{"id":583869,"date":"2025-07-18T01:37:54","date_gmt":"2025-07-18T08:37:54","guid":{"rendered":"https:\/\/nai500.com\/?p=583869"},"modified":"2025-07-18T01:37:54","modified_gmt":"2025-07-18T08:37:54","slug":"%e6%9c%a8%e9%a0%ad%e5%a7%90-%e5%8a%a0%e5%80%89-%e4%b8%89%e5%8f%aa-%e7%a7%91%e6%8a%80%e8%82%a1-%e5%8c%85%e6%8b%ac-%e8%8b%b1%e5%81%89%e9%81%94","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/07\/%e6%9c%a8%e9%a0%ad%e5%a7%90-%e5%8a%a0%e5%80%89-%e4%b8%89%e5%8f%aa-%e7%a7%91%e6%8a%80%e8%82%a1-%e5%8c%85%e6%8b%ac-%e8%8b%b1%e5%81%89%e9%81%94\/","title":{"rendered":"\u6728\u982d\u59d07\u6708\u4efd\u91cd\u9ede\u52a0\u5009\u9019\u4e09\u53ea\u79d1\u6280\u80a1\uff0c\u5305\u62ec\u82f1\u5049\u9054"},"content":{"rendered":"

2025\u5e74\u6210\u70ba\u51f1\u831c\u00b7\u4f0d\u5fb7\uff08\u4eba\u7a31\u201c\u6728\u982d\u59d0\u201d\uff09\u7684\u7ffb\u8eab\u4e4b\u5e74\u3002\u622a\u81f37\u6708\uff0c\u5176\u9818\u5c0e\u7684\u65d7\u8266\u57fa\u91d1ARK Innovation ETF\uff08ARKK\uff09\u5e74\u5167\u6f32\u5e45\u905431%\uff0c\u5927\u5e45\u8dd1\u8d0f\u7f8e\u80a1\u4e09\u5927\u80a1\u6307\u3002\u6839\u64da7\u670816\u65e5\u62ab\u9732\u7684\u4ea4\u6613\u8a18\u9304\uff0c\u6728\u982d\u59d0\u91cd\u9ede\u52a0\u5009\u4e86\u4e09\u53ea\u6a19\u7684\uff1a\u82f1\u5049\u9054<\/b><\/strong>Nvidia<\/b><\/strong>\u00a0<\/b><\/strong>(<\/b><\/strong>NVDA<\/b><\/strong><\/a>)<\/b><\/strong>\u3001<\/b><\/strong>Iridium Communications<\/b><\/strong>(<\/b><\/strong>IRDM<\/b><\/strong><\/a>)<\/b><\/strong>\u548c<\/b><\/strong>Teradyne<\/b><\/strong>\u00a0(<\/b><\/strong>TER<\/b><\/strong><\/a>)<\/b><\/strong>\u3002\u9019\u4e09\u5bb6\u516c\u53f8\u5206\u5225\u4ee3\u8868\u4e86AI\u7b97\u529b\u3001\u885b\u661f\u7269\u806f\u7db2\u548c\u534a\u5c0e\u9ad4\u8a2d\u5099\u4e09\u5927\u524d\u6cbf\u8cfd\u9053\u3002<\/p>\n

\u82f1\u5049\u9054\uff1a4\u842c\u5104\u7f8e\u5143\u5e02\u503c\u80cc\u5f8c\u7684AI\u9738\u6b0a<\/b><\/strong><\/h3>\n

2025\u5e74\u7b2c\u4e8c\u5b63\u5ea6\uff0c\u82f1\u5049\u9054\u71df\u6536\u540c\u6bd4\u589e\u957773%\uff0c\u8d85\u51fa\u5e02\u5834\u9810\u671f\u7684\u540c\u6642\uff0c\u5e02\u503c\u7a81\u78344\u842c\u5104\u7f8e\u5143\uff0c\u80a1\u7968\u4e09\u5e74\u7d2f\u8a08\u6f32\u5e45\u8d85900%\uff0c\u6210\u70ba\u83ef\u723e\u8857\u6700\u7099\u624b\u53ef\u71b1\u7684\u660e\u661f\u79d1\u6280\u80a1\u3002\u5206\u6790\u5e2b\u9810\u8a08\uff0c\u82f1\u5049\u9054\u7b2c\u4e09\u5b63\u5ea6\u71df\u6536\/\u6bcf\u80a1\u6536\u76ca\u5c07\u5206\u5225\u589e\u957752%\u548c47%\u3002<\/p>\n

\u76e1\u7ba1\u4e0a\u534a\u5e74\u56e0\u5c0d\u83ef\u51fa\u53e3\u9650\u5236\uff08H20\u82af\u7247\u7981\u904b\uff09\u5c0e\u81f4\u80a1\u50f9\u4e00\u5ea6\u56de\u8abf35%\uff0c\u4f46\u82f1\u5049\u9054\u8fc5\u901f\u6536\u8907\u5931\u5730\u3002\u7531\u65bc\u4e2d\u570b\u521d\u5275\u516c\u53f8DeepSeek\u5ba3\u7a31\u7684\u201c\u66ff\u4ee3\u65b9\u6848\u201d\u88ab\u8b49\u5be6\u5b58\u5728\u6027\u80fd\u5dee\u8ddd\uff0c\u82f1\u5049\u9054\u5ba2\u6236\u56de\u6d41\u660e\u986f\u3002\u540c\u6642\uff0c\u7f8e\u570b\u5546\u52d9\u90e8\u9577\u6697\u793a\u6216\u653e\u5becH20\u82af\u7247\u51fa\u53e3\uff0c\u63db\u53d6\u7a00\u571f\u4f9b\u61c9\u4fdd\u969c\uff0c\u70ba\u82f1\u5049\u9054\u80a1\u7968\u53c8\u6dfb\u4e86\u4e00\u628a\u706b\u3002<\/p>\n

\u73fe\u968e\u6bb5\uff0c\u8a72\u516c\u53f8Blackwell\u67b6\u69cb\u82af\u7247\u5728\u81ea\u52d5\u99d5\u99db\uff08\u7279\u65af\u62c9FSD v13\uff09\u548c\u91ab\u7642AI\uff08\u5f37\u751f\u624b\u8853\u6a5f\u5668\u4eba\uff09\u9818\u57df\u7372\u7a81\u7834\u6027\u8a02\u55ae\uff0c\u9019\u61c9\u8a72\u662f\u5c0e\u81f4\u6728\u982d\u59d0\u5728\u9ad8\u4f4d\u7e7c\u7e8c\u589e\u6301\u80a1\u7968\u7684\u95dc\u9375\u539f\u56e0\u4e4b\u4e00\u3002<\/p>\n

Iridium Communications\uff1a\u88ab\u4f4e\u4f30\u7684\u885b\u661f\u7269\u806f\u7db2\u9f8d\u982d<\/b><\/strong><\/h3>\n

\u8a72\u516c\u53f8\u7684\u6838\u5fc3\u512a\u52e2\u5305\u62ec\u5168\u7403\u552f\u4e00\u8986\u84cb\u5169\u6975\u7684L\u6ce2\u6bb5\u885b\u661f\u7db2\u7d61\uff0c\u670d\u52d9240\u842c\u4ed8\u8cbb\u7528\u6236\uff08\u5e74\u589e5%\uff09\uff0c\u4ee5\u53ca2025\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7269\u806f\u7db2\u696d\u52d9\u6536\u5165\u5360\u6bd4\u63d0\u5347\u81f368%\uff0c\u6bdb\u5229\u7387\u9ad8\u905462%\u3002\u5206\u6790\u5e2b\u9810\u6e2c\uff0c2025-26\u5e74\u6de8\u5229\u6f64\u5e74\u8907\u5408\u589e\u9577\u7387\u5c07\u8d85\u904e30%\u3002<\/p>\n

\u76e1\u7ba1\u71df\u6536\u589e\u901f\u5e73\u7de9\uff08\u8fd1\u5e74\u50c56%-8%\uff09\uff0c\u4f46\u8a72\u516c\u53f8\u901a\u904e\u6210\u672c\u512a\u5316\u5be6\u73fe\u4e86\u5229\u6f64\u8e8d\u5347\uff0c\u65b0\u4e00\u4ee3\u885b\u661f\u7d42\u7aef\u91cf\u7522\u964d\u4f4e\u904b\u71df\u6210\u672c20%\u3002\u540c\u6642\uff0c\u8207\u4e9e\u99ac\u905cAWS\u5408\u4f5c\u63a8\u51fa\u7684\u201c\u661f\u5730\u878d\u5408\u96f2\u670d\u52d9\u201d\u6b63\u9396\u5b9a\u570b\u9632\u548c\u6d77\u4e8b\u9818\u57df\u9577\u671f\u8a02\u55ae\u3002\u5982\u82e57\u670824\u65e5\u7b2c\u4e8c\u5b63\u5ea6\u8ca1\u5831\u5c55\u793a\u5229\u6f64\u7387\u9032\u4e00\u6b65\u6539\u5584\uff0c\u53ef\u80fd\u89f8\u767c\u4f30\u503c\u91cd\u4f30\uff08\u7576\u524d\u5e02\u76c8\u738728\u500d\uff0c\u4f4e\u65bc\u540c\u696dMaxar 35\u500d\uff09\u3002<\/p>\n

Teradyne\uff1a\u534a\u5c0e\u9ad4\u5468\u671f\u7684\u9006\u5411\u5e03\u5c40<\/b><\/strong><\/h3>\n

Teradyne\u5728\u5168\u7403\u82af\u7247\u6e2c\u8a66\u8a2d\u5099\u5e02\u5834\u7684\u5360\u6709\u7387\u9ad8\u905445%\uff0c\u4e3b\u8981\u5ba2\u6236\u5305\u62ec\u81fa\u7a4d\u96fb\u548c\u97d3\u570b\u4e09\u661f\u516c\u53f8\u30022025\u5e74\u7b2c\u4e00\u548c\u7b2c\u4e8c\u5b63\u5ea6\uff0c\u8a72\u516c\u53f8\u5831\u544a\u7684\u71df\u6536\u4e0d\u50c5\u7d50\u675f\u4e86\u5169\u5e74\u4e0b\u6ed1\uff0c\u800c\u4e14\u9023\u7e8c\u5169\u500b\u5b63\u5ea6\u51fa\u73fe\u5169\u4f4d\u6578\u589e\u9577\u3002<\/p>\n

\u53ef\u80fd\u662f\u56e0\u70ba\u9019\u500b\u539f\u56e0\uff0c\u76e1\u7ba1\u5169\u5468\u5167\u906d\u6469\u6839\u5927\u901a\u548c\u745e\u9280\u5169\u6b21\u8a55\u7d1a\u4e0b\u8abf\uff08\u64d4\u6182\u8cc7\u672c\u958b\u652f\u653e\u7de9\uff09\uff0c\u6728\u982d\u59d0\u4ecd\u9006\u52e2\u52a0\u5009\uff0c\u908f\u8f2f\u5728\u65bc\uff1aTeradyne\u76843nm\/2nm\u6e2c\u8a66\u65b9\u6848\u5e02\u5360\u7387\u8d8560%\uff0c\u5148\u9032\u5c01\u88dd\u6aa2\u6e2c\u8a2d\u5099\u8a02\u55ae\u5e74\u589e80%\u3002\u64daSEMI\u9810\u6e2c\uff0c2026\u5e74\u5168\u7403\u6676\u5713\u5ee0\u8a2d\u5099\u652f\u51fa\u5c07\u53cd\u5f48\u81f31200\u5104\u7f8e\u5143\u3002\u82e5\u7b2c\u4e09\u5b63\u5ea6\u8ca1\u5831\u4e2d\u6c7d\u8eca\u82af\u7247\u6e2c\u8a66\u6536\u5165\u5360\u6bd4\u7a81\u783425%\uff08\u76ee\u524d\u70ba18%\uff09\uff0c\u5c07\u9a57\u8b49\u96fb\u52d5\u8eca\u534a\u5c0e\u9ad4\u9700\u6c42\u97cc\u6027\uff0c\u70ba\u8a72\u516c\u53f8\u80a1\u50f9\u53cd\u5f48\u63d0\u4f9b\u4f9d\u64da\u3002<\/p>\n

\u7d66\u6295\u8cc7\u8005\u7684\u555f\u793a<\/b><\/strong><\/p>\n

AI\u3001\u885b\u661f\u4e92\u806f\u7db2\u3001\u5148\u9032\u5236\u7a0b\u4ecd\u662f\u5341\u5e74\u96e3\u9047\u7684\u6295\u8cc7\u6a5f\u6703\uff0c\u82f1\u5049\u9054\u7684\u53cd\u5f48\u8b49\u660e\u4e86\u9f8d\u982d\u80a1\u7684\u81ea\u6211\u4fee\u8907\u529b\uff0c\u800cTeradyne\u7684\u6848\u4f8b\u986f\u793a\uff0c\u6a5f\u69cb\u5206\u6b67\u6642\u5f80\u5f80\u662f\u914d\u7f6e\u826f\u6a5f\u3002\u6fc0\u9032\u6295\u8cc7\u8005\u53ef\u4ee5\u76f4\u63a5\u914d\u7f6eARKK ETF\uff0c\u5206\u4eab\u7d44\u5408\u8d85\u984d\u6536\u76ca\uff0c\u800c\u8ffd\u6c42\u7a69\u5065\u56de\u5831\u7684\u6295\u8cc7\u8005\u53ef\u5c07\u8cc7\u91d1\u5206\u6563\u6295\u8cc7\u65bc\u82f1\u5049\u9054\u548cIridium\uff0c\u540c\u6642\u95dc\u6ce8Teradyne\u7684\u4ea4\u6613\u6a5f\u6703\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

2025\u5e74\u6210\u70ba\u51f1\u831c\u00b7\u4f0d\u5fb7\uff08\u4eba\u7a31\u201c\u6728\u982d\u59d0\u201d\uff09\u7684\u7ffb\u8eab\u4e4b\u5e74\u3002\u622a\u81f37\u6708\uff0c\u5176\u9818\u5c0e\u7684\u65d7\u8266\u57fa\u91d1ARK Innovation […]<\/p>\n","protected":false},"author":31,"featured_media":483431,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[425,1522],"tags":[675,2174,2227,1677],"class_list":["post-583869","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-companies-zh-hant","category-1522","tag--zh-hant","tag-2174","tag-2227","tag-technology-zh-hant","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\/583869","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=583869"}],"version-history":[{"count":4,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/583869\/revisions"}],"predecessor-version":[{"id":583874,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/583869\/revisions\/583874"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/483431"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=583869"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=583869"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=583869"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}