{"id":604174,"date":"2025-11-16T23:44:47","date_gmt":"2025-11-17T07:44:47","guid":{"rendered":"https:\/\/nai500.com\/?p=604174"},"modified":"2025-11-16T23:44:47","modified_gmt":"2025-11-17T07:44:47","slug":"%e7%9e%84%e5%87%862026%ef%bc%9a%e6%9d%83%e5%a8%81%e6%9c%ba%e6%9e%84%e8%af%84%e5%87%ba%e5%85%ad%e5%a4%a7%e7%a7%91%e6%8a%80%e9%87%91%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/11\/%e7%9e%84%e5%87%862026%ef%bc%9a%e6%9d%83%e5%a8%81%e6%9c%ba%e6%9e%84%e8%af%84%e5%87%ba%e5%85%ad%e5%a4%a7%e7%a7%91%e6%8a%80%e9%87%91%e8%82%a1\/","title":{"rendered":"\u7784\u51c62026\uff1a\u6743\u5a01\u673a\u6784\u8bc4\u51fa\u516d\u5927\u79d1\u6280\u91d1\u80a1"},"content":{"rendered":"

\u5c3d\u7ba1\u9762\u4e34\u8d38\u6613\u653f\u7b56\u4e0d\u786e\u5b9a\u6027\u3001\u901a\u80c0\u538b\u529b\u53ca\u4eba\u5de5\u667a\u80fd\u6295\u8d44\u9ad8\u6210\u672c\u7b49\u6311\u6218\uff0c\u79d1\u6280\u677f\u5757\u4f9d\u7136\u662f\u8fd1\u5e74\u6765\u63a8\u52a8\u7f8e\u80a1\u5c61\u521b\u65b0\u9ad8\u7684\u6838\u5fc3\u52a8\u529b\u30022020\u5e74\u4ee5\u6765\uff0cTechnology Select Sector SPDR ETF\uff08XLK\uff09\u6301\u7eed\u8dd1\u8d62\u6807\u666e500\u6307\u6570\u3002\u5386\u53f2\u6570\u636e\u663e\u793a\uff0c\u8fc7\u53bb\u5341\u591a\u5e74\uff0c\u79d1\u6280\u80a1\u7684\u77ed\u671f\u56de\u8c03\u5f80\u5f80\u6210\u4e3a\u957f\u671f\u5e03\u5c40\u826f\u673a\uff0c\u8fd9\u4e00\u8d8b\u52bf\u9884\u8ba1\u5728\u672a\u6765\u6570\u5e74\u4ecd\u5c06\u5ef6\u7eed\u3002<\/p>\n

\u5728\u6b64\u80cc\u666f\u4e0b\uff0c\u7cbe\u9009\u4e2a\u80a1\u6210\u4e3a\u6295\u8d44\u5173\u952e\u3002CFRA\u8fd1\u671f\u53d1\u5e03\u4e86\u516d\u53ea\u63a8\u8350\u4e70\u5165\u7684\u79d1\u6280\u80a1\uff0c\u8ba4\u4e3a\u5b83\u4eec\u5177\u5907\u6301\u7eed\u589e\u957f\u6f5c\u529b\uff1a<\/p>\n

1. \u82f1\u4f1f\u8fbe\uff08NVDA<\/strong>\uff09<\/strong><\/a><\/h2>\n

\u4f5c\u4e3a\u9ad8\u7aef\u56fe\u5f62\u4e0e\u89c6\u9891\u5904\u7406\u82af\u7247\u9f99\u5934\uff0c\u82f1\u4f1f\u8fbe\u4ea7\u54c1\u5e7f\u6cdb\u5e94\u7528\u4e8e\u6e38\u620f\u7535\u8111\u3001\u5de5\u4f5c\u7ad9\u53caAI\u8ba1\u7b97\u670d\u52a1\u5668\u3002\u8be5\u80a1\u662f\u8fc7\u53bb30\u5e74\u5168\u5e02\u573a\u8868\u73b0\u7b2c\u4e8c\u4f73\u7684\u80a1\u7968\uff0c2023\u5e74\u521d\u4ee5\u6765\u603b\u56de\u62a5\u8d85\u8fc71190%\u3002\u5206\u6790\u5e08Angelo Zino\u6307\u51fa\uff0c\u516c\u53f8\u5728\u8fb9\u7f18\u8bbe\u5907\u6e17\u900f\u7387\u3001AI\u6280\u672f\u5e03\u5c40\u3001\u53ef\u89e6\u8fbe\u5e02\u573a\u6269\u5f20\u53ca\u8f6f\u4ef6\u4e1a\u52a1\u589e\u957f\u65b9\u9762\u7684\u4f18\u52bf\uff0c\u9884\u793a\u5176\u80a1\u4ef7\u4ecd\u6709\u4e0a\u884c\u7a7a\u95f4\u3002CFRA\u7ed9\u4e88\u201c\u5f3a\u529b\u4e70\u5165\u201d\u8bc4\u7ea7\uff0c\u76ee\u6807\u4ef7270\u7f8e\u5143\uff0811\u670812\u65e5\u6536\u76d8\u4ef7193.80\u7f8e\u5143\uff09\u3002<\/p>\n

2. \u7f8e\u5149\u79d1\u6280\uff08MU<\/strong>\uff09<\/strong><\/a><\/h2>\n

\u8fd9\u5bb6\u5b58\u50a8\u82af\u7247\u5de8\u5934\u4e13\u6ce8DRAM\u548cNAND\u95ea\u5b58\u4ea7\u54c1\u3002Zino\u8ba4\u4e3a\uff0c\u5185\u5b58\u9700\u6c42\u5c06\u6301\u7eed\u589e\u957f\u81f32027\u5e74\uff0c\u800cAI\u53d1\u5c55\u63a8\u9ad8\u4e86\u9ad8\u5e26\u5bbd\u5185\u5b58\u7b49\u9ad8\u7aef\u4ea7\u54c1\u7684\u4f9b\u5e94\u538b\u529b\u3002\u76ee\u524d\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u8d21\u732e\u7f8e\u5149\u7ea656%\u8425\u6536\uff0c\u6bdb\u5229\u7387\u9ad8\u8fbe52%\u3002CFRA\u7ed9\u4e88\u201c\u4e70\u5165\u201d\u8bc4\u7ea7\uff0c\u76ee\u6807\u4ef7200\u7f8e\u5143\uff0811\u670812\u65e5\u6536\u76d8\u4ef7244.90\u7f8e\u5143\uff09\u3002<\/p>\n

3. Palantir<\/strong>\uff08PLTR<\/strong>\uff09<\/strong><\/a><\/h2>\n

\u8fd9\u5bb6\u5927\u6570\u636e\u516c\u53f8\u901a\u8fc7\u673a\u5668\u5b66\u4e60\u4e0eAI\u6280\u672f\u6784\u5efa\u6570\u636e\u5206\u6790\u5e73\u53f0\u3002\u8fc7\u53bb\u4e09\u5e74\u80a1\u4ef7\u66b4\u6da82140%\uff0c\u4f46108.8\u500d\u7684\u5e02\u9500\u7387\u4e5f\u51a0\u7edd\u6807\u666e500\u6307\u6570\uff0c\u5f15\u53d1\u4f30\u503c\u62c5\u5fe7\u3002\u5206\u6790\u5e08Janice Quek\u5219\u8ba4\u4e3a\uff0c\u7f8e\u56fd\u653f\u5e9c\u5408\u540c\u7684\u6301\u7eed\u843d\u5730\u53ca\u589e\u957f\u52a0\u901f\u5c06\u652f\u6491\u80a1\u4ef7\u8868\u73b0\u3002CFRA\u7ed9\u4e88\u201c\u4e70\u5165\u201d\u8bc4\u7ea7\uff0c\u76ee\u6807\u4ef7231\u7f8e\u5143\uff0811\u670812\u65e5\u6536\u76d8\u4ef7184.17\u7f8e\u5143\uff09\u3002<\/p>\n

4. \u5fae\u8f6f\uff08MSFT<\/strong>\uff09<\/strong><\/a><\/h2>\n

\u5168\u7403\u6700\u5927\u8f6f\u4ef6\u516c\u53f8\u6b63\u4ece\u57fa\u7840\u8bbe\u65bd\u5230Copilot\u7b49\u5e94\u7528\u5c42\u9762\u5168\u9762\u6295\u5165AI\u521b\u65b0\u3002Zino\u5f3a\u8c03\uff0c\u5fae\u8f6f\u5728\u4e91\u670d\u52a1\u3001\u667a\u80fd\u4f53AI\u3001\u641c\u7d22\u5f15\u64ce\u7b49\u9886\u57df\u7684\u53d8\u73b0\u6f5c\u529b\u5de8\u5927\uff0c\u5bf9OpenAI\u7684\u6301\u80a1\u4f30\u503c\u66f4\u9884\u793a\u957f\u671f\u4ef7\u503c\u3002CFRA\u7ed9\u4e88\u201c\u5f3a\u529b\u4e70\u5165\u201d\u8bc4\u7ea7\uff0c\u76ee\u6807\u4ef7620\u7f8e\u5143\uff0811\u670812\u65e5\u6536\u76d8\u4ef7511.14\u7f8e\u5143\uff09\u3002<\/p>\n

5. \u82f9\u679c\uff08AAPL<\/strong>\uff09<\/strong><\/a><\/h2>\n

\u9664\u786c\u4ef6\u4ea7\u54c1\u5916\uff0c\u516c\u53f8\u7684\u670d\u52a1\u4e1a\u52a1\u5305\u542bApp Store\u3001Apple Music\u7b49\u591a\u5143\u4e1a\u6001\u3002Zino\u770b\u597d\u5176\u8bbe\u5907\u7aefAI\u529f\u80fd\u6574\u5408\uff0c\u5229\u6da6\u7387\u6539\u5584\uff0c\u5168\u7403\u751f\u6001\u7cfb\u7edf\u53ca\u5e02\u573a\u6269\u5f20\u80fd\u529b\uff0c\u7ed3\u5408\u7a33\u5b9a\u7684\u81ea\u7531\u73b0\u91d1\u6d41\u4e0e\u56de\u8d2d\u8ba1\u5212\uff0c\u957f\u671f\u6295\u8d44\u4ef7\u503c\u663e\u8457\u3002CFRA\u7ed9\u4e88\u201c\u4e70\u5165\u201d\u8bc4\u7ea7\uff0c\u76ee\u6807\u4ef7310\u7f8e\u5143\uff0811\u670812\u65e5\u6536\u76d8\u4ef7273.47\u7f8e\u5143\uff09\u3002<\/p>\n

6. \u7532\u9aa8\u6587\uff08ORCL\uff09<\/h2>\n

\u4f5c\u4e3a\u4f01\u4e1a\u8f6f\u4ef6\u4e0e\u4e91\u670d\u52a1\u5de8\u5934\uff0c\u7532\u9aa8\u6587\u4fdd\u6301\u7a33\u5b9a\u589e\u957f\u4e0e\u76c8\u5229\uff0c\u5e76\u5c06\u8d85\u989d\u6536\u5165\u7528\u4e8e\u56de\u8d2d\u548c\u5206\u7ea2\uff08\u80a1\u606f\u73870.7%\uff09\u3002Zino\u6307\u51fa\uff0c\u667a\u80fd\u4f53AI\u5e94\u7528\u5c06\u63a8\u52a8\u8be5\u516c\u53f8IaaS\u548cSaaS\u4e1a\u52a1\u589e\u957f\uff0c\u9884\u8ba1\u52302030\u5e74\u57fa\u7840\u8bbe\u65bd\u4e1a\u52a1\u5360\u6bd4\u5c06\u8d85\u603b\u8425\u6536\u4e09\u5206\u4e4b\u4e8c\u3002CFRA\u7ed9\u4e88\u201c\u4e70\u5165\u201d\u8bc4\u7ea7\uff0c\u76ee\u6807\u4ef7350\u7f8e\u5143\uff0811\u670812\u65e5\u6536\u76d8\u4ef7226.99\u7f8e\u5143\uff09\u3002<\/p>\n

\u5206\u6790\u5e08\u5f3a\u8c03\uff0c\u5728\u79d1\u6280\u884c\u4e1a\u7ed3\u6784\u6027\u589e\u957f\u80cc\u666f\u4e0b\uff0c\u8fd9\u4e9b\u62e5\u6709\u6280\u672f\u58c1\u5792\u4e0e\u660e\u786e\u589e\u957f\u8def\u5f84\u7684\u516c\u53f8\uff0c\u6709\u671b\u57282026\u5e74\u524d\u6301\u7eed\u521b\u9020\u8d85\u989d\u6536\u76ca\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u5c3d\u7ba1\u9762\u4e34\u8d38\u6613\u653f\u7b56\u4e0d\u786e\u5b9a\u6027\u3001\u901a\u80c0\u538b\u529b\u53ca\u4eba\u5de5\u667a\u80fd\u6295\u8d44\u9ad8\u6210\u672c\u7b49\u6311\u6218\uff0c\u79d1\u6280\u677f\u5757\u4f9d\u7136\u662f\u8fd1\u5e74\u6765\u63a8\u52a8\u7f8e\u80a1\u5c61\u521b\u65b0\u9ad8\u7684\u6838\u5fc3\u52a8\u529b\u3002 […]<\/p>\n","protected":false},"author":27,"featured_media":481274,"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":[2408,2173,2155,558],"class_list":["post-604174","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-ai-zh-hans","tag-2173","tag-2155","tag-558","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\/604174","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=604174"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/604174\/revisions"}],"predecessor-version":[{"id":604177,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/604174\/revisions\/604177"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/481274"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=604174"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=604174"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=604174"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}