{"id":618774,"date":"2026-02-04T02:16:09","date_gmt":"2026-02-04T10:16:09","guid":{"rendered":"https:\/\/nai500.com\/?p=618774"},"modified":"2026-02-04T02:16:09","modified_gmt":"2026-02-04T10:16:09","slug":"10-29","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/02\/10-29\/","title":{"rendered":"10\u53ea\u5728\u7279\u65af\u62c9\u4e0a\u6d77\u8d85\u9884\u671f\u540e\u503c\u5f97\u5173\u6ce8\u7684\u4e2d\u56fd\u80a1\u7968"},"content":{"rendered":"

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\u89c4\u6a21\u4e0e\u7eb5\u5411\u4e00\u4f53\u5316\u4ecd\u662f\u62a4\u57ce\u6cb3<\/h3>\n

\u5355\u4e2a\u54c1\u724c\u7684\u77ed\u671f\u9500\u91cf\u6ce2\u52a8\u5e76\u4e0d\u80fd\u6539\u53d8\u884c\u4e1a\u7684\u7ed3\u6784\u6027\u7b97\u672f\u3002\u4e2d\u56fd\u4ece\u6b63\u6781\u5230\u9006\u53d8\u5668\u7684\u7eb5\u5411\u4e00\u4f53\u5316\u4ea7\u751f\u4e86\u6301\u7eed\u7684\u5355\u4f4d\u6210\u672c\u4f18\u52bf\uff0c\u7ade\u4e89\u5bf9\u624b\u96be\u4ee5\u5339\u914d\u3002\u6bd4\u4e9a\u8fea1\u6708\u7684\u5c0f\u5e45\u56de\u843d\u53d1\u751f\u5728\u5176\u5927\u7ea6\u5356\u51fa\u7ea6300\u4e07\u8f86\u65b0\u80fd\u6e90\u8f66\u5e76\u5de9\u56fa\u5176\u4f5c\u4e3a\u5168\u7403\u6700\u5927NEV\u5382\u5546\u5730\u4f4d\u7684\u4e00\u5e74\u4e4b\u540e\u3002\u90a3\u79cd\u89c4\u6a21\u80fd\u524a\u5f31\u4fc3\u9500\u5468\u671f\u7684\u51b2\u51fb\u5e76\u4fdd\u6301\u7814\u53d1\u8282\u594f\u3002\u540c\u65f6\uff0c\u56f4\u7ed5\u957f\u4e09\u89d2\u548c\u73e0\u4e09\u89d2\u96c6\u805a\u7684\u7535\u6c60\u4e0e\u529f\u7387\u7535\u5b50\u5382\u5546\u6301\u7eed\u964d\u4f4e\u6bcf\u5343\u74e6\u65f6\u6210\u672c\uff0c\u8fd9\u53cd\u9988\u56de\u5b9a\u4ef7\u3001\u51fa\u53e3\u7ade\u4e89\u529b\u4ee5\u53ca\u66f4\u5feb\u5730\u5c06\u6280\u672f\u6269\u6563\u5230\u65b0\u5174\u5e02\u573a\u3002\u751f\u6001\u7cfb\u7edf\u83b7\u80dc\uff0c\u56e0\u4e3a\u4ef7\u503c\u94fe\u4e2d\u7684\u6bcf\u4e00\u73af\u90fd\u5728\u5168\u7403\u4f53\u91cf\u4e0b\u5b66\u4e60\u5e76\u8fed\u4ee3\u3002<\/p>\n

\u51fa\u53e3\u4e0e\u65b0\u5174\u5e02\u573a\u662f\u589e\u957f\u7684\u91ca\u653e\u9600<\/h3>\n

\u4e2d\u56fd\u7684\u7535\u52a8\u8f66\u548c\u79d1\u6280\u5236\u9020\u5546\u6b63\u503e\u5411\u4e8e\u901a\u8fc7\u51fa\u53e3\u6e20\u9053\u6765\u5e73\u6ed1\u56fd\u5185\u5b63\u8282\u6027\u5e76\u5ef6\u5c55\u54c1\u724c\u3002\u5957\u8def\u5f88\u6e05\u695a\uff1a\u5728\u4e2d\u56fd\u4ee5\u89c4\u6a21\u5316\u751f\u4ea7\uff0c\u5411\u6b27\u6d32\u3001\u4e1c\u5357\u4e9a\u3001\u6d77\u6e7e\u548c\u62c9\u7f8e\u51fa\u53e3\u6574\u8f66\u4e0e\u5957\u4ef6\uff0c\u5e76\u5728\u9500\u91cf\u6301\u4e45\u7684\u5730\u533a\u5b9e\u73b0\u672c\u5730\u5316\u3002\u4e8b\u5b9e\u6a21\u5f0f\u652f\u6301\u8fd9\u4e00\u70b9\u3002\u4e0a\u6d77\u3001\u6df1\u5733\u548c\u5b81\u6ce2\u6e2f\u53e3\u8fd0\u8f93\u7684\u6210\u54c1\u8f66\u4e0e\u80fd\u91cf\u7535\u5b50\u5360\u6bd4\u4e0a\u5347\uff0c\u4e2d\u56fd\u7684\u5e73\u53f0\u4e0d\u4ec5\u5728\u8f93\u51fa\u4ea7\u54c1\uff0c\u8fd8\u5728\u8f93\u51fa\u8f6f\u4ef6\u3001\u652f\u4ed8\u4e0e\u7269\u6d41\u6807\u51c6\u3002\u5bf9\u4e8e\u6295\u8d44\u8005\u800c\u8a00\uff0c\u8fd9\u662f\u6269\u6563\u95ee\u9898\u3002\u6bcf\u4e00\u8f86\u51fa\u53e3\u7684\u8f66\u90fd\u4f1a\u951a\u5b9a\u5145\u7535\u3001\u8f6f\u4ef6\u3001\u5185\u5bb9\u548c\u91d1\u878d\u79d1\u6280\u670d\u52a1\u7684\u552e\u540e\u9700\u6c42\u3002\u8fd9\u79cd\u4e58\u6570\u6548\u5e94\u5c31\u662f\u4e3a\u4ec0\u4e48\u4e00\u4e2a\u6b63\u9762\u7684\u4e2d\u56fd\u4ea4\u4ed8\u6570\u636e\u70b9\u5e94\u5f53\u8ba9\u4eba\u66f4\u52a0\u5173\u6ce8\u8de8\u8d8a\u7535\u52a8\u8f66\u3001AI\u3001\u4e91\u4e0e\u7269\u6d41\u7684\u66f4\u5e7f\u6cdb\u4e2d\u56fd\u76f8\u5173\u80a1\u7968\u7bee\u5b50\u3002<\/p>\n

\u653f\u7b56\u987a\u98ce\u4e0e\u5e73\u53f0\u534f\u540c<\/h3>\n

\u5317\u4eac\u7684\u521b\u65b0\u653f\u7b56\u4e00\u8d2f\u5982\u4e00\uff1a\u6269\u89c4\u6a21\u3001\u8ba9\u7ade\u4e89\u538b\u4f4e\u6210\u672c\uff0c\u5e76\u652f\u6301AI\u4ee5\u63d0\u9ad8\u5229\u7528\u7387\u3002\u5145\u7535\u7f51\u7edc\u3001\u81ea\u52a8\u9a7e\u9a76\u6d4b\u8bd5\u533a\u548c5G\u9aa8\u5e72\u7684\u5efa\u8bbe\u964d\u4f4e\u4e86\u65b0\u4ea7\u54c1\u548c\u670d\u52a1\u7684\u6469\u64e6\u3002\u8fd9\u5f88\u91cd\u8981\uff0c\u56e0\u4e3a\u7535\u52a8\u8f66\u4e0b\u4e00\u9636\u6bb5\u7684\u5229\u6da6\u5c06\u6765\u81ea\u8f6f\u4ef6\u9644\u52a0\u3001\u51fa\u884c\u751f\u6001\u5185\u7684\u5e7f\u544a\u4e0e\u652f\u4ed8\u3002\u540c\u6837\u9002\u7528\u4e8e\u627f\u63a5\u5382\u5546\u5230\u6d88\u8d39\u8005\u7269\u6d41\u3001\u8de8\u5883\u5e02\u573a\u548c\u4e3a\u6c7d\u8f66\u5382\u5546\u8fd0\u884c\u4e91\u5de5\u4f5c\u8d1f\u8f7d\u7684\u4e92\u8054\u7f51\u5e73\u53f0\u3002AI\u662f\u8fd9\u4e9b\u9886\u57df\u7684\u8fde\u7ed3\u7ec4\u7ec7\uff0c\u52a0\u901f\u5e7f\u544a\u6536\u76ca\u3001\u8def\u5f84\u89c4\u5212\u3001\u80fd\u6e90\u7ba1\u7406\u4e0e\u5ba2\u6237\u670d\u52a1\u3002\u4ece\u8d44\u672c\u5e02\u573a\u89d2\u5ea6\u770b\uff0c\u4e2d\u56fd\u7684\u653f\u7b56\u67b6\u6784\u4e3a\u5904\u4e8e\u7535\u6c14\u5316\u4e0e\u8f6f\u4ef6\u4ea4\u6c47\u5904\u7684\u516c\u53f8\u521b\u9020\u4e86\u7ecf\u8425\u6760\u6746\u3002<\/p>\n

\u53d7\u76ca\u4e8e\u7535\u6c14\u5316\u9a71\u52a8\u7684\u5341\u5927\u4e2d\u56fd\u80a1\u7968<\/h3>\n

1) BYD Company (1211.HK) \u2013 \u6309\u9500\u91cf\u8ba1\u7684\u5168\u7403\u6700\u5927NEV\u5236\u9020\u5546\uff0c2023\u5e74\u7ea6300\u4e07\u8f86NEV\u9500\u91cf\uff1b\u5728\u7535\u6c60\u4e0e\u534a\u5bfc\u4f53\u9886\u57df\u7684\u7eb5\u5411\u4e00\u4f53\u5316\u4f7f\u5f97\u5468\u671f\u5185\u5229\u6da6\u7387\u66f4\u4e3a\u7a33\u5065\uff1b\u5168\u7403\u5f71\u54cd\u70b9\uff1a\u901a\u8fc7\u53ef\u53ca\u7684\u4ef7\u683c\u70b9\u52a0\u901f\u65b0\u5174\u5e02\u573a\u7684NEV\u666e\u53ca\u3002<\/p>\n

2) Baidu (BIDU) \u2013 Robotaxi\u670d\u52a1\u5df2\u4ece\u6b66\u6c49\u6269\u5c55\u5230\u9999\u6e2f\u548cDubai\uff0c\u6807\u5fd7\u7740\u5546\u7528\u81ea\u52a8\u9a7e\u9a76\u53ef\u89c1\uff1bAI\u6280\u672f\u6808\u53ef\u5728\u51fa\u884c\u4e0e\u4e91\u7aef\u5bfc\u51fa\uff1b\u5168\u7403\u5f71\u54cd\u70b9\uff1a\u63a8\u52a8\u81ea\u52a8\u9a7e\u9a76\u79fb\u52a8\u6027\u6807\u51c6\u8d70\u51fa\u4e2d\u56fd\u3002<\/p>\n

3) Alibaba (BABA) \u2013 \u57282020\u5e74\u88ab\u8bc4\u4e3a\u7b2c\u4e94\u5927AI\u516c\u53f8\uff1bAlibaba Cloud\u652f\u6491\u533a\u57df\u4f01\u4e1a\u4e0e\u667a\u80fd\u51fa\u884c\u5de5\u4f5c\u8d1f\u8f7d\uff1b\u91cc\u7a0b\u7891\uff1a\u6df1\u690d\u4e8e\u4e2d\u56fd\u6570\u5b57\u57fa\u7840\u8bbe\u65bd\uff0c\u5e76\u4e0d\u65ad\u589e\u957f\u7684AI\u670d\u52a1\u5360\u6bd4\u3002<\/p>\n

4) Tencent (0700.HK) \u2013 \u5728\u793e\u4ea4\u3001\u6e38\u620f\u3001\u652f\u4ed8\u548c\u5a92\u4f53\u65b9\u9762\u5177\u5907\u65e0\u4e0e\u4f26\u6bd4\u7684\u6d88\u8d39\u8005\u7f51\u7edc\u6548\u5e94\uff0c\u63a8\u52a8\u4e2d\u4e24\u4f4d\u6570\u7684\u8425\u6536\u589e\u957f\u4e0e\u4e24\u4f4d\u6570\u7684\u51c0\u5229\u589e\u957f\uff1bAI\u6b63\u5728\u63d0\u9ad8\u5e7f\u544a\u6536\u76ca\uff1b\u5168\u7403\u5f71\u54cd\u70b9\uff1a\u968f\u4e2d\u56fd\u54c1\u724c\u51fa\u6d77\u4f20\u64ad\u7684\u5185\u5bb9\u4e0e\u91d1\u878d\u79d1\u6280\u6e20\u9053\u3002<\/p>\n

5) PDD Holdings (PDD) \u2013 Temu\u5728\u6b27\u6d32\u3001\u7f8e\u6d32\u548c\u4e2d\u4e1c\u7684\u5feb\u901f\u6269\u5f20\u6b63\u5728\u91cd\u5851\u96f6\u552e\u4ef7\u683c\u9884\u671f\uff1b\u5236\u9020\u5546\u76f4\u8fbe\u6d88\u8d39\u8005\u7684\u7269\u6d41\u538b\u7f29\u4e86\u6210\u672c\uff1b\u91cc\u7a0b\u7891\uff1a\u8de8\u5883GMV\u52a8\u80fd\u4e0e\u4e2d\u56fd\u5de5\u5382\u7f51\u7edc\u76f8\u8fde\u3002<\/p>\n

6) JD.com (JD) \u2013 \u5168\u56fd\u6027\u7684\u7269\u6d41\u9aa8\u5e72\u964d\u4f4e\u4e86\u6bcf\u5355\u5c65\u7ea6\u6210\u672c\uff0c\u5e76\u80fd\u5411\u4e3b\u8981\u57ce\u5e02\u63d0\u4f9b\u5f53\u65e5\u6216\u6b21\u65e5\u914d\u9001\uff1b\u5168\u7403\u5f71\u54cd\u70b9\uff1a\u4fdd\u7a0e\u4ed3\u4e0e\u8de8\u5883\u8fd0\u8f93\u5c06\u4e2d\u56fd\u5236\u9020\u5546\u4e0e\u5168\u7403\u6d88\u8d39\u8005\u8fde\u63a5\uff0c\u51cf\u5c11\u4e2d\u95f4\u73af\u8282\u3002<\/p>\n

7) NIO (NIO) \u2013 \u4ee5\u670d\u52a1\u6a21\u5f0f\u521b\u65b0\u8457\u79f0\u7684\u9ad8\u7aef\u667a\u80fd\u7535\u52a8\u8f66\u5236\u9020\u5546\uff1b\u7535\u6c60\u5373\u670d\u52a1\u4e0e\u6362\u7535\u7ad9\u63d0\u9ad8\u4e86\u5ba2\u6237\u7c98\u6027\u4e0e\u8f66\u8f86\u5229\u7528\u7387\uff1b\u5168\u7403\u5f71\u54cd\u70b9\uff1a\u63a8\u52a8\u4ee5\u8f6f\u4ef6\u4e3a\u5148\u7684\u7535\u52a8\u8f66\u6240\u6709\u6743\u6a21\u5f0f\u3002<\/p>\n

8) iQIYI (IQ) \u2013 \u62e5\u6709\u5927\u91cf\u539f\u521b\u5185\u5bb9\u7684\u5728\u7ebf\u89c6\u9891\u5e73\u53f0\uff1b\u968f\u7740\u534e\u4ebaDiaspora\u589e\u957f\u4e0e\u5168\u7403\u6d41\u5a92\u4f53\u5408\u4f5c\uff0c\u53d8\u73b0\u4e0e\u6388\u6743\u968f\u4e4b\u8f93\u51fa\uff1b\u91cc\u7a0b\u7891\uff1a\u5efa\u7acb\u4e0e\u56fd\u5185\u5916\u89c2\u4f17\u76f8\u5173\u7684\u6301\u7eed\u8ba2\u9605\u6536\u5165\u3002<\/p>\n

9) TAL Education (TAL) \u2013 \u4ee5\u6280\u672f\u4e3a\u6838\u5fc3\u8fd0\u8425\u6a21\u5f0f\u7684K-12\u6559\u80b2\u79d1\u6280\u63d0\u4f9b\u5546\uff1b\u5168\u7403\u5f71\u54cd\u70b9\uff1a\u5728\u4e2d\u56fd\u5927\u89c4\u6a21\u5f00\u53d1\u7684\u6570\u5b57\u5b66\u4e60\u5de5\u5177\u53ef\u9002\u914d\u5176\u4ed6\u9ad8\u4eba\u53e3\u5e02\u573a\u3002<\/p>\n

10) Huawei (private) \u2013 5G\u4e0e\u80fd\u91cf\u7535\u5b50\u90e8\u7f72\u4e3a\u57fa\u7840\u8bbe\u65bd\uff0c\u964d\u4f4e\u4e86\u591a\u5927\u6d32\u7684\u6570\u636e\u5355\u4f4d\u548c\u7535\u529b\u6210\u672c\uff1b\u91cc\u7a0b\u7891\uff1a\u96c6\u6210\u7684\u7535\u529b\u4e0e\u7535\u4fe1\u8bbe\u5907\u652f\u6301\u7535\u52a8\u8f66\u5145\u7535\u3001\u4e91\u4e0e\u5de5\u4e1a\u7269\u8054\u7f51\u3002<\/p>\n

\u8d44\u672c\u5e02\u573a\u53ef\u80fd\u7684\u504f\u597d<\/h3>\n

\u5728\u5e02\u573a\u4e3a\u6536\u76ca\u8d28\u91cf\u91cd\u65b0\u5b9a\u4ef7\u7684\u80cc\u666f\u4e0b\uff0c\u901a\u8fc7\u6210\u672c\u9886\u5bfc\u4e0e\u5e73\u53f0\u6548\u5e94\u590d\u5229\u81ea\u7531\u73b0\u91d1\u6d41\u7684\u8fd0\u8425\u8005\u5e94\u83b7\u5f97\u6ea2\u4ef7\u30021\u6708\u7c7b\u4f3cCPCA\u7684\u4ea4\u4ed8\u5feb\u7167\u53ef\u80fd\u6ce2\u52a8\uff0c\u4f46\u5e02\u573a\u503e\u5411\u4e8e\u5956\u52b1\u901a\u8fc7\u5355\u4f4d\u7ecf\u6d4e\u5c55\u73b0\u5b9a\u4ef7\u6743\u7684\u516c\u53f8\uff0c\u800c\u4e0d\u4ec5\u4ec5\u662f\u4fc3\u9500\u3002\u51fa\u53e3\u7ed3\u6784\u3001\u8ba2\u5355\u79ef\u538b\u53ef\u89c1\u5ea6\u4e0e\u8f6f\u4ef6\u53d8\u73b0\u6307\u6807\u662f\u5173\u952e\u4fe1\u53f7\u3002\u9274\u4e8e\u5168\u7403\u6295\u8d44\u8005\u5bf9\u4e2d\u56fd\u5728\u5730\u7684EV\u4e0eAI\u8fd0\u8425\u8d44\u4ea7\u4ecd\u7136\u504f\u4f4e\uff0c\u6765\u81ea\u4e0a\u6d77\u7b49\u751f\u4ea7\u4e2d\u5fc3\u7684\u6b63\u9762\u6570\u636e\u70b9\u5e38\u5e38\u5148\u4e8e\u8d44\u91d1\u6d41\u5411\u66f4\u5e7f\u6cdb\u7684\u4e2d\u56fd\u80a1\u7968\u7bee\u5b50\uff0c\u800c\u4e0d\u4ec5\u4ec5\u662f\u5934\u90e8\u4e2a\u80a1\u3002<\/p>\n

\u5173\u952e\u8fd0\u8425\u6307\u6807\uff08\u9700\u8ddf\u8e2a\uff09<\/h3>\n

\u5173\u6ce8\u6bcf\u5343\u74e6\u65f6\u6210\u672c\u3001\u9006\u53d8\u5668\u4e0e\u4f20\u52a8\u7cfb\u6bdb\u5229\u3001\u5145\u7535\u7f51\u7edc\u5bc6\u5ea6\u548c\u6bcf\u8f66\u8f6f\u4ef6\u9644\u52a0\u7387\u3002\u5bf9\u4e8e\u5e73\u53f0\u7c7b\u516c\u53f8\uff0c\u5173\u6ce8AI\u9a71\u52a8\u7684\u5e7f\u544a\u6536\u76ca\u3001\u8de8\u5883GMV\u3001\u6bcf\u5355\u7269\u6d41\u6210\u672c\u548c\u4e91\u7aef\u5229\u7528\u7387\u3002\u7559\u610f\u81ea\u52a8\u9a7e\u9a76\u91cc\u7a0b\u7891\uff0c\u5982\u65b0\u57ce\u5e02\u6279\u51c6\u4e0erobotaxi\u4ed8\u8d39\u8f7d\u5ba2\u91cf\u3002\u5728\u7535\u5546\u9886\u57df\uff0c\u8fd0\u8f93\u65f6\u95f4\u4e0e\u9000\u8d27\u7387\u8d8b\u52bf\u63ed\u793a\u4ee5\u4ef7\u683c\u4e3a\u9a71\u52a8\u7684\u6269\u5f20\u7684\u53ef\u6301\u7eed\u6027\u3002\u8fd9\u4e9b\u6570\u5b57\u80fd\u628a\u5934\u6761\u8f6c\u5316\u4e3a\u6301\u7eed\u7684\u91cd\u4f30\u57fa\u7840\u3002<\/p>\n

\u4e2d\u56fd\u7684\u7ade\u4e89\u98de\u8f6e\u6b63\u5728\u52a0\u901f<\/h3>\n

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