{"id":623540,"date":"2026-03-03T17:20:13","date_gmt":"2026-03-04T01:20:13","guid":{"rendered":"https:\/\/nai500.com\/?p=623540"},"modified":"2026-03-03T17:20:13","modified_gmt":"2026-03-04T01:20:13","slug":"%e8%bf%9e%e7%bb%ad%e5%9b%9b%e4%b8%aa%e5%ad%a3%e5%ba%a6%e5%8a%a0%e4%bb%93%e8%8b%b1%e4%bc%9f%e8%be%be%ef%bc%8c%e5%8d%b4%e6%b8%85%e4%bb%93meta%ef%bc%81dan-loeb%e9%87%8a%e6%94%be%e4%ba%86%e4%bb%80","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/03\/%e8%bf%9e%e7%bb%ad%e5%9b%9b%e4%b8%aa%e5%ad%a3%e5%ba%a6%e5%8a%a0%e4%bb%93%e8%8b%b1%e4%bc%9f%e8%be%be%ef%bc%8c%e5%8d%b4%e6%b8%85%e4%bb%93meta%ef%bc%81dan-loeb%e9%87%8a%e6%94%be%e4%ba%86%e4%bb%80\/","title":{"rendered":"\u8fde\u7eed\u56db\u4e2a\u5b63\u5ea6\u52a0\u4ed3\u82f1\u4f1f\u8fbe\uff0c\u5374\u6e05\u4ed3Meta\uff01Dan Loeb\u91ca\u653e\u4e86\u4ec0\u4e48\u4fe1\u53f7\uff1f"},"content":{"rendered":"<p>\u968f\u7740\u6700\u65b0\u4e00\u8f6e13F\u6587\u4ef6\u7684\u62ab\u9732\uff0c\u534e\u5c14\u8857\u9876\u7ea7\u57fa\u91d1\u7ecf\u7406\u4eba\u7684\u8c03\u4ed3\u8def\u5f84\u7ec8\u4e8e\u6d6e\u51fa\u6c34\u9762\u3002\u4ebf\u4e07\u5bcc\u7fc1Dan Loeb\u65d7\u4e0b\u7684Third Point\u57fa\u91d1\u5728\u7b2c\u56db\u5b63\u5ea6\u7684\u4e00\u7cfb\u5217\u64cd\u4f5c\u5f15\u53d1\u4e86\u5e02\u573a\u5e7f\u6cdb\u5173\u6ce8\uff1a\u4ed6\u4e00\u8fb9\u7ee7\u7eed\u52a0\u4ed3\u4eba\u5de5\u667a\u80fd\u9f99\u5934<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>\uff0c\u53e6\u4e00\u8fb9\u5374\u6e05\u4ed3\u4e86\u793e\u4ea4\u5a92\u4f53\u5de8\u5934<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=META\">Meta Platforms\uff08META\uff09<\/a>\u3002<\/p>\n<p>\u8fd9\u4e00\u4e70\u4e00\u5356\u4e4b\u95f4\uff0c\u7a76\u7adf\u9690\u85cf\u7740\u600e\u6837\u7684\u6295\u8d44\u903b\u8f91\uff1f<\/p>\n<h2>\u82f1\u4f1f\u8fbe\uff1aAI\u4fe1\u4ef0\u7684\u6301\u7eed\u52a0\u6301<\/h2>\n<p>\u6839\u636eThird Point\u5411\u7f8e\u56fd\u8bc1\u5238\u4ea4\u6613\u59d4\u5458\u4f1a\u63d0\u4ea4\u768413F\u6587\u4ef6\uff0cLoeb\u5728\u7b2c\u56db\u5b63\u5ea6\u8d2d\u4e70\u4e8610\u4e07\u80a1\u82f1\u4f1f\u8fbe\u80a1\u7968\u3002\u8fd9\u5df2\u7ecf\u662f\u8fde\u7eed\u7b2c\u56db\u4e2a\u5b63\u5ea6\u7684\u589e\u6301\u2014\u2014\u6b64\u524d\u4e09\u4e2a\u5b63\u5ea6\uff0c\u4ed6\u5206\u522b\u4e70\u5165\u4e86145\u4e07\u80a1\u3001135\u4e07\u80a1\u548c5\u4e07\u80a1\u3002<\/p>\n<p>\u4e3a\u4ec0\u4e48Loeb\u5bf9\u82f1\u4f1f\u8fbe\u5982\u6b64\u6267\u7740\uff1f<\/p>\n<p>\u7b54\u6848\u85cf\u5728\u82f1\u4f1f\u8fbe\u65e0\u53ef\u5339\u654c\u7684\u56fe\u5f62\u5904\u7406\u5668\uff08GPU\uff09\u4e2d\u3002\u8be5\u516c\u53f8\u7684Hopper\uff08H100\uff09\u3001Blackwell\u53caBlackwell Ultra\u82af\u7247\u5728AI\u52a0\u901f\u6570\u636e\u4e2d\u5fc3\u9886\u57df\u51e0\u4e4e\u5f62\u6210\u4e86\u4e8b\u5b9e\u4e0a\u7684\u5784\u65ad\u3002\u7531\u4e8eGPU\u6301\u7eed\u4f9b\u4e0d\u5e94\u6c42\uff0c\u82f1\u4f1f\u8fbe\u7684\u4ea7\u54c1\u4e00\u76f4\u4eab\u6709\u6ea2\u4ef7\u5b9a\u4ef7\u6743\u3002<\/p>\n<p>\u66f4\u5173\u952e\u7684\u662f\uff0c\u5728AI\u786c\u4ef6\u7684\u8ba1\u7b97\u80fd\u529b\u65b9\u9762\uff0c\u5176\u4ed6\u7ade\u4e89\u5bf9\u624b\u4e0e\u82f1\u4f1f\u8fbe\u5b8c\u5168\u4e0d\u5728\u4e00\u4e2a\u91cf\u7ea7\u3002CEO\u9ec4\u4ec1\u52cb\u6b63\u4ee5\u6fc0\u8fdb\u7684\u6295\u5165\u786e\u4fdd\u516c\u53f8\u6bcf\u5e74\u90fd\u80fd\u63a8\u51fa\u65b0\u4e00\u4ee3\u5148\u8fdb\u82af\u7247\uff0c\u7ef4\u6301\u5176\u7b97\u529b\u4f18\u52bf\u3002\u6b64\u5916\uff0c\u82f1\u4f1f\u8fbe\u7684CUDA\u8f6f\u4ef6\u5e73\u53f0\u4e5f\u662f\u4e00\u4e2a\u4e0d\u5bb9\u5ffd\u89c6\u7684\u62a4\u57ce\u6cb3\u3002\u4f5c\u4e3a\u5f00\u53d1\u8005\u6700\u5927\u5316\u5229\u7528\u82f1\u4f1f\u8fbeGPU\u8ba1\u7b97\u6f5c\u529b\u7684\u5de5\u5177\u5305\uff0cCUDA\u7684\u6301\u7eed\u8fdb\u5316\u4e0d\u4ec5\u7559\u4f4f\u4e86\u73b0\u6709\u5ba2\u6237\uff0c\u8fd8\u5ef6\u957f\u4e86\u4e0a\u4e00\u4ee3\u82af\u7247\u7684\u4f7f\u7528\u5bff\u547d\u3002<\/p>\n<p>\u6b63\u662f\u8fd9\u4e9b\u57fa\u672c\u9762\u56e0\u7d20\uff0c\u8ba9Loeb\u575a\u4fe1\u8fd9\u5bb6\u534e\u5c14\u8857\u5e02\u503c\u6700\u9ad8\u7684\u516c\u53f8\u8fd8\u6709\u66f4\u5927\u7684\u6210\u957f\u7a7a\u95f4\u3002\u82f1\u4f1f\u8fbe\u6bdb\u5229\u7387\u7a33\u5b9a\u572875%\u5de6\u53f3\uff0cGPU\u4f9b\u4e0d\u5e94\u6c42\u7684\u5c40\u9762\u4ecd\u5728\u6301\u7eed\uff0c\u8fd9\u4e9b\u90fd\u4e3a\u4ed6\u7684\u5224\u65ad\u63d0\u4f9b\u4e86\u6709\u529b\u652f\u6491\u3002<\/p>\n<h2>Meta\uff1a\u4ece\u52a0\u4ed3\u5230\u6e05\u4ed3\u7684180\u5ea6\u5927\u8f6c\u5f2f<\/h2>\n<p>\u4e0e\u5bf9\u82f1\u4f1f\u8fbe\u7684\u6301\u7eed\u770b\u597d\u5f62\u6210\u9c9c\u660e\u5bf9\u6bd4\u7684\u662f\uff0cLoeb\u5bf9Meta\u7684\u6001\u5ea6\u53d1\u751f\u4e86\u620f\u5267\u6027\u8f6c\u53d8\u3002\u6587\u4ef6\u663e\u793a\uff0cThird Point\u5728\u7b2c\u56db\u5b63\u5ea6\u6e05\u4ed3\u4e86\u5168\u90e822\u4e07\u80a1Meta\u80a1\u7968\u3002\u800c\u5728\u4e4b\u524d\u7684\u4e24\u4e2a\u5b63\u5ea6\uff0c\u4ed6\u8fd8\u5728\u6301\u7eed\u4e70\u5165\u8fd9\u5bb6\u793e\u4ea4\u5a92\u4f53\u5de8\u5934\u3002<\/p>\n<p>\u662f\u4ec0\u4e48\u5bfc\u81f4\u4e86\u8fd9\u4e00\u7a81\u7136\u8f6c\u53d8\uff1f<\/p>\n<p>\u8868\u9762\u4e0a\u770b\uff0c\u8fd9\u53ef\u80fd\u662f\u7b80\u5355\u7684\u83b7\u5229\u4e86\u7ed3\u3002\u4ece\u53bb\u5e744\u6708\u523010\u6708\uff0cMeta\u80a1\u4ef7\u7d2f\u8ba1\u4e0a\u6da8\u8d85\u8fc750%\u3002\u8003\u8651\u5230Third Point\u6295\u8d44\u7ec4\u5408\u4e2d\u8bc1\u5238\u7684\u5e73\u5747\u6301\u6709\u671f\u4e0d\u523018\u4e2a\u6708\uff0cLoeb\u9009\u62e9\u843d\u888b\u4e3a\u5b89\u5e76\u4e0d\u5947\u602a\u3002<\/p>\n<p>\u4f46\u6df1\u5165\u5206\u6790\u4f1a\u53d1\u73b0\uff0c\u53ef\u80fd\u8fd8\u6709\u66f4\u591a\u8003\u91cf\u3002<\/p>\n<p>\u9996\u5148\u662f\u6210\u672c\u538b\u529b\u3002Meta\u51e0\u4e4e\u6bcf\u4e2a\u5b63\u5ea6\u90fd\u5728\u4e0a\u8c03AI Superintelligence Lab\u7684\u8d44\u672c\u652f\u51fa\u9884\u671f\u3002\u867d\u7136AI\u8ba9\u6295\u8d44\u8005\u770b\u5230\u4e86\u65e0\u9650\u7684\u60f3\u8c61\u7a7a\u95f4\uff0c\u4f46\u6301\u7eed\u6500\u5347\u7684\u6210\u672c\u53ef\u80fd\u4f1a\u62d6\u7d2f\u76c8\u5229\u589e\u957f\u3002CEO Mark Zuckerberg\u5411\u6765\u6709\u8ba9\u65b0\u9879\u76ee\u591a\u5e74\u4e0d\u76c8\u5229\u7684\u5148\u4f8b\u3002<\/p>\n<p>\u5176\u6b21\u662f\u5b8f\u89c2\u7ecf\u6d4e\u98ce\u9669\u3002Meta\u8fd198%\u7684\u51c0\u9500\u552e\u989d\u6765\u81ea\u5e7f\u544a\u4e1a\u52a1\uff0c\u800c\u5e7f\u544a\u5177\u6709\u5f3a\u5468\u671f\u6027\uff0c\u4e0e\u7f8e\u56fd\u7ecf\u6d4e\u7d27\u5bc6\u7ed1\u5b9a\u3002\u5982\u679c\u7f8e\u56fd\u7ecf\u6d4e\u9677\u5165\u8870\u9000\uff0cMeta\u5c06\u9996\u5f53\u5176\u51b2\u3002Loeb\u6216\u8bb8\u662f\u5728\u63d0\u524d\u89c4\u907f\u8fd9\u4e00\u98ce\u9669\u3002<\/p>\n<h2>\u5fae\u8f6f\u4e0e\u4e9a\u9a6c\u900a\uff1a\u51cf\u6301\u800c\u975e\u79bb\u573a<\/h2>\n<p>\u9664\u4e86\u5bf9\u82f1\u4f1f\u8fbe\u548cMeta\u7684\u64cd\u4f5c\uff0cLoeb\u5728\u7b2c\u56db\u5b63\u5ea6\u8fd8\u51cf\u6301\u4e86\u4e9a\u9a6c\u900a\u548c\u5fae\u8f6f\u2014\u2014\u5206\u522b\u51cf\u630123%\u548c16%\u7684\u6301\u4ed3\u3002\u4e0d\u8fc7\u9700\u8981\u5f3a\u8c03\u7684\u662f\uff0c\u4ed6\u5e76\u6ca1\u6709\u6e05\u4ed3\u8fd9\u4e24\u53ea\u80a1\u7968\u3002\u622a\u81f3\u56db\u5b63\u5ea6\u672b\uff0c\u4e9a\u9a6c\u900a\u548c\u5fae\u8f6f\u4f9d\u7136\u662fThird Point\u6295\u8d44\u7ec4\u5408\u4e2d\u7684\u7b2c\u4e09\u548c\u7b2c\u56db\u5927\u6301\u4ed3\uff0c\u5404\u5360\u8d44\u4ea7\u89c4\u6a21\u76846%\u4ee5\u4e0a\u3002\u51cf\u6301\u7684\u539f\u56e0\u53ef\u80fd\u591a\u79cd\u591a\u6837\uff0c\u5305\u62ec\u53d1\u73b0\u4e86\u66f4\u6709\u5438\u5f15\u529b\u7684\u6295\u8d44\u673a\u4f1a\u3002\u4e0d\u6392\u9664\u90e8\u5206\u5957\u73b0\u8d44\u91d1\u6d41\u5411\u4e86\u82f1\u4f1f\u8fbe\u3002<\/p>\n<h2>Loeb\u91ca\u653e\u4e86\u4ec0\u4e48\u4fe1\u53f7\uff1f<\/h2>\n<p>\u7efc\u5408\u6765\u770b\uff0cDan Loeb\u7b2c\u56db\u5b63\u5ea6\u7684\u8c03\u4ed3\u4f20\u9012\u4e86\u51e0\u4e2a\u660e\u786e\u4fe1\u53f7\uff1a<\/p>\n<p><strong>\u7b2c\u4e00\uff0cAI\u4f9d\u7136\u662f\u5f53\u524d\u6700\u5177\u786e\u5b9a\u6027\u7684\u6295\u8d44\u4e3b\u9898\u3002<\/strong>\u00a0\u8fde\u7eed\u56db\u4e2a\u5b63\u5ea6\u52a0\u4ed3\u82f1\u4f1f\u8fbe\uff0c\u8868\u660eLoeb\u575a\u4fe1AI\u7b97\u529b\u9700\u6c42\u5c06\u6301\u7eed\u65fa\u76db\uff0c\u800c\u82f1\u4f1f\u8fbe\u4f5c\u4e3a\u884c\u4e1a\u9f99\u5934\u5c06\u6700\u5927\u7a0b\u5ea6\u53d7\u76ca\u3002<\/p>\n<p><strong>\u7b2c\u4e8c\uff0c\u5bf9\u4f9d\u8d56\u5e7f\u544a\u6536\u5165\u7684\u5e73\u53f0\u4fdd\u6301\u8b66\u60d5\u3002<\/strong>\u00a0\u6e05\u4ed3Meta\u7684\u64cd\u4f5c\u663e\u793a\uff0c\u5728\u7ecf\u6d4e\u524d\u666f\u4e0d\u660e\u6717\u7684\u80cc\u666f\u4e0b\uff0cLoeb\u53ef\u80fd\u6b63\u5728\u89c4\u907f\u90a3\u4e9b\u4e0e\u7ecf\u6d4e\u5468\u671f\u9ad8\u5ea6\u7ed1\u5b9a\u7684\u516c\u53f8\u3002<\/p>\n<p><strong>\u7b2c\u4e09\uff0c\u4e0d\u8ffd\u9ad8\uff0c\u4e0d\u604b\u6218\u3002<\/strong>\u00a0\u5373\u4fbf\u662f\u5fae\u8f6f\u3001\u4e9a\u9a6c\u900a\u8fd9\u6837\u7684\u79d1\u6280\u5de8\u5934\uff0c\u5728\u80a1\u4ef7\u4e0a\u6da8\u540e\u4e5f\u9002\u5f53\u51cf\u6301\uff0c\u4f53\u73b0\u4e86Loeb\u7075\u6d3b\u7684\u64cd\u4f5c\u98ce\u683c\u548c\u4e25\u683c\u7684\u98ce\u9669\u63a7\u5236\u610f\u8bc6\u3002<\/p>\n<p>\u5bf9\u4e8e\u666e\u901a\u6295\u8d44\u8005\u800c\u8a00\uff0cLoeb\u7684\u64cd\u4f5c\u63d0\u4f9b\u4e86\u4e00\u4e2a\u53c2\u8003\u6837\u672c\uff1a\u5728AI\u5927\u6f6e\u4e2d\u4fdd\u6301\u5b9a\u529b\uff0c\u540c\u65f6\u8b66\u60d5\u5468\u671f\u6027\u7684\u98ce\u9669\u3002\u5f53\u7136\uff0c\u6b63\u5982\u4efb\u4f55\u6295\u8d44\u51b3\u7b56\u4e00\u6837\uff0c\u76f2\u76ee\u8ddf\u98ce\u5e76\u4e0d\u53ef\u53d6\uff0c\u7406\u89e3\u80cc\u540e\u7684\u903b\u8f91\u624d\u662f\u5173\u952e\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u968f\u7740\u6700\u65b0\u4e00\u8f6e13F\u6587\u4ef6\u7684\u62ab\u9732\uff0c\u534e\u5c14\u8857\u9876\u7ea7\u57fa\u91d1\u7ecf\u7406\u4eba\u7684\u8c03\u4ed3\u8def\u5f84\u7ec8\u4e8e\u6d6e\u51fa\u6c34\u9762\u3002\u4ebf\u4e07\u5bcc\u7fc1Dan Loeb\u65d7\u4e0b\u7684Thi [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":566194,"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":[2408,2173,2125,558],"class_list":["post-623540","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-2125","tag-558","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\/623540","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=623540"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/623540\/revisions"}],"predecessor-version":[{"id":623543,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/623540\/revisions\/623543"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/566194"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=623540"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=623540"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=623540"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}