{"id":460,"date":"2026-05-28T13:30:29","date_gmt":"2026-05-28T13:30:29","guid":{"rendered":"https:\/\/equitiesorbis.com\/%e4%b8%87%e4%ba%bf%e7%be%8e%e5%85%83%e5%ad%98%e5%82%a8%e6%8b%90%e7%82%b9%ef%bc%9a%e4%b8%ba%e4%bd%95%e7%be%8e%e5%85%89%e6%98%af%e7%bb%88%e6%9e%81-ai-%e4%bb%b7%e5%80%bc%e4%ba%a4%e6%98%93\/"},"modified":"2026-06-08T18:48:21","modified_gmt":"2026-06-08T18:48:21","slug":"%e4%b8%87%e4%ba%bf%e7%be%8e%e5%85%83%e5%ad%98%e5%82%a8%e6%8b%90%e7%82%b9%ef%bc%9a%e4%b8%ba%e4%bd%95%e7%be%8e%e5%85%89%e6%98%af%e7%bb%88%e6%9e%81-ai-%e4%bb%b7%e5%80%bc%e4%ba%a4%e6%98%93","status":"publish","type":"post","link":"https:\/\/equitiesorbis.com\/zh-hans\/%e4%b8%87%e4%ba%bf%e7%be%8e%e5%85%83%e5%ad%98%e5%82%a8%e6%8b%90%e7%82%b9%ef%bc%9a%e4%b8%ba%e4%bd%95%e7%be%8e%e5%85%89%e6%98%af%e7%bb%88%e6%9e%81-ai-%e4%bb%b7%e5%80%bc%e4%ba%a4%e6%98%93\/","title":{"rendered":"\u4e07\u4ebf\u7f8e\u5143\u5b58\u50a8\u62d0\u70b9\uff1a\u4e3a\u4f55\u7f8e\u5149\u662f\u7ec8\u6781 AI \u4ef7\u503c\u4ea4\u6613"},"content":{"rendered":"\n

2026 \u5e74 5 \u6708 26 \u65e5\uff0c\u661f\u671f\u4e8c\uff0c\u5c06\u88ab\u94ed\u8bb0\u4e3a\u4eba\u5de5\u667a\u80fd\u53d9\u4e8b\u53d1\u751f\u6839\u672c\u6027\u8f6c\u53d8\u7684\u4e00\u5929\u3002\u5c3d\u7ba1\u5927\u76d8\u56e0\u7f8e\u4f0a\u505c\u706b\u5e0c\u671b\u800c\u6b22\u6b23\u9f13\u821e\uff0c\u6807\u666e 500 \u6307\u6570\u548c\u7eb3\u65af\u8fbe\u514b\u6307\u6570\u53cc\u53cc\u521b\u4e0b\u5386\u53f2\u65b0\u9ad8\uff0c\u4f46\u6b64\u6b21\u53cd\u5f39\u7684\u771f\u6b63\u6838\u5fc3\u5728\u4e8e\u5b58\u50a8\u534a\u5bfc\u4f53\u677f\u5757\u3002\u5728\u4e00\u6b21\u5386\u53f2\u6027\u7684\u6ce2\u52a8\u4e2d\uff0c\u7f8e\u5149\u79d1\u6280 (MU) \u53ca\u5176\u97e9\u56fd\u7ade\u4e89\u5bf9\u624b SK \u6d77\u529b\u58eb\u7684\u5e02\u503c\u5747\u9996\u6b21\u7a81\u7834\u4e86 1 \u4e07\u4ebf\u7f8e\u5143\u5927\u5173\u3002 <\/p>\n\n

\u7f8e\u5149\u662f\u672c\u4ea4\u6613\u65e5\u65e0\u53ef\u4e89\u8bae\u7684\u660e\u661f\uff0c\u80a1\u4ef7\u98d9\u5347 21%\uff0c\u6536\u4e8e 909 \u7f8e\u5143\u9644\u8fd1\uff0c\u521b\u4e0b\u81ea 2011 \u5e74\u4ee5\u6765\u7684\u6700\u5927\u5355\u65e5\u6da8\u5e45\u3002\u8fd9\u4e00\u7206\u53d1\u5f0f\u884c\u60c5\u662f\u7531\u745e\u94f6 (UBS) \u7684\u4e00\u4efd\u60ca\u4eba\u62a5\u544a\u50ac\u5316\u7684\uff0c\u8be5\u884c\u5c06\u5176\u76ee\u6807\u4ef7\u4ece 535 \u7f8e\u5143\u4e0a\u8c03\u4e86\u4e24\u500d\uff0c\u8fbe\u5230\u534e\u5c14\u8857\u6700\u9ad8\u70b9\u7684 1,625 \u7f8e\u5143\u3002\u7136\u800c\uff0c\u5c3d\u7ba1\u5728\u8fc7\u53bb 12 \u4e2a\u6708\u91cc\u4e0a\u6da8\u4e86 820%\uff0c\u4f46\u76f8\u5bf9\u4e8e\u5176\u8d85\u9ad8\u901f\u589e\u957f\u8f68\u8ff9\uff0c\u7f8e\u5149\u7684\u4f30\u503c\u4f9d\u7136\u975e\u5e38\u4f4e\u5ec9\u3002\u968f\u7740 AI \u57fa\u7840\u8bbe\u65bd\u5efa\u8bbe\u7684\u52a0\u901f\uff0c\u7f8e\u5149\u5df2\u4ece\u5468\u671f\u6027\u5927\u5b97\u5546\u54c1\u751f\u4ea7\u5546\u8f6c\u578b\u4e3a\u751f\u6210\u5f0f AI \u7ecf\u6d4e\u4e2d\u4e0d\u53ef\u6216\u7f3a\u7684\u7ed3\u6784\u6027\u652f\u67f1\u3002 <\/p>\n\n

\u5b58\u50a8\u7ecf\u6d4e\u5b66\u7684\u7ed3\u6784\u6027\u8f6c\u53d8<\/h3>\n\n

\u4ece\u5386\u53f2\u4e0a\u770b\uff0c\u50cf\u7f8e\u5149\u8fd9\u6837\u7684\u5b58\u50a8\u82af\u7247\u5236\u9020\u5546\u4e00\u76f4\u53d7\u5230\u5267\u70c8\u7684\u7e41\u8363\u4e0e\u8427\u6761\u5468\u671f\u7684\u56f0\u6270\u3002\u5f53\u9700\u6c42\u65fa\u76db\u65f6\uff0c\u4f01\u4e1a\u4f1a\u8fc7\u5ea6\u6269\u5f20\u4ea7\u80fd\uff0c\u5bfc\u81f4\u4f9b\u5e94\u8fc7\u5269\uff0c\u4ece\u800c\u524a\u5f31\u5b9a\u4ef7\u6743\u3002\u745e\u94f6\u5206\u6790\u5e08 Timothy Arcuri \u64b0\u5199\u7684\u5347\u7ea7\u62a5\u544a\u8ba4\u4e3a\uff0c\u4eba\u5de5\u667a\u80fd\u5df2\u7ecf\u6c38\u4e45\u6027\u5730\u6253\u7834\u4e86\u8fd9\u4e00\u5468\u671f\u3002 <\/p>\n\n

\u5176\u9a71\u52a8\u529b\u662f\u9ad8\u5e26\u5bbd\u5185\u5b58 (HBM)\uff0c\u8fd9\u662f\u5411 NVIDIA \u7684 GPU \u4ee5\u53ca Broadcom \u548c Marvell \u7684\u5b9a\u5236 ASIC \u7b49\u9ad8\u529f\u8017 AI \u5904\u7406\u5668\u8f93\u9001\u6570\u636e\u6240\u9700\u7684\u5173\u952e\u7ec4\u4ef6\u3002\u751f\u6210\u5f0f AI \u7684\u7e41\u8363\u521b\u9020\u4e86\u5bf9 HBM \u8d2a\u5a6a\u7684\u9700\u6c42\uff0c\u5bfc\u81f4\u5168\u7403\u4f9b\u5e94\u77ed\u7f3a\uff0c\u7f8e\u5149\u9996\u5e2d\u6267\u884c\u5b98 Sanjay Mehrotra \u9884\u6d4b\u8fd9\u79cd\u77ed\u7f3a\u5c06\u6301\u7eed\u5230 2026 \u5e74\u4ee5\u540e\u3002 <\/p>\n\n

\u81f3\u5173\u91cd\u8981\u7684\u662f\uff0c\u7f8e\u5149\u5df2\u786e\u8ba4\u5176 2026 \u5e74\u4e4b\u524d\u7684\u5168\u90e8 HBM \u4ea7\u80fd\u5df2\u901a\u8fc7\u957f\u671f\u56fa\u5b9a\u4ef7\u683c\u534f\u8bae\u88ab\u9884\u8ba2\u4e00\u7a7a\u3002\u8fd9\u79cd\u524d\u6240\u672a\u6709\u7684\u900f\u660e\u5ea6\u4e3a\u5b58\u50a8\u884c\u4e1a\u63d0\u4f9b\u4e86\u4ece\u672a\u6709\u8fc7\u7684\u76c8\u5229\u6301\u4e45\u6027\u3002\u745e\u94f6\u9884\u8ba1\uff0c\u8fd9\u79cd\u7ed3\u6784\u6027\u8f6c\u53d8\u5c06\u4f7f\u7f8e\u5149\u5728 2027 \u5e74\u81f3 2029 \u5e74\u95f4\u4ea7\u751f\u60ca\u4eba\u7684 4,000 \u4ebf\u7f8e\u5143\u7d2f\u8ba1\u81ea\u7531\u73b0\u91d1\u6d41\uff0c\u5230\u672c\u5341\u5e74\u672b\uff0c\u5176\u5e74\u5ea6\u6bcf\u80a1\u6536\u76ca (EPS) \u5c06\u8d85\u8fc7 100 \u7f8e\u5143\u3002 <\/p>\n\n

\u60ca\u4eba\u7684\u8d22\u52a1\u6570\u636e<\/h3>\n\n

\u652f\u6491\u7f8e\u5149\u5d1b\u8d77\u7684\u6570\u5b57\u51e0\u4e4e\u4ee4\u4eba\u96be\u4ee5\u7f6e\u4fe1\u3002\u5728 2026 \u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u62a5\u544a\u8425\u6536\u4e3a 238.6 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 196%\uff0c\u8fdc\u8d85\u534e\u5c14\u8857\u5171\u8bc6\u3002\u975e\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219 (Non-GAAP) \u6bcf\u80a1\u6536\u76ca\u4e3a 12.20 \u7f8e\u5143\uff0c\u8fdc\u9ad8\u4e8e 9.21 \u7f8e\u5143\u7684\u9884\u671f\u503c\u3002 <\/p>\n\n

\u7136\u800c\uff0c\u771f\u6b63\u8bf4\u660e\u8fd9\u4e00\u62d0\u70b9\u89c4\u6a21\u7684\u662f\u4e1a\u7ee9\u6307\u5f15\u3002\u5bf9\u4e8e\u5373\u5c06\u5230\u6765\u7684\u7b2c\u4e09\u8d22\u5b63\uff0c\u7f8e\u5149\u9884\u8ba1\u8425\u6536\u5c06\u8fbe\u5230 335 \u4ebf\u7f8e\u5143\uff0c\u6bcf\u80a1\u6536\u76ca\u4e3a 19.15 \u7f8e\u5143\uff0c\u6bdb\u5229\u7387\u5c06\u6269\u5927\u5230\u60ca\u4eba\u7684 81%\u3002\u4ece\u8fd9\u4e2a\u89d2\u5ea6\u6765\u770b\uff0c\u4ec5\u8fd9\u4e00\u4e2a\u5b63\u5ea6\u7684\u8425\u6536\u9884\u6d4b\u5c31\u8d85\u8fc7\u4e86\u8be5\u516c\u53f8\u4e0a\u4e00\u4e2a\u8d22\u5e74\u7684\u5168\u5e74\u603b\u8425\u6536\u3002 <\/p>\n\n

\u6307\u6807<\/strong><\/td>2026 \u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6<\/strong><\/td>2026 \u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6<\/strong><\/td>2026 \u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\uff08\u6307\u5f15\uff09<\/strong><\/td><\/tr>
\u8425\u6536<\/strong><\/strong><\/td>136.4 \u4ebf\u7f8e\u5143<\/td>238.6 \u4ebf\u7f8e\u5143<\/td>~335 \u4ebf\u7f8e\u5143<\/td><\/tr>
\u540c\u6bd4\u589e\u957f<\/strong><\/td>+57%<\/td>+196%<\/td>*\u52a0\u901f\u589e\u957f*<\/td><\/tr>
\u6bdb\u5229\u7387<\/strong><\/strong><\/td>66% (\u4e91\u7aef)<\/td>75%<\/td>~81%<\/td><\/tr>
\u975e\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca<\/strong><\/td>$4.78<\/td>$12.20<\/td>$19.15<\/td><\/tr><\/tbody><\/table><\/figure>\n\n

\u5c3d\u7ba1\u5904\u4e8e\u8d85\u9ad8\u901f\u589e\u957f\u72b6\u6001\uff0c\u4f46\u7f8e\u5149\u7684\u4f30\u503c\u4e0e\u5176 AI \u540c\u884c\u76f8\u6bd4\u4ecd\u4e25\u91cd\u8131\u8282\u3002\u6309\u5468\u4e8c\u7684\u6536\u76d8\u4ef7\u8ba1\u7b97\uff0c\u8be5\u80a1\u7684\u6eda\u52a8\u5e02\u76c8\u7387\u7ea6\u4e3a 7 \u500d\u3002\u5728\u6295\u8d44\u8005\u901a\u5e38\u4e3a AI \u57fa\u7840\u8bbe\u65bd\u6807\u7684\u652f\u4ed8 40 \u5230 60 \u500d\u8fdc\u671f\u5e02\u76c8\u7387\u7684\u5e02\u573a\u4e2d\uff0c\u7f8e\u5149\u4ee3\u8868\u4e86\u7206\u53d1\u5f0f\u589e\u957f\u4e0e\u6df1\u5ea6\u4ef7\u503c\u7684\u7f55\u89c1\u7ed3\u5408\u3002 <\/p>\n\n

\u98ce\u9669\u4e0e\u672c\u571f\u4f18\u52bf<\/h3>\n\n

\u7f8e\u5149\u770b\u6da8\u903b\u8f91\u7684\u4e3b\u8981\u98ce\u9669\u5728\u4e8e\u5e02\u573a\u5bf9\u5b58\u50a8\u5468\u671f\u7684\u6839\u6df1\u8482\u56fa\u7684\u6000\u7591\u3002\u770b\u7a7a\u8005\u8ba4\u4e3a\uff0c\u5f53\u524d\u7684\u77ed\u7f3a\u5c06\u4e0d\u53ef\u907f\u514d\u5730\u523a\u6fc0\u4e09\u661f\u7b49\u7ade\u4e89\u5bf9\u624b\uff08\u5176\u5458\u5de5\u521a\u521a\u901a\u8fc7\u6279\u51c6\u5de5\u8d44\u534f\u8bae\u907f\u514d\u4e86\u4e00\u573a\u5927\u7f62\u5de5\uff09\u5411\u5e02\u573a\u6295\u653e\u65b0\u4ea7\u80fd\u3002\u6b64\u5916\uff0c\u5982\u679c\u8d85\u5927\u89c4\u6a21\u4f01\u4e1a\u5728 AI \u6570\u636e\u4e2d\u5fc3\u4e0a\u7684\u8d44\u672c\u652f\u51fa\u653e\u7f13\uff0c\u56fa\u5b9a\u4ef7\u683c\u5408\u540c\u53ef\u80fd\u4f1a\u88ab\u91cd\u65b0\u8c08\u5224\uff0c\u5bfc\u81f4\u5229\u6da6\u66b4\u8dcc\u3002 <\/p>\n\n

\u7136\u800c\uff0c\u7f8e\u5149\u62e5\u6709\u72ec\u7279\u7684\u5730\u7406\u653f\u6cbb\u4f18\u52bf\u3002\u4e0a\u5468\u4e94\uff0c\u8be5\u516c\u53f8\u4f4d\u4e8e\u5f17\u5409\u5c3c\u4e9a\u5dde\u9a6c\u7eb3\u8428\u65af\u7684\u5de5\u5382\u5f00\u59cb\u751f\u4ea7 1-alpha DRAM\uff0c\u7ba1\u7406\u5c42\u79f0\u5176\u4e3a\u7f8e\u56fd\u672c\u571f\u5236\u9020\u7684\u6700\u5148\u8fdb\u5b58\u50a8\u82af\u7247\u3002\u8fd9\u79cd\u5173\u952e\u534a\u5bfc\u4f53\u4f9b\u5e94\u94fe\u7684\u56de\u6d41\u5b8c\u7f8e\u5951\u5408\u5f53\u524d\u7684\u653f\u6cbb\u6c14\u5019\uff0c\u5e76\u5728\u5468\u672b\u8d62\u5f97\u4e86\u7279\u6717\u666e\u603b\u7edf\u7684\u516c\u5f00\u8d5e\u626c\u3002\u5728\u6280\u672f\u4f9b\u5e94\u94fe\u53d7\u5230\u9ad8\u5ea6\u5173\u6ce8\u7684\u65f6\u4ee3\uff0c\u7f8e\u5149\u7684\u672c\u571f\u5236\u9020\u5e03\u5c40\u662f\u4e00\u4e2a\u91cd\u8981\u7684\u7ade\u4e89\u62a4\u57ce\u6cb3\u3002 <\/p>\n\n

\u7ed3\u8bba\uff1a\u4e16\u4ee3\u7ea7\u7684\u4f30\u503c\u91cd\u5851<\/h3>\n\n

\u745e\u94f6\u7684\u62a5\u544a\u4e0d\u4ec5\u4ec5\u662f\u4e00\u6b21\u76c8\u5229\u9884\u6d4b\u8c03\u6574\uff0c\u5b83\u66f4\u662f\u4e00\u6b21\u5bf9\u4f30\u503c\u500d\u6570\u91cd\u5851\u7684\u8981\u6c42\u3002\u968f\u7740\u5e02\u573a\u9010\u6e10\u6d88\u5316 AI \u5b58\u50a8\u9700\u6c42\u662f\u7ed3\u6784\u6027\u800c\u975e\u5468\u671f\u6027\u8fd9\u4e00\u73b0\u5b9e\uff0c\u7f8e\u5149\u4e2a\u4f4d\u6570\u7684\u5e02\u76c8\u7387\u5c06\u96be\u4ee5\u4e3a\u7ee7\u3002AI \u521d\u59cb\u53d1\u73b0\u9636\u6bb5\u7684\u201c\u5bb9\u6613\u8d5a\u7684\u94b1\u201d\u53ef\u80fd\u5df2\u7ecf\u7ed3\u675f\uff0c\u4f46\u5b58\u50a8\u677f\u5757\u7684\u57fa\u672c\u9762\u91cd\u65b0\u4f30\u503c\u624d\u521a\u521a\u5f00\u59cb\u3002 <\/p>\n\n

\u7f8e\u5149\u79d1\u6280 (MU) \u7ed3\u8bba\uff1a\u4e70\u5165<\/strong><\/p>\n\n

    \n
  • \u5f53\u524d\u4ef7\u683c\uff1a** ~$909<\/li>\n\n\n\n
  • \u76ee\u6807\u4ef7\uff1a** $1,625 (\u745e\u94f6\u6700\u9ad8\u4ef7) \/ $1,100 (\u4fdd\u5b88\u4f30\u8ba1)<\/li>\n\n\n\n
  • \u50ac\u5316\u5242\uff1a** 2026 \u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u8d22\u62a5\u786e\u8ba4 335 \u4ebf\u7f8e\u5143\u7684\u8425\u6536\u8fd0\u884c\u7387\u53ca\u6301\u7eed 80% \u4ee5\u4e0a\u7684\u6bdb\u5229\u7387\u3002<\/li>\n<\/ul>\n\n

    \u66f4\u5e7f\u6cdb\u7684\u5b58\u50a8\u751f\u6001\u7cfb\u7edf<\/h3>\n\n

    AI \u5b58\u50a8\u9700\u6c42\u7684\u4e0a\u6da8\u6b63\u5728\u5e26\u52a8\u6574\u4e2a\u677f\u5757\uff0c\u4e3a\u6295\u8d44\u8005\u63d0\u4f9b\u4e86\u5176\u4ed6\u7684\u6295\u8d44\u9014\u5f84\u3002<\/p>\n\n

    SK \u6d77\u529b\u58eb (000660.KS) \u7ed3\u8bba\uff1a\u4e70\u5165<\/strong><\/p>\n\n

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    __________________________________________________<\/p>\n\n

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