{"id":590964,"date":"2025-09-02T22:12:55","date_gmt":"2025-09-03T05:12:55","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/09\/u-s-semiconductor-stocks-poised-for-second-wave-of-gains\/"},"modified":"2025-09-02T22:13:22","modified_gmt":"2025-09-03T05:13:22","slug":"%e7%be%8e%e8%82%a1%e5%8d%8a%e5%b0%8e%e9%ab%94%e6%9d%bf%e5%a1%8a%e5%b0%87%e8%bf%8e%e4%be%86%e7%ac%ac%e4%ba%8c%e6%b3%a2%e4%b8%8a%e6%bc%b2","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/09\/%e7%be%8e%e8%82%a1%e5%8d%8a%e5%b0%8e%e9%ab%94%e6%9d%bf%e5%a1%8a%e5%b0%87%e8%bf%8e%e4%be%86%e7%ac%ac%e4%ba%8c%e6%b3%a2%e4%b8%8a%e6%bc%b2\/","title":{"rendered":"\u7f8e\u80a1\u534a\u5c0e\u9ad4\u677f\u584a\u5c07\u8fce\u4f86\u7b2c\u4e8c\u6ce2\u4e0a\u6f32"},"content":{"rendered":"<p>\u53d7\u95dc\u7a05\u76f8\u95dc\u56e0\u7d20\u77ed\u66ab\u64fe\u52d5\u5f8c\uff0c\u5728\u4eba\u5de5\u667a\u80fd\u9a45\u52d5\u4e0b\uff0c\u534a\u5c0e\u9ad4\u884c\u696d\u6709\u671b\u518d\u5ea6\u8fce\u4f86\u5f37\u52c1\u589e\u9577\u3002<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=SOX\">PHLX Semiconductor Index\uff08SOX\uff09<\/a>\u52d5\u80fd\u589e\u5f37\uff0c\u5e74\u521d\u81f3\u4eca\u4e0a\u6f3213.8%\uff0c\u904e\u53bb\u4e09\u500b\u6708\u4e0a\u6f3216.6%\u3002\u884c\u696d\u6536\u5165\u4e0a\u884c\uff0c\u534a\u5c0e\u9ad4\u884c\u696d\u5354\u6703\uff08SIA\uff09\u9810\u8a08\u52302025\u5e74\u5e95\u5168\u7403\u92b7\u552e\u984d\u5c07\u90547010\u5104\u7f8e\u5143\uff0c\u8f032024\u5e74\u540c\u671f\u589e\u957711.2%\u3002<\/p>\n<p>\u5728\u7f8e\u570b\u570b\u5167\uff0c\u7d93\u6b77\u4e09\u5341\u5e74\u88fd\u9020\u4efd\u984d\u4e0b\u6ed1\u5f8c\uff0c\u534a\u5c0e\u9ad4\u884c\u696d\u6b63\u901a\u904e\u5927\u898f\u6a21\u672c\u571f\u6295\u8cc7\u201c\u518d\u5de5\u696d\u5316\u7f8e\u570b\u201d\uff0c\u4ee5\u632f\u8208\u7f8e\u570b\u82af\u7247\u751f\u614b\u7cfb\u7d71\uff0c\u5be6\u73fe2032\u5e74\u7f8e\u570b\u6676\u5713\u88fd\u9020\u7522\u80fd\u7684\u4e09\u500d\u589e\u9577\u76ee\u6a19\u3002\u95dc\u9375\u589e\u9577\u52d5\u529b\u5305\u62ec\u751f\u6210\u5f0fAI\u9700\u6c42\u98c6\u5347\uff0c\u8d85\u5927\u898f\u6a21\u6578\u64da\u4e2d\u5fc3\u5efa\u8a2d\uff0c\u4ee5\u53ca\u4e0b\u4e00\u4ee3\u5de5\u85dd\u6280\u8853\u7684\u52a0\u901f\u63a1\u7528\u3002<\/p>\n<p>\u4e0d\u904e\uff0c\u4f9b\u61c9\u93c8\u8106\u5f31\u6027\u8207\u95dc\u7a05\u76f8\u95dc\u6210\u672c\u4e0a\u5347\u7b49\u56e0\u7d20\u4ecd\u69cb\u6210\u986f\u8457\u98a8\u96aa\u3002<\/p>\n<p>\u4ee5\u8272\u5217Valens Semiconductor\u9996\u5e2d\u57f7\u884c\u5b98Gideon Ben Zvi\u6307\u51fa\uff0c\u4f01\u696d\u901a\u904e\u591a\u5143\u5316\u88fd\u9020\u8207\u4f9b\u61c9\u8def\u5f91\u61c9\u5c0d\u6311\u6230\uff0c\u4f46\u9019\u5e36\u4f86\u4e86\u984d\u5916\u6210\u672c\uff0c\u5c24\u5176\u662f\u5728\u53f0\u7a4d\u96fb\uff08TSMC\uff09\u7522\u80fd\u6709\u9650\u7684\u60c5\u6cc1\u4e0b\u3002\u6b64\u5916\uff0c\u5118\u7ba1\u82af\u7247\u88fd\u9020\u9818\u57df\u7684AI\u9032\u6b65\u986f\u8457\uff0c\u884c\u696d\u4ecd\u9762\u81e8\u6280\u80fd\u578b\u4eba\u624d\u77ed\u7f3a\u7684\u554f\u984c\uff0c\u7d93\u9a57\u8c50\u5bcc\u7684\u5de5\u7a0b\u5e2b\u77ed\u7f3a\u5c0e\u81f4\u7522\u54c1\u958b\u767c\u653e\u7de9\uff0c\u9650\u5236\u4e86\u4f01\u696d\u64f4\u7522\u8207\u628a\u63e1\u65b0\u6a5f\u6703\u7684\u80fd\u529b\u3002<\/p>\n<p>\u5730\u7de3\u653f\u6cbb\u98a8\u96aa\uff0c\u5c24\u5176\u662f\u53f0\u6d77\u95dc\u4fc2\u7dca\u5f35\uff0c\u53ef\u80fd\u5c0d\u884c\u696d\u9020\u6210\u91cd\u5927\u885d\u64ca\u3002\u53f0\u7a4d\u96fb\u4f5c\u70ba\u884c\u696d\u95dc\u9375\u516c\u53f8\uff0c\u5e7e\u4e4e\u6240\u6709\u4e3b\u8981AI\u82af\u7247\u5ee0\u5546\u7684\u7522\u54c1\u90fd\u7531\u5b83\u4ee3\u5de5\u3002<\/p>\n<p>\u7db2\u7d61\u5b89\u5168\u516c\u53f8Orcus\u806f\u5408\u5275\u59cb\u4eba\u517c\u9996\u5e2d\u57f7\u884c\u5b98Nic Adams\u8868\u793a\uff0cAI\u6280\u8853\u53ef\u80fd\u5b58\u5728\u904e\u5ea6\u6295\u8cc7\u7684\u98a8\u96aa\u3002\u4e00\u65e6\u9019\u7a2e\u683c\u5c40\u8b8a\u5316\uff0cAI\u82af\u7247\u9700\u6c42\u53ef\u80fd\u8f49\u5f31\uff0c\u4e26\u5728\u4f9b\u61c9\u93c8\u4e0a\u7522\u751f\u9023\u9396\u53cd\u61c9\u3002\u6b64\u5916\uff0c\u5148\u9032\u6676\u5713\u5ee0\u8207\u95dc\u9375\u88fd\u9020\u4e2d\u5fc3\u7684\u5efa\u8a2d\u6210\u672c\u4e0d\u65b7\u6500\u5347\uff0c\u5e36\u4f86\u91cd\u5927\u8ca1\u52d9\u58d3\u529b\u3002\u6700\u5f8c\uff0c\u50f9\u503c\u93c8\u67d0\u4e9b\u74b0\u7bc0\u7684\u9ad8\u5ea6\u96c6\u4e2d\u4e5f\u4ee4\u64d4\u6182\u5347\u6eab\u3002\u7576\u904e\u591a\u6ce8\u610f\u529b\u8207\u8cc7\u672c\u6e67\u5411\u5c11\u6578\u4e3b\u5c0e\u8005\u8207\u5782\u76f4\u9818\u57df\u6642\uff0c\u6703\u5e36\u4f86\u7af6\u722d\u58d3\u529b\uff0c\u5c0e\u81f4\u5e02\u5834\u66f4\u52a0\u8106\u5f31\u3002<\/p>\n<h2>\u7576\u524d\u503c\u5f97\u95dc\u6ce8\u7684\u534a\u5c0e\u9ad4\u80a1\u7968<\/h2>\n<h3>\u82f1\u5049\u9054\uff08NVDA\uff09<\/h3>\n<p>\u5e74\u521d\u81f3\u4eca\u56de\u5831\uff1a29.7%\uff1b\u904e\u53bb\u4e09\u500b\u6708\u80a1\u50f9\u4e0a\u6f3228.9%\u3002\u516c\u53f8\u5728\u534a\u5c0e\u9ad4\u8207AI\u9818\u57df\u6301\u7e8c\u9818\u5148\uff0c\u4e26\u5c55\u73fe\u5f37\u52c1\u589e\u9577\uff08\u5e02\u503c4.1\u842c\u5104\u7f8e\u5143\uff09\uff0c\u540c\u6642\u5411\u6c7d\u8eca\u3001\u6a5f\u5668\u4eba\u8207\u91cf\u5b50\u8a08\u7b97\u7b49\u6f5b\u5728\u9ad8\u589e\u9577\u5e02\u5834\u5ef6\u4f38\u3002\u82f1\u5049\u9054\u6700\u8fd1\u4e00\u500b\u5b63\u5ea6\u6536\u5165\u9054467\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u5927\u589e56%\uff1b\u6578\u64da\u4e2d\u5fc3\u696d\u52d9\u540c\u6a23\u9304\u5f9756%\u7684\u5b63\u5ea6\u6536\u5165\u589e\u9577\uff0c\u5360\u516c\u53f8\u6574\u9ad4\u92b7\u552e\u7684\u8f03\u5927\u6bd4\u91cd\u3002<\/p>\n<h3>Advanced Micro Devices Inc.\uff08AMD\uff09<\/h3>\n<p>\u5e74\u521d\u81f3\u4eca\u56de\u5831\uff1a34.6%\u3002AMD\u5728\u591a\u689d\u696d\u52d9\u7dda\u4e0a\u8868\u73fe\u7a69\u5065\uff0c\u500b\u4eba\u8a08\u7b97\u7522\u54c1\u5728CPU\u9818\u57df\u5c0d\u82f1\u7279\u723e\uff08INTC\uff09\u5360\u512a\uff0c\u4e26\u5728GPU\u9818\u57df\u5c0d\u82f1\u5049\u9054\u7684\u7af6\u722d\u529b\u63d0\u5347\u3002AMD\u5728\u6578\u64da\u4e2d\u5fc3\u5e02\u5834\u7684CPU\u4efd\u984d\u986f\u8457\u63d0\u5347\uff0c\u5c24\u5176\u662f\u6700\u65b0\u7684Turin EPYC CPU\u3002\u53e6\u5916\uff0cAMD\u7684\u52a0\u901f\u5668\u90e8\u7f72\u52e2\u982d\u5f37\u52c1\u3002<\/p>\n<h3>\u53f0\u7a4d\u96fb\uff08TSM\uff09<\/h3>\n<p>\u5e74\u521d\u81f3\u4eca\u56de\u5831\uff1a17.6%\uff1b\u904e\u53bb\u4e09\u500b\u6708\u80a1\u50f9\u4e0a\u6f3219.8%\u3002\u4f5c\u70ba\u6700\u5148\u9032\u82af\u7247\u7684\u4e3b\u5c0e\u4ee3\u5de5\u5ee0\u5546\uff0c\u53f0\u7a4d\u96fb\u5728\u50f9\u503c\u93c8\u4e2d\u7684\u4e0d\u53ef\u6216\u7f3a\u5730\u4f4d\u660e\u78ba\u3002\u5c0d\u8cc7\u672c\u958b\u652f\u7684\u7a4d\u6975\u6295\u5165\u986f\u793a\u51fa\u7dad\u6301\u6280\u8853\u9818\u5148\u7684\u6c7a\u5fc3\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u53d7\u95dc\u7a05\u76f8\u95dc\u56e0\u7d20\u77ed\u66ab\u64fe\u52d5\u5f8c\uff0c\u5728\u4eba\u5de5\u667a\u80fd\u9a45\u52d5\u4e0b\uff0c\u534a\u5c0e\u9ad4\u884c\u696d\u6709\u671b\u518d\u5ea6\u8fce\u4f86\u5f37\u52c1\u589e\u9577\u3002PHLX Semiconducto [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":492218,"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":[801,675,2174,2156],"class_list":["post-590964","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","tag-801","tag--zh-hant","tag-2174","tag-2156","sectors-technology-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/590964","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=590964"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/590964\/revisions"}],"predecessor-version":[{"id":590967,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/590964\/revisions\/590967"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/492218"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=590964"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=590964"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=590964"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}