{"id":634677,"date":"2026-05-01T01:30:55","date_gmt":"2026-05-01T08:30:55","guid":{"rendered":"https:\/\/nai500.com\/?p=634677"},"modified":"2026-05-01T01:30:55","modified_gmt":"2026-05-01T08:30:55","slug":"8-33","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/05\/8-33\/","title":{"rendered":"8\u53ea\u503c\u5f97\u5173\u6ce8\u7684\u4e2d\u56fd\u4eba\u5de5\u667a\u80fd\u80a1\u7968\uff0c\u6b63\u503c\u534e\u4e3a\u82af\u7247\u6fc0\u589e\u4e4b\u9645"},"content":{"rendered":"

\u534e\u4e3a\u7684AI\u82af\u7247\u8ba2\u5355\u7c3f\u6b63\u5728\u81a8\u80c0\uff0c\u56e0\u4e3a\u7f8e\u56fd\u7684\u51fa\u53e3\u7ba1\u5236\u5728\u4e16\u754c\u4e0a\u6700\u5927\u7684\u6d77\u5916\u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u6d6a\u6f6e\u4e2d\u5c06Nvidia\u8fb9\u7f18\u5316\u3002\u76f4\u63a5\u7ed3\u679c\u662f\u4e2d\u56fd\u7684\u8ba1\u7b97\u6808\u51b3\u5b9a\u6027\u5730\u5411\u672c\u571f\u7845\u7247\u3001\u8f6f\u4ef6\u548c\u7cfb\u7edf\u96c6\u6210\u8f6c\u5411\u5e76\u5b9e\u73b0\u89c4\u6a21\u5316\u3002\u66f4\u5927\u7684\u6545\u4e8b\u662f\u5e02\u573a\u4efd\u989d\u3001\u4f9b\u5e94\u94fe\u97e7\u6027\uff0c\u4ee5\u53ca\u66f4\u5feb\u7684\u4e0a\u5e02\u8282\u594f\uff0c\u8fd9\u4e9b\u6b63\u5f00\u59cb\u5728\u6c7d\u8f66\u3001\u8fb9\u7f18\u8ba1\u7b97\u548c\u7eff\u8272\u80fd\u6e90\u9886\u57df\u4ea7\u751f\u8fde\u9501\u53cd\u5e94\u3002\u5bf9\u6295\u8d44\u8005\u800c\u8a00\uff0c\u8fd9\u5e76\u975e\u4e00\u6b21\u6027\u7684\u66ff\u4ee3\u6545\u4e8b\uff0c\u800c\u662f\u4ee5\u653f\u7b56\u3001\u5e73\u53f0\u6210\u719f\u5ea6\u548c\u65e5\u76ca\u81ea\u4fe1\u7684\u51fa\u53e3\u673a\u5236\u4e3a\u951a\u7684\u5347\u7ea7\u5468\u671f\u7684\u5f00\u7aef\u3002<\/p>\n

\u534e\u4e3aAI\u82af\u7247\u6fc0\u589e\uff0cNvidia\u5728\u4e2d\u56fd\u53d7\u963b<\/h3>\n

\u968f\u7740\u5bf9Nvidia\u7684\u9500\u552e\u5728\u6536\u7d27\u7684\u7ba1\u5236\u4e0b\u5728\u4e2d\u56fd\u505c\u6ede\uff0c\u4e2d\u56fd\u4e91\u548c\u4e92\u8054\u7f51\u5e73\u53f0\u5df2\u5bf9\u534e\u4e3a\u6700\u65b0\u7684AI\u5904\u7406\u5668\u4e0b\u8fbe\u5927\u989d\u8ba2\u5355\u3002\u6839\u636e\u884c\u4e1a\u6570\u636e\uff0c2025\u5e74\u4e2d\u56fd\u82af\u7247\u5382\u5546\u5408\u8ba1\u4e3a\u56fd\u5185\u670d\u52a1\u5668\u4ea4\u4ed8\u4e86165\u4e07\u5757AI GPU\uff0c\u4f30\u8ba1\u5df2\u90e8\u7f72\u5927\u7ea6400\u4e07\u53f0\u8bbe\u5907\u4e2d\u7684\u4e00\u90e8\u5206\u3002\u534e\u4e3a\u4ee5812,000\u53f0\u5f15\u9886\u672c\u5730\u51fa\u8d27\uff0c\u800cNvidia\u5728\u4e2d\u56fd\u7684\u4efd\u989d\u4ece\u5927\u7ea695\uff05\u4e0b\u964d\u5230\u7ea655\uff05\uff0c\u56e0\u4e3a\u5bf9\u5148\u8fdbAI GPU\u7684\u5168\u9762\u51fa\u53e3\u7981\u4ee4\u57282025\u5e744\u6708\u751f\u6548\u3002\u8fd9\u4e00\u8f6c\u5411\u6b63\u5728\u8f6c\u5316\u4e3a\u57fa\u4e8eAscend\u7684\u673a\u67b6\u7ea7\u7cfb\u7edf\u7684\u6301\u7eed\u91c7\u8d2d\uff0c\u5e76\u4e14\u56f4\u7ed5\u534e\u4e3a\u7684MindSpore\u6846\u67b6\u4e0eKunpeng\u8ba1\u7b97\u7684\u8f6f\u4ef6\u6808\u6b63\u5728\u8fc5\u901f\u786c\u5316\u3002\u66fe\u7ecf\u6709\u5229\u4e8eNvidia\u7684\u4ef7\u683c\u8868\u73b0\u5dee\u8ddd\u6b63\u5728\u7f29\u5c0f\uff0c\u56e0\u4e3a\u4e2d\u56fd\u5382\u5546\u5728\u82af\u7247\u3001\u677f\u5361\u3001\u4e92\u8fde\u548c\u7535\u6e90\u7b49\u7cfb\u7edf\u5c42\u9762\u8fdb\u884c\u4f18\u5316\u3002\u672c\u5468\u4e00\u5bb6\u5356\u65b9\u7814\u7a76\u53f0\u5c06\u91c7\u8d2d\u5468\u671f\u63cf\u8ff0\u4e3a\u201c\u4ea4\u94a5\u5319\u3001\u672c\u571f\u5316\u5e76\u5728\u52a0\u901f\u201d\u3002<\/p>\n

\u653f\u7b56\u987a\u98ce\u3001\u5e73\u53f0\u548c\u4e2d\u56fd\u7684\u89c4\u6a21\u4f18\u52bf<\/h3>\n

\u5317\u4eac\u7684\u521b\u65b0\u653f\u7b56\u610f\u56fe\u660e\u786e\uff1a\u4e3a\u89c4\u6a21\u800c\u5efa\uff0c\u672c\u5730\u5316\u9ad8\u4ef7\u503c\u7ec4\u4ef6\uff0c\u5e76\u5c06\u4e92\u64cd\u4f5c\u6027\u653e\u5728\u6838\u5fc3\u4f4d\u7f6e\u3002\u6570\u636e\u4e2d\u5fc3\u91c7\u8d2d\u6307\u5357\u73b0\u5728\u9f13\u52b1\u672c\u571f\u5185\u5bb9\uff0c\u4f7f\u5f97\u8d85\u5927\u89c4\u6a21\u4e91\u3001\u8fd0\u8425\u5546\u548c\u7701\u7ea7\u4e91\u5f00\u59cb\u5728\u8bad\u7ec3\u548c\u63a8\u7406\u4e0a\u6807\u51c6\u5316\u672c\u5730\u52a0\u901f\u5668\u3002\u76f4\u63a5\u53d7\u76ca\u8005\u662f\u90a3\u4e9b\u80fd\u591f\u4ea4\u4ed8\u5177\u6709\u7ade\u4e89\u6027\u603b\u4f53\u62e5\u6709\u6210\u672c\u7684\u5b8c\u6574AI\u6808\u7684\u96c6\u6210\u5546\uff0c\u800c\u4e0d\u4ec5\u4ec5\u662f\u539f\u59cb\u82af\u7247FLOPS\u3002\u534e\u4e3a\u7684Ascend\u8f6f\u4ef6\u751f\u6001\uff0c\u4ece\u6a21\u578b\u5e93\u5230\u7f16\u8bd1\u5668\uff0c\u5df2\u5728\u91d1\u878d\u3001\u653f\u5e9c\u548c\u5236\u9020\u4e1a\u5de5\u4f5c\u8d1f\u8f7d\u4e2d\u6210\u719f\u5e76\u6295\u5165\u751f\u4ea7\u3002\u8be5\u5faa\u73af\u5177\u6709\u81ea\u6211\u5f3a\u5316\u6548\u5e94\uff1a\u6807\u51c6\u5316\u5e73\u53f0\u7f29\u77ed\u90e8\u7f72\u65f6\u95f4\uff0c\u89e3\u9501\u53ef\u590d\u5236\u7684\u7528\u4f8b\u5e76\u538b\u4f4e\u5355\u4f4d\u6210\u672c\u3002\u8fb9\u7f18\u90e8\u7f72\u7684\u8282\u594f\u4e5f\u5c06\u66f4\u5feb\uff0c\u5728\u6b64\u573a\u666f\u4e2d\u8ba1\u7b97\u5bc6\u5ea6\u3001\u80fd\u6548\u548c\u53ef\u7ef4\u62a4\u6027\u51b3\u5b9a\u80dc\u8005\u3002\u4e2d\u56fd\u7684\u5236\u9020\u6df1\u5ea6\u548c\u7269\u6d41\u80fd\u529b\u6b63\u662f\u5728\u635f\u76ca\u8868\u4e2d\u4f53\u73b0\u51fa\u6765\u7684\u4f18\u52bf\u3002<\/p>\n

\u6c7d\u8f66\u3001\u8fb9\u7f18\u8ba1\u7b97\u4e0e\u65b0\u7684\u51fa\u53e3\u98de\u8f6e<\/h3>\n

\u6c7d\u8f66\u662f\u98ce\u5411\u6807\u30022026\u5e74\u5317\u4eac\u8f66\u5c55\u4e0a\u8d85\u8fc71,450\u8f86\u8f66\u578b\uff08\u5305\u62ec181\u6b3e\u5168\u7403\u9996\u53d1\uff09\u5c55\u793a\u4e86\u4e2d\u56fd\u5728\u7535\u6c60\u5e73\u53f0\u3001\u9a7e\u9a76\u8f85\u52a9\u4e0e\u8f6f\u4ef6\u5b9a\u4e49\u529f\u80fd\u65b9\u9762\u7684\u4f18\u52bf\u3002XPeng\u3001BYD\u548c\u4e1c\u98ce\u2014Huawei\u5408\u8d44\u7684\u6613\u7ecf\uff08Yijing\uff09\u5c06\u81ea\u52a8\u7d27\u6025\u9a7e\u9a76\u548c\u8d85\u5feb\u5145\u7535\u7f6e\u4e8e\u6838\u5fc3\u5730\u4f4d\uff0c\u5e76\u7531\u65e5\u76ca\u672c\u571f\u5316\u7684\u8ba1\u7b97\u548c\u4f20\u611f\u5668\u6808\u652f\u6491\u3002\u4e2d\u56fd\u5df2\u7ecf\u6210\u4e3a\u4e16\u754c\u9886\u5148\u7684\u6c7d\u8f66\u51fa\u53e3\u56fd\uff0c\u4e0b\u4e00\u4e2a\u9636\u6bb5\u662f\u4e0e\u6c7d\u8f66\u4e00\u9053\u51fa\u552e\u7684\u8f6f\u4ef6\u4e0e\u670d\u52a1\u3002\u8fd9\u8981\u6c42\u4e3a\u6b27\u6d32\u3001\u4e2d\u4e1c\u3001\u62c9\u4e01\u7f8e\u6d32\u548c\u4e1c\u5357\u4e9a\u5728\u672c\u5730\u8fdb\u884cAI\u8bad\u7ec3\u4e0e\u63a8\u7406\u2014\u2014\u8fd9\u5bf9\u5728\u6570\u636e\u4e3b\u6743\u89c4\u5219\u4e0b\u4e3a\u5404\u5730\u533a\u6784\u5efa\u7279\u5b9a\u6808\u7684\u4e2d\u56fd\u5382\u5546\u6765\u8bf4\u975e\u5e38\u5951\u5408\u3002\u4e0d\u8fc7\u5e76\u975e\u5168\u662f\u987a\u98ce\uff1a\u4f0a\u6717\u6218\u4e89\u63a8\u9ad8\u4e86\u6d77\u5916\u5de5\u5382\u7684\u7269\u6d41\u4e0e\u6295\u5165\u6210\u672c\uff0c\u8feb\u4f7f\u6269\u5f20\u8ba1\u5212\u8c03\u6574\u3002\u4f46\u4e2d\u56fd\u4f01\u4e1a\u5728\u9002\u5e94\u3002\u73b0\u5728\u7684\u6253\u6cd5\u662f\u672c\u5730\u5316\uff0c\u5426\u5219\u522b\u60f3\u6210\u529f\uff0c\u5c31\u50cf\u683c\u529b\u7b49\u5236\u9020\u5546\u5f3a\u8c03\u4e0e\u4e1c\u9053\u56fd\u7ecf\u6d4e\u6574\u5408\u800c\u975e\u8fd0\u8425\u51fa\u53e3\u5b64\u5c9b\u4e00\u6837\u3002\u51c0\u6548\u5e94\u662f\u6d77\u5916\u8db3\u8ff9\u66f4\u6301\u4e45\uff0c\u4e3aAI\u3001\u7535\u529b\u7535\u5b50\u4e0e\u8fde\u901a\u6027\u521b\u9020\u4e86\u66f4\u4e30\u5bcc\u7684\u6e20\u9053\u3002<\/p>\n

\u5f53\u524d\u503c\u5f97\u5173\u6ce8\u76848\u53ea\u4e2d\u56fdAI\u4e0e\u8ba1\u7b97\u7c7b\u80a1\u7968<\/h3>\n

1) SMIC 0981.HK\uff1a\u4f5c\u4e3a\u4e2d\u56fd\u9886\u5148\u7684\u4ee3\u5de5\u5382\uff0c\u6b63\u5728\u6269\u4ea7\u7528\u4e8eAI\u52a0\u901f\u5668\u3001\u7f51\u7edc\u7845\u7247\u4e0e\u7535\u6e90\u7ba1\u7406IC\u7684\u6210\u719f\u5236\u7a0b\u4ea7\u80fd\uff0c\u5bf9\u672c\u571f\u670d\u52a1\u5668\u6784\u5efa\u81f3\u5173\u91cd\u8981\u3002\u91cc\u7a0b\u7891\uff1a14\u7eb3\u7c73\u4e0e28\u7eb3\u7c73\u5de5\u827a\u7684\u6301\u7eed\u826f\u7387\u63d0\u5347\u652f\u6491\u4e86\u4e0eAI\u670d\u52a1\u5668\u677f\u5361\u76f8\u5173\u7684\u5927\u6279\u91cf\u8ba2\u5355\u3002\u5168\u7403\u5f71\u54cd\uff1a\u901a\u8fc7\u672c\u5730\u5316\u5173\u952e\u6676\u5706\u4e0e\u5c01\u88c5\u6765\u964d\u4f4e\u8ba1\u7b97\u4f9b\u5e94\u94fe\u98ce\u9669\u3002<\/p>\n

2) Inspur Information 000977.SZ\uff1a\u56fd\u5185\u9876\u7ea7AI\u670d\u52a1\u5668\u96c6\u6210\u5546\uff0c\u4ea4\u4ed8\u56f4\u7ed5\u672c\u571f\u52a0\u901f\u5668\u5e76\u5728\u5141\u8bb8\u7684\u60c5\u51b5\u4e0b\u517c\u5bb9Nvidia\u66ff\u4ee3\u54c1\u7684\u673a\u67b6\u89e3\u51b3\u65b9\u6848\u3002\u91cc\u7a0b\u7891\uff1a\u8fd1\u5e74\u6765\u88ab\u884c\u4e1a\u8ffd\u8e2a\u673a\u6784\u8ba4\u5b9a\u4e3a\u5168\u7403\u524d\u4e09\u5927\u670d\u52a1\u5668\u4f9b\u5e94\u5546\u4e4b\u4e00\u3002\u5168\u7403\u5f71\u54cd\uff1a\u901a\u8fc7\u4ea4\u94a5\u5319AI\u6570\u636e\u4e2d\u5fc3\u89e3\u51b3\u65b9\u6848\u6269\u5927\u5728\u65b0\u5174\u5e02\u573a\u7684\u4efd\u989d\u3002<\/p>\n

3) Lenovo 0992.HK\uff1a\u51ed\u501f\u5728\u4e2a\u4eba\u7535\u8111\u4e0e\u57fa\u7840\u8bbe\u65bd\u4e0a\u7684\u5168\u7403\u89c4\u6a21\uff0c\u8054\u60f3\u5728\u63a8\u52a8\u9762\u5411\u672c\u571f\u52a0\u901f\u5668\u7684AI PC\u4e0e\u8fb9\u7f18\u670d\u52a1\u5668\u3002\u91cc\u7a0b\u7891\uff1a2024\u5e74\u63a8\u51fa\u4e86\u5e7f\u6cdb\u7684AI PC\u4e0e\u5de5\u4f5c\u7ad9\u4ea7\u54c1\u7ec4\u5408\uff0c\u5c06\u63a8\u7406\u8fc1\u79fb\u5230\u8bbe\u5907\u7aef\u3002\u5168\u7403\u5f71\u54cd\uff1a\u670d\u52a1\u4e8e180\u591a\u4e2a\u5e02\u573a\u7684\u5ba2\u6237\uff0c\u5c06\u4e2d\u56fd\u8bbe\u8ba1\u7684AI\u7ec8\u7aef\u63a8\u5411\u5168\u7403\u3002<\/p>\n

4) Cambricon 688256.SS\uff1a\u4e3a\u6570\u636e\u4e2d\u5fc3\u4e0e\u8fb9\u7f18\u5de5\u4f5c\u8d1f\u8f7d\u63d0\u4f9b\u82af\u7247\u548c\u7f16\u8bd1\u5668\u6808\u7684\u6838\u5fc3\u672c\u571fAI\u52a0\u901f\u5668\u4e0eIP\u5382\u5546\u3002\u91cc\u7a0b\u7891\uff1a\u5728\u4e3b\u8981\u4e92\u8054\u7f51\u5e73\u53f0\u5b9e\u73b0\u7684\u9996\u6279\u5927\u89c4\u6a21\u4e91\u90e8\u7f72\u4e3a\u540e\u7eed\u4ea7\u54c1\u4ee3\u9645\u5efa\u7acb\u4e86\u7acb\u8db3\u70b9\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4f7f\u4e2d\u56fd\u7684\u52a0\u901f\u5668\u57fa\u7840\u8d85\u8d8a\u5bf9\u7f8e\u65b9\u4f9b\u5e94\u5546\u7684\u4f9d\u8d56\u3002<\/p>\n

5) Hygon 688041.SS\uff1a\u63d0\u4f9b\u4e0ex86\u517c\u5bb9\u7684\u670d\u52a1\u5668CPU\uff0c\u652f\u6301AI\u63a8\u7406\u4e0e\u4f20\u7edf\u5de5\u4f5c\u8d1f\u8f7d\uff0c\u8986\u76d6\u653f\u5e9c\u3001\u7535\u4fe1\u4e0e\u4e91\u91c7\u8d2d\u3002\u91cc\u7a0b\u7891\uff1a\u5728\u516c\u5171\u90e8\u95e8\u4e0e\u8fd0\u8425\u5546\u7ea7\u62db\u6807\u4e2d\u6301\u7eed\u4e2d\u6807\uff0c\u5de9\u56fa\u4e86\u5176\u6570\u636e\u4e2d\u5fc3\u7248\u56fe\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4e3a\u8d85\u5927\u89c4\u6a21\u4e91\u63d0\u4f9b\u66f4\u6df1\u7684\u672c\u5730CPU\u53ef\u9009\u6027\u4e0e\u6210\u672c\u63a7\u5236\u3002<\/p>\n

6) iFlyTek 002230.SZ\uff1a\u5728\u8bed\u97f3\u3001\u6559\u80b2\u4e0e\u4f01\u4e1a\u89e3\u51b3\u65b9\u6848\u9886\u57df\u9886\u5148\u7684AI\u8f6f\u4ef6\u4e0e\u6a21\u578b\u5382\u5546\uff0c\u9488\u5bf9\u5982Ascend\u4e4b\u7c7b\u7684\u672c\u571f\u52a0\u901f\u5668\u8fdb\u884c\u4f18\u5316\u3002\u91cc\u7a0b\u7891\uff1a\u4e2d\u6587\u57fa\u7840\u6a21\u578b\u5927\u89c4\u6a21\u5411\u8bfe\u5802\u4e0e\u529e\u516c\u5ba4\u63a8\u5e7f\u90e8\u7f72\u3002\u5168\u7403\u5f71\u54cd\uff1a\u52a0\u901f\u5728\u5177\u6709\u76f8\u4f3c\u8bed\u8a00\u9700\u6c42\u7684\u65b0\u5174\u5e02\u573a\u4e2dAI\u539f\u751f\u5e94\u7528\u7684\u91c7\u7528\u3002<\/p>\n

7) BYD 1211.HK\uff1a\u8fd9\u5bb6\u7535\u52a8\u8f66\u51a0\u519b\u901a\u8fc7\u57df\u63a7\u5236\u5668\u3001\u7535\u529b\u7535\u5b50\u4e0e\u81ea\u7814\u8f6f\u4ef6\u7684\u6574\u5408\uff0c\u6210\u4e3a\u8f66\u5185\u8fb9\u7f18\u8ba1\u7b97\u7684\u6760\u6746\u6807\u7684\u3002\u91cc\u7a0b\u7891\uff1a\u4e2d\u56fd\u8dc3\u5c45\u5168\u7403\u6c7d\u8f66\u51fa\u53e3\u699c\u9996\uff0c\u62d3\u5bbd\u4e86BYD\u7684\u6d77\u5916\u4ea4\u4ed8\u7f51\u7edc\u4e0e\u552e\u540e\u6570\u636e\u6d41\u3002\u5168\u7403\u5f71\u54cd\uff1a\u63a8\u52a8\u4e2d\u56fd\u667a\u80fd\u6c7d\u8f66\u5806\u6808\u8fdb\u5165\u6b27\u6d32\u3001\u4e9a\u6d32\u4e0e\u62c9\u4e01\u7f8e\u6d32\u5e02\u573a\u3002<\/p>\n

8) JinkoSolar JKS\uff1a\u63d0\u4f9b\u9ad8\u6548\u592a\u9633\u80fd\u7ec4\u4ef6\u4e0e\u50a8\u80fd\u89e3\u51b3\u65b9\u6848\uff0c\u4e3a\u6570\u636e\u4e2d\u5fc3\u4e0eAI\u56ed\u533a\u4f9b\u80fd\uff0c\u5c06\u8ba1\u7b97\u589e\u957f\u4e0e\u8131\u78b3\u76ee\u6807\u5bf9\u63a5\u3002\u91cc\u7a0b\u7891\uff1aN\u578b\u4ea7\u80fd\u7684\u6301\u7eed\u6269\u5f20\u652f\u6301\u8d85\u5927\u89c4\u6a21\u4e91\u7684\u66f4\u4f4e\u5e73\u51c6\u5316\u53d1\u7535\u6210\u672c\u3002\u5168\u7403\u5f71\u54cd\uff1a\u52a9\u529b\u4e9a\u6d32\u3001\u4e2d\u4e1c\u4e0e\u975e\u6d32\u7684\u7eff\u8272AI\u5efa\u8bbe\u3002<\/p>\n

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