{"id":561956,"date":"2025-01-01T23:58:12","date_gmt":"2025-01-02T07:58:12","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/01\/%e8%b0%81%e5%9c%a8%e4%b8%bb%e5%ae%b0%e7%be%8e%e8%82%a1%ef%bc%9f%e5%85%a8%e7%90%83%e5%8d%81%e5%a4%a7%e7%a7%91%e6%8a%80%e5%85%ac%e5%8f%b8%ef%bc%88%e6%8c%89%e5%b8%82%e5%80%bc%e8%ae%a1%e7%ae%97%ef%bc%89\/"},"modified":"2025-01-01T23:58:51","modified_gmt":"2025-01-02T07:58:51","slug":"%e8%aa%b0%e5%9c%a8%e4%b8%bb%e5%ae%b0%e7%be%8e%e8%82%a1%ef%bc%9f%e5%85%a8%e7%90%83%e5%8d%81%e5%a4%a7%e7%a7%91%e6%8a%80%e5%85%ac%e5%8f%b8%ef%bc%88%e6%8c%89%e5%b8%82%e5%80%bc%e8%a8%88%e7%ae%97%ef%bc%89","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/01\/%e8%aa%b0%e5%9c%a8%e4%b8%bb%e5%ae%b0%e7%be%8e%e8%82%a1%ef%bc%9f%e5%85%a8%e7%90%83%e5%8d%81%e5%a4%a7%e7%a7%91%e6%8a%80%e5%85%ac%e5%8f%b8%ef%bc%88%e6%8c%89%e5%b8%82%e5%80%bc%e8%a8%88%e7%ae%97%ef%bc%89\/","title":{"rendered":"\u8ab0\u5728\u4e3b\u5bb0\u7f8e\u80a1\uff1f\u5168\u7403\u5341\u5927\u79d1\u6280\u516c\u53f8\uff08\u6309\u5e02\u503c\u8a08\u7b97\uff09"},"content":{"rendered":"<p>\u8fd1\u5e74\u4f86\uff0c\u79d1\u6280\u884c\u696d\u9032\u4e00\u6b65\u878d\u5165\u5168\u7403\u7d93\u6fdf\u7684\u5404\u500b\u9818\u57df\uff0c\u4e26\u4e14\u5728\u80a1\u5e02\u4e2d\u8868\u73fe\u51fa\u4e86\u5f37\u52c1\u7684\u589e\u9577\u6f5b\u529b\u3002\u79d1\u6280\u677f\u584a\u5728\u6a19\u666e500\u6307\u6578\u4e2d\u7684\u6b0a\u91cd\u73fe\u5df2\u63a5\u8fd131%\uff0c\u6210\u70ba\u63a8\u52d5\u5e02\u5834\u524d\u884c\u7684\u91cd\u8981\u52d5\u529b\u3002\u5373\u4fbf\u4e00\u4e9b\u6280\u8853\u4e0a\u4e0d\u6b78\u985e\u70ba\u79d1\u6280\u516c\u53f8\u7684\u8d85\u5927\u5e02\u503c\u516c\u53f8\uff0c\u4f8b\u5982Alphabet\uff08\u8c37\u6b4c\uff09\uff08\u80a1\u7968\u4ee3\u78bc\uff1a<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=GOOG\">GOOG<\/a>, GOOGL\uff09\u3001\u4e9e\u99ac\u905c\uff08\u80a1\u7968\u4ee3\u78bc\uff1aAMZN\uff09\u548c\u7279\u65af\u62c9\uff08\u80a1\u7968\u4ee3\u78bc\uff1aTSLA\uff09\uff0c\u5b83\u5011\u7684\u696d\u52d9\u4e5f\u9ad8\u5ea6\u4f9d\u8cf4\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u548c\u96f2\u670d\u52d9\u7b49\u985b\u8986\u6027\u6280\u8853\u3002<\/p>\n<p>\u672a\u4f86\u5e7e\u5e74\uff0c\u4eba\u5de5\u667a\u80fd\u3001\u96f2\u8a08\u7b97\u548c5G\u6280\u8853\u5c07\u7e7c\u7e8c\u63a8\u52d5\u5168\u7403\u79d1\u6280\u5de8\u982d\u7684\u5275\u65b0\u3002\u5f9e\u8a2d\u5099\u88fd\u9020\u3001\u57fa\u790e\u8a2d\u65bd\u5230\u8edf\u4ef6\u958b\u767c\uff0c\u9019\u4e9b\u50f9\u503c\u6578\u842c\u5104\u7f8e\u5143\u7684\u4f01\u696d\u5c07\u5728\u6578\u5b57\u6642\u4ee3\u7684\u91cd\u8981\u8b8a\u9769\u4e2d\u7559\u4e0b\u6df1\u523b\u5370\u8a18\u3002<\/p>\n<p>\u4ee5\u4e0b\u662f\u5168\u7403\u5e02\u503c\u6700\u9ad8\u7684\u5341\u5bb6\u7f8e\u80a1\u4e0a\u5e02\u79d1\u6280\u516c\u53f8\uff1a<\/p>\n<table width=\"544\">\n<thead>\n<tr>\n<td>\u516c\u53f8\u540d\u7a31<\/td>\n<td>\u5e02\u503c\uff08\u7f8e\u5143\uff09<\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\u860b\u679c\uff08Apple Inc.\uff09<\/td>\n<td>3.8\u842c\u5104\u7f8e\u5143<\/td>\n<\/tr>\n<tr>\n<td>\u82f1\u5049\u9054\uff08Nvidia Corp.\uff09<\/td>\n<td>3.32\u842c\u5104\u7f8e\u5143<\/td>\n<\/tr>\n<tr>\n<td>\u5fae\u8edf\uff08Microsoft Corp.\uff09<\/td>\n<td>3.15\u842c\u5104\u7f8e\u5143<\/td>\n<\/tr>\n<tr>\n<td>\u535a\u901a\uff08Broadcom Inc.\uff09<\/td>\n<td>1.09\u842c\u5104\u7f8e\u5143<\/td>\n<\/tr>\n<tr>\n<td>\u53f0\u7a4d\u96fb\uff08TSMC\uff09<\/td>\n<td>1.03\u842c\u5104\u7f8e\u5143<\/td>\n<\/tr>\n<tr>\n<td>\u7532\u9aa8\u6587\uff08Oracle Corp.\uff09<\/td>\n<td>4540\u5104\u7f8e\u5143<\/td>\n<\/tr>\n<tr>\n<td>Salesforce<\/td>\n<td>3200\u5104\u7f8e\u5143<\/td>\n<\/tr>\n<tr>\n<td>SAP SE<\/td>\n<td>2900\u5104\u7f8e\u5143<\/td>\n<\/tr>\n<tr>\n<td>\u963f\u65af\u9ea5\uff08ASML Holding NV\uff09<\/td>\n<td>2800\u5104\u7f8e\u5143<\/td>\n<\/tr>\n<tr>\n<td>\u601d\u79d1\u7cfb\u7d71\uff08Cisco Systems Inc.\uff09<\/td>\n<td>2360\u5104\u7f8e\u5143<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>1. \u860b\u679c\u516c\u53f8\uff08AAPL\uff09<\/h2>\n<p>\u860b\u679c\u4e0d\u50c5\u662f\u5168\u7403\u5e02\u503c\u6700\u9ad8\u516c\u53f8\uff0c\u800c\u4e14\u5229\u6f64\u8c50\u539a\uff0c2024\u8ca1\u5e74\u6de8\u5229\u6f64\u9ad8\u9054937\u5104\u7f8e\u5143\uff0c\u5f9e\u800c\u652f\u6301\u4e86\u516c\u53f8949\u5104\u7f8e\u5143\u7684\u80a1\u7968\u56de\u8cfc\u3002\u5c55\u671b\u672a\u4f86\uff0c\u860b\u679c\u8a08\u5283\u65bc2025\u5e74\u63a8\u51fa\u81ea\u7814\u8702\u7aa9\u8abf\u5236\u89e3\u8abf\u5668\u82af\u7247\uff0c\u4e26\u6709\u671b\u6210\u70ba\u516c\u53f8\u4e0b\u4e00\u500b\u5229\u6f64\u589e\u9577\u9ede\u3002\u901a\u904e\u5782\u76f4\u6574\u5408\u6230\u7565\u548c\u7522\u54c1\u5275\u65b0\uff0c\u860b\u679c\u6709\u80fd\u529b\u63d0\u5347IPhone\u667a\u80fd\u624b\u6a5f\u672a\u4f86\u5e7e\u5e74\u7684\u5229\u6f64\u7387\u3002<\/p>\n<h2>2. \u82f1\u5049\u9054\uff08NVDA\uff09<\/h2>\n<p>\u4f5c\u70ba\u5168\u7403\u9818\u5148\u7684\u9ad8\u7aef\u534a\u5c0e\u9ad4\u88fd\u9020\u5546\uff0c\u82f1\u5049\u9054\u56e0\u8fce\u5408\u4eba\u5de5\u667a\u80fd\u57fa\u790e\u8a2d\u65bd\u7684\u9700\u6c42\u800c\u7372\u5f97\u4e86\u9a5a\u4eba\u7684\u589e\u9577\uff0c2024\u5e74\u80a1\u50f9\u6f32\u5e45\u5728\u6574\u500b\u6a19\u666e500\u6307\u6578\u6392\u540d\u7b2c\u4e09\u4f4d\u3002\u9019\u662f\u4e00\u96bb\u6b77\u53f2\u7d1a\u5225\u7684\u9577\u725b\u80a1\uff0c\u5e02\u503c\u5f9e2009\u5e74\u7684\u4e0d\u8db350\u5104\u7f8e\u5143\uff0c\u4e00\u8def\u98c6\u5347\u81f32024\u5e74\u7684\u8d85\u904e3\u842c\u5104\u7f8e\u5143\u3002<\/p>\n<h2>3. \u5fae\u8edf\u516c\u53f8\uff08MSFT\uff09<\/h2>\n<p>\u5fae\u8edf\u662f\u5168\u7403\u6700\u5927\u7684\u8edf\u4ef6\u516c\u53f8\uff0c\u7522\u54c1\u8986\u84cbWindows\u64cd\u4f5c\u7cfb\u7d71\u3001Azure\u96f2\u670d\u52d9\u3001Office\u8fa6\u516c\u5957\u4ef6\u3001LinkedIn\u793e\u4ea4\u5e73\u81fa\u53caXbox\u904a\u6232\u54c1\u724c\u3002\u7576\u524d\uff0c\u516c\u53f8\u6b63\u5927\u529b\u6295\u8cc7\u65bcAI\u6280\u8853\u53caChatGPT\u958b\u767c\u8005OpenAI\uff0c\u4ee5\u63a8\u52d5\u516c\u53f8\u4e0b\u4e00\u968e\u6bb5\u589e\u9577\u3002<\/p>\n<h2>4. \u535a\u901a\u516c\u53f8\uff08AVGO\uff09<\/h2>\n<p>\u535a\u901a\u662f\u4e00\u5bb6\u8de8\u9818\u57df\u534a\u5c0e\u9ad4\u65b9\u6848\u4f9b\u61c9\u5546\uff0c\u81f4\u529b\u65bc\u6a21\u64ec\u534a\u5c0e\u9ad4\u8a2d\u5099\u7814\u767c\u3002\u904e\u53bb\u5341\u5e74\uff0c\u8a72\u80a1\u80a1\u50f9\u4e0a\u6f32\u8d85\u904e2234%\uff0c\u800c\u4e14\u80a1\u606f\u73871.1%\u30022023\u5e74\u6536\u8cfcVMware\u4ee5\u4f86\uff0c\u516c\u53f8\u696d\u52d9\u66f4\u52a0\u591a\u5143\u5316\u3002\u535a\u901a\u6536\u5165\u589e\u9577\u7684\u9a45\u52d5\u529b\u5305\u62ec\u860b\u679c\u8a2d\u5099\u92b7\u552e\uff0c\u6578\u64da\u4e2d\u5fc3\u53caAI\u8a2d\u5099\u652f\u51fa\u7684\u589e\u9577\u3002<\/p>\n<h2>5. \u81fa\u7063\u7a4d\u9ad4\u96fb\u8def\u88fd\u9020\u516c\u53f8\uff08TSM\uff09<\/h2>\n<p>\u53f0\u7a4d\u96fb\u662f\u5168\u7403\u6700\u5927\u7684\u6676\u5713\u4ee3\u5de5\u88fd\u9020\u5546\uff0c\u5c08\u6ce8\u4e8e\u70baAMD\u3001\u9ad8\u901a\u7b49\u5ba2\u6236\u751f\u7522\u5c16\u7aef\u534a\u5c0e\u9ad4\u82af\u7247\uff0c\u58df\u65b7\u4e8664%\u7684\u5168\u7403\u5e02\u5834\u4efd\u984d\u3002\u904e\u53bb\u5341\u5e74\uff0c\u8a72\u80a1\u56de\u5831\u7387\u9054793%\u3002\u53f0\u7a4d\u96fb\u80a9\u8ca0\u8457\u773e\u591a\u82af\u7247\u8a2d\u8a08\u548c\u88fd\u9020\u4efb\u52d9\uff0c\u884c\u696d\u524d\u666f\u5ee3\u95ca\u3002<\/p>\n<h2>6. \u7532\u9aa8\u6587\u516c\u53f8\uff08ORCL\uff09<\/h2>\n<p>\u7532\u9aa8\u6587\u662f\u5168\u7403\u5927\u578b\u4f01\u696d\u8edf\u4ef6\u548c\u96f2\u670d\u52d9\u63d0\u4f9b\u5546\uff0c\u4e3b\u653b\u6578\u64da\u5eab\u7ba1\u7406\u8edf\u4ef6\u3002\u6b64\u5916\uff0c\u516c\u53f8\u64c1\u6709\u76ee\u524d\u5168\u7403\u6700\u5927\u4e14\u6700\u5feb\u7684AI\u8d85\u7d1a\u8a08\u7b97\u6a5fOracle Cloud Infrastructure Supercluster\uff0c\u82f1\u5049\u9054\u5c31\u662f\u5b83\u7684\u96f2\u8a08\u7b97\u5927\u5ba2\u6236\u4e4b\u4e00\u3002\u7532\u9aa8\u6587\u6536\u5165\u589e\u9577\u7a69\u5b9a\uff0c\u5229\u6f64\u6301\u7e8c\uff0c\u800c\u4e14\u9084\u6709\u4f30\u503c\u512a\u52e2\u3002\u6b64\u5916\uff0c\u8a72\u80a1\u80a1\u606f\u73870.8%\uff0c\u7a4d\u6975\u56de\u8cfc\u80a1\u7968\u3002<\/p>\n<h2>7. 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