{"id":653473,"date":"2026-07-28T02:42:04","date_gmt":"2026-07-28T09:42:04","guid":{"rendered":"https:\/\/nai500.com\/?p=653473"},"modified":"2026-07-28T05:05:05","modified_gmt":"2026-07-28T12:05:05","slug":"smh-sox-nvda","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/07\/smh-sox-nvda\/","title":{"rendered":"\u82af\u7247\u80a1\u7a81\u7136\u5d29\u4e86\uff01SOX\u9838\u7dda\u544a\u7834"},"content":{"rendered":"<p>\u534a\u5c0e\u9ad4\u677f\u584a\u906d\u9047\u5287\u70c8\u62cb\u552e\uff0c\u6280\u8853\u9762\u62c9\u97ff\u8b66\u5831\u3002\u622a\u81f3\u7f8e\u6771\u6642\u9593\u4e0b\u53482:31\uff0c<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=SMH\">VanEck\u534a\u5c0e\u9ad4ETF\uff08SMH\uff09<\/a>\u91cd\u632b19.78\u7f8e\u5143\uff0c\u8dcc\u5e453.52%\uff0c\u5831541.41\u7f8e\u5143\u3002\u8a72\u57fa\u91d1\u5716\u8868\u4e0a\u5df2\u958b\u59cb\u69cb\u7bc9\u4e00\u500b\u6e05\u6670\u7684\u201c\u982d\u80a9\u9802\u201d\u5f62\u614b\uff0c\u5de6\u80a9\u57285\u6708\u4e2d\u65ec\u6210\u5f62\uff0c\u982d\u90e8\u898b\u65bc6\u6708\u4e0b\u65ec\uff0c\u53f3\u80a9\u525b\u525b\u6d6e\u73fe\u3002\u5f62\u614b\u78ba\u8a8d\u7684\u95dc\u9375\u9838\u7dda\u4f4d\u65bc5\u670819\u65e5\u6536\u76e4\u4f4e\u9ede543\u7f8e\u5143\u9644\u8fd1\uff0c\u4e00\u65e6\u6709\u6548\u5931\u5b88\uff0c\u610f\u5473\u8457\u9019\u4e26\u975e\u4e00\u6b21\u666e\u901a\u56de\u8abf\uff0c\u800c\u53ef\u80fd\u662f\u4e00\u8f2a\u88ab\u7cbe\u5fc3\u5305\u88dd\u7684\u6d3e\u767c\u968e\u6bb5\u3002\u7576SMH\u958b\u59cb\u5f4e\u66f2\uff0c\u901a\u5e38\u9810\u793a\u8457\u6574\u500b\u534a\u5c0e\u9ad4\u4ea4\u6613\u90fd\u8655\u65bc\u58d3\u529b\u4e4b\u4e0b\uff0c\u800c\u9019\u4e00\u6b21\u8cb7\u65b9\u4f3c\u4e4e\u6b63\u5728\u55aa\u5931\u6240\u6709\u85c9\u53e3\u3002<\/p>\n<p>\u8cbb\u57ce\u534a\u5c0e\u9ad4\u6307\u6578\uff08SOX\uff09\u7684\u8d70\u52e2\u50b3\u905e\u51fa\u66f4\u4e0d\u52a0\u4fee\u98fe\u7684\u8b66\u793a\u3002\u8a72\u6307\u6578\u55ae\u65e5\u66b4\u8dcc4.3%\uff0c\u6536\u65bc11876.50\u9ede\uff0c\u4e00\u8209\u8dcc\u783412000\u9ede\u6574\u6578\u95dc\u53e3\uff0c\u4e26\u540c\u6b65\u64ca\u7a7f\u4e86\u81ea\u8eab\u982d\u80a9\u9802\u7d50\u69cb\u7684\u9838\u7dda\u3002\u6307\u6578\u7834\u4f4d\u4e4b\u6240\u4ee5\u66f4\u5177\u885d\u64ca\u529b\uff0c\u5728\u65bc\u5b83\u6495\u788e\u4e86\u201c\u9019\u50c5\u662f\u67d0\u53ea\u554f\u984c\u80a1\u62d6\u7d2f\u201d\u7684\u5b89\u6170\u908f\u8f2f\u2014\u2014\u5f31\u52e2\u5df2\u64f4\u6563\u81f3\u8db3\u4ee5\u64bc\u52d5\u677f\u584a\u91cd\u5fc3\u3002\u76ee\u524dSOX\u8ddd11707.78\u9ede\u7684\u718a\u5e02\u9580\u6abb\u50c5\u4e00\u6b65\u4e4b\u9059\uff0c\u9019\u4e00\u4f4d\u7f6e\u662f\u81ea6\u670822\u65e5\u6b77\u53f2\u9ad8\u9ede\u56de\u843d20%\u7684\u6280\u8853\u5b9a\u7fa9\uff0c\u610f\u5473\u8457\u5e02\u5834\u6b63\u903c\u8fd1\u60c5\u7dd2\u9006\u8f49\u7684\u81e8\u754c\u9ede\u3002\u82e5\u6307\u6578\u7121\u6cd5\u5f37\u529b\u6536\u5fa912000\u9ede\uff0c\u4e0b\u4e00\u500b\u4e0b\u884c\u6280\u8853\u76ee\u6a19\u5c07\u76f4\u630711000\u9ede\uff0c\u7a7a\u982d\u5c07\u5f9e\u8033\u8a9e\u8f49\u70ba\u5168\u9762\u4e3b\u5c0e\u3002<\/p>\n<p>\u6b0a\u91cd\u80a1\u7684\u96c6\u9ad4\u627f\u58d3\u8b93\u9019\u5834\u8abf\u6574\u66f4\u5177\u7cfb\u7d71\u6027\u3002<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=NVDA\">\u82f1\u5049\u9054\uff08NVDA\uff09<\/a>\u4f5c\u70baSMH\u7684\u524d\u4e09\u5927\u6b0a\u91cd\u80a1\u4e4b\u4e00\uff0c\u4e26\u7121\u8cc7\u683c\u626e\u6f14\u7121\u8f9c\u7684\u65c1\u89c0\u8005\u3002\u96d6\u7136\u7576\u65e5\u672a\u6709\u55ae\u7368\u80a1\u50f9\u6578\u64da\u62ab\u9732\uff0c\u4f46\u9019\u53ea\u81ea3\u6708\u4f4e\u9ede\u4ee5\u4f86\u6a19\u8a8c\u6027\u7684AI\u8d0f\u5bb6\uff0c\u6b63\u88ab\u6372\u5165\u540c\u4e00\u5834\u52d5\u91cf\u89e3\u9664\u3002\u5e02\u5834\u5c0dAI\u652f\u51fa\u53ef\u80fd\u964d\u6eab\u7684\u64d4\u6182\uff0c\u6b63\u4ee4\u90a3\u4e9b\u66fe\u88ab\u63a8\u5411\u5b8c\u7f8e\u5b9a\u50f9\u7684\u80a1\u7968\u9762\u81e8\u56b4\u82db\u5be9\u8996\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\uff08TSM\uff09<\/a>\u540c\u5c6cSMH\u524d\u4e09\u6301\u5009\uff0c\u51fa\u53e3\u9650\u5236\u3001\u95dc\u7a05\u53ca\u5730\u7de3\u653f\u6cbb\u7dca\u5f35\u7b49\u8b8a\u91cf\uff0c\u8b93\u9019\u5bb6\u8eab\u8655\u5168\u7403\u82af\u7247\u4f9b\u61c9\u93c8\u6838\u5fc3\u7684\u516c\u53f8\u6210\u70ba\u60c5\u7dd2\u5ba3\u6d29\u7684\u7576\u7136\u6a19\u7684\u3002\u6295\u8cc7\u8005\u5728\u91cd\u65b0\u8a55\u4f30AI\u6558\u4e8b\u6642\uff0c\u773c\u524d\u6d6e\u73fe\u7684\u662f\u908a\u5883\u3001\u898f\u5247\u548c\u4f9b\u61c9\u93c8\u96c6\u4e2d\u7684\u73fe\u5be6\u4e82\u5c40\u3002<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=AVGO\">\u535a\u901a\uff08AVGO\uff09<\/a>\u540c\u6a23\u7121\u6cd5\u7f6e\u8eab\u4e8b\u5916\uff0c\u7576\u6574\u500b\u677f\u584a\u7684\u5716\u8868\u958b\u59cb\u7ffb\u6efe\uff0c\u9019\u5bb6\u884c\u696d\u5de8\u982d\u9762\u81e8\u7684\u554f\u984c\u5df2\u4e0d\u9650\u65bc\u55ae\u4e00\u516c\u53f8\u7684\u57f7\u884c\u529b\uff0c\u800c\u662f\u6574\u500b\u534a\u5c0e\u9ad4\u884c\u696d\u662f\u5426\u6b63\u5f9e\u201c\u5922\u60f3\u6a5f\u5668\u201d\u88ab\u91cd\u65b0\u8a55\u7d1a\u70ba\u201c\u73fe\u91d1\u6d41\u62f7\u554f\u201d\u3002<\/p>\n<p>\u7a7a\u982d\u771f\u6b63\u62bc\u6ce8\u7684\u4e26\u975e\u82af\u7247\u9700\u6c42\u4e00\u591c\u5d29\u584c\uff0c\u800c\u662f\u5e02\u5834\u71b1\u60c5\u7684\u7de9\u6162\u78e8\u8755\u2014\u2014\u4e00\u7a2e\u4ee5\u201c\u50c5\u662f\u7372\u5229\u4e86\u7d50\u201d\u958b\u5834\uff0c\u6700\u7d42\u6f14\u8b8a\u6210\u6240\u6709\u4eba\u90fd\u5047\u88dd\u9810\u898b\u4e86\u677f\u584a\u8f2a\u52d5\u7684\u9670\u8dcc\u5287\u672c\u3002\u5e02\u5834\u5c0dAI\u904e\u5ea6\u652f\u51fa\u3001\u9700\u6c42\u6301\u7e8c\u6027\u548c\u6295\u8cc7\u56de\u5831\u7684\u7591\u616e\uff0c\u6b63\u501f\u8457\u5de8\u5e45\u7d2f\u7a4d\u6f32\u5e45\uff0c\u4f7f\u7372\u5229\u4e86\u7d50\u7684\u8f2a\u52d5\u8b8a\u5f97\u683c\u5916\u731b\u70c8\u3002Evercore ISI\u7684Julian Emanuel\u7cbe\u51c6\u6355\u6349\u4e86\u9019\u4e00\u60c5\u7dd2\uff1a\u201c\u5c0dAI\u904e\u5ea6\u652f\u51fa\u3001\u9700\u6c42\u6301\u7e8c\u6027\u548c\u6295\u8cc7\u56de\u5831\u7684\u6301\u7e8c\u64d4\u6182\uff0c\u5c0e\u81f4\u7372\u5229\u4e86\u7d50\u8b8a\u5f97\u66f4\u70ba\u5287\u70c8\uff0c\u5c24\u5176\u8003\u616e\u5230AI\u8d0f\u5bb6\u81ea3\u6708\u4f4e\u9ede\u4ee5\u4f86\u5df2\u7d2f\u7a4d\u4e86\u5de8\u5e45\u6f32\u5e45\u3002\u201d\u9019\u756a\u8a71\u5e7e\u4e4e\u9053\u76e1\u4e86\u6574\u500b\u4ea4\u6613\u7684\u6838\u5fc3\uff1a\u5e02\u5834\u66fe\u6df1\u611b\u9019\u500b\u6545\u4e8b\u4e26\u5927\u8209\u8cb7\u5165\uff0c\u5982\u4eca\u6b63\u7d22\u8981\u5be6\u6253\u5be6\u7684\u6536\u64da\u3002<\/p>\n<p>\u4e0d\u904e\uff0c\u591a\u7a7a\u4e4b\u9593\u4ecd\u6709\u6fc0\u70c8\u4ea4\u92d2\u3002AMD\u9996\u5e2d\u57f7\u884c\u5b98\u8607\u59ff\u8c50\u516c\u958b\u53cd\u64ca\u4e86\u60b2\u89c0\u8ad6\u8abf\uff0c\u5979\u8868\u793a\uff1a\u201c\u6211\u5011\u770b\u5230\u4e86\u6295\u8cc7\u56de\u5831\u3002\u7576\u524d\u8a08\u7b97\u9700\u6c42\u5b58\u5728\u6ea2\u50f9\u2026\u2026\u6211\u5011\u5c0d\u9700\u6c42\u524d\u666f\u5145\u6eff\u4fe1\u5fc3\u3002\u201d\u9019\u756a\u8868\u614b\u70ba\u770b\u591a\u8005\u63d0\u4f9b\u4e86\u5805\u5b88\u7684\u652f\u9ede\uff0c\u4f46\u4e5f\u8b93\u6280\u8853\u9762\u7684\u8003\u9a57\u8b8a\u5f97\u66f4\u70ba\u8d64\u88f8\u2014\u2014\u7576\u57fa\u672c\u9762\u6558\u4e8b\u9677\u5165\u62c9\u92f8\uff0c\u5716\u8868\u4fbf\u6210\u70ba\u6700\u5f8c\u7684\u88c1\u5224\u3002\u5c0d\u65bc\u6295\u8cc7\u8005\u800c\u8a00\uff0cSOX\u80fd\u5426\u4ee5\u6709\u529b\u59ff\u614b\u91cd\u8fd412000\u9ede\u4e0a\u65b9\uff0c\u5c07\u662f\u5224\u5b9a\u7576\u524d\u7834\u4f4d\u662f\u865b\u9a5a\u4e00\u5834\u9084\u662f\u8da8\u52e2\u78ba\u7acb\u7684\u552f\u4e00\u6a19\u5c3a\u3002\u82e5\u53cd\u653b\u5931\u6557\uff0c\u534a\u5c0e\u9ad4\u677f\u584a\u6216\u5c07\u6301\u7e8c\u6f14\u7e79\u4e00\u7a2e\u4ee4\u4eba\u4e0d\u5b89\u7684\u73fe\u5be6\uff1aAI\u6d6a\u6f6e\u6216\u8a31\u4f9d\u7136\u771f\u5be6\uff0c\u4f46\u5e02\u5834\u5c0d\u5b83\u7684\u4fe1\u4ef0\u5df2\u4e0d\u518d\u795e\u8056\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u534a\u5c0e\u9ad4\u985e\u80a1\u6b63\u5728\u4e0a\u6f14\u5b83\u5011\u4e00\u8cab\u7684\u6232\u78bc\u2014\u2014\u7576\u6bcf\u500b\u4eba\u90fd\u611f\u5230\u8212\u9069\u6642\uff0c\u5b83\u5011\u5c31\u958b\u59cb\u596a\u9580\u800c\u51fa\uff0c\u8b93\u6574\u500b\u5e02\u5834\u5145\u6eff\u61ca\u6094\u7684\u6c23\u606f\u3002VanEck\u534a\u5c0e\u9ad4ETF\uff08SMH\uff09\u6b63\u5728\u5f62\u6210\u982d\u80a9\u9802\u5f62\u614b\uff0c\u8cbb\u57ce\u534a\u5c0e\u9ad4\u6307\u6578\uff08SOX\uff09\u5df2\u7d93\u8dcc\u7834\u9838\u7dda\uff0c\u6574\u500b\u65cf\u7fa4\u7a81\u7136\u9593\u50cf\u662fAI\u6d3e\u5c0d\u5728\u5929\u4eae\u524d\u5c31\u7528\u5149\u4e86\u98f2\u6599\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":[675,561],"class_list":["post-653473","post","type-post","status-publish","format-standard","hentry","category-market-news-zh-hant","tag--zh-hant","tag-561"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/653473","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=653473"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/653473\/revisions"}],"predecessor-version":[{"id":653501,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/653473\/revisions\/653501"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=653473"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=653473"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=653473"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}