{"id":611392,"date":"2025-12-23T05:07:47","date_gmt":"2025-12-23T13:07:47","guid":{"rendered":"https:\/\/nai500.com\/?p=611392"},"modified":"2025-12-23T05:07:47","modified_gmt":"2025-12-23T13:07:47","slug":"10-18","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/12\/10-18\/","title":{"rendered":"10 \u6a94\u4e2d\u570b\u80a1\u7968\u642d\u4e0a\u65b0\u7684\u5275\u65b0\u5730\u5716"},"content":{"rendered":"

\u4e2d\u570b\u5354\u8abf\u6027\u7684\u5275\u65b0\u63a8\u52d5\u6b63\u5f9e\u9010\u57ce\u8a66\u9ede\u8f49\u5411\u5340\u57df\u6027\u898f\u6a21\uff0c\u4e26\u4e14\u5177\u6709\u53ef\u6295\u8cc7\u6027\u3002\u96a8\u8457 Beijing-Tianjin-Hebei\u3001\u9577\u4e09\u89d2\u8207 Greater Bay Area \u73fe\u5728\u4ee5\u6574\u5408\u7684\u79d1\u6280\u8207\u88fd\u9020\u7cfb\u7d71\u904b\u4f5c\uff0c\u570b\u5bb6\u6b63\u628a\u653f\u7b56\u96c4\u5fc3\u8f49\u5316\u70ba\u751f\u7522\u529b\u3001\u51fa\u53e3\u8207\u73fe\u91d1\u6d41\u3002\u6700\u65b0\u6578\u64da\u986f\u793a\uff0c\u4e2d\u570b\u57ce\u5e02\u73fe\u5728\u4f54\u5168\u7403\u524d\u5341\u5927\u79d1\u5b78\u6a1e\u7d10\u7684\u4e00\u534a\u4ee5\u4e0a\uff0c\u800c\u5317\u4eac\u4ecd\u7136\u5c45\u9996\u3002\u9019\u662f AI\u3001\u96fb\u52d5\u8eca\u3001\u96fb\u6c60\u3001\u7269\u6d41\u8207\u6d88\u8cbb\u8005\u7db2\u8def\u7b49\u4e00\u7cfb\u5217\u65b0\u8d0f\u5bb6\u7684\u80cc\u666f\u3002<\/p>\n

\u5354\u8abf\u5275\u65b0\u6a1e\u7d10\u91cd\u5851\u8a08\u7b97\u65b9\u5f0f<\/h3>\n

\u6545\u4e8b\u4e0d\u518d\u53ea\u662f\u5317\u4eac\u3002\u4e09\u5927\u8d85\u7d1a\u7fa4\u805a\u6b63\u5728\u540c\u6b65\u5be6\u9a57\u5ba4\u3001\u5de5\u5ee0\u3001\u878d\u8cc7\u8207\u8de8\u5883\u5546\u696d\u5316\u3002Jing-Jin-Ji \u5efa\u7acb\u4e86 14 \u500b\u5275\u65b0\u5e73\u53f0\u8207 7 \u500b\u570b\u5bb6\u5148\u9032\u88fd\u9020\u6a1e\u7d10\uff0c\u4ee5\u4e2d\u95dc\u6751\u7684\u4e00\u7ad9\u5f0f\u670d\u52d9\u70ba\u6838\u5fc3\uff0c\u5c07\u65b0\u5275\u5f9e\u8cc7\u672c\u8207\u7814\u7a76\u9023\u63a5\u8d77\u4f86\uff0c\u751a\u81f3\u7121\u9700\u96e2\u958b \u96c4\u5b89\u3002\u9577\u4e09\u89d2\u628a\u4e0a\u6d77\u8207\u6c5f\u8607\u3001\u6d59\u6c5f\u3001\u5b89\u5fbd\u9023\u7d50\uff0c\u73fe\u5728\u627f\u8f09\u8d85\u904e 30% \u7684\u4e2d\u570b\u9ad8\u79d1\u6280\u4f01\u696d\uff0c\u4e26\u64c1\u6709\u4e00\u500b\u8207 200 \u591a\u6240\u570b\u5167\u5916\u5927\u5b78\u53ca\u8fd1 600 \u5bb6\u9818\u5148\u4f01\u696d\u5408\u4f5c\u7684\u570b\u5bb6\u7d1a\u5353\u8d8a\u4e2d\u5fc3\u3002\u5357\u90e8\u7684\u5927\u7063\u5340\u8a08\u6709 9 \u500b\u91cd\u5927\u79d1\u6280\u57fa\u790e\u8a2d\u65bd\u5c08\u6848\u8207 31 \u500b\u806f\u5408\u5be6\u9a57\u5ba4\uff0c\u5118\u7ba1\u53ea\u5360\u4e2d\u570b\u571f\u5730\u9762\u7a4d\u4e0d\u8db3 0.6%\uff0c\u4f46\u7522\u51fa\u7d04\u5360\u5168\u570b GDP \u7684\u4e5d\u5206\u4e4b\u4e00\u3002\u9019\u5c31\u662f\u653f\u7b56\u5354\u8abf\u8907\u5229\u5316\u70ba\u7522\u696d\u7522\u51fa\u7684\u5be6\u4f8b\u3002<\/p>\n

\u5f9e\u653f\u7b56\u8a2d\u8a08\u5230\u53ef\u6295\u8cc7\u7684\u898f\u6a21<\/h3>\n

\u5317\u4eac\u5df2\u6307\u5c0e\u5f9e\u55ae\u4e00\u57ce\u5e02\u51a0\u8ecd\u5411\u5317\u4eac\u3001\u4e0a\u6d77\u8207 GBA \u7684\u7fa4\u805a\u5f0f\u5275\u65b0\u4e2d\u5fc3\u8f49\u8b8a\u3002\u9019\u6539\u8b8a\u4e86\u6295\u8cc7\u4eba\u7684\u5206\u6bcd\uff1a\u4f9b\u61c9\u93c8\u7e2e\u77ed\u3001\u5546\u696d\u5316\u9031\u671f\u58d3\u7e2e\uff0c\u898f\u6a21\u6548\u61c9\u66f4\u5feb\u53cd\u6620\u5728\u640d\u76ca\u8868\u4e0a\uff0c\u4e5f\u64f4\u5927\u4e86\u8996\u91ce\u3002\u4e2d\u570b\u73fe\u5728\u7d04\u5360\u5168\u7403\u5ee3\u544a\u5e02\u5834\u7684\u4e94\u5206\u4e4b\u4e00\u3001\u77ed\u5f71\u7247\u5e73\u53f0\u6b63\u5728\u6253\u9020\u6709\u50f9\u503c\u7684\u5168\u7403\u54c1\u724c\uff0c\u800c\u5148\u9032\u88fd\u9020\u5546\u7684\u51fa\u53e3\u6b63\u5275\u65b0\u9ad8\u3002\u5927\u578b\u80a1\u6b63\u5728\u70ba AI \u8207\u6676\u7247\u6295\u5165\u5de8\u984d\u7814\u767c\uff0c\u800c\u6a5f\u5668\u4eba\u8207\u751f\u7269\u88fd\u9020\u7684\u65b0\u5275\u5247\u63a5\u5165\u5340\u57df\u5e73\u53f0\uff0c\u5f9e\u539f\u578b\u52a0\u901f\u5230\u5de5\u5ee0\u3002\u7d50\u679c\u662f\u5177\u5099\u4e16\u754c\u7d1a\u5de5\u7a0b\u80fd\u529b\u8207\u5168\u7403\u7d1a\u5206\u92b7\u7684\u516c\u53f8\u7ba1\u7dda\u3002<\/p>\n

\u73fe\u5728\u8981\u95dc\u6ce8\u7684\u4e2d\u570b\u80a1\u7968\u5341\u5927\u91cd\u9ede<\/h3>\n

1) Alibaba Group 9988.HK, BABA\uff1a\u5728 AI \u6539\u5584\u641c\u5c0b\u3001\u5546\u5bb6\u5de5\u5177\u8207\u7269\u6d41\u4e0b\uff0c\u71df\u6536\u5e74\u589e 8% \u81f3\u4eba\u6c11\u5e63 2,802 \u5104\u5143\uff0c\u6de8\u5229 489 \u5104\u5143\u3002\u91cc\u7a0b\u7891\uff1a\u96f2\u539f\u751f AI \u670d\u52d9\u6b63\u6df1\u5165 Taobao-Tmall\uff1b\u5168\u7403\u5f71\u97ff\uff1aAliExpress \u6301\u7e8c\u64f4\u5927\u4e2d\u570b\u4e2d\u5c0f\u4f01\u696d\u7684\u8de8\u5883\u89f8\u53ca\u3002<\/p>\n

2) Tencent 0700.HK\uff1aWeChat \u7684\u591a\u8ecc\u751f\u614b\u7cfb\u7d71\u6db5\u84cb\u901a\u8a0a\u3001\u652f\u4ed8\u3001\u5c0f\u7a0b\u5e8f\u96f6\u552e\u8207\u5ee3\u544a\u3002\u91cc\u7a0b\u7891\uff1a\u8de8\u5883\u9322\u5305\u63a5\u53d7\u5ea6\u6b63\u5728\u64f4\u5c55\u81f3\u4e9e\u6d32\u8207\u6b50\u6d32\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u904a\u6232\u7279\u8a31\u7d93\u71df\u8207\u96f2\u7aef\u670d\u52d9\u5c07\u4e2d\u570b\u7684 IP \u8207\u57fa\u790e\u8a2d\u65bd\u898f\u6a21\u5316\u8f38\u51fa\u3002<\/p>\n

3) Meituan 3690.HK\uff1a\u5df2\u5728\u57ce\u5e02\u7269\u6d41\u555f\u52d5\u4e94\u516c\u91cc\u7bc4\u570d\u7684\u7121\u4eba\u6a5f\u914d\u9001\uff0c\u5305\u542b\u60e1\u52a3\u5929\u5019\u4f5c\u696d\u3002\u91cc\u7a0b\u7891\uff1a\u5728\u5bc6\u96c6\u5e02\u5340\u5efa\u7acb\u9996\u500b\u5927\u898f\u6a21\u57ce\u5e02\u7121\u4eba\u6a5f\u914d\u9001\u7db2\u7d61\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u53ef\u51fa\u53e3\u81f3\u65b0\u8208\u5e02\u5834\u7684\u672b\u7aef\u81ea\u52d5\u5316\u63d0\u4f9b\u85cd\u5716\u3002<\/p>\n

4) XPeng 9868.HK, XPEV\uff1a\u5728 2025 \u5e74 6 \u6708\u516c\u5e03\u81ea\u7814\u7684 Turing AI \u6676\u7247\u8207\u5177 60 \u591a\u500b\u95dc\u7bc0\u3001200 \u5ea6\u81ea\u7531\u5ea6\u7684\u4eba\u5f62\u6a5f\u5668\u4eba Iron\u3002\u91cc\u7a0b\u7891\uff1a\u81ea\u88fd\u77fd\u7247\u964d\u4f4e\u6210\u672c\u4e26\u512a\u5316\u81ea\u99d5\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u4e2d\u570b\u7684 ADAS \u8edf\u786c\u9ad4\u5806\u758a\u6b63\u6210\u70ba\u6de8\u51fa\u53e3\u5546\u54c1\u3002<\/p>\n

5) BYD 1211.HK, 002594.SZ\uff1a\u5782\u76f4\u6574\u5408\u7684\u96fb\u52d5\u8eca\u9818\u5c0e\u8005\uff0c\u6b63\u64f4\u5c55\u65bc\u4e9e\u6d32\u3001\u6b50\u6d32\u8207\u62c9\u4e01\u7f8e\u6d32\u7684\u92b7\u552e\u3002\u91cc\u7a0b\u7891\uff1a\u52a0\u901f\u5168\u7403\u7d93\u92b7\u8207\u7d44\u88dd\u8db3\u8de1\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u63a8\u52d5\u4e2d\u570b\u4f54\u5168\u7403 EV \u92b7\u91cf\u7d04\u4e09\u5206\u4e4b\u4e8c\u8207\u8fd1\u4e09\u5206\u4e4b\u4e00\u4e58\u7528\u8eca\u51fa\u53e3\u3002<\/p>\n

6) NIO NIO, 9866.HK\uff1a\u6253\u9020\u9ad8\u7aef\u96fb\u52d5\u8eca\u4e26\u71df\u904b\u4e2d\u570b\u6700\u5927\u7684\u63db\u96fb\u7db2\u7d61\u3002\u91cc\u7a0b\u7891\uff1a\u4ee5\u63db\u96fb\u4f5c\u70ba\u670d\u52d9\u7e2e\u77ed\u5145\u96fb\u6642\u9593\u4e26\u63d0\u5347\u8eca\u8f1b\u5229\u7528\u7387\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u4f9b\u96fb\u7db2\u53d7\u9650\u7684\u5e02\u5834\u63d0\u4f9b\u5dee\u7570\u5316\u5145\u96fb\u89e3\u6c7a\u65b9\u6848\u3002<\/p>\n

7) CATL 300750.SZ\uff1a\u4ee5\u88dd\u6a5f\u5bb9\u91cf\u8a08\u7b97\u7684\u5168\u7403\u6700\u5927\u96fb\u52d5\u8eca\u96fb\u6c60\u751f\u7522\u5546\u3002\u91cc\u7a0b\u7891\uff1a\u63a8\u9032\u6b21\u4e16\u4ee3\u96fb\u82af\u7684\u9ad8\u901a\u91cf\u751f\u7522\uff0c\u8d70\u5411\u66f4\u4f4e\u6210\u672c\u3001\u5feb\u5145\u96fb\u6c60\u7d44\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u5728\u4e09\u5927\u6d32\u70ba OEM \u7684\u96fb\u6c23\u5316\u8def\u7dda\u5716\u63d0\u4f9b\u9328\u5b9a\u3002<\/p>\n

8) SMIC 0981.HK, 688981.SH\uff1a\u4e2d\u570b\u9818\u5148\u7684\u6676\u5713\u4ee3\u5de5\u5ee0\uff0c\u6b63\u5728\u64f4\u5145\u7522\u80fd\u4ee5\u670d\u52d9 AI \u52a0\u901f\u5668\u3001\u9023\u7db2\u8207\u96fb\u6e90\u7ba1\u7406\u6676\u7247\u3002\u91cc\u7a0b\u7891\uff1a\u8207\u5340\u57df\u7fa4\u805a\u7d81\u5b9a\u7684\u65b0\u7522\u7dda\u63d0\u5347\u570b\u5167\u97cc\u6027\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u4e3b\u6d41\u88fd\u7a0b\u7bc0\u9ede\u62d3\u5bec\u4f9b\u61c9\u57fa\u5ea7\u3002<\/p>\n

9) LONGi Green Energy 601012.SH\uff1a\u5168\u7403\u9802\u5c16\u7684\u9ad8\u6548\u7387\u592a\u967d\u80fd\u6a21\u7d44\u4f9b\u61c9\u5546\u3002\u91cc\u7a0b\u7891\uff1a\u6301\u7e8c\u7684\u8cc7\u672c\u652f\u51fa\u6295\u5165\u9ad8\u6027\u80fd\u6676\u5713\u8207\u6a21\u7d44\uff0c\u978f\u56fa\u6210\u672c\u9818\u5148\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u5c07\u5927\u578b\u96fb\u7ad9\u592a\u967d\u80fd\u5e36\u5230\u65b0\u8208\u5e02\u5834\u53ef\u878d\u8cc7\u7684\u50f9\u683c\u9ede\u3002<\/p>\n

10) PDD Holdings PDD\uff1a\u8de8\u5883\u5e02\u96c6 Temu \u4ee5\u9577\u4e09\u89d2\u70ba\u4f9b\u61c9\u93c8\u6a1e\u7d10\uff0c\u52a0\u901f\u5168\u7403\u6ef2\u900f\u3002\u91cc\u7a0b\u7891\uff1a\u5feb\u901f\u6524\u958b\u5546\u5bb6\u5165\u99d0\u8207\u7269\u6d41\u6574\u5408\u964d\u4f4e\u55ae\u4f4d\u6210\u672c\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u5728\u6578\u5341\u500b\u570b\u5bb6\u70ba\u5927\u773e\u5546\u54c1\u91cd\u8a2d\u50f9\u683c\u767c\u73fe\u6a5f\u5236\u3002<\/p>\n

AI\u3001\u6a5f\u5668\u4eba\u8207\u6d88\u8cbb\u8005\u7db2\u8def\u6b63\u5728\u878d\u5408<\/h3>\n

\u5340\u57df\u7fa4\u805a\u6b63\u5728\u628a\u5be6\u9a57\u5ba4\u8207\u5e73\u53f0\u7d50\u5408\u3002\u5927\u7063\u5340\u512a\u5148\u767c\u5c55\u4f4e\u7a7a\u7d93\u6fdf\u8207\u751f\u7269\u88fd\u9020\uff0c\u5c07 Meituan \u7684\u7121\u4eba\u6a5f\u7a81\u7834\u8207\u65b0\u7684\u6e2c\u8a66\u5e8a\u8207\u7a7a\u57df\u8d70\u5eca\u76f8\u5339\u914d\u3002\u676d\u5dde\u5728 AI \u8207\u6a5f\u5668\u4eba\u9818\u57df\u7684\u300c\u516d\u5c0f\u9f8d\u300d\u2014\u2014\u5f9e Unitree \u8207 DEEP Robotics \u5230 Manycore Tech\u2014\u2014\u9a57\u8b49\u4e86\u9577\u4e09\u89d2\u5728\u6f14\u7b97\u6cd5\u3001\u611f\u6e2c\u5668\u8207\u9a45\u52d5\u5668\u4e0a\u7684\u512a\u52e2\u3002Ant Group \u7684 Zhixiaobao\uff0c\u4f5c\u70ba Alipay \u9019\u500b\u64c1\u6709\u5341\u5104\u7528\u6236\u61c9\u7528\u5167\u7684 AI \u751f\u6d3b\u52a9\u7406\uff0c\u6307\u51fa\u8a2d\u5099\u7aef\u670d\u52d9\u7af6\u8cfd\u5c07\u58d3\u4f4e\u63a8\u8ad6\u6210\u672c\u66f2\u7dda\u3002TikTok \u8207 Douyin \u54c1\u724c\u50f9\u503c\u4e0a\u5347\u81f3\u7d04 1,060 \u5104\u7f8e\u5143\uff0c\u8b49\u5be6\u4e2d\u570b\u7684\u6d88\u8cbb\u8005\u7db2\u8def\u5be6\u529b\u6b63\u5728\u8f49\u5316\u70ba\u5168\u7403\u54c1\u724c\u6b0a\u76ca\u3002\u7d50\u5408 Tencent \u7684\u5ee3\u544a\u901a\u8def\u8207 Kuaishou \u7684\u793e\u4ea4\u5546\u52d9\uff0c\u9019\u4e5f\u6709\u52a9\u65bc\u89e3\u91cb\u4e2d\u570b\u5360\u5168\u7403\u5ee3\u544a\u5e02\u5834 20% \u7684\u539f\u56e0\u3002<\/p>\n

\u96fb\u52d5\u8eca\u3001\u96fb\u6c60\u8207\u592a\u967d\u80fd\u652f\u6490\u51fa\u53e3\u52d5\u80fd<\/h3>\n

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