Nvidia\u80a1\u50f9\u6025\u632b\uff0c\u56e0\u57f7\u884c\u9577\u9ec3\u4ec1\u52f3\u500b\u4eba\u884c\u70ba\u7684\u5831\u5c0e\u8207\u672c\u5df2\u8106\u5f31\u7684AI\u4ea4\u6613\u76f8\u4e92\u885d\u64ca\uff0c\u4ee4\u4eba\u8cea\u7591\u8a72\u516c\u53f8\u6700\u91cd\u8981\u7684\u4ee3\u8a00\u4eba\u80fd\u5426\u7e7c\u7e8c\u638c\u8235\u9019\u6a94\u5e02\u5834\u6700\u53d7\u95dc\u6ce8\u7684\u80a1\u7968\u3002\u8463\u4e8b\u6703\u5df2\u5c31\u9ec3\u4ec1\u52f3\u662f\u5426\u70ba\u5916\u570b\u60c5\u5831\u884c\u52d5\u7684\u76ee\u6a19\u5c55\u958b\u7368\u7acb\u8abf\u67e5\uff0c\u800c\u300a\u83ef\u723e\u8857\u65e5\u5831\u300b\u5831\u5c0e\uff0c\u8463\u4e8b\u6703\u6b63\u6e96\u5099\u5728\u5a5a\u5916\u60c5\u6307\u63a7\u5f8c\u5c07\u4ed6\u64a4\u8077\uff0c\u5176\u4e2d\u5305\u62ec\u8207\u4e00\u540d\u7591\u4f3c\u4e2d\u570b\u9593\u8adc\u7684\u5a5a\u5916\u60c5\uff0c\u4ee5\u53ca\u8207\u4e00\u540d\u54e1\u5de5\u7684\u5a5a\u5916\u60c5\u3002\u80a1\u50f9\u5df2\u906d\u53d7\u91cd\u5275\uff0c\u800c\u9019\u5834\u98a8\u6ce2\u5982\u4eca\u5df2\u8d85\u8d8a\u55ae\u4e00\u9ad8\u968e\u4e3b\u7ba1\uff0c\u76f4\u62b5\u6574\u500bAI\u5efa\u8a2d\u7684\u6838\u5fc3\u3002<\/p>\n
\u5e02\u5834\u7684\u5373\u6642\u53cd\u61c9\u76f8\u7576\u96e3\u770b\u3002Nvidia\u9031\u4e00\u4e0b\u8dcc4.27%\uff0c\u6536\u65bc178.67\u7f8e\u5143\uff0c\u9031\u4e8c\u518d\u8dcc6%\u3002\u622a\u81f3\u9031\u4e09\u665a\u9593\uff0c\u8a72\u80a1\u5728\u76e4\u5f8c\u4ea4\u6613\u4e2d\u4e0b\u8dcc\u8d85\u904e8%\uff0c\u800c\u90a3\u65af\u9054\u514b100\u6307\u6578\u671f\u8ca8\u9031\u56db\u5728\u4e9e\u6d32\u6642\u6bb5\u4e0b\u8dcc\u8fd11%\u3002\u9019\u4e9b\u8d70\u52e2\u986f\u793a\uff0c\u6295\u8cc7\u4eba\u4e26\u672a\u5c07\u5176\u8996\u70ba\u679d\u7bc0\u8a71\u984c\u3002\u4ed6\u5011\u6b63\u5728\u53cd\u6620\u4e00\u7a2e\u53ef\u80fd\u6027\uff1a\u516c\u53f8\u9818\u5c0e\u5c64\u7684\u4e0d\u78ba\u5b9a\u6027\u53ef\u80fd\u4f7f\u57f7\u884c\u3001\u5c0d\u5916\u6e9d\u901a\u4ee5\u53ca\u63a8\u52d5\u5e02\u5834\u6700\u5927\u6f32\u52e2\u4e4b\u4e00\u7684\u6574\u9ad4AI\u6558\u4e8b\u8b8a\u5f97\u66f4\u52a0\u8907\u96dc\u3002<\/p>\n
\u8463\u4e8b\u6703\u7684\u8abf\u67e5\u662f\u95dc\u9375\u9032\u5c55\uff0c\u56e0\u70ba\u5b83\u5c07\u4e00\u6a01\u5c0f\u5831\u5f0f\u919c\u805e\u8f49\u8b8a\u70ba\u516c\u53f8\u6cbb\u7406\u554f\u984c\u3002\u64daCNBC\u5831\u5c0e\uff0cNvidia\u8058\u8acbWachtell, Lipton, Rosen & Katz\u4ee5\u53ca\u524d\u7f8e\u570b\u4ee3\u7406\u806f\u90a6\u6aa2\u5bdf\u5b98Joon H. Kim\u9032\u884c\u7368\u7acb\u8abf\u67e5\u3002\u9ec3\u4ec1\u52f3\u4e5f\u572811\u67088\u65e5\u7684\u5099\u5fd8\u9304\u4e2d\u76f4\u63a5\u5411\u54e1\u5de5\u8aaa\u660e\uff0c\u627f\u8a8d\u81ea\u5df1\u5c0d\u59bb\u5b50\u300c\u4e0d\u5fe0\u300d\u4e26\u9053\u6b49\u3002\u90a3\u4efd\u5099\u5fd8\u9304\u4e26\u672a\u7d50\u675f\u6b64\u4e8b\uff0c\u53cd\u800c\u64f4\u5927\u4e86\u98a8\u6ce2\u3002\u4e00\u65e6\u516c\u53f8\u5275\u8fa6\u4eba\u6210\u70ba\u7368\u7acb\u8abf\u67e5\u548c\u53ef\u80fd\u7684\u9818\u5c0e\u5c64\u5be9\u67e5\u5c0d\u8c61\uff0c\u6295\u8cc7\u4eba\u5c31\u88ab\u8feb\u601d\u8003\u5ef6\u7e8c\u6027\u3001\u63a7\u5236\u6b0a\uff0c\u4ee5\u53ca\u54c1\u724c\u80fd\u5426\u8d85\u8d8a\u500b\u4eba\u800c\u5b58\u7e8c\u3002<\/p>\n
\u6b64\u4e8b\u4e4b\u6240\u4ee5\u683c\u5916\u52d5\u76ea\uff0c\u5728\u65bc\u9ec3\u4ec1\u52f3\u4e0d\u53ea\u662f\u57f7\u884c\u9577\u3002\u4ed6\u662fNvidia\u7684\u516c\u958b\u9580\u9762\u3001\u6676\u7247\u92b7\u552e\u54e1\u3001\u4f9b\u61c9\u93c8\u7b56\u7565\u7684\u8a2d\u8a08\u8005\uff0c\u4e14\u5728\u8a31\u591a\u6295\u8cc7\u4eba\u773c\u4e2d\uff0c\u662fAI\u71b1\u6f6e\u672c\u8eab\u7684\u6838\u5fc3\u4eba\u7269\u4e4b\u4e00\u3002MarketWatch\u5f15\u8ff0BluBird Capital\u7ba1\u7406\u5408\u5925\u4ebaAnni Sen\u7684\u8a71\u8aaa\uff1a\u300cAI\u80fd\u6709\u4eca\u5929\uff0c\u662f\u56e0\u70ba\u4ed6\uff0c\u4e0d\u7ba1\u4ed6\u7684\u54c1\u683c\u9084\u6709\u4ec0\u9ebc\u5176\u4ed6\u554f\u984c\u3002\u6c92\u6709\u5176\u4ed6\u4eba\u6709\u90a3\u6a23\u7684\u9858\u666f\u3002\u300d\u9019\u7a2e\u4f9d\u8cf4\u6b63\u662f\u5e02\u5834\u73fe\u5728\u9032\u884c\u58d3\u529b\u6e2c\u8a66\u7684\u5730\u65b9\u3002\u5982\u679c\u4e00\u5bb6\u516c\u53f8\u7684\u4f30\u503c\u90e8\u5206\u5efa\u7acb\u5728\u76f8\u4fe1\u67d0\u500b\u4eba\u9ad4\u73fe\u5176\u7b56\u7565\u512a\u52e2\u4e4b\u4e0a\uff0c\u90a3\u9ebc\u5c0d\u9019\u500b\u4eba\u7684\u4efb\u4f55\u5a01\u8105\u90fd\u6703\u6210\u70ba\u5c0d\u4f30\u503c\u7684\u5a01\u8105\u3002<\/p>\n
\u554f\u984c\u4e0d\u50c5\u5728\u65bc\u9ec3\u4ec1\u52f3\u662f\u7559\u662f\u8d70\uff0c\u800c\u5728\u65bc\u5e02\u5834\u80fd\u5426\u5c07Nvidia\u7684\u696d\u52d9\u52d5\u80fd\u8207\u5354\u52a9\u5275\u9020\u9019\u4e00\u5207\u7684\u9ad8\u968e\u4e3b\u7ba1\u5206\u958b\u3002Ten Cap\u9996\u5e2d\u6295\u8cc7\u7d44\u5408\u7d93\u7406Jun Bei Liu\u544a\u8a34\u8def\u900f\u793e\uff1a\u300c\u4ed6\u662fNvidia\u7684\u9580\u9762\uff0c\u800cNvidia\u4e00\u76f4\u8655\u65bcAI\u5efa\u8a2d\u7684\u6700\u524d\u7dda\u3002\u300d\u9019\u5c31\u662f\u554f\u984c\u6240\u5728\uff0c\u4e00\u53e5\u8a71\u9053\u76e1\u3002Nvidia\u4ecd\u662fAI\u7af6\u8cfd\u4e2d\u6700\u91cd\u8981\u7684\u4f9b\u61c9\u5546\uff0c\u4f46\u516c\u53f8\u7684\u6545\u4e8b\u5df2\u8207\u9ec3\u4ec1\u52f3\u7684\u500b\u4eba\u5f62\u8c61\u5bc6\u4e0d\u53ef\u5206\u3002\u7576\u80a1\u5e02\u8cb7\u9032Nvidia\u6642\uff0c\u4e5f\u662f\u5728\u8cb7\u9032AI\u9769\u547d\u7684\u8c61\u5fb5\u610f\u7fa9\u3002<\/p>\n
\u9019\u7a2e\u8c61\u5fb5\u610f\u7fa9\u5df2\u56e0Nvidia\u627f\u8afe\u7684\u898f\u6a21\u800c\u7dca\u7e43\u3002\u8def\u900f\u793e\u5831\u5c0e\uff0c\u8a72\u516c\u53f8\u5728\u6700\u8fd1\u4e00\u4efd\u8ca1\u5831\u4e2d\u5217\u51fa\u7d041,645\u5104\u7f8e\u5143\u7684\u8ca1\u52d9\u627f\u8afe\uff0c\u5305\u62ec\u5c0dOpenAI\u4fc4\u4ea5\u4fc4\u5dde\u8cc7\u6599\u4e2d\u5fc31,050\u5104\u7f8e\u5143\u7684\u4e0a\u9650\u3002\u9019\u4e9b\u6578\u5b57\u986f\u793aNvidia\u5728\u591a\u6df1\u7a0b\u5ea6\u4e0a\u5d4c\u5165\u57fa\u790e\u8a2d\u65bd\u5efa\u8a2d\uff0c\u5176\u652f\u6301\u9060\u8d85\u51fa\u6676\u7247\u92b7\u552e\u3002\u5b83\u5011\u4e5f\u6709\u52a9\u65bc\u89e3\u91cb\u6295\u8cc7\u4eba\u70ba\u4f55\u53cd\u61c9\u5982\u6b64\u5f37\u70c8\uff1a\u8a72\u516c\u53f8\u4e0d\u50c5\u662f\u534a\u5c0e\u9ad4\u4f9b\u61c9\u5546\uff0c\u4e5f\u662f\u6574\u500bAI\u751f\u614b\u7cfb\u7d71\u4e2d\u7684\u8ca1\u52d9\u8207\u7b56\u7565\u63a8\u52d5\u8005\u3002\u4efb\u4f55\u9818\u5c0e\u5c64\u5e72\u64fe\u90fd\u53ef\u80fd\u8ff4\u76ea\u5728\u6574\u500b\u7db2\u7d61\u4e2d\u3002<\/p>\n
\u8463\u4e8b\u6703\u7684\u5229\u5bb3\u540c\u6a23\u91cd\u5927\uff0c\u56e0\u70ba\u5831\u5c0e\u4e2d\u7684\u63a5\u73ed\u554f\u984c\u4ecd\u672a\u89e3\u6c7a\u3002MarketWatch\u8868\u793a\uff0c\u53ef\u80fd\u7684\u5167\u90e8\u63a5\u73ed\u5019\u9078\u4eba\u5305\u62ec\u8ca1\u52d9\u9577Colette Kress\u548c\u526f\u7e3d\u88c1Ian Buck\u3002\u9019\u6216\u8a31\u80fd\u5b89\u64ab\u90e8\u5206\u6295\u8cc7\u4eba\uff0c\u56e0\u70ba\u5169\u4eba\u90fd\u662f\u8cc7\u6df1\u5167\u90e8\u4eba\u58eb\uff0c\u4f46\u4e5f\u51f8\u986f\u4ea4\u68d2\u5c07\u6709\u591a\u9ebc\u56f0\u96e3\u3002\u53d6\u4ee3\u9ec3\u4ec1\u52f3\u4e0d\u50c5\u610f\u5473\u8457\u66f4\u63db\u9ad8\u968e\u4e3b\u7ba1\uff0c\u9084\u610f\u5473\u8457\u53d6\u4ee3\u90a3\u500b\u5b9a\u7fa9Nvidia\u5d1b\u8d77\u7684\u58f0\u97f3\u3001\u8207\u5176\u9858\u666f\u6700\u5bc6\u5207\u76f8\u95dc\u7684\u4eba\uff0c\u4ee5\u53ca\u6700\u6709\u80fd\u529b\u8b93AI\u4ea4\u6613\u7684\u7092\u4f5c\u6a5f\u5668\u5168\u901f\u904b\u8f49\u7684\u4eba\u3002\u5728\u9019\u6a23\u7684\u5e02\u5834\u4e2d\uff0c\u89c0\u611f\u4e0d\u662f\u8868\u9762\u529f\u592b\uff0c\u800c\u662f\u7522\u54c1\u7684\u4e00\u90e8\u5206\u3002<\/p>\n
Seaport Global Securities\u7684Jay Goldberg\u5411NDTV Profit\u76f4\u8a00\u770b\u7a7a\u7406\u7531\uff1a\u300c\u5982\u679c\u4ed6\u8d70\u4e86\uff0c\u770b\u591a\u7406\u7531\u4e5f\u8ddf\u8457\u8d70\u4e86\u3002\u300d\u9019\u6216\u8a31\u8a00\u904e\u5176\u5be6\uff0c\u4f46\u6355\u6349\u4e86\u76ee\u524d\u80a1\u50f9\u5167\u542b\u7684\u98a8\u96aa\u3002Nvidia\u7684\u57fa\u672c\u696d\u52d9\u4ecd\u7136\u5f37\u52c1\uff0c\u516c\u53f8\u4ecd\u8655\u65bc\u52a0\u901f\u904b\u7b97\u9700\u6c42\u7684\u6838\u5fc3\u3002\u7136\u800c\uff0c\u7576\u4e00\u5bb6\u5de8\u578b\u5e02\u503c\u516c\u53f8\u7684\u9580\u9762\u53d7\u5230\u653b\u64ca\u6642\uff0c\u5e02\u5834\u5f88\u5c11\u7b49\u5f85\u5b8c\u6574\u4ea4\u4ee3\u3002\u5b83\u5148\u91cd\u65b0\u5b9a\u50f9\uff0c\u4e4b\u5f8c\u518d\u554f\u554f\u984c\u3002\u7576\u4e8b\u9ad8\u968e\u4e3b\u7ba1\u5df2\u8207\u8a72\u7522\u696d\u7684\u672a\u4f86\u756b\u4e0a\u7b49\u865f\u6642\uff0c\u66f4\u662f\u5982\u6b64\u3002<\/p>\n
\u6cd5\u5f8b\u5c64\u9762\u53c8\u589e\u6dfb\u4e00\u5c64\u3002Anadolu Agency\u5831\u5c0e\uff0c\u80a1\u6771\u96c6\u9ad4\u8a34\u8a1fMark Kistenmacher v. Nvidia\/Huang\u5df2\u5728\u52a0\u5dde\u5317\u5340\u806f\u90a6\u5730\u65b9\u6cd5\u9662\u63d0\u8d77\uff0c\u4f9d\u64da1934\u5e74\u300a\u8b49\u5238\u4ea4\u6613\u6cd5\u300b\u6307\u63a7\u8b49\u5238\u8a50\u6b3a\u3002\u9019\u4e26\u4e0d\u8b49\u660e\u8cac\u4efb\u6210\u7acb\uff0c\u4f46\u986f\u793a\u919c\u805e\u6b63\u591a\u5feb\u5f9e\u516c\u53f8\u6cbb\u7406\u554f\u984c\u64f4\u5c55\u70ba\u8a34\u8a1f\u98a8\u96aa\u3002\u4e00\u65e6\u80a1\u6771\u958b\u59cb\u6307\u63a7\u8a50\u6b3a\uff0c\u5e02\u5834\u5c31\u5fc5\u9808\u8003\u616e\u7684\u4e0d\u53ea\u662f\u8072\u8b7d\u640d\u5bb3\uff0c\u9084\u6709\u66e0\u65e5\u6301\u4e45\u7684\u6cd5\u5f8b\u5206\u5fc3\u3001\u6587\u4ef6\u958b\u793a\u548c\u516c\u958b\u4f5c\u8b49\u7684\u53ef\u80fd\u6027\uff0c\u9019\u4e9b\u90fd\u53ef\u80fd\u8b93\u6b64\u4e8b\u6301\u7e8c\u6578\u6708\u3002<\/p>\n
\u6642\u6a5f\u4e5f\u5f88\u91cd\u8981\u3002Nvidia\u7b2c\u4e09\u5b63\u8ca1\u5831\u9810\u8a08\u65bc2026\u5e7411\u670817\u65e5\u516c\u5e03\uff0c\u9818\u5c0e\u5c64\u8207\u63a5\u73ed\u554f\u984c\u53ef\u80fd\u4e3b\u5c0e\u8a0e\u8ad6\u3002Business Insider\u4e5f\u5831\u5c0e\uff0c\u773e\u8b70\u9662\u5171\u548c\u9ee8\u59d4\u54e1\u6703\u4e3b\u5e2d\u8981\u6c42\u65bc2026\u5e7411\u670818\u65e5\u8207\u9ec3\u4ec1\u52f3\u5c31\u570b\u5bb6\u5b89\u5168\u7591\u616e\u8209\u884c\u9589\u9580\u6703\u8b70\u3002\u9019\u610f\u5473\u8457Nvidia\u6b63\u6b65\u5165\u95dc\u9375\u968e\u6bb5\uff0c\u5e02\u5834\u95dc\u6ce8\u3001\u570b\u6703\u8b70\u54e1\u65bd\u58d3\uff0c\u8463\u4e8b\u6703\u8abf\u67e5\u4ecd\u5728\u9032\u884c\u3002\u5373\u4f7f\u5c0d\u4e00\u5bb6\u5e38\u88ab\u8a8d\u70ba\u898f\u6a21\u592a\u5927\u3001\u5730\u4f4d\u592a\u6838\u5fc3\u800c\u4e0d\u81f3\u65bc\u52d5\u6416\u7684\u516c\u53f8\u800c\u8a00\uff0c\u9019\u4e5f\u662f\u4e00\u6b21\u8981\u540c\u6642\u5438\u6536\u7684\u592a\u591a\u4e8b\u60c5\u3002<\/p>\n
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