{"id":501407,"date":"2024-05-30T20:45:04","date_gmt":"2024-05-31T03:45:04","guid":{"rendered":"https:\/\/nai500.com\/?p=501407"},"modified":"2024-05-30T20:45:04","modified_gmt":"2024-05-31T03:45:04","slug":"%e6%a9%9f%e6%a7%8b-%e5%a4%a7%e8%b3%87%e9%87%91-%e6%9c%80%e7%9c%8b%e5%a5%bd-%e4%b8%83%e6%94%af-%e7%be%8e%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2024\/05\/%e6%a9%9f%e6%a7%8b-%e5%a4%a7%e8%b3%87%e9%87%91-%e6%9c%80%e7%9c%8b%e5%a5%bd-%e4%b8%83%e6%94%af-%e7%be%8e%e8%82%a1\/","title":{"rendered":"\u76e4\u9ede\u6a5f\u69cb\u5927\u8cc7\u91d1\u73fe\u968e\u6bb5\u6700\u770b\u597d\u7684\u4e03\u652f\u7f8e\u80a1"},"content":{"rendered":"

\u6a5f\u69cb\u6295\u8cc7\u8005\u662f\u5728\u80a1\u5e02\u4e2d\u64c1\u6709\u91cd\u8981\u5f71\u97ff\u529b\u7684\u6240\u8b02\u201c\u5927\u8cc7\u91d1\u201d\u3002\u5728\u80a1\u7968\u5e02\u5834\uff0c\u8ffd\u8e64\u6a5f\u69cb\u6295\u8cc7\u8005\u662f\u4e00\u7a2e\u6709\u6548\u7684\u7b56\u7565\uff0c\u56e0\u70ba\u6a5f\u69cb\u5177\u6709\u96c6\u4e2d\u8cc7\u6e90\u4e26\u8cfc\u8cb7\u5927\u5b97\u8b49\u5238\u7684\u80fd\u529b\uff0c\u5728\u5f88\u5927\u7a0b\u5ea6\u4e0a\u80fd\u5920\u5f71\u97ff\u80a1\u7968\u50f9\u683c\u3002\u6b64\u5916\uff0c\u6a5f\u69cb\u6295\u8cc7\u8005\u5f80\u5f80\u64c1\u6709\u66f4\u8c50\u5bcc\u7684\u7d93\u9a57\u548c\u66f4\u8a73\u7d30\u7684\u5e02\u5834\u77e5\u8b58\u3002\u4e0b\u9762\u9019\u4e03\u652f\u7f8e\u80a1\u76ee\u524d\u6b63\u53d7\u5230\u6a5f\u69cb\u8cc7\u91d1\u8ffd\u6367\uff0c\u6295\u8cc7\u8005\u53ef\u4ee5\u95dc\u6ce8\u8fd1\u671f\u7684\u4ea4\u6613\u6a5f\u6703\u3002<\/p>\n

Meta Platforms (META)<\/b><\/strong><\/h2>\n

Meta Platforms<\/b><\/strong>\u00a0(NASDAQ:META<\/b><\/u><\/strong><\/a>)\u80a1\u7968\u4eca\u5e74\u5099\u53d7\u6a5f\u69cb\u95dc\u6ce8\u3002\u622a\u6b622024\u5e743\u6708\uff0c\u6a5f\u69cb\u6301\u80a1\u7e3d\u50f9\u503c\u9054\u5230\u4e86\u8fd17220\u5104\u7f8e\u5143\u3002\u5171\u6709808\u5bb6\u6a5f\u69cb\u6295\u8cc7\u8005\u57283\u6708\u4efd\u5efa\u5009\u4e86Meta Platforms\u80a1\u7968\uff0c\u4e00\u5ea6\u50c5\u6b21\u65bc\u82f1\u5049\u9054\u3002\u56e0\u6b64\uff0cMeta\u80a1\u7968\u4eca\u5e74\u7684\u4e0a\u6f32\u4e5f\u5c31\u4e0d\u8db3\u70ba\u5947\u4e86\uff0c\u5e74\u521d\u8fc4\u4eca\u4e0a\u6f32\u4e8632%\u3002\u8ca1\u5831\u986f\u793a\uff0c\u8a72\u516c\u53f8\u7b2c\u4e00\u5b63\u5ea6\u71df\u6536\u6fc0\u589e\u4e8627%\uff0c\u6de8\u6536\u5165\u7ffb\u4e86\u4e00\u756a\uff0c\u589e\u9577\u4e86117%\u3002\u503c\u5f97\u6307\u51fa\u7684\u662f\uff0c\u8a72\u516c\u53f8\u5728Llama 3\u4eba\u5de5\u667a\u80fd\u65b9\u9762\u53d6\u5f97\u4e86\u91cd\u5927\u9032\u5c55\uff0c\u4e26\u4e14\u7acb\u5fd7\u6210\u70ba\u6700\u91cd\u8981\u7684\u4eba\u5de5\u667a\u80fd\u516c\u53f8\u4e4b\u4e00\u3002\u9664\u6b64\u4e4b\u5916\uff0cMeta\u7684\u5ee3\u544a\u5c55\u793a\u548c\u5ee3\u544a\u5b9a\u50f9\u7b49\u5404\u9805\u6307\u6a19\u90fd\u5728\u986f\u8457\u4e0a\u5347\uff0c\u8b49\u660e\u4e86\u4e3b\u5c0e\u516c\u53f8\u6574\u9ad4\u696d\u52d9\u7684\u5ee3\u544a\u6536\u5165\u8907\u8607\u7684\u91cd\u8981\u6027\u3002<\/p>\n

Broadcom (AVGO)<\/b><\/strong><\/h2>\n

\u622a\u81f33\u6708\u5e95\uff0c\u6a5f\u69cb\u6295\u8cc7\u8005\u5171\u6301\u6709\u8fd14300\u5104\u7f8e\u5143\u7684Broadcom<\/b><\/strong>\u00a0(NASDAQ:AVGO<\/b><\/u><\/strong><\/a>)\u80a1\u7968\u3002\u8a72\u516c\u53f8\u662f\u5168\u7403\u6700\u91cd\u8981\u7684\u534a\u5c0e\u9ad4\u8a2d\u8a08\u3001\u8edf\u4ef6\u548c\u82af\u7247\u57fa\u790e\u8a2d\u65bd\u516c\u53f8\u4e4b\u4e00\u3002\u6a5f\u69cb\u6295\u8cc7\u8005\u6301\u6709Broadcom\u80a1\u7968\u7684\u91cd\u8981\u539f\u56e0\u4e4b\u4e00\u662f\u8a72\u80a1\u5167\u5728\u7684\u7a69\u5b9a\u6027\u3002\u800c\u4e14\u8a72\u516c\u53f8\u81f4\u529b\u65bc\u5411\u80a1\u6771\u6d3e\u767c\u80a1\u606f\uff0c\u9019\u4e5f\u662f\u7a69\u5b9a\u6027\u7684\u9ad4\u73fe\u3002Broadcom\u4e0a\u4e00\u6b21\u524a\u6e1b\u80a1\u606f\u662f\u57282011\u5e74\uff0c\u4f46\u662f\u6d3e\u606f\u6bd4\u7387\u4e00\u76f4\u90fd\u5f88\u5065\u5eb7\u3002<\/p>\n

Lithium Americas (Argentina) (LAAC)<\/b><\/strong><\/h2>\n

Lithium Americas (Argentina)\u00a0<\/b><\/strong>(NYSE:LAAC<\/b><\/u><\/strong><\/a>)\u51fa\u73fe\u5728\u9019\u4efd\u540d\u55ae\u4e0a\u53ef\u80fd\u6703\u8b93\u4e00\u4e9b\u6295\u8cc7\u8005\u611f\u5230\u610f\u5916\u3002\u4f46\u662f\u6578\u64da\u986f\u793a\uff0c\u6a5f\u69cb\u5c0d\u9019\u652f\u80a1\u7968\u7684\u6301\u80a1\u57283\u6708\u4efd\u589e\u52a0\u4e86\u8d85\u904e1700%\u3002\u9019\u88cf\u8981\u63d0\u9192\u6295\u8cc7\u8005\u7684\u662f\uff0c\u9019\u652f\u80a1\u7968\u4e0d\u662f\u5728\u5167\u83ef\u9054\u5dde\u64c1\u6709Thacker Pass\u7926\u5c71\u7684Lithium Americas\u80a1\u7968\u3002\u5f9e\u540d\u5b57\u4e0a\u53ef\u4ee5\u770b\u51fa\u4f86\uff0c\u8a72\u516c\u53f8\u81f4\u529b\u65bc\u958b\u767c\u4f4d\u65bc\u963f\u6839\u5ef7\u7684\u92f0\u8cc7\u7522\uff0c\u53bb\u5e74\u7b2c\u56db\u5b63\u5ea6\u751f\u7522\u4e864500\u5678\u92f0\uff0c\u8a08\u5283\u5728\u6574\u500b2024\u5e74\u751f\u7522\u591a\u90544\u842c\u5678\u7684\u92f0\u3002<\/p>\n

Walt Disney (DIS)<\/b><\/strong><\/h2>\n

\u8fea\u58eb\u5c3c<\/b><\/strong>Walt Disney<\/b><\/strong>\u00a0(NYSE:DIS<\/b><\/u><\/strong>)\u80a1\u7968\u73fe\u5728\u5c0d\u65bc\u6295\u8cc7\u8005\u4f86\u8aaa\u6709\u4e9b\u98c4\u5ffd\u4e0d\u5b9a\u3002\u8a72\u516c\u53f8\u5728\u63a8\u52d5\u6d41\u5a92\u9ad4\u696d\u52d9\u76c8\u5229\u65b9\u9762\u53d6\u5f97\u4e86\u91cd\u5927\u9032\u5c55\uff0c\u4e26\u4e14\u5c08\u6ce8\u65bc\u7a4d\u6975\u7684\u6210\u672c\u524a\u6e1b\u3002\u4e00\u4e9b\u6279\u8a55\u8005\u8a8d\u70ba\u9019\u4e9b\u52aa\u529b\u8868\u660e\u4e86\u7f3a\u4e4f\u53ef\u884c\u7684\u589e\u9577\u76ee\u6a19\u548c\u6574\u9ad4\u589e\u9577\u6f5b\u529b\uff0c\u9019\u53ef\u80fd\u662f\u5c0e\u81f4\u8fea\u58eb\u5c3c\u80a1\u50f9\u75b2\u8edf\u7684\u539f\u56e0\u4e4b\u4e00\u3002\u4e0d\u904e\uff0c\u4eca\u5e74\u5e74\u521d\u81f3\u4eca\uff0c\u8fea\u58eb\u5c3c\u80a1\u7968\u4e0a\u6f32\u4e8612%\uff0c\u4e26\u4e14\u6d41\u5a92\u9ad4\u696d\u52d9\u5728\u7b2c\u4e00\u5b63\u5ea6\u8b49\u660e\u4e86\u76c8\u5229\u80fd\u529b\uff0c\u9019\u61c9\u8a72\u662f\u6a5f\u69cb\u6295\u8cc7\u8005\u76ee\u524d\u770b\u597d\u8a72\u80a1\u7684\u4e00\u500b\u91cd\u8981\u539f\u56e0\u3002<\/p>\n

Nvidia (NVDA)<\/b><\/strong><\/h2>\n

\u82f1\u5049\u9054\u80a1\u7968\u73fe\u5728\u5728\u591a\u500b\u6307\u6a19\u4e0b\u90fd\u662f\u6a5f\u69cb\u6295\u8cc7\u8005\u7684\u6700\u611b\u3002\u5728\u7d93\u66c6\u53c8\u4e00\u500b\u5f37\u52c1\u76c8\u5229\u7684\u5b63\u5ea6\u5f8c\uff0c\u5373\u4f7f\u80a1\u50f9\u5df2\u7d93\u7a81\u78341000\u7f8e\u5143\u5927\u95dc\uff0c\u6a5f\u69cb\u6295\u8cc7\u8005\u4ecd\u5728\u52a0\u5927\u5c0d\u82f1\u5049\u9054\u7684\u8cb7\u5165\u3002TD Cowen\u525b\u525b\u5c07\u8a72\u80a1\u7684\u76ee\u6a19\u80a1\u50f9\u4e0a\u8abf\u81f31200\u7f8e\u5143\u3002\u800c\u82f1\u5049\u9054\u525b\u525b\u516c\u5e03\u4e86\u6709\u53f2\u4ee5\u4f86\u6700\u9ad8\u7684\u5b63\u5ea6\u5229\u6f64\u548c\u92b7\u552e\u6578\u5b57\u3002\u5728\u6b64\u4e4b\u524d\uff0c\u5176\u4ed6\u5206\u6790\u5e2b\u5c31\u5df2\u7d93\u7d66\u4e88\u4e86\u82f1\u5049\u9054\u66f4\u9ad8\u7684\u76ee\u6a19\u80a1\u50f9\u3002 \u7e3d\u4e4b\uff0c\u6563\u6236\u6295\u8cc7\u8005\u53ef\u4ee5\u671f\u5f85\u5728\u6700\u65b0\u7684\u696d\u7e3e\u5831\u544a\u5f8c\uff0c\u6a5f\u69cb\u6295\u8cc7\u8005\u5c07\u52a0\u5927\u5c0d\u82f1\u5049\u9054\u80a1\u7968\u7684\u6295\u6ce8\uff0c\u63a8\u52d5\u5176\u80a1\u50f9\u9032\u4e00\u6b65\u8d70\u9ad8\u3002<\/p>\n

AMD (AMD)<\/b><\/strong><\/h2>\n

AMD<\/b><\/strong>\u00a0(NASDAQ:AMD<\/b><\/u><\/strong><\/a>)\u662f\u53e6\u4e00\u652f\u8fd1\u671f\u53d7\u5230\u773e\u591a\u6a5f\u69cb\u6295\u8cc7\u8005\u9752\u775e\u7684\u80a1\u7968\u3002\u8a72\u516c\u53f8\u8207\u82f1\u5049\u9054\u662f\u7af6\u722d\u5c0d\u624b\u7684\u95dc\u7cfb\uff0c\u5728\u82f1\u5049\u9054\u767c\u5e03\u5f37\u52c1\u7684\u76c8\u5229\u5831\u544a\u5f8c\uff0cAMD\u80a1\u50f9\u51fa\u73fe\u4e0b\u8dcc\u3002\u4f46\u4e8b\u5be6\u4e0a\uff0c\u9019\u53ef\u80fd\u662f\u6295\u8cc7\u8005\u7684\u4e00\u500b\u904e\u5ea6\u53cd\u61c9\u3002\u773e\u6240\u5468\u77e5\uff0c\u5fae\u8edf\u76ee\u524d\u5927\u91cf\u5229\u7528\u7684\u5c31\u662fAMD\u7684MI300x\u82af\u7247\u3002\u96a8\u8457\u8a72\u516c\u53f8\u7e7c\u7e8c\u6539\u9032\u82af\u7247\uff0c\u672a\u4f86\u4e0d\u6392\u9664\u6709\u4e00\u5929\u80fd\u5920\u8d85\u8d8a\u82f1\u5049\u9054\u3002\u6700\u91cd\u8981\u7684\u662f\uff0cAMD\u80a1\u7968\u4e0d\u7528\u9762\u81e8\u82f1\u5049\u9054\u6240\u9762\u81e8\u7684\u6c89\u91cd\u50f9\u683c\u58d3\u529b\u3002<\/p>\n

Eli Lilly (LLY)<\/b><\/strong><\/h2>\n

Eli Lilly<\/b><\/strong>\u00a0(NYSE:LLY<\/b><\/u><\/strong><\/a>)\u662f\u83ef\u723e\u8857\u6563\u6236\u548c\u6a5f\u69cb\u6295\u8cc7\u8005\u57282024\u5e74\u6700\u770b\u597d\u7684\u80a1\u7968\u4e4b\u4e00\u3002Mounjaro\u548cZepbound\u9019\u5169\u6b3e\u85e5\u5df2\u7d93\u8b49\u660e\u6210\u70ba\u8a72\u516c\u53f82024\u5e74\u589e\u9577\u7684\u4ee4\u4eba\u96e3\u4ee5\u7f6e\u4fe1\u7684\u9a45\u52d5\u529b\u3002\u7531\u65bc\u6e1b\u80a5\u85e5\u7684\u5f37\u52c1\u5be6\u529b\uff0c\u8a72\u516c\u53f8\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u589e\u9577\u4e8626%\u3002\u7b2c\u4e00\u5b63\u5ea6\u92b7\u552e\u984d\u9060\u9060\u8d85\u51fa\u4e86\u83ef\u723e\u8857\u5206\u6790\u5e2b\u9810\u671f\uff0c\u4f7fEli Lilly\u63d0\u9ad8\u4e862024\u5e74\u92b7\u552e\u9810\u6e2c\u3002Zepbound\u548cMounjaro\u5f88\u53ef\u80fd\u6703\u514c\u73fe\u5176\u4f5c\u70ba\u6539\u5beb\u5236\u85e5\u884c\u696d\u92b7\u552e\u6578\u64da\u7684\u91cd\u78c5\u85e5\u7269\u7684\u627f\u8afe\u3002\u8207\u6b64\u540c\u6642\uff0c\u8a72\u516c\u53f8\u7e7c\u7e8c\u671d\u8457\u6bcf\u5468\u4e00\u6b21\u80f0\u5cf6\u7d20\u6ce8\u5c04\u85e5\u7269\u7814\u767c\u7684\u76ee\u6a19\u63a8\u9032\uff0c\u4ee5\u53d6\u4ee3\u76ee\u524d\u6bcf\u5929\u4e00\u6b21\u7684\u6ce8\u5c04\uff0c\u56e0\u6b64\uff0c\u672a\u4f86\u7684\u9700\u6c42\u5f88\u53ef\u80fd\u6703\u975e\u5e38\u5f37\u52c1\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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