{"id":604178,"date":"2025-11-16T23:44:48","date_gmt":"2025-11-17T07:44:48","guid":{"rendered":"https:\/\/nai500.com\/?p=604178"},"modified":"2025-11-16T23:44:48","modified_gmt":"2025-11-17T07:44:48","slug":"%e7%9e%84%e6%ba%962026%ef%bc%9a%e6%ac%8a%e5%a8%81%e6%a9%9f%e6%a7%8b%e8%a9%95%e5%87%ba%e5%85%ad%e5%a4%a7%e7%a7%91%e6%8a%80%e9%87%91%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/11\/%e7%9e%84%e6%ba%962026%ef%bc%9a%e6%ac%8a%e5%a8%81%e6%a9%9f%e6%a7%8b%e8%a9%95%e5%87%ba%e5%85%ad%e5%a4%a7%e7%a7%91%e6%8a%80%e9%87%91%e8%82%a1\/","title":{"rendered":"\u7784\u6e962026\uff1a\u6b0a\u5a01\u6a5f\u69cb\u8a55\u51fa\u516d\u5927\u79d1\u6280\u91d1\u80a1"},"content":{"rendered":"

\u5118\u7ba1\u9762\u81e8\u8cbf\u6613\u653f\u7b56\u4e0d\u78ba\u5b9a\u6027\u3001\u901a\u8139\u58d3\u529b\u53ca\u4eba\u5de5\u667a\u80fd\u6295\u8cc7\u9ad8\u6210\u672c\u7b49\u6311\u6230\uff0c\u79d1\u6280\u677f\u584a\u4f9d\u7136\u662f\u8fd1\u5e74\u4f86\u63a8\u52d5\u7f8e\u80a1\u5c62\u5275\u65b0\u9ad8\u7684\u6838\u5fc3\u52d5\u529b\u30022020\u5e74\u4ee5\u4f86\uff0cTechnology Select Sector SPDR ETF\uff08XLK\uff09\u6301\u7e8c\u8dd1\u8d0f\u6a19\u666e500\u6307\u6578\u3002\u6b77\u53f2\u6578\u64da\u986f\u793a\uff0c\u904e\u53bb\u5341\u591a\u5e74\uff0c\u79d1\u6280\u80a1\u7684\u77ed\u671f\u56de\u8abf\u5f80\u5f80\u6210\u70ba\u9577\u671f\u4f48\u5c40\u826f\u6a5f\uff0c\u9019\u4e00\u8da8\u52e2\u9810\u8a08\u5728\u672a\u4f86\u6578\u5e74\u4ecd\u5c07\u5ef6\u7e8c\u3002<\/p>\n

\u5728\u6b64\u80cc\u666f\u4e0b\uff0c\u7cbe\u9078\u500b\u80a1\u6210\u70ba\u6295\u8cc7\u95dc\u9375\u3002CFRA\u8fd1\u671f\u767c\u4f48\u4e86\u516d\u96bb\u63a8\u85a6\u8cb7\u5165\u7684\u79d1\u6280\u80a1\uff0c\u8a8d\u70ba\u5b83\u5011\u5177\u5099\u6301\u7e8c\u589e\u9577\u6f5b\u529b\uff1a<\/p>\n

1. \u82f1\u5049\u9054\uff08<\/strong>NVDA<\/strong>\uff09<\/strong><\/a><\/h2>\n

\u4f5c\u70ba\u9ad8\u7aef\u5716\u5f62\u8207\u8996\u983b\u8655\u7406\u82af\u7247\u9f8d\u982d\uff0c\u82f1\u5049\u9054\u7522\u54c1\u5ee3\u6cdb\u61c9\u7528\u65bc\u904a\u6232\u96fb\u8166\u3001\u5de5\u4f5c\u7ad9\u53caAI\u8a08\u7b97\u670d\u52d9\u5668\u3002\u8a72\u80a1\u662f\u904e\u53bb30\u5e74\u5168\u5e02\u5834\u8868\u73fe\u7b2c\u4e8c\u4f73\u7684\u80a1\u7968\uff0c2023\u5e74\u521d\u4ee5\u4f86\u7e3d\u56de\u5831\u8d85\u904e1190%\u3002\u5206\u6790\u5e2bAngelo Zino\u6307\u51fa\uff0c\u516c\u53f8\u5728\u908a\u7de3\u8a2d\u5099\u6ef2\u900f\u7387\u3001AI\u6280\u8853\u4f48\u5c40\u3001\u53ef\u89f8\u9054\u5e02\u5834\u64f4\u5f35\u53ca\u8edf\u4ef6\u696d\u52d9\u589e\u9577\u65b9\u9762\u7684\u512a\u52e2\uff0c\u9810\u793a\u5176\u80a1\u50f9\u4ecd\u6709\u4e0a\u884c\u7a7a\u9593\u3002CFRA\u7d66\u4e88\u201c\u5f37\u529b\u8cb7\u5165\u201d\u8a55\u7d1a\uff0c\u76ee\u6a19\u50f9270\u7f8e\u5143\uff0811\u670812\u65e5\u6536\u76e4\u50f9193.80\u7f8e\u5143\uff09\u3002<\/p>\n

2. \u7f8e\u5149\u79d1\u6280\uff08<\/strong>MU<\/strong>\uff09<\/strong><\/a><\/h2>\n

\u9019\u5bb6\u5b58\u5132\u82af\u7247\u5de8\u982d\u5c08\u6ce8DRAM\u548cNAND\u9583\u5b58\u7522\u54c1\u3002Zino\u8a8d\u70ba\uff0c\u5167\u5b58\u9700\u6c42\u5c07\u6301\u7e8c\u589e\u9577\u81f32027\u5e74\uff0c\u800cAI\u767c\u5c55\u63a8\u9ad8\u4e86\u9ad8\u5e36\u5bec\u5167\u5b58\u7b49\u9ad8\u7aef\u7522\u54c1\u7684\u4f9b\u61c9\u58d3\u529b\u3002\u76ee\u524d\u6578\u64da\u4e2d\u5fc3\u696d\u52d9\u8ca2\u737b\u7f8e\u5149\u7d0456%\u71df\u6536\uff0c\u6bdb\u5229\u7387\u9ad8\u905452%\u3002CFRA\u7d66\u4e88\u201c\u8cb7\u5165\u201d\u8a55\u7d1a\uff0c\u76ee\u6a19\u50f9200\u7f8e\u5143\uff0811\u670812\u65e5\u6536\u76e4\u50f9244.90\u7f8e\u5143\uff09\u3002<\/p>\n

3. Palantir<\/strong>\uff08<\/strong>PLTR<\/strong>\uff09<\/strong><\/a><\/h2>\n

\u9019\u5bb6\u5927\u6578\u64da\u516c\u53f8\u901a\u904e\u6a5f\u5668\u5b78\u7fd2\u8207AI\u6280\u8853\u69cb\u5efa\u6578\u64da\u5206\u6790\u5e73\u81fa\u3002\u904e\u53bb\u4e09\u5e74\u80a1\u50f9\u66b4\u6f322140%\uff0c\u4f46108.8\u500d\u7684\u5e02\u92b7\u7387\u4e5f\u51a0\u7d55\u6a19\u666e500\u6307\u6578\uff0c\u5f15\u767c\u4f30\u503c\u64d4\u6182\u3002\u5206\u6790\u5e2bJanice Quek\u5247\u8a8d\u70ba\uff0c\u7f8e\u570b\u653f\u5e9c\u5408\u540c\u7684\u6301\u7e8c\u843d\u5730\u53ca\u589e\u9577\u52a0\u901f\u5c07\u652f\u6490\u80a1\u50f9\u8868\u73fe\u3002CFRA\u7d66\u4e88\u201c\u8cb7\u5165\u201d\u8a55\u7d1a\uff0c\u76ee\u6a19\u50f9231\u7f8e\u5143\uff0811\u670812\u65e5\u6536\u76e4\u50f9184.17\u7f8e\u5143\uff09\u3002<\/p>\n

4. \u5fae\u8edf\uff08<\/strong>MSFT<\/strong>\uff09<\/strong><\/a><\/h2>\n

\u5168\u7403\u6700\u5927\u8edf\u4ef6\u516c\u53f8\u6b63\u5f9e\u57fa\u790e\u8a2d\u65bd\u5230Copilot\u7b49\u61c9\u7528\u5c64\u9762\u5168\u9762\u6295\u5165AI\u5275\u65b0\u3002Zino\u5f37\u8abf\uff0c\u5fae\u8edf\u5728\u96f2\u670d\u52d9\u3001\u667a\u80fd\u9ad4AI\u3001\u641c\u7d22\u5f15\u64ce\u7b49\u9818\u57df\u7684\u8b8a\u73fe\u6f5b\u529b\u5de8\u5927\uff0c\u5c0dOpenAI\u7684\u6301\u80a1\u4f30\u503c\u66f4\u9810\u793a\u9577\u671f\u50f9\u503c\u3002CFRA\u7d66\u4e88\u201c\u5f37\u529b\u8cb7\u5165\u201d\u8a55\u7d1a\uff0c\u76ee\u6a19\u50f9620\u7f8e\u5143\uff0811\u670812\u65e5\u6536\u76e4\u50f9511.14\u7f8e\u5143\uff09\u3002<\/p>\n

5. \u860b\u679c\uff08<\/strong>AAPL<\/strong>\uff09<\/strong><\/a><\/h2>\n

\u9664\u786c\u4ef6\u7522\u54c1\u5916\uff0c\u516c\u53f8\u7684\u670d\u52d9\u696d\u52d9\u5305\u542bApp Store\u3001Apple Music\u7b49\u591a\u5143\u696d\u614b\u3002Zino\u770b\u597d\u5176\u8a2d\u5099\u7aefAI\u529f\u80fd\u6574\u5408\uff0c\u5229\u6f64\u7387\u6539\u5584\uff0c\u5168\u7403\u751f\u614b\u7cfb\u7d71\u53ca\u5e02\u5834\u64f4\u5f35\u80fd\u529b\uff0c\u7d50\u5408\u7a69\u5b9a\u7684\u81ea\u7531\u73fe\u91d1\u6d41\u8207\u56de\u8cfc\u8a08\u5283\uff0c\u9577\u671f\u6295\u8cc7\u50f9\u503c\u986f\u8457\u3002CFRA\u7d66\u4e88\u201c\u8cb7\u5165\u201d\u8a55\u7d1a\uff0c\u76ee\u6a19\u50f9310\u7f8e\u5143\uff0811\u670812\u65e5\u6536\u76e4\u50f9273.47\u7f8e\u5143\uff09\u3002<\/p>\n

6. \u7532\u9aa8\u6587\uff08ORCL\uff09<\/h2>\n

\u4f5c\u70ba\u4f01\u696d\u8edf\u4ef6\u8207\u96f2\u670d\u52d9\u5de8\u982d\uff0c\u7532\u9aa8\u6587\u4fdd\u6301\u7a69\u5b9a\u589e\u9577\u8207\u76c8\u5229\uff0c\u4e26\u5c07\u8d85\u984d\u6536\u5165\u7528\u65bc\u56de\u8cfc\u548c\u5206\u7d05\uff08\u80a1\u606f\u73870.7%\uff09\u3002Zino\u6307\u51fa\uff0c\u667a\u80fd\u9ad4AI\u61c9\u7528\u5c07\u63a8\u52d5\u8a72\u516c\u53f8IaaS\u548cSaaS\u696d\u52d9\u589e\u9577\uff0c\u9810\u8a08\u52302030\u5e74\u57fa\u790e\u8a2d\u65bd\u696d\u52d9\u5360\u6bd4\u5c07\u8d85\u7e3d\u71df\u6536\u4e09\u5206\u4e4b\u4e8c\u3002CFRA\u7d66\u4e88\u201c\u8cb7\u5165\u201d\u8a55\u7d1a\uff0c\u76ee\u6a19\u50f9350\u7f8e\u5143\uff0811\u670812\u65e5\u6536\u76e4\u50f9226.99\u7f8e\u5143\uff09\u3002<\/p>\n

\u5206\u6790\u5e2b\u5f37\u8abf\uff0c\u5728\u79d1\u6280\u884c\u696d\u7d50\u69cb\u6027\u589e\u9577\u80cc\u666f\u4e0b\uff0c\u9019\u4e9b\u64c1\u6709\u6280\u8853\u58c1\u58d8\u8207\u660e\u78ba\u589e\u9577\u8def\u5f91\u7684\u516c\u53f8\uff0c\u6709\u671b\u57282026\u5e74\u524d\u6301\u7e8c\u5275\u9020\u8d85\u984d\u6536\u76ca\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u5118\u7ba1\u9762\u81e8\u8cbf\u6613\u653f\u7b56\u4e0d\u78ba\u5b9a\u6027\u3001\u901a\u8139\u58d3\u529b\u53ca\u4eba\u5de5\u667a\u80fd\u6295\u8cc7\u9ad8\u6210\u672c\u7b49\u6311\u6230\uff0c\u79d1\u6280\u677f\u584a\u4f9d\u7136\u662f\u8fd1\u5e74\u4f86\u63a8\u52d5\u7f8e\u80a1\u5c62\u5275\u65b0\u9ad8\u7684\u6838\u5fc3\u52d5\u529b\u3002 […]<\/p>\n","protected":false},"author":27,"featured_media":481275,"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":[675,2174,2156,1677],"class_list":["post-604178","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","tag--zh-hant","tag-2174","tag-2156","tag-technology-zh-hant","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\/604178","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=604178"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/604178\/revisions"}],"predecessor-version":[{"id":604181,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/604178\/revisions\/604181"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/481275"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=604178"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=604178"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=604178"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}