{"id":641324,"date":"2026-06-02T21:29:16","date_gmt":"2026-06-03T04:29:16","guid":{"rendered":"https:\/\/nai500.com\/?p=641324"},"modified":"2026-06-02T21:29:16","modified_gmt":"2026-06-03T04:29:16","slug":"%e5%a4%9a%e9%87%8d%e5%88%a9%e5%a5%bd%e6%8e%a8%e5%8a%a8%e5%8d%9a%e9%80%9a%e8%82%a1%e4%bb%b7%e9%a3%99%e5%8d%87%e5%b8%82%e5%9c%ba%e7%9c%8b%e5%a5%bd%e5%85%b6%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%8a%af","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/06\/%e5%a4%9a%e9%87%8d%e5%88%a9%e5%a5%bd%e6%8e%a8%e5%8a%a8%e5%8d%9a%e9%80%9a%e8%82%a1%e4%bb%b7%e9%a3%99%e5%8d%87%e5%b8%82%e5%9c%ba%e7%9c%8b%e5%a5%bd%e5%85%b6%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%8a%af\/","title":{"rendered":"\u591a\u91cd\u5229\u597d\u63a8\u52a8\u535a\u901a\u80a1\u4ef7\u98d9\u5347\uff0c\u5e02\u573a\u770b\u597d\u5176\u4eba\u5de5\u667a\u80fd\u82af\u7247\u524d\u666f"},"content":{"rendered":"<p class=\"p1\"><span class=\"s1\">\u8fc7\u53bb\u4e09\u5e74\u7684\u5927\u90e8\u5206\u65f6\u95f4\u91cc\uff0c\u535a\u901a\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=AVGO\"><span class=\"s2\">AVGO<\/span><\/a>\uff09\u4e00\u76f4\u53d7\u76ca\u4e8e\u5e02\u573a\u5bf9\u5176\u4eba\u5de5\u667a\u80fd\u89e3\u51b3\u65b9\u6848\u7684\u5f3a\u52b2\u9700\u6c42\u3002\u81ea2023\u5e74\u521dAI\u70ed\u6f6e\u5174\u8d77\u81f3\u672c\u5468\u4e00\u6536\u76d8\uff0c\u8be5\u80a1\u5df2\u7d2f\u8ba1\u98d9\u5347723%\u3002\u5468\u4e8c\uff0c\u53d7\u4eba\u5de5\u667a\u80fd\u9886\u57df\u4e00\u7cfb\u5217\u4e8b\u4ef6\u5171\u540c\u63a8\u52a8\uff0c\u8fd9\u5bb6\u534a\u5bfc\u4f53\u4e0e\u6570\u636e\u4e2d\u5fc3\u4e13\u4e1a\u516c\u53f8\u7684\u80a1\u4ef7\u518d\u5ea6\u4e0a\u6da85%\uff0c\u521b\u4e0b\u5386\u53f2\u65b0\u9ad8\u3002\u5206\u6790\u8ba4\u4e3a\uff0c\u57fa\u4e8e\u5f53\u524d\u7684\u591a\u91cd\u50ac\u5316\u5242\uff0c\u535a\u901a\u672a\u6765\u53ef\u80fd\u8fd8\u6709\u66f4\u591a\u4e0a\u6da8\u7a7a\u95f4\u3002<\/span><\/p>\n<h2 class=\"p1\"><span class=\"s1\">\u8c37\u6b4c\u6bcd\u516c\u53f8Alphabet\u5927\u624b\u7b14\u62bc\u6ce8AI<\/span><\/h2>\n<p class=\"p1\"><span class=\"s1\">\u5468\u4e00\u76d8\u540e\uff0c\u8c37\u6b4c\u6bcd\u516c\u53f8Alphabet\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=GOOG\"><span class=\"s2\">GOOGL\u3001GOOG<\/span><\/a>\uff09\u5ba3\u5e03\u4e86\u4e00\u9879\u5f15\u53d1\u6295\u8d44\u8005\u5173\u6ce8\u7684\u5927\u80c6\u8ba1\u5212\u3002\u6839\u636e\u65b0\u95fb\u7a3f\uff0c\u8be5\u516c\u53f8\u62df\u901a\u8fc7\u80a1\u6743\u878d\u8d44800\u4ebf\u7f8e\u5143\uff0c\u201c\u7528\u4e8e\u6269\u5c55\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u548c\u8ba1\u7b97\u80fd\u529b\u201d\u3002\u4e3a\u6b64\uff0cAlphabet\u5df2\u4e0eBerkshire Hathaway\u8fbe\u6210\u534f\u8bae\uff0c\u8fdb\u884c100\u4ebf\u7f8e\u5143\u7684\u975e\u516c\u5f00\u80a1\u7968\u914d\u552e\uff0c\u540e\u8005\u81ea\u53bb\u5e74\u5e95\u4ee5\u6765\u4e00\u76f4\u5728\u589e\u6301Alphabet\u80a1\u4efd\u3002\u6b64\u5916\uff0c\u591a\u5bb6\u5927\u578b\u6295\u8d44\u94f6\u884c\u5df2\u540c\u610f\u8d2d\u4e70300\u4ebf\u7f8e\u5143\u7684Alphabet\u80a1\u7968\u5e76\u5411\u5ba2\u6237\u53d1\u552e\uff0c\u5269\u4f59400\u4ebf\u7f8e\u5143\u5c06\u901a\u8fc7\u516c\u5f00\u5e02\u573a\u51fa\u552e\u5176A\u7c7b\u80a1\u548cC\u7c7b\u80a1\uff0c\u51fa\u552e\u5c06\u4ece\u7b2c\u4e09\u5b63\u5ea6\u5f00\u59cb\u3002<\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">\u8fd9\u4e00\u52a8\u5411\u4e0e\u535a\u901a\u5bc6\u5207\u76f8\u5173\u3002\u535a\u901a\u662f\u4e13\u7528\u96c6\u6210\u7535\u8def\uff08ASIC\uff09\u9886\u57df\u7684\u9886\u5148\u4f9b\u5e94\u5546\uff0c\u8fd9\u7c7b\u5b9a\u5236\u5316\u4e13\u7528\u82af\u7247\u80fd\u591f\u9488\u5bf9\u7279\u5b9aAI\u4efb\u52a1\u63d0\u9ad8\u6548\u7387\u4e0e\u6027\u80fd\u3002\u8c37\u6b4c\u7684\u5f20\u91cf\u5904\u7406\u5355\u5143\uff08TPU\uff09\u4fbf\u662f\u6b64\u7c7b\u4e13\u7528\u82af\u7247\u7684\u4ee3\u8868\uff0c\u800c\u535a\u901a\u6b63\u662f\u534f\u52a9\u8bbe\u8ba1\u5e76\u5236\u9020\u9a71\u52a8\u8c37\u6b4cTPU\u7684\u9ad8\u6027\u80fd\u6838\u5fc3\u7684\u4f01\u4e1a\u3002<\/span><\/p>\n<h2 class=\"p1\"><span class=\"s1\">\u82f1\u4f1f\u8fbeCEO\u505a\u51fa\u5927\u80c6\u9884\u6d4b<\/span><\/h2>\n<p class=\"p1\"><span class=\"s1\">\u540c\u6837\u5728\u5468\u4e00\uff0c\u82f1\u4f1f\u8fbe(<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=NVDA\"><span class=\"s2\">NVDA<\/span><\/a>)\u9996\u5e2d\u6267\u884c\u5b98\u9ec4\u4ec1\u52cb\u5728GPU\u6280\u672f\u5927\u4f1a\u53f0\u5317\u7ad9\u4e0a\u8868\u793a\uff0cMarvell Technology\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=MRVL\"><span class=\"s2\">MRVL<\/span><\/a>\uff09\u5c06\u6210\u4e3a\u201c\u4e0b\u4e00\u4e2a\u4e07\u4ebf\u7f8e\u5143\u516c\u53f8\u201d\u3002\u8fd9\u4e00\u8868\u6001\u4ee4\u534e\u5c14\u8857\u4e3a\u4e4b\u4fa7\u76ee\u3002\u9ec4\u4ec1\u52cb\u4e0eMarvell CEO Matt Murphy\u540c\u53f0\u53d1\u8868\u8be5\u8a00\u8bba\u65f6\uff0cMarvell\u7684\u672c\u5468\u521d\u5e02\u503c\u4ec5\u4e3a1790\u4ebf\u7f8e\u5143\uff0c\u610f\u5473\u7740\u9700\u8981\u589e\u957f\u8d85\u8fc7\u4e94\u500d\u3002\u76ee\u524d\u5e02\u573a\u4e0a\u6709\u8fd150\u5bb6\u516c\u53f8\u7684\u5e02\u503c\u9ad8\u4e8eMarvell\uff0c\u4efb\u4f55\u4e00\u5bb6\u90fd\u6709\u53ef\u80fd\u66f4\u65e9\u8fdb\u5165\u4e07\u4ebf\u7f8e\u5143\u4ff1\u4e50\u90e8\u3002Marvell\u80a1\u4ef7\u6b64\u524d\u5df2\u5feb\u901f\u4e0a\u6da8\uff0c\u622a\u81f3\u4e0a\u5468\u4e94\u6536\u76d8\uff0c2026\u5e74\u7d2f\u8ba1\u6da8\u5e45\u5df2\u8fbe141%\u3002\u9ec4\u4ec1\u52cb\u7684\u8868\u8ff0\u8fdb\u4e00\u6b65\u63a8\u52a8\u8be5\u80a1\u5728\u8fc7\u53bb\u4e24\u4e2a\u4ea4\u6613\u65e5\u98d9\u534761%\u3002<\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">\u8fd9\u4e0e\u535a\u901a\u6709\u4f55\u5173\u8054\uff1fMarvell\u662f\u535a\u901a\u5728\u7f51\u7edc\u548c\u6570\u636e\u4e2d\u5fc3\u8fde\u63a5\u9886\u57df\u7684\u76f4\u63a5\u7ade\u4e89\u5bf9\u624b\uff0c\u53cc\u65b9\u5728\u5b9a\u5236\u6570\u636e\u4e2d\u5fc3\u5904\u7406\u5668\u8bbe\u8ba1\u4e0a\u6b63\u9762\u7ade\u4e89\u3002\u8fd9\u610f\u5473\u7740\uff0c\u82e5AI\u57fa\u7840\u8bbe\u65bd\u9700\u6c42\u8db3\u4ee5\u5c06Marvell\u80a1\u4ef7\u63a8\u5347\u81f3\u5982\u6b64\u7a0b\u5ea6\uff0c\u5bf9\u535a\u901a\u53ca\u5176\u80a1\u4e1c\u800c\u8a00\u540c\u6837\u662f\u4e00\u4e2a\u79ef\u6781\u4fe1\u53f7\u3002<\/span><\/p>\n<h2 class=\"p1\"><span class=\"s1\">\u8d22\u62a5\u5728\u5373 \u5e02\u573a\u9884\u671f\u5df2\u62c9\u6ee1<\/span><\/h2>\n<p class=\"p1\"><span class=\"s1\">\u535a\u901a\u8ba1\u5212\u4e8e\u5468\u4e09\u76d8\u540e\u516c\u5e03\u7b2c\u4e8c\u8d22\u5b63\u4e1a\u7ee9\uff0c\u5e02\u573a\u5bf9\u5176\u8bbe\u4e0b\u4e86\u6781\u9ad8\u7684\u671f\u5f85\u30022026\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff08\u622a\u81f32\u67081\u65e5\uff09\uff0c\u516c\u53f8\u8425\u6536\u540c\u6bd4\u589e\u957f29%\u81f3193\u4ebf\u7f8e\u5143\uff0c\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u589e\u957f28%\u81f32.05\u7f8e\u5143\u3002\u5176\u4e2dAI\u89e3\u51b3\u65b9\u6848\u6536\u5165\u589e\u957f106%\u3002\u7ba1\u7406\u5c42\u5c55\u671b\u663e\u793a\uff0c\u535a\u901a\u7684\u9ad8\u901f\u589e\u957f\u6709\u671b\u5ef6\u7eed\uff1a\u516c\u53f8\u9884\u8ba1\u7b2c\u4e8c\u8d22\u5b63\u8425\u6536\u5c06\u589e\u957f47%\u81f3220\u4ebf\u7f8e\u5143\uff0c\u8c03\u6574\u540eEBITDA\u589e\u957f50%\u81f3\u7ea6149.6\u4ebf\u7f8e\u5143\u3002<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u8fc7\u53bb\u4e09\u5e74\u7684\u5927\u90e8\u5206\u65f6\u95f4\u91cc\uff0c\u535a\u901a\uff08AVGO\uff09\u4e00\u76f4\u53d7\u76ca\u4e8e\u5e02\u573a\u5bf9\u5176\u4eba\u5de5\u667a\u80fd\u89e3\u51b3\u65b9\u6848\u7684\u5f3a\u52b2\u9700\u6c42\u3002\u81ea2023\u5e74\u521dAI\u70ed\u6f6e\u5174 [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":580144,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[427],"tags":[2408,2173,558,522],"class_list":["post-641324","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hans","tag-ai-zh-hans","tag-2173","tag-558","tag-522","sectors-technology-zh-hans","locations-us-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/641324","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=641324"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/641324\/revisions"}],"predecessor-version":[{"id":641327,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/641324\/revisions\/641327"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/580144"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=641324"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=641324"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=641324"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}