{"id":605526,"date":"2025-11-23T17:34:10","date_gmt":"2025-11-24T01:34:10","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/11\/wall-street-bets-on-ai-amd-and-meta-positioned-for-2026-growth\/"},"modified":"2025-11-23T17:34:41","modified_gmt":"2025-11-24T01:34:41","slug":"%e4%bd%88%e5%b1%802026%e5%b9%b4%ef%bc%9a%e8%8f%af%e7%88%be%e8%a1%97%e5%8a%9b%e8%96%a6%e5%85%a9%e9%9a%bbai%e6%a6%82%e5%bf%b5%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/11\/%e4%bd%88%e5%b1%802026%e5%b9%b4%ef%bc%9a%e8%8f%af%e7%88%be%e8%a1%97%e5%8a%9b%e8%96%a6%e5%85%a9%e9%9a%bbai%e6%a6%82%e5%bf%b5%e8%82%a1\/","title":{"rendered":"\u4f48\u5c402026\u5e74\uff1a\u83ef\u723e\u8857\u529b\u85a6\u5169\u96bbAI\u6982\u5ff5\u80a1"},"content":{"rendered":"

\u8fd1\u671f\uff0c\u79d1\u6280\u80a1\u4ea4\u6613\u6ce2\u52d5\u52a0\u5287\uff0c\u4f46\u884c\u696d\u9f8d\u982d\u516c\u53f8\u7684\u9577\u671f\u524d\u666f\u4f9d\u7136\u88ab\u770b\u597d\uff0c\u70ba\u6295\u8cc7\u8005\u63d0\u4f9b\u4e86\u53ef\u89c0\u7684\u56de\u5831\u6f5b\u529b\u3002\u904e\u53bb\u4e94\u5e74\uff0c\u4ee5\u79d1\u6280\u80a1\u70ba\u4e3b\u7684\u7d0d\u65af\u9054\u514b\u7d9c\u5408\u6307\u6578\u7d2f\u8a08\u4e0a\u6f3290%\uff0c\u8868\u73fe\u986f\u8457\u512a\u65bc\u6a19\u666e500\u6307\u6578\u548c\u9053\u74ca\u65af\u5de5\u696d\u5e73\u5747\u6307\u6578\u3002\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u6280\u8853\u662f\u63a8\u52d5\u5927\u578b\u79d1\u6280\u516c\u53f8\u589e\u9577\u7684\u95dc\u9375\u50ac\u5316\u5291\uff0c\u4e14\u9019\u4e00\u8da8\u52e2\u65b9\u8208\u672a\u827e\u3002<\/p>\n

\u4ee5\u4e0b\u662f\u5169\u96bb\u503c\u5f97\u95dc\u6ce8\u7684AI\u6982\u5ff5\u80a1\uff0c\u6709\u671b\u5f9e\u9019\u5834\u6280\u8853\u9769\u547d\u4e2d\u6301\u7e8c\u53d7\u76ca\u3002<\/p>\n

1. Advanced Micro Devices (AMD)<\/strong><\/a><\/h2>\n

\u5728AI\u9081\u5411\u8d85\u8d8a\u4eba\u985e\u667a\u80fd\u7684\u9032\u7a0b\u4e2d\uff0c\u9818\u5148\u7684\u79d1\u6280\u516c\u53f8\u5c07\u6301\u7e8c\u6295\u5165\u5148\u9032\u8a08\u7b97\u786c\u4ef6\u3002AMD\u6b63\u662f\u9019\u4e00\u9818\u57df\u7684\u6838\u5fc3\u53c3\u8207\u8005\u3002\u5118\u7ba1\u524d\u5e7e\u5e74\u589e\u9577\u4e00\u5ea6\u653e\u7de9\uff0c\u4f46\u516c\u53f8\u5728AI\u82af\u7247\u5e02\u5834\u7684\u8ffd\u8d95\u6230\u7565\u5df2\u521d\u898b\u6210\u6548\u3002<\/p>\n

\u7b2c\u4e09\u5b63\u5ea6\u8ca1\u5831\u986f\u793a\uff0cAMD\u71df\u6536\u540c\u6bd4\u589e\u957736%\uff0c\u905492\u5104\u7f8e\u5143\uff1b\u8abf\u6574\u5f8c\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957730%\uff0c\u81ea\u7531\u73fe\u91d1\u6d41\u5275\u4e0b\u7d00\u9304\uff0c\u8868\u660e\u767c\u751f\u696d\u52d9\u6b63\u5be6\u73fe\u898f\u6a21\u5316\u76c8\u5229\u589e\u9577\u3002\u9019\u4e00\u52a0\u901f\u589e\u9577\u5f97\u76ca\u65bc\u8a72\u516c\u53f8\u82af\u7247\u5728\u6027\u50f9\u6bd4\u4e0a\u7684\u512a\u52e2\uff1a\u7b2c\u4e94\u4ee3Epyc\u670d\u52d9\u5668CPU\u6b63\u4e0d\u65b7\u5f9e\u82f1\u7279\u723e\u624b\u4e2d\u596a\u53d6\u5e02\u5834\u4efd\u984d\uff0c\u800cMI300\u7cfb\u5217GPU\u5247\u56e0\u5728AI\u63a8\u7406\u4efb\u52d9\u4e2d\u7684\u9ad8\u6548\u8868\u73fe\u53d7\u5230\u5e02\u5834\u9752\u775e\u3002<\/p>\n

\u5c55\u671b\u672a\u4f86\uff0c\u9810\u8a08\u4e8e\u660e\u5e74\u63a8\u51fa\u7684MI450 GPU\u6709\u671b\u63a8\u52d5\u71df\u6536\u5275\u65b0\u9ad8\u3002OpenAI\u8a08\u5283\u57282026\u5e74\u4e0b\u534a\u5e74\u5927\u898f\u6a21\u63a1\u8cfcMI450\u96c6\u7fa4\uff0c\u9019\u4e00\u9577\u671f\u5354\u8b70\u5c07\u4f7fAMD\u6210\u70ba\u9019\u5bb6ChatGPT\u6bcd\u516c\u53f8\u7684\u91cd\u8981\u6230\u7565\u5925\u4f34\u3002\u5206\u6790\u5e2b\u9810\u6e2c\uff0c\u52302029\u5e74\uff0cAMD\u5e74\u5316\u81ea\u7531\u73fe\u91d1\u6d41\u589e\u901f\u5c07\u905466%\uff0c\u56e0\u6b64\u80a1\u50f9\u8fd1\u671f\u5275\u65b0\u9ad8\u5f8c\u4ecd\u6709\u4e0a\u884c\u7a7a\u9593\u3002<\/p>\n

2. Meta Platforms (META)<\/a><\/h2>\n

Meta Platforms\u6bcf\u65e5\u670d\u52d9\u8d85\u904e35\u5104\u7528\u6236\uff0c\u50c5Instagram\u7684\u65e5\u6d3b\u7528\u6236\u5c31\u5df2\u7a81\u783430\u5104\u3002\u901a\u904e\u6df1\u5ea6\u6574\u5408AI\u6280\u8853\uff0cMeta\u6b63\u4e0d\u65b7\u63d0\u5347\u670d\u52d9\u7684\u76c8\u5229\u80fd\u529b\u548c\u7528\u6236\u7c98\u6027\u3002\u516c\u53f8\u6191\u85c9\u96c4\u539a\u8cc7\u6e90\u64f4\u5c55\u6578\u64da\u4e2d\u5fc3\u898f\u6a21\uff0c\u570d\u7e5e\u6280\u8853\u57fa\u790e\u8a2d\u65bd\u69cb\u5efa\u8d77\u5f37\u5927\u7684\u7af6\u722d\u512a\u52e2\u3002<\/p>\n

\u7b2c\u4e09\u5b63\u5ea6\uff0cMeta\u71df\u6536\u540c\u6bd4\u589e\u957726%\uff0c\u5ee3\u544a\u696d\u52d9\u904e\u53bb12\u500b\u6708\u7684\u904b\u71df\u5229\u6f64\u7387\u905443%\uff0c\u4e26\u8ca2\u737b\u4e86440\u5104\u7f8e\u5143\u7684\u81ea\u7531\u73fe\u91d1\u6d41\u3002AI\u9a45\u52d5\u7684\u5ee3\u544a\u5de5\u5177\u5e74\u6536\u5165\u5df2\u8d85\u904e600\u5104\u7f8e\u5143\uff0c\u7d04\u5360\u516c\u53f8\u7e3d\u71df\u6536\u7684\u4e09\u5206\u4e4b\u4e00\u3002\u5118\u7ba1\u8ca1\u5831\u5f8c\u80a1\u50f9\u56de\u8abf20%\uff0c\u4e3b\u56e0\u662f\u672a\u4f86\u4e00\u5e74\u7684\u8cc7\u672c\u652f\u51fa\u52a0\u901f\u8a08\u5283\u53ef\u80fd\u77ed\u671f\u64e0\u58d3\u5229\u6f64\u7a7a\u9593\uff0c\u4f46\u9019\u4e9b\u6295\u5165\u5c07\u986f\u8457\u589e\u5f37AI\u80fd\u529b\uff0c\u70ba\u672a\u4f86\u76c8\u5229\u589e\u9577\u958b\u95e2\u65b0\u8def\u5f91\u3002<\/p>\n

\u7576\u524dMeta\u80a1\u7968\u7684\u52d5\u614b\u5e02\u76c8\u7387\uff082026\u5e74\u9810\u671f\u6536\u76ca\uff09\u50c520\u500d\uff0c\u5c0d\u65bc\u4e00\u5bb6\u79d1\u6280\u5de8\u982d\u800c\u8a00\uff0c\u9019\u4e00\u4f30\u503c\u5177\u5099\u5438\u5f15\u529b\u3002<\/p>\n

\u7e3d\u7d50<\/h2>\n

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