{"id":605029,"date":"2025-11-20T05:49:17","date_gmt":"2025-11-20T13:49:17","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/11\/ibm-csco-nvda-avgo-tsla-ai\/"},"modified":"2025-11-20T05:49:17","modified_gmt":"2025-11-20T13:49:17","slug":"ibm-csco-nvda-avgo-tsla-ai","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/11\/ibm-csco-nvda-avgo-tsla-ai\/","title":{"rendered":"IBM\u3001CSCO\u3001NVDA\u3001AVGO\u3001TSLA \u63a8\u52a8 AI-\u7f51\u7edc\u677f\u5757"},"content":{"rendered":"

\u79d1\u6280\u677f\u5757\u9192\u6765\u4e86\u3002IBM \u548c Cisco \u521a\u521a\u629b\u51fa\u4e00\u9879\u5177\u6709\u91cc\u7a0b\u7891\u610f\u4e49\u7684\u5408\u4f5c\uff0c\u76ee\u6807\u662f\u6253\u9020\u91cf\u5b50\u8ba1\u7b97\u4e92\u8054\u7f51\uff0c\u800c Nvidia \u548c Broadcom \u5219\u7ee7\u7eed\u7ef4\u6301 AI \u57fa\u7840\u8bbe\u65bd\u7684\u53d9\u4e8b\u8282\u594f\u3002\u98ce\u9669\u504f\u597d\u56de\u5347\u63a8\u9ad8\u4e86\u6700\u5927\u6743\u91cd\u7684\u4e2a\u80a1\uff0c\u6ca1\u9519\uff0cTesla \u4e5f\u88ab\u8ffd\u6367\u2014\u2014\u5e02\u573a\u4ecd\u628a\u5b83\u5f53\u6210\u5e26\u5de5\u5382\u7684\u79d1\u6280 ETF \u6765\u770b\u5f85\u3002<\/p>\n

\u9876\u7ea7 AI \u4e0e\u7f51\u7edc\u677f\u5757\u52a8\u5411<\/h3>\n

1) Nvidia NVDA<\/h3>\n

\u5728 Broadcom \u63a8\u51fa 102.4 Tbps \u4ee5\u592a\u7f51\u4ea4\u6362\u673a\u4e4b\u540e\uff0cNvidia \u6210\u4e3a\u5f53\u65e5\u7684\u5f15\u529b\u4e2d\u5fc3\uff0c\u8fd9\u4e00\u5173\u952e\u5347\u7ea7\u9002\u7528\u4e8e AI \u6570\u636e\u4e2d\u5fc3\uff0c\u5176\u6269\u5c55\u901f\u5ea6\u6bd4 TikTok \u7684\u4f20\u95fb\u8fd8\u5feb\u3002\u968f\u7740\u4ea4\u6613\u8005\u62bc\u6ce8\u4efb\u4f55\u80fd\u8ba9 GPU \u96c6\u7fa4\u66f4\u5feb\u3001\u66f4\u6241\u5e73\u3001\u4e14\u4e0d\u518d\u53d7\u5e26\u5bbd\u9650\u5236\u7684\u8fdb\u5c55\uff0c\u80a1\u4ef7\u5728\u6536\u76d8\u524d\u6bb5\u4e0a\u6da8 2.72%\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u5de8\u578b\u5e02\u503c\u3001\u6301\u7eed\u6d41\u52a8\u6027\u3001\u70b9\u5dee\u7d27\u7f29\uff0c\u4e14\u5f97\u76ca\u4e8e H100 \u4e0e\u4e0b\u4e00\u4ee3 AI \u7845\u7247\u8fdb\u5165 AWS\u3001Azure \u4e0e Google Cloud\uff0c\u6570\u636e\u4e2d\u5fc3\u76f8\u5173\u8425\u6536\u5360\u6bd4\u8d85\u8fc7 70%\u3002\u8d44\u91d1\u6d41\u504f\u673a\u6784\u5316\uff0c\u53d9\u4e8b\u5177\u53ef\u6301\u7eed\u6027\uff0c\u4e70\u65b9\u7fa4\u4f53\u51e0\u4e4e\u6db5\u76d6\u6240\u6709\u8fd8\u80fd\u62fc\u51fa AI \u7684\u76c8\u5229\u8005\u3002\u5173\u952e\u7ed3\u8bba\uff1a\u5b83\u4ecd\u662f AI \u7684\u6536\u8d39\u8005\u3002\u7f51\u7edc\u7ed3\u6784\u7684\u6bcf\u4e00\u6b21\u6539\u8fdb\u90fd\u4f1a\u8ba9 Nvidia \u7684\u52a0\u901f\u5668\u66f4\u6709\u7528\uff0c\u800c\u4e0d\u662f\u66f4\u6ca1\u7528\u3002\u9022\u4f4e\u4e70\u5165\uff0c\u5173\u6ce8\u4f9b\u7ed9\u4e0e\u5b9a\u4ef7\uff0c\u5e76\u628a\u4e92\u8054\u74f6\u9888\u89c6\u4e3a\u552f\u4e00\u53ef\u4fe1\u7684\u9006\u98ce\u3002<\/p>\n

2) IBM IBM<\/h3>\n

\u5f97\u76ca\u4e8e\u4e0e Cisco \u7b7e\u7f72\u7684\u957f\u671f\u8054\u76df\uff0cIBM \u7a81\u7136\u53c8\u53d8\u5f97\u9177\u8d77\u6765\uff0c\u76ee\u6807\u662f\u5728 2030 \u5e74\u4ee3\u521d\u6784\u5efa\u8fde\u63a5\u7684\u3001\u6545\u969c\u53ef\u6269\u5c55\u7684\u91cf\u5b50\u7f51\u7edc\u3002\u793c\u8c8c\u7684\u8bf4\u6cd5\u662f\u76ee\u6807\u662f\u201c\u6545\u969c\u89c4\u6a21\u7684\u91cf\u5b50\u7f51\u7edc\u201d\uff0c\u5b9e\u5219\u610f\u5473\u7740\u7269\u7406\u5b66\u96be\u9898\u4e25\u5cfb\u3001\u8d44\u91d1\u5145\u8db3\u3001\u653f\u5e9c\u8865\u52a9\u5bf9\u8fd9\u79cd\u96c4\u5fc3\u9752\u7750\u6709\u52a0\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u4f4e\u8d1d\u5854\u7684\u4f20\u7edf\u79d1\u6280\u516c\u53f8\uff0c\u73b0\u91d1\u6d41\u7a33\u5065\u5e76\u6d3e\u53d1\u80a1\u606f\uff0c\u5e38\u88ab\u52a8\u91cf\u57fa\u91d1\u5ffd\u89c6\uff0c\u76f4\u5230\u51fa\u73b0\u91cd\u5927\u7814\u53d1\u65b0\u95fb\u3002\u5e02\u573a\u5bf9\u8fd9\u4e00\u6d88\u606f\u7684\u5173\u6ce8\u8d85\u8fc7\u4e86\u76d8\u9762\u672c\u8eab\u5bf9\u8be5\u80a1\u7684\u63a8\u52a8\u2014\u2014\u5f53\u4f60\u5728\u51fa\u552e\u4e00\u4e2a\u5341\u5e74\u8def\u7ebf\u56fe\u65f6\uff0c\u8fd9\u5e76\u65e0\u4e0d\u59a5\u3002\u5173\u952e\u7ed3\u8bba\uff1a\u628a\u5b83\u5f53\u4f5c\u5bf9\u91cf\u5b50\u7684\u957f\u671f\u6ce2\u52a8\u6027\u770b\u6da8\u671f\u6743\u3002\u50ac\u5316\u5242\u5c06\u6765\u81ea\u91cc\u7a0b\u7891\u4e8b\u4ef6\uff0c\u800c\u4e0d\u662f\u5b63\u5ea6\u4e1a\u7ee9\uff1a\u5bb9\u9519\u91cf\u5b50\u6bd4\u7279\u3001\u6807\u51c6\u5316\u7684\u91cf\u5b50\u4e92\u8054\u3001\u4ee5\u53ca\u4e0e\u653f\u5e9c\u6216\u7535\u4fe1\u8fd0\u8425\u5546\u5408\u4f5c\u7684\u8bd5\u70b9\u7f51\u7edc\u3002\u82e5 IBM \u80fd\u4ece\u6258\u7ba1\u91cf\u5b50\u670d\u52a1\u4e2d\u83b7\u5f97\u7ecf\u5e38\u6027\u6536\u5165\uff0c\u5176\u4f30\u503c\u5c06\u4ece\u4ef7\u503c\u578b\u6269\u5c55\u5230\u63a5\u8fd1\u589e\u957f\u578b\u3002<\/p>\n

3) Cisco Systems CSCO<\/h3>\n

Cisco \u662f\u91cf\u5b50\u63e1\u624b\u7684\u53e6\u4e00\u534a\uff0c\u4f9d\u9760\u5176\u8def\u7531\u3001\u5149\u5b66\u4e0e\u5b89\u5168\u5806\u6808\u786e\u4fdd\u660e\u65e5\u7684\u91cf\u5b50\u6bd4\u7279\u5728\u4f20\u8f93\u4e2d\u4e0d\u4f1a\u201c\u6b7b\u6389\u201d\u3002\u5176\u91ce\u5fc3\u4e0d\u662f\u5356\u4f60\u91cf\u5b50\u7b14\u8bb0\u672c\uff0c\u800c\u662f\u63a7\u5236\u8ba9\u91cf\u5b50\u8282\u70b9\u8de8\u533a\u57df\u901a\u4fe1\u7684\u9aa8\u5e72\u7f51\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u5de8\u578b\u5e02\u503c\u7f51\u7edc\u5382\u5546\uff0c\u5177\u6709\u9632\u5fa1\u6027\u6838\u5fc3\u3001\u56de\u8d2d\u4e60\u60ef\uff0c\u5e76\u6b63\u8fdb\u884c\u5411\u8ba2\u9605\u6a21\u5f0f\u7684\u8f6c\u578b\uff0c\u534e\u5c14\u8857\u5bf9\u6b64\u5bc6\u5207\u5173\u6ce8\u3002\u9664\u975e\u51fa\u73b0\u8ba2\u5355\u79ef\u538b\u7684\u60ca\u559c\u6216\u4ea7\u54c1\u5468\u671f\u62d0\u70b9\uff0c\u5426\u5219 CSCO \u5f88\u5c11\u5927\u5e45\u62c9\u5347\uff1b\u4eca\u5929\u66f4\u591a\u662f\u65b0\u95fb\u70ed\u5ea6\u800c\u975e\u76d8\u9762\u70ed\u5ea6\uff0c\u4f46\u8fd9\u4ecd\u63a8\u52a8\u8fd1\u671f\u671f\u6743\u6d41\u52a8\u3002\u5173\u952e\u7ed3\u8bba\uff1a\u77ed\u671f\u5185\uff0c\u5b83\u4ecd\u662f\u4f01\u4e1a\u7f51\u7edc\u4e0e\u5b89\u5168\u7684\u6162\u70ed\u578b\u6545\u4e8b\uff0c\u5229\u6da6\u7387\u7a33\u6b65\u589e\u957f\u3002\u957f\u671f\u6765\u770b\uff0cCisco \u6b63\u5728\u7ade\u9010\u4ee5\u5382\u5546\u4f2a\u88c5\u7684\u65b9\u5f0f\u6210\u4e3a\u91cf\u5b50\u7f51\u7edc\u7684\u6807\u51c6\u5236\u5b9a\u8005\u3002\u5982\u679c\u6210\u529f\uff0c\u7ed3\u679c\u662f\u901a\u884c\u8d39\u4e0e\u9501\u5b9a\u6548\u5e94\uff0c\u800c\u975e\u5c0f\u73a9\u610f\u513f\u7684\u7092\u4f5c\u3002<\/p>\n

4) Broadcom AVGO<\/h3>\n

Broadcom \u901a\u8fc7\u5176 102.4 Tbps \u4ee5\u592a\u7f51\u4ea4\u6362\u673a\u63ed\u793a\u70b9\u71c3\u4e86\u7f51\u7edc\u7aef\u7684\u5f15\u7ebf\uff0c\u8fd9\u6b3e\u7845\u7247\u4e3a\u5df2\u65e0\u6cd5\u88c5\u8fdb\u5355\u4e2a\u6570\u636e\u5385\u7684 AI \u96c6\u7fa4\u800c\u751f\u3002\u5b83\u662f\u8d85\u7ea7\u4e91\u5382\u5546\u5c06\u6210\u5343\u4e0a\u4e07 GPU \u63a5\u7ebf\u7684\u8fde\u63a5\u7ec4\u7ec7\uff1b\u7f51\u7edc\u505a\u9519\u4e86\uff0c\u4f60\u7684\u8bad\u7ec3\u4efb\u52a1\u5c31\u4f1a\u50cf\u62e8\u53f7\u4e0a\u7f51\u4e00\u6837\u6162\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u9ad8\u8282\u594f\u7684\u5de8\u578b\u5e02\u503c\u516c\u53f8\uff0c\u65e2\u662f\u534a\u5bfc\u4f53\u5382\u5546\u4e5f\u662f\u57fa\u7840\u8bbe\u65bd\u8f6f\u4ef6\u63d0\u4f9b\u8005\uff0c\u6df1\u5ea6\u66b4\u9732\u4e8e\u8d85\u5927\u89c4\u6a21\u4e91\u5382\u5546\uff0c\u4ef7\u683c\u70b9\u4e0d\u4f1a\u5413\u8dd1\u914d\u7f6e\u8005\u3002\u8be5\u80a1\u65e0\u9700\u5927\u52a8\u4f5c\u4e5f\u80fd\u6301\u7eed\u5438\u5f15\u6ce8\u610f\u529b\uff1b\u5b83\u9700\u8981\u63d0\u9192\u5e02\u573a\u81ea\u5df1\u638c\u63e1 AI \u7f51\u7edc\u4e2d\u7684\u5173\u952e\u74f6\u9888\uff0c\u800c\u5b83\u505a\u5230\u4e86\u3002\u5173\u952e\u7ed3\u8bba\uff1a\u968f\u7740 AI \u8bad\u7ec3\u96c6\u53d8\u5f97\u66f4\u5e9e\u5927\u3001\u6a21\u578b\u6108\u53d1\u590d\u6742\uff0c\u5e26\u5bbd\u4e0e\u5ef6\u8fdf\u4e3a\u738b\u3002Broadcom \u88ab\u5b9a\u4f4d\u4e3a\u4ea4\u6362\u573a\u7684\u7ba1\u7406\u8005\uff0c\u8fd9\u610f\u5473\u7740\u53ea\u8981\u4e09\u5927\u4e91\u7684\u8d44\u672c\u652f\u51fa\u6301\u7eed\uff0c\u51fa\u8d27\u91cf\u4e0e\u5e73\u5747\u9500\u552e\u4ef7\u683c\u5c31\u6709\u987a\u98ce\u3002\u98ce\u9669\u5728\u4e8e\u4f9b\u5e94\u5546\u6574\u5408\u538b\u529b\uff1b\u56de\u62a5\u5219\u662f\u638c\u63a7\u9aa8\u5e72\u7f51\u3002<\/p>\n

5) Tesla TSLA<\/h3>\n

Tesla \u4e0a\u6da8 2.44%\uff0c\u56e0\u4e3a\u5f53\u5e02\u573a\u60f3\u8981\u79d1\u6280\u8d1d\u5854\u65f6\uff0c\u4ecd\u4f1a\u79df\u501f Tesla\u3002\u6b64\u6b21\u4e0a\u6da8\u5e76\u975e\u56e0\u5355\u4e00\u50ac\u5316\u6027\u6d88\u606f\uff0c\u800c\u662f\u4e0e\u98ce\u9669\u504f\u597d\u56de\u5347\u4e0e\u56f4\u7ed5\u81ea\u52a8\u9a7e\u9a76\u7684 AI \u76f8\u5173\u53d9\u4e8b\u540c\u6b65\uff0c\u8be5\u53d9\u4e8b\u4ece\u672a\u5f7b\u5e95\u6d88\u4ea1\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u8d85\u9ad8\u6d41\u52a8\u6027\u3001\u671f\u6743\u9a71\u52a8\uff0c\u54ea\u6015\u6253\u4e2a\u55b7\u568f\u4e5f\u53ef\u80fd\u79fb\u52a8\u4e24\u4e2a\u767e\u5206\u70b9\u3002\u8be5\u80a1\u7968\u66f4\u50cf\u4e00\u4e2a\u5b8f\u89c2\u5de5\u5177\uff0c\u800c\u4e0d\u4ec5\u4ec5\u662f\u6c7d\u8f66\u5236\u9020\u5546\uff0c\u8fd9\u4f7f\u5176\u6210\u4e3a\u5f53\u65e5\u98ce\u9669\u504f\u597d\u7684\u53ef\u9760\u8bfb\u6570\u3002\u5173\u952e\u7ed3\u8bba\uff1a\u628a Tesla \u5f53\u4f5c\u79d1\u6280\u677f\u5757\u98ce\u9669\u655e\u53e3\u7684\u66ff\u4ee3\u6307\u6807\u3002AI \u89d2\u5ea6\u6709\u52a9\u4e8e\u6545\u4e8b\u8bb2\u8ff0\uff0c\u4f46\u6267\u884c\u529b\u4ecd\u53d6\u51b3\u4e8e\u4ea4\u4ed8\u91cf\u3001\u5229\u6da6\u7387\u4ee5\u53ca\u81ea\u52a8\u9a7e\u9a76\u4f55\u65f6\u4ece\u6210\u672c\u4e2d\u5fc3\u8f6c\u4e3a\u4ea7\u54c1\u3002\u82e5\u5e02\u573a\u8ffd\u9010 AI \u4e0e\u4e91\uff0cTesla \u4f1a\u5e76\u9a7e\u9f50\u9a71\uff1b\u5f53\u5229\u7387\u6216\u76d1\u7ba1\u51b2\u51fb\u5230\u6765\u65f6\uff0c\u5b83\u5f80\u5f80\u6700\u5148\u88ab\u649e\u51fa\u6321\u98ce\u73bb\u7483\u3002<\/p>\n

\u6295\u8d44\u8005\u89c6\u89d2<\/h3>\n

AI \u4e0e\u7f51\u7edc\u4ecd\u662f\u5e02\u573a\u6700\u54cd\u4eae\u7684\u8d5a\u94b1\u673a\u5668\u3002Nvidia \u4e0e Broadcom \u5750\u5728\u6536\u94f6\u53f0\u4e0a\uff0c\u968f\u7740\u4e91\u7aef\u8d44\u672c\u5f00\u652f\u8ffd\u9010\u6bcf\u74e6\u4e0e\u6bcf\u7f8e\u5143\u7684\u6027\u80fd\uff0c\u4ed6\u4eec\u5728\u6536\u53d6\u901a\u884c\u8d39\u3002IBM \u4e0e Cisco \u5219\u8bd5\u56fe\u63d0\u524d\u552e\u5356\u4e92\u8054\u7f51\u7684\u4e0b\u4e00\u4e2a\u7ae0\u8282\uff0c\u5728\u90a3\u91cc\u91cf\u5b50\u8282\u70b9\u901a\u8fc7\u5b89\u5168\u9aa8\u5e72\u7f51\u901a\u52e4\u3002\u8be5\u56de\u62a5\u5728\u591a\u5e74\u4e4b\u540e\u624d\u4f1a\u5151\u73b0\uff0c\u4f46\u5982\u679c\u4f60\u76f8\u4fe1\u6807\u51c6\u4f1a\u7531\u90a3\u4e9b\u7387\u5148\u5e26\u6765\u5e03\u7ebf\u4e0e\u8d44\u91d1\u7684\u516c\u53f8\u6765\u5236\u5b9a\uff0c\u90a3\u4e48\u8fd9\u79cd\u671f\u6743\u6027\u4ee3\u4ef7\u4fbf\u5f88\u4fbf\u5b9c\u3002\u4e0e\u6b64\u540c\u65f6\uff0cTesla \u4ecd\u662f\u5e02\u573a\u559c\u6b22\u7684\u9ad8\u8d1d\u5854\u5f00\u5173\uff0c\u544a\u8bc9\u4f60\u6295\u8d44\u8005\u4f55\u65f6\u60f3\u8981\u655e\u53e3\u3001\u4f55\u65f6\u60f3\u64a4\u79bb\u3002\u5982\u679c\u4f60\u5728\u914d\u7f6e\u8d44\u4ea7\uff0c\u628a\u6838\u5fc3\u653e\u5728\u5de5\u5177\u4e0e\u57fa\u7840\u8bbe\u65bd\u4e0a\uff0c\u505a\u4ea4\u6613\u4ee5\u628a\u63e1\u8d1d\u5854\uff0c\u8ba9\u90a3\u4e9b\u767b\u6708\u8ba1\u5212\u901a\u8fc7\u771f\u5b9e\u91cc\u7a0b\u7891\u6765\u8d5a\u53d6\u9884\u7b97\uff0c\u800c\u4e0d\u662f\u4ec5\u9760\u201c\u9177\u201d\u7684\u79d1\u5b66\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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