{"id":486472,"date":"2024-02-06T17:14:49","date_gmt":"2024-02-07T01:14:49","guid":{"rendered":"https:\/\/nai500.com\/blog\/2024\/02\/faang-%e7%be%8e%e8%82%a1%e4%b8%83%e9%9b%84-ai%e4%ba%94%e8%82%a1-%e6%97%b6%e4%bb%a3\/"},"modified":"2024-02-06T17:15:07","modified_gmt":"2024-02-07T01:15:07","slug":"faang-%e7%be%8e%e8%82%a1%e4%b8%83%e9%9b%84-ai%e4%ba%94%e8%82%a1-%e6%99%82%e4%bb%a3","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2024\/02\/faang-%e7%be%8e%e8%82%a1%e4%b8%83%e9%9b%84-ai%e4%ba%94%e8%82%a1-%e6%99%82%e4%bb%a3\/","title":{"rendered":"FAANG\u548c\u201c\u7f8e\u80a1\u4e03\u96c4\u201d\u90fd\u904e\u6642\u4e86\uff0c\u73fe\u5728\u662f\u201cAI\u4e94\u80a1\u201d\u7684\u6642\u4ee3"},"content":{"rendered":"

\u83ef\u723e\u8857\u5206\u6790\u5e2b\u5011\u6700\u559c\u6b61\u7d66\u9818\u6f32\u80a1\u7968\u201c\u6253\u5305\u201d\uff0c\u6bd4\u5982\u8aaa2017\u5e74CNBC\u91d1\u878d\u5206\u6790\u5e2bJim Cramer\u767c\u660e\u7684FAANG\u80a1\u7968\uff0c\u4ee5\u53ca2013\u5e74\u7f8e\u570b\u9280\u884c\u5206\u6790\u5e2bMichael Hartnett\u63d0\u51fa\u7684\u201c\u7f8e\u80a1\u4e03\u96c4\u201d\uff08Magnificent Seven\uff09\u6982\u5ff5\u3002\u9019\u4e9b\u79d1\u6280\u5de8\u982d\u9664\u4e86\u5927\u5e45\u8dd1\u8d0f\u5e02\u5834\u4e4b\u5916\uff0c\u9084\u6709\u53e6\u4e00\u500b\u5171\u540c\u9ede\uff1a\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u3002<\/p>\n

\u9032\u51652024\u5e74\uff0c\u7f8e\u570b\u4e03\u5927\u79d1\u6280\u80a1\u7e7c\u7e8c\u5927\u6f32\uff0c\u4f46\u7279\u65af\u62c9Tesla Inc\uff08NASDAQ:TSLA\uff09\u9664\u5916\uff0c\u8a72\u80a1\u80a1\u50f91\u6708\u5c31\u66b4\u8dcc\u4e8623%\u3002\u65bc\u662f\uff0cCramer\u8a8d\u70ba\u7279\u65af\u62c9\u61c9\u8a72\u88ab\u8e22\u51fa\u7f8e\u80a1\u4e03\u96c4\uff0c\u800cLight Street Capital\u7684Glen Kacher\u4e7e\u8106\u89ba\u5f97FAANG\u548c\u7f8e\u80a1\u4e03\u96c4\u90fd\u5df2\u7d93\u904e\u6642\u4e86\uff0c\u56e0\u6b64\u63d0\u51fa\u4e86\u201cAI\u4e94\u80a1\u201d\u7684\u80a1\u7968\u7d44\u5408\u3002<\/p>\n

\u65b0\u7684\u4e00\u5e74\u88e1\uff0cAI\u4e94\u80a1\u6703\u4e0d\u6703\u6210\u70ba\u65b0\u7684\u5e02\u5834\u9818\u6f32\u80a1\u7968\uff1f<\/p>\n

1. \u82f1\u5049\u9054<\/h2>\n

AI\u4e94\u80a1\u80af\u5b9a\u5c11\u4e0d\u4e86\u82f1\u5049\u9054NVIDIA\uff08NASDAQ:NVDA\uff09<\/a>\u3002\u8a72\u516c\u53f8\u7684H100\u6578\u64da\u4e2d\u5fc3GPU\u82af\u7247\u662f\u958b\u767c\u5546\u5efa\u7acb\u3001\u8a13\u7df4\u548c\u90e8\u7f72AI\u6a21\u578b\u7684\u9996\u9078\u786c\u4ef6\u30022023\u5e74\u521d\uff0c\u6ed9\u8c50\u9280\u884c\u5206\u6790\u5e2b\u4f30\u8a08\u8a72\u82af\u7247\u88fd\u9020\u5546\u5728\u9019\u500b\u9818\u57df\u4f54\u64da\u4e8690%\u7684\u5e02\u5834\u4efd\u984d\uff0c\u800c\u6b64\u5f8c\u7684\u8ca1\u52d9\u696d\u7e3e\u4f3c\u4e4e\u4e5f\u5370\u8b49\u4e86\u9019\u4e00\u89c0\u9ede\u3002\u82f1\u5049\u9054\u6700\u8fd1\u5b63\u5ea6\u7684\u7e3d\u6536\u5165\u540c\u6bd4\u66b4\u589e206%\uff0c\u5176\u4e2d\u6578\u64da\u4e2d\u5fc3\u6536\u5165\u589e\u9577279%\uff0c\u5e36\u52d5\u8a72\u80a1\u80a1\u50f9\u53bb\u5e74\u5927\u6f32239%\u3002\u82f1\u5049\u9054\u65b0\u767c\u4f48\u7684H200\u6578\u64da\u4e2d\u5fc3\u82af\u7247\u6027\u80fd\u76f8\u6bd4H100\u63d0\u5347\u4e86\u4e00\u500d\uff0c\u80fd\u8017\u6e1b\u5c1150%\u3002\u76ee\u524d\u8a72\u516c\u53f8\u7522\u54c1\u4f9b\u4e0d\u61c9\u6c42\uff0c\u56e0\u6b64\u8a72\u8ca1\u5e74\u7684\u696d\u7e3e\u61c9\u8a72\u6703\u7dad\u6301\u9ad8\u589e\u9577\u8da8\u52e2\u3002<\/p>\n

2. \u5fae\u8edf<\/h2>\n

\u5fae\u8edfMicrosoft\uff08NASDAQ:MSFT\uff09\u7684AI\u696d\u52d9\u805a\u7126\u65bc\u8edf\u4ef6\uff0c\u516c\u53f8\u53bb\u5e74\u5411AI\u521d\u5275\u516c\u53f8OpenAI\u6295\u8cc7100\u5104\u7f8e\u5143\u4e26\u5c07\u5176\u751f\u6210\u5f0fAI\u61c9\u7528\u6574\u5408\u9032\u516c\u53f8\u7684\u6574\u5957\u8edf\u4ef6\u7576\u4e2d\u3002\u6bd4\u5982\u8aaa\uff0cCopilot for 365\u7684\u7528\u6236\u73fe\u5728\u53ef\u4ee5\u5728Word\u3001Excel\u4ee5\u53caPowerPoint\u7b49\u61c9\u7528\u7576\u4e2d\u5feb\u901f\u5275\u5efa\u5167\u5bb9\uff0c\u63d0\u5347\u52de\u52d5\u751f\u7522\u7387\u3002\u6b64\u5916\uff0cAzure OpenAI Service\u6574\u5408\u4e86OpenAI\u7684GPT-4\u6a21\u578b\uff0cAzure\u96f2\u5ba2\u6236\u53ef\u4ee5\u5229\u7528\u9019\u4e00\u6280\u8853\u958b\u767c\u6eff\u8db3\u81ea\u8eab\u9700\u6c42\u7684AI\u61c9\u7528\u3002\u6700\u8fd1\uff0c\u5fae\u8edf\u53d6\u4ee3\u860b\u679cApple\uff08NASDAQ:AAPL\uff09\u6210\u70ba\u5168\u7403\u5e02\u503c\u6700\u9ad8\u7684\u516c\u53f8\uff08\u8d85\u904e3\u842c\u5104\u7f8e\u5143\uff09\u3002<\/p>\n

3. Advanced Micro Devices<\/h2>\n

\u5728AI\u82af\u7247\u9818\u57df\uff0cAdvanced Micro Devices Inc\uff08NASDAQ:AMD\uff09\u501f\u52a9\u65b0\u767c\u4f48\u7684MI300\u6578\u64da\u4e2d\u5fc3GPU\u8207\u82f1\u5049\u9054\u5f62\u6210\u6b63\u9762\u7af6\u722d\u5c40\u9762\u3002MI300A\u662f\u5168\u7403\u9996\u6b3e\u6578\u64da\u4e2d\u5fc3APU\uff0c\u7f8e\u570b\u52de\u502b\u65af\u5229\u5f17\u83ab\u723e\u570b\u5bb6\u5be6\u9a57\u5ba4\u5ba3\u4f48\u6700\u65b0\u7684\u8d85\u7d1a\u8a08\u7b97\u6a5fEl Capitan\u5c07\u9078\u7528AMD\u7684\u9019\u6b3e\u82af\u7247\u3002\u6b64\u5916\uff0c\u7279\u65af\u62c9Tesla Inc\uff08NASDAQ:TSLA\uff09\u53ef\u80fd\u4e5f\u6703\u4f7f\u7528MI300\u8a13\u7df4\u5b83\u7684AI\u4ee5\u53ca\u81ea\u52d5\u99d5\u99db\u6a21\u578b\u30022024\u5e74\u4ee5\u4f86\uff0cAMD\u7684\u80a1\u50f9\u5df2\u7d93\u5927\u6f3228%\u3002<\/p>\n

4. \u53f0\u7a4d\u96fb<\/h2>\n

\u53f0\u7a4d\u96fbTaiwan Semiconductor Manufacturing\uff08NYSE:TSM\uff09\u751f\u7522\u4e86\u5168\u7403\u8d85\u904e\u4e00\u534a\u7684\u82af\u7247\uff0c\u5176\u4e2d\u5305\u62ec\u985e\u4f3c\u82f1\u5049\u9054\u548cAMD\u7b49\u516c\u53f8\u8a2d\u8a08\u7684\u9ad8\u7aefGPU\u3002\u5f97\u76ca\u4e8eAI\u82af\u7247\u7684\u9ad8\u9700\u6c42\uff0c\u8a72\u516c\u53f8\u9ad8\u6027\u80fd\u8a08\u7b97\u696d\u52d9\u677f\u584a\u56db\u5b63\u5ea6\uff08\u622a\u81f312\u670831\u65e5\uff09\u74b0\u6bd4\u589e\u957717%\u3002\u83ef\u723e\u8857\u9810\u8a08\u53f0\u7a4d\u96fb2024\u5e74\u7684\u6536\u5165\u5c07\u589e\u957722%\u81f3850\u5104\u7f8e\u5143\uff0c2025\u5e74\u518d\u589e\u957720%\u4e26\u9996\u6b21\u7a81\u78341000\u5104\u7f8e\u5143\u3002<\/p>\n

5. \u535a\u901a<\/h2>\n

\u535a\u901aBroadcom\uff08NASDAQ:AVGO\uff09\u6216\u8a31\u4e0d\u5728\u5f88\u591aAI\u6295\u8cc7\u8005\u9996\u9078\u95dc\u6ce8\u80a1\u7968\u540d\u55ae\u7576\u4e2d\uff0c\u4f46\u8a72\u80a1\u80a1\u50f9\u904e\u53bb5\u5e74\u7ffb\u4e86\u5169\u756a\u591a\uff0c\u4e26\u4e14\u6536\u8cfc\u4e86\u5b89\u83ef\u9ad8\u3001CA Technologies\u3001\u8cfd\u9580\u9435\u514b\u4ee5\u53caVMware\u3002\u535a\u901a\u662f\u806f\u7db2\u548c\u670d\u52d9\u5668\u9023\u63a5\u9818\u57df\u7684\u9818\u5c0e\u8005\uff0c\u516c\u53f8\u63a8\u51fa\u5168\u65b0\u4ea4\u63db\u6a5f\u82af\u7247Tomahawk 5\u53ef\u4ee5\u52a0\u5febAI\u5de5\u4f5c\u8ca0\u8f09\u3002\u6b64\u5916\uff0c\u8cfd\u9580\u9435\u514b\u6700\u8fd1\u8207\u7a40\u6b4c\u96f2\u7684Vertex AI\u5e73\u81fa\u7c3d\u7f72\u5354\u8b70\u3002\u535a\u901a\u53bb\u5e74\u5b8c\u6210\u4e86\u5c0dVMware\u7684\u6536\u8cfc\uff0c2024\u8ca1\u5e74\u8d77\uff08\u8d77\u59cb\u65bc2023\u5e7411\u6708\uff09\u8ca1\u5831\u5c07\u6703\u5408\u4e26\uff0c\u56e0\u6b642024\u8ca1\u5e74\u7684\u6536\u5165\u9810\u8a08\u5c07\u6703\u589e\u957740%\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u83ef\u723e\u8857\u5206\u6790\u5e2b\u5011\u6700\u559c\u6b61\u7d66\u9818\u6f32\u80a1\u7968\u201c\u6253\u5305\u201d\uff0c\u6bd4\u5982\u8aaa2017\u5e74CNBC\u91d1\u878d\u5206\u6790\u5e2bJim Cramer\u767c\u660e\u7684FAANG […]<\/p>\n","protected":false},"author":27,"featured_media":449073,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[675,2174,2156,2001],"class_list":{"0":"post-486472","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","6":"hentry","7":"category-1522","8":"category-trends-strategies-zh-hant","9":"tag--zh-hant","10":"tag-2174","11":"tag-2156","13":"sectors-technology-zh-hant","14":"locations-us-zh-hant","15":"exchange-nasdaq-zh-hant","16":"exchange-nyse-zh-hant"},"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/486472","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=486472"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/486472\/revisions"}],"predecessor-version":[{"id":486475,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/486472\/revisions\/486475"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/449073"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=486472"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=486472"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=486472"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}