{"id":571959,"date":"2025-04-16T17:41:17","date_gmt":"2025-04-17T00:41:17","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/04\/%e8%8b%b1%e4%bc%9f%e8%be%be%e8%82%a1%e4%bb%b7%e5%86%8d%e9%81%ad%e9%87%8d%e6%8c%ab%ef%bc%81%e6%8a%95%e8%b5%84%e8%80%85%e8%af%a5%e4%b9%b0%e8%b7%8c%e5%90%97%ef%bc%9f\/"},"modified":"2025-04-16T17:41:53","modified_gmt":"2025-04-17T00:41:53","slug":"%e8%8b%b1%e5%81%89%e9%81%94%e8%82%a1%e5%83%b9%e5%86%8d%e9%81%ad%e9%87%8d%e6%8c%ab%ef%bc%81%e6%8a%95%e8%b3%87%e8%80%85%e8%a9%b2%e8%b2%b7%e8%b7%8c%e5%97%8e%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/04\/%e8%8b%b1%e5%81%89%e9%81%94%e8%82%a1%e5%83%b9%e5%86%8d%e9%81%ad%e9%87%8d%e6%8c%ab%ef%bc%81%e6%8a%95%e8%b3%87%e8%80%85%e8%a9%b2%e8%b2%b7%e8%b7%8c%e5%97%8e%ef%bc%9f\/","title":{"rendered":"\u82f1\u5049\u9054\u80a1\u50f9\u518d\u906d\u91cd\u632b\uff01\u6295\u8cc7\u8005\u8a72\u8cb7\u8dcc\u55ce\uff1f"},"content":{"rendered":"<p>4\u670817\u65e5\uff0c<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=NVDA\">\u82f1\u5049\u9054\uff08NVDA\uff09<\/a>\u80a1\u50f9\u66b4\u8dcc\u8d857%\uff0c\u6b64\u524d\u516c\u53f8\u62ab\u9732\u7f8e\u570b\u653f\u5e9c\u5c0d\u83ef\u51fa\u53e3\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u82af\u7247\u7684\u65b0\u9650\u5236\u3002\u6839\u64da\u6700\u65b0\u76e3\u7ba1\u6587\u4ef6\uff0c\u82f1\u5049\u9054\u82e5\u60f3\u5728\u4e2d\u570b\u5e02\u5834\u92b7\u552e\u5c08\u70ba\u898f\u907f\u51fa\u53e3\u7ba1\u5236\u8a2d\u8a08\u7684H20\u8655\u7406\u5668\uff0c\u5fc5\u9808\u7372\u5f97\u7f8e\u570b\u653f\u5e9c\u8a31\u53ef\u8b49\uff0c\u4f46\u516c\u53f8\u9810\u8a08\u76f8\u95dc\u8a31\u53ef&#8221;\u77ed\u671f\u5167\u96e3\u4ee5\u7372\u6279&#8221;\u3002\u70ba\u6b64\uff0c\u82f1\u5049\u9054\u8a08\u5283\u57282026\u8ca1\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff08\u622a\u81f34\u670827\u65e5\uff09\u8a08\u63d055\u5104\u7f8e\u5143\u7684\u76f8\u95dc\u8cbb\u7528\u3002<\/p>\n<p>\u6b64\u6b21\u66b4\u8dcc\u4e4b\u5f8c\uff0c\u82f1\u5049\u9054\u80a1\u50f9\u8f031\u6708\u7684\u6b77\u53f2\u9ad8\u9ede\u5df2\u7d2f\u8a08\u4e0b\u632b30%\uff0c\u9023\u5e36\u62d6\u7d2f\u591a\u5bb6\u82af\u7247\u4f01\u696d\uff1aAMD\u80a1\u50f9\u4e0b\u8dcc6.4%\uff08\u53d7\u8cbf\u6613\u6230\u5f71\u97ff\u9810\u8a08\u640d\u59318\u5104\u7f8e\u5143\uff09\u3001KLA Corp\u8dcc5%\u3001\u53f0\u7a4d\u96fb\u8dcc3%\uff08\u8ca1\u5831\u767c\u4f48\u5728\u5373\u6216\u626d\u8f49\u8d70\u52e2\uff09\u3001\u535a\u901a\u8dcc2.8%\u3002<\/p>\n<h2>\u5c0d\u83ef\u696d\u52d9\u6301\u7e8c\u840e\u7e2e<\/h2>\n<p>2022\u5e74\u8d77\uff0c\u82f1\u5049\u9054\u591a\u6b21\u8abf\u6574\u7522\u54c1\u4ee5\u61c9\u5c0d\u7f8e\u570b\u5c0d\u83ef\u82af\u7247\u51fa\u53e3\u9650\u5236\u3002\u6700\u521d\u88ab\u7981\u552eA100\/H100 GPU\u5f8c\uff0c\u516c\u53f8\u63a8\u51fa\u6027\u80fd\u964d\u7d1a\u7684A800\/H800\u82af\u7247\uff0c\u7372\u5f97\u963f\u88e1\u5df4\u5df4\u3001\u767e\u5ea6\u3001\u9a30\u8a0a\u7b49\u4e2d\u570b\u79d1\u6280\u5de8\u982d\u63a1\u7528\u3002\u4f462023\u5e74\u7684\u65b0\u898f\u518d\u6b21\u5c01\u5835\u6b64\u8def\u5f91\uff0c\u8feb\u4f7f\u82f1\u5049\u9054\u7814\u767c\u6027\u80fd\u66f4\u5f31\u7684H20\u82af\u7247\u3002\u5982\u4eca\uff0c\u7f8e\u570b\u653f\u5e9c\u9032\u4e00\u6b65\u9650\u5236H20\u5c0d\u83ef\u92b7\u552e\u3002Bloomberg Intelligence\u9810\u8a08\uff0c\u6700\u65b0\u7981\u4ee4\u6216\u5c0e\u81f4\u82f1\u5049\u90542026\u8ca1\u5e74\u640d\u5931140\u5104\u81f3180\u5104\u7f8e\u5143\u6536\u5165\u3002<\/p>\n<p>\u5118\u7ba1\u751f\u6210\u5f0fAI\u6d6a\u6f6e\u63a8\u52d5\u82f1\u5049\u9054\u8fd1\u5e74\u71df\u6536\u5e74\u5747\u589e\u957769%\uff0c\u4f46\u4e2d\u570b\u5e02\u5834\u5360\u6bd4\u5f9e2022\u8ca1\u5e74\u768426%\u92b3\u6e1b\u81f32025\u8ca1\u5e74\u768413%\uff0c\u540c\u671f\u5c0d\u83ef\u92b7\u552e\u984d\u5e74\u589e\u901f\u50c534%\u3002<\/p>\n<h2>\u83ef\u723e\u8857\u5206\u6b67\u52a0\u5287<\/h2>\n<p>4\u670815\u65e5\u82f1\u5049\u9054\u62ab\u9732\u51fa\u53e3\u9650\u5236\u5f8c\uff0c\u591a\u5bb6\u6a5f\u69cb\u4e0b\u8abf\u76ee\u6a19\u50f9\uff1a\u7f8e\u570b\u9280\u884c\u5c07\u76ee\u6a19\u50f9\u5f9e200\u7f8e\u5143\u780d\u81f3160\u7f8e\u5143\uff0cPiper Sandler\u5f9e175\u7f8e\u5143\u964d\u81f3150\u7f8e\u5143\uff0cRaymond James\u5f9e170\u7f8e\u5143\u8abf\u81f3150\u7f8e\u5143\u3002\u4e0d\u904e\uff0cCantor Fitzgerald\u3001Evercore\u3001Wedbush\u7b49\u6a5f\u69cb\u7dad\u6301\u539f\u76ee\u6a19\u50f9\uff0c\u6469\u6839\u58eb\u4e39\u5229\u5206\u6790\u5e2b\u7d04\u745f\u592b\u00b7\u6469\u723e\u4ecd\u5c07\u82f1\u5049\u9054\u5217\u70ba\u534a\u5c0e\u9ad4\u884c\u696d&#8221;\u9996\u9078\u80a1&#8221;\u3002\u76ee\u524d\u5206\u6790\u5e2b\u5171\u8b58\u76ee\u6a19\u50f9\u4e2d\u4f4d\u6578\u5f9e175\u7f8e\u5143\u5fae\u8abf\u81f3170\u7f8e\u5143\uff0c\u8f03\u7576\u524d\u7684104\u7f8e\u5143\u4ecd\u670963%\u7684\u4e0a\u6f32\u7a7a\u9593\u3002<\/p>\n<p>Wedbush\u5206\u6790\u5e2b\u4e39\u00b7\u827e\u592b\u65af\u547c\u7c72\u6295\u8cc7\u8005&#8221;\u7a7f\u8d8a\u77ed\u671f\u6ce2\u52d5&#8221;\uff0c\u5f37\u8abf\u82f1\u5049\u9054\u4ecd\u662f\u5168\u7403\u552f\u4e00\u80fd\u63d0\u4f9b\u9802\u7d1aAI\u82af\u7247\u7684\u5ee0\u5546\u3002\u5118\u7ba1\u627f\u8a8d\u7981\u4ee4\u5c0d\u8a72\u82af\u7247\u88fd\u9020\u5546\u69cb\u6210\u6230\u7565\u6253\u64ca\uff0c\u4f46\u4ed6\u8a8d\u70ba\u8ca1\u52d9\u5f71\u97ff&#8221;\u76f8\u5c0d\u6709\u9650&#8221;\u3002\u7576\u524d\u5e02\u5834\u9810\u8a08\u82f1\u5049\u90542026\u8ca1\u5e74\u5229\u6f64\u5c07\u589e\u957751%\uff0c\u5c0d\u61c935\u500d\u7684\u5e02\u76c8\u7387\u88ab\u666e\u904d\u8a8d\u70ba\u4f30\u503c\u504f\u4f4e\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>4\u670817\u65e5\uff0c\u82f1\u5049\u9054\uff08NVDA\uff09\u80a1\u50f9\u66b4\u8dcc\u8d857%\uff0c\u6b64\u524d\u516c\u53f8\u62ab\u9732\u7f8e\u570b\u653f\u5e9c\u5c0d\u83ef\u51fa\u53e3\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u82af\u7247\u7684\u65b0\u9650\u5236\u3002\u6839\u64da\u6700 [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":402526,"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":[801,2159,2174,2233],"class_list":["post-571959","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","tag-801","tag-2159","tag-2174","tag-2233","sectors-technology-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/571959","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=571959"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/571959\/revisions"}],"predecessor-version":[{"id":571962,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/571959\/revisions\/571962"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/402526"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=571959"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=571959"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=571959"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}