{"id":602311,"date":"2025-11-06T05:49:04","date_gmt":"2025-11-06T13:49:04","guid":{"rendered":"https:\/\/nai500.com\/?p=602311"},"modified":"2025-11-06T05:49:04","modified_gmt":"2025-11-06T13:49:04","slug":"10-ai-ev","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/11\/10-ai-ev\/","title":{"rendered":"10 \u6bba\u624b\u7d1a\u4e2d\u570b AI \u8207\u96fb\u52d5\u8eca\uff08EV\uff09\u80a1\u7968\uff0c\u9ec3\u4ec1\u52f3\u525b\u525b\u8b49\u5be6"},"content":{"rendered":"

Nvidia \u7684\u9ec3\u4ec1\u52f3\u5c0d Financial Times \u8868\u793a\u300c\u4e2d\u570b\u5c07\u5728 AI \u7af6\u8cfd\u4e2d\u7372\u52dd\u300d\uff0c\u9019\u4e26\u975e\u6311\u91c1\uff0c\u800c\u662f\u5c0d\u90e8\u7f72\u73fe\u5be6\u7684\u5224\u8b80\u3002\u4e2d\u570b\u7684\u958b\u767c\u8005\u57fa\u790e\u3001\u80fd\u6e90\u7d93\u6fdf\u6027\u8207\u653f\u7b56\u63a8\u52d5\u901f\u5ea6\u6b63\u5728\u532f\u805a\u6210\u5c0d AI \u8207\u96fb\u6c23\u5316\u7684\u6301\u4e45\u512a\u52e2\u3002\u51fa\u53e3\u7ba1\u5236\u6703\u6c7a\u5b9a\u54ea\u4e9b\u6676\u7247\u8a13\u7df4\u54ea\u4e9b\u6a21\u578b\uff0c\u4f46\u5b83\u5011\u4e26\u4e0d\u6703\u963b\u6b62\u5e02\u5834\u64f4\u5f35\uff0c\u53ea\u6703\u6539\u8b8a\u8def\u5f91\u3002\u4ee5\u4e0b\u662f\u8cc7\u672c\u5df2\u5728\u8907\u5229\u589e\u9577\u7684\u5730\u65b9\u3002<\/p>\n

\u9ec3\u4ec1\u52f3\u7684\u8b66\u544a\u662f\u5c0d\u653f\u7b56\u8207\u6295\u8cc7\u7d44\u5408\u7684\u73fe\u5be6\u6aa2\u9a57<\/h3>\n

\u9ec3\u4ec1\u52f3\u7684\u89c0\u9ede\u5f88\u76f4\u63a5\uff1a\u5982\u679c\u4f60\u5207\u65b7\u4e00\u500b\u5305\u542b\u5927\u91cf\u5168\u7403 AI \u958b\u767c\u8005\u7684\u5e02\u5834\u7684\u51c6\u5165\uff0c\u4f60\u6703\u9a45\u4f7f\u8a72\u5e02\u5834\u5efa\u7acb\u4e00\u5957\u5e73\u884c\u68e7\u3002\u4ed6\u7a31\u4e2d\u570b\u5728 AI \u4e0a\u300c\u843d\u5f8c\u7f8e\u570b\u5e7e\u500b\u5948\u79d2\u300d\uff0c\u4e26\u6566\u4fc3\u83ef\u76db\u9813\u4e0d\u8981\u300c\u5931\u53bb\u5168\u4e16\u754c\u4e00\u534a\u7684 AI \u958b\u767c\u8005\u300d\u3002\u628a Blackwell \u61c9\u4fdd\u7559\u7d66\u7f8e\u570b\u5ba2\u6236\u7684\u653f\u6cbb\u53e3\u865f\u642c\u4e0a\u821e\u53f0\u6216\u8a31\u6548\u679c\u4e0d\u932f\uff0c\u4f46\u9019\u8aa4\u5224\u4e86\u4e2d\u570b\u628a\u73fe\u6210\u904b\u7b97\u8cc7\u6e90\u91cd\u5b9a\u7528\u9014\u3001\u8a2d\u8a08\u9ad8\u6548\u6a21\u578b\u4e26\u7522\u696d\u5316\u90e8\u7f72\u7684\u901f\u5ea6\u3002\u6bcf\u4e00\u8f2a\u7684\u51fa\u53e3\u9650\u5236\u90fd\u52a0\u901f\u4e86\u6676\u7247\u3001\u96f2\u7aef\u8207\u5de5\u5177\u93c8\u7684\u570b\u7522\u66ff\u4ee3\u3002\u6295\u8cc7\u8005\u61c9\u5047\u8a2d\u6301\u7e8c\u8ddf\u9032\uff0c\u800c\u4e0d\u662f\u50c5\u6709\u6469\u64e6\u3002<\/p>\n

\u4e2d\u570b\u7684\u958b\u767c\u8005\u898f\u6a21\u9047\u4e0a\u80fd\u6e90\u7d93\u6fdf\u5b78<\/h3>\n

\u7af6\u722d\u5dee\u7570\u4e0d\u50c5\u50c5\u5728\u5de5\u7a0b\u5e2b\uff0c\u800c\u662f\u96fb\u529b\u3001\u571f\u5730\u8207\u7269\u6d41\u3002\u4e2d\u570b\u6b63\u5728\u4ee5\u5176\u4ed6\u5e02\u5834\u96e3\u4ee5\u5339\u6575\u7684\u901f\u5ea6\u5efa\u9020 AI \u53ef\u7528\u7684\u96fb\u529b\u8207\u6578\u64da\u4e2d\u5fc3\u5bb9\u91cf\uff0c\u7acb\u8db3\u65bc\u897f\u5357\u4f4e\u6210\u672c\u6c34\u96fb\u3001\u4e16\u754c\u9818\u5148\u7684\u592a\u967d\u80fd\u8207\u98a8\u96fb\u5efa\u8a2d\uff0c\u4ee5\u53ca\u9f90\u5927\u7684\u96fb\u7db2\u5132\u80fd\u63a8\u9032\u3002\u66f4\u4fbf\u5b9c\u3001\u53ef\u9810\u6e2c\u7684\u96fb\u529b\u964d\u4f4e\u4e86\u6a21\u578b\u8a13\u7df4\u8207\u63a8\u7406\u7684\u7e3d\u6210\u672c\u3002\u518d\u52a0\u4e0a\u9f90\u5927\u7684\u884c\u52d5\u7528\u6236\u57fa\u6578\u8207\u88fd\u9020\u6df1\u5ea6\uff0c\u5c31\u5f62\u6210\u4e86\u4e00\u689d\u96e3\u4ee5\u8907\u88fd\u7684\u7aef\u5230\u7aef AI \u7d93\u6fdf\u3002\u9019\u4e5f\u662f\u70ba\u4f55\u9ec3\u4ec1\u52f3\u95dc\u65bc\u80fd\u6e90\u6210\u672c\u8207\u897f\u65b9\u76e3\u7ba1\u62d6\u7d2f\u7684\u8a55\u8ad6\u5f15\u8d77\u5171\u9cf4\u3002\u9019\u4e0d\u662f\u653f\u7b56\u53e3\u865f\uff0c\u800c\u662f\u55ae\u4f4d\u7d93\u6fdf\u8207\u901f\u5ea6\u7684\u554f\u984c\u3002<\/p>\n

\u73fe\u5728\u503c\u5f97\u95dc\u6ce8\u7684 10 \u6a94\u4e2d\u570b AI \u8207 EV \u80a1\u7968<\/h3>\n

1) Baidu (BIDU)\uff1aERNIE \u7684\u5feb\u901f\u8fed\u4ee3\u8207 Apollo \u7684 robotaxi \u6280\u8853\u68e7\uff0c\u8b93 Baidu \u64c1\u6709\u4e2d\u570b\u6700\u5b8c\u6574\u7684\u5168\u68e7 AI\uff1b\u8def\u900f\u5831\u5c0e\u516c\u53f8\u8a08\u5283\u5728\u8d0f\u5f97\u4e3b\u8981\u57ce\u5e02\u7684\u7121\u4eba\u99d5\u99db\u8f09\u5ba2\u8a31\u53ef\u5f8c\uff0c\u5c07 robotaxi \u63a8\u51fa\u5927\u9678\u4ee5\u5916\u5e02\u5834\uff0c\u9019\u662f\u4e00\u500b\u8868\u660e\u53ef\u8f38\u51fa\u81ea\u52d5\u99d5\u99db\u80fd\u529b\u7684\u91cd\u8981\u91cc\u7a0b\u7891\u3002<\/p>\n

2) Tencent (0700.HK, TCEHY)\uff1a\u6df7\u5143\uff08Hunyuan\uff09\u9a45\u52d5\u5167\u5bb9\u3001\u5ee3\u544a\u8207\u9762\u5411\u4f01\u696d\u7684\u5de5\u5177\uff0c\u8986\u84cb WeChat \u8d85\u904e\u5341\u5104\u7684\u7528\u6236\u751f\u614b\uff1b\u6191\u85c9\u7121\u8207\u502b\u6bd4\u7684\u5206\u767c\u8207\u6578\u64da\uff0c\u5206\u6790\u5e2b\u5c07 Tencent \u8996\u70ba\u4e2d\u570b\u6d88\u8cbb\u4e92\u806f\u7db2\u4e2d\u61c9\u7528\u578b AI \u7684\u95dc\u9375\u8b8a\u73fe\u8005\u3002<\/p>\n

3) Alibaba (9988.HK, BABA)\uff1a\u901a\u7fa9\uff08Tongyi\uff09\u6a21\u578b\u5df2\u5d4c\u5165\u91d8\u91d8\u8207 Alibaba Cloud\uff0c\u516c\u53f8\u570b\u5167\u96f2\u4ecd\u662f\u8a31\u591a\u4f01\u696d\u7684\u9996\u9078 AI \u57fa\u790e\u8a2d\u65bd\uff1b\u5176\u5168\u7403\u5f71\u97ff\u4f86\u81ea Alibaba Cloud \u5728\u6771\u5357\u4e9e\u64f4\u5f35\u7684\u8db3\u8de1\uff0c\u8a72\u5730\u5340\u662f\u4e3b\u8981\u7684\u975e\u7f8e\u570b\u8d85\u5927\u898f\u6a21\u96f2\u670d\u52d9\u4f9b\u61c9\u8005\u3002<\/p>\n

4) PDD Holdings (PDD)\uff1aTemu \u7684 AI \u9a45\u52d5\u5546\u54c1\u63a8\u85a6\u8207\u5c65\u7d04\u6b63\u5728\u91cd\u8a2d\u5317\u7f8e\u8207\u6b50\u6d32\u7684\u5168\u7403\u96fb\u5546\u50f9\u683c\u9ede\uff1b\u6301\u7e8c\u7684\u5e02\u5360\u7387\u63d0\u5347\u986f\u793a\u4e2d\u570b\u8a13\u7df4\u7684\u63a8\u85a6\u7cfb\u7d71\u6b63\u4ee5\u898f\u6a21\u51fa\u53e3\u3002<\/p>\n

5) Xiaomi (1810.HK)\uff1aHyperOS \u555f\u7528\u8de8\u624b\u6a5f\u3001\u7a7f\u6234\u8207\u5bb6\u5ead IoT \u7684\u88dd\u7f6e\u7aef AI\uff0c\u516c\u53f8\u9032\u8ecd EV \u8207 AI \u773c\u93e1\uff0c\u5c07\u908a\u7de3 AI \u64f4\u5c55\u5230\u79fb\u52d5\u9818\u57df\uff1b\u91cd\u8981\u91cc\u7a0b\u7891\u662f\u51fa\u8ca8\u4e00\u500b\u7d71\u4e00\u7684\u8edf\u9ad4\u5c64\uff0c\u5c07\u6578\u5104\u500b\u8a2d\u5099\u7d81\u5b9a\u5230\u540c\u4e00\u63a8\u7406\u4f48\u5c40\u3002<\/p>\n

6) BYD (1211.HK, BYDDY)\uff1a\u6191\u85c9\u5200\u7247\u96fb\u6c60\u8207\u5782\u76f4\u6574\u5408\uff0cBYD \u5728\u5b63\u5ea6 BEV \u92b7\u91cf\u4e0a\u8d85\u904e Tesla\uff0c\u4e14\u76ee\u524d\u6b63\u5728\u5411\u6771\u5357\u4e9e\u5230\u62c9\u4e01\u7f8e\u6d32\u6578\u5341\u500b\u5e02\u5834\u51fa\u53e3\uff1b\u5176\u5168\u7403\u5e03\u5c40\u6b63\u5728\u628a\u4e2d\u570b\u5728\u96fb\u6c60\u9818\u57df\u7684\u9818\u5c0e\u5730\u4f4d\u8f49\u5316\u70ba\u96fb\u52d5\u8eca\u5e02\u5360\u3002<\/p>\n

7) NIO (NIO)\uff1a\u8d85\u904e 2,000 \u500b\u63db\u96fb\u7ad9\u7684\u7db2\u7d61\u8207\u6301\u7e8c\u7684\u7e8c\u822a\u5275\u65b0\uff0c\u8b93 NIO \u6210\u70ba\u300c\u80fd\u6e90\u5373\u670d\u52d9\u300d\u7684\u53c3\u8003\u6848\u4f8b\uff1b150 kWh \u96fb\u6c60\u5305\u7684\u8a66\u9ede\u8207\u5728\u6b50\u6d32\u7684\u63db\u96fb\u90e8\u7f72\uff0c\u986f\u793a\u51fa\u53ef\u5dee\u7570\u5316\u4e26\u5177\u53ef\u79fb\u690d\u6027\u7684\u5546\u696d\u6a21\u5f0f\u3002<\/p>\n

8) CATL (300750.SZ)\uff1a\u7d04\u4f54\u5168\u7403 EV \u96fb\u6c60\u5e02\u5834\u4e09\u5206\u4e4b\u4e00\uff0cCATL \u6b63\u5728\u5927\u898f\u6a21\u751f\u7522\u5feb\u5145 LFP \u4e26\u63a8\u52d5\u9209\u96e2\u5b50\u5546\u7528\u5316\uff1b\u5176\u96fb\u7db2\u5132\u80fd\u7ba1\u7dda\u964d\u4f4e AI \u6578\u64da\u4e2d\u5fc3\u7684\u96fb\u529b\u6210\u672c\u4e26\u5e73\u6ed1\u518d\u751f\u80fd\u6e90\u6574\u5408\uff0c\u5177\u50ac\u5316\u6027\u7684\u5168\u7403\u5f71\u97ff\u3002<\/p>\n

9) SMIC (0981.HK)\uff1a\u4e2d\u570b\u9802\u7d1a\u6676\u5713\u4ee3\u5de5\u5ee0\u6b63\u5728\u64f4\u6210\u719f\u88fd\u7a0b\u7522\u80fd\uff0c\u540c\u6642\u63a8\u52d5 7 nm \u7d1a\u5225\u7684\u570b\u7522 SoC \u7528\u65bc\u9818\u5148\u667a\u6167\u624b\u6a5f\uff1b\u6bcf\u4e00\u6b21\u7522\u80fd\u589e\u9577\u90fd\u5728\u6e1b\u5c11\u5c0d\u5916\u570b\u6676\u5713\u5ee0\u7684\u4f9d\u8cf4\uff0c\u4e26\u978f\u56fa\u672c\u5730 AI \u77fd\u57fa\u8def\u7dda\u5716\u3002<\/p>\n

10) SenseTime (0020.HK)\uff1aSenseNova \u751f\u6210\u529f\u80fd\u5957\u4ef6\u5df2\u5728\u91d1\u878d\u3001\u96f6\u552e\u8207\u57ce\u5e02\u61c9\u7528\u5e02\u5834\u4e0a\u7dda\uff1b\u5118\u7ba1\u53d7\u5230\u5236\u88c1\uff0c\u6a21\u578b\u5347\u7d1a\u8207\u5ba2\u6236\u52dd\u51fa\u986f\u793a\u51fa\u5c0d\u672c\u571f AI \u7684\u97cc\u6027\u9700\u6c42\u3002<\/p>\n

\u6676\u7247\u8207\u904b\u7b97\u5c07\u5feb\u901f\u5728\u5730\u5316<\/h3>\n

Nvidia \u5c1a\u672a\u70ba\u5176\u6700\u5148\u9032\u7684\u6676\u7247\u5411\u4e2d\u570b\u7533\u8acb\u51fa\u53e3\u8a31\u53ef\uff0c\u4e26\u8868\u793a\u5317\u4eac\u7684\u7acb\u5834\u5df2\u5c07\u5176\u6392\u9664\u5728\u5916\u3002\u5373\u4fbf Blackwell \u505c\u7559\u5728\u7f8e\u570b\uff0c\u65b9\u5411\u4e5f\u5f88\u6e05\u695a\uff1a\u4e2d\u570b\u7684\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u696d\u8005\u5c07\u4f9d\u8cf4\u570b\u7522\u8a2d\u8a08\u7684\u52a0\u901f\u5668\u3001\u512a\u5316\u8edf\u9ad4\uff0c\u4ee5\u53ca\u7528\u7d50\u69cb\u5316\u9ad8\u6548\u66ff\u4ee3\u53c3\u6578\u81a8\u8139\u7684\u6a21\u578b\u67b6\u69cb\u3002\u83ef\u70ba\u7684 Ascend \u751f\u614b\u3001Baidu \u7684 Kunlun\u3001\u5bd2\u6b66\u7d00\uff08Cambricon\uff09\u8a2d\u8a08\u8207\u4e00\u6ce2\u4ee5\u63a8\u7406\u70ba\u4e3b\u7684\u5275\u696d\u516c\u53f8\u4e26\u975e\u7406\u8ad6\u4e0a\u7684\u5b58\u5728\uff0c\u5b83\u5011\u6b63\u9032\u5165\u63a1\u8cfc\u9031\u671f\u3002\u904a\u6232\u624b\u518a\u8207\u4e2d\u570b\u5728\u592a\u967d\u80fd\u6a21\u7d44\u30015G \u8a2d\u5099\u8207 EV \u96fb\u6c60\u4e0a\u63a1\u53d6\u7684\u7b56\u7565\u76f8\u540c\uff1a\u58d3\u7e2e\u6210\u672c\u66f2\u7dda\u3001\u64f4\u5927\u88fd\u9020\u3001\u7e31\u5411\u6574\u5408\u3002\u6295\u8cc7\u8005\u61c9\u9810\u671f\u66f4\u591a\u570b\u7522 GPU \u66ff\u4ee3\u65b9\u6848\u3001\u66f4\u5feb\u63a1\u7528\u7a00\u758f\u5316\u8207\u91cf\u5316\u6280\u8853\uff0c\u4ee5\u53ca\u5927\u91cf\u8a13\u7df4\u5de5\u4f5c\u79fb\u5f80\u8207\u518d\u751f\u80fd\u6e90\u5bb9\u91cf\u76f8\u7b26\u7684\u4f4e\u6210\u672c\u5340\u57df\u3002<\/p>\n

\u80fd\u6e90\u3001\u57fa\u790e\u8a2d\u65bd\u8207\u6210\u672c\u66f2\u7dda\u512a\u52e2<\/h3>\n

AI \u672c\u8eab\u5df2\u7d93\u662f\u4e00\u500b\u80fd\u6e90\u8b70\u984c\u3002\u4e2d\u570b\u6b63\u5728\u4ee5\u5275\u7d00\u9304\u7684\u901f\u5ea6\u589e\u52a0\u518d\u751f\u80fd\u6e90\u5bb9\u91cf\uff0c\u50cf\u56db\u5ddd\u8207\u96f2\u5357\u7b49\u7701\u63d0\u4f9b\u8c50\u5bcc\u7684\u6c34\u96fb\uff0c\u8207 AI \u8a08\u7b97\u5712\u5340\u76f8\u5339\u914d\u3002\u5132\u80fd\u662f\u6a4b\u6a11\uff0c\u4e2d\u570b\u4f01\u696d\u4e3b\u5c0e\u4f9b\u61c9\u93c8\uff0c\u65e2\u4f9b\u61c9 EV \u4e5f\u4f9b\u61c9\u6578\u64da\u4e2d\u5fc3\u3002\u96a8\u8457\u96fb\u6c60\u6210\u672c\u4e0b\u964d\u8207\u5faa\u74b0\u58fd\u547d\u6539\u5584\uff0c\u540c\u5740\u5132\u80fd\u5c07\u4f7f\u4e2d\u570b\u6578\u64da\u4e2d\u5fc3\u5728\u61c9\u5c0d\u5cf0\u503c\u96fb\u50f9\u8207\u96fb\u7db2\u9650\u5236\u6642\u66f4\u5177\u97cc\u6027\u3002\u518d\u52a0\u4e0a\u66f4\u4fbf\u5b9c\u7684\u5efa\u9020\u6210\u672c\u8207\u66f4\u5feb\u7684\u5be9\u6279\u6d41\u7a0b\uff0c\u6bcf\u55ae\u4f4d\u8a13\u7df4 token \u7684\u5168\u6210\u672c\u6703\u4e0b\u964d\u3002\u9019\u4e5f\u662f\u904e\u53bb\u628a AI \u8207\u80fd\u6e90\u8996\u70ba\u5206\u96e2\u9818\u57df\u7684\u5168\u7403\u57fa\u91d1\u5982\u4eca\u5728\u5c0d\u4e2d\u570b\u66dd\u96aa\u6642\uff0c\u958b\u59cb\u5c07\u5169\u8005\u4e00\u4f75\u627f\u4fdd\u7684\u539f\u56e0\u3002\u4e00\u65e6\u8cc7\u672c\u652f\u51fa\u98db\u8f2a\u958b\u59cb\u65cb\u8f49\uff0c\u5c31\u5f88\u96e3\u505c\u4e0b\u4f86\u3002<\/p>\n

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\u98a8\u96aa\u662f\u771f\u5be6\u5b58\u5728\uff0c\u4f46\u7de9\u885d\u66f4\u5927<\/h3>\n

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