{"id":616271,"date":"2026-01-21T04:31:01","date_gmt":"2026-01-21T12:31:01","guid":{"rendered":"https:\/\/nai500.com\/?p=616271"},"modified":"2026-01-21T04:31:01","modified_gmt":"2026-01-21T12:31:01","slug":"nflx-nvda-tsla-aapl-amzn","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/01\/nflx-nvda-tsla-aapl-amzn\/","title":{"rendered":"NFLX \u4e0b\u632b\uff0cNVDA TSLA \u76e4\u4e2d\u4ea4\u6295\u6d3b\u8e8d\uff1bAAPL \u5c0f\u5e45\u8d70\u5f31\uff0cAMZN \u4e0a\u6f32"},"content":{"rendered":"<p>\u8ca1\u5831\u5b63\u7d42\u65bc\u958b\u59cb\u9732\u51fa\u7259\u9f52\u3002Netflix \u5728\u76e4\u5f8c\u6210\u70ba\u7126\u9ede\uff0c\u4f46\u4e0d\u662f\u597d\u539f\u56e0\uff1b\u540c\u6642 AI \u8207\u5927\u578b\u6210\u9577\u80a1\u7fa4\u9ad4\u5982\u5e38\u5438\u8d70\u6d41\u52d5\u6027\u3002\u822a\u7a7a\u8207\u5de5\u696d\u80a1\u4e5f\u6709\u8868\u73fe\uff0c\u4f46\u7576\u65e5\u6700\u91cd\u7684\u6210\u4ea4\u91cf\u96c6\u4e2d\u5728\u79d1\u6280\u3001\u6d88\u8cbb\u5e73\u53f0\u8207\u4efb\u4f55\u6709\u6f14\u7b97\u6cd5\u7684\u516c\u53f8\u3002<\/p>\n<h3>1) Netflix (NFLX) \u2014 \u4e32\u6d41\u6210\u9577\u9047\u4e0a\u4f75\u8cfc\u73fe\u5be6<\/h3>\n<p>\u4eca\u65e5\u95dc\u6ce8\u539f\u56e0\uff1a\u96a8\u8457\u6295\u8cc7\u4eba\u4ee5 Netflix \u5c0d Warner Bros. Discovery \u7684\u51fa\u50f9\u4f86\u6aa2\u8996\u7b2c\u56db\u5b63\u7d50\u679c\uff0c\u80a1\u50f9\u5728\u76e4\u5f8c\u4e0b\u8dcc\u8d85\u904e 4%\u3002\u516c\u53f8\u6c7a\u5b9a\u52a0\u901f\u5167\u5bb9\u652f\u51fa\u4e26\u66ab\u505c\u5eab\u85cf\u80a1\u56de\u8cfc\uff0c\u8b93\u539f\u672c\u8cc7\u672c\u8f15\u7684\u4e32\u6d41\u5bf5\u5152\u4e00\u591c\u4e4b\u9593\u8b8a\u6210\u5e1d\u570b\u5efa\u8a2d\u8005\uff0c\u6539\u5beb\u4e86\u4f30\u503c\u908f\u8f2f\u3002\u8ca1\u5831\u6578\u5b57\u8868\u9762\u4e0d\u5dee\uff1a\u7a00\u91cb\u6bcf\u80a1\u76c8\u9918 0.56 \u7f8e\u5143 vs. \u4f30\u503c 0.55 \u7f8e\u5143\uff0c\u71df\u6536 120 \u5104\u7f8e\u5143 vs. \u9810\u4f30 119.6 \u5104\u7f8e\u5143\uff0c\u4f46\u6558\u4e8b\u5df2\u6539\u8b8a\u3002\u4ea4\u6613\u7279\u5fb5\uff1a\u76e4\u5f8c\u51fa\u73fe\u5927\u91cf\u6210\u4ea4\u4e26\u5feb\u901f\u91cd\u65b0\u5b9a\u50f9\uff0c\u71df\u696d\u5229\u6f64\u7387\u5f9e\u4e0a\u5b63\u7684 28.2% \u8dcc\u81f3 24.5%\uff0c\u5c0d\u672a\u4f86\u6307\u5f15 32.1% \u7565\u4f4e\u65bc\u5e02\u5834\u671f\u5f85\u3002\u95dc\u9375\u7d50\u8ad6\uff1a\u6210\u9577\u4ecd\u5728\uff0c\u4f46\u56de\u8cfc\u66fe\u652f\u6490\u4f30\u503c\uff0c\u591a\u9918\u7684\u6c27\u6c23\u88ab\u62bd\u8d70\u3002\u9019\u5c07\u662f\u4e00\u500b\u300c\u8b49\u660e\u7d66\u6211\u770b\u300d\u7684\u4e00\u5e74\uff0c\u57f7\u884c\u5fc5\u9808\u8dd1\u8d0f\u6574\u5408\u98a8\u96aa\u8207\u66f4\u9ad8\u7684\u652f\u51fa\u66f2\u7dda\u3002<\/p>\n<h3>2) Nvidia (NVDA) \u2014 AI \u8cc7\u91d1\u6d41\u7684\u5f15\u64ce\u4e0d\u9858\u964d\u6eab<\/h3>\n<p>\u4eca\u65e5\u95dc\u6ce8\u539f\u56e0\uff1a\u7a69\u5b9a\u7684 AI \u9700\u6c42\u8a0e\u8ad6\u8207\u4f9b\u61c9\u93c8\u7dda\u7d22\u8b93 NVDA \u6210\u70ba\u6bcf\u500b\u5b8f\u89c0\u5c0d\u8a71\u7684\u6838\u5fc3\u3002\u5373\u4fbf\u9031\u908a\u4f9b\u61c9\u5546\u4e5f\u5728\u50b3\u905e\u5f37\u52c1\u8a0a\u865f\u2014\u2014TE Connectivity \u5c31\u5c0d AI \u5de5\u5177\u9700\u6c42\u7d66\u51fa\u6a02\u89c0\u770b\u6cd5\u2014\u2014\u9019\u4e9b\u8de1\u8c61\u901a\u5e38\u6709\u52a9\u65bc\u9a57\u8b49\u8cc7\u6599\u4e2d\u5fc3\u7684\u8a02\u55ae\u9031\u671f\u3002\u4ea4\u6613\u7279\u5fb5\uff1a\u80a1\u50f9\u4e0a\u6f32 0.28% \u81f3 182.31 \u7f8e\u5143\uff0c\u7d04\u6709 4.33 \u5104\u7f8e\u5143\u7684\u6210\u4ea4\u91cf\uff0c\u6309\u5176\u6a19\u6e96\u4f86\u8aaa\u5c6c\u65bc\u5b89\u975c\u7684\u4e00\u5929\uff0c\u4f46\u986f\u793a\u8cb7\u65b9\u5f9e\u672a\u96e2\u5834\u3002\u80a1\u50f9\u6301\u7e8c\u4e0a\u884c\u7684\u52d5\u80fd\u4f86\u81ea\u65bc\u5c62\u5c62\u51fa\u73fe\u7684\u8b49\u64da\uff1a\u63a8\u7406\u63a8\u7b97\uff08inference\uff09\u6b63\u8ffd\u4e0a\u8a13\u7df4\uff08training\uff09\uff0c\u6d88\u8cbb\u9762\u5f9e\u8d85\u5927\u898f\u6a21\u5ba2\u6236\u62d3\u5c55\u81f3\u66f4\u5ee3\u6cdb\u7684\u8cb7\u5bb6\u3002\u95dc\u9375\u7d50\u8ad6\uff1a\u53ea\u8981\u8cc7\u672c\u652f\u51fa\u8a08\u756b\u7dad\u6301\u3001\u800c\u751f\u614b\u7cfb\u7d71\u6578\u64da\u7a69\u56fa\uff0c\u5e02\u5834\u6703\u6301\u7e8c\u734e\u52f5 AI \u5806\u758a\u7684\u73fe\u91d1\u7522\u751f\u8005\u3002\u98a8\u96aa\u4e26\u975e\u9700\u6c42\u5d29\u76e4\uff0c\u800c\u662f\u4efb\u4f55\u986f\u793a\u5229\u6f64\u7387\u88ab\u58d3\u7e2e\u6216\u4f9b\u61c9\u56de\u6b78\u6b63\u5e38\u5316\uff0c\u5f9e\u800c\u9650\u5236\u50f9\u683c\u6b0a\u529b\u7684\u8a0a\u865f\u3002<\/p>\n<h3>3) Tesla (TSLA) \u2014 \u96fb\u52d5\u8eca\u6ce2\u52d5\u6027\u8207\u5145\u8db3\u6d41\u52d5\u6027<\/h3>\n<p>\u4eca\u65e5\u95dc\u6ce8\u539f\u56e0\uff1a\u5728\u6d88\u8cbb\u8207\u79d1\u6280\u4ea4\u53c9\u7684\u8a0e\u8ad6\u4e2d\uff0cTesla \u4ecd\u5c45\u6838\u5fc3\u4f4d\u7f6e\uff0c\u56e0\u70ba\u96fb\u52d5\u8eca\u7af6\u722d\u529b\u3001\u8edf\u9ad4\u9644\u52a0\u503c\u8207\u5132\u80fd\u6558\u4e8b\u4e92\u76f8\u8f03\u52c1\u3002\u96d6\u7121\u65b0\u50ac\u5316\u5291\uff0c\u4f46\u8cc7\u91d1\u6e67\u52d5\u5f9e\u672a\u505c\u6b62\u3002\u4ea4\u6613\u7279\u5fb5\uff1a\u80a1\u50f9\u4e0a\u6f32 0.65% \u81f3 427.91 \u7f8e\u5143\uff0c\u7d04\u6709 4.28 \u5104\u7f8e\u5143\u6210\u4ea4\uff0c\u5178\u578b\u7684 Tesla \u884c\u60c5\u2014\u2014\u76e4\u4e2d\u5728\u7a84\u5e45\u5340\u9593\u5167\u5076\u6709\u7206\u767c\u3002\u8a72\u516c\u53f8\u4ecd\u50cf\u662f\u98a8\u96aa\u504f\u597d\u8207\u6563\u6236\u53c3\u8207\u5ea6\u7684\u5b8f\u89c0\u4ee3\u7406\u4eba\uff0c\u7576\u5176\u4ed6\u677f\u584a\u7121\u52d5\u975c\u6642\uff0c\u5176\u81ea\u7136\u6210\u70ba\u8cc7\u91d1\u78c1\u5438\u3002\u95dc\u9375\u7d50\u8ad6\uff1a\u60c5\u7dd2\u7684\u97ad\u6253\u662f\u5e38\u614b\uff0c\u800c\u975e\u98a8\u96aa\u3002\u5c0d\u4ea4\u6613\u8005\u800c\u8a00\uff0c\u5c0a\u91cd\u5176\u6d41\u52d5\u6027\u8207\u6ce2\u52d5\u5340\u9593\u3002\u5c0d\u6295\u8cc7\u8005\u800c\u8a00\uff0c\u6545\u4e8b\u7684\u6210\u6557\u53d6\u6c7a\u65bc\u80fd\u5426\u7dad\u6301\u8edf\u9ad4\u6bdb\u5229\u6558\u4e8b\u4e26\u5728\u66f4\u53d7\u95dc\u7a05\u8207\u50f9\u683c\u654f\u611f\u7684 EV \u5e02\u5834\u4e2d\u4fdd\u885b\u55ae\u4f4d\u7d93\u6fdf\u3002<\/p>\n<h3>4) Apple (AAPL) \u2014 \u5de8\u578b\u5e02\u503c\u98a8\u5411\u6a19\u77ed\u66ab\u5598\u606f<\/h3>\n<p>\u4eca\u65e5\u95dc\u6ce8\u539f\u56e0\uff1aApple \u7684\u4e0b\u6ed1\u63d0\u9192\u5927\u5bb6\uff0c\u96d6\u7136\u5e02\u5834\u5bec\u5ea6\u53ef\u80fd\u5728\u300c\u6539\u5584\u300d\uff0c\u4f46\u5e02\u5834\u4ecd\u5927\u91cf\u7e5e\u904e Cupertino\uff08\u5eab\u6bd4\u8482\u8afe\uff09\u3002\u672c\u5b63\u5728\u88dd\u7f6e\u7aef AI\u3001\u4e2d\u570b\u9700\u6c42\u8207\u670d\u52d9\u6536\u5165\u4f54\u6bd4\u90fd\u88ab\u653e\u5728\u653e\u5927\u93e1\u4e0b\u6aa2\u8996\uff0c\u6bcf\u500b\u57fa\u9ede\u7684\u5229\u6f64\u90fd\u50cf\u662f\u5728\u5c0d\u4e0b\u4e00\u4ee3 iPhone \u9031\u671f\u6295\u7968\u3002\u4ea4\u6613\u7279\u5fb5\uff1a\u80a1\u50f9\u4e0b\u8dcc 1.16% \u81f3 255.22 \u7f8e\u5143\uff0c\u7d04\u6709 123.5 \u5104\u7f8e\u5143\u7684\u6210\u4ea4\u984d\u2014\u2014\u4ee5\u4efb\u4f55\u8861\u91cf\u6a19\u6e96\u4f86\u8aaa\u90fd\u662f\u6975\u5ea6\u6df1\u539a\u7684\u5e02\u5834\u2014\u2014\u986f\u793a\u8cc7\u91d1\u5728\u8f2a\u52d5\uff0c\u800c\u975e\u5931\u53bb\u652f\u6301\u3002\u7121\u7206\u70b8\u6027\u65b0\u805e\uff0c\u53ea\u662f\u7576\u8ca1\u5831\u5b63\u958b\u59cb\u8b8a\u5f97\u771f\u5be6\u6642\uff0c\u5e38\u898b\u7684\u6230\u8853\u6027\u964d\u98a8\u96aa\u52d5\u4f5c\u3002\u95dc\u9375\u7d50\u8ad6\uff1aApple \u4ecd\u7136\u662f\u88ab\u52d5\u8cc7\u91d1\u6d41\u7684\u738b\u8005\uff0c\u4e14\u56e0\u4e00\u81f4\u6027\u800c\u4eab\u6709\u6ea2\u50f9\u3002\u5982\u679c\u670d\u52d9\u6210\u9577\u6301\u7a69\u4e14\u88dd\u7f6e\u7aef AI \u529f\u80fd\u9806\u5229\u63a8\u51fa\uff0c\u56de\u6a94\u6703\u88ab\u5b88\u4f4f\u3002\u82e5\u5169\u8005\u51fa\u73fe\u52d5\u6416\uff0c\u80a1\u50f9\u5c31\u6703\u50cf\u5e36\u6709\u6210\u9577\u6ea2\u50f9\u7684\u50b5\u5238\u4ee3\u7406\u4eba\u90a3\u6a23\u4ea4\u6613\uff0c\u800c\u5728\u5be6\u8cea\u6536\u76ca\u7387\u4e0a\u5347\u7684\u884c\u60c5\u4e2d\uff0c\u9019\u6703\u6210\u70ba\u554f\u984c\u3002<\/p>\n<h3>5) Amazon (AMZN) \u2014 \u96f2\u7aef\u518d\u6b21\u88dc\u8cbc\u96f6\u552e\u5546\u696d\u6a21\u5f0f<\/h3>\n<p>\u4eca\u65e5\u95dc\u6ce8\u539f\u56e0\uff1a\u96fb\u5b50\u5546\u52d9\u7684\u97cc\u6027\u8207 AWS \u7684 AI \u9818\u822a\u6301\u7e8c\u8b93 Amazon \u6210\u70ba\u8cb7\u65b9\u540d\u55ae\u4e0a\u7684\u5e38\u5ba2\u3002\u6d88\u8cbb\u6027\u8cc7\u91d1\u50be\u5411\u6d41\u5165\u5c0d\u7269\u6d41\u8207\u96f2\u7aef\u6709\u9ad8\u5ea6\u71df\u904b\u69d3\u687f\u7684\u5e73\u53f0\u80a1\uff0c\u5118\u7ba1\u5b8f\u89c0\u8a0a\u865f\u6df7\u96dc\uff0cAmazon \u7684\u591a\u89d2\u5316\u4ecd\u662f\u6210\u9577\u7d93\u7406\u4eba\u7684\u5b89\u5fc3\u6bef\u3002\u4ea4\u6613\u7279\u5fb5\uff1a\u80a1\u50f9\u4e0a\u6f32 0.41% \u81f3 231.94 \u7f8e\u5143\uff0c\u7d04\u6709 20.16 \u5104\u7f8e\u5143\u6210\u4ea4\uff0c\u70ba\u4e00\u500b\u6709\u5e8f\u4f46\u4ecd\u53cd\u6620\u7a69\u5b9a\u6de8\u9700\u6c42\u7684\u4ea4\u6613\u65e5\u3002\u9032\u5165\u8ca1\u5831\u7684\u5e03\u5c40\u50cf\u662f\u719f\u6089\u7684\u5287\u672c\u2014\u2014\u96f6\u552e\u5229\u6f64\u7387\u7de9\u6b65\u63d0\u5347\u3001\u5ee3\u544a\u6210\u9577\u7a69\u5b9a\uff0cAWS \u8a02\u55ae\u52d5\u5411\u5c45\u65bc\u7126\u9ede\u3002\u95dc\u9375\u7d50\u8ad6\uff1a\u62bc\u6ce8\u908f\u8f2f\u7c21\u55ae\u2014\u2014\u96f2\u7aef\u8b8a\u73fe\u52a0\u4e0a\u5ee3\u544a\u5f15\u64ce\u518d\u52a0\u4e0a\u7269\u6d41\u898f\u6a21\u7b49\u65bc\u5229\u6f64\u7684\u53ef\u9078\u64c7\u6027\u3002\u53ea\u8981 AWS \u8207 AI 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