{"id":469,"date":"2026-06-01T12:05:26","date_gmt":"2026-06-01T12:05:26","guid":{"rendered":"https:\/\/equitiesorbis.com\/%e5%8d%83%e4%ba%bf%e7%be%8e%e5%85%83%e5%b7%a8%e5%a4%b4%ef%bc%9a%e4%b8%ba%e4%bd%95%e5%8d%9a%e9%80%9a%e6%98%af%e7%ac%ac%e4%ba%8c%e5%ad%a3%e5%ba%a6%e8%b4%a2%e6%8a%a5%e5%89%8d%e7%bb%88%e6%9e%81%e7%9a%84\/"},"modified":"2026-06-08T18:49:42","modified_gmt":"2026-06-08T18:49:42","slug":"%e5%8d%83%e4%ba%bf%e7%be%8e%e5%85%83%e5%b7%a8%e5%a4%b4%ef%bc%9a%e4%b8%ba%e4%bd%95%e5%8d%9a%e9%80%9a%e6%98%af%e7%ac%ac%e4%ba%8c%e5%ad%a3%e5%ba%a6%e8%b4%a2%e6%8a%a5%e5%89%8d%e7%bb%88%e6%9e%81%e7%9a%84","status":"publish","type":"post","link":"https:\/\/equitiesorbis.com\/zh-hans\/%e5%8d%83%e4%ba%bf%e7%be%8e%e5%85%83%e5%b7%a8%e5%a4%b4%ef%bc%9a%e4%b8%ba%e4%bd%95%e5%8d%9a%e9%80%9a%e6%98%af%e7%ac%ac%e4%ba%8c%e5%ad%a3%e5%ba%a6%e8%b4%a2%e6%8a%a5%e5%89%8d%e7%bb%88%e6%9e%81%e7%9a%84\/","title":{"rendered":"\u5343\u4ebf\u7f8e\u5143\u5de8\u5934\uff1a\u4e3a\u4f55\u535a\u901a\u662f\u7b2c\u4e8c\u5b63\u5ea6\u8d22\u62a5\u524d\u7ec8\u6781\u7684\u4eba\u5de5\u667a\u80fd\u4ea4\u6613\u9009\u62e9"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\u968f\u7740\u79d1\u6280\u884c\u4e1a\u9f50\u805a\u53f0\u5317\u53c2\u52a0 2026 \u5e74\u53f0\u5317\u56fd\u9645\u7535\u8111\u5c55\uff08Computex 2026\uff09\uff0c\u4eba\u5de5\u667a\u80fd\u7684\u53d9\u4e8b\u6b63\u4ece\u5355\u7eaf\u5173\u6ce8\u901a\u7528\u56fe\u5f62\u5904\u7406\u5668\uff08GPU\uff09\u8f6c\u5411\u4e13\u7528\u57fa\u7840\u8bbe\u65bd\u3002\u867d\u7136\u82f1\u4f1f\u8fbe\u6293\u4f4f\u4e86\u7b2c\u4e00\u6ce2 AI \u8bad\u7ec3\u652f\u51fa\u7684\u6d6a\u6f6e\uff0c\u4f46\u4ee5\u5927\u89c4\u6a21 AI \u63a8\u7406\u548c\u90e8\u7f72\u4e3a\u4e3b\u5bfc\u7684\u7b2c\u4e8c\u6ce2\u6d6a\u6f6e\u5219\u5c5e\u4e8e\u5b9a\u5236\u82af\u7247\u3002\u6ca1\u6709\u54ea\u5bb6\u516c\u53f8\u6bd4\u535a\u901a\uff08Broadcom, AVGO\uff09\u66f4\u6709\u80fd\u529b\u5784\u65ad\u8fd9\u4e00\u8f6c\u578b\u3002  <\/p>\n\n<p class=\"wp-block-paragraph\">\u535a\u901a\u5c06\u4e8e 6 \u6708 3 \u65e5\u661f\u671f\u4e09\u7f8e\u80a1\u76d8\u540e\u516c\u5e03\u5907\u53d7\u671f\u5f85\u7684 2026 \u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8d22\u62a5\u3002\u968f\u7740\u80a1\u4ef7\u5f98\u5f8a\u5728\u5386\u53f2\u9ad8\u70b9\u9644\u8fd1\uff0c\u5e02\u503c\u7a81\u7834 2.1 \u4e07\u4ebf\u7f8e\u5143\uff0c\u6b64\u6b21\u8d22\u62a5\u610f\u4e49\u91cd\u5927\u3002\u7136\u800c\uff0c\u6df1\u5165\u7814\u7a76\u535a\u901a 730 \u4ebf\u7f8e\u5143\u7684\u79ef\u538b\u8ba2\u5355\u548c\u53cc\u91cd\u62a4\u57ce\u6cb3\u4e1a\u52a1\u6a21\u5f0f\u5c31\u4f1a\u53d1\u73b0\uff0c\u76ee\u524d\u7684\u4f30\u503c\u53ef\u80fd\u4ecd\u4f4e\u4f30\u4e86\u516c\u53f8\u7684\u53d1\u5c55\u8f68\u8ff9\u3002  <\/p>\n\n<h3 class=\"wp-block-heading\">\u5b9a\u5236\u82af\u7247\u7684\u62d0\u70b9<\/h3>\n\n<p class=\"wp-block-paragraph\">\u535a\u901a\u7684\u4e3b\u8981\u589e\u957f\u5f15\u64ce\u662f\u5176\u5728\u4e13\u7528\u96c6\u6210\u7535\u8def\uff08ASIC\uff09\u9886\u57df\u7684\u7edf\u6cbb\u5730\u4f4d\u3002\u968f\u7740 Alphabet\u3001Meta Platforms\u3001Anthropic \u548c OpenAI \u7b49\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u4ece\u8bad\u7ec3\u57fa\u7840\u6a21\u578b\u8f6c\u5411\u8fd0\u884c\u5927\u89c4\u6a21\u63a8\u7406\u5de5\u4f5c\u8d1f\u8f7d\uff0c\u8ba1\u7b97\u7684\u7ecf\u6d4e\u6027\u53d1\u751f\u4e86\u53d8\u5316\u3002\u4ec5\u4ec5\u4f9d\u8d56\u6602\u8d35\u7684\u901a\u7528 GPU \u53d8\u5f97\u6210\u672c\u6781\u9ad8\u3002\u76f8\u53cd\uff0c\u8fd9\u4e9b\u79d1\u6280\u5de8\u5934\u6b63\u4e0e\u535a\u901a\u5408\u4f5c\uff0c\u8bbe\u8ba1\u7cbe\u786e\u91cf\u8eab\u5b9a\u5236\u7684\u5b9a\u5236\u82af\u7247\uff0c\u4ee5\u5339\u914d\u5176\u7279\u5b9a\u7684 AI \u67b6\u6784\u3002   <\/p>\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e00\u8f6c\u53d8\u5e26\u6765\u7684\u8d22\u52a1\u5f71\u54cd\u662f\u60ca\u4eba\u7684\u3002\u5728 2026 \u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u535a\u901a\u62a5\u544a\u7684\u603b\u8425\u6536\u4e3a 193.1 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 29.5%\u3002\u66f4\u91cd\u8981\u7684\u662f\uff0cAI \u534a\u5bfc\u4f53\u8425\u6536\u98d9\u5347 106%\uff0c\u8fbe\u5230 84 \u4ebf\u7f8e\u5143\u3002  <\/p>\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u5373\u5c06\u53d1\u5e03\u7684\u7b2c\u4e8c\u5b63\u5ea6\u62a5\u544a\uff0c\u7ba1\u7406\u5c42\u7ed9\u51fa\u7684\u603b\u8425\u6536\u6307\u5f15\u7ea6\u4e3a 220 \u4ebf\u7f8e\u5143\u2014\u2014\u73af\u6bd4\u589e\u957f\u5927\u5e45\u52a0\u901f 47%\u3002\u5728\u8fd9\u4e00\u6570\u5b57\u4e2d\uff0cAI \u534a\u5bfc\u4f53\u8425\u6536\u9884\u8ba1\u5c06\u8fbe\u5230 107 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 140%\u3002\u8fd9\u79cd\u52a0\u901f\u8868\u660e\uff0c\u5b9a\u5236\u82af\u7247\u7684\u589e\u957f\u52bf\u5934\u6b63\u5728\u805a\u96c6\uff0c\u800c\u975e\u964d\u6e29\u3002  <\/p>\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u6307\u6807<\/strong><\/td><td><strong>2026 \u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9<\/strong><\/td><td><strong>2026 \u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6307\u5f15<\/strong><\/td><td><strong>\u9690\u542b\u540c\u6bd4\u589e\u957f<\/strong><\/td><\/tr><tr><td><strong>\u603b\u8425\u6536<\/strong><strong><\/strong><\/td><td>193.1 \u4ebf\u7f8e\u5143<\/td><td>~220.00 \u4ebf\u7f8e\u5143<\/td><td>47%<\/td><\/tr><tr><td><strong>AI \u82af\u7247\u8425\u6536<\/strong><\/td><td>84.00 \u4ebf\u7f8e\u5143<\/td><td>~107.00 \u4ebf\u7f8e\u5143<\/td><td>140%<\/td><\/tr><tr><td><strong>\u81ea\u7531\u73b0\u91d1\u6d41<\/strong><strong><\/strong><\/td><td>80.00 \u4ebf\u7f8e\u5143<\/td><td>\u4e0d\u9002\u7528<\/td><td>\u4e0d\u9002\u7528<\/td><\/tr><\/tbody><\/table><\/figure>\n\n<p class=\"wp-block-paragraph\">\u56f4\u7ed5\u535a\u901a\u6700\u4ee4\u4eba\u60ca\u8bb6\u7684\u6570\u636e\u6216\u8bb8\u662f\u9996\u5e2d\u6267\u884c\u5b98\u9648\u798f\u9633\uff08Hock Tan\uff09\u7684\u65ad\u8a00\uff0c\u5373\u516c\u53f8\u6709\u660e\u786e\u7684\u201c\u9884\u89c1\u6027\u201d\uff0c\u5230 2027 \u8d22\u5e74 AI \u82af\u7247\u8425\u6536\u5c06\u8fbe\u5230 1,000 \u4ebf\u7f8e\u5143\u3002\u5728 730 \u4ebf\u7f8e\u5143\u5df2\u7b7e\u7ea6\u79ef\u538b\u8ba2\u5355\u7684\u652f\u6301\u4e0b\uff0c\u8fd9\u4e0d\u4ec5\u4ec5\u662f\u4e00\u4e2a\u613f\u666f\uff0c\u800c\u662f\u4e00\u4e2a\u5df2\u7b7e\u7ea6\u7684\u7ba1\u7ebf\u3002\u4f5c\u4e3a\u53c2\u8003\uff0c\u535a\u901a 2025 \u8d22\u5e74\u7684\u6574\u4e2a\u516c\u53f8\u8425\u6536\u7ea6\u4e3a 510 \u4ebf\u7f8e\u5143\u3002  <\/p>\n\n<h3 class=\"wp-block-heading\">VMware \u8f6f\u4ef6\u4e58\u6570\u6548\u5e94<\/h3>\n\n<p class=\"wp-block-paragraph\">\u5982\u679c\u8bf4\u5b9a\u5236\u786c\u4ef6\u63d0\u4f9b\u4e86\u535a\u901a\u7684\u589e\u957f\u5f15\u64ce\uff0c\u90a3\u4e48\u5176\u8f6f\u4ef6\u7ec4\u5408\u5219\u63d0\u4f9b\u4e86\u4f30\u503c\u500d\u6570\u30022023 \u5e74\u5e95\u535a\u901a\u4ee5 690 \u4ebf\u7f8e\u5143\u6536\u8d2d VMware \u65f6\uff0c\u5e02\u573a\u6700\u521d\u6301\u6000\u7591\u6001\u5ea6\u3002\u7136\u800c\uff0c\u8fd9\u6b21\u6536\u8d2d\u5df2\u5c06\u535a\u901a\u8f6c\u53d8\u4e3a\u7ec8\u6781\u7684\u6df7\u5408\u6280\u672f\u8d44\u4ea7\u3002  <\/p>\n\n<p class=\"wp-block-paragraph\">\u7b2c\u4e00\u5b63\u5ea6\uff0cVMware \u8425\u6536\u540c\u6bd4\u589e\u957f 13%\uff0c\u8d21\u732e\u7684\u603b\u5408\u540c\u4ef7\u503c\u8d85\u8fc7 92 \u4ebf\u7f8e\u5143\u3002\u867d\u7136\u8425\u6536\u589e\u957f\u5e73\u7a33\uff0c\u4f46\u73b0\u91d1\u751f\u6210\u80fd\u529b\u5374\u975e\u540c\u5bfb\u5e38\u3002\u535a\u901a\u7b2c\u4e00\u5b63\u5ea6\u7684\u6574\u4f53\u81ea\u7531\u73b0\u91d1\u6d41\u8fbe\u5230 80 \u4ebf\u7f8e\u5143\uff0c\u5229\u6da6\u7387\u9ad8\u8fbe 41%\u3002\u8fd9\u79cd\u7ecf\u5e38\u6027\u7684\u3001\u9ad8\u5229\u6da6\u7684\u8f6f\u4ef6\u8425\u6536\u4f7f\u535a\u901a\u514d\u53d7\u534a\u5bfc\u4f53\u884c\u4e1a\u5468\u671f\u6027\u7684\u5f71\u54cd\uff0c\u5e76\u8bc1\u660e\u4e86\u5176\u6ea2\u4ef7\u4f30\u503c\u7684\u5408\u7406\u6027\u3002\u786c\u4ef6\u51b3\u5b9a\u4e86\u8425\u6536\u5929\u82b1\u677f\uff0c\u800c\u8f6f\u4ef6\u51b3\u5b9a\u4e86\u76c8\u5229\u500d\u6570\u3002    <\/p>\n\n<h3 class=\"wp-block-heading\">\u4f30\u503c\u4e0e\u98ce\u9669<\/h3>\n\n<p class=\"wp-block-paragraph\">\u535a\u901a\u80a1\u4ef7\u7ea6\u4e3a\u6bcf\u80a1 430 \u7f8e\u5143\uff0c\u5e02\u76c8\u7387\uff08TTM\uff09\u7ea6\u4e3a 87 \u500d\u3002\u6309\u4f20\u7edf\u6307\u6807\u8861\u91cf\uff0c\u8be5\u80a1\u5b9a\u4ef7\u4f3c\u4e4e\u5df2\u8d8b\u4e8e\u5b8c\u7f8e\u3002\u7136\u800c\uff0c\u89c2\u5bdf\u7ea6 40 \u500d\u7684\u8fdc\u671f\u5e02\u76c8\u7387\u53ef\u4ee5\u53d1\u73b0\uff0c\u5e02\u573a\u5df2\u7ecf\u6d88\u5316\u4e86\u5df2\u83b7\u5f97\u7684\u5de8\u989d\u79ef\u538b\u8ba2\u5355\u3002\u5171\u8bc6\u9884\u671f\u535a\u901a 2026 \u8d22\u5e74\u7684\u6bcf\u80a1\u6536\u76ca\u5c06\u589e\u957f 67%\uff0c\u968f\u540e\u5728 2027 \u8d22\u5e74\u518d\u589e\u957f 61%\u3002   <\/p>\n\n<p class=\"wp-block-paragraph\">\u535a\u901a\u6295\u8d44\u903b\u8f91\u7684\u4e3b\u8981\u98ce\u9669\u5728\u4e8e\u5ba2\u6237\u96c6\u4e2d\u5ea6\u3002\u516c\u53f8\u524d\u4e94\u5927\u5ba2\u6237\u5728\u7b2c\u4e00\u5b63\u5ea6\u8d21\u732e\u4e86\u7ea6 50% \u7684\u8425\u6536\uff0c\u5176 AI \u82af\u7247\u4e1a\u52a1\u4e25\u91cd\u4f9d\u8d56\u516d\u5927\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u3002\u5982\u679c\u8fd9\u4e9b\u516c\u53f8\u7684\u4e91\u4e1a\u52a1\u589e\u957f\u653e\u7f13\u6216\u538b\u4f4e\u4ef7\u683c\uff0c\u535a\u901a\u7684\u8425\u6536\u53ef\u80fd\u4f1a\u5267\u70c8\u6ce2\u52a8\u3002\u6b64\u5916\uff0c\u5728\u6574\u5408 VMware \u6216\u5b9e\u73b0 1,000 \u4ebf\u7f8e\u5143\u6fc0\u8fdb AI \u76ee\u6807\u65b9\u9762\u7684\u4efb\u4f55\u6267\u884c\u5931\u8bef\uff0c\u90fd\u53ef\u80fd\u5f15\u53d1\u4e25\u91cd\u7684\u4f30\u503c\u500d\u6570\u538b\u7f29\u3002   <\/p>\n\n<h3 class=\"wp-block-heading\">\u7ed3\u8bba\uff1a\u771f\u6b63\u7684 AI \u57fa\u7840\u8bbe\u65bd\u6807\u7684<\/h3>\n\n<p class=\"wp-block-paragraph\">\u535a\u901a\u4e0d\u9700\u8981\u82f1\u4f1f\u8fbe\u5931\u8d25\uff1b\u5b83\u53ea\u9700\u8981 AI \u5e02\u573a\u8d70\u5411\u6210\u719f\u3002\u968f\u7740\u884c\u4e1a\u4ece\u901a\u7528\u8bad\u7ec3\u8f6c\u5411\u7279\u5b9a\u5e94\u7528\u7684\u63a8\u7406\uff0c\u535a\u901a\u6b63\u662f\u5904\u4e8e\u8fd9\u4e00\u8f6c\u53d8\u4e2d\u5fc3\u7684\u5236\u9020\u5546\u3002\u51ed\u501f 730 \u4ebf\u7f8e\u5143\u7684\u79ef\u538b\u8ba2\u5355\u3001\u52a0\u901f\u7684\u73af\u6bd4\u589e\u957f\u4ee5\u53ca 41% \u7684\u81ea\u7531\u73b0\u91d1\u6d41\u5229\u6da6\u7387\uff0c\u535a\u901a\u4ecd\u662f AI \u9769\u547d\u4e0b\u4e00\u9636\u6bb5\u7684\u9996\u9009\u57fa\u7840\u8bbe\u65bd\u8d44\u4ea7\u3002  <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>\u535a\u901a (AVGO) \u8bc4\u7ea7\uff1a\u4e70\u5165<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>\u5f53\u524d\u4ef7\u683c\uff1a** ~$430.00<\/li>\n\n\n\n<li>\u76ee\u6807\u4ef7\uff1a** $480.00 (\u5171\u8bc6) \/ $630.00 (\u534e\u5c14\u8857\u6700\u9ad8\u9884\u6d4b)<\/li>\n\n\n\n<li>\u50ac\u5316\u5242\uff1a** 6 \u6708 3 \u65e5\u53d1\u5e03\u7684 2026 \u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8d22\u62a5\u3001\u5b9a\u5236 ASIC \u90e8\u7f72\u52a0\u901f\uff0c\u4ee5\u53ca 2027 \u8d22\u5e74 1,000 \u4ebf\u7f8e\u5143\u76ee\u6807\u7684\u6f5c\u5728\u4e0a\u8c03\u3002<\/li>\n<\/ul>\n\n<h3 class=\"wp-block-heading\">\u534a\u5bfc\u4f53\u751f\u6001\u7cfb\u7edf<\/h3>\n\n<p class=\"wp-block-paragraph\">\u535a\u901a\u5373\u5c06\u53d1\u5e03\u7684\u8d22\u62a5\u5c06\u4e3a\u6574\u4e2a\u534a\u5bfc\u4f53\u57fa\u7840\u8bbe\u65bd\u9886\u57df\u5b9a\u4e0b\u57fa\u8c03\u3002<\/p>\n\n<p class=\"wp-block-paragraph\"><strong>\u7f8e\u6ee1\u7535\u5b50 (MRVL) \u8bc4\u7ea7\uff1a\u4e70\u5165<\/strong><\/p>\n\n<p class=\"wp-block-paragraph\">\u4f5c\u4e3a\u535a\u901a\u5728\u5b9a\u5236 ASIC \u9886\u57df\u7684\u4e3b\u8981\u7ade\u4e89\u5bf9\u624b\uff0c\u7f8e\u6ee1\u7535\u5b50\uff08Marvell\uff09\u662f\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u8f6c\u5411\u5b9a\u5236\u82af\u7247\u7684\u201c\u53e6\u4e00\u4e2a\u201d\u4e3b\u8981\u53d7\u76ca\u8005\u3002\u51ed\u501f\u4e0e\u4e9a\u9a6c\u900a\u4e91\u79d1\u6280\uff08AWS\uff09Trainium \u82af\u7247\u7d27\u5bc6\u76f8\u5173\u7684 2,250 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