{"id":586860,"date":"2025-08-07T18:37:17","date_gmt":"2025-08-08T01:37:17","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/08\/%e4%b8%89%e5%a4%a7%e7%a7%91%e6%8a%80%e8%82%a1%e5%a0%aa%e7%a7%b0%e5%8d%b0%e9%92%9e%e6%9c%ba%ef%bc%8c%e9%95%bf%e6%9c%9f%e5%9b%9e%e6%8a%a5%e5%82%b2%e8%a7%86%e7%be%a4%e9%9b%84\/"},"modified":"2025-08-07T18:38:07","modified_gmt":"2025-08-08T01:38:07","slug":"%e4%b8%89%e5%a4%a7%e7%a7%91%e6%8a%80%e8%82%a1%e5%a0%aa%e7%a8%b1%e5%8d%b0%e9%88%94%e6%a9%9f%ef%bc%8c%e9%95%b7%e6%9c%9f%e5%9b%9e%e5%a0%b1%e5%82%b2%e8%a6%96%e7%be%a4%e9%9b%84","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/08\/%e4%b8%89%e5%a4%a7%e7%a7%91%e6%8a%80%e8%82%a1%e5%a0%aa%e7%a8%b1%e5%8d%b0%e9%88%94%e6%a9%9f%ef%bc%8c%e9%95%b7%e6%9c%9f%e5%9b%9e%e5%a0%b1%e5%82%b2%e8%a6%96%e7%be%a4%e9%9b%84\/","title":{"rendered":"\u4e09\u5927\u79d1\u6280\u80a1\u582a\u7a31\u201c\u5370\u9214\u6a5f”\uff0c\u9577\u671f\u56de\u5831\u50b2\u8996\u7fa4\u96c4"},"content":{"rendered":"

\u4e92\u806f\u7db2\u6642\u4ee3\u4ee5\u4f86\uff0c\u79d1\u6280\u677f\u584a\u70ba\u80a1\u6771\u5275\u9020\u4e86\u5de8\u984d\u8ca1\u5bcc\u3002\u5728\u90e8\u5206\u4f01\u696d\u69cb\u5efa\u6578\u5b57\u7d93\u6fdf\u57fa\u790e\u8a2d\u65bd\u7684\u540c\u6642\uff0c\u66f4\u591a\u516c\u53f8\u6210\u529f\u958b\u767c\u4e86\u6578\u5341\u5104\u7528\u6236\u4e0d\u53ef\u6216\u7f3a\u7684\u6d88\u8cbb\u7d1a\u61c9\u7528\u3002\u4ee5\u4e0b\u4e09\u5bb6\u79d1\u6280\u5de8\u982d\u6191\u85c9\u5353\u8d8a\u7684\u9577\u671f\u80a1\u6771\u56de\u5831\uff0c\u6210\u70ba\u7576\u4e0b\u503c\u5f97\u95dc\u6ce8\u7684\u6295\u8cc7\u6a19\u7684\u3002<\/p>\n

\u535a\u901a(AVGO)<\/a>\uff1aAI\u57fa\u790e\u8a2d\u65bd\u5de8\u982d<\/h2>\n

\u4f5c\u70ba\u5b9a\u5236\u82af\u7247\u8207\u57fa\u790e\u8a2d\u65bd\u8edf\u4ef6\u89e3\u6c7a\u65b9\u6848\u63d0\u4f9b\u5546\uff0c\u535a\u901a\u696d\u7e3e\u8868\u73fe\u4eae\u773c\u30022025\u8ca1\u5e74\u7b2c\u4e8c\u5b63\u5ea6\uff08\u622a\u81f35\u67084\u65e5\uff09\u71df\u6536\u9054150\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957720%\uff1b\u8abf\u6574\u5f8cEBITDA\uff08\u606f\u7a05\u6298\u820a\u6524\u92b7\u524d\u5229\u6f64\uff09\u70ba100\u5104\u7f8e\u5143\uff0c\u5229\u6f64\u738767%\uff1b\u7576\u5b63\u81ea\u7531\u73fe\u91d1\u6d4164\u5104\u7f8e\u5143\uff0c\u73fe\u91d1\u5132\u509995\u5104\u7f8e\u5143\uff1b\u901a\u904e\u5206\u7d05\u8207\u80a1\u7968\u56de\u8cfc\u5411\u80a1\u6771\u8fd4\u908470\u5104\u7f8e\u5143\u3002<\/p>\n

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\u6230\u7565\u512a\u52e2\u65b9\u9762\uff1a\u535a\u901a\u8207\u4e09\u5bb6\u8a08\u5283\u57282027\u5e74\u524d\u5404\u90e8\u7f72\u767e\u842cAI\u52a0\u901f\u5668\u96c6\u7fa4\u7684\u8d85\u5927\u898f\u6a21\u96f2\u670d\u52d9\u5546\u6df1\u5ea6\u5408\u4f5c\uff1bTomahawk 6\u4ea4\u63db\u6a5f\u6280\u8853\u53ef\u964d\u4f4e\u5ef6\u9072\u3001\u63d0\u5347\u5e36\u5bec\u4e26\u6e1b\u5c11\u529f\u8017\uff1b610\u5104\u7f8e\u5143\u6536\u8cfcVMware\u6210\u6548\u986f\u8457\uff0c\u57fa\u790e\u8a2d\u65bd\u8edf\u4ef6\u696d\u52d9\u6bdb\u5229\u7387\u905493%\uff0c\u904b\u71df\u5229\u6f64\u738776%\u3002<\/p>\n

ServiceNow(NOW)\uff1a\u4f01\u696dAI\u5de5\u4f5c\u6d41\u9818\u5c0e\u8005<\/h2>\n

\u516c\u53f8\u901a\u904eNow Platform\u63d0\u4f9b\u4f01\u696dAI\u8207\u5de5\u4f5c\u6d41\u81ea\u52d5\u5316\u89e3\u6c7a\u65b9\u6848\u5275\u9020\u5927\u91cf\u6536\u5165\u3002\u7b2c\u4e8c\u5b63\u5ea6\u8a02\u95b1\u6536\u516531\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957722.5%\uff0c\u7e3d\u6536\u5165\u8d8532\u5104\u7f8e\u5143\uff08\u542b1.02\u5104\u7f8e\u5143\u5c08\u696d\u670d\u52d9\u6536\u5165\uff09\u3002\u7ba1\u7406\u5c64\u7684\u76ee\u6a19\u662f2026\u5e74\u8a02\u95b1\u6536\u5165\u7a81\u7834150\u5104\u7f8e\u5143\u3002<\/p>\n

AI\u696d\u52d9\u8fce\u4f86\u7206\u767c\uff1aNow Assist\uff08\u751f\u6210\u5f0fAI\u529f\u80fd\u5957\u4ef6\uff092026\u5e74\u7c3d\u7d04\u984d\u9810\u8a08\u5c07\u905410\u5104\u7f8e\u5143\uff0c\u8f032025\u5e74\u521d\u76842.5\u5104\u7f8e\u5143\u589e\u9577\u8fd1\u4e09\u500d\uff1b\u670d\u52d9528\u5bb6\u5e74\u5408\u7d04\u984d\u8d85500\u842c\u7f8e\u5143\u7684\u5ba2\u6236\uff0c\u5e74\u8ca2\u737b\u8d852000\u842c\u7f8e\u5143\u7684\u5ba2\u6236\u6578\u540c\u6bd4\u589e\u957730%\u4ee5\u4e0a\uff1b\u5e73\u81fa\u7e8c\u7d04\u7387\u9ad8\u905498%\uff0c\u9ad4\u73fe\u51fa\u5ba2\u6236\u9ecf\u6027\u6975\u9ad8\u3002<\/p>\n

\u8ca1\u52d9\u5065\u5eb7\u5ea6\u65b9\u9762\uff1a\u7b2c\u4e8c\u5b63\u5ea6\u81ea\u7531\u73fe\u91d1\u6d415.35\u5104\u7f8e\u5143\uff08\u5229\u6f64\u738716.5%\uff09\uff0c\u65a5\u8cc73.61\u5104\u7f8e\u5143\u56de\u8cfc\u80a1\u7968\uff0c\u671f\u672b\u73fe\u91d1\u8207\u6295\u8cc7\u5132\u5099\u9054108\u5104\u7f8e\u5143\u3002<\/p>\n

\u7532\u9aa8\u6587(ORCL)\uff1a\u96f2\u57fa\u790e\u8a2d\u65bd\u8207\u6578\u64da\u5eab\u9f8d\u982d<\/h2>\n

\u5c08\u6ce8\u63d0\u4f9b\u652f\u6301\u8907\u96dcAI\u5de5\u4f5c\u8ca0\u8f09\u7684\u96f2\u57fa\u790e\u8a2d\u65bd\u8207\u6578\u64da\u5eab\u8edf\u4ef6\u89e3\u6c7a\u65b9\u6848\u3002\u6280\u8853\u58c1\u58d8\u5305\u62ec\uff1a\u6578\u64da\u5eab\u6280\u8853\u8207\u81ea\u6709\u96f2\u5e73\u81faOCI\u5354\u540c\u5de5\u4f5c\uff0c\u517c\u5bb9\u4e9e\u99ac\u905c\u7684AWS\u3001\u7a40\u6b4c\u96f2\u3001\u5fae\u8edfAzure\u7b49\u4e3b\u6d41\u96f2\u5e73\u81fa\uff0cDatabase 23ai\u652f\u6301\u4f01\u696d\u5728\u4fdd\u969c\u5b89\u5168\u7684\u524d\u63d0\u4e0b\u8abf\u7528\u5c08\u6709\u6578\u64da\u8207\u4e3b\u6d41\u5927\u8a9e\u8a00\u6a21\u578b\u3002<\/p>\n

2025\u8ca1\u5e74\u7b2c\u56db\u5b63\u5ea6\uff08\u622a\u81f35\u670831\u65e5\uff09\u71df\u6536159\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957711%\uff0c\u5176\u4e2dOCI\u96f2\u696d\u52d9\u6536\u5165\u6fc0\u589e52%\u81f330\u5104\u7f8e\u5143\uff1b\u5168\u5e74\u904b\u71df\u73fe\u91d1\u6d41208\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957712%\u3002\u6b64\u5916\uff0c\u7a4d\u58d3\u8a02\u55ae1380\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957741%\uff0c\u9810\u8a082026\u8ca1\u5e74\u8a02\u55ae\u91cf\u518d\u7ffb\u500d\u30022026\u8ca1\u5e74\u6307\u5f15\u986f\u793aOCI\u6536\u5165\u589e\u901f\u5c07\u905470%\uff0c\u7e3d\u71df\u6536\u81f3\u5c11670\u5104\u7f8e\u5143\uff08\u589e\u5e4516%\uff09\u3002\u3001<\/p>\n

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