{"id":625996,"date":"2026-03-17T03:17:09","date_gmt":"2026-03-17T10:17:09","guid":{"rendered":"https:\/\/nai500.com\/?p=625996"},"modified":"2026-03-17T03:17:09","modified_gmt":"2026-03-17T10:17:09","slug":"8-ai-7","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/03\/8-ai-7\/","title":{"rendered":"8 \u4e2d\u56fd\u6676\u7247\u8207 AI \u80a1\u8fce\u4f86 7 \u5948\u7c73\u9806\u98a8"},"content":{"rendered":"

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\u66f4\u6df1\u539a\u7684\u88fd\u9020\u9663\u5bb9\u6210\u5f62<\/h3>\n

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\u70ba\u4f55\u9019\u5c0d\u5168\u7403\u6295\u8cc7\u8005\u91cd\u8981<\/h3>\n

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– \u83ef\u8679\u534a\u5c0e\u9ad4 (1347.HK)\uff1a\u50ac\u5316\u5291\u8c50\u5bcc\u3002\u5176\u4ee3\u5de5\u6676\u7247\u90e8\u9580\u6b63\u5728\u516d\u5ee0\u6e96\u5099 7 \u5948\u7c73\u7522\u51fa\uff0c\u4e26\u900f\u904e\u63a7\u80a1\u4ea4\u6613\u6574\u5408\u83ef\u529b\uff0c\u540c\u6642\u52df\u8cc7 75.6 \u5104\u4eba\u6c11\u5e63\u9032\u884c\u5347\u7d1a\u3002\u65b0\u805e\u62ab\u9732\u5f8c\u80a1\u50f9\u4e0a\u6f32 12%\uff0c\u986f\u793a\u5e02\u5834\u6b63\u5728\u70ba\u5148\u9032\u7bc0\u9ede\u9078\u9805\u5b9a\u50f9\u3002\u91cc\u7a0b\u7891\uff1a\u65bc 2024\u20132025 \u5e74\u5f9e 28 \u5948\u7c73\u4ee5\u4e0a\u904e\u6e21\u5230 7 \u5948\u7c73\u7d1a\u539f\u578b\u3002<\/p>\n

– Semiconductor Manufacturing International Corp (0981.HK; 688981.SH)\uff1a\u4e2d\u570b\u65e2\u6709\u7684\u5148\u9032\u7bc0\u9ede\u6a1e\u7d10\u3002\u4f7f\u7528 DUV \u6d78\u6c92\u5f0f\u88fd\u7a0b\u751f\u7522 7 \u5948\u7c73\u7d1a\u6676\u7247\u3002\u96d6\u7136\u826f\u7387\u88ab\u6307\u51fa\u662f\u6311\u6230\uff0c\u4f46 SMIC \u70ba\u570b\u5167\u5148\u9032\u908f\u8f2f\u63d0\u4f9b\u57fa\u672c\u7dda\uff0c\u4e26\u70ba\u751f\u614b\u7cfb\u5e36\u4f86\u5b78\u7fd2\u66f2\u7dda\u3002\u5168\u7403\u5f71\u97ff\uff1a\u964d\u4f4e\u4e2d\u570b\u9700\u6c42\u5c0d\u5883\u5916 7 \u5948\u7c73\u7684\u55ae\u9ede\u4f9d\u8cf4\u3002<\/p>\n

– Huawei (Private)\uff1a\u7cfb\u7d71\u6574\u5408\u8005\u8207 IP \u5f15\u64ce\u3002\u71df\u904b\u904d\u53ca 170 \u591a\u570b\uff0c\u83ef\u70ba\u63d0\u4f9b 5G \u57fa\u790e\u8a2d\u65bd\u3001\u7d42\u7aef\u8207 AI \u6846\u67b6\uff0c\u53ef\u5728\u898f\u6a21\u4e0a\u5438\u7d0d\u570b\u7522\u77fd\u7247\u3002\u91cc\u7a0b\u7891\uff1a2023\u20132024 \u5e74\u9ad8\u968e\u667a\u6167\u578b\u624b\u6a5f\u7684\u5feb\u901f\u56de\u6b78\u8207\u5728\u96fb\u4fe1\u8a2d\u5099\u7684\u9818\u5c0e\u5730\u4f4d\uff0c\u7acb\u5373\u70ba\u5728\u5cb8\u904b\u7b97\u8207\u57fa\u983b\u6676\u7247\u5e36\u4f86\u62c9\u52d5\u3002<\/p>\n

– Biren Technology (Private)\uff1a\u4e2d\u570b\u7684\u9ad8\u6548\u80fd GPU \u8a2d\u8a08\u8005\u3002\u81ea 2023 \u5e74\u88ab\u5217\u5165\u7f8e\u570b\u8cbf\u6613\u9ed1\u540d\u55ae\u4e26\u5931\u53bb\u5c0d TSMC \u7684\u5b58\u53d6\u5f8c\uff0cBiren \u6b63\u5728\u83ef\u529b\u7684 7 \u5948\u7c73\u7522\u7dda\u4e0a\u5b8c\u6210\u6d41\u7247\u3002\u91cc\u7a0b\u7891\uff1a\u5728\u5cb8\u6d41\u7247\u91cd\u5efa\u4e86\u8a13\u7df4\u8207\u63a8\u8ad6\u52a0\u901f\u5668\u67b6\u69cb\u8fed\u4ee3\u7684\u8def\u5f91\uff0c\u652f\u6490\u570b\u5167 AI \u80fd\u529b\u3002<\/p>\n

– \u767e\u5ea6 (BIDU; 9888.HK)\uff1a\u4ee5 AI \u70ba\u5148\u7684\u4e92\u806f\u7db2\u5e73\u53f0\uff0c\u64c1\u6709\u65e5\u76ca\u58ef\u5927\u7684\u96f2\u7aef\u8207\u81ea\u52d5\u99d5\u99db\u5806\u758a\u3002\u5e02\u503c\u7d04 1,220 \u5104\u7f8e\u5143\uff0c\u767e\u5ea6\u5c07\u53d7\u76ca\u65bc\u66f4\u5bc6\u96c6\u4e14\u5177\u6210\u672c\u6548\u76ca\u7684\u570b\u5167\u904b\u7b97\u4f9b\u7d66\uff0c\u4ee5\u64f4\u5c55\u751f\u6210\u5f0f AI \u8207\u7121\u4eba\u8eca\u8a66\u9ede\u3002\u5168\u7403\u5f71\u97ff\uff1a\u96a8\u8457\u6676\u7247\u4f86\u6e90\u53ef\u9810\u6e2c\uff0c\u4e2d\u570b\u7684\u81ea\u99d5\u8207\u96f2\u7aef AI \u5c0d\u65b0\u8208\u5e02\u5834\u7684\u51fa\u53e3\u5c07\u6539\u5584\u3002<\/p>\n

– \u9a30\u8a0a (0700.HK)\uff1a\u5168\u7403\u6700\u5927\u904a\u6232\u4f9b\u61c9\u5546\u8207\u793e\u5a92\u96f2\u7aef\u5de8\u982d\u3002\u5e02\u503c\u63a5\u8fd1 5,940 \u5104\u7f8e\u5143\u3002\u63a8\u8ad6\u3001\u63a8\u85a6\u5f15\u64ce\u8207\u904a\u6232\u7269\u7406\u904b\u7b97\u7684\u9700\u6c42\u4f7f\u5f97\u904b\u7b97\u53ef\u7528\u6027\u8b8a\u5f97\u91cd\u8981\u3002\u91cc\u7a0b\u7891\uff1a\u591a\u5143\u5316\u71df\u6536\u8207\u8d85\u7d1a\u61c9\u7528\u898f\u6a21\u610f\u5473\u8457\u9a30\u8a0a\u53ef\u6210\u70ba\u570b\u7522\u52a0\u901f\u5668\u7684\u65e9\u671f\u4e14\u7a69\u5b9a\u8cb7\u5bb6\u3002<\/p>\n

– \u963f\u91cc\u5df4\u5df4\u96c6\u5718 (BABA; 9988.HK)\uff1a\u96f2\u7aef\u8207\u96fb\u5546\u7684\u69d3\u687f\u3002\u570b\u969b\u96fb\u5546\u5e74\u5ea6\u6210\u9577 36%\uff0c\u986f\u793a\u8de8\u5883\u5be6\u529b\u3002\u5176\u5167\u90e8\u6676\u7247\u90e8\u9580 T-Head \u8207\u9f90\u5927\u7684\u5546\u5bb6\u7db2\u7d61\u540c\u6642\u63d0\u4f9b\u8a2d\u8a08\u4eba\u624d\u8207\u53ef\u9077\u79fb\u81f3\u570b\u7522\u77fd\u7247\u7684\u5de5\u4f5c\u8ca0\u8f09\u3002\u5168\u7403\u5f71\u97ff\uff1a\u964d\u4f4e AI \u55ae\u4f4d\u6210\u672c\u53ef\u64f4\u5c55 Alibaba Cloud \u5728\u6771\u5357\u4e9e\u8207\u4e2d\u6771\u7684\u5e02\u5360\u3002<\/p>\n

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