{"id":580212,"date":"2025-06-19T01:31:51","date_gmt":"2025-06-19T08:31:51","guid":{"rendered":"https:\/\/nai500.com\/?p=580212"},"modified":"2025-06-19T01:31:51","modified_gmt":"2025-06-19T08:31:51","slug":"%e5%8d%81%e5%b9%b4-10%e8%90%ac-100%e8%90%ac-%e4%b8%89%e5%8f%aa-%e7%a7%91%e6%8a%80%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/06\/%e5%8d%81%e5%b9%b4-10%e8%90%ac-100%e8%90%ac-%e4%b8%89%e5%8f%aa-%e7%a7%91%e6%8a%80%e8%82%a1\/","title":{"rendered":"\u5341\u5e74\u6642\u9593\u5c07$10\u842c\u8b8a\u6210$100\u842c\uff0c\u9019\u4e09\u53ea\u79d1\u6280\u80a1\u53ef\u80fd\u662f\u6700\u7a69\u59a5\u7684\u9078\u64c7"},"content":{"rendered":"<p>\u5728\u5168\u7403\u7d93\u6fdf\u4e0d\u78ba\u5b9a\u6027\u52a0\u5287\u7684\u80cc\u666f\u4e0b\uff0c\u901a\u904e\u9577\u671f\u6301\u6709\u512a\u8cea\u79d1\u6280\u80a1\u5be6\u73fe\u8ca1\u5bcc\u589e\u503c\u6210\u70ba\u8d8a\u4f86\u8d8a\u591a\u6295\u8cc7\u8005\u7684\u9078\u64c7\u3002\u672c\u6587\u805a\u7126\u534a\u5c0e\u9ad4\u3001\u96fb\u5546\u96f2\u670d\u52d9\u8207\u6578\u5b57\u5ee3\u544a\u4e09\u5927\u9818\u57df\u7684\u9818\u8ecd\u4f01\u696d\u2014\u2014<strong><b>Advanced Micro Devices<\/b><\/strong>\u00a0(<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=AMD\">NASDAQ:AMD<\/a>)<strong><b>\u3001\u4e9e\u99ac\u905c<\/b><\/strong><strong><b>Amazon.com<\/b><\/strong>\u00a0(<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=AMZN\">NASDAQ:AMZN<\/a>)<strong><b>\u548c<\/b><\/strong><strong><b>Alphabet<\/b><\/strong><strong><b>\u00a0<\/b><\/strong>(<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=GOOGL\">NASDAQ:GOOGL<\/a>)(<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=GOOG\">NASDAQ:GOOG<\/a>)\uff0c\u5206\u6790\u5176\u5982\u4f55\u901a\u904eAI\u9a45\u52d5\u589e\u9577\uff0c\u52a9\u529b\u6295\u8cc7\u8005\u5c0710\u842c\u7f8e\u5143\u672c\u91d1\u5728\u5341\u5e74\u5167\u8b8a\u62101\u767e\u842c\u7f8e\u5143\u3002<\/p>\n<h2><strong><b>AMD\uff1aAI\u82af\u7247\u8cfd\u9053\u7684<\/b><\/strong><strong><b>\u201c<\/b><\/strong><strong><b>\u96b1\u5f62\u51a0\u8ecd<\/b><\/strong><strong><b>\u201d<\/b><\/strong><\/h2>\n<p>AMD \u7b2c\u4e00\u5b63\u5ea6\u696d\u7e3e\u4eae\u773c\uff0c\u6536\u5165\u540c\u6bd4\u589e\u957736%\uff0c\u9054\u523074\u5104\u7f8e\u5143\u3002\u5728\u670d\u52d9\u5668\u4efd\u984d\u589e\u9577\u548cEPYC\u8655\u7406\u5668\u5f37\u52c1\u9700\u6c42\u7684\u63a8\u52d5\u4e0b\uff0c\u6578\u64da\u4e2d\u5fc3\u90e8\u9580\u7684\u6536\u5165\u589e\u9577\u4e8657%\u3002\u5ba2\u6236\u7aef\u548c\u904a\u6232\u90e8\u9580\u589e\u9577\u4e8628%\uff0c\u5176\u4e2d\u5ba2\u6236\u7aef\u696d\u52d9\u56e0Ryzen\u8655\u7406\u5668\u7684\u5f37\u52c1\u92b7\u552e\u800c\u6fc0\u589e68%\u3002<\/p>\n<p>AMD 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\u80a1\u7968\u7684\u8abf\u6574\u5f8c\u6bcf\u80a1\u6536\u76ca\u5c07\u5f9e2024\u5e74\u76843.31\u7f8e\u5143\u589e\u81f32029\u5e74\u76849.98\u7f8e\u5143\u3002\u5982\u679c\u9019\u53ea\u79d1\u6280\u80a1\u4fdd\u630125\u500d\u7684\u9060\u671f\u5e02\u76c8\u7387\uff0c\u90a3\u9ebc\u672a\u4f86\u56db\u5e74\u7684\u80a1\u50f9\u5c07\u4e0a\u6f32\u4e00\u500d\u591a\u3002<\/p>\n<h2><strong><b>\u4e9a\u9a6c\u900a\uff1a\u4ece\u7535\u5546\u5de8\u5934\u5230AI\u57fa\u7840\u8bbe\u65bd\u9738\u4e3b<\/b><\/strong><\/h2>\n<p>\u4e9a\u9a6c\u900a\u4f5c\u70ba\u4e00\u5bb6\u5168\u7403\u79d1\u6280\u5de8\u5934\uff0c\u4e1a\u52a1\u6db5\u76d6\u7535\u5b50\u5546\u52a1\u3001\u4e91\u8ba1\u7b97\u3001\u6570\u5b57\u6d41\u5a92\u4f53\u548c\u4eba\u5de5\u667a\u80fd\u9886\u57df\u3002\u5176\u6536\u5165\u6765\u6e90\u5305\u62ec\u5728\u7ebf\u53ca\u5b9e\u4f53\u5546\u5e97\u3001\u7b2c\u4e09\u65b9\u5356\u5bb6\u4f63\u91d1\u3001\u8ba2\u9605\u670d\u52a1\u3001\u5e7f\u544a\u4e1a\u52a1\u4ee5\u53ca\u4e9a\u9a6c\u900a\u7f51\u7edc\u670d\u52a1\uff08AWS\uff09\u3002\u4e9a\u9a6c\u900a\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u8868\u73b0\u5f3a\u52b2\uff0c\u603b\u8425\u6536\u8fbe1657\u4ebf\u7f8e\u5143\u3002\u5176\u4e2dAWS\u4e1a\u52a1\u540c\u6bd4\u589e\u957f17%\uff0c\u5e74\u5316\u6536\u5165\u89c4\u6a21\u6269\u5c55\u81f31170\u4ebf\u7f8e\u5143\uff1b\u5e7f\u544a\u4e1a\u52a1\u540c\u6bd4\u6fc0\u589e19%\uff0c\u8fbe\u5230139\u4ebf\u7f8e\u5143\uff0c\u8986\u76d6\u7f8e\u56fd\u8d85\u8fc72.75\u4ebf\u5e7f\u544a\u53d7\u4f17\u3002<\/p>\n<p>\u8be5\u516c\u53f8\u7684\u7ade\u4e89\u4f18\u52bf\u4f53\u73b0\u5728\uff1a\u89c4\u6a21\u5316\u5c65\u7ea6\u548c\u4e91\u57fa\u7840\u8bbe\u65bd\u5e26\u6765\u7684\u6210\u672c\u6548\u76ca\u3001\u8fde\u63a5\u4e70\u5356\u53cc\u65b9\u7684\u5e02\u573a\u5e73\u53f0\u7f51\u7edc\u6548\u5e94\uff0c\u4ee5\u53ca\u5b9e\u73b0\u4f4e\u6210\u672c\u5feb\u901f\u914d\u9001\u7684\u5f3a\u5065\u8fd0\u8425\u4f53\u7cfb\u3002\u63a8\u52d5\u80a1\u50f9\u7684\u6838\u5fc3\u589e\u957f\u9a71\u52a8\u529b\u5305\u542b\uff1a\u4f01\u4e1a\u4ece\u672c\u5730\u57fa\u7840\u8bbe\u65bd\u5411AWS\u8fc1\u79fb\u7684\u6301\u7eed\u8d8b\u52bf\u3001\u5e7f\u544a\u6536\u5165\u589e\u957f\u3001Alexa+\u667a\u80fd\u52a9\u624b\u7684\u63a8\u51fa\uff0c\u4ee5\u53caKuiper\u536b\u661f\u9879\u76ee\u7684\u90e8\u7f72\u3002\u4e9a\u9a6c\u900a\u6b63\u6301\u7eed\u52a0\u7801\u4eba\u5de5\u667a\u80fd\u9886\u57df\u6295\u8d44\uff0c\u5305\u62ecTrainium 2\u82af\u7247\u548c\u751f\u6210\u5f0fAI\u670d\u52a1\u7684\u5f00\u53d1\u3002<\/p>\n<p>\u5206\u6790\u5e08\u9884\u6d4b\uff0cAMZN\u80a1\u7968\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u5c06\u4ece2024\u5e74\u76845.53\u7f8e\u5143\u589e\u957f\u81f32029\u5e74\u768412.36\u7f8e\u5143\u3002\u82e5\u630930\u500d\u8fdc\u671f\u5e02\u76c8\u7387\u4f30\u503c\uff0c\u8be5\u80a1\u672a\u6765\u56db\u5e74\u6da8\u5e45\u6709\u671b\u7a81\u783470%\u3002<\/p>\n<h2><strong><b>Alphabet\uff1a\u5ee3\u544a\u8207AI\u7684\u96d9\u8f2a\u9a45\u52d5<\/b><\/strong><\/h2>\n<p>Alphabet\u662f\u4e00\u5bb6\u4ee5\u4eba\u5de5\u667a\u80fd\u70ba\u6838\u5fc3\u7af6\u722d\u529b\u7684\u79d1\u6280\u516c\u53f8\uff0c\u4e3b\u8981\u901a\u904eGoogle\u670d\u52d9\u3001Google\u96f2\u548cYouTube\u4e09\u5927\u677f\u584a\u958b\u5c55\u696d\u52d9\u3002\u8a72\u516c\u53f8\u6700\u65b0\u767c\u5e03\u7684Gemini 2.5\u6a21\u578b\u5be6\u73fe\u4e86\u4eba\u5de5\u667a\u80fd\u6027\u80fd\u7684\u7a81\u7834\u6027\u9032\u5c55\uff0c\u8a72\u6280\u8853\u5df2\u6574\u5408\u81f3\u6240\u6709\u696d\u52d9\u5e73\u81fa\uff0c\u6210\u70ba\u95dc\u9375\u589e\u9577\u5f15\u64ce\u3002\u7b2c\u4e00\u5b63\u5ea6Google\u670d\u52d9\u6536\u5165\u5be6\u73fe10%\u7684\u589e\u9577\uff0c\u4e3b\u8981\u5f97\u76ca\u65bc\u91d1\u878d\u670d\u52d9\u548c\u96f6\u552e\u5782\u76f4\u9818\u57df\u7684\u5f37\u52c1\u8868\u73fe\u3002<\/p>\n<p>Google\u96f2\u696d\u52d9\u9700\u6c42\u6fc0\u589e28%\uff0c\u9019\u4e3b\u8981\u6e90\u81ea\u4eba\u5de5\u667a\u80fd\u7522\u54c1\u7684\u71b1\u92b7\uff1b\u540c\u671fYouTube\u5ee3\u544a\u6536\u5165\u5728\u6548\u679c\u5ee3\u544a\u548c\u54c1\u724c\u5ee3\u544a\u5169\u5927\u677f\u584a\u5747\u589e\u957710%\u3002YouTube\u5168\u7403\u8a02\u95b1\u7528\u6236\uff08\u542b\u8a66\u7528\uff09\u5df2\u7a81\u78341.25\u5104\u3002Alphabet\u7684\u7af6\u722d\u512a\u52e2\u5305\u62ec\uff1a\u641c\u7d22\u5f15\u64ce\u548cYouTube\u5e73\u81fa\u7684\u7db2\u7d61\u6548\u61c9\u3001Google\u96f2\u696d\u52d9\u7684\u898f\u6a21\u7d93\u6fdf\u6548\u61c9\uff0c\u4ee5\u53caWaymo\u91dd\u5c0d\u50b3\u7d71\u8eca\u4f01\u5be6\u65bd\u7684\u5dee\u7570\u5316\u6230\u7565\u3002\u76ee\u524dWaymo\u6bcf\u5468\u63d0\u4f9b\u8d85\u904e25\u842c\u6b21\u4ed8\u8cbb\u81ea\u52d5\u99d5\u99db\u670d\u52d9\uff0c\u5c55\u73fe\u51fa\u8a72\u696d\u52d9\u7684\u5feb\u901f\u64f4\u5f35\u80fd\u529b\u3002<\/p>\n<p>\u5206\u6790\u5e2b\u9810\u8a08\uff0cGOOGL\u80a1\u7968\u7d93\u8abf\u6574\u5f8c\u7684\u6bcf\u80a1\u6536\u76ca\u5c07\u5f9e2024\u5e74\u76848\u7f8e\u5143\u589e\u9577\u81f32029\u5e74\u768416.26\u7f8e\u5143\u3002\u82e5\u630920\u500d\u9060\u671f\u5e02\u76c8\u7387\u4f30\u503c\uff0c\u8a72\u80a1\u672a\u4f86\u56db\u5e74\u6f32\u5e45\u6709\u671b\u8d85\u904e82%\u3002<\/p>\n<h2><strong><b>\u6295\u8cc7\u7d44\u5408\u69cb\u5efa\u7b56\u7565<\/b><\/strong><\/h2>\n<table>\n<tbody>\n<tr>\n<td><strong><b>\u6a19\u7684<\/b><\/strong><\/td>\n<td><strong><b>\u914d\u7f6e\u6bd4\u4f8b<\/b><\/strong><\/td>\n<td><strong><b>\u6838\u5fc3\u589e\u9577\u5f15\u64ce<\/b><\/strong><\/td>\n<td><strong><b>\u5341\u5e74\u76ee\u6a19\u56de\u5831<\/b><\/strong><\/td>\n<\/tr>\n<tr>\n<td><strong><b>AMD<\/b><\/strong><\/td>\n<td>35%<\/td>\n<td>AI\u82af\u7247\u5e02\u5360\u7387\u63d0\u5347<\/td>\n<td>3-4\u500d<\/td>\n<\/tr>\n<tr>\n<td><strong><b>\u4e9e\u99ac\u905c<\/b><\/strong><\/td>\n<td>40%<\/td>\n<td>AWS+\u5ee3\u544a\u5354\u540c\u6548\u61c9<\/td>\n<td>2.5-3\u500d<\/td>\n<\/tr>\n<tr>\n<td><strong><b>Alphabet<\/b><\/strong><\/td>\n<td>25%<\/td>\n<td>\u641c\u7d22\u5ee3\u544a+\u96f2AI<\/td>\n<td>2-2.5\u500d<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong><b>\u8907\u5408\u56de\u5831\u6e2c\u7b97<\/b><\/strong>\uff1a\u82e5\u5e74\u5747\u8907\u5408\u589e\u9577\u738718%-22%\uff0c10\u842c\u7f8e\u5143\u5341\u5e74\u5f8c\u53ef\u589e\u503c\u81f398\u842c-135\u842c\u7f8e\u5143\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5728\u5168\u7403\u7d93\u6fdf\u4e0d\u78ba\u5b9a\u6027\u52a0\u5287\u7684\u80cc\u666f\u4e0b\uff0c\u901a\u904e\u9577\u671f\u6301\u6709\u512a\u8cea\u79d1\u6280\u80a1\u5be6\u73fe\u8ca1\u5bcc\u589e\u503c\u6210\u70ba\u8d8a\u4f86\u8d8a\u591a\u6295\u8cc7\u8005\u7684\u9078\u64c7\u3002\u672c\u6587\u805a\u7126\u534a\u5c0e\u9ad4\u3001\u96fb [&hellip;]<\/p>\n","protected":false},"author":31,"featured_media":554693,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522],"tags":[2410,675,2156,1677,2001],"class_list":{"0":"post-580212","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","6":"hentry","7":"category-1522","8":"tag--zh-hant-2","9":"tag--zh-hant","10":"tag-2156","11":"tag-technology-zh-hant","13":"sectors-technology-zh-hant","14":"locations-us-zh-hant","15":"exchange-nasdaq-zh-hant"},"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/580212","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\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=580212"}],"version-history":[{"count":4,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/580212\/revisions"}],"predecessor-version":[{"id":580217,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/580212\/revisions\/580217"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/554693"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=580212"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=580212"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=580212"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}