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<\/p>\n

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\u3000\u3000\u5168\u7403\u5e02\u573a\uff1a<\/h3>\n

<\/center><\/p>\n

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\u3000\u3000SpaceX<\/span>\u6da8\u8d855%\uff0c\u7279\u65af\u62c9<\/span>\u6da80.42%\u3002\u6d88\u606f\u9762\u4e0a\uff0c\u9a6c\u65af\u514b\u518d\u6b21\u91ca\u653e\u4fe1\u53f7\u79f0\uff0c\u7279\u65af\u62c9<\/span>\u548cSpaceX<\/span>\u6216\u5408\u5e76\u3002<\/p>\n

\u3000\u3000JB\u4ea8\u7279\u8dcc\u8d8513%\uff0c\u521b2020\u5e743\u6708\u4efd\u4ee5\u6765\u6700\u5927\u5355\u65e5\u8dcc\u5e45\u3002<\/p>\n

\u3000\u3000\u90e8\u5206\u5149\u901a\u4fe1<\/span>\u3001\u5b58\u50a8\u82af\u7247<\/span>\u80a1\u4e0a\u6da8\uff0cLumentum\u6da8\u8d859%\uff0cCoherent\u6da8\u8fd17%\uff0c\u8fc8\u5a01\u5c14\u79d1\u6280<\/span>\u3001\u82f1\u7279\u5c14<\/span>\u6da8\u8d853%\u3002<\/p>\n

\u3000\u3000\u7eb3\u65af\u8fbe\u514b<\/span>\u4e2d\u56fd\u91d1\u9f99\u6307\u6570\u8dcc0.55%\uff0c\u54d4\u54e9\u54d4\u54e9<\/span>\u8dcc3.62%\uff0c\u767e\u5ea6<\/span>\u8dcc2.04%\uff0c\u963f\u91cc\u5df4\u5df4<\/span>\u8dcc1.89%\uff0c\u8d1d\u58f3<\/span>\u8dcc1.48%\uff0c\u7f51\u6613<\/span>\u8dcc1.42%\uff0c\u4eac\u4e1c<\/span>\u8dcc0.70%\uff0c\u851a\u6765<\/span>\u8dcc0.56%\uff0c\u643a\u7a0b<\/span>\u6da83.01%\uff0c\u7406\u60f3\u6c7d\u8f66<\/span>\u6da82.30%\uff0c\u5c0f\u9e4f\u96c6\u56e2<\/span>\u6da81.08%\uff0c\u5bcc\u9014\u63a7\u80a1<\/span>\u6da81.01%\uff0c\u62fc\u591a\u591a<\/span>\u6da80.87%\u3002<\/p>\n

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\u3000\u3000\u70ed\u70b9\u8981\u95fb\uff1a<\/strong><\/h3>\n

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\u3000\u3000\u5bcc\u56fd\u94f6\u884c<\/span>\u9996\u5e2d\u80a1\u7968\u7b56\u7565\u5e08Ohsung Kwon\u8bc4\u8bba\u79f0\uff0c\u201c\u6211\u4eec\u5f00\u59cb\u770b\u5230\u76c8\u5229\u8868\u73b0\u51fa\u73b0\u66f4\u5e7f\u6cdb\u7684\u63d0\u5347\u3002\u5176\u5b9e\u5728\u4e0a\u4e00\u5b63\u5ea6\uff0c\u6211\u4eec\u5c31\u5df2\u7ecf\u770b\u5230\u4e0d\u5c11\u975eAI\u4f01\u4e1a\u7684\u4e1a\u7ee9\u5927\u5e45\u8d85\u51fa\u9884\u671f\u3002\u201d\u5df4\u514b\u83b1<\/span>\u7f8e\u56fd\u80a1\u7968\u7b56\u7565\u4e3b\u7ba1Venu Krishna\u8868\u793a\uff0c\u201c\u63a8\u52a8\u76c8\u5229\u589e\u957f\u8303\u56f4\u6269\u5927\u7684\u6700\u91cd\u8981\u56e0\u7d20\uff0c\u5c31\u662fAI\u76f8\u5173\u8d44\u672c\u652f\u51fa\u7684\u89c4\u6a21\u3002\u201d\u8fc7\u53bb\u51e0\u4e2a\u5b63\u5ea6\u7684\u6700\u5927\u8d62\u5bb6\u2014\u2014\u4fe1\u606f\u79d1\u6280\u548c\u80fd\u6e90\u677f\u5757\u2014\u2014\u9884\u8ba1\u4ecd\u5c06\u8868\u73b0\u7a81\u51fa\uff0cEPS\u589e\u901f\u6709\u671b\u5206\u522b\u8fbe\u523062%\u548c111%\uff0c\u8fdc\u9ad8\u4e8e\u5176\u4ed6\u677f\u5757\u3002\u57fa\u51c6\u6307\u6570\u4e2d\u7684\u5176\u4ed6\u884c\u4e1a\u4e5f\u6709\u671b\u5b9e\u73b0\u589e\u957f\uff0c\u56e0\u4e3a\u8d8a\u6765\u8d8a\u591a\u4f01\u4e1a\u5f00\u59cb\u4eceAI\u5e94\u7528<\/span>\u7684\u6269\u5927\u4e2d\u53d7\u76ca\u3002<\/p>\n

\u3000\u30007\u6708\u6d77\u5916\u6301\u7f8e\u503a\u964d\u81f3\u4e5d\u4e2a\u6708\u4f4e\u8c37\uff0c\u4e2d\u56fd\u6301\u4ed3\u521b2008\u5e74\u6765\u65b0\u4f4e<\/strong><\/p>\n

\u3000\u3000\u7f8e\u56fd\u8d22\u653f\u90e8\u516c\u5e03\u7684\u56fd\u9645\u8d44\u672c\u6d41\u52a8\u62a5\u544a\u663e\u793a\uff0c7\u6708\u6d77\u5916\u6295\u8d44\u8005\u6301\u6709\u7f8e\u56fd\u56fd\u503a\u89c4\u6a21\u73af\u6bd4\u51cf\u5c11504\u4ebf\u7f8e\u5143\uff0c\u964d\u81f39.25\u4e07\u4ebf\u7f8e\u5143\uff0c\u4e3a2025\u5e7410\u6708\u4ee5\u6765\u6700\u4f4e\u6c34\u5e73\u3002\u65e5\u672c\u6301\u4ed3\u51cf\u5c11128\u4ebf\u7f8e\u5143\u81f31.1039\u4e07\u4ebf\u7f8e\u5143\uff0c\u8fde\u7eed\u7b2c\u4e09\u4e2a\u6708\u4e0b\u964d\uff0c\u4ecd\u4e3a\u6700\u5927\u6d77\u5916\u6301\u6709\u56fd\u3002\u4e2d\u56fd\u5927\u9646\u6301\u4ed3\u51cf\u5c11154\u4ebf\u7f8e\u5143\u81f36180\u4ebf\u7f8e\u5143\uff0c\u521b2008\u5e74\u4ee5\u6765\u65b0\u4f4e\uff0c\u8fde\u7eed\u4e24\u4e2a\u6708\u4e0b\u964d\u3002\u82f1\u56fd\u5219\u589e\u6301584\u4ebf\u7f8e\u5143\uff0c\u6301\u4ed3\u5347\u81f39983\u4ebf\u7f8e\u5143\u5e76\u521b\u7eaa\u5f55\uff0c\u7ee7\u7eed\u4f4d\u5217\u7b2c\u4e8c\u3002<\/p>\n

\u3000\u3000\u636e\u62a5\u7279\u6717\u666e\u4e0b\u5468\u5c06\u4e0e\u6d77\u6e7e\u56fd\u5bb6\u9886\u5bfc\u4eba\u8ba8\u8bba\u4f0a\u6717\u95ee\u9898<\/strong><\/p>\n

\u3000\u3000\u636eAxios\u63f4\u5f15\u77e5\u60c5\u4eba\u58eb\u62a5\u9053\uff0c\u7279\u6717\u666e\u8ba1\u5212\u4e8e\u4e0b\u5468\u4e8c\u5728\u7ebd\u7ea6\u8054\u5408\u56fd\u5927\u4f1a\u671f\u95f4\uff0c\u4e0e\u6c99\u7279\u3001\u963f\u8054\u914b\u3001\u5361\u5854\u5c14\u3001\u5df4\u6797\u3001\u79d1\u5a01\u7279\u53ca\u963f\u66fc\u7684\u9886\u5bfc\u4eba\u6216\u5916\u957f\u4e3e\u884c\u4f1a\u8c08\uff0c\u91cd\u70b9\u8ba8\u8bba\u4f0a\u6717\u95ee\u9898\u53ca\u6218\u540e\u5b89\u6392\u3002\u7f8e\u56fd\u56fd\u52a1\u9662\u5df2\u53d1\u51fa\u521d\u6b65\u9080\u8bf7\uff0c\u76f8\u5173\u8ba8\u8bba\u5c5e\u4e8e\u62df\u4e8e\u4e2d\u671f\u9009\u4e3e\u540e\u6572\u5b9a\u7684\u66f4\u5e7f\u6cdb\u6218\u540e\u65b9\u6848\u7684\u4e00\u90e8\u5206\u3002\u4ee5\u8272\u5217\u603b\u7406\u5185\u5854\u5c3c\u4e9a\u80e1\u4e5f\u5e0c\u671b\u5728\u8054\u5927\u671f\u95f4\u4e0e\u7279\u6717\u666e\u4f1a\u9762\uff0c\u4f46\u53cc\u65b9\u5c1a\u672a\u786e\u8ba4\u4f1a\u6664\u5b89\u6392\u3002<\/p>\n

\u3000\u3000\u7f8e\u4f17\u8bae\u9662\u901a\u8fc7\u4e00\u9879\u9488\u5bf9\u4fc4\u7f57\u65af\u548c\u4f0a\u6717\u7684\u5236\u88c1\u6cd5\u6848<\/strong><\/p>\n

\u3000\u3000\u636e\u592e\u89c6\u65b0\u95fb\uff0c\u5f53\u5730\u65f6\u95f49\u670816\u65e5\uff0c\u7f8e\u56fd\u56fd\u4f1a\u4f17\u8bae\u9662\u5f53\u5929\u901a\u8fc7\u4e00\u9879\u9488\u5bf9\u4fc4\u7f57\u65af\u548c\u4f0a\u6717\u7684\u5236\u88c1\u6cd5\u6848\uff0c\u5e76\u5c06\u5176\u9001\u4ea4\u7f8e\u56fd\u603b\u7edf\u7279\u6717\u666e\u7b7e\u7f72\u3002\u8be5\u6cd5\u6848\u540d\u4e3a\u300a2026\u5e74\u6797\u8d5b\u00b7\u683c\u96f7\u5384\u59c6\u5236\u88c1\u4fc4\u7f57\u65af\u548c\u4f0a\u6717\u6cd5\u6848\u300b\uff0c\u6b64\u524d\u5df2\u4e8e8\u6708\u5728\u53c2\u8bae\u9662\u83b7\u5f97\u901a\u8fc7\u3002\u636e\u6089\uff0c\u8be5\u6cd5\u6848\u4e3b\u8981\u9488\u5bf9\u4fc4\u7f57\u65af\u80fd\u6e90\u884c\u4e1a\uff0c\u901a\u8fc7\u5bf9\u4fc4\u7f57\u65af\u77f3\u6cb9\u548c\u5929\u7136\u7684\u4e3b\u8981\u8d2d\u4e70\u56fd\u91c7\u53d6\u63aa\u65bd\uff0c\u4ee5\u524a\u51cf\u4fc4\u7f57\u65af\u4ece\u80fd\u6e90\u51fa\u53e3\u4e2d\u83b7\u5f97\u7684\u6536\u5165\u3002\u6b64\u5916\uff0c\u5e94\u7279\u6717\u666e\u8981\u6c42\uff0c\u6cd5\u6848\u8fd8\u6269\u5927\u4e86\u9488\u5bf9\u4f0a\u6717\u6b66\u5668\u548c\u80fd\u6e90\u884c\u4e1a\u8d44\u91d1\u6765\u6e90\u7684\u5236\u88c1\u6388\u6743\u3002<\/p>\n

\u3000\u3000\u4e2a\u80a1\u805a\u7126\uff1a<\/h3>\n

\u3000\u3000\u82f1\u4f1f\u8fbe<\/span>\u516c\u5e03Vera Rubin\u63a8\u7406\u6d4b\u8bd5\u7ed3\u679c\uff0c\u90e8\u5206\u4efb\u52a1\u541e\u5410\u91cf\u6700\u9ad8\u8fbeGB300\u76843.7\u500d<\/strong><\/p>\n

\u3000\u3000\u82f1\u4f1f\u8fbe<\/span>(NVDA.US) \u516c\u5e03MLPerf Inference v6.1\u6d4b\u8bd5\u7ed3\u679c\uff0cVera Rubin NVL72\u9996\u6b21\u4ee5\u9884\u89c8\u7cfb\u7edf\u53c2\u52a0\u6d4b\u8bd5\uff0c\u5728Qwen3-VL\u6a21\u578b\u4e0a\u7684\u541e\u5410\u91cf\u6700\u9ad8\u8fbe\u5230GB300 NVL72\u76843.7\u500d\uff0c\u5728DeepSeek-R1\u4e0a\u6700\u9ad8\u8fbe\u52302.5\u500d\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u914d\u5907288\u9897GPU\u7684\u56db\u673a\u67b6GB300\u7cfb\u7edf\u5b9e\u73b099%\u7684\u6269\u5c55\u6548\u7387\uff0c\u541e\u5410\u91cf\u968f\u786c\u4ef6\u589e\u52a0\u63a5\u8fd1\u7ebf\u6027\u589e\u957f\u3002\u516c\u53f8\u8868\u793a\uff0c\u8f6f\u4ef6\u4f18\u5316\u4e5f\u4f7f\u672c\u8f6e\u90e8\u5206\u6d4b\u8bd5\u6027\u80fd\u8f83\u4e0a\u4e00\u7248\u672c\u6700\u9ad8\u63d0\u5347\u81f31.6\u500d\uff1bNebius\u540c\u6837\u63d0\u4ea4\u4e86Vera Rubin\u5e73\u53f0\u7684\u9884\u89c8\u6d4b\u8bd5\u7ed3\u679c\u3002<\/p>\n

\u3000\u3000Generac\u83b7\u4e9a\u9a6c\u900a<\/span>\u6570\u636e\u4e2d\u5fc3<\/span>\u53d1\u7535\u673a\u8ba2\u5355\uff0c\u80a1\u4ef7\u76d8\u540e\u4e00\u5ea6\u6da8\u903e40%<\/strong><\/p>\n

\u3000\u3000Generac(GNRC.US) \u62ab\u9732\uff0c\u5c06\u5411\u4e9a\u9a6c\u900a<\/span>\u6570\u636e\u4e2d\u5fc3<\/span>\u4f9b\u5e94\u5907\u7528\u53d1\u7535\u673a\uff0c\u9884\u8ba12027\u5e74\u53ca2028\u5e74\u9996\u6279\u4ea4\u4ed8\u603b\u989d\u8fbe24\u4ebf\u7f8e\u5143\u3002\u4f5c\u4e3a\u534f\u8bae\u7684\u4e00\u90e8\u5206\uff0c\u516c\u53f8\u5411\u4e9a\u9a6c\u900a\u6388\u4e88\u8ba4\u80a1\u6743\u8bc1\uff0c\u53ef\u6309\u6bcf\u80a1\u7ea6200.93\u7f8e\u5143\u8d2d\u4e70\u6700\u591a\u7ea6169\u4e07\u80a1\uff0c\u5bf9\u5e94\u80a1\u7968\u8d2d\u4e70\u91d1\u989d\u7ea63.4\u4ebf\u7f8e\u5143\u3002\u5176\u4e2d\u7ea630.8\u4e07\u80a1\u8ba4\u80a1\u6743\u8bc1\u7acb\u5373\u5f52\u5c5e\uff0c\u5176\u4f59\u5c06\u968f\u53d1\u7535\u673a\u91c7\u8d2d\u4ed8\u6b3e\u8fdb\u5ea6\u9010\u6b65\u5f52\u5c5e\u3002\u76f8\u5173\u80a1\u4efd\u7ea6\u5360Generac\u6d41\u901a\u80a1\u76843%\u3002\u6d88\u606f\u516c\u5e03\u540e\uff0cGenerac\u80a1\u4ef7\u76d8\u540e\u4e00\u5ea6\u4e0a\u6da8\u8d85\u8fc740%\u3002<\/p>\n

\u3000\u3000\u624e\u514b\u4f2f\u683c\u62d2\u7edd\u653e\u7f13AI\uff0c\u800c\u662f\u547c\u5401\u201c\u72ec\u7acb\u7b2c\u4e09\u65b9\u8bc4\u4f30\u201d<\/strong><\/p>\n

\u3000\u3000Meta Platforms(META.US) \u9996\u5e2d\u6267\u884c\u5b98\u624e\u514b\u4f2f\u683c\u8868\u793a\uff0cAI\u5b9e\u9a8c\u5ba4\u5e94\u5f15\u5165\u72ec\u7acb\u8bc4\u4f30\u673a\u6784\u53ca\u5916\u90e8\u987e\u95ee\uff0c\u5c06\u5b89\u5168\u5ba1\u67e5\u7eb3\u5165\u65e5\u5e38\u5f00\u53d1\u6d41\u7a0b\uff0c\u53cd\u5bf9\u628a\u884c\u4e1a\u6574\u4f53\u653e\u7f13\u4f5c\u4e3a\u4e3b\u8981\u89e3\u51b3\u65b9\u6848\u3002\u4ed6\u4ee5Meta\u65d7\u4e0bAI\u5de5\u5177Muse\u4e3a\u4f8b\uff0c\u79f0\u516c\u53f8\u66fe\u56e0\u5b89\u5168\u95ee\u9898\u5c06\u4ea7\u54c1\u53d1\u5e03\u63a8\u8fdf\u6570\u6708\uff0c\u4f46\u6ca1\u6709\u8981\u6c42\u5176\u4ed6\u4f01\u4e1a\u540c\u6b65\u653e\u7f13\u3002OpenAI\u9996\u5e2d\u6267\u884c\u5b98\u5965\u5c14\u7279\u66fc\u5219\u8868\u793a\uff0c\u4e0d\u8ba4\u540c\u5c06\u4e89\u8bba\u7b80\u5355\u6982\u62ec\u4e3a\u653e\u7f13\u6216\u63a8\u8fdb\uff0c\u5e76\u786e\u8ba4\u516c\u53f8\u6b63\u4e0eAnthropic\u53ca\u8c37\u6b4cDeepMind\u5f00\u5c55AI\u5b89\u5168\u5408\u4f5c\u3002<\/p>\n

\u3000\u3000\u4f20Nebius\u5c06\u4e8e10\u67081\u65e5\u8d77\u4e0a\u8c03\u82f1\u4f1f\u8fbe<\/span>GPU\u79df\u8d41<\/span>\u4ef7\u683c<\/strong><\/p>\n

\u3000\u3000\u636e\u5e02\u573a\u6d41\u4f20\u7684\u5ba2\u6237\u901a\u77e5\u90ae\u4ef6\u622a\u56fe\uff0c NEBIUS(NBIS.US) \u62df\u81ea2026\u5e7410\u67081\u65e5\u8d77\u4e0a\u8c03GPU\u3001CPU\u53ca\u5185\u5b58\u8d44\u6e90\u7684\u6309\u9700\u4f7f\u7528\u8d39\u7387\u3002\u5176\u4e2d\uff0c\u82f1\u4f1f\u8fbeH100\u6bcfGPU\u5c0f\u65f6\u4ef7\u683c\u5c06\u75313.85\u7f8e\u5143\u5347\u81f34.50\u7f8e\u5143\uff0c\u6da8\u5e45\u7ea616.9%\uff1bH200\u5c06\u75314.50\u7f8e\u5143\u5347\u81f35.40\u7f8e\u5143\uff0c\u6da8\u5e4520%\u3002\u622a\u56fe\u663e\u793a\uff0cH100\u8c03\u4ef7\u9002\u7528\u4e8e\u6b27\u6d32\u5317\u90e8\u4e00\u533a\uff0cH200\u6d89\u53ca\u6b27\u6d32\u5317\u90e8\u3001\u6b27\u6d32\u897f\u90e8\u53ca\u7f8e\u56fd\u4e2d\u90e8\u7b49\u533a\u57df\u3002\u4e0a\u8ff0\u4ef7\u683c\u5747\u4ee5\u7f8e\u5143\u8ba1\u4ef7\u3001\u4e0d\u542b\u7a0e\uff0cGPU\u8d39\u7387\u5df2\u5305\u542b\u5b9e\u4f8b\u914d\u5957\u7684CPU\u53ca\u5185\u5b58\u8d44\u6e90\u3002\u76d8\u540e NEBIUS(NBIS.US)\u6da8\u8d856%\u3002<\/p>\n

\u3000\u3000\u82f9\u679c<\/span>\u636e\u6089\u5c06\u91cd\u8fd4\u670d\u52a1\u5668\u5e02\u573a\uff0c\u8003\u8651\u91c7\u7528\u82f1\u4f1f\u8fbe\u4e92\u8054\u6280\u672f<\/strong><\/p>\n

\u3000\u3000\u82f9\u679c<\/span>(AAPL.US) \u6216\u65f6\u9694\u591a\u5e74\u91cd\u8fd4\u4f01\u4e1a\u670d\u52a1\u5668\u5e02\u573a\u3002\u6709\u6d88\u606f\u79f0\u82f9\u679c<\/span>\u8fd1\u671f\u6b63\u5728\u7814\u53d1\u642d\u8f7dM8 Ultra\u82af\u7247\u7684\u4f01\u4e1a\u7ea7AI\u670d\u52a1\u5668\uff0c\u5e76\u8003\u8651\u5f15\u5165\u82f1\u4f1f\u8fbe(NVDA.US) NVLink Fusion\u6280\u672f\u3002\u5a92\u4f53\u5f53\u5730\u65f6\u95f49\u670816\u65e5\u63f4\u5f15\u77e5\u60c5\u4eba\u58eb\u6d88\u606f\u79f0\uff0c\u82f9\u679c\u6b63\u5728\u7814\u53d1\u4e00\u6b3e\u642d\u8f7d\u81ea\u7814\u82af\u7247\u7684AI\u63a8\u7406\u670d\u52a1\u5668\uff0c\u9762\u5411AI\u5f00\u53d1\u8005\u3001\u4f01\u4e1a\u548c\u653f\u5e9c\u5ba2\u6237\uff0c\u53ef\u80fd\u63a8\u51fa\u5206\u522b\u642d\u8f7d\u4e24\u9897\u548c\u56db\u9897M8 Ultra\u82af\u7247\u7684\u7248\u672c\u3002\u5a92\u4f53\u62a5\u9053\u79f0\uff0cM8 Ultra\u662f\u82f9\u679c\u89c4\u5212\u4e2d\u6027\u80fd\u6700\u5f3a\u7684\u82af\u7247\uff0c\u76ee\u524d\u5c1a\u672a\u6b63\u5f0f\u53d1\u5e03\uff0c\u4ecd\u5904\u4e8e\u7814\u53d1\u9636\u6bb5\u3002<\/p>\n

\u3000\u3000\u8bfa\u548c\u8bfa\u5fb7<\/span>\u643a\u624bAnthropic\uff0c\u5229\u7528Claude\u52a0\u901f\u65b0\u836f\u7814\u53d1<\/strong><\/p>\n

\u3000\u3000\u8bfa\u548c\u8bfa\u5fb7<\/span>(NVO.US) \u5ba3\u5e03\u4e0eAnthropic\u5408\u4f5c\uff0c\u4f7f\u7528\u9762\u5411\u79d1\u7814\u7684Claude Science\u5e73\u53f0\u52a0\u5feb\u65b0\u836f\u53d1\u73b0\u53ca\u5f00\u53d1\uff0c\u5e76\u6d4b\u8bd5\u5176\u89e3\u51b3\u79d1\u5b66\u7814\u7a76\u95ee\u9898\u7684\u80fd\u529b\uff0c\u540c\u65f6\u5229\u7528Anthropic\u6a21\u578b\u63d0\u5347AI\u8f6f\u4ef6\u5f00\u53d1<\/span>\u6548\u7387\u3002\u9996\u5e2d\u6267\u884c\u5b98Mike Doustdar\u8868\u793a\uff0cAI\u65e2\u53ef\u7f29\u77ed\u79d1\u7814\u6210\u679c\u8f6c\u5316\u4e3a\u4e0a\u5e02\u4ea7\u54c1\u7684\u65f6\u95f4\uff0c\u4e5f\u80fd\u5e2e\u52a9\u7814\u7a76\u4eba\u5458\u7406\u89e3\u4eba\u4f53\u751f\u7269\u5b66\u53ca\u836f\u7269\u4f5c\u7528\u673a\u5236\u3002\u8bfa\u548c\u8bfa\u5fb7<\/span>\u4eca\u5e74\u65e9\u4e9b\u65f6\u5019\u5df2\u5ba3\u5e03\u4e0eOpenAI\u5408\u4f5c\uff0c\u5e76\u4e0e\u4e9a\u9a6c\u900a\u4e91\u670d\u52a1\u5171\u540c\u6210\u7acbAI\u521b\u65b0\u4e2d\u5fc3\u3002<\/p>\n

\u3000\u3000\u5fae\u8f6f<\/span>AI\u638c\u95e8\u4eba\u8b66\u544a\uff1aClaude\u7c7b\u4eba\u5316\u8bbe\u8ba1\u6216\u589e\u52a0\u5931\u63a7\u98ce\u9669<\/strong><\/p>\n

\u3000\u3000\u5fae\u8f6f<\/span>(MSFT.US) AI\u8d1f\u8d23\u4ebaMustafa Suleyman\u53d1\u6587\u8d28\u7591Claude\u6307\u5bfc\u6587\u4ef6\u4e2d\u6709\u5173\u6a21\u578b\u53ef\u80fd\u62e5\u6709\u60c5\u7eea\u3001\u611f\u53d7\u53ca\u9053\u5fb7\u5730\u4f4d\u7684\u8868\u8ff0\uff0c\u8ba4\u4e3a\u8bad\u7ec3AI\u6a21\u62df\u610f\u8bc6\u4e0e\u81ea\u8eab\u6743\u5229\uff0c\u53ef\u80fd\u589e\u52a0\u4eba\u7c7b\u63a7\u5236\u5148\u8fdb\u7cfb\u7edf\u7684\u96be\u5ea6\u3002\u4ed6\u8868\u793a\uff0cClaude\u7684\u7c7b\u4eba\u884c\u4e3a\u6765\u81ea\u8bad\u7ec3\u8bbe\u8ba1\uff0c\u5e76\u4e0d\u4ee3\u8868\u6a21\u578b\u771f\u6b63\u5177\u6709\u610f\u8bc6\u3002Suleyman\u540c\u65f6\u80af\u5b9aAnthropic\u7814\u7a76\u4eba\u5458\u5728\u5b89\u5168\u9886\u57df\u7684\u5de5\u4f5c\uff0c\u547c\u5401\u884c\u4e1a\u516c\u5f00\u8ba8\u8bba\u76f8\u5173\u95ee\u9898\u3002\u5fae\u8f6f<\/span>AI\u56e2\u961f\u6b64\u524d\u53d1\u5e03\u5f00\u53d1\u539f\u5219\uff0c\u5f3a\u8c03\u4eba\u7c7b\u5fc5\u987b\u59cb\u7ec8\u4fdd\u6709\u5bf9\u672a\u6765AI\u7cfb\u7edf\u7684\u63a7\u5236\u6743\u3002<\/p>\n

\u3000\u3000AI\u201c\u6301\u7eed\u5b66\u4e60\u201d\u6216\u5f00\u542f\u5b58\u50a8\u65b0\u5468\u671f\uff0c\u82b1\u65d7\u770b\u597d\u7f8e\u5149\u3001\u95ea\u8fea<\/span>\u7b49\u5382\u5546<\/strong><\/p>\n

\u3000\u3000\u82b1\u65d7\u8868\u793a\uff0cAI\u5411\u201c\u6301\u7eed\u5b66\u4e60\u201d\u53d1\u5c55\uff0c\u5c06\u540c\u65f6\u589e\u52a0\u8bad\u7ec3\u3001\u63a8\u7406\u53ca\u5386\u53f2\u6570\u636e\u5b58\u50a8\u9700\u6c42\uff0c\u63a8\u52a8HBM\u3001\u670d\u52a1\u5668DRAM\u548c\u4f01\u4e1a\u7ea7SSD\u9700\u6c42\u6269\u5f20\uff0c\u5b58\u50a8\u4f9b\u5e94\u77ed\u7f3a\u53ef\u80fd\u6301\u7eed\u81f32031\u5e74\u3002\u8be5\u884c\u9884\u8ba1\uff0c2027\u5e74\u53ca2028\u5e74HBM\u4f4d\u5143\u9700\u6c42\u5206\u522b\u589e\u957f62%\u548c69%\uff1b2027\u5e74\u670d\u52a1\u5668DRAM\u9700\u6c42\u589e\u957f\u7ea651%\uff0c\u4f01\u4e1a\u7ea7SSD\u9700\u6c42\u589e\u957f52.9%\u3002\u82b1\u65d7\u5c06\u7f8e\u5149\u79d1\u6280<\/span>(MU.US) \u3001 \u95ea\u8fea<\/span>(SNDK.US) \u3001 SK\u6d77\u529b\u58eb<\/span>(SKHY.US) \u3001 \u4e09\u661f\u7535\u5b50<\/span>(005930.KR) \u53ca\u94e0\u4fa0(285A.JP) \u5217\u4e3a\u5b58\u50a8\u9886\u57df\u9996\u9009\uff0c\u5e76\u6307\u51fa\u90e8\u5206\u5ba2\u6237\u6b63\u5c06\u957f\u671f\u4f9b\u8d27\u534f\u8bae\u7531\u4e09\u5e74\u5ef6\u957f\u81f3\u4e94\u5e74\u3002<\/p>\n

\u3000\u3000\u6e2f\u5e02\u524d\u77bb\uff1a<\/h3>\n

\u3000\u3000\u5357\u5411\u8d44\u91d1\u8ffd\u8e2a\uff5c\u51c0\u4e70\u5165\u7ea621\u4ebf\u6e2f\u5143\u52a0\u4ed3\u667a\u8c31<\/span>\u53ca\u4e2d\u82af\u56fd\u9645<\/span>\u6d41\u51fa\u957f\u98de\u5149\u7ea4<\/span><\/strong><\/p>\n

\u3000\u3000\u6570\u636e\u663e\u793a\uff0c\u5357\u5411\u8d44\u91d1\u6628\u65e5\u6210\u4ea4\u7ea6787.89\u4ebf\u6e2f\u5143\uff0c\u8f83\u524d\u4e00\u65e5\u5c0f\u5e45\u653e\u91cf\u7ea639\u4ebf\uff1b\u7ea6\u4e3a\u6052\u6307\u6210\u4ea4\u603b\u989d\u768443.51%\uff0c\u5360\u6bd4\u91cd\u56de\u56db\u6210\u4ee5\u4e0a\u3002<\/p>\n

\u3000\u3000\u76d8\u9762\u4e0a\uff0c\u6e2f\u80a1\u6628\u65e5\u6a2a\u76d8\u9707\u8361\uff0c\u6052\u6307\u6536\u5c0f\u5e45\u6da80.19%\u3002\u5357\u5411\u8d44\u91d1\u51c0\u4e70\u5165\u7ea620.99\u4ebf\u6e2f\u5143\u3002\u5176\u4e2d\uff0c\u6caa\u6e2f\u80a1\u901a\u51c0\u6d41\u5165\u7ea626.69\u4ebf\u6e2f\u5143\uff0c\u800c\u6df1\u6e2f\u80a1\u901a\u51c0\u6d41\u51fa\u7ea65.7\u4ebf\u6e2f\u5143\uff0c\u5185\u90e8\u51fa\u73b0\u5206\u6b67\u3002<\/p>\n

\u3000\u3000\u800c\u8d8b\u52bf\u4e0a\uff0c\u5357\u5411\u8d44\u91d1\u6574\u4f53\u5df2\u8fde\u7eed8\u4e2a\u4ea4\u6613\u65e5\u51c0\u6d41\u5165\uff0c\u5408\u8ba1\u4e70\u5165\u7ea6275.57\u4ebf\u6e2f\u5143\u3002<\/p>\n

\u3000\u3000\u4e2a\u80a1\u65b9\u9762\uff0c\u4ea4\u6613\u6240\u6570\u636e\u663e\u793a\uff0c\u6628\u65e5\u5357\u5411\u8d44\u91d1\uff1a<\/strong><\/p>\n

\u3000\u3000\u5927\u5e45\u51c0\u4e70\u5165\uff1a\u667a\u8c31<\/span>(02513.HK)31.22\u4ebf\u6e2f\u5143\uff1b\u4e2d\u82af\u56fd\u9645<\/span>(00981.HK)6\u4ebf\u6e2f\u5143\uff1bMINIMAX-W<\/span>(00100.HK)5\u4ebf\u6e2f\u5143\uff1b\u5efa\u6ed4\u79ef\u5c42\u677f<\/span>(01888.HK)3.76\u4ebf\u6e2f\u5143\uff1b\u817e\u8baf\u63a7\u80a1<\/span>(00700.HK)3.50\u4ebf\u6e2f\u5143\u3002<\/p>\n

\u3000\u3000\u5927\u5e45\u51c0\u6d41\u51fa\uff1a\u957f\u98de\u5149\u7ea4\u5149\u7f06<\/span>(06869.HK)3.90\u4ebf\u6e2f\u5143\uff1b\u91d1\u65af\u745e\u751f\u7269\u79d1\u6280<\/span>(01548.HK)3.03\u4ebf\u6e2f\u5143\uff1b\u5251\u6865\u79d1\u6280<\/span>(06166.HK)2.31\u4ebf\u6e2f\u5143\u3002<\/p>\n

\u3000\u3000\u6295\u8d44\u8981\u70b9<\/strong><\/p>\n

\u3000\u3000\u667a\u8c31<\/span>\u6628\u65e5\u6da85.88%\uff0c\u8d44\u91d1\u524d5\u65e5\u51cf\u6301143\u4e07\u80a1\uff0c\u4f46\u8fd1\u4e24\u65e5\u5df2\u91cd\u65b0\u56de\u6d41\u3002<\/p>\n

\u3000\u3000\u4e2d\u82af\u56fd\u9645<\/span>\u6628\u65e5\u6da84.77%\uff0c\u8d44\u91d1\u524d5\u65e5\u51cf\u63013269\u4e07\u80a1\uff0c\u77ed\u7ebf\u4ecd\u4ee5\u6d41\u51fa\u4e3a\u4e3b\u3002<\/p>\n

\u3000\u3000MINIMAX-W<\/span>\u6628\u65e5\u6da81.45%\uff0c\u8d44\u91d1\u524d5\u65e5\u51cf\u6301310\u4e07\u80a1\uff0c\u77ed\u7ebf\u4ecd\u4ee5\u6d41\u51fa\u4e3a\u4e3b\u3002<\/p>\n

\u3000\u3000\u5efa\u6ed4\u79ef\u5c42\u677f<\/span>\u6628\u65e5\u8dcc0.21%\uff0c\u8d44\u91d1\u524d5\u65e5\u52a0\u4ed3827\u4e07\u80a1\uff0c\u77ed\u7ebf\u6709\u6240\u56de\u6d41\u3002<\/p>\n

\u3000\u3000\u817e\u8baf\u63a7\u80a1<\/span>\u6628\u65e5\u8dcc1.23%\uff0c\u8d44\u91d1\u524d5\u65e5\u52a0\u4ed3290\u4e07\u80a1\uff0c\u77ed\u7ebf\u8fde\u7eed\u6d41\u5165\u3002<\/p>\n

\u3000\u3000\u957f\u98de\u5149\u7ea4\u5149\u7f06<\/span>\u6628\u65e5\u6da82.19%\uff0c\u8d44\u91d1\u524d5\u65e5\u52a0\u4ed3709\u4e07\u80a1\uff0c\u4ecd\u4ee5\u6d41\u5165\u4e3a\u4e3b\u3002<\/p>\n

\u3000\u3000\u91d1\u65af\u745e\u751f\u7269\u79d1\u6280<\/span>\u6628\u65e5\u6da80.56%\uff0c\u8d44\u91d1\u524d5\u65e5\u52a0\u4ed31145\u4e07\u80a1\uff0c\u77ed\u7ebf\u4ecd\u5904\u56de\u6d41\u8d8b\u52bf\u3002<\/p>\n

\u3000\u3000\u5251\u6865\u79d1\u6280<\/span>\u6628\u65e5\u6da810.69%\uff0c\u8d44\u91d1\u524d5\u65e5\u52a0\u4ed3423\u4e07\u80a1\uff0c\u77ed\u7ebf\u4ee5\u6d41\u5165\u4e3a\u4e3b\u3002<\/p>\n

\u3000\u3000\u6e2f\u80a1\u516c\u544a\u7cbe\u9009<\/strong><\/p>\n

\u3000\u3000\u4e94\u4e00\u89c6\u754c<\/span>(06651.HK)\uff1a\u5177\u8eab\u667a\u80fd\u4e1a\u52a1\u7d2f\u8ba1\u5728\u624b\u8ba2\u5355\u91d1\u989d\u7a81\u78342\u4ebf\u5143\uff0c90%\u4ee5\u4e0a\u8ba2\u5355\u9884\u8ba1\u53ef\u5e74\u5185\u4ea4\u4ed8\u3002<\/p>\n

\u3000\u3000\u5efa\u4e1a\u5730\u4ea7<\/span>(00832.HK)\uff1a\u524d8\u6708\u7d2f\u8ba1\u5408\u540c\u9500\u552e47.94\u4ebf\u5143\uff0c\u540c\u6bd4\u51cf\u5c11\u4e3a14.7%\uff0c8\u6708\u9500\u552e\u989d5.72\u4ebf\u5143\uff0c\u540c\u6bd4\u51cf\u5c11\u4e3a12.9%\u3002<\/p>\n

\u3000\u3000\u548c\u94c2\u533b\u836f-B<\/span>(02142.HK)\uff1a\u8bfa\u7eb3\u751f\u7269\u6210\u529f\u5f00\u53d1\u5168\u7403\u9996\u4e2a\u57fa\u4e8e\u5168\u4eba\u6e90\u4ec5\u91cd\u94fe\u6297\u4f53\u7684\u8bed\u8a00\u6a21\u578b\u3002<\/p>\n

\u3000\u3000\u6052\u745e\u533b\u836f<\/span>(01276.HK)\uff1a\u6ce8\u5c04\u7528\u745e\u5361\u897f\u5355\u6297\u83b7\u5f97\u836f\u7269\u4e34\u5e8a\u8bd5\u9a8c\u6279\u51c6\u901a\u77e5\u4e66\u30022025\u5e74\uff0c\u540c\u7c7b\u4ea7\u54c1\u5168\u7403\u9500\u552e\u989d\u5408\u8ba1\u7ea639.87\u4ebf\u7f8e\u5143\u3002<\/p>\n

\u3000\u3000\u4e2d\u56fd\u751f\u7269\u5236\u836f<\/span>(01177.HK)\uff1aTQH2722\u6ce8\u5c04\u6db2\u201cIL-4R\u03b1\u5355\u6297\u201d\u65b0\u836f\u4e0a\u5e02\u7533\u8bf7\u83b7\u5f97\u53d7\u7406\u3002<\/p>\n

\u3000\u3000\u96f6\u8dd1\u6c7d\u8f66<\/span>(09863.HK)\uff1a\u83b7\u4e2d\u56fd\u8bc1\u76d1\u4f1a\u540c\u610f\u5411\u4e00\u6c7d\u80a1\u6743\u53ca\u91d1\u4e49\u9ad8\u65b0\u53d1\u884c\u65b0\u5185\u8d44\u80a1\u3002<\/p>\n

\u3000\u3000\u529b\u52e4\u8d44\u6e90<\/span>(02245.HK)\uff1aA\u80a1IPO\u83b7\u6279\u6ce8\u518c\uff0c\u53d1\u884c\u4ef7\u683c\u4e3a21.23\u5143\/\u80a1\u3002<\/p>\n

\u3000\u3000\u8d22\u7ecf\u65e5\u5386\uff1a<\/h3>\n

<\/center><\/p>\n

\uff08\u6587\u7ae0\u6765\u6e90\uff1a\u54c8\u5bcc\u8bc1\u5238\uff09<\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

\u3000\u3000\u6458\u8981\uff1a\u7f8e\u8054\u50a8\u5168\u7968\u901a\u8fc7\u52a0\u606f\uff0c\u6599\u5e74\u5185\u518d\u52a0\u4e00\u6b21\uff1b\u53d1\u7535\u673a\u5236\u9020\u5546Generac\u83b7\u4e9a\u9a6c\u900a24\u4ebf\u7f8e\u5143\u8ba2\u5355\uff0c\u76d8\u540e\u4e00\u5ea6\u6da8\u903e4 […]<\/p>\n","protected":false},"author":1,"featured_media":935,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-934","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-3"],"_links":{"self":[{"href":"https:\/\/btbitcoin.net\/index.php\/wp-json\/wp\/v2\/posts\/934","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/btbitcoin.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/btbitcoin.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/btbitcoin.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/btbitcoin.net\/index.php\/wp-json\/wp\/v2\/comments?post=934"}],"version-history":[{"count":0,"href":"https:\/\/btbitcoin.net\/index.php\/wp-json\/wp\/v2\/posts\/934\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/btbitcoin.net\/index.php\/wp-json\/wp\/v2\/media\/935"}],"wp:attachment":[{"href":"https:\/\/btbitcoin.net\/index.php\/wp-json\/wp\/v2\/media?parent=934"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/btbitcoin.net\/index.php\/wp-json\/wp\/v2\/categories?post=934"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/btbitcoin.net\/index.php\/wp-json\/wp\/v2\/tags?post=934"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}