{"id":621093,"date":"2026-02-19T03:48:15","date_gmt":"2026-02-19T11:48:15","guid":{"rendered":"https:\/\/nai500.com\/?p=621093"},"modified":"2026-02-19T03:48:15","modified_gmt":"2026-02-19T11:48:15","slug":"8-23","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/02\/8-23\/","title":{"rendered":"8 \u4e2a\u8d85\u8d8a\u5730\u7f18\u653f\u6cbb\u566a\u97f3\u7684\u4e2d\u56fd\u529b\u91cf\u73a9\u6cd5"},"content":{"rendered":"

\u534e\u76db\u987f\u6700\u8fd1\u5c31\u6240\u8c13\u7684\u4e2d\u56fd\u6838\u8bd5\u9a8c\u53d1\u51fa\u6700\u65b0\u70ae\u706b\uff0c\u5360\u636e\u5934\u6761\u3002\u5e02\u573a\u5e94\u5f53\u8d85\u8d8a\u55a7\u56a3\u3002CTBTO \u8868\u793a 2020 \u5e74\u54c8\u8428\u514b\u65af\u5766\u7684\u5730\u9707\u4fe1\u53f7\u8fdc\u4f4e\u4e8e\u5176\u6807\u51c6\u63a2\u6d4b\u9608\u503c\uff0c\u5317\u4eac\u65b9\u9762\u4e5f\u5426\u8ba4\u6307\u63a7\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u4e2d\u56fd\u7684\u521b\u65b0\u5f15\u64ce\u6b63\u5728 AI\u3001\u7535\u52a8\u6c7d\u8f66\u3001\u7535\u6c60\u548c\u57fa\u7840\u8bbe\u65bd\u51fa\u53e3\u7b49\u9886\u57df\u5b9e\u73b0\u89c4\u6a21\u5316\u3002\u5bf9\u5168\u7403\u6295\u8d44\u8005\u800c\u8a00\uff0c\u8fd9\u79cd\u5206\u5316\u2014\u2014\u653f\u6cbb\u58f0\u97f3\u54cd\u4eae\u3001\u590d\u5229\u6548\u679c\u9759\u6084\u6084\u2014\u2014\u521b\u9020\u4e86\u673a\u4f1a\u3002<\/p>\n

\u5730\u7f18\u653f\u6cbb\u9047\u4e0a\u5e02\u573a<\/h3>\n

\u52a9\u7406\u56fd\u52a1\u537f Christopher Yeaw \u6307\u51fa 2020 \u5e74 6 \u6708\u5728\u7f57\u5e03\u6cca\u9644\u8fd1\u51fa\u73b0\u4e86 2.75 \u7ea7\u4fe1\u53f7\uff0c\u5e76\u79f0\u4e2d\u56fd\u5229\u7528\u8131\u94a9\u63a9\u76d6\u4e86\u4e00\u6b21\u8bd5\u9a8c\u3002\u5317\u4eac\u901a\u8fc7\u4e00\u5bb6\u91cd\u8981\u5b98\u5a92\u79f0\u8fd9\u662f\u7f8e\u56fd\u4e3a\u65b0\u4e00\u8f6e\u6307\u63a7\u5bfb\u627e\u501f\u53e3\u3002\u5bf9\u8d44\u4ea7\u914d\u7f6e\u8005\u800c\u8a00\uff0cCTBTO \u81ea\u8eab\u7684\u6458\u8981\u81f3\u5173\u91cd\u8981\uff1a\u4e24\u4e2a\u975e\u5e38\u5c0f\u7684\u5730\u9707\u4e8b\u4ef6\uff0c\u4f4e\u4e8e\u7f51\u7edc\u5178\u578b\u7684 500 \u5428 TNT \u7b49\u6548\u7075\u654f\u5ea6\uff0c\u65e0\u6cd5\u5f97\u51fa\u56e0\u679c\u7ed3\u8bba\u3002\u5bf9\u98ce\u9669\u7ba1\u7406\u53f0\u7684\u7ffb\u8bd1\u662f\uff1a\u8a00\u8f9e\u5347\u6e29\uff0c\u4f46\u9a8c\u8bc1\u6709\u9650\u3002\u5728 New START \u9650\u5236\u4e0d\u518d\u5177\u6709\u6cd5\u5f8b\u7ea6\u675f\u529b\u7684\u5e74\u4efd\u91cc\uff0c\u8fd9\u4e00\u53d9\u4e8b\u53ef\u80fd\u5de6\u53f3\u60c5\u7eea\uff0c\u4f46\u5b83\u5e76\u4e0d\u4f1a\u6539\u53d8\u4e2d\u56fd\u5728\u8f6f\u4ef6\u3001\u7535\u6c60\u6216\u7535\u7f51\u57fa\u7840\u8bbe\u65bd\u7b49\u5feb\u901f\u6269\u5f20\u9886\u57df\u7684\u73b0\u91d1\u6d41\u3002<\/p>\n

\u4fe1\u53f7\uff1a\u89c4\u6a21\u4e0e\u521b\u65b0\u4f53\u7cfb<\/h3>\n

\u4e2d\u56fd\u7684\u653f\u7b56\u624b\u518c\u4ecd\u7136\u5982\u6545\uff1a\u8d44\u52a9\u6838\u5fc3\u6280\u672f\u3001\u5efa\u8bbe\u4ea7\u80fd\u3001\u51fa\u53e3\u89e3\u51b3\u65b9\u6848\u3002\u751f\u6210\u5f0f AI \u5728\u56fd\u5185\u7684\u7206\u53d1\u2014\u2014\u4ee5\u50cf DeepSeek \u7684 R1 \u8fd9\u6837\u7684\u5927\u89c4\u6a21\u63a8\u7406\u6a21\u578b\u7684\u51fa\u73b0\u4e3a\u6807\u5fd7\u2014\u2014\u50ac\u5316\u4e86\u4ece\u8bad\u7ec3\u82af\u7247\u5230\u5782\u76f4\u5316\u5e94\u7528\u7684\u5168\u6808\u8d44\u672c\u5f62\u6210\u4e0e\u4eba\u624d\u5faa\u73af\u3002\u5728\u6e05\u6d01\u80fd\u6e90\u9886\u57df\uff0c\u4e2d\u56fd\u4f01\u4e1a\u5728 2024 \u5e74\u6269\u5927\u4e86\u5168\u7403\u8db3\u8ff9\uff0c\u6d77\u5916\u65b0\u589e\u88c5\u673a\u521b\u7eaa\u5f55\u8fbe\u5230 24 GW\uff0c\u5728\u4e00\u5e26\u4e00\u8def\u5e02\u573a\u4e2d\u53ef\u518d\u751f\u80fd\u6e90\u5360\u6bd4\u8fbe 52%\u3002\u5728\u7535\u52a8\u6c7d\u8f66\u9886\u57df\uff0c\u4e2d\u56fd\u4ecd\u662f\u5168\u7403\u91cd\u5fc3\uff0c\u4ee5 BYD \u548c CATL \u9886\u8854\u3002\u8fd9\u4e0d\u662f\u4e00\u6b21\u6027\u5468\u671f\u7684\u6545\u4e8b\uff0c\u800c\u662f\u4e0e\u56fd\u5185\u9700\u6c42\u3001\u51fa\u53e3\u901a\u9053\u548c\u80fd\u591f\u5f00\u51fa\u5927\u989d\u652f\u7968\u7684\u91d1\u878d\u4f53\u7cfb\uff08\u4ee5 ICBC 6.7 \u4e07\u4ebf\u7f8e\u5143\u8d44\u4ea7\u8d1f\u503a\u8868\u4e3a\u951a\uff09\u76f8\u5339\u914d\u7684\u590d\u5229\u673a\u5668\u3002<\/p>\n

\u4e3a\u4ec0\u4e48\u8fd9\u5bf9\u5f53\u524d\u8d44\u672c\u914d\u7f6e\u5f88\u91cd\u8981<\/h3>\n

\u5f53\u5730\u7f18\u653f\u6cbb\u98ce\u9669\u55a7\u56a3\u800c\u57fa\u672c\u9762\u5728\u590d\u5229\u65f6\uff0c\u5206\u6563\u4ea4\u6613\u4f1a\u6709\u56de\u62a5\u3002AI \u5de5\u4f5c\u8d1f\u8f7d\u9700\u8981\u5b58\u50a8\u63a7\u5236\u5668\u548c\u8d85\u5927\u89c4\u6a21\u4e92\u8fde\u3002\u7535\u52a8\u6c7d\u8f66\u666e\u53ca\u9700\u8981\u4f4e\u6210\u672c\u7535\u6c60\u548c\u9ad8\u53ef\u9760\u6027\u7684\u7535\u529b\u7535\u5b50\u3002\u6570\u5b57\u6d88\u8d39\u9700\u8981\u62e5\u6709\u5bc6\u96c6\u7528\u6237\u56fe\u8c31\u7684\u5e73\u53f0\u3002\u4e2d\u56fd\u7684\u516c\u5f00\u5e02\u573a\u7ec4\u5408\u4e3a\u8fd9\u4e9b\u957f\u671f\u4e0a\u884c\u8d8b\u52bf\u63d0\u4f9b\u4e86\u76f4\u63a5\u655e\u53e3\uff0c\u5176\u4f30\u503c\u7ee7\u7eed\u5bf9\u653f\u7b56\u6ce2\u52a8\u98ce\u9669\u6253\u6298\u3002\u201c\u4e00\u5e26\u4e00\u8def\u201d\u5021\u8bae\u662f\u53e6\u4e00\u4e2a\u76c8\u5229\u5411\u91cf\u3002\u521b\u7eaa\u5f55\u7684\u6d77\u5916\u80fd\u6e90\u90e8\u7f72\u6b63\u5728\u4e3a EPC \u9886\u519b\u4f01\u4e1a\u627f\u4fdd\u957f\u671f\u73b0\u91d1\u6d41\uff0c\u540c\u65f6\u63a8\u5347\u5bf9\u4e2d\u56fd\u5149\u4f0f\u7ec4\u4ef6\u3001\u9006\u53d8\u5668\u548c\u7535\u7f51\u8bbe\u5907\u7684\u9700\u6c42\u3002\u8fd9\u4e2a\u98de\u8f6e\u524a\u5f31\u4e86\u77ed\u5468\u671f\u5934\u6761\u65b0\u95fb\u4e0e\u4e2d\u671f\u76c8\u5229\u4e4b\u95f4\u7684\u8054\u7cfb\u3002<\/p>\n

\u5c06\u5934\u6761\u8f6c\u6362\u4e3a\u6536\u76ca\u7684 8 \u5927\u4e2d\u56fd\u521b\u65b0\u8005<\/h3>\n

1. \u817e\u8baf 0700.HK \u2013 \u8d85\u7ea7\u5e94\u7528\u89c4\u6a21\u9047\u4e0a AI \u53d8\u73b0\u3002\u91cc\u7a0b\u7891\uff1a\u5fae\u4fe1\u8d85 13 \u4ebf\u6708\u6d3b\u7528\u6237\u9a71\u52a8\u9ad8\u5229\u6da6\u7387\u5e7f\u544a\u4e0e\u91d1\u878d\u79d1\u6280\u624b\u7eed\u8d39\uff1b\u5176\u751f\u6210\u5f0f AI \u5de5\u5177\u6b63\u4ece\u5b9e\u9a8c\u5ba4\u8fdb\u5165\u751f\u4ea7\u529b\u5957\u4ef6\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4e2d\u56fd\u6700\u5927\u7684\u5a31\u4e50\u548c\u793e\u4ea4\u5a92\u4f53\u5e73\u53f0\u6b63\u5728\u5411\u4e9a\u6d32\u8f93\u51fa\u6e38\u620f\u548c\u4e91\u670d\u52a1\uff0c\u589e\u52a0\u591a\u5e01\u79cd\u6536\u5165\u6765\u6e90\u3002\u6570\u636e\uff1a\u8986\u76d6\u5728\u7ebf\u5e7f\u544a\u3001\u6e38\u620f\u3001\u652f\u4ed8\u548c\u4f01\u4e1a\u670d\u52a1\u7684\u591a\u5143\u5316\u6536\u5165\u57fa\u7840\u964d\u4f4e\u4e86\u5468\u671f\u6027\u6ce2\u52a8\u3002<\/p>\n

2. BYD 1211.HK \u2013 \u5168\u7403\u63d2\u7535\u5f0f\u7535\u52a8\u8f66\u9886\u5bfc\u8005\u52a0\u901f\u51fa\u53e3\u3002\u91cc\u7a0b\u7891\uff1a\u4fdd\u6301\u5168\u7403\u63d2\u7535\u5f0f\u6c7d\u8f66\u9500\u91cf\u7b2c\u4e00\uff0c\u5e76\u4ee5\u7eb5\u5411\u4e00\u4f53\u5316\u7684\u7535\u6c60\u548c\u534a\u5bfc\u4f53\u6269\u5c55\u5230 70 \u591a\u4e2a\u56fd\u5bb6\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5177\u6709\u4ef7\u683c\u7ade\u4e89\u529b\u7684\u7535\u52a8\u8f66\u6b63\u5728\u4ece\u4e1c\u5357\u4e9a\u5230\u62c9\u4e01\u7f8e\u6d32\u6269\u5927\u53ef\u8d1f\u62c5\u6027\uff0c\u91cd\u5851\u539f\u6cb9\u9700\u6c42\u66f2\u7ebf\u3002\u6570\u636e\uff1a\u5728\u5200\u7247\u7535\u6c60\u3001e-platform 3.0 \u548c\u7535\u529b\u7535\u5b50\u65b9\u9762\u7684\u89c4\u6a21\u5316\u5236\u9020\u652f\u6301\u6bdb\u5229\u97e7\u6027\u3002<\/p>\n

3. CATL 300750.SZ \u2013 \u7535\u6c60\u6210\u672c\u66f2\u7ebf\u7684\u5236\u5b9a\u8005\u3002\u91cc\u7a0b\u7891\uff1a\u884c\u4e1a\u5b9a\u4e49\u6027\u7684 LFP \u5316\u5b66\u6280\u672f\u9886\u5148\u548c\u9ad8\u80fd\u91cf\u5bc6\u5ea6\u7535\u6c60\u5305\u7684\u5546\u4e1a\u5316\u5960\u5b9a\u4e86\u5728\u7535\u52a8\u6c7d\u8f66\u4e0e\u50a8\u80fd\u9886\u57df\u7684\u4e3b\u5bfc\u5730\u4f4d\u3002\u5168\u7403\u5f71\u54cd\uff1a\u591a\u5927\u6d32\u7684\u4f9b\u5e94\u534f\u8bae\u548c\u6b27\u6d32\u4ea7\u80fd\u627f\u8bfa\u652f\u6491\u4e86\u897f\u65b9\u6574\u8f66\u5382\u7684\u7535\u6c14\u5316\u65f6\u95f4\u8868\u3002\u6570\u636e\uff1a\u89c4\u6a21\u964d\u4f4e\u4e86\u6bcf\u5343\u74e6\u65f6\u6210\u672c\uff0c\u5f3a\u5316\u4e86\u5728\u7535\u7f51\u8131\u78b3\u7684\u9a7b\u6ce2\u50a8\u80fd\u5e02\u573a\u7684\u4efd\u989d\u3002<\/p>\n

4. ICBC 1398.HK \u2013 \u4ee5\u8d44\u4ea7\u8ba1\u7684\u5168\u7403\u6700\u5927\u94f6\u884c\u4e3a\u5efa\u8bbe\u878d\u8d44\u3002\u91cc\u7a0b\u7891\uff1a6.7 \u4e07\u4ebf\u7f8e\u5143\u8d44\u4ea7\u548c\u7ea6 510 \u4ebf\u7f8e\u5143\u51c0\u5229\u6da6\u4e3a\u57fa\u7840\u8bbe\u65bd\u4e0e\u4f01\u4e1a\u6269\u5f20\u63d0\u4f9b\u8d44\u91d1\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4f5c\u4e3a\u4e00\u5e26\u4e00\u8def\u5728 150 \u591a\u56fd\u80fd\u6e90\u4e0e\u7269\u6d41\u9879\u76ee\u7684\u6838\u5fc3\u653e\u6b3e\u884c\uff0cICBC \u5c06\u4e2d\u56fd\u7684\u8d44\u672c\u5f00\u652f\u51b2\u51fb\u4f20\u5bfc\u81f3\u56fd\u9645\u3002\u6570\u636e\uff1a\u5f3a\u5065\u7684\u8d44\u672c\u6bd4\u7387\u548c\u56fd\u6709\u80cc\u666f\u7684\u8d44\u91d1\u6765\u6e90\u4f7f\u4fe1\u8d37\u5728\u5468\u671f\u4e2d\u4fdd\u6301\u7a33\u5b9a\u3002<\/p>\n

5. PDD Holdings PDD \u2013 \u8d85\u5927\u89c4\u6a21\u7684\u8de8\u5883\u7535\u5546\u3002\u91cc\u7a0b\u7891\uff1a\u901a\u8fc7 Temu \u7684\u5168\u7403\u5e02\u573a\u6269\u5c55\u4e3a\u4e2d\u56fd\u4e2d\u5c0f\u4f01\u4e1a\u6784\u5efa\u4e86\u65b0\u7684\u51fa\u53e3\u6e20\u9053\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5317\u7f8e\u548c\u6b27\u6d32\u6d88\u8d39\u8005\u80fd\u591f\u63a5\u89e6\u5230\u4e2d\u56fd\u5236\u9020\u57fa\u7840\uff0c\u538b\u7f29\u4e86\u975e\u54c1\u724c\u5546\u54c1\u7684\u96f6\u552e\u4ef7\u683c\u6307\u6807\u3002\u6570\u636e\uff1a\u8f7b\u8d44\u4ea7\u7684\u7269\u6d41\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u4f7f GMV \u5feb\u901f\u589e\u957f\u4e14\u5355\u4f4d\u7ecf\u6d4e\u5b66\u9010\u6b65\u6539\u5584\u3002<\/p>\n

6. Bilibili BILI \u2013 \u4e0e Z \u4e16\u4ee3\u6ce8\u610f\u529b\u76f8\u8fde\u7684\u5e7f\u544a\u6280\u672f\u5b9e\u529b\u589e\u5f3a\u3002\u91cc\u7a0b\u7891\uff1a\u6708\u6d3b\u7528\u6237\u8d85\u8fc7 3 \u4ebf\uff0c\u4e14\u4e0d\u65ad\u589e\u52a0\u7684\u5e7f\u544a\u8d1f\u8f7d\u63a8\u52a8\u4e86\u9664\u76f4\u64ad\u548c\u6e38\u620f\u5916\u7684\u53d8\u73b0\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4e2d\u56fd\u7684\u521b\u4f5c\u8005\u7ecf\u6d4e\u6b63\u5728\u8f93\u51fa\u8282\u76ee\u5f62\u5f0f\u548c\u77e5\u8bc6\u4ea7\u6743\uff0c\u5728\u4e9a\u6d32\u5c55\u5f00\u8054\u5408\u5236\u4f5c\u4e0e\u6388\u6743\u4ea4\u6613\u3002\u6570\u636e\uff1a\u968f\u7740\u4e91\u6210\u672c\u56de\u5f52\u5e38\u6001\u5e76\u4e14 AI \u6a21\u578b\u63d0\u5347\u5e7f\u544a\u5b9a\u5411\uff0c\u7ecf\u8425\u6760\u6746\u6b63\u5728\u6539\u5584\u3002<\/p>\n

7. Silicon Motion SIMO \u2013 AI \u5b58\u50a8\u7e41\u8363\u6240\u9700\u7684\u5173\u952e\u7845\u7247\u3002\u91cc\u7a0b\u7891\uff1a\u5728 NAND \u95ea\u5b58\u63a7\u5236\u5668\u9886\u57df\u7684\u5168\u7403\u9886\u5bfc\u5730\u4f4d\uff0c\u6bcf\u5e74\u5411\u5ba2\u6237\u7aef\u548c\u4f01\u4e1a\u7ea7 SSD \u51fa\u8d27\u6570\u4ee5\u4ebf\u8ba1\u3002\u5168\u7403\u5f71\u54cd\uff1a\u968f\u7740 AI \u5de5\u4f5c\u8d1f\u8f7d\u7684\u666e\u53ca\uff0c\u5bf9\u9ad8\u6027\u80fd\u3001\u6210\u672c\u4f18\u5316\u5b58\u50a8\u7684\u9700\u6c42\u6269\u5927\uff1bSIMO \u7684\u63a7\u5236\u5668\u4f4d\u4e8e\u6570\u636e\u521b\u5efa\u4e0e\u68c0\u7d22\u7684\u5173\u952e\u8def\u5f84\u4e0a\u3002\u6570\u636e\uff1a\u4e0e\u9876\u7ea7 OEM \u7684\u8bbe\u8ba1\u80dc\u51fa\u6269\u5927\u4e86\u9664 PC \u4ee5\u5916\u7684\u7ec8\u7aef\u5e02\u573a\u655e\u53e3\u3002<\/p>\n

8. LONGi Green Energy 601012.SH \u2013 \u592a\u9633\u80fd\u6676\u5706\u4e0e\u7ec4\u4ef6\u7684\u6210\u672c\u9886\u5148\u8005\u3002\u91cc\u7a0b\u7891\uff1a\u9ad8\u901a\u91cf\u5355\u6676\u5207\u7247\u4e0e n \u578b\u7ec4\u4ef6\u4ea7\u80fd\u722c\u5761\u7ef4\u6301\u4ea7\u51fa\u9886\u5148\u3002\u5168\u7403\u5f71\u54cd\uff1aLONGi \u7684\u4ea7\u54c1\u5728\u4ece\u4e2d\u4e1c\u5317\u975e\u5230\u62c9\u4e01\u7f8e\u6d32\u7684\u516c\u7528\u4e8b\u4e1a\u89c4\u6a21\u9879\u76ee\u4e2d\u5c45\u4e8e\u6838\u5fc3\u5730\u4f4d\uff0c\u538b\u7f29\u4e86\u65b0\u5174\u5e02\u573a\u7684\u5e73\u51c6\u5316\u53d1\u7535\u6210\u672c\u3002\u6570\u636e\uff1a\u5236\u9020\u6548\u7387\u4e0e\u7eb5\u5411\u6574\u5408\u5728\u4ef7\u683c\u6ce2\u52a8\u4e2d\u4fdd\u62a4\u4e86\u5229\u6da6\u7387\u3002<\/p>\n

\u653f\u7b56\u987a\u98ce\uff0c\u800c\u975e\u9006\u98ce<\/h3>\n

\u5317\u4eac\u7684\u521b\u65b0\u8bae\u7a0b\u5956\u52b1\u5236\u9020\u6df1\u5ea6\u3001\u7535\u7f51\u73b0\u4ee3\u5316\u4e0e\u5e94\u7528\u578b AI\u3002\u8fd9\u662f\u4e00\u6761\u53ef\u6295\u8d44\u7684\u660e\u6670\u8def\u5f84\u3002\u519b\u63a7\u6545\u4e8b\u7ebf\u53ef\u80fd\u8d77\u4f0f\uff0c\u4f46\u4e2d\u56fd\u6700\u540e\u4e00\u6b21\u516c\u5f00\u627f\u8ba4\u7684\u6838\u8bd5\u9a8c\u662f\u5728 1996 \u5e74\uff0c\u4e14 CTBTO \u5e76\u672a\u8ba4\u53ef 2020 \u5e74\u7684\u6307\u63a7\u3002\u5bf9\u80a1\u7968\u800c\u8a00\uff0c\u66f4\u5173\u952e\u7684\u662f\uff0c2025\u20132027 \u5e74\u5728\u7535\u6c60\u3001\u6570\u636e\u4e2d\u5fc3\u548c\u8f93\u7535\u7ebf\u8def\u4e0a\u7684\u8d44\u672c\u652f\u51fa\u8ba1\u5212\u5df2\u6709\u8d44\u91d1\u3001\u9009\u5740\u5e76\u5f00\u5de5\u3002\u56fd\u5185\u91c7\u8d2d\u7ef4\u6301\u4e86\u5de5\u5382\u5229\u7528\u7387\uff0c\u800c\u51fa\u53e3\u8ba2\u5355\u5219\u8f6c\u5316\u4e3a\u786c\u901a\u8d27\u3002\u5728\u8f6f\u4ef6\u65b9\u9762\uff0c\u5e73\u53f0\u6574\u987f\u540e\u7684\u76d1\u7ba1\u5e38\u6001\u5316\u5df2\u91cd\u65b0\u6253\u5f00\u4ea7\u54c1\u901f\u5ea6\u4e0e\u5e7f\u544a\u6280\u672f\u8bd5\u9a8c\u3002\u5728\u786c\u4ef6\u65b9\u9762\uff0c\u8131\u94a9\u98ce\u9669\u50ac\u5316\u4e86\u5728\u5cb8\u66ff\u4ee3\u2014\u2014\u8fd9\u901a\u5e38\u4f1a\u4e3a\u672c\u571f\u9f99\u5934\u5e26\u6765\u5229\u6da6\u7387\u63d0\u5347\u3002<\/p>\n

\u98ce\u9669\u68c0\u67e5\u4e0e\u5e02\u573a\u4ecd\u5728\u9519\u8bef\u5b9a\u4ef7\u7684\u65b9\u9762<\/h3>\n

\u5934\u6761\u98ce\u9669\u786e\u5b9e\u5b58\u5728\uff1a\u51fa\u53e3\u7ba1\u5236\u3001\u5173\u7a0e\u4e0e\u5468\u671f\u6027\u5236\u88c1\u4f1a\u53cd\u590d\u51fa\u73b0\u3002\u4f46\u6295\u8d44\u8005\u5e38\u5e38\u9ad8\u4f30\u653f\u6cbb\u566a\u97f3\u3001\u4f4e\u4f30\u7ecf\u8425\u6760\u6746\u3002\u4ee5\u5b58\u50a8\u5806\u6808\u4e3a\u4f8b\uff1a\u6bcf\u4e00\u4e2a\u65b0\u7684 AI \u63a8\u7406\u7aef\u70b9\u90fd\u4f1a\u901a\u8fc7 SSD \u6269\u5bb9\u6d88\u8017 NAND\uff0c\u8fd9\u662f\u4e00\u4e2a\u6709\u5229\u4e8e SIMO \u7684\u957f\u671f\u8d8b\u52bf\uff0c\u65e0\u8bba CPU \u67b6\u6784\u5982\u4f55\u3002\u5728\u7535\u52a8\u6c7d\u8f66\u65b9\u9762\uff0c\u964d\u672c\u8282\u594f\u6709\u5229\u4e8e BYD \u4e0e CATL\uff0c\u56e0\u4e3a\u4ed6\u4eec\u53ef\u4ee5\u5c06\u7814\u53d1\u644a\u9500\u5230\u6570\u767e\u4e07\u53f0\u8f66\u8f86\u4e0a\u3002\u901a\u8fc7\u817e\u8baf\u4e0e Bilibili \u7684\u5e73\u53f0\u655e\u53e3\u53ef\u4ee5\u6355\u6349\u5e7f\u544a\u5468\u671f\u6062\u590d\u5916\u52a0\u8ba2\u9605\u9644\u52a0\u6536\u5165\u3002ICBC \u7684\u8d44\u4ea7\u8d1f\u503a\u8868\u5f3a\u5ea6\u65e2\u662f\u9006\u5468\u671f\u57ab\u7247\uff0c\u4e5f\u6da6\u6ed1\u4e86\u4e00\u5e26\u4e00\u8def\u9879\u76ee\u878d\u8d44\uff0c\u8fdb\u800c\u5582\u7ed9 LONGi \u4e0e\u5176\u4ed6 EPC \u4f9b\u5e94\u5546\u7684\u8ba2\u5355\u7c3f\u3002\u5e02\u573a\u7684\u9519\u8bef\u5728\u4e8e\u5c06\u8fd9\u4e9b\u89c6\u4e3a\u5b64\u7acb\u6545\u4e8b\uff0c\u800c\u975e\u4e00\u4e2a\u6574\u5408\u7684\u51fa\u53e3\u751f\u6001\u3002<\/p>\n

\u503c\u5f97\u5173\u6ce8\u7684\u50ac\u5316\u5242<\/h3>\n

– \u4e1a\u7ee9\u5b63\uff1a\u5173\u6ce8\u817e\u8baf\u7684 AI \u53d8\u73b0\u62ab\u9732\u3001SIMO \u7684\u63a7\u5236\u5668\u51fa\u8d27\u6307\u5f15\u548c LONGi \u7684\u7ec4\u4ef6 ASP \u8bc4\u8bba\u4ee5\u786e\u8ba4\u5229\u6da6\u7387\u5e95\u90e8\u3002<\/p>\n

– \u653f\u7b56\u516c\u5e03\uff1a\u4e2d\u56fd\u201c\u4e24\u4f1a\u201d\u5c06\u7ec6\u5316\u65b0\u80fd\u6e90\u6c7d\u8f66\u3001\u6570\u636e\u4e2d\u5fc3\u80fd\u6548\u548c\u7535\u7f51\u6295\u8d44\u76ee\u6807\u2014\u2014\u8fd9\u4e9b\u90fd\u4f1a\u76f4\u63a5\u4f20\u5bfc\u5230 CATL\u3001BYD \u4ee5\u53ca\u7535\u529b\u8bbe\u5907\u516c\u53f8\u3002<\/h3>\n

– \u6d77\u5916\u9879\u76ee\u6388\u6807\uff1a\u8ddf\u8e2a\u4e00\u5e26\u4e00\u8def\u76f8\u5173\u7684\u4e2d\u4e1c\u5317\u975e\u4e0e\u4e1c\u76df\u62db\u6807\uff0c\u4e2d\u56fd EPC \u66f4\u53d7\u9752\u7750\uff0c\u7ec4\u4ef6\u4f9b\u5e94\u5546\u80fd\u9501\u5b9a\u591a\u5e74\u51fa\u8d27\u91cf\u3002<\/h3>\n

– \u6d88\u8d39\u8005\u9700\u6c42\u4fe1\u53f7\uff1aPDD \u7684\u8de8\u5883\u589e\u957f\u4e0e Bilibili \u7684\u5e7f\u544a\u6536\u76ca\u5c06\u4f5c\u4e3a\u5173\u4e8e\u51fa\u53e3\u901a\u9053\u4e0e\u56fd\u5185\u6ce8\u610f\u529b\u7ecf\u6d4e\u7684\u9ad8\u9891\u6307\u6807\u3002<\/p>\n

\u5728\u6709\u4e89\u8bae\u7684\u5730\u9707\u8bfb\u6570\u548c\u653f\u6cbb\u59ff\u6001\u7684\u80cc\u666f\u4e0b\uff0c\u4e2d\u56fd\u7684\u521b\u65b0\u590d\u5408\u4f53\u6b63\u628a\u89c4\u6a21\u8f6c\u5316\u4e3a\u73b0\u91d1\u6d41\u3002\u5bf9\u4e8e\u5bfb\u6c42\u4ee5\u6298\u4ef7\u500d\u6570\u83b7\u5f97\u53ef\u6301\u7eed\u589e\u957f\u7684\u6295\u8d44\u8005\u6765\u8bf4\uff0c\u8fd9\u516b\u4e2a\u529b\u91cf\u73a9\u6cd5\u662f\u4fe1\u53f7\u6700\u5f3a\u7684\u5730\u65b9\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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