{"id":629817,"date":"2026-04-08T03:23:22","date_gmt":"2026-04-08T10:23:22","guid":{"rendered":"https:\/\/nai500.com\/?p=629817"},"modified":"2026-04-08T03:23:22","modified_gmt":"2026-04-08T10:23:22","slug":"nvda-avgo-aapl-googl-amd","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/04\/nvda-avgo-aapl-googl-amd\/","title":{"rendered":"\u79d1\u6280\u76e4\u9762\uff1aNVDA\u3001AVGO\u3001AAPL\u3001GOOGL\u3001AMD \u9818\u6f32\u52d5\u5411"},"content":{"rendered":"

\u505c\u706b\u982d\u689d\u58d3\u4f4e\u4e86\u539f\u6cb9\u4e26\u63d0\u632f\u4e86\u98a8\u96aa\u504f\u597d\uff0c\u79d1\u6280\u677f\u584a\u5728\u4e00\u6ce2\u60c5\u7dd2\u7de9\u89e3\u7684\u53cd\u5f48\u4e2d\u505a\u4e86\u5b83\u64c5\u9577\u7684\u4e8b\uff1a\u63a5\u904e\u63a5\u529b\u68d2\u4e26\u885d\u523a\u3002\u5728\u7f8e\u570b\u8207\u4f0a\u6717\u9054\u6210\u66ab\u6642\u6027\u5354\u8b70\u7684\u6d88\u606f\u4f7f\u6cb9\u50f9\u4e0b\u6ed1\u3001\u50b5\u5238\u53d7\u5230\u8cb7\u76e4\u5f8c\uff0c\u5e02\u5834\u8f49\u5411\u6210\u9577\u3001\u6d41\u52d5\u6027\u4ee5\u53ca\u6240\u6709\u5e36\u6709 AI \u6545\u4e8b\u7684\u8cc7\u7522\u3002\u904e\u53bb\u516b\u5c0f\u6642\u5167\u6700\u6d3b\u8e8d\u7684\u677f\u584a\u4ecd\u662f\u4eca\u5e74\u5e36\u52d5\u5927\u76e4\u8d70\u9ad8\u7684\u90a3\u4e00\u89d2\uff1a\u534a\u5c0e\u9ad4\u8207\u5de8\u578b\u5e73\u53f0\u3002<\/p>\n

\u79d1\u6280\u80a1\u96a8\u6cb9\u50f9\u56de\u843d\u5c55\u958b\u53cd\u5f48<\/h3>\n

NVIDIA (NVDA) \u2013 AI \u8a02\u55ae\u80fd\u898b\u5ea6\u4ecd\u662f\u5e02\u5834\u6307\u5317\u661f<\/h3>\n

\u63a8\u52d5\u95dc\u6ce8\u7684\u56e0\u7d20\uff1a\u7576\u6cb9\u50f9\u56de\u843d\u3001\u6536\u76ca\u7387\u4e0b\u964d\u6642\uff0c\u6295\u8cc7\u8005\u6e67\u5411\u6d41\u52d5\u6027\u9818\u5c0e\u8005\u3002NVDA \u7684 AI \u6558\u4e8b\u4ecd\u7136\u6700\u6e05\u6670\uff0c\u56e0\u6b64\u7372\u5f97\u8cc7\u91d1\u56de\u6d41\u3002\u80a1\u50f9\u4e0a\u6f32 1.86% \u81f3 181.42\uff0c\u6210\u4ea4\u91cf 612 \u842c\u80a1\uff0c\u986f\u793a\u5728\u5b8f\u89c0\u58d3\u529b\u7de9\u89e3\u6642\uff0c\u8cc7\u91d1\u6703\u76f4\u63a5\u6d41\u5411\u6700\u5177\u78ba\u5b9a\u6027\u7684\u9577\u671f\u6210\u9577\u6a19\u7684\u3002<\/p>\n

\u4ea4\u6613\u7279\u5fb5\uff1aNVDA \u662f\u6d41\u52d5\u6027\u78c1\u9435\uff0c\u9ede\u5dee\u6975\u7a84\uff0c\u671f\u6b0a\u6210\u4ea4\u6d3b\u8e8d\uff0c\u7d93\u5e38\u4e3b\u5c0e\u6536\u76e4\u8d70\u52e2\u3002\u5b8f\u89c0\u74b0\u5883\u6709\u5229\u6642\u5bb9\u6613\u5f62\u6210\u65e5\u5167\u8da8\u52e2\uff0c\u6574\u6578\u95dc\u5361\u9644\u8fd1\u6ce2\u52d5\u88ab\u653e\u5927\u3002<\/h3>\n

\u95dc\u9375\u8981\u9ede\uff1a\u5e02\u5834\u4ecd\u5728\u70ba AI \u57fa\u790e\u8a2d\u65bd\u4e0b\u6ce8\u3002\u4f9b\u7d66\u7dca\u5f35\u8207\u6578\u64da\u4e2d\u5fc3\u8cc7\u672c\u652f\u51fa\u63d0\u4f9b\u652f\u6490\u3002\u4efb\u4f55\u5b8f\u89c0\u5f15\u767c\u7684\u56de\u8abf\u90fd\u6703\u5438\u5f15\u8cb7\u76e4\u3002\u8cc7\u91d1\u6d41\u8207\u5229\u6f64\u7387\u4ecd\u662f\u591a\u982d\u6838\u5fc3\u3002<\/h3>\n

Broadcom (AVGO) \u2013 AI \u57fa\u790e\u8a2d\u65bd\u4e2d\u7684\u7a69\u5b9a\u63a8\u9032\u8005<\/h3>\n

\u63a8\u52d5\u95dc\u6ce8\u7684\u56e0\u7d20\uff1aAVGO \u4e0a\u6f32 1.87% \u81f3 340.20\uff0c\u6210\u4ea4\u91cf 397 \u842c\u80a1\uff0c\u53d7\u76ca\u65bc AI \u7db2\u7d61\u8207\u5b9a\u5236\u6676\u7247\u9700\u6c42\u3002\u5229\u7387\u8207\u6cb9\u50f9\u56de\u843d\u63d0\u5347\u4e86\u8207\u6578\u64da\u4e2d\u5fc3\u541e\u5410\u91cf\u76f8\u95dc\u8cc7\u7522\u7684\u4f30\u503c\u3002<\/p>\n

\u4ea4\u6613\u7279\u5fb5\uff1a\u8d70\u52e2\u7a69\u5065\uff0c\u5448\u968e\u68af\u5f0f\u4e0a\u884c\uff0c\u6a5f\u69cb\u8cc7\u91d1\u9010\u6b65\u5efa\u5009\u3002\u671f\u6b0a\u5e02\u5834\u6df1\u5ea6\u5145\u8db3\uff0c\u80fd\u5438\u6536\u6ce2\u52d5\u3002<\/p>\n

\u95dc\u9375\u8981\u9ede\uff1a\u5176\u5728\u7db2\u7d61\u3001\u5b9a\u5236\u6676\u7247\u8207\u8edf\u9ad4\u4e0a\u7684\u591a\u5143\u5316\u5e03\u5c40\uff0c\u63d0\u4f9b\u7a69\u5b9a\u76c8\u5229\u8def\u5f91\u3002\u82e5\u53cd\u5f48\u5ef6\u7e8c\uff0c\u56de\u8cfc\u8207\u4f30\u503c\u63d0\u5347\u4ecd\u6709\u7a7a\u9593\u3002<\/p>\n

Apple (AAPL) \u2013 \u5de8\u982d\u9ad4\u91cf\u8207\u9ad8\u9810\u671f\u7684\u58d3\u529b<\/h3>\n

\u63a8\u52d5\u95dc\u6ce8\u7684\u56e0\u7d20\uff1a\u5118\u7ba1\u79d1\u6280\u677f\u584a\u6574\u9ad4\u8d70\u5f37\uff0cApple \u4e0b\u8dcc 2.07% \u81f3 253.49\uff0c\u53cd\u6620\u5e02\u5834\u5c0d\u5176\u6210\u9577\u7bc0\u594f\u7684\u654f\u611f\u6027\u3002\u7576\u8cc7\u91d1\u53ef\u7acb\u5373\u6295\u5165 AI \u6a19\u7684\u6642\uff0c\u5e02\u5834\u5c0d\u7b49\u5f85\u65b0\u7522\u54c1\u5468\u671f\u7f3a\u4e4f\u8010\u5fc3\u3002<\/p>\n

\u4ea4\u6613\u7279\u5fb5\uff1aETF \u8cc7\u91d1\u6838\u5fc3\uff0c\u96f6\u552e\u671f\u6b0a\u6d3b\u8e8d\uff0c\u4f3d\u746a\u6548\u61c9\u6703\u653e\u5927\u6ce2\u52d5\u3002\u6d41\u52d5\u6027\u6df1\u539a\uff0c\u4f46\u5728\u4e8b\u4ef6\u7a97\u53e3\u6ce2\u52d5\u53ef\u80fd\u88ab\u653e\u5927\u3002<\/h3>\n

\u95dc\u9375\u8981\u9ede\uff1a\u57fa\u672c\u9762\u7a69\u5065\uff0c\u4f46\u6558\u4e8b\u52d5\u80fd\u6e1b\u5f31\u3002\u5728\u7f3a\u4e4f\u65b0\u6210\u9577\u50ac\u5316\u6642\uff0c\u66f4\u50cf\u9ad8\u54c1\u8cea\u9632\u79a6\u8cc7\u7522\u3002\u82e5 AI \u6295\u8cc7\u71b1\u6f6e\u6301\u7e8c\uff0c\u5176\u76f8\u5c0d\u8868\u73fe\u53ef\u80fd\u627f\u58d3\u3002<\/h3>\n

Alphabet (GOOGL) \u2013 \u5ee3\u544a\u3001AI \u8207\u73fe\u91d1\u6d41\u512a\u52e2<\/h3>\n

\u63a8\u52d5\u95dc\u6ce8\u7684\u56e0\u7d20\uff1aGOOGL \u4e0a\u6f32 1.82% \u81f3 305.46\uff0c\u53d7\u76ca\u65bc\u7a69\u5b9a\u5ee3\u544a\u9700\u6c42\u8207 AI\u3001\u96f2\u696d\u52d9\u9032\u5c55\u3002\u5728\u5b8f\u89c0\u58d3\u529b\u6e1b\u5f31\u7684\u74b0\u5883\u4e0b\uff0c\u5176\u73fe\u91d1\u6d41\u8207\u591a\u91cd\u6210\u9577\u8def\u5f91\u53d7\u5230\u9752\u775e\u3002<\/h3>\n

\u4ea4\u6613\u7279\u5fb5\uff1a\u6d41\u52d5\u6027\u6df1\u539a\u3001\u6ce2\u52d5\u8f03\u4f4e\uff0c\u53d7\u6307\u6578\u8cc7\u91d1\u5f71\u97ff\u5927\u3002\u5229\u7387\u4e0b\u964d\u8207\u56e0\u5b50\u8f2a\u52d5\u6709\u5229\u65bc\u5176\u7a69\u5b9a\u4e0a\u884c\u3002<\/p>\n

\u95dc\u9375\u8981\u9ede\uff1aAI \u6295\u8cc7\u7af6\u722d\u52a0\u5287\u4e0b\uff0c\u5176\u5206\u767c\u80fd\u529b\u8207\u8cc7\u91d1\u5be6\u529b\u5177\u512a\u52e2\u3002\u82e5\u641c\u5c0b\u8207\u96f2\u696d\u52d9\u6301\u7e8c\u6539\u5584\uff0c\u5c07\u6301\u7e8c\u5438\u5f15\u8cc7\u91d1\u914d\u7f6e\u3002<\/h3>\n

Advanced Micro Devices (AMD) \u2013 \u6709\u5be6\u529b\u7684\u6b21\u7d1a\u53d7\u76ca\u8005<\/h3>\n

\u63a8\u52d5\u95dc\u6ce8\u7684\u56e0\u7d20\uff1aAMD \u8ddf\u96a8 AI \u6295\u8cc7\u4e3b\u7dda\u4e0a\u6f32\uff0c\u53d7\u76ca\u65bc\u96f2\u670d\u52d9\u5546\u591a\u5143\u4f9b\u61c9\u7b56\u7565\u8207 MI300 \u7522\u54c1\u63a8\u52d5\u3002\u6cb9\u50f9\u8207\u5229\u7387\u56de\u843d\u4f7f\u8cc7\u672c\u652f\u51fa\u53d7\u76ca\u8005\u91cd\u65b0\u53d7\u95dc\u6ce8\u3002<\/h3>\n

\u4ea4\u6613\u7279\u5fb5\uff1a\u8c9d\u5854\u9ad8\u65bc\u5927\u578b\u79d1\u6280\u80a1\uff0c\u5c0d\u65b0\u805e\u654f\u611f\uff0c\u6ce2\u52d5\u66f4\u5927\u3002\u671f\u6b0a\u8cc7\u91d1\u63a8\u52d5\u4e0b\u65e5\u5167\u5340\u9593\u8f03\u5bec\u3002<\/p>\n

\u95dc\u9375\u8981\u9ede\uff1aAI \u6295\u8cc7\u5468\u671f\u4ecd\u5728\u5ef6\u7e8c\uff0cAMD \u4f5c\u70ba\u66ff\u4ee3\u4f9b\u61c9\u5546\u5177\u4e0a\u884c\u6f5b\u529b\u3002\u9069\u5408\u627f\u53d7\u6ce2\u52d5\u7684\u6295\u8cc7\u8005\u3002<\/h3>\n

\u5b8f\u89c0\u8207\u5fae\u89c0\u4ea4\u532f<\/h3>\n

\u4eca\u65e5\u5e02\u5834\u8d70\u52e2\u5408\u7406\u3002\u505c\u706b\u6d88\u606f\u964d\u4f4e\u6cb9\u50f9\u4e26\u6e1b\u5c11\u5c3e\u90e8\u98a8\u96aa\uff0c\u4fc3\u4f7f\u8cc7\u91d1\u56de\u6d41\u9ad8\u98a8\u96aa\u8cc7\u7522\u3002\u7576\u6cb9\u50f9\u4e0b\u8dcc\u8207\u50b5\u5238\u4e0a\u6f32\u6642\uff0c\u5c0d\u5229\u7387\u654f\u611f\u7684\u79d1\u6280\u80a1\u53d7\u76ca\u3002\u8cc7\u91d1\u6d41\u9996\u5148\u9032\u5165\u9ad8\u6d41\u52d5\u6027\u6a19\u7684\uff0c\u800c\u534a\u5c0e\u9ad4\u8207\u5e73\u53f0\u516c\u53f8\u540c\u6642\u5177\u5099\u9632\u79a6\u8207\u6210\u9577\u7279\u6027\u3002<\/p>\n

\u8cc7\u91d1\u8f2a\u52d5\u660e\u986f\u3002\u80fd\u6e90\u677f\u584a\u56e0\u98a8\u96aa\u6ea2\u50f9\u4e0b\u964d\u800c\u56de\u843d\uff0c\u5468\u671f\u80a1\u7af6\u722d\u8cc7\u91d1\uff0c\u9632\u79a6\u80a1\u5438\u5f15\u529b\u4e0b\u964d\u3002\u79d1\u6280\u677f\u584a\u53ea\u9700\u4e0d\u4e0b\u8dcc\u5373\u53ef\u9818\u5148\uff0c\u800c\u771f\u6b63\u5177\u5099\u7522\u54c1\u5468\u671f\u8207\u73fe\u91d1\u6d41\u7684\u516c\u53f8\u7372\u5f97\u8cc7\u91d1\u96c6\u4e2d\u3002<\/p>\n

\u9019\u4e0d\u662f\u6295\u6a5f\u72c2\u6f6e\u3002\u6210\u4ea4\u91cf\u96c6\u4e2d\u5728\u6838\u5fc3\u6a19\u7684\uff0c\u671f\u6b0a\u8cc7\u91d1\u6d41\u4fdd\u6301\u7406\u6027\u3002NVDA \u8207 AVGO \u7372\u5f97\u5be6\u8cea\u8cb7\u76e4\uff0c\u800c\u975e\u77ed\u7dda\u6295\u6a5f\u3002Apple \u7684\u56de\u843d\u63d0\u9192\u5e02\u5834\u6558\u4e8b\u8f49\u8b8a\u7684\u91cd\u8981\u6027\u3002Alphabet \u5247\u5c55\u793a\u51fa\u7a69\u5065\u8cc7\u7522\u8ca0\u50b5\u8868\u7684\u50f9\u503c\u3002<\/p>\n

AI \u57fa\u790e\u8a2d\u65bd\u7684\u9577\u671f\u908f\u8f2f\u672a\u8b8a\u3002\u6539\u8b8a\u7684\u662f\u5b8f\u89c0\u74b0\u5883\uff1a\u5730\u7de3\u98a8\u96aa\u4e0b\u964d\u3001\u6cb9\u50f9\u56de\u843d\u3001\u5229\u7387\u7a69\u5b9a\u3002\u9019\u964d\u4f4e\u4e86\u52a0\u5009\u963b\u529b\u3002\u82e5\u80fd\u6e90\u6301\u7e8c\u75b2\u5f31\uff0c\u79d1\u6280\u677f\u584a\u4ecd\u6709\u9806\u98a8\uff1b\u5373\u4f7f\u6cb9\u50f9\u53cd\u5f48\uff0c\u9f8d\u982d\u516c\u53f8\u4ecd\u5177\u81ea\u8eab\u50ac\u5316\u56e0\u7d20\u3002<\/p>\n

\u6295\u8cc7\u8005\u8996\u89d2<\/h3>\n

\u5229\u7528\u5b8f\u89c0\u74b0\u5883\u6539\u5584\u4f86\u512a\u5316\u914d\u7f6e\u3002\u512a\u5148\u9078\u64c7\u5177\u5b9a\u50f9\u6b0a\u3001\u6d41\u52d5\u6027\u5f37\u4e14\u53d7\u76ca\u65bc AI \u6295\u8cc7\u7684\u6a19\u7684\uff0c\u540c\u6642\u95dc\u6ce8\u6558\u4e8b\u662f\u5426\u6e1b\u5f31\u3002\u82e5\u6cb9\u50f9\u8207\u5229\u7387\u4fdd\u6301\u7a69\u5b9a\uff0c\u534a\u5c0e\u9ad4\u8207\u5e73\u53f0\u516c\u53f8\u4ecd\u662f\u4e3b\u8981\u65b9\u5411\u3002\u4f46\u9700\u63a7\u5236\u5009\u4f4d\uff0c\u56e0\u5730\u7de3\u653f\u6cbb\u98a8\u96aa\u4ecd\u53ef\u80fd\u5feb\u901f\u56de\u6b78\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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