{"id":633616,"date":"2026-04-27T03:33:24","date_gmt":"2026-04-27T10:33:24","guid":{"rendered":"https:\/\/nai500.com\/?p=633616"},"modified":"2026-04-27T03:33:24","modified_gmt":"2026-04-27T10:33:24","slug":"sell-the-rip-nvda-dell-amd-smci-avgo","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/04\/sell-the-rip-nvda-dell-amd-smci-avgo\/","title":{"rendered":"Sell the Rip: NVDA, DELL, AMD, SMCI, AVGO \u9886\u8dcc\u79d1\u6280\u80a1"},"content":{"rendered":"

\u5bf9\u51b2\u57fa\u91d1\u518d\u6b21\u5229\u7528\u53cd\u5f39\u64a4\u51fa\u4ed3\u4f4d\u3002\u5927\u578b\u7ecf\u7eaa\u81ea\u8425\u4ea4\u6613\u53f0\u7684\u4ea4\u6613\u5458\u8868\u793a\uff0c\u4e13\u4e1a\u8d44\u91d1\u5728\u4e0a\u6da8\u65f6\u9009\u62e9\u51cf\u4ed3\uff0c\u800c\u4e0d\u662f\u8ffd\u6da8\u3002\u6362\u53e5\u8bdd\u8bf4\uff1a\u5f53\u5e02\u573a\u8fdb\u5165\u98ce\u9669\u504f\u597d\u9636\u6bb5\uff0c\u806a\u660e\u8d44\u91d1\u4f1a\u501f\u673a\u627e\u5230\u4e70\u76d8\u5e76\u6084\u6084\u79bb\u573a\u3002<\/p>\n

\u79d1\u6280\u80a1\u9886\u8dcc\u540c\u65f6\u57fa\u91d1\u51fa\u8131\u98ce\u9669<\/h3>\n

\u5728\u8fc7\u53bb\u516b\u5c0f\u65f6\u5185\uff0cAI \u57fa\u7840\u8bbe\u65bd\u660e\u663e\u662f\u5e02\u573a\u4e0a\u6700\u6d3b\u8dc3\u7684\u9886\u57df\u3002\u534a\u5bfc\u4f53\u3001\u670d\u52a1\u5668\u4e0e\u7f51\u7edc\u8bbe\u5907\u62ff\u8d70\u4e86\u4ea4\u6613\u91cf\u4e0e\u65b0\u95fb\u7126\u70b9\u3002Nvidia \u6301\u7eed\u4ee5\u6bcf\u7f8e\u5143 AI \u8868\u73b0\u7684\u65b0\u4e00\u8f6e\u53d9\u4e8b\u5438\u5f15\u6ce8\u610f\u3002Dell \u7684 AI \u670d\u52a1\u5668\u8ba2\u5355\u79ef\u538b\u4ecd\u662f\u4efb\u4f55\u8bd5\u56fe\u6a21\u62df\u8d85\u5927\u89c4\u6a21\u4e91\u7aef\u8d44\u672c\u652f\u51fa\u7684\u4eba\u7684\u6838\u5fc3\u5173\u6ce8\u3002\u8868\u9762\u4e4b\u4e0b\uff0c\u76d8\u9762\u6709\u5178\u578b\u7684\u53bb\u98ce\u9669\u5473\u9053\uff1a\u5148\u5c0f\u5e45\u4e0a\u51b2\u3001\u51fa\u73b0\u6d41\u52a8\u6027\u7a97\u53e3\uff0c\u7136\u540e\u662f\u57fa\u91d1\u5728\u5f3a\u52bf\u65f6\u524a\u51cf\u603b\u66dd\u9669\u7559\u4e0b\u7684\u201c\u5356\u9ad8\u201d\u75d5\u8ff9\u3002\u51c0\u6548\u679c\u662f\u8fd9\u4e2a\u677f\u5757\u770b\u8d77\u6765\u5728\u5c4f\u5e55\u4e0a\u5f88\u70ed\uff0c\u4f46\u5185\u90e8\u8d44\u91d1\u6b63\u5728\u6084\u6084\u7f29\u51cf\u4ed3\u4f4d\u3002<\/p>\n

\u4eca\u65e5\u524d\u4e94\u5927 AI \u4e0e\u534a\u5bfc\u4f53\u4e2a\u80a1<\/h3>\n

1) Nvidia Corporation (NVDA)<\/h3>\n

\u4eca\u65e5\u53d7\u5173\u6ce8\u539f\u56e0\uff1aAI \u9738\u4e3b\u53d9\u4e8b\u518d\u6b21\u4e3b\u5bfc\u3002\u7ba1\u7406\u5c42\u5f3a\u8c03\u5176\u52a0\u901f\u8ba1\u7b97\u7684\u6027\u80fd\u4f18\u52bf\uff0c\u5e02\u573a\u5bf9 GPU \u9f99\u5934\u7684\u6bcf\u4e2a\u4fe1\u53f7\u4f9d\u7136\u9ad8\u5ea6\u654f\u611f\u3002\u4efb\u4f55\u5173\u4e8e\u6570\u636e\u4e2d\u5fc3\u5bb9\u91cf\u3001\u4e0b\u4e00\u4ee3\u4ea7\u54c1\u6216\u4f9b\u5e94\u8282\u594f\u7684\u6d88\u606f\u90fd\u4f1a\u653e\u5927\u6210\u4ea4\u3002<\/p>\n

\u4ea4\u6613\u901f\u5199\uff1a\u8d85\u5927\u5e02\u503c\u5e26\u6765\u6df1\u5ea6\u6d41\u52a8\u6027\uff0c\u671f\u6743\u6d3b\u8dc3\u3002NVDA \u5728\u6709\u65b0\u95fb\u9a71\u52a8\u65f6\u662f\u5178\u578b\u7684 gamma \u653e\u5927\u5668\uff0c\u4ef7\u683c\u6ce2\u52a8\u8fc5\u901f\u3002\u6210\u4ea4\u5145\u8db3\uff0c\u4f46\u5728\u8d44\u91d1\u51cf\u4ed3\u65f6\u4e5f\u5bb9\u6613\u51fa\u73b0\u8df3\u7a7a\u4e0e\u5feb\u901f\u56de\u64a4\u3002<\/p>\n

\u6295\u8d44\u4eba\u8981\u70b9\uff1a\u9f99\u5934\u4ecd\u662f\u9f99\u5934\uff0c\u4f46\u4e5f\u662f\u8d44\u91d1\u63d0\u6b3e\u673a\u3002\u53cd\u5f39\u4e2d\u9884\u8ba1\u6301\u7eed\u9047\u5230\u629b\u538b\uff0c\u56e0\u4e3a\u5bf9\u51b2\u57fa\u91d1\u5728\u53bb\u6760\u6746\u3002\u82e5\u505a\u56de\u8c03\uff0c\u5e94\u7b49\u5f85\u8ba2\u5355\u8ba8\u8bba\u6536\u7d27\u4e14\u76d8\u9762\u80fd\u627f\u63a5\u5927\u5355\u3002<\/p>\n

2) Dell Technologies Inc. (DELL)<\/h3>\n

\u4eca\u65e5\u53d7\u5173\u6ce8\u539f\u56e0\uff1aAI \u670d\u52a1\u5668\u8ba2\u5355\u4e0e\u79ef\u538b\u89c4\u6a21\u6210\u4e3a\u6838\u5fc3\u53d9\u4e8b\u3002\u53bb\u5e74\u8d85\u8fc7 600 \u4ebf\u7f8e\u5143\u7684\u9700\u6c42\u4e0e\u6eda\u5165\u4eca\u5e74\u7684\u8ba2\u5355\uff0c\u652f\u6491\u591a\u5934\u5bf9\u7b97\u529b\u5468\u671f\u7684\u5224\u65ad\u3002<\/h3>\n

\u4ea4\u6613\u901f\u5199\uff1a\u4ece\u4f4e\u6ce2\u52a8\u4ef7\u503c\u80a1\u8f6c\u4e3a AI \u52a8\u91cf\u6807\u7684\uff0c\u6ce2\u52a8\u4e0e\u6d41\u52a8\u6027\u540c\u6b65\u63d0\u5347\u3002\u8d70\u52bf\u7c7b\u4f3c GPU \u5206\u914d\u4e0e\u4ea4\u4ed8\u8282\u594f\u7684\u4ee3\u7406\u3002<\/h3>\n

\u6295\u8d44\u4eba\u8981\u70b9\uff1a\u79ef\u538b\u771f\u5b9e\u5b58\u5728\uff0c\u4f46\u5229\u6da6\u5151\u73b0\u624d\u662f\u5173\u952e\u3002\u8d44\u91d1\u82e5\u51cf\u4ed3\uff0c\u5f80\u5f80\u5728\u5229\u597d\u65b0\u95fb\u9ad8\u70b9\u53cd\u5411\u64cd\u4f5c\u3002<\/p>\n

3)Advanced Micro Devices, Inc. (AMD)<\/h3>\n

\u4eca\u65e5\u53d7\u5173\u6ce8\u539f\u56e0\uff1aAI GPU \u6269\u4ea7\u4e0e AI PC \u5468\u671f\u6301\u7eed\u9a71\u52a8\u5173\u6ce8\u3002\u6765\u81ea Nvidia \u4e0e\u670d\u52a1\u5668\u9700\u6c42\u7684\u5916\u6ea2\u9884\u671f\u5f3a\u5316\u5176\u5e02\u573a\u4f4d\u7f6e\u3002<\/p>\n

\u4ea4\u6613\u901f\u5199\uff1a\u9ad8\u8d1d\u5854\u3001\u53cd\u5c04\u6027\u5f3a\u3002\u4ef7\u683c\u5bf9\u7ade\u4e89\u5bf9\u624b\u4e0e\u4f01\u4e1a\u652f\u51fa\u4fe1\u53f7\u654f\u611f\uff0c\u671f\u6743\u653e\u5927\u6ce2\u52a8\u3002<\/p>\n

\u6295\u8d44\u4eba\u8981\u70b9\uff1a\u6838\u5fc3\u5728\u6267\u884c\u4e0e\u6e17\u900f\u7387\u63d0\u5347\u3002\u4ea4\u6613\u4e0a\u5e94\u89c6\u4e3a\u52a8\u91cf\u5de5\u5177\uff0c\u5e76\u8b66\u60d5\u8d44\u91d1\u51cf\u4ed3\u5e26\u6765\u7684\u53cd\u8f6c\u3002<\/p>\n

4)Super Micro Computer, Inc. (SMCI)<\/h3>\n

\u4eca\u65e5\u53d7\u5173\u6ce8\u539f\u56e0\uff1a\u670d\u52a1\u5668\u4e0e GPU \u9700\u6c42\u7684\u76f4\u63a5\u4f20\u5bfc\u6807\u7684\u3002\u5bf9\u4f9b\u5e94\u94fe\u3001\u4ea4\u671f\u548c\u4e91\u5382\u5546\u9700\u6c42\u53d8\u5316\u9ad8\u5ea6\u654f\u611f\u3002<\/h3>\n

\u4ea4\u6613\u901f\u5199\uff1a\u6781\u7aef\u6ce2\u52a8\uff0c\u9ad8\u98ce\u9669\u9ad8\u5f39\u6027\u3002\u6d41\u52a8\u6027\u5728\u538b\u529b\u4e0b\u8fc5\u901f\u6076\u5316\uff0c\u4ef7\u683c\u6613\u53d7\u6d88\u606f\u9a71\u52a8\u3002<\/p>\n

\u6295\u8d44\u4eba\u8981\u70b9\uff1a\u9002\u5408\u4ea4\u6613\uff0c\u4e0d\u9002\u5408\u957f\u671f\u91cd\u4ed3\u3002\u5e94\u4ee5\u5b9e\u9645\u51fa\u8d27\u4e0e\u4ea7\u80fd\u6269\u5f20\u4f5c\u4e3a\u5224\u65ad\u4f9d\u636e\u3002<\/p>\n

5)Broadcom Inc. (AVGO)<\/h3>\n

\u4eca\u65e5\u53d7\u5173\u6ce8\u539f\u56e0\uff1aAI \u7f51\u7edc\u4e0e\u5b9a\u5236\u82af\u7247\u9700\u6c42\u3002GPU \u96c6\u7fa4\u6269\u5c55\u5e26\u52a8\u5176\u4ea7\u54c1\u9700\u6c42\u3002<\/h3>\n

\u4ea4\u6613\u901f\u5199\uff1a\u673a\u6784\u6301\u4ed3\u4e3b\u5bfc\uff0c\u6ce2\u52a8\u8f83\u4f4e\u4f46\u8d8b\u52bf\u7a33\u5b9a\u3002\u9700\u6c42\u9a71\u52a8\u660e\u663e\u3002<\/p>\n

\u6295\u8d44\u4eba\u8981\u70b9\uff1a\u63d0\u4f9b\u66f4\u7a33\u5b9a\u7684 AI \u66dd\u53e3\uff0c\u5728\u9ad8\u8d1d\u5854\u8d44\u4ea7\u88ab\u629b\u552e\u65f6\u5177\u76f8\u5bf9\u4f18\u52bf\u3002<\/h3>\n

\u80fd\u6e90\u4e0e\u6d88\u8d39\u5faa\u73af\u80a1\u51fa\u73b0\u53d8\u91cf<\/h3>\n

\u5728 AI \u5360\u636e\u4e3b\u5bfc\u7684\u540c\u65f6\uff0c\u80fd\u6e90\u4e0e\u6d88\u8d39\u677f\u5757\u4e5f\u51fa\u73b0\u5f02\u5e38\u6ce2\u52a8\u3002Nine Energy Service \u4e0e Mega Fortune Company Limited \u7b49\u4e2a\u80a1\u7684\u6781\u7aef\u8868\u73b0\uff0c\u663e\u793a\u6295\u673a\u8d44\u91d1\u4ecd\u5728\u8fb9\u7f18\u9886\u57df\u6d3b\u8dc3\u3002\u8fd9\u4e9b\u6807\u7684\u867d\u975e\u5e02\u573a\u4e3b\u5bfc\uff0c\u4f46\u53cd\u6620\u51fa\u5728\u53bb\u98ce\u9669\u73af\u5883\u4e0b\uff0c\u8d44\u91d1\u4ecd\u5728\u5bfb\u627e\u9ad8\u6ce2\u52a8\u673a\u4f1a\u3002<\/p>\n

\u6295\u8d44\u4eba\u89c2\u70b9<\/h3>\n

\u806a\u660e\u8d44\u91d1\u5728\u4e0a\u6da8\u65f6\u5356\u51fa\uff0c\u79d1\u6280\u677f\u5757\u638c\u63a7\u6d41\u52a8\u6027\u901a\u9053\u3002AI \u786c\u4ef6\u65e2\u662f\u4e0a\u6da8\u5f15\u64ce\uff0c\u4e5f\u662f\u4f9b\u7ed9\u6765\u6e90\u3002\u5e94\u5c0a\u91cd\u8d44\u91d1\u6d41\u5411\uff0c\u4f18\u5148\u9009\u62e9\u5177\u7a33\u5b9a\u73b0\u91d1\u6d41\u7684\u516c\u53f8\uff0c\u907f\u514d\u8ffd\u9010\u9ad8\u6ce2\u52a8\u6807\u7684\uff0c\u5e76\u5c06\u5f3a\u52bf\u5f00\u76d8\u89c6\u4e3a\u6f5c\u5728\u51cf\u4ed3\u7a97\u53e3\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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