{"id":626766,"date":"2026-03-20T01:51:08","date_gmt":"2026-03-20T08:51:08","guid":{"rendered":"https:\/\/nai500.com\/blog\/2026\/03\/micron-mu-nvda-amd-avgo\/"},"modified":"2026-03-20T01:51:08","modified_gmt":"2026-03-20T08:51:08","slug":"micron-mu-nvda-amd-avgo","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/03\/micron-mu-nvda-amd-avgo\/","title":{"rendered":"Micron MU \u5728\u7b2c\u4e8c\u8d22\u5b63\u5927\u80dc\uff1bNVDA AMD AVGO \u7d27\u968f\u5176\u540e"},"content":{"rendered":"<p>\u534a\u5bfc\u4f53\u5728\u8fc7\u53bb\u516b\u5c0f\u65f6\u638c\u63a7\u4e86\u884c\u60c5\uff0c\u56e0\u4e3a\u5f53\u5e02\u573a\u60f3\u8981\u5bf9 AI \u57fa\u7840\u8bbe\u65bd\u9700\u6c42\u505a\u51fa\u5e72\u51c0\u7684\u5224\u65ad\u65f6\uff0c\u4f1a\u76f4\u63a5\u770b\u5185\u5b58\u4e0e\u8ba1\u7b97\u3002Micron \u4ea4\u51fa\u4e86\u4e00\u4efd\u7206\u8868\u7684\u5b63\u5ea6\u8d22\u62a5\uff0c\u628a\u6f5c\u53f0\u8bcd\u8bf4\u5f97\u660e\u660e\u767d\u767d\uff1aAI \u6570\u636e\u4e2d\u5fc3\u5c31\u662f\u8fd9\u8f6e\u5468\u671f\u7684\u6838\u5fc3\u3002\u719f\u6089\u7684\u8f6c\u6298\u51fa\u73b0\u4e86\uff1a\u6570\u636e\u8d8a\u597d\uff0c\u5e02\u573a\u7684\u9884\u671f\u6807\u51c6\u8d8a\u9ad8\uff0c\u4ea4\u6613\u8005\u5c31\u8d8a\u5feb\u53bb\u6d4b\u8bd5\u6709\u591a\u5c11\u5df2\u88ab\u8ba1\u5165\u80a1\u4ef7\u3002\u968f\u7740\u8d85\u5927\u4e91\u5382\u5546\u4ecd\u5728\u5411 GPU\u3001\u4ea4\u6362\u673a\u3001HBM \u548c\u5b9a\u5236\u7845\u7247\u6295\u653e\u8d44\u672c\u652f\u51fa\uff0c\u82af\u7247\u677f\u5757\u4ecd\u662f\u5e02\u573a\u5bf9 AI \u5efa\u8bbe\u6700\u8bda\u5b9e\u7684\u98ce\u5411\u6807\u3002\u4eca\u5929\u6309\u5173\u6ce8\u5ea6\u4e0e\u76d8\u9762\u5f71\u54cd\u529b\u6392\u540d\u7684\u524d\u4e94\u540d\uff1aMicron\u3001Nvidia\u3001AMD\u3001Broadcom \u548c Intel\u3002<\/p>\n<h3>1. Micron Technology (MU) \u2014 AI \u5185\u5b58\u5229\u597d\uff0c\u4f46\u80a1\u4ef7\u4e0b\u632b<\/h3>\n<p>\u4eca\u5929\u5438\u5f15\u6ce8\u610f\u7684\u539f\u56e0\uff1a\u7b2c\u4e8c\u8d22\u5b63\u7684\u9707\u64bc\u4e1a\u7ee9\u3002\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u4e3a 12.20 \u7f8e\u5143\uff0c\u8425\u6536 238.6 \u4ebf\u7f8e\u5143\uff0c\u539f\u672c\u5e02\u573a\u5bf9 AI \u5185\u5b58\u4ef7\u683c\u8d70\u5f3a\u7684\u9884\u671f\u5df2\u88ab\u4e0d\u65ad\u62ac\u9ad8\u3002\u60c5\u5883\u672c\u5c31\u6210\u719f\uff1b\u62a5\u544a\u540e\u80a1\u4ef7\u4ecd\u4e0b\u8dcc 3.77% \u81f3 444.27 \u7f8e\u5143\uff0c\u6295\u8d44\u8005\u5728\u89e3\u6790\u54ea\u4e9b\u662f\u5b9e\u6253\u5b9e\u7684\u8d85\u9884\u671f\uff0c\u54ea\u4e9b\u53ea\u662f\u201c\u8ffd\u4e0a\u4e86\u5c0f\u9053\u6d88\u606f\u201d\u3002\u5e95\u5c42\u4fe1\u606f\u5f88\u6e05\u695a\uff1aAI \u6570\u636e\u4e2d\u5fc3\u9700\u6c42\u4ecd\u7136\u662f\u589e\u957f\u5f15\u64ce\uff0cHBM \u4f9b\u5e94\u7d27\u5f20\u4f9d\u7136\u6709\u5229\u4e8e\u5229\u6da6\u7387\u3002\u5feb\u901f\u4ea4\u6613\u753b\u50cf\uff1a\u9ad8\u8d1d\u5854\u7684\u5185\u5b58\u98ce\u5411\u6807\u3002\u671f\u6743\u5438\u94c1\u77f3\u3002\u4f5c\u4e3a\u62e5\u6324\u7684 AI \u4ee3\u7406\uff0c\u65e2\u6709\u8d8b\u52bf\u6e38\u8d44\u4e5f\u6709\u957f\u671f\u591a\u5934\u540c\u4e58\u4e00\u6ce2\u3002\u7ed9\u6295\u8d44\u8005\u7684\u5173\u952e\u7ed3\u8bba\uff1aAI \u5185\u5b58\u4e0a\u884c\u5468\u671f\u662f\u771f\u5b9e\u5b58\u5728\u7684\uff0c\u4f46\u80a1\u7968\u73b0\u5728\u8fdb\u5165\u4e86\u6267\u884c\u7684\u5e73\u6ed1\u8def\u5f84\u3002\u5173\u6ce8 HBM \u4ea7\u80fd\u65b0\u589e\u3001\u6bdb\u5229\u7387\u901f\u5ea6\uff0c\u4ee5\u53ca\u4f9b\u9700\u4f55\u65f6\u8d8b\u4e8e\u5e73\u8861\u3002\u5982\u679c HBM \u7ee7\u7eed\u7d27\u5f20\uff0c\u5b9a\u4ef7\u6743\u5c31\u80fd\u7ef4\u6301\uff1b\u82e5\u653e\u677e\uff0c\u5185\u5b58\u5468\u671f\u7684\u5747\u503c\u56de\u5f52\u5c06\u5728\u6700\u7cdf\u7cd5\u7684\u65f6\u523b\u91cd\u65b0\u53d1\u6325\u4f5c\u7528\u3002<\/p>\n<h3>2. Nvidia (NVDA) \u2014 \u5728 Micron \u8bfb\u900f\u4e0b\u7684 AI \u9738\u4e3b<\/h3>\n<p>\u4eca\u5929\u5438\u5f15\u6ce8\u610f\u7684\u539f\u56e0\uff1a\u5e76\u65e0\u72ec\u7acb\u5934\u6761\uff0c\u4f46 Micron \u7684\u4e1a\u7ee9\u9a8c\u8bc1\u4e86\u586b\u5145 Nvidia \u8ba2\u5355\u79ef\u538b\u7684\u66f4\u5e7f\u6cdb AI \u57fa\u7840\u8bbe\u65bd\u70ed\u6f6e\u3002\u9664\u975e\u52a0\u901f\u5668\u9500\u552e\u706b\u7206\uff0c\u5426\u5219\u5185\u5b58\u5382\u5546\u4e0d\u4f1a\u6253\u5370\u51fa\u90a3\u6837\u7684\u6570\u5b57\u3002\u534e\u5c14\u8857\u4f9d\u8d56\u8fd9\u79cd\u8bfb\u900f\u6765\u5224\u65ad\u6570\u636e\u4e2d\u5fc3\u9700\u6c42\u53ca AI \u5de5\u4f5c\u8d1f\u8f7d\u7684\u6301\u4e45\u6027\uff0c\u540c\u65f6\u5173\u6ce8\u56f4\u7ed5\u5185\u5b58\u4e0e\u7f51\u7edc\u7684\u4f9b\u5e94\u9650\u5236\uff0c\u8fd9\u4e9b\u9650\u5236\u4f1a\u6390\u4f4f\u51fa\u8d27\u91cf\u800c\u975e\u9700\u6c42\u3002\u5feb\u901f\u4ea4\u6613\u753b\u50cf\uff1a\u786e\u5b9a VIX \u60c5\u7eea\u7684\u5de8\u5934\u6d41\u52a8\u6027\u951a\u3002\u91cf\u5316\u548c\u4e3b\u89c2\u8d44\u91d1\u7684\u52a8\u91cf\u6838\u5fc3\u6301\u4ed3\u3002\u7ade\u4e89\u5bf9\u624b\u7684\u6bcf\u4e00\u53e5\u6307\u5f15\u90fd\u5728\u4ea4\u6613\u8fd9\u6761\u884c\u60c5\u3002\u7ed9\u6295\u8d44\u8005\u7684\u5173\u952e\u7ed3\u8bba\uff1a\u95ee\u9898\u4e0d\u662f\u9700\u6c42\uff0c\u800c\u662f\u4f9b\u5e94\u3001\u4ea7\u54c1\u5207\u6362\u65f6\u673a\u4e0e\u4f30\u503c\u3002\u5173\u6ce8\u4e0b\u4e00\u4ee3 GPU \u7684\u8282\u594f\u3001\u7f51\u7edc\u9644\u7740\u7387\uff0c\u4ee5\u53ca HBM \u4e0e\u4e92\u8054\u4f9b\u7ed9\u662f\u5426\u8d76\u4e0a\u6765\u3002\u5982\u679c\u5173\u952e\u539f\u6599\u4fdd\u6301\u7d27\u4fcf\uff0cNvidia \u5c06\u7ee7\u7eed\u638c\u63e1\u5b9a\u4ef7\u6743\u4e0e\u4ea7\u54c1\u7ec4\u5408\uff1b\u4e00\u65e6\u653e\u677e\uff0c\u5e02\u573a\u4f1a\u5728\u6570\u636e\u95ea\u73b0\u4e4b\u524d\u5f00\u59cb\u5bf9\u4f30\u503c\u591a\u4e2a\u70b9\u8fdb\u884c\u538b\u7f29\u3002<\/p>\n<h3>3. Advanced Micro Devices (AMD) \u2014 \u7b2c\u4e8c\u4f9b\u8d27\u65b9\u7684\u70ed\u5ea6\u9047\u5230\u6267\u884c\u78e8\u783a<\/h3>\n<p>\u4eca\u5929\u5438\u5f15\u6ce8\u610f\u7684\u539f\u56e0\uff1a\u5e02\u573a\u559c\u6b22\u786e\u8ba4\u3002Micron \u7684 AI \u6570\u636e\u4e2d\u5fc3\u53d9\u4e8b\u4e0e AMD \u7684\u52a0\u901f\u5668\u548c\u670d\u52a1\u5668 CPU \u63d0\u901f\u76f8\u4e92\u547c\u5e94\u3002AMD \u80a1\u4ef7\u4e0a\u6da8 2.89% \u81f3 205.27 \u7f8e\u5143\uff0c\u63d0\u9192\u5927\u5bb6\u201c\u5bf9 AI \u57fa\u7840\u8bbe\u65bd\u6709\u5229\u201d\u540c\u6837\u5229\u597d\u7b2c\u4e8c\u4f9b\u8d27\u65b9\u3002\u6311\u6218\u662f\u73b0\u5b9e\u7684\uff1a\u5728\u8d85\u5927\u4e91\u5382\u5546\u5904\u6269\u5927 AI \u52a0\u901f\u5668\u51fa\u8d27\u540c\u65f6\u5b88\u4f4f PC \u4e0e\u4e3b\u673a\u5e02\u573a\u4efd\u989d\u662f\u4e00\u573a\u6742\u800d\u3002\u5feb\u901f\u4ea4\u6613\u753b\u50cf\uff1a\u5bf9 AI \u9ad8\u8d1d\u5854\u655e\u53e3\u5e76\u5177\u591a\u9762\u6545\u4e8b\u3002\u88ab\u52a8\u3001\u4e8b\u4ef6\u9a71\u52a8\u57fa\u91d1\u4e0e\u6563\u6237\u671f\u6743\u9ad8\u5ea6\u6d41\u91cf\u805a\u96c6\u3002\u7531\u4e8e\u4f30\u503c\u5df2\u5305\u542b\u672a\u6765\u7684\u6536\u76ca\uff0c\u80a1\u4ef7\u5bf9\u4ea4\u4ed8\u65f6\u95f4\u66f4\u4e3a\u654f\u611f\u3002\u7ed9\u6295\u8d44\u8005\u7684\u5173\u952e\u7ed3\u8bba\uff1a\u5173\u6ce8\u4f01\u4e1a\u4e0e\u4e91\u7aef\u5bf9 AI \u52a0\u901f\u5668\u7684\u91c7\u7eb3\u66f2\u7ebf\u3001\u5185\u5b58\u4e0e\u5c01\u88c5\u7684\u4f9b\u5e94\u94fe\u914d\u5408\uff0c\u4ee5\u53ca\u6570\u636e\u4e2d\u5fc3 CPU \u7684\u4efd\u989d\u63d0\u5347\u3002\u5956\u8d4f\u5f88\u5927\uff0c\u4f46\u5e02\u573a\u4f1a\u8981\u6c42\u8fde\u7eed\u6027\u7684\u8bc1\u660e\uff0c\u800c\u975e\u65b0\u95fb\u7a3f\u3002\u6b63\u9762\u7684 AI \u8bfb\u900f\u6709\u5e2e\u52a9\uff0c\u4f46 AMD \u5fc5\u987b\u628a\u8bbe\u8ba1\u80dc\u5229\u8f6c\u5316\u4e3a\u89c4\u6a21\u5316\u6536\u5165\uff0c\u540c\u65f6\u4e0d\u8ba9\u5229\u6da6\u7387\u4e0b\u6ed1\u3002<\/p>\n<h3>4. Broadcom (AVGO) \u2014 AI \u7ba1\u9053\u7684\u4f4e\u8c03\u5784\u65ad\u8005<\/h3>\n<p>\u4eca\u5929\u5438\u5f15\u6ce8\u610f\u7684\u539f\u56e0\uff1a\u5982\u679c AI \u6570\u636e\u4e2d\u5fc3\u5728\u56e4\u79ef\u5185\u5b58\uff0c\u5b83\u4eec\u4e5f\u5728\u56e4\u79ef\u7f51\u7edc\u3001\u5b9a\u5236\u7845\u7247\u4e0e\u8fde\u63a5\u7ec4\u4ef6\u3002Micron \u7684\u6570\u636e\u652f\u6491\u4e86\u5bb9\u91cf\u6269\u5efa\u5e76\u672a\u653e\u7f13\u7684\u89c2\u70b9\uff0c\u8fd9\u4f7f\u5f97 Broadcom \u7684 AI \u7f51\u7edc\u4e0e ASIC \u5f15\u64ce\u6301\u7eed\u8fd0\u8f6c\u3002\u8be5\u80a1\u968f\u8d85\u5927\u4e91\u5382\u5546\u9884\u7b97\u7684\u987a\u98ce\u800c\u884c\uff0c\u4e91\u4e0e\u7535\u5546\u5de8\u5934\u7684\u8d44\u4ea7\u8d1f\u503a\u8868\u6b63\u597d\u80fd\u652f\u6491\u8fd9\u79cd\u5f00\u652f\u3002\u5feb\u901f\u4ea4\u6613\u753b\u50cf\uff1a\u5927\u5e02\u503c\u7684\u590d\u5408\u578b\u4f01\u4e1a\uff0c\u620f\u5267\u6027\u8f83\u5c11\u4f46\u73b0\u91d1\u6d41\u66f4\u5f3a\u3002\u76f8\u6bd4\u7eaf\u8ba1\u7b97\u7c7b\u516c\u53f8\u8d1d\u5854\u66f4\u4f4e\uff0c\u662f\u90a3\u4e9b\u60f3\u8981\u53c2\u4e0e AI \u4f46\u89c4\u907f\u5355\u4e00 GPU \u98ce\u9669\u7684\u8d44\u91d1\u7684\u5173\u952e\u201c\u94f2\u5b50\u4e0e\u77ff\u9550\u201d\u6807\u7684\u3002\u7ed9\u6295\u8d44\u8005\u7684\u5173\u952e\u7ed3\u8bba\uff1a\u8ba2\u5355\u79ef\u538b\u8d28\u91cf\u4e0e AI \u7f51\u7edc\u4ea7\u54c1\u5360\u6bd4\u6bd4\u5b63\u5ea6\u566a\u97f3\u66f4\u91cd\u8981\u3002\u8ffd\u8e2a\u4ea4\u6362\u673a\u3001\u5149\u6a21\u5757\u7684\u9644\u7740\u7387\uff0c\u4ee5\u53ca\u5728\u4e3b\u8981\u4e91\u5382\u7684\u5b9a\u5236\u7845\u7247\u7275\u5f15\u529b\u3002\u5982\u679c AI \u5de5\u4f5c\u8d1f\u8f7d\u5728\u5404\u5782\u76f4\u884c\u4e1a\u6269\u5c55\uff0cBroadcom \u7684\u6536\u8d39\u7ad9\u5c06\u6301\u7eed\u6536\u8d39\u3002\u98ce\u9669\u5728\u4e8e\u5355\u5143\u589e\u957f\u5728\u8857\u5934\u91cd\u65b0\u6821\u51c6\u4f30\u503c\u4e4b\u524d\u51fa\u73b0\u6b63\u5e38\u5316\u3002<\/p>\n<h3>5. Intel (INTC) \u2014 \u5fc5\u987b\u6bd4\u65f6\u95f4\u66f4\u5feb\u7684\u8f6c\u578b<\/h3>\n<p>\u4eca\u5929\u5438\u5f15\u6ce8\u610f\u7684\u539f\u56e0\uff1a\u662f\u5173\u6ce8\u800c\u975e\u5d07\u656c\u3002Micron \u7684 AI \u9a8c\u8bc1\u6709\u5229\u4e8e\u6bcf\u4e2a\u6570\u636e\u4e2d\u5fc3\u4f9b\u5e94\u5546\uff0c\u4f46 Intel \u7684\u6545\u4e8b\u53d6\u51b3\u4e8e\u4e24\u70b9\uff1a\u5728\u8ba1\u7b97\u7aef\u91cd\u83b7\u7ade\u4e89\u529b\uff0c\u4ee5\u53ca\u8bc1\u660e\u4ee3\u5de5\u4e1a\u52a1\u80fd\u6269\u5c55\u4e3a\u6709\u5229\u53ef\u56fe\u3001\u4e14\u5728\u5730\u7f18\u653f\u6cbb\u4e0a\u53d7\u9752\u7750\u7684\u66ff\u4ee3\u65b9\u6848\u3002\u968f\u7740 AI PC \u4e0e\u8fb9\u7f18\u63a8\u7406\u53d9\u4e8b\u5174\u8d77\uff0c\u5e02\u573a\u6b63\u8bd5\u56fe\u5224\u65ad Intel 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