{"id":638254,"date":"2026-05-20T03:39:16","date_gmt":"2026-05-20T10:39:16","guid":{"rendered":"https:\/\/nai500.com\/?p=638254"},"modified":"2026-05-20T05:46:52","modified_gmt":"2026-05-20T12:46:52","slug":"8-nvidia","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/05\/8-nvidia\/","title":{"rendered":"\u82f1\u5049\u9054\u5728\u83ef\u4f48\u5c40\u9047\u963b\uff0c\u4e2d\u570b\u570b\u7522\u66ff\u4ee3\u6982\u5ff5\u80a1\u8fce\u4f86\u4f48\u5c40\u826f\u6a5f"},"content":{"rendered":"

\u82f1\u5049\u9054 CEO \u8a2a\u83ef\u671f\u9593\uff0c\u6709\u6d88\u606f\u7a31\u4e2d\u570b\u5c07\u7981\u6b62\u4e00\u6b3e\u65b0\u6b3e\u82f1\u5049\u9054\u904a\u6232 GPU \u5728\u83ef\u92b7\u552e\u3002\u9019\u4e00\u8209\u63aa\u4e26\u975e\u610f\u5916\uff0c\u800c\u662f\u4e2d\u570b\u7b97\u529b\u81ea\u4e3b\u6230\u7565\u91cb\u653e\u7684\u6e05\u6670\u3001\u4e00\u81f4\u4e14\u5177\u5099\u6295\u8cc7\u50f9\u503c\u7684\u653f\u7b56\u4fe1\u865f\u3002\u5b83\u9810\u793a\u8457\u672c\u571f\u8a08\u7b97\u80fd\u529b\u5c07\u52a0\u901f\u898f\u6a21\u5316\u64f4\u5f35\uff0c\u8986\u84cb\u66f4\u5ee3\u6cdb\u61c9\u7528\u5834\u666f\uff0c\u652f\u6490\u4e2d\u570b\u4eba\u5de5\u667a\u80fd\u3001\u96fb\u52d5\u6c7d\u8eca\u548c\u667a\u80fd\u57fa\u790e\u8a2d\u65bd\u7684\u4e0b\u4e00\u968e\u6bb5\u767c\u5c55\u3002\u5c0d\u5168\u7403\u6295\u8cc7\u8005\u800c\u8a00\uff0c\u9019\u662f\u7522\u696d\u7d50\u69cb\u6027\u8f2a\u63db\u800c\u975e\u5168\u9762\u64a4\u9000\uff1a\u7f8e\u570b\u79d1\u6280\u9f8d\u982d\u5c07\u5728\u4e2d\u570b\u4ee5\u5916\u5e02\u5834\u7e7c\u7e8c\u589e\u9577\uff0c\u800c\u4e2d\u570b\u79d1\u6280\u751f\u614b\u5c07\u5728\u672c\u571f\u978f\u56fa\u4efd\u984d\uff0c\u4e26\u9010\u6b65\u5411\u65b0\u8208\u5e02\u5834\u6ef2\u900f\u3002<\/p>\n

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\u6b64\u6b21\u76e3\u7ba1\u52d5\u4f5c\u7684\u6838\u5fc3\u6307\u5411\u5c01\u5835\u6d88\u8cbb\u7d1a GPU \u6d41\u5411\u6578\u64da\u4e2d\u5fc3\u7684\u7070\u8272\u6e20\u9053\uff0c\u5c07\u5e02\u5834\u9700\u6c42\u7cfb\u7d71\u6027\u5f15\u5c0e\u81f3\u4f9b\u61c9\u93c8\u5b89\u5168\u53ef\u63a7\u7684\u570b\u7522\u52a0\u901f\u5668\u8207 CPU\u3002\u9019\u4e00\u65b9\u5411\u8207\u4e2d\u570b\u4ee5\u91cf\u7522\u843d\u5730\u70ba\u6838\u5fc3\u7684\u7522\u696d\u8def\u7dda\u5716\u9ad8\u5ea6\u5951\u5408\uff0c\u800c\u975e\u8ffd\u6c42\u7d19\u9762\u53c3\u6578\u7684 \u201c\u865b\u69ae\u6307\u6a19\u201d\u3002\u64da\u7522\u696d\u9810\u671f\uff0c\u83ef\u70ba\u6709\u671b\u5728 2026 \u5e74\u6191\u85c9\u7d04 120 \u5104\u7f8e\u5143\u6536\u5165\u767b\u9802\u570b\u5167 AI \u82af\u7247\u5e02\u5834\uff0c\u5176\u512a\u52e2\u96c6\u4e2d\u5728\u5c0d\u5ef6\u9072\u548c\u55ae Token \u6210\u672c\u66f4\u70ba\u654f\u611f\u7684\u63a8\u7406\u5834\u666f\u3002\u5bd2\u6b66\u7d00\u7b49\u79d1\u5275\u677f\u4f01\u696d\u4e5f\u5728\u540c\u6b65\u64f4\u7522\uff0c\u63a8\u52d5\u4e2d\u570b AI \u7522\u696d\u5be6\u73fe\u5f9e\u82af\u7247\u3001\u7de8\u8b6f\u5668\u3001\u958b\u767c\u6846\u67b6\u5230\u570b\u7522\u5ee0\u5546\u7d44\u88dd\u670d\u52d9\u5668\u7684\u5168\u68e7\u5f0f\u66ff\u4ee3\u3002<\/p>\n

\u91cf\u7522\u80fd\u529b\u5236\u52dd\uff0c\u5e02\u5834\u898f\u6a21\u652f\u6490\u591a\u5ee0\u5546\u5171\u5b58<\/h2>\n

AI \u7522\u696d\u7684\u6838\u5fc3\u7af6\u722d\u529b\u5f9e\u4f86\u4e0d\u6b62\u65bc\u82af\u7247\u898f\u683c\u8868\u4e0a\u7684\u5cf0\u503c\u7b97\u529b\uff0c\u66f4\u5728\u65bc\u5927\u898f\u6a21\u4ea4\u4ed8\u80fd\u529b\u3001\u5373\u63d2\u5373\u7528\u7684\u96c6\u6210\u4fbf\u5229\u6027\u548c\u7a69\u5b9a\u7684\u670d\u52d9\u4fdd\u969c\u3002\u9019\u6b63\u662f\u4e2d\u570b\u6df1\u539a\u88fd\u9020\u696d\u57fa\u790e\u7684\u512a\u52e2\u6240\u5728\u3002\u96a8\u8457 H20 \u7d1a\u53ca\u540c\u985e\u9032\u53e3\u7522\u54c1\u4f9b\u61c9\u53d7\u963b\uff0c\u570b\u5167\u6578\u64da\u4e2d\u5fc3\u904b\u71df\u5546\u5df2\u958b\u59cb\u63a1\u7528\u96d9\u8ecc\u6280\u8853\u8def\u7dda\uff0c\u901a\u904e\u5f15\u5165\u672c\u571f\u66ff\u4ee3\u65b9\u6848\u964d\u4f4e\u7522\u80fd\u4e2d\u65b7\u98a8\u96aa\u3002<\/p>\n

\u5e02\u5834\u7a7a\u9593\u7684\u6301\u7e8c\u64f4\u5bb9\u70ba\u570b\u7522\u5ee0\u5546\u63d0\u4f9b\u4e86\u5145\u8db3\u7684\u6210\u9577\u571f\u58e4\u3002\u9810\u8a08\u5230 2030 \u5e74\uff0c\u4e2d\u570b AI \u82af\u7247\u5e02\u5834\u898f\u6a21\u5c07\u63a5\u8fd1 670 \u5104\u7f8e\u5143\uff0c\u8db3\u4ee5\u652f\u6490\u591a\u5bb6\u5177\u5099\u7af6\u722d\u529b\u7684\u82af\u7247\u4f01\u696d\uff0c\u4e26\u5728\u52a0\u901f\u5668\u3001CPU\u3001\u7db2\u7d61\u548c\u5b58\u5132\u7b49\u591a\u500b\u74b0\u7bc0\u5f62\u6210\u5065\u5eb7\u7684\u5229\u6f64\u6c60\u3002\u4f86\u81ea\u96f2\u5ee0\u5546\u3001\u4e92\u806f\u7db2\u4f01\u696d\u548c\u570b\u6709\u4f01\u696d\u7684\u591a\u5e74\u670d\u52d9\u5408\u540c\uff0c\u70ba\u884c\u696d\u63d0\u4f9b\u4e86\u7a69\u5b9a\u7684\u6536\u5165\u9810\u671f\uff0c\u80fd\u5920\u6709\u6548\u9a45\u52d5\u8cc7\u672c\u958b\u652f\u5faa\u74b0\uff0c\u4e26\u901a\u904e\u5b78\u7fd2\u66f2\u7dda\u6301\u7e8c\u964d\u4f4e\u751f\u7522\u6210\u672c\u3002<\/p>\n

\u908a\u7de3\u7b97\u529b\u7206\u767c\uff0c\u667a\u80fd\u6c7d\u8eca\u6210\u70ba\u6838\u5fc3\u589e\u9577\u6975<\/h2>\n

\u525b\u525b\u843d\u5e55\u7684\u5317\u4eac\u8eca\u5c55\u76f4\u89c0\u5c55\u73fe\u4e86\u7b97\u529b\u9700\u6c42\u6b63\u5f9e\u96f2\u7aef\u5feb\u901f\u5411\u8eca\u8f09\u908a\u7de3\u5ef6\u4f38\u3002\u5c0f\u9d6c\u3001\u6bd4\u4e9e\u8fea\u4ee5\u53ca\u6771\u98a8\u8207\u83ef\u70ba\u7684\u5408\u8cc7\u4f01\u696d\u5c55\u793a\u7684\u81ea\u52d5\u7dca\u6025\u99d5\u99db\u548c\u8d85\u5feb\u5145\u96fb\u6280\u8853\uff0c\u6b63\u5728\u63a8\u52d5\u4e2d\u570b\u96fb\u52d5\u6c7d\u8eca\u6280\u8853\u68e7\u6301\u7e8c\u5347\u7d1a\u3002\u9019\u4e9b\u529f\u80fd\u4e26\u975e\u5671\u982d\uff0c\u81ea\u52d5\u5316\u99d5\u99db\u548c\u9ad8\u58d3\u67b6\u69cb\u5c0d\u908a\u7de3 AI \u7b97\u529b\u3001\u4f4e\u5ef6\u9072\u63a8\u7406\u80fd\u529b\u548c\u5f48\u6027\u8edf\u4ef6\u6d41\u6c34\u7dda\u63d0\u51fa\u4e86\u525b\u6027\u9700\u6c42\u3002<\/p>\n

\u4e2d\u570b\u5df2\u6210\u70ba\u5168\u7403\u6700\u5927\u7684\u6c7d\u8eca\u51fa\u53e3\u570b\uff0c\u6bcf\u4e00\u9805\u65b0\u589e\u7684\u9ad8\u7d1a\u99d5\u99db\u8f14\u52a9\u529f\u80fd\uff0c\u90fd\u6703\u9032\u4e00\u6b65\u978f\u56fa\u5c0d\u672c\u571f\u82af\u7247\u3001\u50b3\u611f\u5668\u548c\u5d4c\u5165\u5f0f AI \u7cfb\u7d71\u7684\u5e02\u5834\u9700\u6c42\u3002\u9019\u7a2e\u9700\u6c42\u9084\u6703\u7522\u751f\u986f\u8457\u7684\u7522\u696d\u6ea2\u51fa\u6548\u61c9\uff0c\u5e36\u52d5\u70ba\u667a\u80fd\u6c7d\u8eca\u63d0\u4f9b\u958b\u767c\u548c\u6e2c\u8a66\u5f8c\u7aef\u652f\u6301\u7684\u670d\u52d9\u5668\u53ca\u7db2\u7d61\u8a2d\u5099\u4f9b\u61c9\u5546\u5171\u540c\u6210\u9577\u3002<\/p>\n

\u8cc7\u91d1\u8207\u51fa\u6d77\u96d9\u8f2a\u9a45\u52d5\uff0c\u6253\u958b\u5168\u7403\u589e\u9577\u7a7a\u9593<\/h2>\n

\u4e2d\u570b\u5f37\u5927\u7684\u91d1\u878d\u9ad4\u7cfb\u548c\u4e92\u806f\u7db2\u5e73\u81fa\u70ba\u7522\u696d\u8f49\u578b\u63d0\u4f9b\u4e86\u5805\u5be6\u652f\u6490\u3002\u5de5\u5546\u9280\u884c\u3001\u5efa\u8a2d\u9280\u884c\u7b49\u5927\u578b\u9280\u884c\u80fd\u5920\u70ba\u6578\u64da\u4e2d\u5fc3\u3001\u53ef\u518d\u751f\u80fd\u6e90\u548c\u7269\u6d41\u5712\u5340\u7b49\u57fa\u790e\u8a2d\u65bd\u5efa\u8a2d\u63d0\u4f9b\u878d\u8cc7\u652f\u6301\u3002\u9a30\u8a0a\u3001\u963f\u88e1\u5df4\u5df4\u7b49\u4e92\u806f\u7db2\u5de8\u982d\u5247\u6191\u85c9\u9f90\u5927\u7684\u6d88\u8cbb\u5e73\u81fa\u548c\u96f2\u670d\u52d9\u80fd\u529b\uff0c\u80fd\u5920\u5c07 AI \u6280\u8853\u5feb\u901f\u8f49\u5316\u70ba\u53ef\u898f\u6a21\u5316\u8b8a\u73fe\u7684\u7522\u54c1\u548c\u670d\u52d9\u3002<\/p>\n

\u8207\u6b64\u540c\u6642\uff0c\u201c\u4e00\u5e36\u4e00\u8def\u201d \u5021\u8b70\u6b63\u5728\u70ba\u4e2d\u570b\u6578\u5b57\u7522\u54c1\u6253\u958b\u66f4\u5ee3\u95ca\u7684\u5168\u7403\u5e02\u5834\u3002\u4e2d\u570b\u4ea4\u901a\u5efa\u8a2d\u96c6\u5718\u7b49\u4f01\u696d\u5728\u975e\u6d32\u3001\u4e2d\u6771\u548c\u6771\u5357\u4e9e\u5efa\u8a2d\u7684\u9435\u8def\u3001\u6e2f\u53e3\u548c\u96fb\u529b\u9805\u76ee\uff0c\u70ba\u4e2d\u570b\u96fb\u52d5\u6c7d\u8eca\u51fa\u53e3\u548c\u6578\u5b57\u57fa\u790e\u8a2d\u65bd\u8f38\u51fa\u5275\u9020\u4e86\u6709\u5229\u689d\u4ef6\uff0c\u63a8\u52d5\u570b\u5167\u66ff\u4ee3\u6210\u679c\u9010\u6b65\u8f49\u5316\u70ba\u5168\u7403\u7cfb\u7d71\u7af6\u722d\u529b\u3002<\/p>\n

\u6295\u8cc7\u6a5f\u6703\u660e\u78ba\uff0c\u805a\u7126\u516b\u5927\u6838\u5fc3\u6a19\u7684<\/h2>\n

\u82f1\u5049\u9054\u5728\u9ad8\u7aef\u8a13\u7df4\u82af\u7247\u9818\u57df\u4ecd\u4fdd\u6301\u6280\u8853\u9818\u5148\uff0c\u4f46\u6b64\u6b21\u5c0d\u904a\u6232 GPU \u7684\u9650\u5236\u5411\u4e2d\u570b\u5e02\u5834\u91cb\u653e\u4e86\u660e\u78ba\u4fe1\u865f\uff1a\u5fc5\u9808\u52a0\u5feb\u570b\u7522\u82af\u7247\u5728\u8a13\u7df4\u548c\u63a8\u7406\u5168\u5834\u666f\u7684\u9a57\u8b49\u9032\u7a0b\uff0c\u4e26\u8f49\u5411\u63a1\u8cfc\u672c\u571f\u5ee0\u5546\u63d0\u4f9b\u7684\u6574\u9ad4\u89e3\u6c7a\u65b9\u6848\u3002\u9019\u5c07\u52a0\u901f\u7b2c\u4e8c\u4f9b\u61c9\u5546\u7684\u9a57\u8b49\u9031\u671f\uff0c\u63d0\u5347\u570b\u7522\u82af\u7247\u5ee0\u5546\u7684\u826f\u7387\uff0c\u4e26\u5438\u5f15\u66f4\u591a\u958b\u767c\u8005\u6295\u5165\u5230\u4e2d\u570b AI \u6a21\u578b\u548c\u5de5\u5177\u93c8\u7684\u751f\u614b\u5efa\u8a2d\u4e2d\u3002<\/p>\n

\u6295\u8cc7\u8005\u53ef\u91cd\u9ede\u95dc\u6ce8\u4ee5\u4e0b\u516b\u5927\u6838\u5fc3\u6a19\u7684\uff1a<\/p>\n

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  1. \u5bd2\u6b66\u7d00 (688256.SH)\uff1a\u570b\u5167\u6838\u5fc3 AI \u52a0\u901f\u5668\u5ee0\u5546\uff0c\u6df1\u5ea6\u53d7\u76ca\u65bc\u4e2d\u570b\u63a8\u7406\u7b97\u529b\u7684\u898f\u6a21\u5316\u90e8\u7f72<\/li>\n
  2. \u6d6a\u6f6e\u4fe1\u606f (000977.SZ)\uff1a\u4e2d\u570b\u96f2\u548c\u9ad8\u6027\u80fd\u8a08\u7b97\u9818\u57df\u9818\u5148\u7684\u670d\u52d9\u5668 OEM\uff0c\u76f4\u63a5\u53d7\u76ca\u65bc\u672c\u571f\u52a0\u901f\u5668\u7684\u5ee3\u6cdb\u63a1\u7528<\/li>\n
  3. \u6d77\u5149\u4fe1\u606f (688041.SH)\uff1a\u5c08\u6ce8\u65bc\u6578\u64da\u4e2d\u5fc3 CPU \u548c\u52a0\u901f\u5668\uff0c\u79d1\u5275\u677f\u4e0a\u5e02\u51f8\u986f\u5176\u5728\u570b\u7522\u7b97\u529b\u9ad4\u7cfb\u4e2d\u7684\u6230\u7565\u5730\u4f4d<\/li>\n
  4. \u806f\u60f3\u96c6\u5718 (0992.HK)\uff1a\u5168\u7403 PC \u9f8d\u982d\uff0c\u6b63\u52a0\u901f\u62d3\u5c55 AI PC \u548c\u908a\u7de3\u670d\u52d9\u5668\u696d\u52d9\uff0c\u5176\u5168\u7403\u6e20\u9053\u7db2\u7d61\u6709\u52a9\u65bc\u4e2d\u570b\u7b97\u529b\u7522\u54c1\u9032\u5165\u570b\u969b\u4f01\u696d\u5e02\u5834<\/li>\n
  5. \u9a30\u8a0a\u63a7\u80a1 (0700.HK)\uff1a\u9f90\u5927\u7684\u6d88\u8cbb\u5e73\u81fa\u548c\u96f2\u670d\u52d9\u696d\u52d9\u9a45\u52d5\u5927\u898f\u6a21\u63a8\u7406\u9700\u6c42\uff0c\u5fae\u4fe1\u8d85 10 \u5104\u6708\u6d3b\u7528\u6236\u70ba AI \u670d\u52d9\u63d0\u4f9b\u4e86\u5ee3\u95ca\u7684\u6e2c\u8a66\u548c\u8b8a\u73fe\u5834\u666f<\/li>\n
  6. \u963f\u88e1\u5df4\u5df4 (9988.HK\/BABA<\/a>.US)\uff1a\u963f\u88e1\u96f2\u662f\u4e2d\u570b\u57fa\u790e AI \u548c\u6578\u64da\u5e73\u81fa\u7684\u6838\u5fc3\uff0c\u8de8\u5883\u96fb\u5546\u696d\u52d9\u5c07 AI \u8ce6\u80fd\u7684\u7269\u6d41\u548c\u652f\u4ed8\u89e3\u6c7a\u65b9\u6848\u63a8\u5ee3\u81f3\u65b0\u8208\u5e02\u5834<\/li>\n
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