\u4e2d\u570b\u6700\u65b0\u7684 GPU \u4e0a\u5e02\u5411\u5168\u7403\u5e02\u5834\u50b3\u9054\u4e86\u660e\u78ba\u8a0a\u606f\uff1a\u570b\u5167 AI \u8a08\u7b97\u53ef\u5728\u898f\u6a21\u4e0a\u6210\u70ba\u6295\u8cc7\u6a19\u7684\u3002Moore Threads \u5728\u4e0a\u6d77\u767b\u5834\u6642\u98c6\u5347\u8d85\u904e 420%\uff0c\u70ba\u5275\u8fa6\u4eba Zhang Jianzhong \u5e36\u4f86\u7d04 43 \u5104\u7f8e\u5143\u8ca1\u5bcc\uff0c\u4e26\u70ba\u5fd7\u5728\u8ffd\u9010\u8005\u8a2d\u5b9a\u4e86\u4eba\u6c11\u5e63 2,760 \u5104\u7684\u5e02\u503c\u76ee\u6a19\u3002\u8d85\u984d\u8a8d\u8cfc\u9054\u96f6\u552e\u914d\u552e 2,750 \u500d\uff0c\u4e0d\u50c5\u51f8\u986f\u4e86\u7092\u4f5c\uff0c\u66f4\u986f\u793a\u51fa\u5c0d\u672c\u5730\u77fd\u7247\u3001\u8a13\u7df4\u5e73\u53f0\u8207\u80fd\u9a45\u52d5\u4e2d\u570b\u53ca\u65b0\u8208\u5e02\u5834\u672a\u4f86\u5341\u5e74 AI \u7684\u7cfb\u7d71\u7684\u58d3\u6291\u9700\u6c42\u3002<\/p>\n
IPO \u9707\u6ce2\u91cd\u8a2d\u4e2d\u570b AI \u6676\u7247\u4f30\u503c\uff1aMoore Threads \u662f\u5317\u4eac\u591a\u8f2a\u63a8\u52d5\u79d1\u6280\u81ea\u7acb\u7b56\u7565\u7684\u7522\u7269\uff0c\u5728\u7f8e\u570b\u7ba1\u5236\u4e0b\u9032\u4e00\u6b65\u52a0\u901f\u3002\u8a72\u516c\u53f8\u52df\u5f97\u4eba\u6c11\u5e63 80 \u5104\u7528\u65bc\u4eba\u54e1\u8207\u7814\u767c\uff0c\u4e26\u5831\u544a\u524d\u4e09\u5b63\u92b7\u552e\u5e74\u589e 182% \u81f3\u4eba\u6c11\u5e63 7.846 \u5104\uff0c\u8667\u640d\u6536\u7a84 18.7%\u3002\u4fe1\u5229\u8b49\u5238\uff08Sinolink Securities\uff09\u9810\u8a08\u4e2d\u570b GPU \u5e02\u5834\u5230 2029 \u5e74\u5c07\u64f4\u5f35\u8fd1\u4e5d\u500d\u81f3\u4eba\u6c11\u5e63 1.3 \u5146\uff0c\u7a31 Moore Threads \u70ba\u53d6\u4ee3\u6d77\u5916\u4f9b\u61c9\u5546\u7684\u91cd\u8981\u529b\u91cf\u3002Everbright Securities \u7684 Kenny Ng \u8868\u793a\uff0c\u8a72\u516c\u53f8\u660e\u986f\u53d7\u60e0\u65bc\u570b\u5167\u66ff\u4ee3\u7684\u52e2\u982d\u3002\u9019\u4e9b\u662f\u653f\u7b56\u3001\u9700\u6c42\u8207\u8cc7\u672c\u7684\u4e09\u91cd\u9806\u98a8\u3002<\/p>\n
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AI \u8a08\u7b97\u6b63\u6ea2\u5165\u5be6\u9ad4\u7d93\u6fdf\uff1aGPU \u8207\u5409\u74e6\u7684\u914d\u5c0d\u5df2\u975e\u53ef\u9078\u3002\u6a21\u578b\u6548\u80fd\u6216\u63a8\u7406\u6210\u672c\u6bcf\u63d0\u5347\u4e00\u500b\u767e\u5206\u9ede\uff0c\u90fd\u4f9d\u8cf4\u96fb\u529b\u3001\u7db2\u8def\u8207\u8edf\u9ad4\u5c64\u540c\u6b65\u63a8\u9032\u3002\u9019\u6b63\u662f\u4e2d\u570b\u898f\u6a21\u512a\u52e2\u7684\u8907\u5229\u6240\u5728\u3002\u5b8c\u6574\u7684\u570b\u5167\u4f9b\u61c9\u93c8\u3001\u8d85\u5bc6\u96c6\u7684\u7269\u6d41\u7db2\u7d61\u8207\u5168\u7403\u6700\u5feb\u7684\u57fa\u790e\u5efa\u8a2d\u5efa\u8a2d\u9031\u671f\uff0c\u7e2e\u77ed\u4e86\u8cc7\u6599\u4e2d\u5fc3\u8207\u908a\u7de3\u90e8\u7f72\u7684\u4ea4\u4ed8\u6642\u9593\u3002\u9810\u671f\u5c07\u5feb\u901f\u5efa\u7acb\u91dd\u5c0d\u672c\u571f\u52a0\u901f\u5668\u8abf\u6821\u7684\u570b\u7522\u6846\u67b6\u8207\u7de8\u8b6f\u5668\u3001\u66f4\u5feb\u63a1\u7528\u6db2\u51b7\u6a19\u6e96\uff0c\u4ee5\u53ca\u91dd\u5c0d\u6bcf\u74e6\u6548\u80fd\u9032\u884c\u786c\u9ad4\u8207\u8edf\u9ad4\u5171\u8a2d\u8a08\u3002\u9019\u662f\u53ef\u6295\u8cc7\u7684\u751f\u7522\u529b\u63d0\u5347\uff0c\u800c\u975e\u55ae\u7d14\u7d19\u4e0a\u4f30\u503c\u500d\u6578\u3002<\/p>\n
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