{"id":605522,"date":"2025-11-23T17:34:10","date_gmt":"2025-11-24T01:34:10","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/11\/wall-street-bets-on-ai-amd-and-meta-positioned-for-2026-growth\/"},"modified":"2025-11-23T17:34:34","modified_gmt":"2025-11-24T01:34:34","slug":"%e5%b8%83%e5%b1%802026%e5%b9%b4%ef%bc%9a%e5%8d%8e%e5%b0%94%e8%a1%97%e5%8a%9b%e8%8d%90%e4%b8%a4%e5%8f%aaai%e6%a6%82%e5%bf%b5%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/11\/%e5%b8%83%e5%b1%802026%e5%b9%b4%ef%bc%9a%e5%8d%8e%e5%b0%94%e8%a1%97%e5%8a%9b%e8%8d%90%e4%b8%a4%e5%8f%aaai%e6%a6%82%e5%bf%b5%e8%82%a1\/","title":{"rendered":"\u5e03\u5c402026\u5e74\uff1a\u534e\u5c14\u8857\u529b\u8350\u4e24\u53eaAI\u6982\u5ff5\u80a1"},"content":{"rendered":"

\u8fd1\u671f\uff0c\u79d1\u6280\u80a1\u4ea4\u6613\u6ce2\u52a8\u52a0\u5267\uff0c\u4f46\u884c\u4e1a\u9f99\u5934\u516c\u53f8\u7684\u957f\u671f\u524d\u666f\u4f9d\u7136\u88ab\u770b\u597d\uff0c\u4e3a\u6295\u8d44\u8005\u63d0\u4f9b\u4e86\u53ef\u89c2\u7684\u56de\u62a5\u6f5c\u529b\u3002\u8fc7\u53bb\u4e94\u5e74\uff0c\u4ee5\u79d1\u6280\u80a1\u4e3a\u4e3b\u7684\u7eb3\u65af\u8fbe\u514b\u7efc\u5408\u6307\u6570\u7d2f\u8ba1\u4e0a\u6da890%\uff0c\u8868\u73b0\u663e\u8457\u4f18\u4e8e\u6807\u666e500\u6307\u6570\u548c\u9053\u743c\u65af\u5de5\u4e1a\u5e73\u5747\u6307\u6570\u3002\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u6280\u672f\u662f\u63a8\u52a8\u5927\u578b\u79d1\u6280\u516c\u53f8\u589e\u957f\u7684\u5173\u952e\u50ac\u5316\u5242\uff0c\u4e14\u8fd9\u4e00\u8d8b\u52bf\u65b9\u5174\u672a\u827e\u3002<\/p>\n

\u4ee5\u4e0b\u662f\u4e24\u53ea\u503c\u5f97\u5173\u6ce8\u7684AI\u6982\u5ff5\u80a1\uff0c\u6709\u671b\u4ece\u8fd9\u573a\u6280\u672f\u9769\u547d\u4e2d\u6301\u7eed\u53d7\u76ca\u3002<\/p>\n

1. Advanced Micro Devices (AMD)<\/strong><\/a><\/h2>\n

\u5728AI\u8fc8\u5411\u8d85\u8d8a\u4eba\u7c7b\u667a\u80fd\u7684\u8fdb\u7a0b\u4e2d\uff0c\u9886\u5148\u7684\u79d1\u6280\u516c\u53f8\u5c06\u6301\u7eed\u6295\u5165\u5148\u8fdb\u8ba1\u7b97\u786c\u4ef6\u3002AMD\u6b63\u662f\u8fd9\u4e00\u9886\u57df\u7684\u6838\u5fc3\u53c2\u4e0e\u8005\u3002\u5c3d\u7ba1\u524d\u51e0\u5e74\u589e\u957f\u4e00\u5ea6\u653e\u7f13\uff0c\u4f46\u516c\u53f8\u5728AI\u82af\u7247\u5e02\u573a\u7684\u8ffd\u8d76\u6218\u7565\u5df2\u521d\u89c1\u6210\u6548\u3002<\/p>\n

\u7b2c\u4e09\u5b63\u5ea6\u8d22\u62a5\u663e\u793a\uff0cAMD\u8425\u6536\u540c\u6bd4\u589e\u957f36%\uff0c\u8fbe92\u4ebf\u7f8e\u5143\uff1b\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f30%\uff0c\u81ea\u7531\u73b0\u91d1\u6d41\u521b\u4e0b\u7eaa\u5f55\uff0c\u8868\u660e\u53d1\u751f\u4e1a\u52a1\u6b63\u5b9e\u73b0\u89c4\u6a21\u5316\u76c8\u5229\u589e\u957f\u3002\u8fd9\u4e00\u52a0\u901f\u589e\u957f\u5f97\u76ca\u4e8e\u8be5\u516c\u53f8\u82af\u7247\u5728\u6027\u4ef7\u6bd4\u4e0a\u7684\u4f18\u52bf\uff1a\u7b2c\u4e94\u4ee3Epyc\u670d\u52a1\u5668CPU\u6b63\u4e0d\u65ad\u4ece\u82f1\u7279\u5c14\u624b\u4e2d\u593a\u53d6\u5e02\u573a\u4efd\u989d\uff0c\u800cMI300\u7cfb\u5217GPU\u5219\u56e0\u5728AI\u63a8\u7406\u4efb\u52a1\u4e2d\u7684\u9ad8\u6548\u8868\u73b0\u53d7\u5230\u5e02\u573a\u9752\u7750\u3002<\/p>\n

\u5c55\u671b\u672a\u6765\uff0c\u9884\u8ba1\u4e8e\u660e\u5e74\u63a8\u51fa\u7684MI450 GPU\u6709\u671b\u63a8\u52a8\u8425\u6536\u521b\u65b0\u9ad8\u3002OpenAI\u8ba1\u5212\u57282026\u5e74\u4e0b\u534a\u5e74\u5927\u89c4\u6a21\u91c7\u8d2dMI450\u96c6\u7fa4\uff0c\u8fd9\u4e00\u957f\u671f\u534f\u8bae\u5c06\u4f7fAMD\u6210\u4e3a\u8fd9\u5bb6ChatGPT\u6bcd\u516c\u53f8\u7684\u91cd\u8981\u6218\u7565\u4f19\u4f34\u3002\u5206\u6790\u5e08\u9884\u6d4b\uff0c\u52302029\u5e74\uff0cAMD\u5e74\u5316\u81ea\u7531\u73b0\u91d1\u6d41\u589e\u901f\u5c06\u8fbe66%\uff0c\u56e0\u6b64\u80a1\u4ef7\u8fd1\u671f\u521b\u65b0\u9ad8\u540e\u4ecd\u6709\u4e0a\u884c\u7a7a\u95f4\u3002<\/p>\n

2. Meta Platforms (META)<\/a><\/h2>\n

Meta Platforms\u6bcf\u65e5\u670d\u52a1\u8d85\u8fc735\u4ebf\u7528\u6237\uff0c\u4ec5Instagram\u7684\u65e5\u6d3b\u7528\u6237\u5c31\u5df2\u7a81\u783430\u4ebf\u3002\u901a\u8fc7\u6df1\u5ea6\u6574\u5408AI\u6280\u672f\uff0cMeta\u6b63\u4e0d\u65ad\u63d0\u5347\u670d\u52a1\u7684\u76c8\u5229\u80fd\u529b\u548c\u7528\u6237\u7c98\u6027\u3002\u516c\u53f8\u51ed\u501f\u96c4\u539a\u8d44\u6e90\u6269\u5c55\u6570\u636e\u4e2d\u5fc3\u89c4\u6a21\uff0c\u56f4\u7ed5\u6280\u672f\u57fa\u7840\u8bbe\u65bd\u6784\u5efa\u8d77\u5f3a\u5927\u7684\u7ade\u4e89\u4f18\u52bf\u3002<\/p>\n

\u7b2c\u4e09\u5b63\u5ea6\uff0cMeta\u8425\u6536\u540c\u6bd4\u589e\u957f26%\uff0c\u5e7f\u544a\u4e1a\u52a1\u8fc7\u53bb12\u4e2a\u6708\u7684\u8fd0\u8425\u5229\u6da6\u7387\u8fbe43%\uff0c\u5e76\u8d21\u732e\u4e86440\u4ebf\u7f8e\u5143\u7684\u81ea\u7531\u73b0\u91d1\u6d41\u3002AI\u9a71\u52a8\u7684\u5e7f\u544a\u5de5\u5177\u5e74\u6536\u5165\u5df2\u8d85\u8fc7600\u4ebf\u7f8e\u5143\uff0c\u7ea6\u5360\u516c\u53f8\u603b\u8425\u6536\u7684\u4e09\u5206\u4e4b\u4e00\u3002\u5c3d\u7ba1\u8d22\u62a5\u540e\u80a1\u4ef7\u56de\u8c0320%\uff0c\u4e3b\u56e0\u662f\u672a\u6765\u4e00\u5e74\u7684\u8d44\u672c\u652f\u51fa\u52a0\u901f\u8ba1\u5212\u53ef\u80fd\u77ed\u671f\u6324\u538b\u5229\u6da6\u7a7a\u95f4\uff0c\u4f46\u8fd9\u4e9b\u6295\u5165\u5c06\u663e\u8457\u589e\u5f3aAI\u80fd\u529b\uff0c\u4e3a\u672a\u6765\u76c8\u5229\u589e\u957f\u5f00\u8f9f\u65b0\u8def\u5f84\u3002<\/p>\n

\u5f53\u524dMeta\u80a1\u7968\u7684\u52a8\u6001\u5e02\u76c8\u7387\uff082026\u5e74\u9884\u671f\u6536\u76ca\uff09\u4ec520\u500d\uff0c\u5bf9\u4e8e\u4e00\u5bb6\u79d1\u6280\u5de8\u5934\u800c\u8a00\uff0c\u8fd9\u4e00\u4f30\u503c\u5177\u5907\u5438\u5f15\u529b\u3002<\/p>\n

\u603b\u7ed3<\/h2>\n

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