{"id":593880,"date":"2025-09-18T19:52:27","date_gmt":"2025-09-19T02:52:27","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/09\/who-needs-nvidia-cathie-wood-bets-on-baidu-as-u-s-chip-ban-bites\/"},"modified":"2025-09-18T19:52:54","modified_gmt":"2025-09-19T02:52:54","slug":"%e7%99%be%e5%ba%a6%e6%89%9b%e8%b5%b7%e5%8e%bb%e8%8b%b1%e5%81%89%e9%81%94%e5%8c%96%e5%a4%a7%e6%97%97%ef%bc%9f%e5%87%b1%e8%8c%9c%c2%b7%e4%bc%8d%e5%be%b7%e6%90%b6%e5%85%88%e4%bd%88","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/09\/%e7%99%be%e5%ba%a6%e6%89%9b%e8%b5%b7%e5%8e%bb%e8%8b%b1%e5%81%89%e9%81%94%e5%8c%96%e5%a4%a7%e6%97%97%ef%bc%9f%e5%87%b1%e8%8c%9c%c2%b7%e4%bc%8d%e5%be%b7%e6%90%b6%e5%85%88%e4%bd%88\/","title":{"rendered":"\u767e\u5ea6\u625b\u8d77\u201c\u53bb\u82f1\u5049\u9054\u5316\u201d\u5927\u65d7\uff1f\u51f1\u831c\u00b7\u4f0d\u5fb7\u6436\u5148\u4f48\u5c40"},"content":{"rendered":"<p>\u7f8e\u6771\u6642\u9593\u9031\u4e09\uff0c\u65b9\u821f\u6295\u8cc7(Ark Invest)\u5275\u59cb\u4eba\u51f1\u831c\u00b7\u4f0d\u5fb7(Cathie Wood)\u6253\u7834\u4e86\u8fd1\u56db\u500b\u6708\u7684\u6c89\u9ed8\u683c\u5c40\uff0c\u9996\u6b21\u589e\u6301<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=BIDU\">\u767e\u5ea6(NASDAQ: BIDU)<\/a>\u80a1\u7968\u3002\u9019\u4f4d\u4ee5\u62bc\u6ce8\u985b\u8986\u6027\u5275\u65b0\u805e\u540d\u7684\u6295\u8cc7\u4eba\u5728\u767e\u5ea6\u8fd1\u671f\u80a1\u50f9\u53cd\u5f48\u4e4b\u969b\u52a0\u5009\uff0c\u6070\u9022\u591a\u5bb6\u6295\u884c\u9023\u7e8c\u4e0a\u8abf\u8a72\u80a1\u8a55\u7d1a\u3002\u622a\u81f3\u7576\u65e5\u6536\u76e4\uff0c\u767e\u5ea6\u96d6\u4e0b\u8dcc1.87%\uff0c\u4f46\u8fd1\u4e00\u500b\u6708\u7d2f\u8a08\u6f32\u5e45\u5df2\u905453%\u3002<\/p>\n<h2>\u8cbf\u6613\u6469\u64e6\u4e0b\u7684\u610f\u5916\u8d0f\u5bb6<\/h2>\n<p>\u767e\u5ea6\u6b63\u5728\u6210\u70ba\u4e2d\u7f8eAI\u82af\u7247\u7981\u4ee4\u7684\u6f5b\u5728\u53d7\u76ca\u8005\u3002\u5118\u7ba1\u6700\u65b0\u5b63\u5831\u986f\u793a\u4e8c\u5b63\u5ea6\u71df\u6536\u4e0b\u6ed14%\uff0c\u8abf\u6574\u5f8c\u5229\u6f64\u66b4\u8dcc35%\uff0c\u4f46\u8fd1\u671f\u4e2d\u570b\u5c0d\u82f1\u5049\u9054H20\u82af\u7247\u53ca\u7279\u4f9b\u7248RTX Pro 6000D\u7684\u9032\u53e3\u9650\u5236\uff0c\u70ba\u570b\u7522AI\u82af\u7247\u5ee0\u5546\u6253\u958b\u4e86\u66ff\u4ee3\u7a7a\u9593\u3002\u767e\u5ea6\u65d7\u4e0b\u6606\u4f96\u82af\u7247\u696d\u52d9\u88ab\u6295\u884c\u8996\u70ba\u6700\u5927\u53d7\u76ca\u8005\u2014\u2014\u8a72\u516c\u53f8\u64c1\u6709\u8d85\u904e5700\u9805AI\u5c08\u5229\u7533\u8acb\u91cf\uff0c\u4f4d\u5c45\u4e2d\u570b\u4f01\u696d\u4e4b\u9996\u3002<\/p>\n<p>\u83ef\u723e\u8857\u6b63\u5728\u91cd\u65b0\u8a55\u4f30\u767e\u5ea6\u7684\u50f9\u503c\u3002\u9031\u4e8c\uff0cArete\u7f55\u898b\u5730\u5c07\u767e\u5ea6\u8a55\u7d1a\u5f9e\u201c\u8ce3\u51fa&#8221;\u9023\u5347\u5169\u7d1a\u81f3\u201c\u8cb7\u5165&#8221;\uff0c\u76ee\u6a19\u50f9\u8a2d\u5b9a\u70ba143\u7f8e\u5143\uff1b\u6b21\u65e5\u5091\u5bcc\u745e(Jefferies)\u5206\u6790\u5e2bThomas Chong\u5c07\u76ee\u6a19\u50f9\u5f9e108\u7f8e\u5143\u5927\u5e45\u4e0a\u8abf\u81f3157\u7f8e\u5143\uff0c\u5747\u5f37\u8abf\u8cbf\u6613\u9650\u5236\u5c07\u63a8\u52d5\u767e\u5ea6AI\u82af\u7247\u696d\u52d9\u7206\u767c\u3002\u7576\u524d\u80a1\u50f9\u8dddArete\u76ee\u6a19\u50f9\u50c5\u5dee4%\u7684\u6f32\u5e45\u7a7a\u9593\u3002<\/p>\n<p>\u5118\u7ba1\u80a1\u50f9\u98c6\u5347\uff0c\u767e\u5ea6\u4f30\u503c\u4ecd\u8655\u65bc\u6b77\u53f2\u4f4e\u4f4d\uff1a\u52d5\u614b\u5e02\u76c8\u7387\u4e0d\u8db313\u500d\uff0c\u9060\u4f4e\u65bc\u884c\u696d\u5e73\u5747\u6c34\u5e73\u3002\u5206\u6790\u5e2b\u9810\u6e2c\uff0c\u516c\u53f8\u76c8\u5229\u589e\u901f\u6709\u671b\u57282026\u5e74\u8f49\u6b63\uff0c\u63092028\u5e74\u9810\u671f\u76c8\u5229\u8a08\u7b97\u7684\u5e02\u76c8\u7387\u5c07\u964d\u81f39\u500d\u3002\u6838\u5fc3\u77db\u76fe\u5728\u65bc\uff0c\u641c\u7d22\u696d\u52d9\u96d6\u8ca2\u737b\u516d\u6210\u4ee5\u4e0a\u6536\u5165\uff0c\u4f46AI\u96f2\u696d\u52d9\u4e0a\u5b63\u5ea634%\u7684\u540c\u6bd4\u589e\u9577\u5df2\u986f\u73fe\u7a81\u7834\u8de1\u8c61\u3002<\/p>\n<h2>\u9ad8\u98a8\u96aa\u9ad8\u56de\u5831\u7684\u8ced\u6ce8<\/h2>\n<p>\u65b9\u821f\u6295\u8cc7\u7684\u589e\u6301\u884c\u70ba\u88ab\u8996\u70ba\u5c0d\u767e\u5ea6AI\u6230\u7565\u7684\u62bc\u6ce8\u3002\u7576\u524d\u767e\u5ea6\u4e0d\u50c5\u5750\u64c1\u4e2d\u570b\u6700\u5927\u641c\u7d22\u5f15\u64ce\u7684\u73fe\u91d1\u6d41\u512a\u52e2\uff0c\u5176AI\u82af\u7247\u696d\u52d9\u66f4\u53ef\u80fd\u501f\u52a9\u570b\u7522\u66ff\u4ee3\u6d6a\u6f6e\u5be6\u73fe\u8e8d\u5347\u3002\u4e0d\u904e\u6311\u6230\u4f9d\u7136\u5b58\u5728\uff1a\u5728\u7dda\u5ee3\u544a\u6536\u5165\u6301\u7e8c\u75b2\u8edf\uff0c\u611b\u5947\u85dd\u7b49\u884d\u751f\u696d\u52d9\u8868\u73fe\u4e0d\u4f73\uff0cAI\u82af\u7247\u7684\u5229\u6f64\u7387\u4e5f\u96e3\u4ee5\u5339\u6575\u50b3\u7d71\u641c\u7d22\u696d\u52d9\u3002<\/p>\n<p>\u5e02\u5834\u89c0\u5bdf\u4eba\u58eb\u6307\u51fa\uff0c\u9019\u5834\u6295\u8cc7\u672c\u8cea\u4e0a\u662f\u5c0d\u201c\u53bb\u82f1\u5049\u9054\u5316&#8221;\u9032\u7a0b\u4e2d\u4e2d\u570b\u672c\u571f\u66ff\u4ee3\u8005\u50f9\u503c\u7684\u91cd\u4f30\u3002\u96a8\u8457\u8cbf\u6613\u6469\u64e6\u6301\u7e8c\uff0c\u767e\u5ea6\u80fd\u5426\u5c07\u5176\u6280\u8853\u5132\u5099\u8f49\u5316\u70ba\u5e02\u5834\u4efd\u984d\uff0c\u5c07\u6210\u70ba\u6c7a\u5b9a\u9019\u8f2a\u4e0a\u6f32\u50c5\u662f\u77ed\u671f\u60c5\u7dd2\u50ac\u5316\u9084\u662f\u9577\u671f\u50f9\u503c\u767c\u73fe\u7684\u95dc\u9375\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u7f8e\u6771\u6642\u9593\u9031\u4e09\uff0c\u65b9\u821f\u6295\u8cc7(Ark Invest)\u5275\u59cb\u4eba\u51f1\u831c\u00b7\u4f0d\u5fb7(Cathie Wood)\u6253\u7834\u4e86\u8fd1\u56db\u500b\u6708\u7684\u6c89\u9ed8\u683c [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":593875,"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":[801,2153,675,2174,2227],"class_list":{"0":"post-593880","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","6":"hentry","7":"category-1522","8":"category-trends-strategies-zh-hant","9":"tag-801","10":"tag--zh-hant","12":"tag-2174","13":"tag-2227","14":"sectors-technology-zh-hant","15":"locations-china-zh-hant","16":"locations-us-zh-hant","17":"exchange-nasdaq-zh-hant"},"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/593880","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=593880"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/593880\/revisions"}],"predecessor-version":[{"id":593883,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/593880\/revisions\/593883"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/593875"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=593880"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=593880"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=593880"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}