{"id":604596,"date":"2025-11-18T17:20:46","date_gmt":"2025-11-19T01:20:46","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/11\/all-eyes-on-nvidia-as-earnings-become-a-bellwether-for-u-s-stocks\/"},"modified":"2025-11-18T17:21:10","modified_gmt":"2025-11-19T01:21:10","slug":"%e4%b8%8d%e6%ad%a2%e6%98%af%e8%8a%af%e7%89%87%ef%bc%9a%e8%8b%b1%e4%bc%9f%e8%be%be%e8%b4%a2%e6%8a%a5%e6%94%b8%e5%85%b3%e7%be%8e%e8%82%a1%e5%91%bd%e8%84%89","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/11\/%e4%b8%8d%e6%ad%a2%e6%98%af%e8%8a%af%e7%89%87%ef%bc%9a%e8%8b%b1%e4%bc%9f%e8%be%be%e8%b4%a2%e6%8a%a5%e6%94%b8%e5%85%b3%e7%be%8e%e8%82%a1%e5%91%bd%e8%84%89\/","title":{"rendered":"\u4e0d\u6b62\u662f\u82af\u7247\uff1a\u82f1\u4f1f\u8fbe\u8d22\u62a5\u6538\u5173\u7f8e\u80a1\u547d\u8109"},"content":{"rendered":"<p>\u5f53\u5e02\u573a\u8fd8\u5728\u6d88\u5316\u79d1\u6280\u80a1\u60e8\u906d\u964d\u7ea7\u7684\u5229\u7a7a\u65f6\uff0c\u6240\u6709\u4eba\u7684\u76ee\u5149\u90fd\u5df2\u6295\u5411\u5373\u5c06\u5728\u5468\u4e09\u76d8\u540e\u516c\u5e03\u7684<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=NVDA\">\u82f1\u4f1f\u8fbe\uff08NVDA\uff09<\/a>\u8d22\u62a5\u3002\u8fd9\u4e00\u6b21\uff0c\u5b83\u5df2\u8fdc\u4e0d\u6b62\u662f\u4e00\u5bb6\u82af\u7247\u5de8\u5934\u7684\u4e1a\u7ee9\u79c0\uff0c\u5176\u6210\u8d25\u66f4\u7275\u52a8\u7740\u6574\u4e2a\u7f8e\u80a1\u7684\u795e\u7ecf\uff0c\u88ab\u89c6\u4e3a\u7f8e\u8054\u50a812\u6708\u8bae\u606f\u4f1a\u8bae\u524d\u6700\u540e\u4e00\u4e2a\u53ef\u80fd\u51b3\u5b9a\u5e02\u573a\u8d70\u5411\u7684\u91cd\u5927\u4e8b\u4ef6\u3002<\/p>\n<h2>\u964d\u7ea7\u6f6e\u4e0e\u81ea\u6551\uff1a\u98ce\u66b4\u524d\u7684\u9884\u6f14<\/h2>\n<p>\u5468\u4e8c\uff0c\u79d1\u6280\u80a1\u9634\u4e91\u7b3c\u7f69\u3002\u82f1\u4f1f\u8fbe\u4e24\u5927\u6838\u5fc3\u5ba2\u6237\u2014\u2014\u5fae\u8f6f\u4e0e\u4e9a\u9a6c\u900a\u906dRothschild &amp; Co. Redburn\u5206\u6790\u5e08\u964d\u7ea7\uff0c\u7406\u7531\u662f\u751f\u6210\u5f0fAI\u7684\u7ecf\u6d4e\u6548\u76ca\u53ef\u80fd\u4e0d\u53ca\u9884\u671f\u3002\u53d7\u6b64\u62d6\u7d2f\uff0c\u82f1\u4f1f\u8fbe\u80a1\u4ef7\u5468\u4e8c\u65e9\u76d8\u4e00\u5ea6\u4e0b\u8dcc2.3%\uff0c\u5ef6\u7eed\u4e86\u5468\u4e00\u7684\u8dcc\u52bf\uff0cAMD\u3001\u535a\u901a\u7b49\u82af\u7247\u80a1\u4ea6\u540c\u6b65\u4e0b\u632b\u3002<\/p>\n<p>\u5371\u5c40\u4e4b\u4e2d\uff0c\u82f1\u4f1f\u8fbe\u8fc5\u901f\u629b\u51fa\u91cd\u78c5\u6d88\u606f\uff1a\u5ba3\u5e03\u5c06\u5411AI\u521d\u521b\u516c\u53f8Anthropic\u6295\u8d44\u9ad8\u8fbe100\u4ebf\u7f8e\u5143\u3002\u8fd9\u9879\u4e0e\u5fae\u8f6f\u8054\u624b\u7684\u6295\u8d44\uff0c\u4e0d\u4ec5\u5c55\u793a\u4e86\u8be5\u82af\u7247\u5de8\u5934\u6784\u5efaAI\u751f\u6001\u7684\u91ce\u5fc3\uff0c\u4e5f\u77ed\u6682\u7a33\u4f4f\u4e86\u5e02\u573a\u9635\u811a\uff0c\u4ee4\u80a1\u4ef7\u8dcc\u5e45\u6536\u7a84\u3002\u8fd9\u4e00\u81ea\u6551\u52a8\u4f5c\uff0c\u51f8\u663e\u51fa\u5728\u8d22\u62a5\u524d\u7ef4\u7cfb\u5e02\u573a\u4fe1\u5fc3\u7684\u7d27\u8feb\u6027\u3002<\/p>\n<h2>\u5168\u5e02\u573a\u7684\u8bd5\u91d1\u77f3\uff1a\u4e3a\u4f55\u6b64\u6b21\u8d22\u62a5\u5982\u6b64\u5173\u952e\uff1f<\/h2>\n<p>\u5e02\u573a\u5bf9\u6b64\u6b21\u82f1\u4f1f\u8fbe\u8d22\u62a5\u7684\u671f\u5f85\uff0c\u5df2\u8fdc\u8d85\u516c\u53f8\u672c\u8eab\u3002<\/p>\n<ol>\n<li><strong>AI\u4fe1\u4ef0\u7684\u7ec8\u6781\u8003\u9a8c<\/strong>\uff1a\u8fd1\u671fAI\u6982\u5ff5\u80a1\u96c6\u4f53\u56de\u8c03\uff0c\u5e02\u573a\u5f00\u59cb\u8d28\u7591\u8fd9\u573a\u6280\u672f\u9769\u547d\u7684\u76c8\u5229\u524d\u666f\u3002\u82f1\u4f1f\u8fbe\u4f5c\u4e3aAI\u6d6a\u6f6e\u6700\u6838\u5fc3\u7684\u201c\u5356\u6c34\u4eba\u201d\uff0c\u5b83\u7684\u4e1a\u7ee9\u6210\u8272\u4e0e\u672a\u6765\u6307\u5f15\u5c06\u6210\u4e3a\u68c0\u9a8c\u201cAI\u4fe1\u4ef0\u201d\u7684\u8bd5\u91d1\u77f3\u3002Main Street Research\u9996\u5e2d\u6295\u8d44\u5b98James Demmert\u9884\u8ba1\uff0c\u82f1\u4f1f\u8fbe\u5c06\u8d85\u8d8a\u9884\u671f\u5e76\u63d0\u4f9b\u5f3a\u52b2\u5c55\u671b\u3002<\/li>\n<li><strong>\u201c\u4e03\u5de8\u5934\u201d\u4e0e\u7f8e\u80a1\u6307\u6570\u7684\u652f\u67f1<\/strong>\uff1a\u82f1\u4f1f\u8fbe\u662f\u201c\u7f8e\u80a1\u4e03\u5de8\u5934\u201d\u7684\u5173\u952e\u6210\u5458\uff0c\u5bf9\u6807\u666e500\u7b49\u5e02\u503c\u52a0\u6743\u6307\u6570\u62e5\u6709\u5de8\u5927\u7684\u5f71\u54cd\u529b\u3002Navellier &amp; Associates\u521b\u59cb\u4ebaLouis Navellier\u6307\u51fa\uff0c\u5de8\u5934\u7684\u538b\u529b\u5df2\u5bfc\u81f4\u6307\u6570\u51fa\u73b0\u8d85\u5e38\u6ce2\u52a8\uff0c\u82f1\u4f1f\u8fbe\u7684\u4e1a\u7ee9\u5bf9\u4e8e\u5c40\u52bf\u626d\u8f6c\u81f3\u5173\u91cd\u8981\u3002<\/li>\n<li><strong>\u7f8e\u8054\u50a8\u51b3\u8bae\u524d\u7684\u6700\u540e\u50ac\u5316\u5242<\/strong>\uff1aDirexion\u4ea7\u54c1\u548c\u7b56\u7565\u9ad8\u7ea7\u526f\u603b\u88c1Ryan Lee\u6307\u51fa\uff0c\u8fd9\u4efd\u8d22\u62a5\u662f12\u6708FOMC\u4f1a\u8bae\u524d\u6700\u540e\u4e00\u4e2a\u91cd\u8981\u7684\u5e7f\u6cdb\u50ac\u5316\u5242\u3002\u5728\u9ad8\u5229\u7387\u73af\u5883\u4e0b\uff0c\u5e02\u573a\u4e9f\u9700\u82f1\u4f1f\u8fbe\u7684\u5f3a\u52b2\u6570\u636e\u6765\u63d0\u632f\u5bf9\u79d1\u6280\u80a1\u652f\u51fa\u80fd\u529b\u548c\u76c8\u5229\u524d\u666f\u7684\u4fe1\u5fc3\uff0c\u4ece\u800c\u5224\u65ad\u611f\u6069\u8282\u540e\u81f312\u6708\u521d\u7684\u5e02\u573a\u8d70\u52bf\u3002<\/li>\n<\/ol>\n<h2>\u8d85\u8d8a\u6570\u5b57\uff1a\u9ec4\u4ec1\u52cb\u5c06\u4f20\u9012\u4f55\u79cd\u4fe1\u53f7\uff1f<\/h2>\n<p>\u9664\u4e86\u8425\u6536\u548c\u6bcf\u80a1\u6536\u76ca\u8fd9\u4e9b\u51b0\u51b7\u7684\u6570\u5b57\uff0c\u534e\u5c14\u8857\u66f4\u5e0c\u671b\u4eceCEO\u9ec4\u4ec1\u52cb\u53e3\u4e2d\u542c\u5230\u4e24\u4e2a\u5173\u952e\u4fe1\u606f\uff1a<\/p>\n<ul>\n<li><strong>\u7ade\u4e89\u683c\u5c40<\/strong>\uff1a\u6668\u661fDave Sekera\u6307\u51fa\uff0c\u5e02\u573a\u4e9f\u9700\u4e86\u89e3\u82f1\u4f1f\u8fbe\u5728AI GPU\u5e02\u573a\u662f\u5426\u611f\u53d7\u5230\u4e86\u6765\u81ea\u7ade\u4e89\u5bf9\u624b\u7684\u771f\u5207\u5a01\u80c1\u3002<\/li>\n<li><strong>\u82af\u7247\u6298\u65e7\u5468\u671f<\/strong>\uff1a\u9ec4\u4ec1\u52cb\u5bf9\u82af\u7247\u6298\u65e7\u5e74\u9650\u7684\u770b\u6cd5\uff0c\u5c06\u76f4\u63a5\u5f71\u54cd\u5e02\u573a\u5bf9\u4e91\u8ba1\u7b97\u5de8\u5934\u8d44\u672c\u5f00\u652f\u53ef\u6301\u7eed\u6027\u7684\u5224\u65ad\uff0c\u8fdb\u800c\u5f15\u53d1\u677f\u5757\u8fde\u9501\u53cd\u5e94\u3002<\/li>\n<\/ul>\n<p>\u5f53\u524d\uff0c\u82f1\u4f1f\u8fbe\u7684\u53d9\u4e8b\u5df2\u4e0d\u518d\u5c40\u9650\u4e8e\u5355\u4e00\u8d22\u5b63\u3002\u8be5\u516c\u53f8\u572810\u6708\u66fe\u900f\u9732\uff0cBlackwell\u548cRubin AI\u5e73\u53f0\u81f32026\u5e74\u7684\u6536\u5165\u53ef\u89c1\u5ea6\u5df2\u8d85\u8fc75000\u4ebf\u7f8e\u5143\u3002\u5982\u4eca\uff0c\u4e00\u4e9b\u5206\u6790\u5e08\u7684\u76ee\u5149\u5df2\u6295\u5411\u66f4\u8fdc\u76842027\u5e74\u3002<\/p>\n<h2>\u5c3e\u58f0\uff1a\u4e00\u573a\u5173\u4e4e\u4fe1\u5fc3\u7684\u535a\u5f08<\/h2>\n<p>\u6700\u7ec8\uff0c\u8fd9\u4efd\u8d22\u62a5\u662f\u4e00\u573a\u5173\u4e4e\u4fe1\u5fc3\u7684\u535a\u5f08\u3002\u6b63\u5982James Demmert\u6240\u8a00\uff0c\u5c3d\u7ba1\u4f30\u503c\u9ad8\u4f01\uff0c\u4f46AI\u6ce1\u6cab\u4ecd\u5728\u5065\u5eb7\u81a8\u80c0\uff0c\u5e76\u65e0\u5373\u523b\u7834\u88c2\u8ff9\u8c61\u3002\u5728\u7f8e\u8054\u50a8\u653f\u7b56\u8def\u5f84\u5c1a\u4e0d\u660e\u6717\u4e4b\u9645\uff0c\u82f1\u4f1f\u8fbe\u80fd\u5426\u7528\u5b9e\u5b9e\u5728\u5728\u7684\u4e1a\u7ee9\u548c\u65e0\u53ef\u8fa9\u9a73\u7684\u8fdc\u666f\uff0c\u9a71\u6563\u7b3c\u7f69\u5728\u79d1\u6280\u80a1\u4e0a\u7a7a\u7684\u7591\u4e91\uff0c\u4e3a\u5168\u5e74\u6700\u91cd\u8981\u7684\u6536\u5b98\u4e4b\u6218\u5960\u5b9a\u57fa\u8c03\uff1f\u7b54\u6848\u5373\u5c06\u63ed\u6653\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5f53\u5e02\u573a\u8fd8\u5728\u6d88\u5316\u79d1\u6280\u80a1\u60e8\u906d\u964d\u7ea7\u7684\u5229\u7a7a\u65f6\uff0c\u6240\u6709\u4eba\u7684\u76ee\u5149\u90fd\u5df2\u6295\u5411\u5373\u5c06\u5728\u5468\u4e09\u76d8\u540e\u516c\u5e03\u7684\u82f1\u4f1f\u8fbe\uff08NVDA\uff09\u8d22\u62a5\u3002\u8fd9\u4e00\u6b21\uff0c [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":592523,"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":[2408,2173,2161,2137],"class_list":["post-604596","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-2161","tag-2137","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\/604596","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=604596"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/604596\/revisions"}],"predecessor-version":[{"id":604599,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/604596\/revisions\/604599"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/592523"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=604596"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=604596"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=604596"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}