{"id":606403,"date":"2025-11-27T05:15:01","date_gmt":"2025-11-27T13:15:01","guid":{"rendered":"https:\/\/nai500.com\/?p=606403"},"modified":"2025-11-27T05:15:01","modified_gmt":"2025-11-27T13:15:01","slug":"nvda-aapl-msft-googl-amzn-2","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/11\/nvda-aapl-msft-googl-amzn-2\/","title":{"rendered":"\u79d1\u6280\u985e\u6210\u4ea4\u91cf\u6fc0\u589e\uff1aNVDA\u3001AAPL\u3001MSFT\u3001GOOGL\u3001AMZN"},"content":{"rendered":"

\u5168\u7403\u80a1\u5e02\u5728\u9023\u6f32\u56db\u65e5\u5f8c\u66ab\u6b47\uff0c\u56e0\u70ba\u5e02\u5834\u5c0d\u964d\u606f\u7684\u671f\u5f85\u8b93\u60c5\u7dd2\u7a69\u5b9a\uff0c\u4f46\u8cc7\u91d1\u4ecd\u6311\u51fa\u4e86\u6700\u53d7\u5bf5\u7684\u5b69\u5b50\uff1a\u5de8\u578b\u79d1\u6280\u80a1\u3002\u6d41\u52d5\u6027\u96c6\u4e2d\u5728\u5c11\u6578\u5e7e\u6a94\u80a1\u7968\uff0c\u4ea4\u6613\u8005\u62bc\u6ce8\u65bc\u8f03\u4f4e\u5229\u7387\u4e0b\u7684\u4e45\u671f\u6578\u5b78\u8207\u6301\u7e8c\u4e0d\u9000\u7684 AI \u73fe\u91d1\u6d41\u6545\u4e8b\u3002\u53ef\u4ee5\u8aaa\u662f\u540c\u4e00\u5957\u5287\u672c\uff0c\u4f46\u6642\u9593\u66f4\u7dca\u6e4a\u3002<\/p>\n

1. Nvidia (NVDA) \u2014 AI \u8a02\u55ae\u518a\u8b93\u7fa4\u773e\u6301\u7e8c\u805a\u96c6<\/h3>\n

\u4eca\u65e5\u7126\u9ede\u539f\u56e0\uff1aNVDA \u518d\u5ea6\u6210\u70ba\u8cc7\u91d1\u6d41\u5411\u7684\u78c1\u9435\u3002AI \u8cc7\u672c\u652f\u51fa\u6545\u4e8b\u4f9d\u820a\u5b8c\u6574\uff0c\u5728\u4e00\u500b\u5e02\u5834\u60f3\u8981\u5728\u66f4\u5feb\u964d\u606f\u6a5f\u7387\u4e0b\u7372\u53d6\u4e45\u671f\u655e\u53e3\u7684\u60c5\u6cc1\u4e0b\uff0cNvidia \u662f\u6700\u4e7e\u6de8\u3001\u6700\u97ff\u4eae\u7684\u8868\u9054\u65b9\u5f0f\u3002\u7576\u5168\u7403\u80a1\u5e02\u7a69\u5b9a\u6642\uff0c\u8cc7\u91d1\u4e0d\u6703\u5206\u6563\uff1b\u5b83\u6703\u64e0\u5728\u4e00\u8d77\u3002Nvidia \u6210\u4e86\u90a3\u500b\u64e0\u5728\u4e2d\u592e\u7684\u6a19\u7684\u3002<\/p>\n

\u4ea4\u6613\u6982\u6cc1\uff1a\u6210\u4ea4\u91cf\u70ba 1.839 \u5104\u80a1\uff0c\u70ba\u7576\u65e5\u6210\u4ea4\u91cf\u4e4b\u6700\u3002\u6536\u76e4\u50f9\u70ba 180.26\uff0c\u4e0a\u6f32 1.37%\u3002\u76e4\u4e2d\u56de\u6a94\u77ed\u66ab\u5373\u88ab\u8cb7\u9032\uff0c\u96d9\u908a\u6d41\u52d5\u6027\u5145\u8db3\uff0c\u52d5\u80fd\u5728\u6536\u76e4\u524d\u6301\u7e8c\u5411\u4e0a\u3002\u8a72\u80a1\u6301\u7e8c\u7dad\u6301\u9818\u5c0e\u6ea2\u50f9\uff0c\u5176\u50f9\u683c\u8868\u73fe\u50cf\u662f\u4e00\u500b\u8861\u91cf\u6574\u9ad4 AI \u4ea4\u6613\u7684\u6c23\u58d3\u8a08\u3002<\/p>\n

\u95dc\u9375\u8981\u9ede\uff1a\u53ea\u8981\u8d85\u7d1a\u96f2\u7aef\u5ba2\u6236\u7684\u652f\u51fa\u4e0d\u7728\u773c\uff0c\u9818\u5c0e\u5730\u4f4d\u5c31\u80fd\u652f\u6490\u5176\u4f30\u503c\u500d\u6578\u3002\u5982\u679c\u6b96\u5229\u7387\u4e0b\u6ed1\uff0c\u4e45\u671f\u53d7\u76ca\u80a1\u6703\u9818\u6f32\uff1b\u82e5\u6b96\u5229\u7387\u56de\u5347\uff0c\u5247\u6703\u51fa\u73fe\u5feb\u901f\u91cd\u7f6e\u3002\u5982\u4eca\uff0c\u8a02\u55ae\u518a\u52a0\u4e0a\u6d41\u52d5\u6027\u7b49\u65bc\u652f\u6490\uff0c\u56de\u6a94\u8003\u9a57\u7684\u662f\u5805\u5b9a\u7684\u6301\u80a1\u8005\uff0c\u800c\u975e\u4fe1\u5ff5\u7684\u5d29\u6f70\u3002<\/p>\n

2. Apple (AAPL) \u2014 \u5177\u670d\u52d9\u696d\u52d9\u52a0\u6210\u7684\u907f\u98a8\u6e2f<\/h3>\n

\u4eca\u65e5\u7126\u9ede\u539f\u56e0\uff1a\u5728\u504f\u5411\u8edf\u8457\u9678\u8207\u8f03\u65e9\u964d\u606f\u7684\u6558\u4e8b\u4e0b\uff0c\u5e02\u5834\u504f\u597d\u8cc7\u7522\u8ca0\u50b5\u8868\u5f37\u5065\u8207\u53ef\u9810\u6e2c\u73fe\u91d1\u7522\u51fa\uff0cApple \u56e0\u800c\u6301\u7e8c\u5438\u5f15\u76ee\u5149\u3002\u670d\u52d9\u71df\u6536\u7684\u7d44\u5408\u8207\u6301\u7e8c\u8a0e\u8ad6\u7684 AI \u529f\u80fd\uff0c\u70ba\u6295\u8cc7\u4eba\u63d0\u4f9b\u9078\u64c7\u6027\uff0c\u800c\u4e0d\u9700\u8981\u6bcf\u65e5\u7684\u982d\u689d\u65b0\u805e\u3002<\/p>\n

\u4ea4\u6613\u6982\u6cc1\uff1a\u6210\u4ea4\u91cf\u70ba 3,340 \u842c\u80a1\u3002\u80a1\u50f9\u5c0f\u5e45\u4e0a\u6f32 0.21% \u81f3 277.55\uff0c\u76e4\u52e2\u7dca\u6e4a\uff0c\u8b80\u4f86\u50cf\u662f\u6295\u8cc7\u7d44\u5408\u7d93\u7406\u5728\u6084\u6084\u52a0\u78bc\uff0c\u800c\u975e\u4ea4\u6613\u8005\u8ffd\u9ad8\u3002\u6c92\u6709\u5927\u6232\uff0c\u4f46\u6709\u7a69\u5b9a\u7684\u8cb7\u76e4\u652f\u6490\u8207\u4f4e\u6232\u5287\u6027\u7684\u50f9\u683c\u8d70\u52e2\uff0c\u9019\u6b63\u662f\u5de8\u578b\u80a1\u5728\u6ce2\u52d5\u5e02\u5834\u4e2d\u4f5c\u70ba\u7de9\u885d\u7684\u610f\u7fa9\u3002<\/p>\n

\u95dc\u9375\u8981\u9ede\uff1aApple \u4ecd\u662f\u5e02\u5834\u7684\u9632\u79a6\u6027\u6210\u9577\u80a1\u3002\u82e5 Fed \u504f\u9d3f\uff0c\u4e45\u671f\u53d7\u76ca\u8005\u6709\u5229\uff1b\u82e5 Fed \u4ee4\u4eba\u5931\u671b\uff0c\u73fe\u91d1\u5145\u8db3\u4e14\u6709\u7d93\u5e38\u6027\u6536\u5165\u8207\u5eab\u85cf\u80a1\u706b\u529b\u7684\u516c\u53f8\u53ef\u7de9\u548c\u8dcc\u5e45\u3002\u5b83\u5c0d AI \u7684 Beta \u4e26\u975e\u6700\u9ad8\uff0c\u4f46\u5728\u6ce2\u52d5\u56de\u64ca\u6642\u662f\u4e00\u500b\u53ef\u9760\u7684\u6838\u5fc3\u6301\u5009\u3002<\/p>\n

3. Microsoft (MSFT) \u2014 \u771f\u6b63\u51fa\u73fe\u5728\u71df\u6536\u88e1\u7684 AI \u7372\u5229\u5316<\/h3>\n

\u4eca\u65e5\u7126\u9ede\u539f\u56e0\uff1a\u5e02\u5834\u734e\u52f5\u90a3\u4e9b\u771f\u6b63\u5728 AI \u4e0a\u5be6\u73fe\u71df\u6536\u7684\u516c\u53f8\uff0c\u800c\u4e0d\u662f\u53ea\u662f\u793a\u7bc4\u5e7b\u71c8\u7247\u3002Azure\u3001Copilot \u8207\u4f01\u696d\u7aef\u8ffd\u52a0\u92b7\u552e\u4ecd\u662f\u5f9e\u5671\u982d\u5230\u5e33\u55ae\u6700\u4e7e\u6de8\u7684\u7ba1\u9053\uff0c\u800c\u9019\u7a2e\u6558\u4e8b\u5728\u6298\u73fe\u7387\u4e0b\u884c\u7684\u80cc\u666f\u4e0b\u7279\u5225\u5403\u9999\u3002\u6b64\u80a1\u517c\u5177\u6210\u9577\u8207\u54c1\u8cea\uff0c\u56e0\u6b64\u5728\u7da0\u71c8\u65e5\u88ab\u914d\u7f6e\uff0c\u7d05\u71c8\u65e5\u88ab\u7528\u4f86\u907f\u96aa\u3002<\/p>\n

\u4ea4\u6613\u6982\u6cc1\uff1a\u6210\u4ea4\u91cf\u70ba 2,570 \u842c\u80a1\u3002MSFT \u6536\u76e4\u65bc 485.50\uff0c\u4e0a\u6f32 1.78%\uff0c\u5373\u4fbf\u6210\u4ea4\u91cf\u4f4e\u65bc Apple \u8207 Alphabet\uff0c\u5176\u50f9\u683c\u8868\u73fe\u4ecd\u8d85\u8d8a\u540c\u5115\u3002\u59d4\u8a17\u6d41\u504f\u5411\u5c3e\u76e4\u5f37\u52e2\uff0c\u986f\u793a\u662f\u771f\u91d1\u767d\u9280\u7684\u52a0\u78bc\u800c\u975e\u65e5\u5167\u4ea4\u6613\u8005\u7684\u7ffb\u624b\u3002\u8a72\u80a1\u5728\u98a8\u96aa\u8abf\u6574\u5f8c\u4ecd\u6301\u7e8c\u8dd1\u8d0f\u5176\u91cd\u91cf\u7d1a\u7fa4\u9ad4\u3002<\/p>\n

\u95dc\u9375\u8981\u9ede\uff1a\u53ea\u8981\u6210\u4f01\u696d\u7d1a AI \u71df\u6536\u9032\u5165\u640d\u76ca\u8868\u4e14\u5229\u6f64\u7387\u7dad\u6301\uff0c\u5e02\u5834\u5c31\u9858\u610f\u4ed8\u51fa\u6ea2\u50f9\u500d\u6578\u3002\u82e5\u5b8f\u89c0\u8d70\u8edf\u51fa\u73fe AI \u5c08\u6848\u5ef6\u5f8c\u7684\u8de1\u8c61\u9700\u7559\u610f\uff1b\u5426\u5247\uff0c\u5287\u672c\u4ecd\u662f\u9022\u4f4e\u8cb7\u9032\uff0c\u800c\u975e\u82f1\u96c4\u5f0f\u5728\u9ad8\u9ede\u9006\u52e2\u4ea4\u6613\u3002<\/p>\n

4. Alphabet (GOOGL) \u2014 \u9ad8\u63db\u624b\u7387\uff0c\u5f9e\u9818\u53f0\u9000\u4e00\u6b65<\/h3>\n

\u4eca\u65e5\u7126\u9ede\u539f\u56e0\uff1aAlphabet \u56e0\u932f\u8aa4\u7684\u539f\u56e0\u5438\u5f15\u76ee\u5149\uff1a\u6210\u4ea4\u6d3b\u7d61\u4f46\u6536\u76e4\u7d05\u7ffb\u9ed1\u3002\u53ef\u4ee5\u8aaa\u662f\u7372\u5229\u4e86\u7d50\u3001\u6301\u5009\u63db\u624b\uff0c\u6216\u50c5\u50c5\u662f\u5e02\u5834\u63d0\u9192\u4f60\u9818\u5c0e\u5730\u4f4d\u6703\u8f2a\u52d5\u3002\u516c\u53f8\u8de8\u8db3\u5ee3\u544a\u3001\u96f2\u7aef\u8207 AI \u57fa\u790e\u5efa\u8a2d\uff1b\u7576\u5404\u65b9\u727d\u626f\u4ea4\u932f\u6642\uff0c\u8a72\u80a1\u4fbf\u6210\u70ba\u6230\u5834\u3002<\/p>\n

\u4ea4\u6613\u6982\u6cc1\uff1a\u6210\u4ea4\u91cf\u70ba 5,140 \u842c\u80a1\uff0c\u8d85\u904e Apple \u8207 Microsoft\uff0c\u4f46\u80a1\u50f9\u4e0b\u8dcc 1.03% \u81f3 319.95\u3002\u9019\u662f\u4e00\u500b\u503c\u5f97\u6ce8\u610f\u7684\u5206\u6b67\uff1a\u773e\u4eba\u95dc\u6ce8\uff0c\u611b\u7684\u7a0b\u5ea6\u537b\u4e0d\u8db3\u3002\u76e4\u4e2d\u53cd\u5f48\u906d\u9047\u8ce3\u58d3\uff0c\u5118\u7ba1\u9762\u81e8\u76f8\u540c\u7684\u964d\u606f\u5b8f\u89c0\u9806\u98a8\uff0c\u8a72\u80a1\u4ecd\u843d\u5f8c\u65bc\u540c\u696d\u3002<\/p>\n

\u95dc\u9375\u8981\u9ede\uff1a\u4f30\u503c\u4e0d\u662f\u554f\u984c\uff1b\u5e02\u5834\u60f3\u8981\u660e\u78ba\u7684 AI \u652f\u51fa\u5c0d\u61c9\u7372\u5229\u5316\u7684\u8def\u5f91\uff0c\u4ee5\u53ca Cloud \u5728\u5ee3\u544a\u652f\u6490\u4e0b\u7684\u7372\u5229\u9053\u8def\u3002\u5982\u679c\u5e02\u5834\u64f4\u6563\uff0cAlphabet \u53ef\u4ee5\u91cd\u65b0\u8a55\u50f9\uff1b\u5982\u82e5\u9818\u5c0e\u8005\u6301\u7e8c\u96c6\u4e2d\uff0c\u50cf\u4eca\u5929\u9019\u6a23\u7684\u8868\u73fe\u4e0d\u4f73\u65e5\u5b50\u53ef\u80fd\u6703\u5ef6\u7e8c\u3002\u63a7\u5236\u597d\u6301\u5009\u898f\u6a21\uff0c\u8b93\u6210\u4ea4\u91cf\u6307\u5f15\u8f49\u6298\u3002<\/p>\n

5. Amazon (AMZN) \u2014 AWS \u8010\u5fc3\u7b49\u5f85\u5c0d\u96f6\u552e\u5229\u6f64\u7684\u6578\u5b78\u8a08\u7b97<\/h3>\n

\u4eca\u65e5\u7126\u9ede\u539f\u56e0\uff1aAmazon \u4f4d\u5728\u5169\u500b\u6558\u4e8b\u7684\u4e2d\u9593\uff1a\u5728 AI \u70ba\u91cd\u5fc3\u7684\u4e16\u754c\u88e1\uff0c\u5e02\u5834\u671f\u5f85 AWS \u518d\u6b21\u52a0\u901f\uff1b\u540c\u6642\u96f6\u552e\u7aef\u5728\u4fc3\u92b7\u65fa\u5b63\u662f\u5426\u80fd\u4fdd\u6301\u5229\u6f64\u7d00\u5f8b\u4e5f\u727d\u52d5\u60c5\u7dd2\u3002\u964d\u606f\u6a02\u89c0\u6709\u52a9\u65bc\u9577\u4e45\u671f\u73fe\u91d1\u6d41\uff0c\u4f46\u96f6\u552e\u60c5\u7dd2\u4ecd\u6703\u62c9\u626f\u80a1\u50f9\u3002<\/p>\n

\u4ea4\u6613\u6982\u6cc1\uff1a\u6210\u4ea4\u91cf\u70ba 3,850 \u842c\u80a1\u3002\u80a1\u50f9\u4e0b\u8dcc 0.25% \u81f3 229.16\u3002\u50f9\u683c\u5728\u91cd\u8981\u6574\u6578\u4f4d\u9644\u8fd1\u9707\u76ea\uff0c\u53cd\u5f48\u88ab\u8ce3\u58d3\u9650\u5236\uff0c\u56de\u6a94\u88ab\u8cb7\u76e4\u5b88\u4f4f\u3002\u65e2\u975e\u5d29\u76e4\uff0c\u4ea6\u975e\u7a81\u7834\u2014\u2014\u53ea\u662f\u5834\u5c0a\u91cd\u6d41\u52d5\u6027\u4f46\u7b49\u5f85\u50ac\u5316\u5291\u7684\u62c9\u92f8\u6230\u3002<\/p>\n

\u95dc\u9375\u8981\u9ede\uff1a\u9a45\u52d5\u529b\u4ecd\u662f AWS\u3002\u5ee3\u544a\u70ba\u6c89\u9ed8\u7684\u5229\u6f64\u5f15\u64ce\uff0c\u96f6\u552e\u7684\u7d00\u5f8b\u662f\u4fe1\u8b7d\u6e2c\u8a66\u3002\u82e5\u4e0b\u4e00\u6b21\u696d\u7e3e\u66f4\u65b0\u9031\u671f\u4e2d\u96f2\u7aef\u6210\u9577\u8072\u91cf\u66f4\u5927\uff0c\u80a1\u50f9\u5c1a\u6709\u7a7a\u9593\u3002\u5728\u90a3\u4e4b\u524d\uff0c\u9810\u671f\u5340\u9593\u6574\u7406\uff0c\u504f\u5411\u8ddf\u96a8\u5ee3\u6cdb\u7684\u5de8\u578b\u79d1\u6280\u8cc7\u91d1\u6d41\u52d5\u3002<\/p>\n

\u6295\u8cc7\u4eba\u8996\u89d2<\/h3>\n

\u6b64\u677f\u584a\u7684\u9818\u982d\u7f8a\u5730\u4f4d\u4e0d\u542b\u7cca\uff1a\u5de8\u578b\u79d1\u6280\u5438\u8d70\u7576\u65e5\u7684\u8cc7\u91d1\u6ce8\u610f\u529b\uff0c\u964d\u606f\u62bc\u6ce8\u652f\u6490\u4e45\u671f\uff0c\u800c AI \u73fe\u91d1\u6d41\u6545\u4e8b\u6301\u7e8c\u5438\u5f15\u7fa4\u773e\u3002Nvidia \u5728\u6210\u4ea4\u91cf\u4e0a\u9059\u9059\u9818\u5148\uff0cMicrosoft \u5728\u50f9\u683c\u8868\u73fe\u4e0a\u9818\u5148\uff0cApple \u7a69\u5b9a\u4e86\u76e4\u9762\uff0c\u800c Alphabet \u8207 Amazon \u5247\u63d0\u9192\u5927\u5bb6\u9818\u5c0e\u5730\u4f4d\u4e26\u975e\u55ae\u4e00\u4e0d\u8b8a\u3002\u5982\u679c\u6b96\u5229\u7387\u9032\u4e00\u6b65\u4e0b\u6ed1\uff0c\u9019\u689d\u8def\u4ecd\u662f\u963b\u529b\u6700\u5c0f\u7684\u8def\uff1b\u82e5 Fed \u52d5\u6416\u6558\u4e8b\uff0c\u9019\u4e9b\u76f8\u540c\u7684\u540d\u5b57\u6703\u662f\u7b2c\u4e00\u6ce2\u53bb\u98a8\u96aa\u7684\u6a19\u7684\u2014\u2014\u4e5f\u662f\u56de\u6a94\u5b63\u7bc0\u4f86\u81e8\u6642\u7b2c\u4e00\u6279\u88ab\u8cb7\u56de\u7684\u80a1\u7968\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u5728\u5229\u7387\u964d\u606f\u671f\u5f85\u4e0b\uff0c\u6295\u8cc7\u4eba\u504f\u597d\u4eba\u5de5\u667a\u6167\u3001\u73fe\u91d1\u6d41\u8207\u4e45\u671f\uff0c\u79d1\u6280\u5de8\u982d NVDA\u3001AAPL\u3001MSFT\u3001GOOGL \u8207 AMZN \u56e0\u6b64\u4e3b\u5c0e\u5e02\u5834\uff1aNvidia \u4ea4\u6613\u91cf\u9818\u5148\uff0cApple \u88ab\u8996\u70ba\u9632\u79a6\u6027\u6210\u9577\u80a1\uff0cMicrosoft \u5c55\u73fe AI \u5546\u696d\u5316\u80fd\u529b\uff0cAlphabet \u9762\u81e8\u7372\u5229\u4e86\u7d50\uff0cAmazon …<\/p>\n","protected":false},"author":50,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[425],"tags":[675,784],"class_list":["post-606403","post","type-post","status-publish","format-standard","hentry","category-companies-zh-hant","tag--zh-hant","tag-784"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/606403","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\/50"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=606403"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/606403\/revisions"}],"predecessor-version":[{"id":606414,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/606403\/revisions\/606414"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=606403"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=606403"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=606403"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}