{"id":612225,"date":"2025-12-30T06:20:34","date_gmt":"2025-12-30T14:20:34","guid":{"rendered":"https:\/\/nai500.com\/?p=612225"},"modified":"2025-12-30T06:20:34","modified_gmt":"2025-12-30T14:20:34","slug":"ai-nvda-pltr-tsla-amd-smci","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/12\/ai-nvda-pltr-tsla-amd-smci\/","title":{"rendered":"AI \u5e36\u52d5\u4ea4\u6613\u71b1\u6f6e\uff1aNVDA\u3001PLTR\u3001TSLA\u3001AMD\u3001SMCI"},"content":{"rendered":"

\u83ef\u723e\u8857\u4e00\u624b\u76ef\u8457 Fed \u6703\u8b70\u8a18\u8981\uff0c\u53e6\u4e00\u624b\u5247\u6309\u8457 AI \u6cb9\u9580\u3002\u671f\u8ca8\u8d70\u5e73\u5e36\u6709\u6de1\u7136\uff0c\u4f46\u76e4\u4e2d\u4ea4\u6295\u7531 AI \u65cf\u7fa4\u652a\u52d5\u5927\u90e8\u5206\u6d3b\u6c34\u3002Nvidia \u885d\u904e\u4e0b\u4e00\u500b\u8d85\u5927\u578b\u5e02\u503c\u9580\u6abb\uff0c\u800c\u8f03\u5ee3\u6cdb\u7684\u79d1\u6280 ETF \u5c0f\u5e45\u56de\u843d\uff0c\u80fd\u6e90\u5247\u5c0f\u5e45\u4e0a\u63da\u3002\u9019\u5c31\u662f\u5e02\u5834\u7576\u524d\u7684\u4ea4\u6613\u908f\u8f2f\uff1a\u8cb7\u4f3a\u670d\u5668\uff0c\u79df\u8010\u5fc3\u3002<\/p>\n

\u5728 Fed \u6703\u8b70\u8a18\u8981\u903c\u8fd1\u6642\uff0c\u79d1\u6280\u8207 AI \u80a1\u9818\u8dd1\u76e4\u9762<\/h3>\n

\u904e\u53bb\u516b\u5c0f\u6642\u5c31\u50cf\u4e00\u5834\u4ee5 AI \u70ba\u4e3b\u7684\u7279\u8f2f\uff0c\u5b8f\u89c0\u53ea\u662f\u6696\u5834\u3002Nvidia \u7684\u5e02\u503c\u5728\u53e6\u4e00\u6ce2\u8cc7\u6599\u4e2d\u5fc3\u9700\u6c42\u6d6a\u6f6e\u4e2d\u8e8d\u5347\u81f3\u7f55\u898b\u9ad8\u5ea6\uff0c\u9019\u7a2e\u9700\u6c42\u80fd\u628a\u8cc7\u672c\u652f\u51fa\u9810\u7b97\u8b8a\u6210\u7af6\u722d\u6b66\u5668\u3002\u5118\u7ba1\u6709\u982d\u689d\u6232\u78bc\uff0c\u79d1\u6280\u677f\u584a\u8868\u73fe\u76f8\u5c0d\u9632\u5b88\uff0c\u5ee3\u6cdb\u79d1\u6280 ETF \u5c0f\u5e45\u8d70\u5f31\uff0c\u6295\u8cc7\u4eba\u6d88\u5316\u6578\u6708\u6f32\u5e45\u3002\u80fd\u6e90\u56e0\u539f\u6cb9\u56de\u5f48\u800c\u8d70\u9ad8\uff0c\u63d0\u9192\u5927\u5bb6\u901a\u81a8\u5c1a\u672a\u6d88\u5931\uff0c\u53ea\u662f\u5728\u4f11\u606f\u3002\u5982\u679c\u4f60\u60f3\u627e\u660e\u78ba\u65b9\u5411\u6027\u8da8\u52e2\uff0c\u53ef\u80fd\u6703\u88ab\u6253\u5230\u6688\u982d\u8f49\u5411\uff1b\u5982\u679c\u4f60\u5c0b\u627e\u6d41\u52d5\u6027\uff0cAI \u7c43\u5b50\u662f\u7b54\u6848\u3002<\/p>\n

\u4eca\u65e5 AI \u91cd\u9ede\u500b\u80a1<\/h3>\n

1) Nvidia (NVDA) \u2014 $4 \u5146\u4fe1\u865f\uff0c\u800c\u975e\u96dc\u97f3<\/h3>\n

\u7126\u9ede\u5f88\u7c21\u55ae\uff1aAI \u57fa\u790e\u8a2d\u65bd\u4ecd\u4e3b\u5c0e\u6210\u9577\u6558\u4e8b\uff0cNvidia \u525b\u4ee5\u6210\u70ba\u9996\u5bb6\u5e02\u503c\u7a81\u7834 $4 \u5146\u7684\u6676\u7247\u88fd\u9020\u5546\uff0c\u70ba\u6b64\u6558\u4e8b\u518d\u7acb\u91cc\u7a0b\u7891\u3002\u4ea4\u6613\u8005\u628a NVDA \u7576\u4f5c\u5e02\u5834\u7684 AI \u4ee3\u7406\uff0c\u5b83\u5c31\u9019\u6a23\u88ab\u8cb7\u8ce3\uff0c\u65e2\u662f\u52d5\u80fd\u5de5\u5177\u4e5f\u662f\u4e0d\u60f3\u932f\u904e\u4e0b\u4e00\u6ce2\u884c\u60c5\u7684\u907f\u96aa\u3002\u76e4\u4e2d\u7279\u5fb5\uff1a\u6df1\u5ea6\u6d41\u52d5\u6027\u3001\u96d9\u5411\u63a8\u529b\uff0c\u4e0b\u8dcc\u6642\u6709\u5805\u633a\u9700\u6c42\uff0c\u56e0\u70ba\u8cc7\u672c\u652f\u51fa\u8cb7\u76e4\u6545\u4e8b\u4ecd\u5728\u3002\u6295\u8cc7\u4eba\u7d50\u8ad6\uff1a\u9818\u5c0e\u5730\u4f4d\u5f9e\u4f86\u4e0d\u4fbf\u5b9c\uff0c\u5728\u9019\u9ad8\u5ea6\u4e0b\u6bcf\u6b21\u96f2\u7aef\u8cc7\u672c\u652f\u51fa\u66f4\u65b0\u8207\u4f9b\u61c9\u93c8\u6aa2\u67e5\u90fd\u8b8a\u6210\u4e8c\u5143\u4e8b\u4ef6\u3002\u90e8\u4f4d\u5927\u5c0f\u5f88\u91cd\u8981\uff0c\u56e0\u70ba\u5b8c\u7f8e\u5df2\u88ab\u50f9\u683c\u5316\uff0c\u4f46\u53ea\u8981\u8d85\u5927\u96f2\u7aef\u696d\u8005\u9084\u628a\u52a0\u901f\u5668\u7576\u6c27\u6c23\u4e0b\u55ae\uff0c\u963b\u529b\u6700\u5c0f\u7684\u8def\u5f91\u4ecd\u662f\u5411\u4e0a\uff0c\u6ce2\u52d5\u6027\u5c31\u662f\u901a\u884c\u8cbb\u3002<\/p>\n

2) Palantir (PLTR) \u2014 AI \u8edf\u9ad4\u5bf5\u5152\u8003\u9a57\u4fe1\u5f92<\/h3>\n

\u4eca\u65e5\u7684\u95dc\u6ce8\u4f86\u81ea\u73fe\u5be6\u6aa2\u9a57\u800c\u975e\u51f1\u65cb\uff0c\u80a1\u50f9\u5728\u8fd1\u671f\u8d85\u984d\u8868\u73fe\u5f8c\u56de\u5410\uff0c\u4e14\u982d\u689d\u5c07\u65e9\u671f\u5f48\u5347\u63cf\u7e6a\u70ba\u66c7\u82b1\u4e00\u73fe\u3002\u516c\u53f8\u4ecd\u7d81\u5728\u4f01\u696d AI \u652f\u51fa\u8ecc\u8de1\u4e0a\uff0c\u4f46\u76e4\u9762\u5728\u8861\u91cf\u5408\u7d04\u7bc0\u594f\u8207\u5229\u6f64\u7387\u662f\u5426\u914d\u5f97\u4e0a\u9ad8\u4f30\u503c\u6642\u91cb\u51fa\u300c\u8b93\u6211\u770b\u898b\u300d\u7684\u8a0a\u865f\u3002\u4ea4\u6613\u5448\u4fee\u6b63\u614b\u52e2\uff0c\u8ce3\u65b9\u5728\u5f37\u52e2\u6642\u51fa\u8ca8\uff0c\u52d5\u80fd\u8cc7\u91d1\u8f49\u5411\u786c\u9ad4\u8d0f\u5bb6\u3002\u6295\u8cc7\u4eba\u7d50\u8ad6\uff1aPalantir \u4ecd\u662f\u982d\u90e8\u7684 AI \u8edf\u9ad4\u6545\u4e8b\uff0c\u4f46\u5fc5\u9808\u628a\u92b7\u552e\u7ba1\u7dda\u8f49\u5316\u70ba\u53ef\u7372\u5229\u6210\u9577\uff0c\u624d\u80fd\u8b49\u660e\u5176\u6ea2\u50f9\u5408\u7406\u3002\u82e5\u4f60\u76f8\u4fe1\u591a\u5e74\u63a1\u7528\u66f2\u7dda\uff0c\u56de\u6a94\u53ef\u662f\u6a5f\u6703\uff0c\u4f46\u52d9\u5fc5\u7dad\u6301\u505c\u640d\u7d00\u5f8b\u2014\u2014\u6b64\u540d\u6703\u653e\u5927\u6574\u9ad4 AI \u8cc7\u91d1\u8f2a\u52d5\uff0c\u4e0a\u4e0b\u7686\u7136\u3002<\/p>\n

3) Tesla (TSLA) \u2014 \u96fb\u6c60\u5305\u8207 AI \u4e4b\u9593<\/h3>\n

Tesla \u56e0\u4e0d\u5229\u56e0\u7d20\u5438\u5f15\u6ce8\u610f\uff0c\u80a1\u50f9\u6ed1\u843d\uff0c\u5373\u4fbf\u76e4\u521d\u8a9e\u6c23\u66fe\u6697\u793a\u5f48\u5347\u3002\u63a8\u62c9\u4ecd\u820a\uff1a\u96fb\u52d5\u8eca\u9700\u6c42\u8207\u5229\u6f64\u58d3\u529b\uff0c\u8207\u516c\u53f8\u5be7\u9858\u4f60\u805a\u7126\u7684\u81ea\u52d5\u99d5\u99db\u8207 AI \u6558\u4e8b\u76f8\u4e92\u78b0\u649e\u3002\u76e4\u4e2d\u4ea4\u6613\u504f\u91cd\uff0c\u65e9\u76e4\u5f37\u52e2\u906d\u8ce3\u58d3\u51fa\u6e05\uff0c\u6d41\u52d5\u6027\u96c6\u4e2d\u5728\u8fd1\u6708\u9078\u64c7\u6b0a\uff0c\u80a1\u50f9\u50cf\u662f\u79d1\u6280\u98a8\u96aa\u7684\u69d3\u687f\u3002\u6295\u8cc7\u4eba\u7d50\u8ad6\uff1a\u5148\u6c7a\u5b9a\u4f60\u64c1\u6709\u54ea\u7a2e Tesla\u3002\u5982\u679c\u4f60\u770b\u5b83\u662f\u8eca\u5ee0\uff0c\u4f60\u5728\u627f\u64d4\u50f9\u683c\u6b0a\u3001\u5229\u6f64\u9632\u5b88\u8207\u4ea4\u8eca\uff1b\u5982\u679c\u4f60\u770b\u5b83\u662f AI \u5e73\u53f0\uff0c\u4f60\u5728\u62bc\u6ce8\u8edf\u9ad4\u62bd\u6210\u7387\u8207\u81ea\u99d5\u6642\u9593\u8868\u4e0a\u7684\u57f7\u884c\uff0c\u800c\u9019\u4e9b\u6642\u9593\u8868\u5e38\u5e38\u5ef6\u5b95\u3002\u7121\u8ad6\u54ea\u7a2e\uff0c\u52d9\u5fc5\u8b93\u5009\u4f4d\u5927\u5c0f\u914d\u5408\u6ce2\u52d5\uff0c\u9019\u53ef\u4e0d\u662f\u4e58\u5ba2\u8eca\u3002<\/p>\n

4) Advanced Micro Devices (AMD) \u2014 \u5feb\u901f\u8ffd\u96a8\u8005\uff0c\u771f\u6b63\u6709\u6a5f\u6703\u5f97\u5206<\/h3>\n

AMD \u4eca\u65e5\u7684\u52d5\u80fd\u4f86\u81ea\u9760\u8fd1\u300c\u9020\u738b\u8005\u4ea4\u6613\u300d\u7684\u5730\u4f4d\u3002\u96a8\u8457\u8d85\u5927\u96f2\u7aef\u696d\u8005\u5728\u52a0\u901f\u5668\u4f9b\u61c9\u4e0a\u591a\u5143\u5316\uff0cAMD \u7684 MI300 \u6558\u4e8b\u4ecd\u662f\u6700\u6e05\u6670\u7684\u300c\u7b2c\u4e8c\u4f86\u6e90\u300dAI \u8ced\u6ce8\u3002\u8a72\u80a1\u8207 Nvidia \u540c\u983b\uff0c\u5438\u5f15\u4e86\u5f9e AI \u786c\u9ad4\u677f\u584a\u8f2a\u52d5\u7684\u8cc7\u91d1\uff0c\u4e14\u88ab\u7528\u4f5c\u8f03\u9ad8\u8c9d\u5854\u7684\u8868\u9054\u3002\u4ea4\u6613\u7279\u5fb5\u662f\u7d93\u5178\u7684\u52d5\u80fd\u76f8\u9130\u53cd\u61c9\uff1a\u5c0d\u4efb\u4f55 NVDA \u982d\u689d\u5feb\u901f\u53cd\u61c9\uff0c\u9078\u64c7\u6b0a\u8208\u8da3\u5f37\u70c8\uff0c\u8cb7\u65b9\u5728\u76e4\u4e2d\u5f31\u52e2\u6642\u8a66\u63a2\u3002\u6295\u8cc7\u4eba\u7d50\u8ad6\uff1aAMD \u7684\u4e0a\u884c\u53d6\u6c7a\u65bc\u5c07\u5df2\u5ba3\u4f48\u7684\u52dd\u5229\u8f49\u70ba\u78ba\u8a8d\u71df\u6536\u4e26\u5728 AI \u4f3a\u670d\u5668\u7d44\u5408\u4e0a\u62c9\u5347\u6642\u5b88\u4f4f\u6bdb\u5229\u3002\u6ce8\u610f\u8d85\u5927\u96f2\u7aef\u696d\u8005\u7684\u8a55\u8ad6\u8207\u4ea4\u671f\u8da8\u52e2\u2014\u2014\u6bcf\u4e00\u500b\u90e8\u7f72\u7684\u589e\u91cf\u8b49\u64da\u90fd\u6703\u7e2e\u5c0f\u4f30\u503c\u5dee\u8ddd\uff0c\u4f46\u5931\u8aa4\u6703\u906d\u5230\u61f2\u7f70\u3002<\/p>\n

5) Super Micro Computer (SMCI) \u2014 AI \u4f3a\u670d\u5668\u7684\u6ce2\u52d5\u6027\u62bd\u7a05\u6a5f<\/h3>\n

SMCI \u5438\u5f15\u76ee\u5149\uff0c\u662f\u56e0\u70ba AI \u6a5f\u6ac3\u8207\u5ba2\u88fd\u4f3a\u670d\u5668\u8a02\u55ae\u9700\u6c42\u4ecd\u7136\u5f37\u52c1\uff0c\u6bcf\u4e00\u7b46\u4f86\u81ea AI \u5efa\u7f6e\u7684\u589e\u91cf\u8a02\u55ae\u90fd\u6703\u628a\u5b83\u62c9\u56de\u982d\u689d\u3002\u9019\u80a1\u662f AI \u57fa\u790e\u8a2d\u65bd\u60c5\u7dd2\u7684\u7c97\u7cd9\u6307\u6a19\uff1a\u7576\u76e4\u9762\u8ffd\u9010 GPU \u6642\uff0cSMCI \u6210\u70ba\u4e0b\u6e38\u7684\u9ad8\u8c9d\u5854\u63e1\u624b\u3002\u76e4\u4e2d\u7279\u5fb5\u523b\u610f\u654f\u611f\uff0c\u570d\u7e5e\u982d\u689d\u51fa\u73fe\u5287\u70c8\u6ce2\u52d5\uff0c\u4e14\u505a\u5e02\u5546\u5728\u77ed\u671f\u9078\u64c7\u6b0a\u7684\u5009\u4f4d\u653e\u5927\u4e86\u8d70\u52e2\u3002\u6295\u8cc7\u4eba\u7d50\u8ad6\uff1aSMCI \u5c0d\u57f7\u884c\u9ad8\u5ea6\u654f\u611f\u3002\u7522\u80fd\u64f4\u5f35\u3001\u4f86\u81ea GPU \u5927\u5ee0\u7684\u5143\u4ef6\u53ef\u5f97\u6027\u8207\u8a02\u88fd\u51fa\u8ca8\u7d44\u5408\u6703\u5de6\u53f3\u6bdb\u5229\u3002\u5982\u679c\u4f60\u8981\u69d3\u687f\u62bc\u6ce8 AI \u4f3a\u670d\u5668\uff0c\u9019\u88e1\u6709\uff0c\u4f46\u4e5f\u6709\u90e8\u4f4d\u98a8\u96aa\u2014\u2014\u8981\u70ba\u7a7a\u6a94\u505a\u597d\u898f\u5283\u3002<\/p>\n

AI \u63d0\u4f9b\u6d41\u52d5\u6027\uff0c\u80fd\u6e90\u63d0\u9192\u901a\u81a8\u4ecd\u5b58\u6d3b<\/h3>\n

\u7576 AI \u65cf\u7fa4\u58df\u65b7\u6ce8\u610f\u529b\u6642\uff0c\u80fd\u6e90\u677f\u584a\u9ed8\u9ed8\u4e0a\u6f32\uff0c\u56e0\u539f\u6cb9\u7a69\u5b9a\u4f7f\u4e3b\u8981\u80fd\u6e90 ETF \u4e0a\u63da\u3002\u9019\u662f\u5b8f\u89c0\u7684\u4e00\u500b\u6e05\u695a\u8a0a\u865f\uff1a\u82e5\u6cb9\u50f9\u4e0d\u914d\u5408\uff0c\u8edf\u8457\u9678\u6d3e\u4ecd\u9762\u81e8\u8cc7\u672c\u6210\u672c\u554f\u984c\uff0c\u800c Fed \u6703\u8b70\u8a18\u8981\u4e0d\u592a\u53ef\u80fd\u5728\u4e00\u4efd PDF \u88e1\u4e00\u6b21\u6027\u6539\u8b8a\u9019\u9ede\u3002\u79d1\u6280\u5728\u677f\u584a\u5c64\u7d1a\u7684\u5c0f\u5e45\u4e0b\u6ed1\u5c0d\u6bd4\u8d85\u5927\u578b\u80a1\u982d\u689d\u7684\u4e0a\u6f32\uff0c\u5448\u73fe\u665a\u5468\u671f\u9818\u5c0e\u5e38\u898b\u7684\u6a23\u8c8c\u2014\u2014\u72f9\u7a84\u3001\u6602\u8cb4\u4e14\u5c0d\u5931\u671b\u5bb9\u5fcd\u5ea6\u4f4e\u3002<\/p>\n

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

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