\u7968\u56de\u8d2d\u5411\u80a1\u4e1c\u8fd4\u8fd870\u4ebf\u7f8e\u5143\u3002<\/p>\n

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ServiceNow(NOW)\uff1a\u4f01\u4e1aAI\u5de5\u4f5c\u6d41\u9886\u5bfc\u8005<\/h2>\n

\u516c\u53f8\u901a\u8fc7Now Platform\u63d0\u4f9b\u4f01\u4e1aAI\u4e0e\u5de5\u4f5c\u6d41\u81ea\u52a8\u5316\u89e3\u51b3\u65b9\u6848\u521b\u9020\u5927\u91cf\u6536\u5165\u3002\u7b2c\u4e8c\u5b63\u5ea6\u8ba2\u9605\u6536\u516531\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f22.5%\uff0c\u603b\u6536\u5165\u8d8532\u4ebf\u7f8e\u5143\uff08\u542b1.02\u4ebf\u7f8e\u5143\u4e13\u4e1a\u670d\u52a1\u6536\u5165\uff09\u3002\u7ba1\u7406\u5c42\u7684\u76ee\u6807\u662f2026\u5e74\u8ba2\u9605\u6536\u5165\u7a81\u7834150\u4ebf\u7f8e\u5143\u3002<\/p>\n

AI\u4e1a\u52a1\u8fce\u6765\u7206\u53d1\uff1aNow Assist\uff08\u751f\u6210\u5f0fAI\u529f\u80fd\u5957\u4ef6\uff092026\u5e74\u7b7e\u7ea6\u989d\u9884\u8ba1\u5c06\u8fbe10\u4ebf\u7f8e\u5143\uff0c\u8f832025\u5e74\u521d\u76842.5\u4ebf\u7f8e\u5143\u589e\u957f\u8fd1\u4e09\u500d\uff1b\u670d\u52a1528\u5bb6\u5e74\u5408\u7ea6\u989d\u8d85500\u4e07\u7f8e\u5143\u7684\u5ba2\u6237\uff0c\u5e74\u8d21\u732e\u8d852000\u4e07\u7f8e\u5143\u7684\u5ba2\u6237\u6570\u540c\u6bd4\u589e\u957f30%\u4ee5\u4e0a\uff1b\u5e73\u53f0\u7eed\u7ea6\u7387\u9ad8\u8fbe98%\uff0c\u4f53\u73b0\u51fa\u5ba2\u6237\u9ecf\u6027\u6781\u9ad8\u3002<\/p>\n

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\u7532\u9aa8\u6587(ORCL)\uff1a\u4e91\u57fa\u7840\u8bbe\u65bd\u4e0e\u6570\u636e\u5e93\u9f99\u5934<\/h2>\n

\u4e13\u6ce8\u63d0\u4f9b\u652f\u6301\u590d\u6742AI\u5de5\u4f5c\u8d1f\u8f7d\u7684\u4e91\u57fa\u7840\u8bbe\u65bd\u4e0e\u6570\u636e\u5e93\u8f6f\u4ef6\u89e3\u51b3\u65b9\u6848\u3002\u6280\u672f\u58c1\u5792\u5305\u62ec\uff1a\u6570\u636e\u5e93\u6280\u672f\u4e0e\u81ea\u6709\u4e91\u5e73\u53f0OCI\u534f\u540c\u5de5\u4f5c\uff0c\u517c\u5bb9\u4e9a\u9a6c\u900a\u7684AWS\u3001\u8c37\u6b4c\u4e91\u3001\u5fae\u8f6fAzure\u7b49\u4e3b\u6d41\u4e91\u5e73\u53f0\uff0cDatabase 23ai\u652f\u6301\u4f01\u4e1a\u5728\u4fdd\u969c\u5b89\u5168\u7684\u524d\u63d0\u4e0b\u8c03\u7528\u4e13\u6709\u6570\u636e\u4e0e\u4e3b\u6d41\u5927\u8bed\u8a00\u6a21\u578b\u3002<\/p>\n

2025\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\uff08\u622a\u81f35\u670831\u65e5\uff09\u8425\u6536159\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f11%\uff0c\u5176\u4e2dOCI\u4e91\u4e1a\u52a1\u6536\u5165\u6fc0\u589e52%\u81f330\u4ebf\u7f8e\u5143\uff1b\u5168\u5e74\u8fd0\u8425\u73b0\u91d1\u6d41208\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f12%\u3002\u6b64\u5916\uff0c\u79ef\u538b\u8ba2\u53551380\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f41%\uff0c\u9884\u8ba12026\u8d22\u5e74\u8ba2\u5355\u91cf\u518d\u7ffb\u500d\u30022026\u8d22\u5e74\u6307\u5f15\u663e\u793aOCI\u6536\u5165\u589e\u901f\u5c06\u8fbe70%\uff0c\u603b\u8425\u6536\u81f3\u5c11670\u4ebf\u7f8e\u5143\uff08\u589e\u5e4516%\uff09\u3002<\/p>\n

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