{"id":524,"date":"2026-06-04T10:44:47","date_gmt":"2026-06-04T10:44:47","guid":{"rendered":"https:\/\/equitiesorbis.com\/%e7%bb%88%e6%9e%81%e5%88%a9%e5%a5%bd%e5%87%ba%e5%b0%bd%e4%ba%8b%e4%bb%b6%ef%bc%9a%e4%b8%ba%e4%bd%95%e5%8d%9a%e9%80%9a-14-%e7%9a%84%e8%b7%8c%e5%b9%85%e6%98%af%e4%bb%a3%e9%99%85\/"},"modified":"2026-06-08T18:55:22","modified_gmt":"2026-06-08T18:55:22","slug":"%e7%bb%88%e6%9e%81%e5%88%a9%e5%a5%bd%e5%87%ba%e5%b0%bd%e4%ba%8b%e4%bb%b6%ef%bc%9a%e4%b8%ba%e4%bd%95%e5%8d%9a%e9%80%9a-14-%e7%9a%84%e8%b7%8c%e5%b9%85%e6%98%af%e4%bb%a3%e9%99%85","status":"publish","type":"post","link":"https:\/\/equitiesorbis.com\/zh-hans\/%e7%bb%88%e6%9e%81%e5%88%a9%e5%a5%bd%e5%87%ba%e5%b0%bd%e4%ba%8b%e4%bb%b6%ef%bc%9a%e4%b8%ba%e4%bd%95%e5%8d%9a%e9%80%9a-14-%e7%9a%84%e8%b7%8c%e5%b9%85%e6%98%af%e4%bb%a3%e9%99%85\/","title":{"rendered":"\u7ec8\u6781\u201c\u5229\u597d\u51fa\u5c3d\u201d\u4e8b\u4ef6\uff1a\u4e3a\u4f55\u535a\u901a 14% \u7684\u8dcc\u5e45\u662f\u4ee3\u9645\u4e70\u5165\u673a\u4f1a"},"content":{"rendered":"\n<p>\u5728\u73b0\u4ee3 AI \u57fa\u7840\u8bbe\u65bd\u5e02\u573a\u4e2d\uff0c\u4ec5\u4ec5\u505a\u5230\u5b8c\u7f8e\u5f80\u5f80\u662f\u4e0d\u591f\u7684\u3002\u5f53\u4e00\u53ea\u80a1\u7968\u5728\u4e00\u5e74\u5185\u4e0a\u6da8\u4e86 93%\uff0c\u5e76\u5728\u8d22\u62a5\u53d1\u5e03\u524d\u51e0\u5c0f\u65f6\u521b\u4e0b\u5386\u53f2\u65b0\u9ad8\u65f6\uff0c\u201c\u8d85\u51fa\u9884\u671f\u201d\u7684\u6807\u51c6\u5c31\u88ab\u63a8\u5411\u4e86\u8fd1\u4e4e\u4e0d\u53ef\u80fd\u7684\u9ad8\u5ea6\u3002 <\/p>\n\n<p>\u8fd9\u5c31\u662f\u535a\u901a <strong>(AVGO)<\/strong> \u5728 2026 \u5e74 6 \u6708 3 \u65e5\u9762\u4e34\u7684\u5c40\u9762\u3002\u8fd9\u5bb6\u5b9a\u5236\u82af\u7247\u548c\u7f51\u7edc\u5de8\u5934\u4ea4\u4ed8\u7684\u7b2c\u4e8c\u8d22\u5b63\u62a5\u544a\u5728\u8425\u6536\u548c\u5229\u6da6\u4e0a\u5747\u8fdc\u8d85\u5206\u6790\u5e08\u9884\u671f\uff0c\u5e76\u4f34\u968f\u7740\u4ee4\u4eba\u9707\u60ca\u7684\u4e1a\u7ee9\u6307\u5f15\u4e0a\u8c03\u3002\u7136\u800c\uff0c\u8be5\u80a1\u5728\u76d8\u540e\u4ea4\u6613\u4e2d\u5374\u66b4\u8dcc\u4e86\u8d85\u8fc7 14%\u3002  <\/p>\n\n<p>\u5bf9\u4e8e\u7cbe\u660e\u7684\u6295\u8d44\u8005\u800c\u8a00\uff0c\u57fa\u672c\u9762\u6267\u884c\u529b\u4e0e\u77ed\u671f\u4ef7\u683c\u8d70\u52bf\u4e4b\u95f4\u7684\u8fd9\u79cd\u8131\u8282\uff0c\u4e3a\u8fdb\u5165\u4eba\u5de5\u667a\u80fd\u751f\u6001\u7cfb\u7edf\u4e2d\u6700\u5173\u952e\u7684\u516c\u53f8\u4e4b\u4e00\u63d0\u4f9b\u4e86\u4e00\u4e2a\u7f55\u89c1\u7684\u3001\u9ad8\u7f6e\u4fe1\u5ea6\u7684\u5165\u573a\u70b9\u3002<\/p>\n\n<h2 class=\"wp-block-heading\">\u88ab\u9884\u671f\u7b3c\u7f69\u7684\u5b8c\u7f8e\u5b63\u5ea6<\/h2>\n\n<p>\u65e0\u8bba\u4ece\u4efb\u4f55\u5ba2\u89c2\u6807\u51c6\u8861\u91cf\uff0c\u535a\u901a 2026 \u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u4e1a\u7ee9\u90fd\u975e\u5e38\u51fa\u8272\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f 48%\uff0c\u8fbe\u5230\u521b\u7eaa\u5f55\u7684 221.9 \u4ebf\u7f8e\u5143\uff0c\u9ad8\u4e8e\u7b2c\u4e00\u5b63\u5ea6 29% \u7684\u589e\u957f\u7387\uff0c\u5e76\u8f7b\u677e\u8d85\u8fc7\u4e86 221.2 \u4ebf\u7f8e\u5143\u7684\u666e\u904d\u9884\u671f\u3002\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca (EPS) \u98d9\u5347 54% \u81f3 2.44 \u7f8e\u5143\uff0c\u9ad8\u4e8e 2.40 \u7f8e\u5143\u7684\u9884\u671f\u3002  <\/p>\n\n<p>\u62a5\u544a\u4e2d\u771f\u6b63\u7684\u660e\u661f\u662f AI \u534a\u5bfc\u4f53\u4e1a\u52a1\u3002AI \u8425\u6536\u540c\u6bd4\u589e\u957f 143%\uff0c\u8fbe\u5230 108 \u4ebf\u7f8e\u5143\uff0c\u6807\u5fd7\u7740\u8be5\u516c\u53f8\u8fde\u7eed\u7b2c 13 \u4e2a\u5b63\u5ea6\u5b9e\u73b0\u4ee5 AI \u4e3a\u4e2d\u5fc3\u7684\u589e\u957f\u3002\u73b0\u91d1\u751f\u6210\u80fd\u529b\u540c\u6837\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\uff0c\u8fd0\u8425\u73b0\u91d1\u6d41\u4e3a 104.9 \u4ebf\u7f8e\u5143\uff0c\u63a8\u52a8\u81ea\u7531\u73b0\u91d1\u6d41\u8fbe\u5230 102.6 \u4ebf\u7f8e\u5143\uff0c\u5360\u603b\u8425\u6536\u7684 46%\u3002  <\/p>\n\n<p>\u201c\u5728 AI \u534a\u5bfc\u4f53\u8425\u6536\u52a0\u901f\u589e\u957f\u548c\u5f3a\u52b2\u8fd0\u8425\u6760\u6746\u7684\u63a8\u52a8\u4e0b\uff0c\u535a\u901a\u5728\u7b2c\u4e8c\u5b63\u5ea6\u5b9e\u73b0\u4e86\u521b\u7eaa\u5f55\u7684\u8425\u6536\u3001\u8fd0\u8425\u5229\u6da6\u548c\u81ea\u7531\u73b0\u91d1\u6d41\uff0c\u201d\u9996\u5e2d\u6267\u884c\u5b98\u9648\u798f\u9633 (Hock Tan) \u8868\u793a\u3002\u4ed6\u660e\u786e\u6307\u51fa\u201c\u5bf9\u5b9a\u5236 AI \u52a0\u901f\u5668\u548c AI \u7f51\u7edc\u7684\u9700\u6c42\u4e0d\u65ad\u589e\u52a0\u201d\u662f\u4e3b\u8981\u7684\u589e\u957f\u52a8\u529b\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\u4e8c\u5b63\u5ea6\u4e1a\u7ee9<\/strong><\/td><td><strong>\u5e02\u573a\u5171\u8bc6\u9884\u671f<\/strong><\/td><td><strong>\u540c\u6bd4\u589e\u957f<\/strong><\/td><\/tr><tr><td><strong>\u603b\u8425\u6536<\/strong><\/td><td>221.9 \u4ebf\u7f8e\u5143<\/td><td>221.2 \u4ebf\u7f8e\u5143<\/td><td>+48%<\/td><\/tr><tr><td><strong>AI \u534a\u5bfc\u4f53\u8425\u6536<\/strong><\/td><td>108 \u4ebf\u7f8e\u5143<\/td><td>\u4e0d\u9002\u7528<\/td><td>+143%<\/td><\/tr><tr><td><strong>\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca<\/strong><\/td><td>2.44 \u7f8e\u5143<\/td><td>2.40 \u7f8e\u5143<\/td><td>+54%<\/td><\/tr><tr><td><strong>\u81ea\u7531\u73b0\u91d1\u6d41<\/strong><\/td><td>102.6 \u4ebf\u7f8e\u5143<\/td><td>\u4e0d\u9002\u7528<\/td><td>\u5360\u8425\u6536\u7684 46%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n<p>\u5982\u679c\u8bf4\u56de\u987e\u6027\u6570\u636e\u8868\u73b0\u5f3a\u52b2\uff0c\u90a3\u4e48\u524d\u77bb\u6027\u6307\u5f15\u5219\u662f\u8fd0\u8425\u6760\u6746\u7684\u5178\u8303\u3002\u9996\u5e2d\u8d22\u52a1\u5b98 Kirsten Spears \u9884\u8ba1\u7b2c\u4e09\u5b63\u5ea6\u8425\u6536\u5c06\u8fbe\u5230 294 \u4ebf\u7f8e\u5143\u2014\u2014\u540c\u6bd4\u589e\u957f 84%\uff0c\u5927\u5e45\u8d85\u8fc7\u5206\u6790\u5e08 284.7 \u4ebf\u7f8e\u5143\u7684\u5171\u8bc6\u9884\u671f\u8fd1 10 \u4ebf\u7f8e\u5143\u3002\u6b64\u5916\uff0c\u9648\u798f\u9633\u9884\u8ba1\u4e0b\u4e00\u5b63\u5ea6 AI \u534a\u5bfc\u4f53\u8425\u6536\u5c06\u98d9\u5347 200%\uff0c\u8fbe\u5230 160 \u4ebf\u7f8e\u5143\u3002  <\/p>\n\n<h2 class=\"wp-block-heading\">\u90a3\u4e48\uff0c\u80a1\u4ef7\u4e3a\u4f55\u4e0b\u8dcc\uff1f<\/h2>\n\n<p>\u535a\u901a\u5728 6 \u6708 3 \u65e5\u5e38\u89c4\u4ea4\u6613\u65f6\u6bb5\u6536\u4e8e 479.23 \u7f8e\u5143\uff0c\u63a5\u8fd1\u5176 495.00 \u7f8e\u5143\u7684 52 \u5468\u9ad8\u70b9\u3002\u8d22\u62a5\u53d1\u5e03\u540e\u7684\u76d8\u540e\u4ea4\u6613\u4e2d\uff0c\u80a1\u4ef7\u4e00\u5ea6\u4e0b\u8dcc 14.5%\uff0c\u5c06\u80a1\u4ef7\u63a8\u4f4e\u81f3 410 \u7f8e\u5143\u533a\u95f4\u3002 <\/p>\n\n<p>\u8fd9\u6b21\u629b\u552e\u662f\u5178\u578b\u7684\u201c\u4e70\u5165\u4f20\u95fb\uff0c\u5356\u51fa\u4e8b\u5b9e\u201d\u4e8b\u4ef6\u3002\u5927\u76d8\u80cc\u666f\u5df2\u8f6c\u5411\u8c28\u614e\uff1b\u7531\u4e8e\u6cb9\u4ef7\u4e0a\u6da8\u548c\u7f8e\u4f0a\u5730\u7f18\u653f\u6cbb\u7d27\u5f20\u5c40\u52bf\uff0c\u6807\u51c6\u666e\u5c14 500 \u6307\u6570\u548c\u7eb3\u65af\u8fbe\u514b\u6307\u6570\u5728 6 \u6708 3 \u65e5\u53cc\u53cc\u56de\u843d\uff0c\u7ed3\u675f\u4e86\u8fde\u7eed\u4e94\u4e2a\u4ea4\u6613\u65e5\u521b\u7eaa\u5f55\u6536\u76d8\u7684\u52bf\u5934\u3002\u5728\u8fd9\u79cd\u80cc\u666f\u4e0b\uff0c\u673a\u6784\u6295\u8d44\u8005\u5229\u7528\u535a\u901a\u5b8c\u7f8e\u7684\u8d22\u62a5\u4f5c\u4e3a\u6d41\u52a8\u6027\u4e8b\u4ef6\uff0c\u5728\u8fc7\u53bb 12 \u4e2a\u6708\u4e0a\u6da8\u8fd1 100% \u540e\u83b7\u5229\u4e86\u7ed3\u3002  <\/p>\n\n<p>\u6b64\u5916\uff0c143% \u7684\u8d85\u9ad8\u901f\u589e\u957f\u7387\u5929\u751f\u4f1a\u5f15\u53d1\u5bf9\u53ef\u6301\u7eed\u6027\u7684\u6000\u7591\u3002\u5e02\u573a\u4e00\u76f4\u5728\u63a2\u5bfb AI \u8d44\u672c\u652f\u51fa\u7684\u5468\u671f\u6027\u9876\u90e8\u3002\u7136\u800c\uff0c\u4e0b\u4e00\u5b63\u5ea6 AI \u8425\u6536\u589e\u957f 200% \u7684\u6307\u5f15\u76f4\u63a5\u53cd\u9a73\u4e86\u8fd9\u4e00\u62c5\u5fe7\u3002  <\/p>\n\n<h2 class=\"wp-block-heading\">\u4f30\u503c\u73b0\u5b9e\u68c0\u67e5<\/h2>\n\n<p>\u4ed4\u7ec6\u89c2\u5bdf\u535a\u901a\u7684\u4f30\u503c\u53ef\u4ee5\u53d1\u73b0\uff0c\u8fd9\u6b21\u629b\u552e\u4ece\u6839\u672c\u4e0a\u8bf4\u662f\u975e\u7406\u6027\u7684\u3002\u4ee5\u6bcf\u80a1\u7ea6 410 \u7f8e\u5143\uff08\u76d8\u540e\u6c34\u5e73\uff09\u8ba1\u7b97\uff0c\u535a\u901a\u7684\u5e02\u76c8\u7387\u7ea6\u4e3a 42 \u500d\uff0c\u8fdc\u671f\u5e02\u76c8\u7387\u7ea6\u4e3a 26 \u500d\u3002\u4f46\u8003\u8651\u5230\u8be5\u516c\u53f8\u4e09\u4f4d\u6570\u7684 AI \u8425\u6536\u589e\u957f\uff0c\u5e02\u76c8\u7387\u76f8\u5bf9\u76c8\u5229\u589e\u957f\u6bd4 (PEG) \u4ec5\u4e3a 0.63\uff0c\u6781\u5177\u5438\u5f15\u529b\u2014\u2014\u8fdc\u4f4e\u4e8e\u88ab\u5e7f\u6cdb\u89c6\u4e3a\u4f4e\u4f30\u80a1\u7968\u95e8\u69db\u7684 1.0 \u57fa\u51c6\u3002  <\/p>\n\n<p>\u534e\u5c14\u8857\u7684\u5171\u8bc6\u4f9d\u7136\u538b\u5012\u6027\u770b\u6da8\u3002\u5728\u8d22\u62a5\u53d1\u5e03\u524d\uff0c90% \u7684\u5206\u6790\u5e08\u7ed9\u4e88\u8be5\u80a1\u201c\u4e70\u5165\u201d\u8bc4\u7ea7\uff0c\u5e73\u5747\u76ee\u6807\u4ef7\u7ea6\u4e3a 485 \u7f8e\u5143\u3002\u8d22\u62a5\u53d1\u5e03\u540e\uff0c\u6c47\u4e30\u94f6\u884c (HSBC) \u5c06\u5176\u76ee\u6807\u4ef7\u4ece 450 \u7f8e\u5143\u5927\u5e45\u4e0a\u8c03\u81f3 600 \u7f8e\u5143\uff0c\u7406\u7531\u662f\u5bf9\u535a\u901a\u5b9a\u5236 AI 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