{"id":545899,"date":"2024-07-15T20:59:55","date_gmt":"2024-07-16T03:59:55","guid":{"rendered":"https:\/\/nai500.com\/blog\/2024\/07\/%e5%8d%8e%e5%b0%94%e8%a1%97%e4%b8%93%e5%ae%b6%e5%be%88%e4%b9%90%e8%a7%82-amd-%e7%ad%89%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e4%bc%81%e4%b8%9a%e6%94%b6%e7%9b%8a%e6%88%96%e5%b0%86%e5%a2%9e%e5%8a%a0\/"},"modified":"2024-07-15T21:00:40","modified_gmt":"2024-07-16T04:00:40","slug":"%e8%8f%af%e7%88%be%e8%a1%97%e5%b0%88%e5%ae%b6%e5%be%88%e6%a8%82%e8%a7%80-amd-%e7%ad%89%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e4%bc%81%e6%a5%ad%e6%94%b6%e7%9b%8a%e6%88%96%e5%b0%87%e5%a2%9e%e5%8a%a0","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2024\/07\/%e8%8f%af%e7%88%be%e8%a1%97%e5%b0%88%e5%ae%b6%e5%be%88%e6%a8%82%e8%a7%80-amd-%e7%ad%89%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e4%bc%81%e6%a5%ad%e6%94%b6%e7%9b%8a%e6%88%96%e5%b0%87%e5%a2%9e%e5%8a%a0\/","title":{"rendered":"\u83ef\u723e\u8857\u5c08\u5bb6\u5f88\u6a02\u89c0\uff0cAMD\u7b49\u4eba\u5de5\u667a\u80fd\u4f01\u696d\u6536\u76ca\u6216\u5c07\u589e\u52a0"},"content":{"rendered":"

\u5118\u7ba1\u79d1\u6280\u5de8\u982d\u82f1\u5049\u9054(NVDA)<\/a> \u6700\u8fd1\u9047\u5230\u4e86\u4e00\u4e9b\u52d5\u76ea\uff0c\u4f46\u83ef\u723e\u8857\u5c08\u5bb6\u5c0d\u8a72\u516c\u53f8\u7684\u9577\u671f\u524d\u666f\u4ecd\u6301\u6a02\u89c0\u614b\u5ea6\u3002\u6700\u8fd1\uff0cTD Cowen\u5206\u6790\u5e2bMatthew Ramsay\u91cd\u7533\u4e86\u5c0d\u82f1\u5049\u9054\u80a1\u7968\u7684\u770b\u6f32\u7406\u7531\uff0c\u7406\u7531\u662f\u57fa\u672c\u9762\u5f37\u52c1\u3002\u6700\u7d42\uff0c\u6578\u64da\u4e2d\u5fc3\u7684\u9700\u6c42\u61c9\u8a72\u6703\u7e7c\u7e8c\u5728\u9577\u671f\u5167\u63d0\u5347\u80a1\u50f9\u3002<\/p>\n

\u53ef\u4ee5\u80af\u5b9a\u7684\u662f\uff0c\u7126\u616e\u5df2\u7d93\u958b\u59cb\u8513\u5ef6\u5230\u6545\u4e8b\u4e2d\u3002\u96d6\u7136\u82f1\u5049\u9054\u80a1\u7968\u4eca\u5e74\u8fc4\u4eca\u4e0a\u6f32\u4e86\u7d04 165%\uff0c\u4f46\u904e\u53bb\u4e00\u500b\u6708\u80a1\u50f9\u4e0b\u8dcc\u4e86 2% \u4ee5\u4e0a\u3002\u5f9e\u6839\u672c\u4e0a\u8b1b\uff0c\u4e00\u4e9b\u6295\u8cc7\u8005\u64d4\u5fc3\u96f2\u8a08\u7b97\u63d0\u4f9b\u5546\u548c\u5176\u4ed6\u4f01\u696d\u53ef\u80fd\u6703\u653e\u7de9\u5c0d\u82f1\u5049\u9054\u8655\u7406\u5668\u7684\u8cfc\u8cb7\u3002TD Cowen\u627f\u8a8d\u4eba\u5011\u5c0d\u672a\u4f86\u7684\u53ef\u884c\u6027\u6709\u6240\u64d4\u6182\u3002Ramsay\u8a8d\u70ba\u201c\u57fa\u65bc Hopper \u7684\u7cfb\u7d71\u5c0d\u8a08\u7b97\u548c\u7db2\u7d61\u7684\u6301\u7e8c\u9700\u6c42\u201d\u5c07\u4f7f\u82f1\u5049\u9054\u80fd\u5920\u8d85\u8d8a\u7b2c\u4e8c\u8ca1\u5b63\u7684\u76ee\u6a19\u3002\u56e0\u6b64\uff0c\u5206\u6790\u5e2b\u5c07\u82f1\u5049\u9054\u80a1\u7968\u7684\u76ee\u6a19\u50f9\u5f9e 140 \u7f8e\u5143\u4e0a\u8abf\u81f3 165 \u7f8e\u5143\u3002<\/p>\n

TD Cowen\u9084\u8868\u793a\uff0c\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u7684\u4e3b\u984c\u4e00\u76f4\u88ab\u5c11\u6578\u5e7e\u5bb6\u516c\u53f8\u4e3b\u5c0e\uff0c\u5c24\u5176\u662f\u82f1\u5049\u9054\uff0c\u4f46\u8a72\u5718\u9ad4\u4f3c\u4e4e\u6b63\u5728\u64f4\u5927\u3002<\/p>\n

\u8a72\u516c\u53f8\u7684\u5206\u6790\u5e2b\u5728\u4e00\u4efd\u6295\u8cc7\u8005\u5831\u544a\u4e2d\u5beb\u9053: \u201c\u5118\u7ba1\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u652f\u51fa\u958b\u59cb\u64f4\u5c55\u5230\u5176\u4ed6\u516c\u53f8\uff0c\u82f1\u5049\u9054\u7e7c\u7e8c\u4e3b\u5c0e\u4ea4\u6613\u3001\u6558\u4e8b\u548c\u57fa\u672c\u9762\uff0c AMD\uff08AMD\uff09<\/a>\u3001\u535a\u901a(AVGO)<\/a>\u548cMarvell(MRVL)<\/a> \u7b49\u5176\u4ed6\u516c\u53f8\u7684\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u652f\u51fa\u4e5f\u958b\u59cb\u64f4\u5f35\u3002\u77ed\u671f\u5167\u6c92\u6709\u8de1\u8c61\u8868\u660e\u751f\u6210\u4eba\u5de5\u667a\u80fd\u7684\u9700\u6c42\u6703\u6e1b\u5f31\uff0c\u535a\u901a\u6700\u8fd1\u63d0\u9ad8\u4e86\u5168\u5e74\u7684\u4eba\u5de5\u667a\u80fd\u76ee\u6a19\u3002\u6b64\u5916\uff0c\u4e3b\u8981\u8edf\u4ef6\u516c\u53f8\u4ecd\u5728\u63a8\u51fa\u57fa\u65bc\u4eba\u5de5\u667a\u80fd\u7684\u7522\u54c1\uff0c\u56e0\u6b64\uff0c\u96a8\u8457\u5927\u5ba2\u6236\u8a66\u5716\u5be6\u73fe\u901a\u7528\u4eba\u5de5\u667a\u80fd\u7684\u878d\u5408\uff0c\u9700\u6c42\u53ef\u80fd\u6703\u7e7c\u7e8c\u589e\u5f37\u201d\u3002<\/p>\n

TD Cowen\u4e0a\u8abf\u4e86AMD\u3001Credo Technology\u3001Cirrus Logic\u3001Monolithic Power Systems\u3001MACOM Technology Solutions (MTSI)<\/a>\u548c\u82f1\u5049\u9054\u7684\u76ee\u6a19\u50f9\u3002<\/p>\n

\u6df1\u5165\u7814\u7a76\u5f8c\uff0c\u5206\u6790\u5e2b\u9810\u8a08MI300X\u52a0\u901f\u5668\u8a08\u5283\uff08\u53ca\u5176\u5f8c\u7e8c\u8a08\u5283\uff09\u53ef\u5e6b\u52a9AMD\u57282024\u5e74\u5275\u902047.5\u5104\u7f8e\u5143\u7684\u92b7\u552e\u984d\uff0c\u57282025\u5e74\u5275\u902095\u5104\u7f8e\u5143\u7684\u92b7\u552e\u984d\u3002\u8207\u6b64\u540c\u6642\uff0c\u535a\u901a\u88ab\u8996\u70ba\u201c\u9664\u4e86\u5b9a\u5236\u82af\u7247\u7684\u589e\u7522\u5916\uff0c\u9084\u7279\u5225\u9069\u5408\u5f9e\u5411\u4ee5\u592a\u7db2\u5f8c\u7aef\u7db2\u7d61\u7684\u6301\u7e8c\u904e\u6e21\u4e2d\u7372\u76ca\u201d\u3002<\/p>\n

\u96a8\u8457\u5b9a\u5236\u82af\u7247\u696d\u52d9\u7684\u6301\u7e8c\u589e\u9577\uff0cMarvell\u61c9\u8a72\u6703\u5f9e\u4e2d\u53d7\u76ca\u3002<\/p>\n

Monolithic Power (MPWR)<\/a>\u9084\u5c07\u5f9e\u82f1\u5049\u9054\u3001AMD\u53ca\u5176\u5f35\u91cf\u8655\u7406\u55ae\u5143(TPU)\u96fb\u6e90\u7ba1\u7406\u696d\u52d9(\u5c24\u5176\u662f\u535a\u901a\u7684\u5ba2\u6236\u8c37\u6b4c)\u7684\u9ad8\u9644\u52a0\u7387\u548c\u5167\u5bb9\u589e\u9577\u4e2d\u7372\u76ca\u3002<\/p>\n

Credo Technology (CRDO)<\/a>\u548c\u9ad8\u901a(QCOM)<\/a>\u5c07\u5f9e\u6578\u64da\u4e2d\u5fc3\u5411\u667a\u80fd\u624b\u6a5f\u548c\u500b\u4eba\u96fb\u8166\u7b49\u5ba2\u6236\u7aef\u8a2d\u5099\u7684\u4eba\u5de5\u667a\u80fd\u652f\u51fa\u64f4\u5f35\u4e2d\u53d7\u76ca\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u5118\u7ba1\u79d1\u6280\u5de8\u982d\u82f1\u5049\u9054(NVDA) \u6700\u8fd1\u9047\u5230\u4e86\u4e00\u4e9b\u52d5\u76ea\uff0c\u4f46\u83ef\u723e\u8857\u5c08\u5bb6\u5c0d\u8a72\u516c\u53f8\u7684\u9577\u671f\u524d\u666f\u4ecd\u6301\u6a02\u89c0\u614b\u5ea6\u3002\u6700\u8fd1\uff0cTD C […]<\/p>\n","protected":false},"author":9,"featured_media":545897,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426],"tags":[675,2174,2177,574],"class_list":["post-545899","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hant","tag--zh-hant","tag-2174","tag-2177","tag-574","sectors-financial-products-zh-hant","sectors-technology-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/545899","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\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=545899"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/545899\/revisions"}],"predecessor-version":[{"id":545902,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/545899\/revisions\/545902"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/545897"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=545899"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=545899"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=545899"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}