{"id":661885,"date":"2026-09-07T02:56:03","date_gmt":"2026-09-07T09:56:03","guid":{"rendered":"https:\/\/nai500.com\/?p=661885"},"modified":"2026-09-07T02:56:03","modified_gmt":"2026-09-07T09:56:03","slug":"amd-intel-nvidia-ai","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/09\/amd-intel-nvidia-ai\/","title":{"rendered":"AMD\u3001Intel\u3001Nvidia\uff1aAI \u4ea4\u6613\u9707\u76ea"},"content":{"rendered":"

AI \u6f32\u52e2\u66ab\u6642\u504f\u5411 AMD \u8207 Intel<\/h3>\n

9 \u6708 4 \u65e5\uff0c\u5e02\u5834\u6709\u4e00\u500b\u4ea4\u6613\u6642\u6bb5\u770b\u8d77\u4f86\u50cf\u662f\u5728\u8aaa Nvidia \u4e0d\u518d\u662f AI \u6d3e\u5c0d\u4e0a\u552f\u4e00\u7684\u821e\u6703\u7687\u540e\uff1aAMD \u4e0a\u6f32 4.7%\uff0cIntel \u4e0a\u6f32 4.5%\uff0c\u800c Nvidia \u53ea\u5c0f\u5e45\u4e0a\u5347 0.8%\u3002\u9019\u4e26\u4e0d\u80fd\u8b49\u660e\u683c\u5c40\u5df2\u7d93\u6539\u8b8a\uff0c\u8b49\u64da\u5305\u4e5f\u660e\u767d\u5730\u6307\u51fa\u4e86\u9019\u4e00\u9ede\u3002\u4f46\u5b83\u78ba\u5be6\u986f\u793a\uff0c\u4ea4\u6613\u54e1\u9858\u610f\u628a\u76ee\u5149\u5f9e\u90a3\u4f4d\u4e00\u5411\u5b9a\u52dd\u8ca0\u7684\u9818\u982d\u8005\u79fb\u958b\uff0c\u8f49\u800c\u548c\u90a3\u4e9b\u4ecd\u9700\u8b49\u660e\u81ea\u5df1\u4e0d\u53ea\u6703\u8aaa\u300cAI \u57fa\u790e\u8a2d\u65bd\u300d\u7684\u914d\u89d2\u7709\u4f86\u773c\u53bb\u3002<\/p>\n

AI \u534a\u5c0e\u9ad4\uff1a\u9019\u7b46\u4ea4\u6613\u6c92\u90a3\u9ebc\u300c\u4e00\u5c0d\u4e00\u300d\u4e86<\/h3>\n

1. Advanced Micro Devices\uff08AMD\uff09<\/h3>\n

AMD \u662f\u9019\u7d44\u4e2d\u8868\u73fe\u6700\u4e7e\u6de8\u4fd0\u843d\u7684\u8d0f\u5bb6\uff0c\u80a1\u50f9\u4e0a\u6f32 4.7%\uff0c\u6295\u8cc7\u4eba\u518d\u6b21\u56de\u5230\u4e00\u500b\u60f3\u6cd5\uff1aAI \u652f\u51fa\u4e0d\u4e00\u5b9a\u975e\u5f97\u53ea\u6d41\u5411 Nvidia\u3002\u516c\u53f8\u7b2c\u4e8c\u5b63\u71df\u6536\u5275\u4e0b 115 \u5104\u7f8e\u5143\u65b0\u9ad8\uff0c\u5e74\u589e 50%\uff0c\u8cc7\u6599\u4e2d\u5fc3\u696d\u52d9\u5360\u71df\u6536 58%\u3002\u9019\u8b93 AMD \u6709\u4e86\u771f\u5be6\u53ef\u8b1b\u7684\u6545\u4e8b\uff0c\u800c\u4e0d\u53ea\u662f\u5370\u8457 logo \u7684\u7c21\u5831\u3002\u4ea4\u6613\u7279\u5fb5\u4e5f\u5f88\u76f4\u63a5\uff1a\u52d5\u80fd\u578b\u6a19\u7684\u3001AI \u53d7\u60e0\u80a1\uff0c\u4ee5\u53ca\u90a3\u7a2e\u7576\u5e02\u5834\u60f3\u8981\u5e03\u5c40 AI\u3001\u53c8\u4e0d\u60f3\u4ed8\u51fa\u5b8c\u6574\u795e\u683c\u5b9a\u50f9\u6642\u5c31\u6703\u88ab\u8cb7\u9032\u7684\u80a1\u7968\u3002\u91cd\u9ede\uff1aAMD \u4ecd\u5f97\u8b49\u660e\u8edf\u9ad4\u6210\u719f\u5ea6\uff0c\u4ee5\u53ca\u5728\u5ee3\u6cdb\u7522\u54c1\u85cd\u5716\u4e0a\u7684\u57f7\u884c\u529b\uff0c\u4f46\u591a\u5143\u7b2c\u4e8c\u4f9b\u61c9\u4f86\u6e90\u7684\u53ef\u9078\u6027\u5df2\u7d93\u8db3\u5920\u6709\u8aaa\u670d\u529b\uff0c\u8b93\u6295\u8cc7\u4eba\u9858\u610f\u8cb7\u55ae\u3002<\/p>\n

2. Intel\uff08INTC\uff09<\/h3>\n

Intel \u4e0a\u6f32 4.5%\uff0c\u9019\u57fa\u672c\u4e0a\u7b49\u65bc\u5e02\u5834\u5728\u8aaa\uff1a\u300c\u4e5f\u8a31\u8f49\u578b\u5ba3\u8b1b\u9084\u80fd\u518d\u591a\u5531\u4e00\u6bb5\u3002\u300d\u516c\u53f8\u7b2c\u4e8c\u5b63\u8cc7\u6599\u4e2d\u5fc3\u8207 AI \u71df\u6536\u70ba 63 \u5104\u7f8e\u5143\uff0c\u5e74\u589e 59%\uff0c\u6240\u4ee5 AI \u9019\u689d\u7dda\u4e26\u975e\u6191\u7a7a\u60f3\u50cf\u3002\u53ea\u662f\u8cc7\u7522\u8ca0\u50b5\u8868\u7684\u5176\u4ed6\u6232\u78bc\u4ecd\u7136\u71b1\u9b27\u5f97\u5f88\uff1a\u516c\u53f8\u516c\u5e03 18 \u5104\u7f8e\u5143 GAAP \u71df\u696d\u5229\u76ca\uff0c\u4f46\u6bcf\u80a1 GAAP \u8667\u640d 2.16 \u7f8e\u5143\uff0c\u4e3b\u8981\u662f\u56e0\u8a17\u7ba1\u80a1\u4efd\u7684 125 \u5104\u7f8e\u5143\u975e\u73fe\u91d1\u5e02\u50f9\u91cd\u4f30\u640d\u5931\u6240\u81f4\u3002\u5c31\u4ea4\u6613\u9762\u800c\u8a00\uff0cIntel \u4ecd\u662f\u5c0d\u6d88\u606f\u9ad8\u5ea6\u654f\u611f\u7684\u91cd\u6574\u984c\u6750\uff0c\u800c\u4e0d\u662f\u4e7e\u6de8\u7684\u6210\u9577\u8907\u5408\u578b\u6a19\u7684\u3002\u91cd\u9ede\uff1a\u9019\u6a94\u80a1\u7968\u53ef\u4ee5\u56e0 AI \u53ef\u4fe1\u5ea6\u800c\u4e0a\u6f32\uff0c\u4f46\u6295\u8cc7\u4eba\u4ecd\u5f97\u9762\u5c0d\u8abf\u6574\u5f8c\u81ea\u7531\u73fe\u91d1\u6d41\u70ba\u8ca0 84 \u5104\u7f8e\u5143\uff0c\u4ee5\u53ca\u91cd\u5efa\u88fd\u9020\u9818\u5c0e\u5730\u4f4d\u7684\u6210\u672c\u3002<\/p>\n

3. Nvidia\uff08NVDA\uff09<\/h3>\n

Nvidia \u5c0f\u6f32 0.8%\uff0c\u82e5\u653e\u5728\u4e00\u822c\u91d1\u878d\u4e16\u754c\u88e1\uff0c\u9019\u53eb\u9084\u53ef\u4ee5\uff1b\u4f46\u5728 AI \u5e02\u5834\u7684\u795e\u8a71\u6558\u4e8b\u88e1\uff0c\u9019\u66f4\u50cf\u662f\u4e00\u500b\u8073\u80a9\u3002\u91cd\u9ede\u4e0d\u5728\u65bc Nvidia \u7a81\u7136\u8b8a\u5f97\u7121\u95dc\u7dca\u8981\uff1b\u539f\u59cb\u8cc7\u6599\u5df2\u6e05\u695a\u8aaa\u660e\uff0c\u9019\u500b\u55ae\u4e00\u4ea4\u6613\u6642\u6bb5\u7684\u5dee\u8ddd\uff0c\u53ea\u80fd\u8868\u793a\u6295\u8cc7\u4eba\u53ef\u80fd\u6b63\u5728\u628a AI \u4ea4\u6613\u7bc4\u570d\u64f4\u5927\u5230 Nvidia \u4e4b\u5916\uff0c\u4e26\u4e0d\u80fd\u8b49\u660e\u5176\u52d5\u6a5f\uff0c\u4e5f\u4e0d\u80fd\u8b49\u660e\u9019\u662f\u9577\u4e45\u7684\u8f2a\u52d5\u3002\u4ea4\u6613\u7279\u5fb5\uff1a\u4ecd\u662f\u7522\u696d\u57fa\u6e96\uff0c\u4ecd\u662f\u6240\u6709\u4eba\u62ff\u4f86\u6bd4\u5c0d\u4e00\u5207\u7684\u6a19\u7684\uff0c\u4ecd\u662f\u90a3\u6a94\u5728\u5e02\u5834\u958b\u59cb\u5f80\u5176\u4ed6\u677f\u584a\u63a2\u982d\u4e4b\u524d\uff0c\u90fd\u88ab\u8996\u70ba\u5b87\u5b99\u91cd\u529b\u4e2d\u5fc3\u7684\u80a1\u7968\u3002\u91cd\u9ede\uff1a\u5373\u4f7f AMD \u8207 Intel \u5206\u98df\u64f4\u5f35\u4e2d\u7684\u5e02\u5834\uff0cNvidia \u4ecd\u53ef\u80fd\u6301\u7e8c\u6210\u9577\uff1b\u4f46\u9019\u4e00\u5929\u66f4\u50cf\u662f\u4ea4\u6613\u54e1\u7684\u597d\u5947\u5fc3\uff0c\u800c\u4e0d\u662f\u5df2\u78ba\u8a8d\u7684\u9818\u5148\u5730\u4f4d\u7ffb\u8f49\u3002<\/p>\n

4. \u70ba\u4f55 AMD \u8207 Intel \u53d7\u5230\u8cb7\u76e4\u9752\u775e<\/h3>\n

\u9019\u6ce2\u8d70\u52e2\u80cc\u5f8c\u7684\u908f\u8f2f\uff0c\u5c0d\u7d42\u7aef\u7528\u6236\u4f86\u8aaa\u5df2\u7d93\u5920\u7c21\u55ae\uff0c\u4e0d\u9700\u8981\u8a66\u7b97\u8868\uff0c\u4e5f\u4e0d\u9700\u8981\u9748\u6027\u89ba\u9192\u3002AMD \u63d0\u4f9b\u4e86\u4e00\u689d\u53c3\u8207 AI \u652f\u51fa\u7684\u8def\u5f91\uff0c\u800c\u4e14\u4e0d\u5fc5\u7b49 Nvidia \u5148\u5168\u9762\u5931\u5229\uff1aMI450 \u52a0\u901f\u5668\u3001\u7b2c\u516d\u4ee3 EPYC \u8655\u7406\u5668\u3001Helios \u6a5f\u67b6\u7d1a\u7cfb\u7d71\uff0c\u4ee5\u53ca Pensando \u7db2\u8def\u65b9\u6848\u90fd\u5728\u5176\u5217\u3002Intel \u7684\u8a34\u6c42\u5247\u4e0d\u540c\uff1a\u5177\u97cc\u6027\u7684 CPU \u696d\u52d9\u3001\u81ea\u88fd\u7279\u6b8a\u6676\u7247\u3001\u5148\u9032\u5c01\u88dd\uff0c\u4ee5\u53ca\u672c\u571f\u6676\u5713\u4ee3\u5de5\u7db2\u8def\u3002\u63db\u53e5\u8a71\u8aaa\uff0c\u5169\u5bb6\u516c\u53f8\u90fd\u5728\u5411\u6295\u8cc7\u4eba\u8ca9\u552e\u4e00\u7a2e\u9032\u5834\u65b9\u5f0f\uff0c\u8b93\u4f60\u80fd\u53c3\u8207 AI \u5efa\u7f6e\u6f6e\uff0c\u800c\u4e0d\u5fc5\u628a\u79df\u91d1\u5168\u7e73\u7d66\u5e02\u5834\u6700\u611b\u7684\u6676\u7247\u9ed1\u6697\u7cfb\u6b4c\u624b\u3002\u91cd\u9ede\uff1a\u9019\u7b46\u4ea4\u6613\u4e4b\u6240\u4ee5\u64f4\u6563\uff0c\u662f\u56e0\u70ba\u5e02\u5834\u60f3\u5728\u6295\u8cc7\u7d44\u5408\u88e1\u7528\u4e0d\u53ea\u4e00\u7a2e\u65b9\u5f0f\u8aaa\u300cAI\u300d\u3002<\/p>\n

5. \u5c0d\u6c96\u57fa\u91d1\u5708\u771f\u6b63\u7684\u610f\u601d\u662f\u4ec0\u9ebc<\/h3>\n

\u8b49\u64da\u5305\u4e5f\u986f\u793a\uff0c\u6a5f\u69cb\u90e8\u4f4d\u914d\u7f6e\u504f\u5411\u9019\u5169\u5bb6\u516c\u53f8\uff0c\u4e0d\u904e\u76f8\u95dc\u63ed\u9732\u5c6c\u65bc\u6b77\u53f2\u8cc7\u6599\uff0c\u65e9\u65bc 9 \u6708 4 \u65e5\u7684\u6f32\u52e2\uff0c\u6240\u4ee5\u6c92\u6709\u4eba\u61c9\u8a72\u5047\u88dd\u90a3\u662f\u5373\u6642\u53cd\u61c9\u3002\u5167\u90e8\u4eba\u8207\u91cf\u5316\u8cc7\u91d1\u5176\u5be6\u65e9\u5df2\u5728\u9644\u8fd1\uff1a2026 \u5e74\u7b2c\u4e8c\u5b63\u7533\u5831\u986f\u793a\uff0c\u6301\u6709 AMD \u7684\u5c0d\u6c96\u57fa\u91d1\u6709 164 \u5bb6\uff0c\u9ad8\u65bc 2026 \u5e74\u7b2c\u4e00\u5b63\u7684 134 \u5bb6\uff1b\u6301\u6709 Intel \u7684\u5c0d\u6c96\u57fa\u91d1\u6709 138 \u5bb6\uff0c\u9ad8\u65bc\u7b2c\u4e00\u5b63\u7684 112 \u5bb6\u3002Marshall Wace \u7533\u5831\u6301\u6709 3,898,210 \u80a1 AMD\uff0c\u8f03\u7b2c\u4e00\u5b63\u7d04\u589e\u52a0 3%\uff1bAQR Capital Management \u5728\u6e1b\u6301\u7d04 6% \u5f8c\uff0c\u7533\u5831\u6301\u6709 10,742,567 \u80a1 Intel\u3002\u9019\u4e0d\u662f\u52dd\u5229\u5de1\u904a\uff1b\u53ea\u662f\u52d5\u80fd\u3001\u597d\u5947\u5fc3\u8207\u6295\u8cc7\u7d44\u5408\u6578\u5b78\u7684\u5e38\u898b\u5927\u96dc\u71f4\u3002\u91cd\u9ede\uff1a\u8070\u660e\u9322\u7684\u8208\u8da3\u78ba\u5be6\u5b58\u5728\uff0c\u4f46\u9019\u4e9b\u7533\u5831\u8cc7\u6599\u76f8\u8f03\u65bc\u6b64\u6b21\u6f32\u52e2\u5df2\u7d93\u904e\u6642\uff0c\u7121\u6cd5\u544a\u8a34\u6211\u5011\u7a76\u7adf\u662f\u8ab0\u8ffd\u4e86\u9019\u6ce2\u884c\u60c5\u3002<\/p>\n

\u6295\u8cc7\u89c0\u9ede<\/h3>\n

\u9019\u4e26\u4e0d\u662f\u5c0d AI \u4ea4\u6613\u7684\u4e00\u500b\u4e7e\u6de8\u5224\u6c7a\uff1b\u5b83\u53ea\u662f\u4e00\u500b\u55ae\u65e5\u7dda\u7d22\uff0c\u986f\u793a\u6295\u8cc7\u4eba\u53ef\u80fd\u6b63\u5728\u6e2c\u8a66\u66f4\u5ee3\u7684\u9663\u5bb9\u3002\u539f\u59cb\u8cc7\u6599\u660e\u78ba\u6307\u51fa\uff0c\u9019\u6ce2\u8d70\u52e2\u7121\u6cd5\u8fa8\u8b58\u8cb7\u76e4\u52d5\u6a5f\uff0c\u4e5f\u4e0d\u80fd\u8b49\u660e\u5b58\u5728\u6301\u4e45\u8f2a\u52d5\uff0c\u56e0\u6b64\u5728\u51fa\u8ca8\u3001\u6bdb\u5229\u7387\u8207\u81ea\u7531\u73fe\u91d1\u6d41\u5c1a\u672a\u8ddf\u4e0a\u4e4b\u524d\u5c31\u5ba3\u544a\u65b0\u6642\u4ee3\uff0c\u57fa\u672c\u4e0a\u5c31\u662f\u62ff\u5f69\u7d19\u788e\u5c51\u62fc\u51fa\u4e00\u5957\u8ad6\u8ff0\u3002\u5c31\u76ee\u524d\u800c\u8a00\uff0cAMD \u770b\u8d77\u4f86\u662f\u6700\u6709\u8aaa\u670d\u529b\u7684\u66ff\u4ee3\u9078\u9805\uff0cIntel \u770b\u8d77\u4f86\u662f\u6700\u6298\u9a30\u7684\u9078\u9805\uff0c\u800c Nvidia \u4ecd\u5750\u5728\u4e2d\u592e\u5ea7\u4f4d\u4e0a\uff0c\u5f77\u5f7f\u6839\u672c\u6c92\u6ce8\u610f\u5230\u5176\u4ed6\u4eba\u5df2\u7d93\u9032\u4e86\u623f\u9593\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

AI \u6f32\u52e2\u66ab\u6642\u504f\u5411 AMD \u8207 Intel<\/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],"class_list":["post-661885","post","type-post","status-publish","format-standard","hentry","category-market-news-zh-hant","tag--zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/661885","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=661885"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/661885\/revisions"}],"predecessor-version":[{"id":661895,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/661885\/revisions\/661895"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=661885"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=661885"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=661885"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}