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\u535a\u901a\uff08Broadcom Inc.\uff0c\u80a1\u7968\u4ee3\u78bc\uff1aAVGO\uff09<\/a>\u7576\u65e5\u6536\u76e4\u4e0a\u6f32 4.72%\uff0c\u5831\u50f9 481.57 \u7f8e\u5143\u3002\u8607\u4e16\u6c11\u7ff0\u7d0d\u3001\u745e\u9280\u5169\u5927\u5238\u5546\u540c\u6b65\u4e0a\u8abf\u516c\u53f8\u76ee\u6a19\u50f9\u81f3 490 \u7f8e\u5143\uff0c\u6a5f\u69cb\u7dad\u6301\u591a\u982d\u5224\u65b7\u7684\u540c\u6642\u5fae\u8abf Anthropic \u7b97\u529b\u8a02\u55ae\u9810\u671f\uff0c\u516c\u53f8\u9762\u5411 Anthropic \u7684 TPU \u7522\u54c1\u53d6\u6d88\u914d\u5957\u6a5f\u6ac3\u51fa\u8ca8\uff0c\u6539\u7528\u6a19\u6e96 ASIC \u82af\u7247\u4ea4\u4ed8\uff0c\u5c0d\u61c9\u9805\u76ee\u71df\u6536\u964d\u81f3\u539f\u5148\u9810\u4f30\u7684 25%\uff0c\u4f46\u7522\u54c1\u6bdb\u5229\u7387\u6c34\u5e73\u986f\u8457\u512a\u5316\uff0c\u4f4e\u71df\u6536\u3001\u9ad8\u6bdb\u5229\u7684\u76c8\u5229\u7d50\u69cb\u7372\u5f97\u8cc7\u91d1\u9752\u775e\u3002\u5e02\u5834\u63d0\u524d\u535a\u5f08\u516c\u53f8 6 \u6708 3 \u65e5\u767c\u4f48\u7684 2026 \u8ca1\u5e74\u4e8c\u5b63\u5ea6\u8ca1\u5831\uff0c\u4e8c\u7d1a\u5e02\u5834\u4ea4\u6295\u6d3b\u8e8d\u5ea6\u5927\u5e45\u62ac\u5347\uff0c\u5c0d\u6c96\u8cc7\u91d1\u8207\u77ed\u7dda\u8da8\u52e2\u8cc7\u91d1\u96c6\u4e2d\u9032\u5834\uff0c\u671f\u6b0a\u5e02\u5834\u8a8d\u8cfc\u5408\u7d04\u6210\u4ea4\u706b\u71b1\uff0c\u8d70\u52e2\u8907\u523b\u5e74\u5167\u591a\u8f2a AI \u76f8\u95dc\u8ca1\u5831\u524d\u5915\u7684\u770b\u6f32\u4f48\u5c40\u7279\u5fb5\u3002\u696d\u5167\u89c0\u9ede\u6307\u51fa\uff0c\u5f8c\u7e8c\u80a1\u50f9\u5206\u5316\u95dc\u9375\u5728\u65bc\u5b9a\u5236 XPU \u7522\u54c1\u843d\u5730\u9032\u5ea6\u8207 AI \u7db2\u7d61\u8a2d\u5099\u9700\u6c42\u514c\u73fe\uff0c\u5018\u82e5\u8a02\u55ae\u7d50\u69cb\u6301\u7e8c\u512a\u5316\u5e36\u52d5\u6bdb\u5229\u7387\u4e0a\u884c\uff0c\u516c\u53f8\u4f30\u503c\u4ecd\u6709\u62ac\u5347\u7a7a\u9593\uff0c\u4e00\u65e6\u696d\u7e3e\u4e0d\u53ca\u9810\u671f\u5247\u4f30\u503c\u5b58\u5728\u4e0b\u8abf\u98a8\u96aa\uff0c\u8ca1\u5831\u843d\u5730\u524d\u4e8b\u4ef6\u4e0d\u78ba\u5b9a\u6027\u504f\u9ad8\u3002<\/p>\n

Hewlett Packard Enterprise Company\uff08HPE\uff09<\/a>\u76e4\u5f8c\u884c\u60c5\u5927\u5e45\u8df3\u7a7a\u62c9\u5347\uff0c\u5168\u5929\u5927\u6f32 28.26%\uff0c\u6536\u76e4\u50f9 60.28 \u7f8e\u5143\u3002\u4e00\u7d19\u91cd\u91cf\u7d1a\u696d\u52d9\u5408\u540c\u843d\u5730\u6210\u70ba\u884c\u60c5\u5f15\u7206\u9ede\uff0c\u5e02\u5834\u5c07\u5927\u984d\u8a02\u55ae\u8996\u4f5c\u516c\u53f8\u5f9e\u50b3\u7d71\u670d\u52d9\u5668\u5ee0\u5546\u5411 AI \u57fa\u5efa\u4f9b\u61c9\u5546\u8f49\u578b\u7684\u95dc\u9375\u62d0\u9ede\uff0c\u8a02\u55ae\u5e36\u4f86\u78ba\u5b9a\u6027\u7522\u80fd\u589e\u91cf\u3001\u5728\u624b\u8a02\u55ae\u5132\u5099\u8207\u4e2d\u9577\u671f\u696d\u7e3e\u80fd\u898b\u5ea6\uff0c\u8cc7\u91d1\u5feb\u901f\u6436\u7c4c\u63a8\u5347\u6210\u4ea4\u91cf\u9a5f\u7136\u653e\u91cf\uff0c\u5834\u5167\u7a7a\u982d\u53d7\u80a1\u50f9\u6025\u901f\u62c9\u5347\u88ab\u8feb\u4e0d\u8a08\u6210\u672c\u5e73\u5009\u3002\u77ed\u671f\u4f86\u770b\uff0c\u5e02\u5834\u6d88\u5316\u5229\u597d\u6d88\u606f\u7bc0\u594f\u5feb\u65bc\u57fa\u672c\u9762\u6578\u64da\u843d\u5730\u901f\u5ea6\uff0c\u500b\u80a1\u5f8c\u7e8c\u5927\u6982\u7387\u7dad\u6301\u9ad8\u6ce2\u52d5\u3001\u76e4\u4e2d\u53cd\u5fa9\u9707\u76ea\u7684\u8d70\u52e2\uff1b\u4e2d\u9577\u671f\u80a1\u50f9\u5ef6\u7e8c\u6027\uff0c\u9700\u8981\u4f9d\u8a17\u8a02\u55ae\u843d\u5730\u5c65\u7d04\u9032\u5ea6\u3001\u786c\u4ef6\u7522\u54c1\u76c8\u5229\u6c34\u5e73\u8207\u6301\u7e8c\u6027\u65b0\u589e\u9700\u6c42\u9a57\u8b49\uff0c\u77ed\u7dda\u8cc7\u91d1\u8ffd\u9010\u76e4\u9762\u884c\u60c5\uff0c\u9577\u7dda\u6295\u8cc7\u8005\u5247\u9700\u8981\u6301\u7e8c\u8ddf\u8e64\u6bdb\u5229\u8868\u73fe\u8207\u7e8c\u7d04\u6536\u5165\u5360\u6bd4\u8b8a\u5316\u3002<\/p>\n

Dollar General Corporation\uff08DG\uff09<\/a>\u7576\u65e5\u6536\u6f32 4.29%\uff0c\u5831 114.65 \u7f8e\u5143\u3002\u516c\u53f8\u6700\u65b0\u5b63\u5ea6\u8ca1\u5831\u6578\u64da\u8868\u73fe\u624e\u5be6\uff0c\u9580\u5e97\u64f4\u5f35\u7b56\u7565\u8da8\u65bc\u7406\u6027\u514b\u5236\uff0c\u7dda\u4e0b\u5230\u5e97\u5ba2\u6d41\u9010\u6b65\u4f01\u7a69\uff0c\u8ca8\u54c1\u640d\u8017\u7ba1\u63a7\u843d\u5730\u898b\u6548\uff0c\u6574\u5957\u7d93\u71df\u6539\u5584\u908f\u8f2f\u514c\u73fe\uff0c\u5951\u5408\u5e73\u50f9\u6298\u6263\u96f6\u552e\u677f\u584a\u7a69\u5065\u914d\u7f6e\u5c6c\u6027\u3002\u884c\u60c5\u7531\u9577\u7dda\u914d\u7f6e\u578b\u8cc7\u91d1\u5206\u6279\u52a0\u5009\u9a45\u52d5\uff0c\u77ed\u7dda\u6295\u6a5f\u8cc7\u91d1\u53c3\u8207\u6709\u9650\uff0c\u76e4\u9762\u5448\u73fe\u7a69\u6b65\u7de9\u6b65\u5438\u7c4c\u8d70\u52e2\uff0c\u7121\u6975\u7aef\u66b4\u6f32\u884c\u60c5\u3002\u6295\u8cc7\u908f\u8f2f\u5c64\u9762\uff0c\u5e73\u50f9\u8d85\u5e02\u677f\u584a\u7f3a\u4e4f\u984c\u6750\u7092\u4f5c\u5c6c\u6027\uff0c\u6838\u5fc3\u6295\u8cc7\u50f9\u503c\u843d\u8173\u65bc\u7cbe\u7d30\u5316\u904b\u71df\u8207\u696d\u7e3e\u97cc\u6027\uff0c\u53ea\u8981\u5f8c\u7e8c\u540c\u5e97\u92b7\u552e\u3001\u6bdb\u5229\u7387\u4e0d\u518d\u51fa\u73fe\u4e0b\u6ed1\uff0c\u516c\u53f8\u4f30\u503c\u5177\u5099\u7a69\u6b65\u62ac\u5347\u57fa\u790e\uff0c\u7d93\u71df\u6578\u64da\u4e00\u65e6\u8f49\u5f31\uff0c\u4f30\u503c\u64f4\u5f35\u908f\u8f2f\u4fbf\u6703\u5feb\u901f\u5931\u6548\u3002<\/p>\n

State Street Corporation\uff08STT\uff09<\/a>\u5c0f\u5e45\u4e0a\u6f32 1.81%\uff0c\u6536\u76e4 162.67 \u7f8e\u5143\u3002\u5e02\u5834\u5229\u7387\u74b0\u5883\u908a\u969b\u5411\u597d\u5e36\u52d5\u8a17\u7ba1\u9280\u884c\u6de8\u5229\u606f\u6536\u5165\u6539\u5584\uff0c\u758a\u52a0\u624b\u7e8c\u8cbb\u696d\u52d9\u6536\u5165\u5177\u5099\u6975\u5f37\u7a69\u5b9a\u6027\uff0c\u624e\u5be6\u7684\u5b63\u5ea6\u7d93\u71df\u6578\u64da\u592f\u5be6 \u201c\u4f4e\u6ce2\u52d5\u7a69\u5065\u9280\u884c\u201d \u914d\u7f6e\u908f\u8f2f\uff0c\u6a5f\u69cb\u8cc7\u91d1\u6210\u70ba\u8cb7\u5165\u4e3b\u529b\u3002\u500b\u80a1\u6210\u4ea4\u9ad4\u91cf\u5145\u8db3\u4f46\u672a\u50ac\u751f\u77ed\u7dda\u7092\u4f5c\u884c\u60c5\uff0c\u504f\u597d\u77ed\u7dda\u535a\u5f08\u7684\u6295\u6a5f\u8cc7\u91d1\u4e26\u672a\u5927\u8209\u9032\u5834\u3002\u91d1\u878d\u677f\u584a\u6574\u9ad4\u8d70\u52e2\u9ad8\u5ea6\u7d81\u5b9a\u7f8e\u806f\u5132\u5229\u7387\u653f\u7b56\u8207\u5168\u5e02\u5834\u98a8\u96aa\u504f\u597d\uff0c\u82e5\u5f8c\u7e8c\u8ca8\u5e63\u653f\u7b56\u7dad\u6301\u53cb\u597d\u3001\u8cc7\u672c\u5e02\u5834\u6d41\u52d5\u6027\u5e73\u7a69\uff0c\u516c\u53f8\u76c8\u5229\u589e\u9577\u8def\u5f91\u53ef\u4fdd\u6301\u7a69\u5b9a\uff0c\u5f8c\u7e8c\u9700\u8981\u6301\u7e8c\u8ddf\u8e64\u5b58\u6b3e\u7d50\u69cb\u8b8a\u5316\u3001\u624b\u7e8c\u8cbb\u6536\u5165\u7a69\u5b9a\u6027\u8207\u80a1\u6771\u56de\u5831\u7bc0\u594f\uff0c\u4e0a\u8ff0\u6307\u6a19\u662f\u6c7a\u5b9a\u516c\u53f8\u4f30\u503c\u80fd\u5426\u4e0a\u884c\u7684\u6838\u5fc3\u8981\u7d20\u3002<\/p>\n

APA Corporation\uff08APA\uff09<\/a>\u6536\u6f32 2.51% \u81f3 38.77 \u7f8e\u5143\u3002\u570b\u969b\u539f\u6cb9\u50f9\u683c\u968e\u6bb5\u6027\u53cd\u5f48\u758a\u52a0\u6cb9\u6c23\u5340\u584a\u52d8\u63a2\u5229\u597d\u6d88\u606f\u843d\u5730\uff0c\u9a45\u52d5\u6cb9\u6c23\u52d8\u63a2\u751f\u7522\u6a19\u7684\u8d70\u5f37\uff0c\u5927\u5b97\u5546\u54c1\u4ea4\u6613\u8cc7\u91d1\u8207\u6b0a\u76ca\u985e\u5ee3\u8b5c\u914d\u7f6e\u8cc7\u91d1\u540c\u6b65\u5165\u5834\u4f48\u5c40\u3002\u500b\u80a1\u4e0a\u6f32\u7bc0\u594f\u5e73\u7a69\uff0c\u7121\u7a7a\u982d\u64e0\u58d3\u903c\u7a7a\u884c\u60c5\uff0c\u4f9d\u8a17\u5168\u7403\u539f\u6cb9\u4f9b\u7d66\u504f\u7dca\u3001\u5730\u7de3\u64fe\u52d5\u5e38\u614b\u5316\u7684\u884c\u696d\u9031\u671f\u908f\u8f2f\u8d70\u51fa\u8da8\u52e2\u6027\u4e0a\u884c\u3002\u80fd\u6e90\u80a1\u672c\u8cea\u7d81\u5b9a\u5927\u5b97\u5546\u54c1\u50f9\u683c\u6ce2\u52d5\uff0c\u6cb9\u50f9\u6f32\u8dcc\u76f4\u63a5\u5de6\u53f3\u4f01\u696d\u76c8\u5229\u8207\u80a1\u50f9\u8868\u73fe\uff0c\u5728\u7d44\u5408\u914d\u7f6e\u4e2d\u5177\u5099\u5206\u6563\u98a8\u96aa\u7684\u4f5c\u7528\uff0c\u4f46\u539f\u6cb9\u50f9\u683c\u53d7\u591a\u91cd\u5b8f\u89c0\u8b8a\u91cf\u5f71\u97ff\u6ce2\u52d5\u6975\u5f37\uff0c\u6536\u76ca\u8207\u56de\u64a4\u5f48\u6027\u540c\u6b65\u504f\u9ad8\u3002<\/p>\n

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