{"id":638271,"date":"2026-05-20T03:34:16","date_gmt":"2026-05-20T10:34:16","guid":{"rendered":"https:\/\/nai500.com\/blog\/2026\/05\/ai-nvda-amd-smci-avgo-mrvl\/"},"modified":"2026-05-20T05:03:44","modified_gmt":"2026-05-20T12:03:44","slug":"ai-nvda-amd-smci-avgo-mrvl","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/05\/ai-nvda-amd-smci-avgo-mrvl\/","title":{"rendered":"\u98ce\u5411\u5927\u53d8\uff01\u8fd9\u4e94\u5927 AI \u786c\u4ef6\u80a1\u624d\u662f\u8d62\u5bb6"},"content":{"rendered":"<p>\u8fc7\u53bb 24 \u5c0f\u65f6\uff0c\u5168\u7403\u8d44\u672c\u5e02\u573a\u5bf9\u4eba\u5de5\u667a\u80fd\u7684\u8ba4\u77e5\u6b63\u5728\u53d1\u751f\u4e00\u573a\u6839\u672c\u6027\u8f6c\u5411\u3002AI \u518d\u6b21\u6210\u4e3a\u5e02\u573a\u7126\u70b9\uff0c\u4f46\u8fd9\u6b21\u4e0d\u662f\u56e0\u4e3a\u53c8\u4e00\u573a\u70ab\u76ee\u7684\u5927\u6a21\u578b\u53d1\u5e03\u4f1a\uff0c\u800c\u662f\u4ebf\u4e07\u5bcc\u7fc1\u9a6c\u514b\u30fb\u5e93\u73ed\u4e00\u756a\u76f4\u51fb\u672c\u8d28\u7684\u8a00\u8bba\uff0c\u5c06\u8d44\u672c\u7684\u76ee\u5149\u91cd\u65b0\u62c9\u56de\u4e86\u771f\u6b63\u4ea7\u751f\u5229\u6da6\u7684\u5730\u65b9\uff1a\u82af\u7247\u3001\u670d\u52a1\u5668\uff0c\u4ee5\u53ca\u652f\u6491\u6240\u6709\u534e\u4e3d\u63d0\u793a\u8bcd\u8fd0\u884c\u7684\u5e95\u5c42\u57fa\u7840\u8bbe\u65bd\u3002\u4e00\u591c\u4e4b\u95f4\uff0cAI \u786c\u4ef6\u4ea7\u4e1a\u94fe\u53d6\u4ee3\u4e86\u6982\u5ff5\u7092\u4f5c\uff0c\u6210\u4e3a\u5e02\u573a\u7edd\u5bf9\u7684\u4e3b\u89d2\u3002<\/p>\n<h2>\u5e93\u73ed\u6572\u54cd\u8b66\u949f\uff1aAI \u7d20\u517b\u624d\u662f\u4f01\u4e1a\u751f\u6b7b\u7ebf<\/h2>\n<p>&#8220;\u5982\u679c\u4f60\u8ba4\u4e3a AI \u662f\u4e00\u6839\u9b54\u6cd5\u68d2\uff0c\u90a3\u4f60\u5c31\u5927\u9519\u7279\u9519\u4e86\u3002&#8221; \u5e93\u73ed\u8fd1\u671f\u53cd\u590d\u5f3a\u8c03\u7684\u4e00\u4e2a\u89c2\u70b9\u6b63\u5728\u79d1\u6280\u5708\u548c\u6295\u8d44\u5708\u8fc5\u901f\u53d1\u9175\uff1aAI \u7d20\u517b\u81f3\u5173\u91cd\u8981\uff0c\u90a3\u4e9b\u53ea\u4f1a\u7a7a\u8c08 AI \u6982\u5ff5\u7684\u516c\u53f8\u7ec8\u5c06\u88ab\u5e02\u573a\u6dd8\u6c70\u3002<\/p>\n<p>\u8fd9\u756a\u8a00\u8bba\u6070\u9022\u5e02\u573a\u91cd\u65b0\u8bc4\u4f30 AI \u4ea7\u4e1a\u94fe\u8d62\u5bb6\u7684\u5173\u952e\u65f6\u523b\u3002\u5f53\u524d\uff0c\u8d85\u5927\u89c4\u6a21\u4e91\u5382\u5546\u6b63\u52a0\u901f\u6269\u5efa\u6570\u636e\u4e2d\u5fc3\uff0c\u51e0\u4e4e\u6240\u6709\u4e0a\u5e02\u516c\u53f8\u7684 CEO \u90fd\u5728\u6295\u8d44\u8005\u7535\u8bdd\u4f1a\u8bae\u4e0a\u52aa\u529b\u5c55\u73b0\u81ea\u5df1\u5bf9 AI \u7684\u7406\u89e3\u3002\u4f46\u5e93\u73ed\u4e00\u9488\u89c1\u8840\u5730\u6307\u51fa\uff0c\u5927\u591a\u6570\u4f01\u4e1a\u53ea\u662f\u5728\u8ddf\u98ce\u558a\u53e3\u53f7\uff0c\u771f\u6b63\u80fd\u591f\u5c06 AI \u878d\u5165\u8fd0\u8425\u6d41\u7a0b\u3001\u63d0\u5347\u751f\u4ea7\u6548\u7387\u7684\u516c\u53f8\u5be5\u5be5\u65e0\u51e0\u3002<\/p>\n<p>\u4e00\u4e2a\u6781\u5177\u8bf4\u670d\u529b\u7684\u4fe1\u53f7\u662f\uff1a\u5f53\u6574\u4e2a\u79d1\u6280\u884c\u4e1a\u90fd\u5728\u88c1\u5458\u964d\u672c\u65f6\uff0c\u82f1\u4f1f\u8fbe\u5374\u5728\u9006\u52bf\u6269\u62db\u3002\u8fd9\u4e00\u9c9c\u660e\u5bf9\u6bd4\u8ba9\u5e02\u573a\u5f7b\u5e95\u6e05\u9192\uff1aAI \u7684\u9700\u6c42\u8fdc\u672a\u9971\u548c\uff0c\u771f\u6b63\u7684\u589e\u957f\u52a8\u529b\u6765\u81ea\u4e8e\u5e95\u5c42\u7b97\u529b\u57fa\u7840\u8bbe\u65bd\u7684\u6301\u7eed\u6295\u5165\uff0c\u800c\u975e\u865a\u65e0\u7f25\u7f08\u7684\u6982\u5ff5\u7092\u4f5c\u3002<\/p>\n<h2>\u4e94\u5927 AI \u786c\u4ef6\u9f99\u5934\uff1a\u8c01\u5728\u771f\u6b63\u5206\u4eab AI \u7ea2\u5229<\/h2>\n<p>\u968f\u7740\u5e02\u573a\u60c5\u7eea\u4ece &#8220;AI \u6545\u4e8b&#8221; \u8f6c\u5411 &#8220;AI \u843d\u5730&#8221;\uff0c\u8d44\u91d1\u6b63\u52a0\u901f\u5411\u7b97\u529b\u4ea7\u4e1a\u94fe\u7684\u6838\u5fc3\u73af\u8282\u96c6\u4e2d\u3002\u4ee5\u4e0b\u4e94\u5bb6\u516c\u53f8\u51ed\u501f\u5728\u5404\u81ea\u9886\u57df\u7684\u4e0d\u53ef\u66ff\u4ee3\u6027\uff0c\u6210\u4e3a\u672c\u8f6e AI \u786c\u4ef6\u884c\u60c5\u7684\u6700\u5927\u53d7\u76ca\u8005\u3002<\/p>\n<h3>1. <a href=\"https:\/\/nai500.com\/stock-tracker\/?qm_symbol=NVDA\">\u82f1\u4f1f\u8fbe (NVDA)<\/a>\uff1aAI \u5efa\u8bbe\u7684\u7edd\u5bf9\u6838\u5fc3<\/h3>\n<p>\u4eca\u65e5\u5173\u6ce8\u7126\u70b9\uff1a\u5e93\u73ed\u5173\u4e8e AI \u7d20\u517b\u7684\u8ba8\u8bba\u6700\u7ec8\u90fd\u6307\u5411\u4e86\u8fd9\u5bb6 &#8220;\u8a00\u884c\u4e00\u81f4&#8221; \u7684\u884c\u4e1a\u6807\u6746\u3002\u5728\u5168\u884c\u4e1a\u6210\u672c\u524a\u51cf\u7684\u5927\u80cc\u666f\u4e0b\uff0c\u82f1\u4f1f\u8fbe\u6301\u7eed\u62db\u8058\u7684\u4e3e\u52a8\uff0c\u5411\u5e02\u573a\u4f20\u9012\u51fa\u7b97\u529b\u9700\u6c42\u4f9d\u7136\u5f3a\u52b2\u7684\u660e\u786e\u4fe1\u53f7\u3002\u6295\u8d44\u8005\u540c\u65f6\u5bc6\u5207\u5173\u6ce8\u4ece\u5f53\u524d Hopper \u67b6\u6784\u5230\u4e0b\u4e00\u4ee3\u5e73\u53f0\u7684\u8fc7\u6e21\u8282\u594f\uff0c\u4ee5\u53ca\u652f\u6491\u4e91\u5382\u5546\u8d44\u672c\u5f00\u652f\u6301\u7eed\u6295\u5411 GPU \u7684\u5e9e\u5927\u8ba2\u5355\u79ef\u538b\u3002<\/p>\n<p>\u4ea4\u6613\u7279\u5f81\uff1a\u4f5c\u4e3a\u5168\u7403\u5e02\u503c\u6700\u5927\u7684\u79d1\u6280\u516c\u53f8\u4e4b\u4e00\uff0c\u82f1\u4f1f\u8fbe\u62e5\u6709\u6700\u6df1\u7684 AI \u4e1a\u52a1\u6760\u6746\u548c\u5168\u7403\u6d41\u52a8\u6027\u6700\u597d\u7684\u671f\u6743\u5e02\u573a\u3002\u4efb\u4f55\u5173\u4e8e\u4ea7\u54c1\u8def\u7ebf\u56fe\u6216\u4e91\u5382\u5546\u8ba2\u5355\u7684\u6d88\u606f\uff0c\u51e0\u4e4e\u90fd\u4f1a\u5728\u77ac\u95f4\u53cd\u6620\u5728\u80a1\u4ef7\u4e0a\u3002\u5e02\u573a\u9884\u671f\u9ad8\u5ea6\u4e00\u81f4\uff0c\u5373\u4f7f\u662f\u5fae\u5c0f\u7684\u6d88\u606f\u4e5f\u53ef\u80fd\u5bfc\u81f4\u80a1\u4ef7\u5927\u5e45\u8df3\u7a7a\uff0c\u4ea4\u6613\u8282\u594f\u6781\u5feb\u3002<\/p>\n<p>\u6838\u5fc3\u903b\u8f91\uff1a\u7b97\u529b\u4ecd\u7136\u662f AI \u53d1\u5c55\u7684\u6700\u5927\u74f6\u9888\u3002\u53ea\u8981\u4e91\u5382\u5546\u548c\u4f01\u4e1a\u7684 AI \u8bd5\u70b9\u9879\u76ee\u6301\u7eed\u8f6c\u5316\u4e3a\u751f\u4ea7\u7ea7\u5e94\u7528\uff0c\u82f1\u4f1f\u8fbe\u5c31\u5c06\u59cb\u7ec8\u5904\u4e8e\u4ea7\u4e1a\u94fe\u7684\u6838\u5fc3\u4f4d\u7f6e\u3002\u7ba1\u7406\u5c42\u9006\u52bf\u6269\u62db\u7684\u7ecf\u8425\u4fe1\u53f7\uff0c\u8fdc\u6bd4\u5b8f\u89c2\u7ecf\u6d4e\u7684\u6742\u97f3\u66f4\u503c\u5f97\u6295\u8d44\u8005\u5173\u6ce8\u3002<\/p>\n<h3>2. <a href=\"https:\/\/nai500.com\/stock-tracker\/?qm_symbol=AMD\">\u8d85\u5a01\u534a\u5bfc\u4f53 (AMD)<\/a>\uff1a\u53ef\u9760\u7684\u7b2c\u4e8c\u4f9b\u5e94\u5546<\/h3>\n<p>\u4eca\u65e5\u5173\u6ce8\u7126\u70b9\uff1a\u6bcf\u5f53\u82f1\u4f1f\u8fbe\u6210\u4e3a\u5e02\u573a\u70ed\u70b9\uff0cAMD \u4f5c\u4e3a\u5176\u6700\u53ef\u884c\u7684\u66ff\u4ee3\u65b9\u6848\u90fd\u4f1a\u53d7\u5230\u8d44\u91d1\u8ffd\u6367\u3002\u8d8a\u6765\u8d8a\u591a\u7684\u4f01\u4e1a\u5f00\u59cb\u610f\u8bc6\u5230\uff0c\u5728 AI \u52a0\u901f\u5668\u548c\u670d\u52a1\u5668\u9886\u57df\u8fc7\u5ea6\u4f9d\u8d56\u5355\u4e00\u4f9b\u5e94\u5546\u5b58\u5728\u5de8\u5927\u98ce\u9669\u3002\u5e02\u573a\u5bf9 AMD MI300 \u7cfb\u5217\u4ea7\u54c1\u7684\u90e8\u7f72\u8fdb\u5c55\u5bc4\u4e88\u539a\u671b\uff0c\u8ba4\u4e3a\u5176\u80fd\u591f\u4e3a\u5ba2\u6237\u63d0\u4f9b\u771f\u6b63\u5177\u5907\u6027\u80fd\u7ade\u4e89\u529b\u7684 &#8220;Plan B&#8221;\u3002<\/p>\n<p>\u4ea4\u6613\u7279\u5f81\uff1a\u9ad8\u8d1d\u5854\u3001\u5bf9\u6d88\u606f\u9ad8\u5ea6\u654f\u611f\uff0c\u80a1\u4ef7\u7ecf\u5e38\u56e0\u4e91\u5382\u5546\u91c7\u8d2d\u4f20\u95fb\u800c\u5927\u5e45\u6ce2\u52a8\u3002\u5728\u4ea7\u54c1\u53d1\u5e03\u548c\u91cd\u5927\u6d3b\u52a8\u524d\uff0c\u671f\u6743\u9690\u542b\u6ce2\u52a8\u7387\u4f1a\u663e\u8457\u4e0a\u5347\uff0c\u800c\u968f\u7740\u4e1a\u7ee9\u5151\u73b0\u9010\u6e10\u56de\u843d\u3002\u6d41\u52a8\u6027\u5145\u8db3\uff0c\u4f46\u4e00\u65e6\u57fa\u51c6\u6d4b\u8bd5\u7ed3\u679c\u4e0d\u53ca\u9884\u671f\uff0c\u8d44\u91d1\u6d41\u5411\u53ef\u80fd\u8fc5\u901f\u9006\u8f6c\u3002<\/p>\n<p>\u6838\u5fc3\u903b\u8f91\uff1a\u7b2c\u4e8c\u4f9b\u5e94\u5546\u5730\u4f4d\u7edd\u975e\u8d2c\u4e49\uff0c\u800c\u662f\u4e00\u79cd\u6781\u5177\u4ef7\u503c\u7684\u5546\u4e1a\u6a21\u5f0f\u3002\u5982\u679c AMD \u80fd\u591f\u6301\u7eed\u5c06\u6982\u5ff5\u9a8c\u8bc1\u8f6c\u5316\u4e3a\u5927\u89c4\u6a21\u8ba2\u5355\uff0c\u5e76\u9010\u6b65\u7f29\u5c0f\u4e0e\u82f1\u4f1f\u8fbe\u5728\u8f6f\u4ef6\u751f\u6001\u4e0a\u7684\u5dee\u8ddd\uff0c\u5176\u5e02\u573a\u4efd\u989d\u7684\u63d0\u5347\u5c06\u662f\u53ef\u6301\u7eed\u7684\uff0c\u800c\u975e\u9636\u6bb5\u6027\u7684\u3002<\/p>\n<h3>3. <a href=\"https:\/\/nai500.com\/stock-tracker\/?qm_symbol=SMCI\">\u8d85\u5fae\u7535\u8111 (SMCI)<\/a>\uff1a\u673a\u67b6\u7ea7\u9700\u6c42\u7684\u76f4\u63a5\u53d7\u76ca\u8005<\/h3>\n<p>\u4eca\u65e5\u5173\u6ce8\u7126\u70b9\uff1a\u5e93\u73ed\u5f3a\u8c03 &#8220;\u771f\u6b63\u7684 AI \u5b9e\u5e72\u5bb6\uff0c\u800c\u975e AI \u89c2\u5149\u5ba2&#8221;\uff0c\u8fd9\u4e00\u89c2\u70b9\u76f4\u63a5\u5229\u597d\u90a3\u4e9b\u4ea4\u4ed8\u5b9e\u4f53\u4ea7\u54c1\u7684\u516c\u53f8\u3002\u8d85\u5fae\u7535\u8111\u9500\u552e\u7684\u6b63\u662f\u5c06\u82af\u7247\u8f6c\u5316\u4e3a\u8ba1\u7b97\u96c6\u7fa4\u7684\u670d\u52a1\u5668\u673a\u67b6\u3002\u6bcf\u5f53\u82f1\u4f1f\u8fbe\u7684\u62db\u8058\u548c AI \u652f\u51fa\u663e\u793a\u51fa\u97e7\u6027\u65f6\uff0c\u8d85\u5fae\u7535\u8111\u90fd\u4f1a\u4f5c\u4e3a\u8868\u8fbe\u673a\u67b6\u7ea7\u9700\u6c42\u7684\u6700\u76f4\u63a5\u6807\u7684\u53d7\u5230\u5173\u6ce8\u3002<\/p>\n<p>\u4ea4\u6613\u7279\u5f81\uff1a\u6ce2\u52a8\u6027\u6781\u5927\uff0c\u5bf9\u52a0\u901f\u5668\u4f9b\u5e94\u3001\u4ea4\u4ed8\u5468\u671f\u548c\u8ba2\u5355\u65f6\u95f4\u7684\u4efb\u4f55\u53d8\u5316\u90fd\u6781\u5ea6\u654f\u611f\u3002\u662f\u52a8\u91cf\u57fa\u91d1\u7684\u6700\u7231\uff0c\u56e0\u4e3a\u57fa\u672c\u9762\u66f4\u65b0\u7f13\u6162\u800c\u5e02\u573a\u53d9\u4e8b\u53d8\u5316\u6781\u5feb\u3002\u5e73\u65f6\u6d41\u52a8\u6027\u826f\u597d\uff0c\u4f46\u5728\u6781\u7aef\u884c\u60c5\u4e0b\u53ef\u80fd\u51fa\u73b0\u5927\u5e45\u6ce2\u52a8\u3002<\/p>\n<p>\u6838\u5fc3\u903b\u8f91\uff1a\u670d\u52a1\u5668\u5382\u5546\u662f\u672c\u8f6e AI \u5468\u671f\u7684 &#8220;\u6cb9\u95e8&#8221;\u3002\u5982\u679c GPU \u4f9b\u5e94\u7f13\u89e3\u4e14\u90e8\u7f72\u65f6\u95f4\u7f29\u77ed\uff0c\u8d85\u5fae\u7535\u8111\u7684\u7ecf\u8425\u6760\u6746\u5c06\u53d1\u6325\u5de8\u5927\u4f5c\u7528 \u2014\u2014 \u4e0a\u6da8\u65f6\u6536\u76ca\u60ca\u4eba\uff0c\u8c03\u6574\u65f6\u4e5f\u540c\u6837\u6b8b\u9177\u3002\u56e0\u6b64\uff0c\u63a7\u5236\u4ed3\u4f4d\u81f3\u5173\u91cd\u8981\u3002<\/p>\n<h3>4. <a href=\"https:\/\/nai500.com\/stock-tracker\/?qm_symbol=AVGO\">\u535a\u901a (AVGO)<\/a>\uff1a\u5b9a\u5236\u82af\u7247 + AI \u7f51\u7edc\u7684\u53cc\u91cd\u8d62\u5bb6<\/h3>\n<p>\u4eca\u65e5\u5173\u6ce8\u7126\u70b9\uff1a\u5f53\u4f01\u4e1a\u8463\u4e8b\u4f1a\u5f00\u59cb\u8ba8\u8bba AI 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