{"id":605912,"date":"2025-11-25T05:09:54","date_gmt":"2025-11-25T13:09:54","guid":{"rendered":"https:\/\/nai500.com\/?p=605912"},"modified":"2025-11-25T05:09:54","modified_gmt":"2025-11-25T13:09:54","slug":"10-ai","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/11\/10-ai\/","title":{"rendered":"10 \u6a94\u53d7\u60e0\u65bc\u963f\u91cc\u5df4\u5df4 AI \u96f2\u7aef\u4e0a\u63da\u7684\u4e2d\u570b\u80a1\u7968"},"content":{"rendered":"

\u963f\u91cc\u5df4\u5df4\u4e5d\u6708\u5b63\u5831\u7684\u8d85\u9810\u671f\u8868\u73fe\u4e0d\u50c5\u50c5\u662f\u500b\u5225\u516c\u53f8\u7684\u6545\u4e8b\u3002\u5b83\u50b3\u905e\u51fa\u4e2d\u570b AI+\u96f2\u7aef\u98db\u8f2a\u6b63\u5728\u4ee5\u898f\u6a21\u5316\u3001\u591a\u5782\u76f4\u62c9\u52d5\u7684\u65b9\u5f0f\u52a0\u901f\u904b\u8f49\u3002\u6536\u5165\u6210\u9577 5% \u81f3\u4eba\u6c11\u5e63 2,478 \u5104\u5143\u3001\u8d85\u51fa\u9810\u671f\uff0c\u986f\u793a\u96f2\u7aef\u3001\u6a21\u578b\u8a13\u7df4\u8207\u5546\u52d9\u8b8a\u73fe\u6b63\u5728\u532f\u805a\u3002\u5c0d\u65bc\u5168\u7403\u6295\u8cc7\u4eba\u5728\u6210\u9577\u8207\u73fe\u91d1\u6d41\u4e4b\u9593\u91cd\u65b0\u914d\u7f6e\u8cc7\u7522\uff0c\u9019\u5c31\u662f\u85cd\u5716\uff1a\u653f\u7b56\u652f\u6301\u7684\u904b\u7b97\u80fd\u529b\u3001\u9f90\u5927\u7684\u6578\u64da\u3001\u4e16\u754c\u7d1a\u5de5\u7a0b\u80fd\u529b\uff0c\u4ee5\u53ca\u53ef\u8f38\u51fa\u7684\u5e73\u53f0\u6ef2\u900f\u5230\u65b0\u8208\u5e02\u5834\u9700\u6c42\u3002<\/p>\n

\u963f\u91cc\u696d\u7e3e\u986f\u793a\u7531 AI \u9a45\u52d5\u7684\u91cd\u555f<\/h3>\n

\u5e02\u5834\u60f3\u8981\u8b49\u64da\uff1aAI \u6b63\u5728\u8f49\u5316\u70ba\u6536\u5165\uff0c\u800c\u4e0d\u50c5\u662f\u8cc7\u672c\u652f\u51fa\u3002\u963f\u91cc\u4ea4\u51fa\u4e86\u9019\u5f35\u8b49\u660e\u3002\u5176\u5b63\u5ea6\u8ca1\u5831\u986f\u793a\u5c0d\u963f\u91cc\u96f2\u8a13\u7df4\u8207\u63a8\u7406\u7684\u9700\u6c42\u52a0\u901f\uff0c\u4e14\u5728\u5546\u52d9\u5ee3\u544a\u5806\u758a\u4e0a\u7684\u63d0\u6210\u7387\u63d0\u9ad8\u3002\u9019\u7a2e\u8f49\u8b8a\u5177\u6709\u7d50\u69cb\u6027\uff1a\u4e2d\u570b\u7684\u958b\u767c\u8005\u57fa\u790e\u6b63\u5728\u5f9e\u5be6\u9a57\u6027\u7684\u5927\u578b\u8a9e\u8a00\u6a21\u578b\u8f49\u5411\u96f6\u552e\u3001\u7269\u6d41\u3001\u91d1\u878d\u8207\u5de5\u696d\u7269\u806f\u7db2\u7684\u751f\u7522\u5de5\u4f5c\u8ca0\u8f09\u3002\u9019\u89e3\u9396\u4e86\u66f4\u9ad8\u6bdb\u5229\u7684\u96f2\u670d\u52d9\u3001\u66f4\u591a\u8a02\u95b1\u6536\u5165\uff0c\u4ee5\u53ca\u5c0d\u6578\u64da\u5b89\u5168\u8207\u884c\u696d\u89e3\u6c7a\u65b9\u6848\u7684\u66f4\u9ad8\u9644\u5e36\u7387\u3002\u96a8\u8457\u8de8\u5883\u7269\u6d41\u6539\u5584\u4ee5\u53ca\u985e Choice \u7684\u4f9b\u61c9\u5728\u6b50\u6d32\u8207\u4e2d\u6771\u64f4\u5f35\uff0c\u570b\u969b\u5546\u52d9\u6301\u7e8c\u8d85\u8d8a\u570b\u5167\u96f6\u552e\u3002\u52a0\u4e0a\u6578\u5341\u5104\u7f8e\u5143\u7684\u56de\u8cfc\u8a08\u756b\u8207\u7cbe\u7c21\u7684\u71df\u904b\u7d50\u69cb\uff0c\u696d\u7e3e\u54c1\u8cea\u8207\u6210\u9577\u540c\u6642\u6539\u5584\u3002\u66f4\u5ee3\u7fa9\u7684\u8b80\u6cd5\u662f\uff1a\u4e2d\u570b\u7684\u5e73\u53f0\u9818\u5c0e\u8005\u6b63\u5728\u56de\u5230\u8907\u5229\u8ecc\u9053\uff0cAI \u6210\u70ba\u8b8a\u73fe\u5f15\u64ce\u800c\u975e\u6210\u672c\u9805\u76ee\u3002<\/p>\n

\u96f2\u7aef\u3001\u6a21\u578b\u8207\u570b\u7522\u6676\u7247\u91cd\u5851\u6280\u8853\u5806\u758a<\/h3>\n

2023\u20132024 \u5e74\u7684\u74f6\u9838\u662f\u7b97\u529b\u3002\u5728 2025 \u5e74\uff0c\u5806\u758a\u958b\u59cb\u591a\u5143\u5316\u3002\u570b\u7522\u52a0\u901f\u5668\u6b63\u5728\u5927\u898f\u6a21\u9032\u5165\u63a8\u7406\u9818\u57df\uff1b\u6df7\u5408\u96f2\u5728\u79c1\u6709\u53e2\u96c6\u8207\u5546\u7528 GPU \u53e2\u96c6\u4e2d\u512a\u5316\u8a13\u7df4\uff1b\u4f01\u696d AI \u63a1\u7528\u5df2\u5f9e\u804a\u5929\u64f4\u5c55\u5230\u641c\u5c0b\u3001\u63a8\u85a6\u3001AIOps \u8207\u8edf\u9ad4\u958b\u767c\u3002\u5317\u4eac\u7684\u653f\u7b56\u7acb\u5834\u4ecd\u660e\u78ba\u652f\u6301\u5275\u65b0\uff1a\u7814\u767c\u7a05\u6536\u6fc0\u52f5\u3001\u5148\u9032\u8a2d\u5099\u52a0\u901f\u6298\u820a\uff0c\u4ee5\u53ca\u5354\u8abf\u652f\u6301\u6578\u64da\u57fa\u790e\u8a2d\u65bd\u5712\u5340\u3002\u9019\u7a2e\u7d44\u5408\u964d\u4f4e\u4e86\u65b0\u5275\u7684\u8a66\u9a57\u6210\u672c\uff0c\u4e26\u70ba\u65e2\u6709\u4f01\u696d\u7684\u8cc7\u672c\u652f\u51fa\u53bb\u98a8\u96aa\u5316\u3002\u4e2d\u570b\u7684\u512a\u52e2\u5728\u65bc\u898f\u6a21\uff1a\u6578\u4ee5\u5104\u8a08\u7684\u65e5\u5e38\u4ea4\u6613\u7528\u6236\u3001\u5bc6\u96c6\u7684\u7269\u6d41\u7db2\u8def\uff0c\u4ee5\u53ca\u4f86\u81ea\u96fb\u52d5\u8eca\u3001\u5de5\u5ee0\u8207\u96fb\u7db2\u7684\u7522\u696d\u6578\u64da\u3002\u7d50\u679c\u662f\u7368\u7279\u4e14\u8c50\u5bcc\u7684 AI \u5de5\u4f5c\u8ca0\u8f09\u7d44\u5408\uff0c\u53ef\u900f\u904e\u96f2\u7aef\u3001\u5ee3\u544a\u3001\u91d1\u878d\u79d1\u6280\u8207\u786c\u9ad4\u5feb\u901f\u8b8a\u73fe\u3002\u5c0d\u6295\u8cc7\u4eba\u800c\u8a00\uff0c\u6295\u8cc7\u8ad6\u9ede\u4e0d\u518d\u53ea\u4f9d\u8cf4\u55ae\u4e00 GPU \u51fa\u8ca8\u7dda\uff1b\u800c\u662f\u95dc\u6ce8\u4f7f\u7528\u66f2\u7dda\u3001\u8edf\u9ad4\u6bdb\u5229\u7387\u8207\u905e\u5ef6\u6536\u5165\u5982\u4f55\u5728 2026 \u5e74\u6efe\u5927\u3002<\/p>\n

\u76ee\u524d\u9700\u95dc\u6ce8\u7684\u5341\u5927\u4e2d\u570b\u80a1\u7968<\/h3>\n

\u4ee5\u4e0b\u5217\u51fa\u5341\u6a94\u6d41\u52d5\u6027\u4f73\u3001\u5728 AI\u3001\u96f2\u7aef\u8207\u5148\u9032\u88fd\u9020\u4e0a\u884c\u5468\u671f\u4e2d\u5177\u53d7\u60e0\u5b9a\u4f4d\u7684\u516c\u53f8\uff0c\u91cd\u9ede\u9644\u4e0a\u4ee3\u865f\u3001\u91cd\u8981\u91cc\u7a0b\u7891\u8207\u5168\u7403\u5f71\u97ff\u8aaa\u660e\uff1a<\/h3>\n

(1) Alibaba Group (BABA) \u2013 \u91cc\u7a0b\u7891\uff1a\u4e5d\u6708\u5b63\u6536\u5165\u6210\u9577 5% \u81f3\u4eba\u6c11\u5e63 2,478 \u5104\u5143\uff0c\u8d85\u51fa\u9810\u671f\uff1b\u8207 AI \u5de5\u4f5c\u8ca0\u8f09\u76f8\u95dc\u7684\u96f2\u7aef\u9810\u8a02\u52a0\u901f\u3002\u5168\u7403\u5f71\u97ff\uff1aAlibaba Cloud \u70ba\u4e9e\u6d32\u8207\u4e2d\u6771\u7684\u958b\u767c\u8005\u63d0\u4f9b\u52d5\u529b\uff0c\u96a8\u8457\u4e2d\u570b\u6a21\u578b\u9032\u5165\u751f\u7522\u74b0\u5883\u800c\u64f4\u5927\u3002<\/p>\n

(2) Tencent Holdings (0700.HK) \u2013 \u91cc\u7a0b\u7891\uff1aWeChat \u5c0f\u7a0b\u5e8f\u7dad\u6301\u5146\u5143\u4eba\u6c11\u5e63\u7d1a\u5225\u7684\u4ea4\u6613\u7e3d\u984d\uff1b\u81ea\u88fd\u904a\u6232\u8207\u6388\u6b0a\u652f\u6301\u66f4\u5f37\u7684\u904a\u6232\u9663\u5bb9\u3002\u5168\u7403\u5f71\u97ff\uff1aTencent \u4ecd\u70ba\u5168\u7403\u9802\u5c16\u7684\u904a\u6232\u6295\u8cc7\u8005\uff0c\u4e26\u5728\u4e00\u5e36\u4e00\u8def\u5e02\u5834\u6df1\u5316 SaaS \u8207\u91d1\u878d\u79d1\u6280\u8f38\u51fa\u3002<\/p>\n

(3) PDD Holdings (PDD) \u2013 \u91cc\u7a0b\u7891\uff1aTemu \u5728\u4e0d\u5230\u5169\u5e74\u5167\u62d3\u5c55\u81f3\u6578\u5341\u500b\u5e02\u5834\uff0c\u5c55\u73fe\u7121\u8207\u502b\u6bd4\u7684\u7269\u6d41\u8207\u5546\u5bb6\u805a\u5408\u80fd\u529b\u3002\u5168\u7403\u5f71\u97ff\uff1a\u8de8\u5883\u5546\u52d9\u5c07\u4e2d\u570b\u4e2d\u5c0f\u4f01\u696d\u88fd\u9020\u5c0e\u5165\u7f8e\u570b\u3001\u6b50\u76df\u8207\u62c9\u7f8e\uff0c\u4ee5\u7af6\u722d\u8005\u96e3\u4ee5\u5339\u6575\u7684\u50f9\u683c\u9ede\u4f9b\u8ca8\u3002<\/p>\n

(4) Baidu (BIDU) \u2013 \u91cc\u7a0b\u7891\uff1aERNIE \u5927\u578b\u6a21\u578b\u5df2\u5d4c\u5165\u641c\u7d22\u3001\u96f2\u7aef\u8207\u4f01\u696d\u61c9\u7528\uff1bRobotaxi \u71df\u904b\u5728\u591a\u500b\u4e2d\u570b\u57ce\u5e02\u9054\u6210\u5b8c\u5168\u7121\u4eba\u99d5\u99db\u91cc\u7a0b\u7891\u3002\u5168\u7403\u5f71\u97ff\uff1a\u81ea\u52d5\u99d5\u99db\u8edf\u9ad4\u8207\u7e6a\u5716\u6280\u8853\u53ef\u4f9b\u6771\u5357\u4e9e\u8a66\u9ede\u4f7f\u7528\u3002<\/p>\n

(5) BYD Company (1211.HK) \u2013 \u91cc\u7a0b\u7891\uff1a\u65b0\u80fd\u6e90\u8eca\u898f\u6a21\u5316\u3001\u900f\u904e\u5200\u7247\u96fb\u6c60\u5be6\u73fe\u7684\u6210\u672c\u7d00\u5f8b\uff0c\u4ee5\u53ca DM \u6df7\u5408\u52d5\u529b\u6280\u8853\u652f\u6490\u7a69\u5b9a\u7372\u5229\u80fd\u529b\u3002\u5168\u7403\u5f71\u97ff\uff1a\u5c0d\u6771\u76df\u3001\u4e2d\u6771\u8207\u62c9\u7f8e\u7684\u51fa\u53e3\u6b63\u5728\u91cd\u5851\u5168\u7403\u96fb\u52d5\u8eca\u7684\u53ef\u8ca0\u64d4\u6027\u3002<\/p>\n

(6) Contemporary Amperex Technology, CATL (300750.SZ) \u2013 \u91cc\u7a0b\u7891\uff1a\u4fdd\u6301\u5168\u7403\u96fb\u52d5\u8eca\u96fb\u6c60\u9818\u5c0e\u5730\u4f4d\uff0c\u540c\u6642\u52a0\u901f\u5132\u80fd\u89e3\u6c7a\u65b9\u6848\u91cf\u7522\uff1b\u63a8\u51fa\u9069\u7528\u65bc\u822a\u7a7a\u7d1a\u4f7f\u7528\u6848\u4f8b\u7684\u66f4\u9ad8\u80fd\u91cf\u5bc6\u5ea6\u5316\u5b78\u9ad4\u7cfb\u3002\u5168\u7403\u5f71\u97ff\uff1a\u4f9b\u61c9\u897f\u65b9\u8207\u4e2d\u570b\u539f\u5ee0\uff0c\u52a0\u901f\u96fb\u7db2\u7d1a\u5132\u80fd\u90e8\u7f72\u3002<\/p>\n

(7) Xiaomi (1810.HK) \u2013 \u91cc\u7a0b\u7891\uff1aSU7 \u96fb\u52d5\u8eca\u63a8\u51fa\u70ba\u6210\u9577\u65b0\u589e\u52d5\u529b\uff0c\u8207\u56de\u6eab\u7684\u9ad8\u968e\u667a\u6167\u578b\u624b\u6a5f\u5468\u671f\u4e26\u884c\uff1bIoT \u751f\u614b\u7cfb\u7d71\u73fe\u6db5\u84cb\u6578\u5104\u9023\u7db2\u88dd\u7f6e\u3002\u5168\u7403\u5f71\u97ff\uff1a\u5177\u7af6\u722d\u529b\u7684\u96fb\u52d5\u8eca\u5b9a\u50f9\u5c0d\u5168\u7403\u65e2\u6709\u696d\u8005\u5f62\u6210\u58d3\u529b\uff0c\u800c\u624b\u6a5f\u5728\u6b50\u6d32\u8207\u65b0\u8208\u5e02\u5834\u5e02\u5360\u63d0\u5347\u3002<\/p>\n

(8) Industrial and Commercial Bank of China, ICBC (601398.SS) \u2013 \u91cc\u7a0b\u7891\uff1a\u4ee5\u8cc7\u7522\u898f\u6a21\u4ecd\u70ba\u5168\u7403\u6700\u5927\u9280\u884c\u4e4b\u4e00\u4e26\u6301\u6709\u7a69\u5065\u7684\u4e00\u7d1a\u8cc7\u672c\uff1b\u64f4\u5927\u7da0\u8272\u91d1\u878d\u8207\u8cbf\u6613\u670d\u52d9\u3002\u5168\u7403\u5f71\u97ff\uff1a\u4fc3\u9032\u4e00\u5e36\u4e00\u8def\u5c08\u6848\u878d\u8cc7\u8207\u5728\u4e9e\u6d32\u3001\u975e\u6d32\u53ca\u4e2d\u6771\u7684\u4eba\u6c11\u5e63\u7d50\u7b97\u3002<\/p>\n

(9) Kweichow Moutai (600519.SS) \u2013 \u91cc\u7a0b\u7891\uff1a\u9ad8\u7aef\u5316\u8207\u56b4\u683c\u7684\u901a\u8def\u7ba1\u7406\u7dad\u6301\u9ad8\u5229\u6f64\u7387\u8207\u73fe\u91d1\u7522\u751f\u80fd\u529b\u3002\u5168\u7403\u5f71\u97ff\uff1a\u64f4\u5927\u514d\u7a05\u8207\u6d77\u5916\u901a\u8def\uff0c\u5c07\u6587\u5316\u8c61\u5fb5\u8f49\u8b8a\u70ba\u5168\u7403\u5962\u4f88\u54c1\u5e38\u614b\u3002<\/p>\n

(10) Sany Heavy Industry (600031.SS) \u2013 \u91cc\u7a0b\u7891\uff1a\u65bc\u9999\u6e2f\u65b0\u4e0a\u5e02\u52df\u5f97\u7d04 16 \u5104\u7f8e\u5143\uff0c\u64f4\u5927\u6295\u8cc7\u8005\u57fa\u790e\uff1b\u63a8\u52d5\u96fb\u52d5\u53ca\u667a\u6167\u5316\u5de5\u7a0b\u8a2d\u5099\u3002\u5168\u7403\u5f71\u97ff\uff1a\u5728 150 \u591a\u500b\u570b\u5bb6\u7684\u7d93\u92b7\u7db2\u7d61\uff0c\u5c07\u4e2d\u570b\u8a2d\u5099\u7d81\u5165\u5f9e\u6771\u5357\u4e9e\u5230\u975e\u6d32\u7684\u57fa\u790e\u5efa\u8a2d\u5468\u671f\u3002<\/p>\n

\u653f\u7b56\u9806\u98a8\u3001\u6bdb\u5229\u8207\u5168\u7403\u7248\u5716<\/h3>\n

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