{"id":634150,"date":"2026-04-29T04:35:10","date_gmt":"2026-04-29T11:35:10","guid":{"rendered":"https:\/\/nai500.com\/?p=634150"},"modified":"2026-04-29T04:35:10","modified_gmt":"2026-04-29T11:35:10","slug":"8-2026","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/04\/8-2026\/","title":{"rendered":"8 \u4e2d\u975e\u4eba\u5de5\u667a\u6167\u7db2\u8def\u7684 2026 \u4f48\u5c40"},"content":{"rendered":"

\u83ef\u70ba\u5728\u958b\u7f85\u63a8\u51fa\u5347\u7d1a\u7248\u300c\u661f\u6cb3\u667a\u80fd\u7db2\u8def\u300d\u4e0d\u53ea\u662f\u4e00\u6b21\u7522\u54c1\u767c\u8868\u3002\u5b83\u6a19\u8a8c\u8457\u4e2d\u570b\u6b63\u628a\u5177\u5099\u5b89\u5168\u6027\u8207 AI \u6e96\u5099\u80fd\u529b\u7684\u9023\u63a5\u65b9\u6848\u8f38\u51fa\u5230\u5168\u7403\u6210\u9577\u6700\u5feb\u7684\u57ce\u5e02\u8d70\u5eca\u3002\u5728\u5317\u975e\u3001\u897f\u975e\u8207\u4e2d\u975e\uff0c\u653f\u5e9c\u8207\u9280\u884c\u5feb\u901f\u6578\u4f4d\u5316\uff0c\u73fe\u5728\u7684\u5287\u672c\u5f88\u6e05\u695a\uff1a\u5efa\u69cb\u7121\u640d\u3001\u53ef\u81ea\u52d5\u5316\u3001\u5f9e\u8a2d\u8a08\u4e0a\u5177\u5099\u97cc\u6027\u3001\u7da0\u8272\u8207\u5b89\u5168\u7684\u7db2\u8def\u2014\u2014\u4e26\u4ee5\u4e2d\u570b\u7684\u898f\u6a21\u8207\u6210\u672c\u66f2\u7dda\u4f86\u5b8c\u6210\u3002\u9019\u5177\u6709\u6295\u8cc7\u50f9\u503c\u3002<\/p>\n

\u83ef\u70ba\u7684\u958b\u7f85\u8a0a\u865f\uff1a\u5b89\u5168\u3001\u70ba AI \u6e96\u5099\u7684\u7db2\u8def<\/h3>\n

\u5728\u57c3\u53ca\u8209\u884c\u7684 Huawei Network Summit \u4e0a\uff0c\u83ef\u70ba\u8a73\u8ff0\u4e86\u91dd\u5c0d\u975e\u6d32\u4e0b\u4e00\u6ce2\u7522\u696d\u6578\u4f4d\u5316\u7684\u4e09\u5927\u5347\u7d1a\u652f\u67f1\uff1a\u7da0\u8272\u8d85\u5bec\u983b\u3001\u8cc7\u5b89\u8207\u97cc\u6027\uff0c\u4ee5\u53ca\u7db2\u8def\u81ea\u6cbb\u3002\u5de5\u7a0b\u9762\u52d9\u5be6\uff1a\u6821\u5712\u7d1a\u7121\u7dda\u901f\u7387\u8d85\u8d8a\u73fe\u884c\u8a2d\u5099\u3001\u6297\u6545\u969c\u7684\u8cc7\u6599\u4e2d\u5fc3\u7db2\u8def\u69cb\u67b6\u3001\u5167\u5efa\u65bc\u77fd\u7247\u7684\u5ee3\u57df\u7db2\u9632\u8b77\uff0c\u4ee5\u53ca\u53ef\u5373\u6642\u56de\u61c9\u5a01\u8105\u7684\u81ea\u6cbb SOC\u3002\u8a2d\u8a08\u8ad6\u9ede\u8207\u5317\u4eac\u7684 AI \u7db2\u8def\u8b70\u7a0b\u4e00\u81f4\uff1a\u5728\u4e0d\u907a\u5931\u5c01\u5305\u7684\u60c5\u6cc1\u4e0b\u79fb\u52d5\u904b\u7b97\u8cc7\u6e90\uff0c\u5c07\u611f\u6e2c\u8207\u901a\u8a0a\u878d\u5408\uff0c\u7aef\u5230\u7aef\u4fdd\u8b77\uff0c\u4e26\u6700\u5c0f\u5316\u4eba\u70ba\u4ecb\u5165\u3002\u5c0d\u6295\u8cc7\u4eba\u800c\u8a00\uff0c\u9019\u610f\u5473\u8457\u71df\u904b\u652f\u51fa\u7bc0\u7701\u3001\u7a69\u5b9a\u7684\u4e0a\u7dda\u6642\u9593\uff0c\u4ee5\u53ca\u8b93\u63a8\u8ad6\u5728\u7db2\u8def\u908a\u7de3\u9806\u5229\u4e0a\u8def\u7684\u5e73\u6ed1\u901a\u9053\u3002<\/p>\n

\u7531\u5be6\u9a57\u5ba4\u5230\u5e02\u5834\uff1a\u898f\u6a21\u9047\u4e0a\u5728\u5730\u5316<\/h3>\n

\u83ef\u70ba\u7684\u63a8\u52d5\u6070\u9022\u4e2d\u570b\u4f01\u696d\u91cd\u65b0\u601d\u8003\u62d3\u5c55\u7b56\u7565\u3002\u65b0\u898f\u5247\u662f\u5925\u4f34\u95dc\u4fc2\uff0c\u800c\u975e\u5927\u898f\u6a21\u5efa\u5ee0\u3002\u8207\u90e8\u6703\u3001\u96fb\u4fe1\u696d\u8005\u3001\u9280\u884c\u8207\u5927\u5b78\u5171\u540c\u5efa\u8a2d\uff1b\u6709\u9078\u64c7\u5730\u5728\u5730\u5316\u4f9b\u61c9\u93c8\uff1b\u907f\u514d\u7522\u80fd\u9592\u7f6e\u3002\u5728\u5317\u975e\uff0c\u900f\u904e\u591a\u5e74\u5408\u4f5c\u8207\u5c0d\u5341\u5e74\u5925\u4f34\u7684\u8a8d\u53ef\uff0c\u9019\u4e00\u9ede\u5df2\u53ef\u898b\u7aef\u502a\u3002\u9019\u4e0d\u662f\u6148\u5584\uff1b\u800c\u662f\u98a8\u96aa\u7ba1\u7406\u3002\u5728\u5730\u5408\u5efa\u5206\u6563\u4e86\u653f\u6cbb\u8207\u5916\u532f\u98a8\u96aa\uff0c\u540c\u6642\u9328\u5b9a\u751f\u614b\u7cfb\u2014\u2014\u571f\u6728\u5de5\u7a0b\u3001\u9435\u5854\u3001\u5149\u7e96\u3001\u96fb\u529b\u3001\u71df\u904b\u2014\u2014\u4ee5\u78ba\u4fdd\u7db2\u8def\u80fd\u6301\u4e45\u5b58\u5728\u3002\u9019\u4e5f\u662f\u5728\u65b0\u8208\u5e02\u5834\u8d8a\u4f86\u8d8a\u5e38\u898b\u7684\u7bc4\u672c\uff1a\u5229\u76ca\u5171\u4eab\u7684\u793e\u7fa4\uff0c\u800c\u975e\u77ed\u66ab\u7684\u8f38\u51fa\u3002\u5176\u7d50\u679c\u662f\u66f4\u5805\u56fa\u7684\u5546\u696d\u8b77\u57ce\u6cb3\uff0c\u4ee5\u53ca\u5c0d\u9700\u8981\u53ef\u9760\u8cc7\u6599\u79fb\u52d5\u7684\u4f01\u696d\u63d0\u4f9b\u66f4\u4f73\u7684\u670d\u52d9\u54c1\u8cea\u3002<\/p>\n

\u70ba\u4f55\u9019\u5c0d\u4f01\u696d\u9700\u6c42\u91cd\u8981<\/h3>\n

\u975e\u6d32\u7684 AI \u6642\u523b\u662f\u52d9\u5be6\u7684\uff0c\u800c\u975e\u7406\u8ad6\u5316\u3002\u9280\u884c\u9700\u8981\u8a50\u6b3a\u5075\u6e2c\u8207\u5c0d\u8a71\u578b\u4ee3\u7406\uff1b\u6e2f\u53e3\u9700\u8981\u81ea\u52d5\u5316\u9598\u9580\uff1b\u5712\u5340\u8981\u6c42\u7ba1\u7406\u5f0f\u8eab\u5206\u8207\u96f6\u4fe1\u4efb\uff1b\u9435\u8def\u9700\u8981\u9810\u6e2c\u6027\u7dad\u8b77\u3002\u83ef\u70ba\u6240\u63cf\u7e6a\u7684\u786c\u9ad4\u8207\u8edf\u9ad4\u2014\u2014\u9ad8\u541e\u5410\u7684\u6821\u5712\u5806\u758a\u3001\u7121\u640d\u7684\u8cc7\u6599\u4e2d\u5fc3\u4e92\u9023\uff0c\u4ee5\u53ca\u50cf iFlashboot \u9019\u985e\u63a8\u8ad6\u6301\u7e8c\u6027\u529f\u80fd\u2014\u2014\u76f4\u63a5\u5c0d\u61c9\u9019\u4e9b\u9700\u6c42\u3002\u5c0d\u65bc\u8cc7\u5b89\u8207\u81ea\u6cbb SOC \u7684\u5f37\u8abf\u5728\u7db2\u8def\u5a01\u8105\u4e0a\u5347\u6642\u5c24\u5176\u91cd\u8981\u3002\u4f01\u696d\u4e0d\u6703\u96c7\u7528\u6578\u5341\u4f4d\u5206\u6790\u5e2b\u4f86\u8ffd\u9010\u8b66\u793a\uff1b\u4ed6\u5011\u9700\u8981\u5ee0\u5546\u4e3b\u5c0e\u7684\u81ea\u52d5\u5316\u4ee5\u6a5f\u5668\u901f\u5ea6\u95dc\u9589\u5a01\u8105\u3002\u4e2d\u570b\u5728\u6676\u7247\u3001\u5149\u5b78\u3001\u7121\u7dda\u96fb\u3001\u4f3a\u670d\u5668\u3001\u5132\u5b58\u8207\u8cc7\u5b89\u8edf\u9ad4\u4e0a\u7684\u6574\u5408\u898f\u6a21\uff0c\u6b63\u662f\u7af6\u722d\u512a\u52e2\u6240\u5728\u3002<\/p>\n

\u4e2d\u975e AI \u8207\u57fa\u790e\u8a2d\u65bd\u516b\u5927\u6295\u8cc7\u6a19\u7684<\/h3>\n

1. China Mobile (0941.HK) \u2013 \u5168\u7403\u6309\u7528\u6236\u6578\u8a08\u6700\u5927\u884c\u52d5\u71df\u904b\u5546\uff0c\u64c1\u6709\u6210\u719f\u7684\u96f2\u7db2\u878d\u5408\u8207\u5c08\u7db2\u65b9\u6848\u3002\u91cc\u7a0b\u7891\uff1a\u4e5d\u5104\u7528\u6236\u652f\u6490\u7121\u8207\u502b\u6bd4\u7684\u71df\u904b\u7d93\u9a57\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u5176\u96fb\u4fe1\u96f2\u5287\u672c\u53ef\u80fd\u6a19\u6e96\u5316\u975e\u6d32\u4f01\u696d\u7684 5G\u3002<\/p>\n

2. China Telecom (0728.HK; 601728.SS) \u2013 \u4e3b\u8981\u7684\u9aa8\u5e79\u8207\u96f2\u7aef\u4f9b\u61c9\u5546\uff0c\u570b\u969b\u8def\u7531\u6db5\u84cb\u4e9e\u6d32\u3001\u6b50\u6d32\u8207\u975e\u6d32\u3002\u91cc\u7a0b\u7891\uff1a\u5ee3\u6cdb\u7684\u6d77\u5e95\u8207\u9678\u5730\u5bb9\u91cf\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u964d\u4f4e\u5ef6\u9072\u4e26\u63d0\u5347\u8de8\u5883\u975e\u6d32\u5de5\u4f5c\u8ca0\u8f09\u7684\u97cc\u6027\u3002<\/p>\n

3. China Unicom (0762.HK; 600050.SS) \u2013 \u4e2d\u570b\u570b\u5bb6\u7b97\u529b\u7db2\u7684\u5171\u5efa\u8005\u3002\u91cc\u7a0b\u7891\uff1a\u6771\u6578\u897f\u7b97\u5de5\u4f5c\u8ca0\u8f09\u8def\u7531\u7d93\u9a57\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u9069\u5408\u975e\u6d32\u96fb\u529b\u8207\u5149\u7e96\u62d3\u64b2\u7684\u5340\u57df\u8a08\u7b97\u5206\u914d\u7bc4\u672c\u3002<\/p>\n

4. ZTE (0763.HK) \u2013 \u63d0\u4f9b\u7aef\u5230\u7aef IP\u3001\u5149\u5b78\u8207\u7121\u7dda\u63a5\u5165\u8a2d\u5099\uff0c\u8207\u71df\u904b\u5546\u95dc\u4fc2\u6df1\u5165\u3002\u91cc\u7a0b\u7891\uff1a\u9818\u5148\u7684 5G \u8207\u5149\u5b78\u5c08\u5229\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u5177\u6210\u672c\u6548\u76ca\u7684\u50b3\u8f38\u8207\u5b89\u5168\u677f\u5361\u9069\u5408\u65b0\u8208\u5e02\u5834\u7684 WAN \u5f37\u5316\u3002<\/p>\n

5. Inspur Information (000977.SZ) \u2013 \u5168\u7403\u524d\u4e09\u5927 AI \u8207\u96f2\u7aef\u4f3a\u670d\u5668\u4f9b\u61c9\u5546\u4e4b\u4e00\u3002\u91cc\u7a0b\u7891\uff1a\u7522\u696d\u8ffd\u8e64\u5668\u8a8d\u53ef\u7684 AI \u4f3a\u670d\u5668\u5e02\u5360\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u9700\u8981\u5728\u908a\u7de3\u9032\u884c\u63a8\u8ad6\u7684\u975e\u6d32\u8cc7\u6599\u4e2d\u5fc3\u5e36\u4f86\u9ad8\u5bc6\u5ea6\u904b\u7b97\u3002<\/p>\n

6. JinkoSolar (JKS) \u2013 \u5168\u7403\u6700\u5927\u592a\u967d\u80fd\u6a21\u7d44\u88fd\u9020\u5546\u4e4b\u4e00\u3002\u91cc\u7a0b\u7891\uff1a2024 \u5e74\u51fa\u8ca8 92.9 GW\uff0c\u4e14\u64c1\u6709 462 \u9805\u4ee5\u4e0a TOPCon \u5c08\u5229\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u964d\u4f4e\u967d\u5149\u5145\u8db3\u5e02\u5834\u4e2d AI \u6642\u4ee3\u8cc7\u6599\u4e2d\u5fc3\u8207\u96fb\u4fe1\u7ad9\u9ede\u7684\u5e73\u6e96\u5316\u96fb\u529b\u6210\u672c\uff08LCOE\uff09\u3002<\/p>\n

7. BYD (1211.HK; BYDDY) \u2013 \u5168\u7403\u65b0\u80fd\u6e90\u8eca\u8207\u5132\u80fd\u9818\u5c0e\u8005\u3002\u91cc\u7a0b\u7891\uff1a\u5168\u7403\u92b7\u91cf\u9818\u5148\u7684 NEV\uff0c\u4e14\u5132\u80fd\u90e8\u7f72\u64f4\u5f35\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u57fa\u5730\u53f0\u8207\u908a\u7de3\u7ad9\u9ede\u7a69\u5b9a\u4f9b\u96fb\uff0c\u61c9\u5c0d\u96fb\u7db2\u6ce2\u52d5\u3002<\/p>\n

8. China Communications Construction Co. (1800.HK; 601800.SS) \u2013 \u5177\u975e\u6d32\u7d93\u9a57\u7684\u57fa\u790e\u5efa\u8a2d EPC \u9818\u5c0e\u8005\u3002\u91cc\u7a0b\u7891\uff1a\u5728\u904b\u8f38\u8207\u57ce\u5e02\u5de5\u7a0b\u9818\u57df\u6709\u9577\u671f\u5c65\u6b77\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u52a0\u901f\u6e9d\u69fd\u958b\u6316\u3001\u9435\u5854\u8207\u8cc7\u6599\u4e2d\u5fc3\u571f\u5efa\u4ee5\u58d3\u7e2e\u5c08\u6848\u6642\u7a0b\u3002<\/p>\n

\u6c7d\u8eca\u3001\u908a\u7de3\u904b\u7b97\u8207\u975e\u6d32\u4f7f\u7528\u6848\u4f8b<\/h3>\n

\u5728\u5317\u4eac\u8eca\u5c55\u4e0a\uff0c\u4e2d\u570b\u8eca\u5ee0\u51f8\u986f\u4e86\u5176\u8edf\u9ad4\u512a\u52e2\uff0c\u5f9e\u81ea\u52d5\u7dca\u6025\u64cd\u4f5c\u5230\u8d85\u5feb\u5145\u96fb\u3002\u9019\u5c0d\u975e\u6d32\u57ce\u5e02\u5177\u76f8\u95dc\u6027\uff0cADAS \u529f\u80fd\u53ef\u4ee5\u8df3\u904e\u65e2\u6709\u7684\u5b89\u5168\u5e38\u898f\uff0c\u800c\u5171\u4e58\u8eca\u968a\u5c07\u904b\u884c\u5728 5G \u8207 Wi\u2011Fi \u5378\u8f09\u4e4b\u4e0a\u3002\u9019\u4e5f\u662f\u4e00\u500b\u904b\u7b97\u7684\u6545\u4e8b\u3002\u8eca\u8f1b\u5982\u4eca\u662f\u9023\u7db2\u908a\u7de3\u7bc0\u9ede\u2014\u2014\u4e32\u6d41\u611f\u6e2c\u5668\u8cc7\u6599\u3001\u4e0b\u8f09\u6a21\u578b\u3001\u8207\u8def\u5074\u57fa\u790e\u8a2d\u65bd\u9032\u884c\u4ea4\u6613\u3002\u6771\u98a8\u8207\u83ef\u70ba\u7684\u300c\u4e00\u93e1 JV\u300d\u4ee5\u53ca\u5c0f\u9d6c\u8207 BYD \u7b49\u66f4\u5ee3\u6cdb\u7684\u63a8\u52d5\uff0c\u5c55\u73fe\u4e2d\u570b\u5de5\u7a0b\u5982\u4f55\u9589\u74b0\u8a2d\u5099\u3001\u7db2\u8def\u8207\u670d\u52d9\u4e4b\u9593\u7684\u95dc\u4fc2\u3002\u6295\u8cc7\u4eba\u61c9\u5c07\u79fb\u52d5\u6027\u3001\u96f2\u7aef\u8207\u7db2\u8def\u8996\u70ba\u55ae\u4e00\u5806\u758a\uff1b\u7372\u5229\u4f86\u6e90\u5c07\u4f86\u81ea\u8cc7\u6599\u8207\u4e0a\u7dda\u6642\u9593\uff0c\u800c\u975e\u50c5\u50c5\u662f\u92b7\u552e\u55ae\u4f4d\u3002<\/p>\n

\u7814\u767c\u5f37\u5ea6\u5373\u8b77\u57ce\u6cb3<\/h3>\n

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