{"id":626257,"date":"2026-03-18T00:59:16","date_gmt":"2026-03-18T07:59:16","guid":{"rendered":"https:\/\/nai500.com\/?p=626257"},"modified":"2026-03-18T00:59:16","modified_gmt":"2026-03-18T07:59:16","slug":"iren-crwv-mara-meta-nebius","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/03\/iren-crwv-mara-meta-nebius\/","title":{"rendered":"IREN\u3001CRWV\u3001MARA \u5728 Meta\u2011Nebius \u5e36\u52d5\u4e0b\u9818\u6f32\u65b0\u96f2\u6f6e"},"content":{"rendered":"

\u65b0\u96f2\u80a1\u518d\u5ea6\u72c2\u98c6\u3002\u50f9\u503c 270 \u5104\u7f8e\u5143\u7684 Meta\u2011Nebius \u4f9b\u61c9\u5354\u8b70\uff0c\u5c07\u9031\u672b\u7684\u8b20\u8a00\u5834\u8b8a\u6210\u9031\u4e00\u7684\u8cb7\u76e4\uff0cAI \u8a08\u7b97\u4ea4\u6613\u518d\u6b21\u5168\u9762\u767b\u5834\u3002\u7576\u5927\u76e4\u9707\u76ea\u6642\uff0c\u5e02\u5834\u8ffd\u9010\u90a3\u4e9b\u6309\u300c\u82f1\u755d\u300d\u51fa\u79df GPU\u3001\u4e26\u628a\u96fb\u529b\u4f7f\u7528\u6b0a\u7576\u4f5c\u6d77\u6ff1\u623f\u5730\u7522\u51fa\u552e\u7684\u6210\u9577\u578b\u516c\u53f8\u3002<\/p>\n

Meta\u2011Nebius \u5354\u8b70\u5f8c\u65b0\u96f2\u6f32\u52e2\u5ef6\u7e8c<\/h3>\n

\u4e0a\u9031\u7576 S&P 500 \u8207 Nasdaq \u5de8\u982d\u8d70\u5f31\u6642\uff0c\u65b0\u96f2\u80a1\u53d7\u5230\u8cb7\u76e4\u652f\u6490\uff1aMarathon Digital \u4e0a\u6f32 16.35%\uff0c\u81f3 9.32 \u7f8e\u5143\uff0cIREN \u4e0a\u6f32 13.30%\uff0c\u81f3 41.58 \u7f8e\u5143\uff0cCoreWeave \u56de\u5347 11.12%\uff0c\u81f3 81.11 \u7f8e\u5143\u3002\u5ef6\u7e8c\u6548\u61c9\u5728\u4eca\u5929\u986f\u73fe\uff0cTeraWulf \u8df3\u5347 13.33%\uff0cNebius \u4e0a\u6f32 12.56%\uff0cCoreWeave \u4e0a\u6f32 6.1%\uff0cIREN \u518d\u589e 8.3%\u3002\u5373\u4fbf\u662f\u8207\u6bd4\u7279\u5e63\u95dc\u806f\u66f4\u6df1\u7684\u7926\u5546 MARA \u4e5f\u8f49\u70ba\u7da0\u71c8\uff0c\u4f46\u6f32\u5e45\u8f03\u5c0f\uff0c\u50c5\u4e0a\u6f32 0.6%\u3002\u8868\u9762\u4e0b\u4ecd\u662f\u540c\u4e00\u4e3b\u984c\uff1aAI \u8a08\u7b97\u4f9b\u61c9\u6709\u9650\u3001\u8d85\u5927\u898f\u6a21\u9700\u6c42\u65fa\u76db\uff0c\u4ee5\u53ca\u7926\u696d\u516c\u53f8\u8f49\u578b\u70ba\u8cc7\u6599\u4e2d\u5fc3\u623f\u6771\uff0c\u5c07\u6578\u5146\u74e6\u79df\u7d66\u51fa\u50f9\u6700\u9ad8\u8005\u3002\u76e4\u524d\u8207\u8a08\u7b97\u76f8\u95dc\u7684\u79d1\u6280\u80a1\u4e5f\u71b1\u7d61\uff0c\u5305\u62ec\u91cf\u5b50\u8207 AI \u985e\u80a1\u5982 D\u2011Wave \u8207 IonQ \u9818\u5148\u65e9\u76e4\u6210\u4ea4\u91cf\uff0c\u800c\u5927\u79d1\u6280\u8207\u96fb\u4fe1\u7684\u76e4\u5f8c\u4ea4\u6295\u986f\u793a\u8cc7\u91d1\u6b63\u5728\u5f9e\u6210\u719f\u80a1\u8f2a\u52d5\u5230\u5be6\u969b\u7a00\u7f3a\u7522\u80fd\u6240\u5728\u3002\u4ee5\u4e0b\u662f\u904e\u53bb\u516b\u5c0f\u6642\u5167\u4e3b\u5c0e\u76e4\u52e2\u7684\u4e94\u6a94\u80a1\u7968\u3002<\/p>\n

1. IREN (IREN) \u2014 \u8cfc\u8cb7 GPU\uff0c\u51fa\u552e\u5bb9\u91cf<\/h3>\n

\u4eca\u65e5\u7126\u9ede\u4f86\u6e90\uff1aIREN \u78ba\u8a8d\u8a02\u8cfc 50,000 \u9846 Nvidia B300 GPU\uff0c\u4f7f\u5176 AI \u8a08\u7b97\u8266\u968a\u9054\u7d04 150,000 \u9846\u6676\u7247\u3002\u7ba1\u7406\u5c64\u4f30\u8a08\uff0c\u82e5\u65bc 2026 \u5e74\u5e95\u5168\u9762\u4e0a\u7dda\uff0c\u5e74\u5316 AI \u96f2\u7aef\u71df\u6536\u53ef\u671b\u8d85\u904e 37 \u5104\u7f8e\u5143\u3002\u4eca\u65e5\u5f37\u52e2\u53cd\u6620\u5e02\u5834\u6295\u7968\u652f\u6301\u300c\u73fe\u5728\u8cb7\u5bb9\u91cf\uff0c\u4ee5\u5f8c\u7a00\u91cb\u300d\u3002\u4ea4\u6613\u8f2a\u5ed3\uff1a\u4e0a\u9031\u80a1\u50f9\u8df3\u5347 13.30% \u81f3 41.58 \u7f8e\u5143\uff0c\u64fa\u812b\u65e9\u524d\u4e00\u6b21\u5e02\u50f9\u589e\u8cc7 60 \u5104\u7f8e\u5143\u7684\u58d3\u529b\uff0c\u4eca\u65e5\u5728 Meta\u2011Nebius \u6d88\u606f\u5e36\u52d5\u4e0b\u518d\u6f32 8.3%\u3002\u6b64\u80a1\u5448\u73fe\u9ad8\u8c9d\u5854\u7684 AI \u57fa\u790e\u5efa\u8a2d\u77ed\u7f3a\u66ff\u4ee3\u54c1\u7279\u6027\uff0c\u6d41\u52d5\u6027\u5145\u6c9b\uff0c\u52d5\u80fd\u4e0d\u53d7\u8fd1\u671f\u73fe\u91d1\u9700\u6c42\u5f71\u97ff\u3002\u95dc\u9375\u8981\u9ede\uff1a\u5728\u7522\u80fd\u53d7\u9650\u7684\u5e02\u5834\uff0c\u8cb7 GPU \u662f\u7b56\u7565\u3002\u554f\u984c\u5728\u65bc\u96fb\u529b\u3001\u6642\u7a0b\u8207\u6bcf\u9846\u6676\u7247\u7684\u6536\u76ca\u7387\u3002\u5982\u679c IREN \u80fd\u6309\u8a08\u756b\u628a\u63a1\u8cfc\u8f49\u63db\u6210\u5be6\u969b\u4e0a\u7dda\u4e26\u80fd\u8b8a\u73fe\u7684\u53e2\u96c6\uff0c\u71df\u6536\u6578\u5b78\u53ef\u4ee5\u8d85\u8d8a\u7a00\u91cb\uff1b\u82e5\u932f\u904e\u64f4\u5f35\uff0c\u500d\u6578\u6703\u5feb\u901f\u58d3\u7e2e\u3002<\/p>\n

2. CoreWeave (CRWV) \u2014 \u4ee5\u8a02\u55ae\u7a4d\u58d3\u70ba\u4fe1\u4ef0\uff0c\u5ffd\u7565\u566a\u97f3<\/h3>\n

\u4eca\u65e5\u7126\u9ede\u4f86\u6e90\uff1aCoreWeave \u4f9d\u7136\u662f\u696d\u754c\u8a02\u55ae\u7a4d\u58d3\u7684\u4ee3\u8a00\u3002\u7b2c\u56db\u5b63\u71df\u6536\u9054 15.72 \u5104\u7f8e\u5143\uff0c\u5e74\u589e 110%\uff0c\u516c\u53f8\u5ba3\u7a31\u6709 668 \u5104\u7f8e\u5143\u7684\u71df\u6536\u8a02\u55ae\u7a4d\u58d3\u3002\u96c6\u9ad4\u8a34\u8a1f\u6a19\u984c\u56de\u6536\u8207\u4e8b\u5148\u898f\u5283\u7684\u5167\u90e8\u4eba\u8ce3\u80a1\u90fd\u672a\u80fd\u52d5\u6416\u6558\u4e8b\u3002\u4ea4\u6613\u8f2a\u5ed3\uff1a\u4e0a\u9031\u56de\u5347 11.12% \u81f3 81.11 \u7f8e\u5143\u5f8c\uff0c\u4eca\u65e5\u518d\u4e0a\u6f32 6.1%\u3002\u5e02\u5834\u8996\u6cd5\u5f8b\u9670\u5f71\u70ba\u914d\u89d2\u3001\u628a\u541e\u5410\u91cf\u7576\u4f5c\u4e3b\u6232\u3002\u8cb7\u65b9\u9858\u610f\u70ba\u898f\u6a21\u3001\u4f9b\u61c9\u93c8\u512a\u5148\u6b0a\u8207\u90e8\u7f72\u901f\u5ea6\u8cb7\u55ae\u3002\u95dc\u9375\u8981\u9ede\uff1a\u7576\u5ba2\u6236\u6e34\u6c42\u8a08\u7b97\u8cc7\u6e90\u6642\uff0c\u8a02\u55ae\u7a4d\u58d3\u52dd\u904e\u8a34\u8a1f\u98a8\u96aa\u3002\u98a8\u96aa\u5728\u65bc\u4f9b\u61c9\u5546\u96c6\u4e2d\u8207\u4ea4\u4ed8\u7bc0\u594f\uff0c\u4f46\u82e5 CoreWeave \u80fd\u6301\u7e8c\u628a\u7a4d\u58d3\u8f49\u70ba\u6301\u7e8c\u5408\u7d04\u71df\u6536\uff08ARR\uff09\u4e14\u7121\u5ef6\u5b95\uff0c\u5e02\u5834\u6703\u6301\u7e8c\u5bec\u5bb9\u566a\u97f3\u3002<\/p>\n

3. MARA Holdings (MARA) \u2014 \u62ab\u8457 AI \u5916\u8863\u7684\u6bd4\u7279\u5e63\u8c9d\u5854<\/h3>\n

\u4eca\u65e5\u7126\u9ede\u4f86\u6e90\uff1a\u4e0a\u9031\u6bd4\u7279\u5e63\u89f8\u53ca\u7d04 70,000 \u7f8e\u5143\uff0c\u52d5\u80fd\u8207\u903c\u7a7a\u63a8\u52d5 MARA \u4e0a\u884c\u3002\u57fa\u672c\u9762\u986f\u793a\u516c\u53f8\u7b2c\u56db\u5b63\u71df\u6536\u843d\u5f8c\uff0c\u70ba 2.023 \u5104\u7f8e\u5143\uff0c\u9810\u671f\u70ba 2.507 \u5104\u7f8e\u5143\uff0c\u6574\u9ad4\u770b\u4f86\u4ecd\u8f03\u50cf\u5e36\u6709\u9078\u64c7\u6b0a\u7684\u7926\u5546\uff0c\u800c\u975e\u7d14\u7cb9\u7684 AI \u8a08\u7b97\u4f9b\u61c9\u5546\u3002\u4eca\u5929\u7684 Meta\u2011Nebius \u5229\u597d\u5728\u6b64\u80a1\u4e0d\u5982\u5728\u5176\u5b83\u80a1\u4f86\u5f97\u5f37\u70c8\u3002\u4ea4\u6613\u8f2a\u5ed3\uff1aMARA \u4e0a\u9031\u9818\u6f32\u8a72\u7fa4\u9ad4\uff0c\u4e0a\u6f32 16.35% \u81f3 9.32 \u7f8e\u5143\uff0c\u5305\u62ec 3 \u6708 13 \u65e5\u7576\u65e5\u76e4\u4e2d\u4e00\u5ea6\u98c6\u5347 13.71%\uff0c\u6536\u76e4\u4ecd\u4e0a\u6f32 6.4%\u3002\u4eca\u65e5\u80a1\u50f9\u7d04\u4e0a\u6f32 0.6%\uff0c\u8868\u73fe\u4e0d\u53ca\u5177\u6709\u66f4\u660e\u78ba AI \u71df\u6536\u4f86\u6e90\u7684\u500b\u80a1\u3002\u5206\u6790\u5e2b\u610f\u898b\u5206\u6b67\uff0c\u7372\u5229\u4fee\u6b63\u504f\u60b2\u89c0\uff0c\u8a55\u7b49\u666e\u904d\u505c\u7559\u5728 Hold\uff0c\u5e73\u5747\u76ee\u6a19\u50f9\u7d04 20 \u7f8e\u5143\u3002\u95dc\u9375\u8981\u9ede\uff1aMARA \u7684\u8d70\u52e2\u8207\u6bd4\u7279\u5e63\u8207\u6574\u9ad4\u884c\u60c5\u76f8\u95dc\uff0c\u800c\u975e\u8a02\u55ae\u7a4d\u58d3\u3002\u5b83\u662f\u7372\u53d6\u52a0\u5bc6\u8ca8\u5e63\u8c9d\u5854\u7684\u4ea4\u6613\u5de5\u5177\uff0c\u9806\u5e36\u505a\u4e9b AI \u884c\u92b7\u3002\u5982\u679c\u4f60\u60f3\u8981 GPU \u51fa\u79df\u6536\u5165\u8207\u6709\u5408\u7d04\u4fdd\u969c\u7684 ARR\uff0c\u8acb\u770b\u5225\u8655\uff1b\u5982\u679c\u4f60\u60f3\u8981\u8207 BTC \u6ce2\u52d5\u6027\u5171\u821e\uff0cMARA \u4ecd\u9069\u5408\u3002<\/p>\n

4. TeraWulf (WULF) \u2014 \u5408\u7d04\u3001\u4fe1\u7528\u652f\u6301\u8207\u64f4\u5f35\u4f01\u5716<\/h3>\n

\u4eca\u65e5\u7126\u9ede\u4f86\u6e90\uff1a\u8463\u4e8b Michael Bucella \u7684\u5167\u90e8\u4eba\u8cb7\u9032\uff0c\u4ee5\u53ca Fortress Investment Group \u8207 Azora Capital \u6700\u65b0\u7684\u6a5f\u69cb\u63ed\u9732\uff0c\u70ba WULF \u5e36\u4f86\u4fe1\u8b7d\u52a0\u5206\u3002KBW \u8207 Morgan Stanley \u7684\u5206\u6790\u5e2b\u91cd\u7533\u770b\u591a\u8a55\u7b49\u4e26\u7d66\u4e88\u9060\u9ad8\u65bc\u7576\u524d\u6c34\u6e96\u7684\u76ee\u6a19\u50f9\u3002\u516c\u53f8\u8868\u793a\u64c1\u6709 522 \u500b\u95dc\u9375 IT \u5146\u74e6\u7684\u5df2\u7c3d\u7d04\u9ad8\u6548\u80fd\u8a08\u7b97\u5bb9\u91cf\uff0c\u4ee5\u53ca\u7d04 128 \u5104\u7f8e\u5143\u7684\u9577\u671f\u5408\u7d04\u71df\u6536\uff0c\u4e14\u6709 Google \u7684\u4fe1\u7528\u589e\u5f37\u652f\u6301\u5e33\u672c\u3002\u4ea4\u6613\u8f2a\u5ed3\uff1aWULF \u4e0a\u9031\u4e0a\u6f32 6.69%\uff0c\u4eca\u65e5\u8868\u73fe\u7a81\u51fa\uff0c\u4e0a\u6f32 13.33% \u81f3 16.63 \u7f8e\u5143\u3002\u5e02\u5834\u5728\u734e\u52f5\u6709\u5be6\u8cea\u5408\u7d04\u8207\u5916\u90e8\u8cc7\u672c\u652f\u6301\u7684\u516c\u53f8\u3002\u95dc\u9375\u8981\u9ede\uff1a\u9019\u662f\u6295\u8cc7\u4eba\u60f3\u6301\u6709\u7684\u7926\u5546\u8f49\u578b\u70ba HPC\uff08\u9ad8\u6548\u80fd\u904b\u7b97\uff09\u7684\u6848\u4f8b\uff1a\u96fb\u529b\u5df2\u9396\u5b9a\u3001\u7522\u80fd\u5df2\u7c3d\u7d04\u3001\u4fe1\u7528\u6709\u52a0\u5f37\u3002\u57f7\u884c\u98a8\u96aa\u4ecd\u5b58\u5728\u2014\u5efa\u7f6e\u5f80\u5f80\u6df7\u4e82\uff0c\u96fb\u529b\u5e02\u5834\u5584\u8b8a\u2014\u4f46\u6709\u5408\u7d04\u57fa\u790e\u52dd\u904e\u50c5\u6709\u7c21\u5831\u7684\u8a08\u756b\u3002<\/p>\n

5. Nebius Group (NBIS) \u2014 \u8d85\u5927\u5ba2\u6236\u7684\u63e1\u624b<\/h3>\n

\u4eca\u65e5\u7126\u9ede\u4f86\u6e90\uff1a\u8207 Meta \u7684 270 \u5104\u7f8e\u5143\u5408\u7d04\u9ede\u71c3\u6574\u500b\u7522\u696d\u3002Nebius \u662f\u6700\u76f4\u63a5\u7684\u53d7\u76ca\u8005\uff0c\u6b64\u6578\u5b57\u978f\u56fa\u4e86\u8d85\u5927\u96f2\u7aef\u5ba2\u6236\u6703\u5728\u4efb\u4f55\u53ef\u5f97\u8655\u5927\u91cf\u79df\u7528\u7522\u80fd\u8207\u7c3d\u5b9a\u689d\u6b3e\u7684\u89c0\u5ff5\u3002\u7ba1\u7406\u5c64\u4f30\u8a08\u76ee\u524d\u5e74\u5316\u71df\u6536\u8dd1\u7387\u7d04 12.5 \u5104\u7f8e\u5143\uff0c\u76ee\u6a19\u5728 2026 \u5e74\u5e95\u9054\u5230 70 \u81f3 90 \u5104\u7f8e\u5143\u3002\u4ea4\u6613\u8f2a\u5ed3\uff1aNBIS \u4eca\u65e5\u5927\u6f32 12.56% \u81f3 127.14 \u7f8e\u5143\uff0c\u56e0\u6d88\u606f\u6d41\u9818\u5148\u65b0\u96f2\u7fa4\u3002\u8a72\u80a1\u88ab\u8996\u70ba\u8d85\u5927\u5ba2\u6236\u9700\u6c42\u7684\u66ff\u4ee3\u6a19\u7684\uff0c\u660e\u986f\u98a8\u96aa\u662f\u5ba2\u6236\u96c6\u4e2d\u8207\u5408\u7d04\u57f7\u884c\u3002\u95dc\u9375\u8981\u9ede\uff1a\u5728 AI \u57fa\u790e\u5efa\u8a2d\u4e2d\uff0c\u5ba2\u6236\u540d\u55ae\u8207\u6676\u7247\u6578\u91cf\u540c\u6a23\u91cd\u8981\u3002\u4ee5 Meta \u4f5c\u70ba\u6a19\u7aff\u4ea4\u6613\u65b9\uff0cNebius \u7372\u5f97\u4e86\u9802\u7d1a\u9a57\u8b49\u3002\u63a5\u4e0b\u4f86\u5fc5\u9808\u6309\u6642\u4ea4\u4ed8\u7522\u80fd\uff0c\u4e26\u5728 GPU \u5e02\u5834\u653e\u9b06\u6642\u634d\u885b\u5229\u6f64\u7387\u3002<\/p>\n

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

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