{"id":641388,"date":"2026-06-03T03:55:06","date_gmt":"2026-06-03T10:55:06","guid":{"rendered":"https:\/\/nai500.com\/blog\/2026\/06\/broadcom-avgo-hpe-state-street-stt-apa-dg\/"},"modified":"2026-06-03T04:57:44","modified_gmt":"2026-06-03T11:57:44","slug":"broadcom-avgo-hpe-state-street-stt-apa-dg","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/06\/broadcom-avgo-hpe-state-street-stt-apa-dg\/","title":{"rendered":"\u7f8e\u80a1\u5f02\u52a8\uff01AVGO \u6da8 4.72%\u3001HPE \u66b4\u6da8 28.26%\uff0c5 \u53ea\u6838\u5fc3\u6807\u7684\u5168\u7ebf\u8d70\u9ad8"},"content":{"rendered":"

\u77ed\u77ed\u516b\u4e2a\u4ea4\u6613\u65e5\u5185\uff0c\u7f8e\u80a1\u76d8\u9762\u53d9\u4e8b\u5feb\u901f\u5207\u6362\uff0cAI \u7b97\u529b\u786c\u4ef6\u3001\u4f20\u7edf\u6258\u7ba1\u94f6\u884c\u3001\u5e73\u4ef7\u6298\u6263\u96f6\u552e\u3001\u6cb9\u6c14\u52d8\u63a2\u56db\u5927\u677f\u5757\u8f6e\u756a\u63a5\u529b\u62c9\u5347\uff0c\u535a\u901a\u3001Hewlett Packard Enterprise Company\u3001Dollar General Corporation\u3001State Street Corporation\u3001APA Corporatio\u4e94\u53ea\u8de8\u884c\u4e1a\u9f99\u5934\u4f9d\u6258\u5404\u81ea\u57fa\u672c\u9762\u50ac\u5316\u6089\u6570\u6536\u7ea2\uff0c\u6210\u4e3a\u5f53\u65e5\u5168\u5e02\u573a\u8d44\u91d1\u91cd\u70b9\u535a\u5f08\u6807\u7684\u3002<\/p>\n

\u535a\u901a\uff08Broadcom Inc.\uff0c\u80a1\u7968\u4ee3\u7801\uff1aAVGO\uff09<\/a>\u5f53\u65e5\u6536\u76d8\u4e0a\u6da8 4.72%\uff0c\u62a5\u4ef7 481.57 \u7f8e\u5143\u3002\u82cf\u4e16\u6c11\u7ff0\u7eb3\u3001\u745e\u94f6\u4e24\u5927\u5238\u5546\u540c\u6b65\u4e0a\u8c03\u516c\u53f8\u76ee\u6807\u4ef7\u81f3 490 \u7f8e\u5143\uff0c\u673a\u6784\u7ef4\u6301\u591a\u5934\u5224\u65ad\u7684\u540c\u65f6\u5fae\u8c03 Anthropic \u7b97\u529b\u8ba2\u5355\u9884\u671f\uff0c\u516c\u53f8\u9762\u5411 Anthropic \u7684 TPU \u4ea7\u54c1\u53d6\u6d88\u914d\u5957\u673a\u67dc\u51fa\u8d27\uff0c\u6539\u7528\u6807\u51c6 ASIC \u82af\u7247\u4ea4\u4ed8\uff0c\u5bf9\u5e94\u9879\u76ee\u8425\u6536\u964d\u81f3\u539f\u5148\u9884\u4f30\u7684 25%\uff0c\u4f46\u4ea7\u54c1\u6bdb\u5229\u7387\u6c34\u5e73\u663e\u8457\u4f18\u5316\uff0c\u4f4e\u8425\u6536\u3001\u9ad8\u6bdb\u5229\u7684\u76c8\u5229\u7ed3\u6784\u83b7\u5f97\u8d44\u91d1\u9752\u7750\u3002\u5e02\u573a\u63d0\u524d\u535a\u5f08\u516c\u53f8 6 \u6708 3 \u65e5\u53d1\u5e03\u7684 2026 \u8d22\u5e74\u4e8c\u5b63\u5ea6\u8d22\u62a5\uff0c\u4e8c\u7ea7\u5e02\u573a\u4ea4\u6295\u6d3b\u8dc3\u5ea6\u5927\u5e45\u62ac\u5347\uff0c\u5bf9\u51b2\u8d44\u91d1\u4e0e\u77ed\u7ebf\u8d8b\u52bf\u8d44\u91d1\u96c6\u4e2d\u8fdb\u573a\uff0c\u671f\u6743\u5e02\u573a\u8ba4\u8d2d\u5408\u7ea6\u6210\u4ea4\u706b\u70ed\uff0c\u8d70\u52bf\u590d\u523b\u5e74\u5185\u591a\u8f6e AI \u76f8\u5173\u8d22\u62a5\u524d\u5915\u7684\u770b\u6da8\u5e03\u5c40\u7279\u5f81\u3002\u4e1a\u5185\u89c2\u70b9\u6307\u51fa\uff0c\u540e\u7eed\u80a1\u4ef7\u5206\u5316\u5173\u952e\u5728\u4e8e\u5b9a\u5236 XPU \u4ea7\u54c1\u843d\u5730\u8fdb\u5ea6\u4e0e AI \u7f51\u7edc\u8bbe\u5907\u9700\u6c42\u5151\u73b0\uff0c\u5018\u82e5\u8ba2\u5355\u7ed3\u6784\u6301\u7eed\u4f18\u5316\u5e26\u52a8\u6bdb\u5229\u7387\u4e0a\u884c\uff0c\u516c\u53f8\u4f30\u503c\u4ecd\u6709\u62ac\u5347\u7a7a\u95f4\uff0c\u4e00\u65e6\u4e1a\u7ee9\u4e0d\u53ca\u9884\u671f\u5219\u4f30\u503c\u5b58\u5728\u4e0b\u8c03\u98ce\u9669\uff0c\u8d22\u62a5\u843d\u5730\u524d\u4e8b\u4ef6\u4e0d\u786e\u5b9a\u6027\u504f\u9ad8\u3002<\/p>\n

Hewlett Packard Enterprise Company\uff08HPE\uff09<\/a>\u76d8\u540e\u884c\u60c5\u5927\u5e45\u8df3\u7a7a\u62c9\u5347\uff0c\u5168\u5929\u5927\u6da8 28.26%\uff0c\u6536\u76d8\u4ef7 60.28 \u7f8e\u5143\u3002\u4e00\u7eb8\u91cd\u91cf\u7ea7\u4e1a\u52a1\u5408\u540c\u843d\u5730\u6210\u4e3a\u884c\u60c5\u5f15\u7206\u70b9\uff0c\u5e02\u573a\u5c06\u5927\u989d\u8ba2\u5355\u89c6\u4f5c\u516c\u53f8\u4ece\u4f20\u7edf\u670d\u52a1\u5668\u5382\u5546\u5411 AI \u57fa\u5efa\u4f9b\u5e94\u5546\u8f6c\u578b\u7684\u5173\u952e\u62d0\u70b9\uff0c\u8ba2\u5355\u5e26\u6765\u786e\u5b9a\u6027\u4ea7\u80fd\u589e\u91cf\u3001\u5728\u624b\u8ba2\u5355\u50a8\u5907\u4e0e\u4e2d\u957f\u671f\u4e1a\u7ee9\u80fd\u89c1\u5ea6\uff0c\u8d44\u91d1\u5feb\u901f\u62a2\u7b79\u63a8\u5347\u6210\u4ea4\u91cf\u9aa4\u7136\u653e\u91cf\uff0c\u573a\u5185\u7a7a\u5934\u53d7\u80a1\u4ef7\u6025\u901f\u62c9\u5347\u88ab\u8feb\u4e0d\u8ba1\u6210\u672c\u5e73\u4ed3\u3002\u77ed\u671f\u6765\u770b\uff0c\u5e02\u573a\u6d88\u5316\u5229\u597d\u6d88\u606f\u8282\u594f\u5feb\u4e8e\u57fa\u672c\u9762\u6570\u636e\u843d\u5730\u901f\u5ea6\uff0c\u4e2a\u80a1\u540e\u7eed\u5927\u6982\u7387\u7ef4\u6301\u9ad8\u6ce2\u52a8\u3001\u76d8\u4e2d\u53cd\u590d\u9707\u8361\u7684\u8d70\u52bf\uff1b\u4e2d\u957f\u671f\u80a1\u4ef7\u5ef6\u7eed\u6027\uff0c\u9700\u8981\u4f9d\u6258\u8ba2\u5355\u843d\u5730\u5c65\u7ea6\u8fdb\u5ea6\u3001\u786c\u4ef6\u4ea7\u54c1\u76c8\u5229\u6c34\u5e73\u4e0e\u6301\u7eed\u6027\u65b0\u589e\u9700\u6c42\u9a8c\u8bc1\uff0c\u77ed\u7ebf\u8d44\u91d1\u8ffd\u9010\u76d8\u9762\u884c\u60c5\uff0c\u957f\u7ebf\u6295\u8d44\u8005\u5219\u9700\u8981\u6301\u7eed\u8ddf\u8e2a\u6bdb\u5229\u8868\u73b0\u4e0e\u7eed\u7ea6\u6536\u5165\u5360\u6bd4\u53d8\u5316\u3002<\/p>\n

Dollar General Corporation\uff08DG\uff09<\/a>\u5f53\u65e5\u6536\u6da8 4.29%\uff0c\u62a5 114.65 \u7f8e\u5143\u3002\u516c\u53f8\u6700\u65b0\u5b63\u5ea6\u8d22\u62a5\u6570\u636e\u8868\u73b0\u624e\u5b9e\uff0c\u95e8\u5e97\u6269\u5f20\u7b56\u7565\u8d8b\u4e8e\u7406\u6027\u514b\u5236\uff0c\u7ebf\u4e0b\u5230\u5e97\u5ba2\u6d41\u9010\u6b65\u4f01\u7a33\uff0c\u8d27\u54c1\u635f\u8017\u7ba1\u63a7\u843d\u5730\u89c1\u6548\uff0c\u6574\u5957\u7ecf\u8425\u6539\u5584\u903b\u8f91\u5151\u73b0\uff0c\u5951\u5408\u5e73\u4ef7\u6298\u6263\u96f6\u552e\u677f\u5757\u7a33\u5065\u914d\u7f6e\u5c5e\u6027\u3002\u884c\u60c5\u7531\u957f\u7ebf\u914d\u7f6e\u578b\u8d44\u91d1\u5206\u6279\u52a0\u4ed3\u9a71\u52a8\uff0c\u77ed\u7ebf\u6295\u673a\u8d44\u91d1\u53c2\u4e0e\u6709\u9650\uff0c\u76d8\u9762\u5448\u73b0\u7a33\u6b65\u7f13\u6b65\u5438\u7b79\u8d70\u52bf\uff0c\u65e0\u6781\u7aef\u66b4\u6da8\u884c\u60c5\u3002\u6295\u8d44\u903b\u8f91\u5c42\u9762\uff0c\u5e73\u4ef7\u8d85\u5e02\u677f\u5757\u7f3a\u4e4f\u9898\u6750\u7092\u4f5c\u5c5e\u6027\uff0c\u6838\u5fc3\u6295\u8d44\u4ef7\u503c\u843d\u811a\u4e8e\u7cbe\u7ec6\u5316\u8fd0\u8425\u4e0e\u4e1a\u7ee9\u97e7\u6027\uff0c\u53ea\u8981\u540e\u7eed\u540c\u5e97\u9500\u552e\u3001\u6bdb\u5229\u7387\u4e0d\u518d\u51fa\u73b0\u4e0b\u6ed1\uff0c\u516c\u53f8\u4f30\u503c\u5177\u5907\u7a33\u6b65\u62ac\u5347\u57fa\u7840\uff0c\u7ecf\u8425\u6570\u636e\u4e00\u65e6\u8f6c\u5f31\uff0c\u4f30\u503c\u6269\u5f20\u903b\u8f91\u4fbf\u4f1a\u5feb\u901f\u5931\u6548\u3002<\/p>\n

State Street Corporation\uff08STT\uff09<\/a>\u5c0f\u5e45\u4e0a\u6da8 1.81%\uff0c\u6536\u76d8 162.67 \u7f8e\u5143\u3002\u5e02\u573a\u5229\u7387\u73af\u5883\u8fb9\u9645\u5411\u597d\u5e26\u52a8\u6258\u7ba1\u94f6\u884c\u51c0\u5229\u606f\u6536\u5165\u6539\u5584\uff0c\u53e0\u52a0\u624b\u7eed\u8d39\u4e1a\u52a1\u6536\u5165\u5177\u5907\u6781\u5f3a\u7a33\u5b9a\u6027\uff0c\u624e\u5b9e\u7684\u5b63\u5ea6\u7ecf\u8425\u6570\u636e\u592f\u5b9e \u201c\u4f4e\u6ce2\u52a8\u7a33\u5065\u94f6\u884c\u201d \u914d\u7f6e\u903b\u8f91\uff0c\u673a\u6784\u8d44\u91d1\u6210\u4e3a\u4e70\u5165\u4e3b\u529b\u3002\u4e2a\u80a1\u6210\u4ea4\u4f53\u91cf\u5145\u8db3\u4f46\u672a\u50ac\u751f\u77ed\u7ebf\u7092\u4f5c\u884c\u60c5\uff0c\u504f\u597d\u77ed\u7ebf\u535a\u5f08\u7684\u6295\u673a\u8d44\u91d1\u5e76\u672a\u5927\u4e3e\u8fdb\u573a\u3002\u91d1\u878d\u677f\u5757\u6574\u4f53\u8d70\u52bf\u9ad8\u5ea6\u7ed1\u5b9a\u7f8e\u8054\u50a8\u5229\u7387\u653f\u7b56\u4e0e\u5168\u5e02\u573a\u98ce\u9669\u504f\u597d\uff0c\u82e5\u540e\u7eed\u8d27\u5e01\u653f\u7b56\u7ef4\u6301\u53cb\u597d\u3001\u8d44\u672c\u5e02\u573a\u6d41\u52a8\u6027\u5e73\u7a33\uff0c\u516c\u53f8\u76c8\u5229\u589e\u957f\u8def\u5f84\u53ef\u4fdd\u6301\u7a33\u5b9a\uff0c\u540e\u7eed\u9700\u8981\u6301\u7eed\u8ddf\u8e2a\u5b58\u6b3e\u7ed3\u6784\u53d8\u5316\u3001\u624b\u7eed\u8d39\u6536\u5165\u7a33\u5b9a\u6027\u4e0e\u80a1\u4e1c\u56de\u62a5\u8282\u594f\uff0c\u4e0a\u8ff0\u6307\u6807\u662f\u51b3\u5b9a\u516c\u53f8\u4f30\u503c\u80fd\u5426\u4e0a\u884c\u7684\u6838\u5fc3\u8981\u7d20\u3002<\/p>\n

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