{"id":591561,"date":"2025-09-05T07:04:08","date_gmt":"2025-09-05T14:04:08","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/09\/avgo-aapl\/"},"modified":"2025-09-05T07:04:08","modified_gmt":"2025-09-05T14:04:08","slug":"avgo-aapl","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/09\/avgo-aapl\/","title":{"rendered":"\u82af\u7247\u5173\u7a0e\u51b2\u51fb\u884c\u4e1a\uff0cAVGO \u5927\u6da8\uff0cAAPL \u8d62\u5f97\u8c41\u514d"},"content":{"rendered":"

\u7f8e\u56fd\u80a1\u6307\u671f\u8d27\u5728\u5c31\u4e1a\u62a5\u544a\u516c\u5e03\u524d\u5c0f\u5e45\u8d70\u9ad8\uff0c\u4f46\u82af\u7247\u624d\u662f\u7126\u70b9\u3002\u7279\u6717\u666e\u603b\u7edf\u8868\u793a\u5c06\u5f88\u5feb\u5bf9\u534a\u5bfc\u4f53\u8fdb\u53e3\u5f81\u6536\u76f8\u5f53\u53ef\u89c2\u7684\u5173\u7a0e\uff0c\u5bf9\u627f\u8bfa\u52a0\u5927\u7f8e\u56fd\u6295\u8d44\u7684\u516c\u53f8\u7ed9\u4e88\u8c41\u514d\u3002Broadcom \u5728\u76d8\u524d\u516c\u5e03\u4e86\u65b0\u7684 AI \u57fa\u7840\u8bbe\u65bd\u5ba2\u6237\u5e76\u8868\u793a CEO Hock Tan \u5c06\u7559\u4efb\u81f3 2030 \u5e74\u540e\uff0c\u80a1\u4ef7\u8df3\u5347\u7ea6 7%\u3002Apple \u627f\u8bfa\u518d\u5411\u7f8e\u56fd\u9879\u76ee\u6295\u5165 1000 \u4ebf\u7f8e\u5143\u4ee5\u786e\u4fdd iPhone \u4f9b\u5e94\u4e0d\u53d7\u8fdb\u53e3\u5173\u7a0e\u5f71\u54cd\uff0c\u4ece\u800c\u83b7\u5f97\u4e86\u8c41\u514d\u3002\u6b64\u4e3e\u91cd\u65b0\u8bbe\u5b9a\u4e86\u4e00\u4e2a\u5df2\u7ecf\u5728\u4e89\u53d6 AI \u8ba1\u7b97\u80fd\u529b\u5e76\u591a\u5143\u5316\u4f9b\u5e94\u94fe\u7684\u884c\u4e1a\u7684\u98ce\u9669\u8ba1\u7b97\u3002<\/p>\n

\u5173\u7a0e\u5a01\u80c1\u4e0e\u8c41\u514d\u5e76\u5b58\uff0c\u4fc3\u4f7f\u5feb\u901f\u91cd\u4f30<\/h3>\n

\u4ea4\u6613\u5458\u6b63\u5728\u4ece\u8fd9\u4e00\u65e2\u5e26\u6765\u7a0e\u6536\u53c8\u5e26\u6765\u65f6\u70b9\u51b2\u51fb\u7684\u653f\u7b56\u8f6c\u53d8\u4e2d\u5206\u8fa8\u8d62\u5bb6\u548c\u8f93\u5bb6\u3002\u5934\u6761\u98ce\u9669\u5f88\u76f4\u63a5\uff1a\u5982\u679c\u5173\u7a0e\u843d\u5730\uff0c\u8fdb\u53e3\u82af\u7247\u53ef\u80fd\u4f1a\u88ab\u5f81\u4ee5\u65b0\u7684\u6210\u672c\uff0c\u5728\u4e1a\u5185\u8ba8\u8bba\u7684\u67d0\u4e9b\u60c5\u5f62\u4e0b\u751a\u81f3\u9ad8\u8fbe 100%\u3002\u7ec6\u8282\u5219\u5728\u4e8e\u9003\u751f\u9600\uff1a\u90a3\u4e9b\u5c06\u8d44\u672c\u6295\u5165\u7f8e\u56fd\u4ea7\u80fd\u3001\u91c7\u8d2d\u548c\u5c97\u4f4d\u7684\u516c\u53f8\u53ef\u4ee5\u83b7\u5f97\u8c41\u514d\u3002\u8fd9\u6709\u5229\u4e8e\u80fd\u591f\u7528\u6295\u8d44\u6362\u53d6\u81ea\u8eab\u4f9b\u5e94\u94fe\u63a5\u5165\u7684\u5927\u578b\u8d44\u4ea7\u8d1f\u503a\u8868\u5e73\u53f0\uff0c\u4e5f\u5c06\u98ce\u9669\u96c6\u4e2d\u5230\u89c4\u6a21\u8f83\u5c0f\u3001\u4f9d\u8d56\u8fdb\u53e3\u4e14\u65e0\u529b\u534f\u5546\u8c41\u514d\u6216\u8f6c\u4ea7\u7684\u8bbe\u5907\u5236\u9020\u5546\u8eab\u4e0a\u3002<\/p>\n

\u77ed\u671f\u5f71\u54cd\u662f\u5b9a\u4ef7\u6743\u4e0e\u91c7\u8d2d\u4e2d\u65ad\u3002AI \u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u8005\u4f1a\u63a8\u52a8\u4f9b\u5e94\u5546\u8c03\u6574\u7269\u6599\u6e05\u5355\uff0c\u5c3d\u53ef\u80fd\u4f7f\u7528\u53d7\u5173\u7a0e\u5f71\u54cd\u8f7b\u6216\u514d\u5173\u7a0e\u7684\u96f6\u4ef6\uff0c\u53ea\u8981\u5728\u4e0d\u727a\u7272\u6027\u80fd\u7684\u524d\u63d0\u4e0b\u53ef\u884c\u3002\u5728\u6210\u719f\u5de5\u827a\u8282\u70b9\u3001\u4f9d\u8d56\u8fdb\u53e3\u7684\u7c7b\u522b\u6700\u4e3a\u8106\u5f31\uff0c\u800c\u6700\u9ad8\u6027\u80fd\u7684\u52a0\u901f\u5668\u5219\u53ef\u80fd\u901a\u8fc7\u5b9a\u5236\u8c41\u514d\u6216\u5728\u56fd\u5185\u7ec4\u88c5\u7b56\u7565\u800c\u5f97\u4ee5\u9694\u79bb\u3002\u653f\u7b56\u65e8\u5728\u52a0\u901f\u5728\u5cb8\u5316\uff0c\u4f46\u5728\u516c\u544a\u4e0e\u5efa\u8bbe\u4e4b\u95f4\u5b58\u5728\u4e00\u5ea7\u5173\u7a0e\u6865\u6881\uff0c\u53ef\u80fd\u4fb5\u8680\u5229\u6da6\u5e76\u4f7f\u6307\u5f15\u590d\u6742\u5316\u3002<\/p>\n

Apple \u7528\u201c\u4ee5\u6295\u8d44\u6362\u53d6\u901a\u9053\u201d\u4e70\u4fdd\u9669<\/h3>\n

Apple \u662f\u5e94\u5bf9\u65b0\u653f\u7684\u8303\u672c\u3002\u516c\u53f8\u5df2\u627f\u8bfa\u5728\u7f8e\u56fd\u518d\u6295\u8d44 1000 \u4ebf\u7f8e\u5143\uff0c\u800c\u4e14 iPhone \u82af\u7247\u9884\u8ba1\u4f1a\u5728\u6269\u5c55\u56fd\u5185\u627f\u8bfa\u7684\u516c\u53f8\u8c41\u514d\u4e0b\u4e0d\u53d7\u5f71\u54cd\u3002\u5bf9\u4e8e\u5728\u5173\u7a0e\u5468\u671f\u4e2d\u5bfb\u6c42\u4f9b\u5e94\u94fe\u786e\u5b9a\u6027\u800c\u8a00\uff0c\u8fd9\u662f\u9ad8\u6602\u4f46\u53ef\u9884\u89c1\u7684\u4ee3\u4ef7\u3002\u5411\u540c\u884c\u4f20\u8fbe\u7684\u4fe1\u53f7\u5f88\u660e\u786e\uff1a\u7b7e\u7f72\u957f\u671f\u7f8e\u56fd\u4ea7\u80fd\u534f\u8bae\u3001\u6269\u5c55\u672c\u571f\u88c5\u5907\u5e76\u9501\u5b9a\u8c41\u514d\uff0c\u5426\u5219\u4f60\u7684\u6838\u5fc3\u96f6\u90e8\u4ef6\u53ef\u80fd\u88ab\u5f81\u7a0e\u3002<\/p>\n

\u9884\u8ba1\u5176\u4ed6\u66dd\u5149\u4e8e\u8fdb\u53e3\u534a\u5bfc\u4f53\u7684\u84dd\u7b79\u516c\u53f8\u4f1a\u8fc5\u901f\u8ddf\u8fdb\u3002\u4e91\u5e73\u53f0\u3001\u624b\u673a\u5236\u9020\u5546\u548c PC OEM \u5c06\u5bfb\u6c42\u540c\u6837\u7684\u4fdd\u9669\u7b56\u7565\u3002\u8d44\u672c\u652f\u51fa\u8ba1\u5212\u5728\u77ed\u671f\u5185\u53ef\u80fd\u4e0a\u5347\uff0c\u800c\u4e14\u4e0d\u4ec5\u9650\u4e8e\u5382\u623f\u5efa\u8bbe\u3002\u7ec4\u88c5\u3001\u6d4b\u8bd5\u3001\u5148\u8fdb\u5c01\u88c5\uff0c\u751a\u81f3\u7279\u79cd\u6750\u6599\u91c7\u8d2d\u90fd\u5c06\u6210\u4e3a\u653f\u6cbb\u5ba1\u67e5\u5bf9\u8c61\u3002\u6fc0\u52b1\u7ed3\u6784\u63a8\u52a8\u8de8\u56fd\u516c\u53f8\u5c06\u589e\u91cf\u652f\u51fa\u66f4\u591a\u5206\u914d\u5230\u7f8e\u56fd\u8282\u70b9\uff0c\u5373\u4fbf\u6700\u5148\u8fdb\u7684\u6676\u5706\u5236\u9020\u4ecd\u96c6\u4e2d\u5728\u6d77\u5916\u3002<\/p>\n

AVGO \u4e0e OpenAI \u7784\u51c6 2026 \u5e74\u7684\u4f9b\u5e94\u7a97\u53e3<\/h3>\n

Broadcom \u7684\u6da8\u52bf\u51f8\u663e\u4e86\u5e02\u573a\u5728\u653f\u7b56\u91cd\u7f6e\u4e2d\u770b\u5230\u7684\u52a8\u529b\u3002\u516c\u53f8\u8868\u793a\u5df2\u4ece\u4e00\u4f4d\u65b0\u5ba2\u6237\u83b7\u5f97\u8d85\u8fc7 100 \u4ebf\u7f8e\u5143\u7684 AI \u57fa\u7840\u8bbe\u65bd\u8ba2\u5355\uff0c\u8fd9\u589e\u5f3a\u4e86\u5bf9 2026 \u5e74\u968f\u7740\u90e8\u7f72\u89c4\u6a21\u5316\u800c\u51fa\u73b0\u8dc3\u5347\u7684\u4fe1\u5fc3\u3002CEO Hock Tan \u627f\u8bfa\u7559\u4efb\u81f3 2030 \u5e74\u51cf\u8f7b\u4e86\u63a5\u73ed\u4eba\u60ac\u800c\u672a\u51b3\u7684\u95ee\u9898\uff0c\u6b63\u503c Broadcom \u4e0e\u8d85\u5927\u89c4\u6a21\u5ba2\u6237\u52a0\u6df1\u8054\u7cfb\u3002\u6b64\u5916\uff0cOpenAI \u8ba1\u5212\u4e0e Broadcom \u5408\u4f5c\u5728 2026 \u5e74\u5f00\u59cb\u91cf\u4ea7\u5176\u9996\u6b3e\u81ea\u7814 AI \u82af\u7247\uff0c\u8fd9\u662f\u4e3a\u51cf\u5c11\u5bf9 Nvidia \u4f9b\u5e94\u7684\u4f9d\u8d56\u5e76\u964d\u4f4e\u6bcf\u5355\u4f4d\u7b97\u529b\u6210\u672c\u800c\u91c7\u53d6\u7684\u6218\u7565\u8f6c\u5411\u3002<\/p>\n

\u5173\u7a0e\u53ef\u80fd\u4f1a\u52a0\u901f\u8fd9\u79cd\u903b\u8f91\u3002\u5982\u679c\u89c4\u5219\u4ee5\u56fd\u5185\u5185\u5bb9\u548c\u4f9b\u5e94\u94fe\u4e3a\u51c6\u4e88\u8c41\u514d\uff0cBroadcom \u53ca\u5176\u5ba2\u6237\u5728\u53ef\u884c\u65f6\u66f4\u6709\u660e\u786e\u52a8\u673a\u5c06\u7ec4\u88c5\u4e0e\u5148\u8fdb\u5c01\u88c5\u5171\u7f6e\u4e8e\u7f8e\u56fd\u30022020 \u5e74\u4ee3\u4e2d\u671f\u672c\u5df2\u88ab\u89c6\u4e3a GPU \u4e4b\u5916 AI \u4e13\u7528\u7845\u7247\u7684\u62d0\u70b9\u3002\u5bf9\u8fdb\u53e3\u52a0\u4ee5\u60e9\u7f5a\u7684\u5173\u7a0e\u4f53\u5236\uff0c\u4f1a\u6536\u7d27\u5728\u56fd\u5185\u5efa\u8bbe\u8be5\u4ea7\u80fd\u7684\u878d\u8d44\u7406\u7531\uff0c\u5c3d\u7ba1\u5b83\u4e5f\u4f1a\u5728\u751f\u6001\u7cfb\u7edf\u8303\u56f4\u5185\u63d0\u9ad8\u77ed\u671f\u6210\u672c\u538b\u529b\u3002<\/p>\n

\u8584\u5f31\u73af\u8282\uff1a\u6a21\u62df\u4e0e\u4f20\u7edf\u8282\u70b9<\/h3>\n

\u5e76\u975e\u6240\u6709\u82af\u7247\u90fd\u662f AI \u52a0\u901f\u5668\uff0c\u8fd9\u4e9b\u82af\u7247\u6070\u6070\u53ef\u80fd\u627f\u53d7\u6700\u5267\u70c8\u7684\u5173\u7a0e\u51b2\u51fb\u3002Texas Instruments \u63d0\u5230\u5728 4 \u6708\u7684\u63d0\u524d\u91c7\u8d2d\u540e\u51fa\u73b0\u653e\u7f13\uff0c\u5ba2\u6237\u56e0\u5173\u7a0e\u4f20\u95fb\u628a\u8ba2\u5355\u63d0\u524d\u3002\u8fd9\u79cd\u6a21\u5f0f\u662f\u5178\u578b\u7684\u5173\u7a0e\u524d\u884c\u4e3a\uff0c\u5e76\u6697\u793a\u524d\u65b9\u53ef\u80fd\u5b58\u5728\u6c14\u6ce1\u3002TI \u8fd8\u8868\u793a\u672a\u88ab\u8981\u6c42\u5728\u7f8e\u56fd\u653f\u5e9c\u4ea4\u6613\u4e2d\u63a5\u53d7\u80a1\u6743\uff0c\u5e76\u4e14\u5176\u5728 CHIPS Act \u5b89\u6392\u4e2d\u4ec5\u62a5\u544a\u4e86\u5c0f\u5e45\u6709\u5229\u53d8\u5316\uff0c\u8fd9\u63d0\u9192\u4eba\u4eec\u653f\u7b56\u652f\u6301\u5728\u4e0d\u540c\u7ec6\u5206\u9886\u57df\u548c\u516c\u53f8\u95f4\u5e76\u4e0d\u5747\u8861\u3002<\/p>\n

\u6a21\u62df\u4e0e\u7535\u6e90\u7ba1\u7406\u534a\u5bfc\u4f53\u3001\u4f20\u611f\u5668\u4ee5\u53ca\u6c7d\u8f66\u7ea7\u4f20\u7edf\u8282\u70b9\u4ecd\u9ad8\u5ea6\u5168\u7403\u5316\u3002\u5bf9\u8fd9\u4e9b\u96f6\u4ef6\u5f81\u7a0e\u4f1a\u62ac\u9ad8\u6c7d\u8f66\u3001\u5de5\u4e1a\u8bbe\u5907\u548c\u6d88\u8d39\u8bbe\u5907\u7684\u6210\u672c\uff0c\u5728\u66ff\u4ee3\u6027\u6709\u9650\u7684\u60c5\u51b5\u4e0b\u5f71\u54cd\u5c24\u751a\u3002BMW CEO \u5728\u8c08\u53ca\u66f4\u5e7f\u6cdb\u7684\u6b27\u76df\u2014\u7f8e\u56fd\u5173\u7a0e\u4e0d\u786e\u5b9a\u6027\u65f6\u9053\u51fa\u4e86\u8de8\u884c\u4e1a\u7684\u62c5\u5fe7\uff1a\u5f53\u8d38\u6613\u6761\u6b3e\u5904\u4e8e\u53d8\u52a8\u65f6\uff0c\u89c4\u5212\u53d8\u5f97\u66f4\u96be\u3002\u5bf9\u7f8e\u56fd\u5236\u9020\u5546\u800c\u8a00\uff0c\u7b97\u672f\u5f88\u7b80\u5355\uff1a\u9664\u975e\u83b7\u5f97\u8c41\u514d\uff0c\u9884\u7b97\u8981\u4e48\u627f\u53d7\u5f81\u7a0e\uff0c\u8981\u4e48\u4ef7\u683c\u4e0a\u6da8\u3002<\/p>\n

\u5173\u7a0e\u4e0e CHIPS Act\uff1a\u4e92\u8865\u8fd8\u662f\u51b2\u7a81<\/h3>\n

CHIPS Act \u901a\u8fc7\u8865\u8d34\u9f13\u52b1\u516c\u53f8\u5728\u7f8e\u56fd\u5efa\u8bbe\u4ea7\u80fd\u3002\u5173\u7a0e\u901a\u8fc7\u5bf9\u8fdb\u53e3\u5f81\u7a0e\u6765\u63a8\u52a8\u540c\u6837\u7684\u7ed3\u679c\u3002\u7406\u8bba\u4e0a\uff0c\u4e24\u8005\u4e92\u4e3a\u8865\u5145\u3002\u5b9e\u9645\u4e0a\uff0c\u5173\u7a0e\u51b2\u51fb\u53ef\u80fd\u5728\u7f8e\u56fd AI \u5efa\u8bbe\u8005\u6b63\u7ade\u76f8\u589e\u52a0\u7b97\u529b\u4e4b\u9645\u62ac\u9ad8\u6295\u5165\u6210\u672c\uff0c\u653e\u7f13\u90e8\u7f72\u5e76\u53ef\u80fd\u524a\u5f31\u8865\u8d34\u9a71\u52a8\u6295\u8d44\u7684\u6548\u679c\u3002\u8fd8\u6709\u62a5\u590d\u95ee\u9898\u3002\u8d38\u6613\u4f19\u4f34\u53ef\u80fd\u4ee5\u5404\u81ea\u7684\u5173\u7a0e\u6216\u975e\u5173\u7a0e\u58c1\u5792\u4f5c\u51fa\u56de\u5e94\uff0c\u7a00\u91ca\u5728\u5cb8\u5316\u5e26\u6765\u7684\u6536\u76ca\u5e76\u4f7f\u7f8e\u56fd\u516c\u53f8\u7684\u51fa\u53e3\u7b56\u7565\u590d\u6742\u5316\u3002<\/p>\n

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