{"id":640239,"date":"2026-05-28T05:04:52","date_gmt":"2026-05-28T12:04:52","guid":{"rendered":"https:\/\/nai500.com\/?p=640239"},"modified":"2026-05-28T05:22:59","modified_gmt":"2026-05-28T12:22:59","slug":"sk-hynix-samsung-mu-tsm-nvda-ai","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/05\/sk-hynix-samsung-mu-tsm-nvda-ai\/","title":{"rendered":"\u6700\u8cfa\u9322\u7684 AI \u751f\u610f\uff1a\u4e09\u5927\u5b58\u5132\u5de8\u982d\u5e02\u503c\u5168\u90e8\u7834\u842c\u5104"},"content":{"rendered":"<p>AI \u6d6a\u6f6e\u6b63\u5728\u91cd\u5851\u5168\u7403\u79d1\u6280\u7522\u696d\u7684\u8ca1\u5bcc\u7248\u5716\uff0c\u800c\u7576\u4e0b\u6700\u66b4\u5229\u7684\u8cfd\u9053\u65e2\u4e0d\u662f\u5927\u6a21\u578b\u4e5f\u4e0d\u662f\u7d42\u7aef\u61c9\u7528\uff0c\u800c\u662f\u66fe\u7d93\u88ab\u8996\u70ba\u5f37\u9031\u671f\u5de5\u696d\u54c1\u7684\u5b58\u5132\u82af\u7247\u3002\u7e7c\u4e09\u661f\u96fb\u5b50 (005930.KS)\u3001<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=MU\">\u7f8e\u5149\u79d1\u6280 (MU) <\/a>\u4e4b\u5f8c\uff0c\u97d3\u570b SK \u6d77\u529b\u58eb (000660.KS) \u65bc\u8fd1\u65e5\u6b63\u5f0f\u8e8b\u8eab\u842c\u5104\u7f8e\u5143\u5e02\u503c\u4ff1\u6a02\u90e8\uff0c\u6a19\u8a8c\u8457\u5168\u7403\u4e09\u5927\u5b58\u5132\u5de8\u982d\u5df2\u5168\u90e8\u9081\u5165\u842c\u5104\u9580\u6abb\uff0c\u201c\u5167\u5b58\u662f AI \u6642\u4ee3\u7684\u65b0\u77f3\u6cb9&#8221; \u6b63\u5728\u5f9e\u4e00\u53e5\u53e3\u865f\u8b8a\u6210\u8cc7\u672c\u5e02\u5834\u7684\u5171\u8b58\u3002<\/p>\n<p>SK \u6d77\u529b\u58eb\u6210\u70ba\u6700\u65b0\u7684\u842c\u5104\u8d0f\u5bb6\u3002\u8a72\u80a1\u7576\u65e5\u6536\u76e4\u5927\u6f32 9.3%\uff0c\u76e4\u4e2d\u4e00\u5ea6\u98c6\u5347\u8fd1 15%\uff0c\u6700\u7d42\u4ee5 224.3 \u842c\u97d3\u5143\u6536\u76e4\uff0c\u7e3d\u5e02\u503c\u9054\u5230 1680 \u842c\u5104\u97d3\u5143\u3002\u63a8\u52d5\u5176\u80a1\u50f9\u66b4\u6f32\u7684\u6838\u5fc3\u52d5\u529b\u662f AI \u670d\u52d9\u5668\u5e36\u4f86\u7684\u9ad8\u5e36\u5bec\u5167\u5b58\uff08HBM\uff09\u4f9b\u61c9\u6975\u5ea6\u7dca\u5f35\u3002\u4eca\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5167\u5b58\u50f9\u683c\u5df2\u7d93\u7ffb\u500d\uff0c\u4e14\u6f32\u52e2\u4ecd\u5728\u6301\u7e8c\uff0c\u5168\u7403\u6578\u64da\u4e2d\u5fc3\u6b63\u5728\u760b\u72c2\u56e4\u7a4d\u7522\u80fd\u4ee5\u5339\u914d\u82f1\u5049\u9054 (NVDA) \u7d1a\u5225\u7684 GPU \u9700\u6c42\u3002\u672a\u4f86\u8cc7\u7522\u8b49\u5238\u5df2\u5c07 SK \u6d77\u529b\u58eb\u7684\u76ee\u6a19\u50f9\u4e0a\u8abf\u81f3 380 \u842c\u97d3\u5143\uff0c\u8a8d\u70ba\u5167\u5b58\u4f9b\u4e0d\u61c9\u6c42\u7684\u5c40\u9762\u5c07\u6301\u7e8c\u81f3 2028 \u5e74\u3002\u97d3\u570b\u65b0\u63a8\u51fa\u7684\u55ae\u53ea\u80a1\u7968\u6760\u6746 ETF \u9032\u4e00\u6b65\u653e\u5927\u4e86\u884c\u60c5\uff0c\u76f8\u95dc\u7522\u54c1\u9996\u65e5\u5373\u9304\u5f97\u5169\u4f4d\u6578\u6f32\u5e45\uff0c\u70ba\u80a1\u50f9\u6ce8\u5165\u4e86\u984d\u5916\u6d41\u52d5\u6027\u3002<\/p>\n<p>\u4f5c\u70ba\u97d3\u570b\u5b58\u5132\u96d9\u96c4\u7684\u53e6\u4e00\u534a\uff0c\u4e09\u661f\u96fb\u5b50\u4e5f\u5728\u672c\u6708\u65e9\u4e9b\u6642\u5019\u7a81\u7834\u842c\u5104\u7f8e\u5143\u5e02\u503c\u3002\u8a72\u80a1\u7576\u65e5\u76e4\u4e2d\u6700\u9ad8\u4e0a\u6f32 8%\uff0c\u6700\u7d42\u6536\u6f32 2.7% \u81f3 30.7 \u842c\u97d3\u5143\uff0c\u5275\u4e0b\u6b77\u53f2\u6536\u76e4\u65b0\u9ad8\u3002\u9664\u4e86 AI \u5167\u5b58\u7684\u5f37\u52c1\u9700\u6c42\u5916\uff0c\u5de5\u6703\u525b\u525b\u6279\u51c6\u7684\u5de5\u8cc7\u5354\u8b70\u6d88\u9664\u4e86\u8fd1\u671f\u7684\u751f\u7522\u4e2d\u65b7\u98a8\u96aa\uff0c\u6210\u70ba\u80a1\u50f9\u4e0a\u6f32\u7684\u53e6\u4e00\u50ac\u5316\u5291\u3002\u622a\u81f3\u76ee\u524d\uff0c\u4e09\u661f\u96fb\u5b50\u5e74\u5167\u6f32\u5e45\u5df2\u9054 149%\uff0c\u8207 SK \u6d77\u529b\u58eb\u5408\u8a08\u4f54\u64da\u4e86\u97d3\u570b\u7d9c\u5408\u6307\u6578\uff08KOSPI\uff09\u7d04\u4e00\u534a\u7684\u5e02\u503c\u3002\u540c\u6a23\u53d7\u76ca\u65bc\u6760\u6746 ETF \u7684\u63a8\u51fa\uff0c\u6563\u6236\u8cc7\u91d1\u7684\u5927\u91cf\u6e67\u5165\u63a8\u9ad8\u4e86\u4e09\u661f\u7684\u73fe\u8ca8\u548c\u671f\u8ca8\u9700\u6c42\u3002<\/p>\n<p>\u7f8e\u570b\u5b58\u5132\u9f8d\u982d\u7f8e\u5149\u79d1\u6280\u5247\u4e0a\u6f14\u4e86\u66f4\u70ba\u9a5a\u4eba\u7684\u9006\u8972\u3002\u8a72\u80a1\u55ae\u65e5\u66b4\u6f32 19%\uff0c\u5275\u4e0b\u5e74\u5167\u7b2c 28 \u6b21\u6536\u76e4\u65b0\u9ad8\uff0c\u6210\u529f\u8e8b\u8eab\u842c\u5104\u5e02\u503c\u4ff1\u6a02\u90e8\u3002\u745e\u9280\u5c07\u5176\u76ee\u6a19\u50f9\u4e0a\u8abf\u4e86\u5169\u500d\u6709\u9918\uff0c\u8a8d\u70ba AI \u5df2\u7d93\u5f9e\u6839\u672c\u4e0a\u91cd\u7f6e\u4e86\u5b58\u5132\u82af\u7247\u7684\u7d93\u6fdf\u6a21\u578b\u3002\u4eca\u5e74\u4ee5\u4f86\u7f8e\u5149\u80a1\u50f9\u7d2f\u8a08\u4e0a\u6f32 245%\uff0c\u6210\u70ba\u7f8e\u80a1\u5e02\u5834\u8868\u73fe\u6700\u597d\u7684\u5927\u578b\u79d1\u6280\u80a1\u4e4b\u4e00\u3002\u7f8e\u570b\u6295\u8cc7\u8005\u5df2\u7d93\u5f62\u6210\u4e86\u5f37\u70c8\u7684 &#8220;\u9022\u4f4e\u8cb7\u5165&#8221; \u5171\u8b58\uff0c\u5c07\u6bcf\u4e00\u6b21\u56de\u8abf\u90fd\u8996\u70ba\u914d\u7f6e AI \u5167\u5b58\u8cfd\u9053\u7684\u6a5f\u6703\u3002<\/p>\n<p>\u5728\u4e09\u5927\u5b58\u5132\u5de8\u982d\u4e4b\u5916\uff0cAI \u7522\u696d\u93c8\u7684\u53e6\u5916\u5169\u5bb6\u842c\u5104\u7d1a\u516c\u53f8\u4e5f\u8207\u5167\u5b58\u884c\u60c5\u6df1\u5ea6\u7d81\u5b9a\u3002<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=TSM\">\u53f0\u7a4d\u96fb (TSM) <\/a>\u96d6\u7136\u4e0d\u662f\u7576\u65e5\u6f32\u5e45\u6700\u5927\u7684\u80a1\u7968\uff0c\u4f46\u4f5c\u70ba\u5168\u7403\u6700\u5148\u9032\u7684\u82af\u7247\u4ee3\u5de5\u5ee0\uff0c\u5b83\u662f\u6574\u500b AI \u7b97\u529b\u5efa\u8a2d\u7684\u652f\u9ede\uff0c\u5176\u7522\u80fd\u548c\u8a02\u55ae\u76f4\u63a5\u6c7a\u5b9a\u4e86\u4e0a\u6e38\u5167\u5b58\u82af\u7247\u7684\u6700\u7d42\u6d88\u8017\u91cf\u3002\u800c\u82f1\u5049\u9054\u4f5c\u70ba AI GPU \u7684\u7d55\u5c0d\u9738\u4e3b\uff0c\u5176\u589e\u9577\u5929\u82b1\u677f\u73fe\u5728\u5df2\u7d93\u4e0d\u7531\u5e02\u5834\u9700\u6c42\u6c7a\u5b9a\uff0c\u800c\u662f\u5b8c\u5168\u53d7\u5236\u65bc\u5b58\u5132\u82af\u7247\u7684\u4f9b\u61c9\u80fd\u529b \u2014\u2014 \u884c\u696d\u666e\u904d\u8a8d\u70ba\uff0c\u7576\u524d GPU \u51fa\u8ca8\u91cf\u7684\u74f6\u9838\u662f\u5167\u5b58\u53ef\u7528\u6027\uff0c\u800c\u975e\u5ba2\u6236\u7684\u8cfc\u8cb7\u610f\u9858\u3002<\/p>\n<p>\u5f9e\u6295\u8cc7\u8005\u8996\u89d2\u4f86\u770b\uff0cAI \u5df2\u7d93\u5c07\u5b58\u5132\u82af\u7247\u5f9e\u50b3\u7d71\u7684\u5f37\u9031\u671f\u8cc7\u7522\u8f49\u8b8a\u70ba\u64c1\u6709\u5f37\u5927\u5b9a\u50f9\u6b0a\u7684\u6838\u5fc3\u6230\u7565\u8cc7\u6e90\u3002\u53ea\u8981 HBM \u7684\u7d50\u69cb\u6027\u77ed\u7f3a\u6301\u7e8c\uff0cSK \u6d77\u529b\u58eb\u3001\u4e09\u661f\u548c\u7f8e\u5149\u5c31\u5c07\u6301\u7e8c\u4eab\u53d7\u50f9\u683c\u4e0a\u6f32\u548c\u7522\u54c1\u7d50\u69cb\u5347\u7d1a\u5e36\u4f86\u7684\u7d05\u5229\uff0c\u800c\u53f0\u7a4d\u96fb\u548c\u82f1\u5049\u9054\u4e5f\u5c07\u5206\u5225\u5f9e\u4e0a\u4e0b\u6e38\u5206\u4eab\u9019\u4e00\u74f6\u9838\u5e36\u4f86\u7684\u6536\u76ca\u3002<\/p>\n<p>\u4e0d\u904e\uff0c\u7576\u524d\u884c\u60c5\u4e5f\u7a4d\u7d2f\u4e86\u4e0d\u5bb9\u5ffd\u8996\u7684\u98a8\u96aa\u3002\u97d3\u570b\u55ae\u53ea\u80a1\u7968\u6760\u6746 ETF \u7684\u63a8\u51fa\u5f15\u767c\u4e86\u6563\u6236\u8cc7\u91d1\u7684\u760b\u72c2\u6e67\u5165\uff0c\u5c0e\u81f4\u97d3\u570b\u7d9c\u5408\u6307\u6578\u4e00\u5ea6\u89f8\u767c\u7194\u65b7\u6a5f\u5236\uff0c\u800c\u5916\u8cc7\u537b\u5728\u6563\u6236\u7684\u72c2\u71b1\u4e2d\u9078\u64c7\u4e86\u6de8\u8ce3\u51fa\u3002\u9019\u7a2e\u7531\u6760\u6746\u63a8\u52d5\u7684\u53cd\u994b\u56de\u8def\u4e00\u65e6\u53cd\u8f49\uff0c\u4e0b\u8dcc\u901f\u5ea6\u53ef\u80fd\u540c\u6a23\u8fc5\u731b\u3002<\/p>\n<p>\u5e02\u5834\u5206\u6790\u4eba\u58eb\u6307\u51fa\uff0c\u9019\u6ce2\u5167\u5b58\u725b\u5e02\u8981\u60f3\u6301\u7e8c\uff0c\u5fc5\u9808\u6eff\u8db3\u5169\u500b\u6838\u5fc3\u689d\u4ef6\uff1a\u4e00\u662f\u5168\u7403 AI \u8cc7\u672c\u652f\u51fa\u4e0d\u6703\u51fa\u73fe\u660e\u986f\u653e\u7de9\uff0c\u4e8c\u662f\u5167\u5b58\u4f9b\u61c9\u7dca\u5f35\u7684\u5c40\u9762\u66f4\u63a5\u8fd1 2028 \u5e74\u800c\u975e\u660e\u5e74\u3002\u6295\u8cc7\u8005\u672a\u4f86\u61c9\u91cd\u9ede\u95dc\u6ce8\u4e09\u500b\u95dc\u9375\u6307\u6a19\uff1aHBM \u7522\u80fd\u64f4\u5f35\u9032\u5ea6\u3001\u5148\u9032\u5de5\u85dd\u826f\u7387\u63d0\u5347\u60c5\u6cc1\uff0c\u4ee5\u53ca\u4efb\u4f55\u53ef\u80fd\u9810\u793a AI \u670d\u52d9\u5668\u9700\u6c42\u51fa\u73fe\u7f3a\u53e3\u7684\u4fe1\u865f\u3002\u5728\u7576\u524d\u7684\u5e02\u5834\u884c\u60c5\u4e2d\uff0c\u9019\u4e09\u689d\u7dda\u7d22\u6bd4\u4efb\u4f55\u95dc\u65bc\u52a0\u5165\u842c\u5104\u4ff1\u6a02\u90e8\u7684\u52dd\u5229\u5ba3\u8a00\u90fd\u66f4\u6709\u50f9\u503c\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u4ee5 SK Hynix\u3001Samsung\u3001Micron\u3001TSMC \u8207 Nvidia \u7b49\u9818\u5148\u534a\u5c0e\u9ad4\u5ee0\u70ba\u9996\uff0c\u63a8\u52d5 AI \u8a18\u61b6\u9ad4\u5e02\u5834\u8e8d\u5347\uff1bSK Hynix \u8e8b\u8eab\u5146\u7f8e\u5143\u4ff1\u6a02\u90e8\uff0c\u8a18\u61b6\u9ad4\u9700\u6c42\u8d85\u904e\u4f9b\u7d66\uff0c\u9032\u800c\u5f71\u97ff\u80a1\u50f9\u8a55\u50f9\u8207\u5e02\u5834\u52d5\u614b\u3002<\/p>\n","protected":false},"author":50,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426],"tags":[675,773],"class_list":["post-640239","post","type-post","status-publish","format-standard","hentry","category-market-news-zh-hant","tag--zh-hant","tag-773"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/640239","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/50"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=640239"}],"version-history":[{"count":4,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/640239\/revisions"}],"predecessor-version":[{"id":640273,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/640239\/revisions\/640273"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=640239"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=640239"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=640239"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}