{"id":543,"date":"2026-06-08T18:17:13","date_gmt":"2026-06-08T18:17:13","guid":{"rendered":"https:\/\/equitiesorbis.com\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\/"},"modified":"2026-06-08T18:57:28","modified_gmt":"2026-06-08T18:57:28","slug":"%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84","status":"publish","type":"post","link":"https:\/\/equitiesorbis.com\/zh-hans\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\/","title":{"rendered":"\u5168\u7403 AI \u5927\u6e05\u7b97\uff1a\u4e3a\u4f55\u4e09\u661f 10% \u7684\u66b4\u8dcc\u662f\u5f3a\u5236\u629b\u552e\u5e26\u6765\u7684\u9988\u8d60"},"content":{"rendered":"\n

\u4e0a\u5468\u4e94\u59cb\u4e8e\u534e\u5c14\u8857\u7684\u534a\u5bfc\u4f53\u5927\u5c60\u6740\u5df2\u6f14\u53d8\u4e3a\u5168\u7403\u6027\u7684\u8fde\u9501\u53cd\u5e94\u30022026 \u5e74 6 \u6708 8 \u65e5\u661f\u671f\u4e00\uff0c\u6050\u614c\u60c5\u7eea\u7b3c\u7f69\u4e9a\u6d32\u5e02\u573a\uff0c\u6700\u7ec8\u5bfc\u81f4\u97e9\u56fd\u4ea4\u6613\u6240\u51fa\u73b0\u5386\u53f2\u6027\u5d29\u76d8\u3002\u57fa\u51c6\u97e9\u56fd\u7efc\u5408\u80a1\u4ef7\u6307\u6570 (KOSPI) \u5f00\u76d8\u5373\u66b4\u8dcc 8.4%\uff0c\u8dcc\u52bf\u4e4b\u731b\u70c8\u89e6\u53d1\u4e86\u81ea 2024 \u5e74 8 \u6708\u65e5\u5143\u5957\u5229\u4ea4\u6613\u5e73\u4ed3\u4ee5\u6765\u7684\u9996\u6b21\u5168\u5e02\u573a\u7194\u65ad\u3002 <\/p>\n\n

\u6b64\u6b21\u60e8\u5267\u7684\u98ce\u66b4\u4e2d\u5fc3\u662f\u4e09\u661f\u7535\u5b50 (005930.KS)\u3002\u5c31\u5728\u51e0\u5468\u524d\uff0c\u8fd9\u5bb6\u5168\u7403\u6700\u5927\u7684\u5b58\u50a8\u82af\u7247\u5236\u9020\u5546\u521a\u4e0e\u56fd\u5185\u7ade\u4e89\u5bf9\u624b SK \u6d77\u529b\u58eb\u4e00\u540c\u8de8\u8d8a\u4e86 1 \u4e07\u4ebf\u7f8e\u5143\u7684\u5386\u53f2\u6027\u5e02\u503c\u5927\u5173\uff0c\u968f\u540e\u4fbf\u9677\u5165\u81ea\u7531\u843d\u4f53\u72b6\u6001\uff0c\u76d8\u4e2d\u4e00\u5ea6\u66b4\u8dcc 10.18%\u3002\u629b\u552e\u6f6e\u4e0d\u5206\u9752\u7ea2\u7682\u767d\u4e14\u5f02\u5e38\u6b8b\u9177\uff0c\u5728\u77ed\u77ed\u51e0\u5206\u949f\u5185\u4fbf\u62b9\u53bb\u4e86\u8d85\u8fc7 1,000 \u4ebf\u7f8e\u5143\u7684\u5e02\u503c\u3002<\/p>\n\n

\u7136\u800c\uff0c\u5728\u6df7\u4e71\u4e4b\u4e2d\uff0c\u5fc5\u987b\u505a\u51fa\u4e00\u4e2a\u5173\u952e\u533a\u5206\uff1a\u8fd9\u662f\u4e00\u573a\u4f30\u503c\u548c\u5b8f\u89c2\u7ecf\u6d4e\u5371\u673a\uff0c\u800c\u975e AI \u57fa\u672c\u9762\u7684\u6076\u5316\u3002\u5bf9\u4e8e\u6709\u80c6\u8bc6\u770b\u900f\u773c\u524d\u6ce2\u52a8\u7684\u6295\u8d44\u8005\u800c\u8a00\uff0cKOSPI \u7684\u5d29\u76d8\u4ee3\u8868\u4e86\u4eca\u5e74\u6700\u5f15\u4eba\u6ce8\u76ee\u7684\u5165\u573a\u70b9\u4e4b\u4e00\u3002 <\/p>\n\n

\u6bc1\u706d\u6027\u7684\u4e09\u91cd\u50ac\u5316\u5242<\/h2>\n\n

\u8981\u7406\u89e3\u5468\u4e00\u629b\u552e\u7684\u89c4\u6a21\uff0c\u5fc5\u987b\u5256\u6790\u5bfc\u81f4\u5168\u7403\u79d1\u6280\u80a1\u53cd\u5f39\u7ec8\u7ed3\u7684\u4e09\u79cd\u622a\u7136\u4e0d\u540c\u7684\u529b\u91cf\u3002<\/p>\n\n

\u9996\u5148\uff0c\u5b8f\u89c2\u7ecf\u6d4e\u73af\u5883\u53d1\u751f\u4e86\u5267\u70c8\u8f6c\u53d8\u3002\u5468\u4e94\u7684\u7f8e\u56fd\u975e\u519c\u5c31\u4e1a\u62a5\u544a\u663e\u793a\u65b0\u589e\u5c31\u4e1a\u4eba\u6570\u8fbe 17.2 \u4e07\uff0c\u8fdc\u8d85 8 \u4e07\u7684\u5e02\u573a\u9884\u671f\u3002\u5728\u4f9b\u5e94\u53d7\u9650\u7684\u73af\u5883\u4e0b\uff0c\u706b\u70ed\u7684\u52b3\u52a8\u529b\u5e02\u573a\u9884\u793a\u7740\u901a\u80c0\u5c06\u6301\u7eed\u5b58\u5728\u3002\u56e0\u6b64\uff0c10 \u5e74\u671f\u7f8e\u56fd\u56fd\u503a\u6536\u76ca\u7387\u98d9\u5347\u81f3 4.54%\uff0c30 \u5e74\u671f\u6536\u76ca\u7387\u7a81\u7834\u4e86 5% \u7684\u5fc3\u7406\u5173\u952e\u5173\u53e3\u3002\u9ad8\u76db\u968f\u540e\u5c06\u5176\u6700\u540e\u4e24\u6b21\u964d\u606f\u9884\u6d4b\u63a8\u8fdf\u81f3 2027 \u5e74 6 \u6708\u548c 12 \u6708\uff0c\u800c\u671f\u8d27\u5e02\u573a\u5b9a\u4ef7\u663e\u793a\u5e74\u5e95\u524d\u52a0\u606f\u7684\u53ef\u80fd\u6027\u8d85\u8fc7 60%\u3002\u6b63\u5982\u5df4\u514b\u83b1\u94f6\u884c\u7f8e\u56fd\u80a1\u7968\u7b56\u7565\u4e3b\u7ba1 Venu Krishna \u6240\u6307\u51fa\u7684\uff1a\u80a1\u7968\u662f\u957f\u4e45\u671f\u8d44\u4ea7\uff0c\u5f53\u6536\u76ca\u7387\u63a5\u8fd1 5% \u65f6\uff0c\u5e94\u7528\u4e8e\u672a\u6765\u6536\u76ca\u7684\u6298\u73b0\u56e0\u5b50\u4f1a\u5448\u6307\u6570\u7ea7\u589e\u957f\uff0c\u4ece\u800c\u538b\u7f29\u4f30\u503c\u500d\u6570\u3002 <\/p>\n\n

\u5176\u6b21\uff0c\u7ed3\u6784\u6027 AI \u53d9\u4e8b\u51fa\u73b0\u4e86\u7f55\u89c1\u7684\u7455\u75b5\u3002\u4f5c\u4e3a\u5b9a\u5236 AI \u82af\u7247\u7684\u5173\u952e\u98ce\u5411\u6807\uff0c\u535a\u901a (AVGO) \u53d1\u5e03\u4e86\u4f4e\u4e8e\u9884\u671f\u7684\u8425\u6536\u9884\u6d4b\uff0c\u5bfc\u81f4\u5176\u80a1\u4ef7\u8f83\u8d22\u62a5\u53d1\u5e03\u524d\u7684\u9ad8\u70b9\u66b4\u8dcc 23%\uff0c\u5e76\u62d6\u7d2f\u6574\u4e2a VanEck \u534a\u5bfc\u4f53 ETF (SMH) \u5728\u5355\u65e5\u5185\u4e0b\u8dcc 9%\u3002 <\/p>\n\n

\u6700\u540e\uff0c\u5730\u7f18\u653f\u6cbb\u5c40\u52bf\u5347\u7ea7\u4e3a\u5e02\u573a\u6ce8\u5165\u4e86\u7eaf\u7cb9\u7684\u6050\u60e7\u3002\u5468\u672b\uff0c\u4f0a\u6717\u5411\u4ee5\u8272\u5217\u53d1\u5c04\u4e86\u5bfc\u5f39\uff0c\u4ee5\u8272\u5217\u7a7a\u519b\u968f\u540e\u5bf9\u4f0a\u6717\u897f\u90e8\u548c\u4e2d\u90e8\u7684\u519b\u4e8b\u76ee\u6807\u8fdb\u884c\u4e86\u62a5\u590d\u3002\u8106\u5f31\u7684\u4e2d\u4e1c\u505c\u706b\u534f\u8bae\u74e6\u89e3\uff0c\u5bfc\u81f4\u5e03\u4f26\u7279\u539f\u6cb9\u671f\u8d27\u98d9\u5347 3.18% \u81f3\u6bcf\u6876 96.05 \u7f8e\u5143\uff0c\u52a0\u5267\u4e86\u901a\u80c0\u62c5\u5fe7\uff0c\u5e76\u4fc3\u4f7f\u5168\u7403\u80a1\u5e02\u51fa\u73b0\u5927\u89c4\u6a21\u7684\u907f\u9669\u8f6e\u52a8\u3002 <\/p>\n\n

\u5e02\u573a \/ \u80a1\u7968<\/strong><\/td>\u6da8\u8dcc\u5e45 (6 \u6708 8 \u65e5)<\/strong><\/td>\u80cc\u666f<\/strong><\/td><\/tr>
KOSPI \u6307\u6570<\/strong><\/td>-8.4%<\/td>\u89e6\u53d1\u7194\u65ad<\/td><\/tr>
\u4e09\u661f\u7535\u5b50<\/strong><\/td>-10.18%<\/td>5 \u6708\u521a\u7a81\u7834 1 \u4e07\u4ebf\u7f8e\u5143\u5e02\u503c<\/td><\/tr>
SK \u6d77\u529b\u58eb<\/strong><\/td>-7.68%<\/td>HBM \u9700\u6c42\u5728 2026 \u5e74\u524d\u5df2\u552e\u7f44<\/td><\/tr>
\u8f6f\u94f6\u96c6\u56e2<\/strong><\/td>-7.5%<\/td>\u65e5\u672c\u5e02\u503c\u6700\u9ad8\u7684\u516c\u53f8<\/td><\/tr>
\u4e1c\u4eac\u7535\u5b50<\/strong><\/td>-6.7%<\/td>\u5173\u952e\u534a\u5bfc\u4f53\u8bbe\u5907\u5236\u9020\u5546<\/td><\/tr>
\u53f0\u79ef\u7535<\/strong><\/td>-2.96%<\/td>\u4ee3\u5de5\u5784\u65ad\uff1b\u8868\u73b0\u76f8\u5bf9\u7a33\u5065<\/td><\/tr>
SMH (VanEck \u534a\u5bfc\u4f53 ETF)<\/strong><\/td>-9% (\u5468\u4e94)<\/td>\u8fc7\u53bb\u4e00\u5468\u4e0b\u8dcc 14.89%<\/td><\/tr>
\u5e03\u4f26\u7279\u539f\u6cb9<\/strong><\/td>+3.18%<\/td>\u4f0a\u4ee5\u51b2\u7a81\u5347\u7ea7\uff1b96.05 \u7f8e\u5143\/\u6876<\/td><\/tr><\/tbody><\/table><\/figure>\n\n

\u5f3a\u5236\u629b\u552e\u7684\u5256\u6790<\/h2>\n\n

\u5f53\u591a\u4e2a\u5b8f\u89c2\u51b2\u51fb\u540c\u65f6\u88ad\u6765\u65f6\uff0c\u7ed3\u679c\u5c31\u662f\u5f3a\u5236\u6e05\u76d8\u3002\u4ec5\u5728\u5468\u4e00\u5f53\u5730\u65f6\u95f4\u4e0a\u5348 11:00 \u4e4b\u524d\uff0c\u5916\u56fd\u6295\u8d44\u8005\u5c31\u629b\u552e\u4e86\u4ef7\u503c\u9ad8\u8fbe 1.24 \u4e07\u4ebf\u97e9\u5143\uff08\u7ea6 8.01 \u4ebf\u7f8e\u5143\uff09\u7684 KOSPI \u4e0a\u5e02\u80a1\u7968\u3002 <\/p>\n\n

\u91ce\u6751\u8bc1\u5238\u4e9a\u592a\u533a\u80a1\u7968\u7b56\u7565\u5e08 Chetan Seth \u63d0\u4f9b\u4e86\u5173\u952e\u80cc\u666f\uff1a\u201c\u6211\u4eec\u4ece\u6295\u8d44\u8005\u548c\u5ba2\u6237\u90a3\u91cc\u770b\u5230\u7684\u57fa\u672c\u4e0a\u662f\u5f3a\u5236\u629b\u552e\u3002\u201d\u5728\u5d29\u76d8\u4e4b\u524d\uff0cKOSPI \u4e00\u76f4\u662f\u5168\u7403\u8868\u73b0\u6700\u597d\u7684\u4e3b\u8981\u6307\u6570\u4e4b\u4e00\uff0c\u5e74\u521d\u81f3\u4eca\u6da8\u5e45\u7ea6\u4e3a 75%\u3002\u5f53\u8ffd\u52a0\u4fdd\u8bc1\u91d1\u901a\u77e5\u88ad\u6765\u4e14\u98ce\u9669\u6a21\u578b\u53d1\u51fa\u7ea2\u8272\u8b66\u62a5\u65f6\uff0c\u6295\u8d44\u7ec4\u5408\u7ecf\u7406\u88ab\u8feb\u6e05\u7b97\u5176\u6d41\u52a8\u6027\u6700\u5f3a\u3001\u83b7\u5229\u6700\u4e30\u7684\u5934\u5bf8\u3002\u4e09\u661f\u548c SK \u6d77\u529b\u58eb\u5408\u8ba1\u5360 KOSPI \u6743\u91cd\u7684 40% \u4ee5\u4e0a\uff0c\u4e0d\u53ef\u907f\u514d\u5730\u6210\u4e3a\u4e86\u8fd9\u4e00\u52a8\u6001\u7684\u53d7\u5bb3\u8005\u3002 <\/p>\n\n

\u91ce\u6751\u8bc1\u5238\u8868\u793a\uff0c\u8fd9\u4e00\u73b0\u8c61\u53cd\u6620\u4e86\u8fd1\u5e74\u6765\u5370\u5ea6\u53d1\u751f\u7684\u60c5\u51b5\uff0c\u5373\u6fc0\u589e\u7684\u56fd\u5185\u6563\u6237\u53c2\u4e0e\u65e5\u76ca\u6324\u5360\u4e86\u5916\u56fd\u6295\u8d44\u8005\u7684\u7a7a\u95f4\u3002Seth \u8865\u5145\u9053\uff1a\u201c\u6211\u8ba4\u4e3a\u540c\u6837\u7684\u52a8\u6001\u4e5f\u53ef\u80fd\u5728\u97e9\u56fd\u4e0a\u6f14\uff0c\u201d\u5e76\u6307\u51fa\u5916\u56fd\u6295\u8d44\u8005\u53ef\u80fd\u4f1a\u5728\u56de\u8c03\u540e\u7b49\u5f85\u66f4\u597d\u7684\u5165\u573a\u70b9\u3002 <\/p>\n\n

\u9ec4\u4ec1\u52cb\u7684\u80cc\u4e66<\/h2>\n\n

\u5c31\u5728\u7b97\u6cd5\u548c\u5b8f\u89c2\u4ea4\u6613\u5458\u4e0d\u5206\u9752\u7ea2\u7682\u767d\u5730\u629b\u552e\u5b58\u50a8\u80a1\u65f6\uff0cAI \u9769\u547d\u7684\u67b6\u6784\u5e08\u5374\u6301\u622a\u7136\u4e0d\u540c\u7684\u89c2\u70b9\u3002<\/p>\n\n

\u82f1\u4f1f\u8fbe (NVDA) \u9996\u5e2d\u6267\u884c\u5b98\u9ec4\u4ec1\u52cb\u5468\u672b\u6070\u597d\u5728\u97e9\u56fd\uff0c\u4e0e SK \u6d77\u529b\u58eb\u6572\u5b9a\u4e86\u4e00\u9879\u91cd\u5927\u7684\u4f9b\u5e94\u534f\u8bae\u3002 \u9762\u5bf9\u5168\u7403\u5e02\u573a\u5d29\u76d8\uff0c\u9ec4\u4ec1\u52cb\u8868\u73b0\u5f97\u6cf0\u7136\u81ea\u82e5\uff0c\u5e76\u5bf9\u5f62\u52bf\u7ed9\u51fa\u4e86\u76f4\u622a\u4e86\u5f53\u7684\u8bc4\u4f30\uff1a\u201c\u6bcf\u4e2a\u4eba\u90fd\u5e94\u8be5\u611f\u5230\u975e\u5e38\u5174\u594b\uff0c\u4ed6\u4eec\u73b0\u5728\u80fd\u4ee5\u66f4\u4fbf\u5b9c\u7684\u4ef7\u683c\u4e70\u5165\u80a1\u7968\u3002\u201d<\/p>\n\n

\u9ec4\u4ec1\u52cb\u7684\u4fe1\u5fc3\u6e90\u4e8e\u7269\u7406\u73b0\u5b9e\u3002 \u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u2014\u2014\u5fae\u8f6f\u3001Alphabet\u3001Meta \u548c\u4e9a\u9a6c\u900a\u2014\u2014\u6b63\u8ba1\u5212\u6bcf\u5e74\u5728\u6570\u636e\u4e2d\u5fc3\u548c AI \u57fa\u7840\u8bbe\u65bd\u4e0a\u6295\u5165\u8fd1\u4e00\u4e07\u4ebf\u7f8e\u5143\u3002 \u8fd9\u4e00\u5efa\u8bbe\u8fc7\u7a0b\u4e2d\u7684\u74f6\u9888\u4e0d\u518d\u4ec5\u4ec5\u662f GPU\uff0c\u800c\u662f\u9ad8\u5e26\u5bbd\u5185\u5b58 (HBM) \u548c\u5148\u8fdb\u5c01\u88c5\u3002 \u4e09\u661f\u548c SK \u6d77\u529b\u58eb\u5728\u6700\u9ad8\u7aef HBM \u751f\u4ea7\u9886\u57df\u5904\u4e8e\u865a\u62df\u5784\u65ad\u5730\u4f4d\uff0c\u5176\u4ea7\u80fd\u5230 2026 \u5e74\u5df2\u5168\u90e8\u552e\u7f44\u3002 \u57fa\u672c\u9700\u6c42\u65b9\u7a0b\u6ca1\u6709\u53d1\u751f\u54ea\u6015 1GB \u7684\u6539\u53d8\u3002<\/p>\n\n

\u4f30\u503c\u4e0e\u98ce\u9669<\/h2>\n\n

\u770b\u7a7a\u7406\u7531\u5e76\u975e\u6beb\u65e0\u6839\u636e\u3002 \u7f8e\u56fd\u56fd\u503a\u6536\u76ca\u7387\u7684\u4e0a\u5347\u4ece\u7ed3\u6784\u4e0a\u538b\u7f29\u4e86\u6210\u957f\u80a1\u7684\u4f30\u503c\u500d\u6570\uff0c\u800c 30 \u5e74\u671f\u6536\u76ca\u7387\u7a81\u7834 5% \u662f\u4e00\u4e2a\u771f\u6b63\u7684\u62d0\u70b9\u3002 \u6b64\u5916\uff0c\u4f0a\u6717\u4e0e\u4ee5\u8272\u5217\u7684\u51b2\u7a81\u4e3a\u80fd\u6e90\u5bc6\u96c6\u578b\u7684\u534a\u5bfc\u4f53\u5236\u9020\u5e26\u6765\u4e86\u4f9b\u5e94\u94fe\u98ce\u9669\u3002 \u5982\u679c\u5e03\u4f26\u7279\u539f\u6cb9\u7ee7\u7eed\u5411 100 \u7f8e\u5143\u8fc8\u8fdb\uff0c\u6295\u5165\u6210\u672c\u5c06\u4e0a\u5347\uff0c\u6d88\u8d39\u8005\u9700\u6c42\u5c06\u51cf\u5f31\u2014\u2014\u8fd9\u79cd\u6ede\u80c0\u60c5\u666f\u5c06\u4f7f\u6240\u6709\u80a1\u7968\u627f\u538b\u3002<\/p>\n\n

\u7136\u800c\uff0c\u5df4\u514b\u83b1\u7814\u7a76\u56e2\u961f\u63d0\u4f9b\u4e86\u4e00\u4e2a\u5173\u952e\u7684\u7ec6\u5fae\u5dee\u522b\u3002 Krishna \u5f3a\u8c03\uff0c\u91cd\u65b0\u5b9a\u4ef7\u662f\u5173\u4e8e\u6298\u73b0\u7387\u7684\uff0c\u800c\u4e0d\u662f\u5546\u4e1a\u6a21\u5f0f\u7684\u5d29\u6e83\uff1a\u201c\u5e76\u4e0d\u662f\u56e0\u4e3a\u8fd9\u4e9b\u5546\u4e1a\u6a21\u5f0f\u6b63\u5728\u74e6\u89e3\uff0c\u800c\u662f\u56e0\u4e3a\u6298\u73b0\u56e0\u5b50\u6b63\u5728\u4e0a\u5347\u3002\u201d \u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u76ee\u524d\u7684\u4ea4\u6613\u4ef7\u683c\u63a5\u8fd1 26 \u500d\u8fdc\u671f\u5e02\u76c8\u7387\uff0c\u5c3d\u7ba1\u5229\u6da6\u66f4\u5f3a\uff0c\u4f46\u6bd4 1 \u6708\u4efd\u8fd8\u8981\u4fbf\u5b9c\uff0c\u5982\u679c\u8fdb\u4e00\u6b65\u4e0b\u8dcc\uff0c\u5c06\u662f\u201c\u5de8\u5927\u7684\u4e70\u5165\u673a\u4f1a\u201d\u3002 \u540c\u6837\u7684\u903b\u8f91\u4e5f\u9002\u7528\u4e8e\u5b58\u50a8\u884c\u4e1a\uff0c\u4e09\u661f\u7684\u4ea4\u6613\u4ef7\u683c\u7ea6\u4e3a 12 \u500d\u8fdc\u671f\u5e02\u76c8\u7387\u2014\u2014\u4ec5\u4e3a\u5176\u7f8e\u56fd\u4e0a\u5e02\u540c\u884c\u7684\u4e00\u5c0f\u90e8\u5206\u3002<\/p>\n\n

\u7ed3\u8bba<\/h2>\n\n

\u5168\u7403 AI \u5927\u6e05\u7b97\u5df2\u7ecf\u5230\u6765\uff0c\u4f46\u8fd9\u662f\u5bf9\u4f30\u503c\u500d\u6570\u7684\u6e05\u7b97\uff0c\u800c\u975e\u5e95\u5c42\u5546\u4e1a\u6a21\u5f0f\u7684\u5d29\u6e83\u3002 KOSPI \u7194\u65ad\u4e8b\u4ef6\u5f88\u53ef\u80fd\u88ab\u89c6\u4e3a\u5b58\u50a8\u884c\u4e1a\u7684\u6050\u614c\u6027\u5e95\u90e8\u3002 \u5f53\u9ec4\u4ec1\u52cb\u5728\u9996\u5c14\u544a\u8bc9\u5168\u4e16\u754c\u8981\u9022\u4f4e\u4e70\u5165\u65f6\uff0c\u8c28\u614e\u7684\u6295\u8d44\u8005\u5e94\u5f53\u503e\u542c\u3002<\/p>\n\n

\u80a1\u7968\u4ee3\u7801<\/strong><\/td>\u7ed3\u8bba<\/strong><\/td>\u76ee\u6807\u4ef7<\/strong><\/td>\u7406\u7531<\/strong><\/td><\/tr>
005930.KS(\u4e09\u661f)<\/strong><\/td>\u4e70\u5165<\/strong><\/td>110,000 \u97e9\u5143<\/td>10% \u7684\u5f3a\u5236\u629b\u552e\u5d29\u76d8\u9020\u6210\u4e86\u5de8\u5927\u7684\u9519\u4f4d\u3002 HBM \u5df2\u552e\u7f44\uff1b\u5c06\u91cd\u56de 1 \u4e07\u4ebf\u7f8e\u5143\u5e02\u503c\u3002<\/td><\/tr>
000660.KS(SK \u6d77\u529b\u58eb)<\/strong><\/td>\u4e70\u5165<\/strong><\/td>250,000 \u97e9\u5143<\/td>\u6700\u7eaf\u7cb9\u7684\u82f1\u4f1f\u8fbe HBM \u6807\u7684\u3002 \u9ec4\u4ec1\u52cb\u5728\u9996\u5c14\u786e\u4fdd\u4f9b\u5e94\uff0c\u51f8\u663e\u4e86\u5176\u4e0d\u53ef\u6216\u7f3a\u6027\u3002<\/td><\/tr>
MU(\u7f8e\u5149)<\/strong><\/td>\u4e70\u5165<\/strong><\/td>$175<\/td>\u7f8e\u56fd\u4e0a\u5e02\u7684\u5b58\u50a8\u540c\u884c\u3002 \u5468\u4e94\u4e0b\u8dcc 13%\uff0c\u4f46\u9694\u591c\u53cd\u5f39 4%\u3002 \u7ed3\u6784\u6027\u8d85\u7ea7\u5468\u671f\u4fdd\u6301\u5b8c\u597d\u3002<\/td><\/tr>
AVGO(\u535a\u901a)<\/strong><\/td>\u6301\u6709<\/strong><\/td>$480<\/td>\u6b64\u6b21\u6e83\u8d25\u7684\u50ac\u5316\u5242\u3002 23% \u7684\u8dcc\u5e45\u521b\u9020\u4e86\u4ef7\u503c\uff0c\u4f46\u4ee4\u4eba\u5931\u671b\u7684\u9884\u6d4b\u9700\u8981\u4e00\u4e2a\u201c\u7528\u4e1a\u7ee9\u8bf4\u8bdd\u201d\u7684\u5b63\u5ea6\u3002<\/td><\/tr><\/tbody><\/table><\/figure>\n\n

\u514d\u8d23\u58f0\u660e\uff1a\u672c\u6587\u4ec5\u4f9b\u53c2\u8003\uff0c\u4e0d\u6784\u6210\u6295\u8d44\u5efa\u8bae\u3002 \u6240\u8868\u8fbe\u7684\u89c2\u70b9\u4ec5\u4ee3\u8868\u4f5c\u8005\u4e2a\u4eba\uff0c\u4e0d\u53cd\u6620 Equities Orbis \u6216\u5176\u5173\u8054\u516c\u53f8\u7684\u89c2\u70b9\u3002 \u5728\u505a\u51fa\u6295\u8d44\u51b3\u7b56\u524d\uff0c\u8bf7\u52a1\u5fc5\u81ea\u884c\u8fdb\u884c\u7814\u7a76\u3002<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

\u4e0a\u5468\u4e94\u59cb\u4e8e\u534e\u5c14\u8857\u7684\u534a\u5bfc\u4f53\u5927\u5c60\u6740\u5df2\u6f14\u53d8\u4e3a\u5168…<\/p>\n","protected":false},"author":6,"featured_media":544,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[49],"tags":[],"class_list":["post-543","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai"],"yoast_head":"\n\u5168\u7403 AI \u5927\u6e05\u7b97\uff1a\u4e3a\u4f55\u4e09\u661f 10% \u7684\u66b4\u8dcc\u662f\u5f3a\u5236\u629b\u552e\u5e26\u6765\u7684\u9988\u8d60 - Equities Orbis<\/title>\n<meta name=\"description\" content=\"Global equity research and stock analysis. Valuations, catalysts, and investment theses \u2014 stocks of the world, revealed.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/equitiesorbis.com\/zh-hans\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u5168\u7403 AI \u5927\u6e05\u7b97\uff1a\u4e3a\u4f55\u4e09\u661f 10% \u7684\u66b4\u8dcc\u662f\u5f3a\u5236\u629b\u552e\u5e26\u6765\u7684\u9988\u8d60 - Equities Orbis\" \/>\n<meta property=\"og:description\" content=\"Global equity research and stock analysis. Valuations, catalysts, and investment theses \u2014 stocks of the world, revealed.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/equitiesorbis.com\/zh-hans\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\/\" \/>\n<meta property=\"og:site_name\" content=\"Equities Orbis\" \/>\n<meta property=\"article:published_time\" content=\"2026-06-08T18:17:13+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-06-08T18:57:28+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/06\/photo_2026-06-08_10-45-32.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1792\" \/>\n\t<meta property=\"og:image:height\" content=\"1024\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Romeo Kuok\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u4f5c\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"Romeo Kuok\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\\\/\"},\"author\":{\"name\":\"Romeo Kuok\",\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/#\\\/schema\\\/person\\\/9cfe050a0f54b079d36561704fe5eb24\"},\"headline\":\"\u5168\u7403 AI \u5927\u6e05\u7b97\uff1a\u4e3a\u4f55\u4e09\u661f 10% \u7684\u66b4\u8dcc\u662f\u5f3a\u5236\u629b\u552e\u5e26\u6765\u7684\u9988\u8d60\",\"datePublished\":\"2026-06-08T18:17:13+00:00\",\"dateModified\":\"2026-06-08T18:57:28+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\\\/\"},\"wordCount\":57,\"publisher\":{\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/equitiesorbis.com\\\/wp-content\\\/uploads\\\/2026\\\/06\\\/photo_2026-06-08_10-45-32.jpg\",\"articleSection\":[\"AI\"],\"inLanguage\":\"zh-Hans\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\\\/\",\"url\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\\\/\",\"name\":\"\u5168\u7403 AI \u5927\u6e05\u7b97\uff1a\u4e3a\u4f55\u4e09\u661f 10% \u7684\u66b4\u8dcc\u662f\u5f3a\u5236\u629b\u552e\u5e26\u6765\u7684\u9988\u8d60 - Equities Orbis\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/equitiesorbis.com\\\/wp-content\\\/uploads\\\/2026\\\/06\\\/photo_2026-06-08_10-45-32.jpg\",\"datePublished\":\"2026-06-08T18:17:13+00:00\",\"dateModified\":\"2026-06-08T18:57:28+00:00\",\"description\":\"Global equity research and stock analysis. Valuations, catalysts, and investment theses \u2014 stocks of the world, revealed.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\\\/#breadcrumb\"},\"inLanguage\":\"zh-Hans\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"zh-Hans\",\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\\\/#primaryimage\",\"url\":\"https:\\\/\\\/equitiesorbis.com\\\/wp-content\\\/uploads\\\/2026\\\/06\\\/photo_2026-06-08_10-45-32.jpg\",\"contentUrl\":\"https:\\\/\\\/equitiesorbis.com\\\/wp-content\\\/uploads\\\/2026\\\/06\\\/photo_2026-06-08_10-45-32.jpg\",\"width\":1792,\"height\":1024},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"\u9996\u9875\",\"item\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"\u5168\u7403 AI \u5927\u6e05\u7b97\uff1a\u4e3a\u4f55\u4e09\u661f 10% \u7684\u66b4\u8dcc\u662f\u5f3a\u5236\u629b\u552e\u5e26\u6765\u7684\u9988\u8d60\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/#website\",\"url\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/\",\"name\":\"Equities Orbis\",\"description\":\"Stocks of the World, Revealed.\",\"publisher\":{\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"zh-Hans\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/#organization\",\"name\":\"OT Media Inc.\",\"url\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"zh-Hans\",\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/equitiesorbis.com\\\/wp-content\\\/uploads\\\/2026\\\/04\\\/photo_2026-04-24_10-17-06.jpg\",\"contentUrl\":\"https:\\\/\\\/equitiesorbis.com\\\/wp-content\\\/uploads\\\/2026\\\/04\\\/photo_2026-04-24_10-17-06.jpg\",\"width\":64,\"height\":64,\"caption\":\"OT Media Inc.\"},\"image\":{\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/#\\\/schema\\\/logo\\\/image\\\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/#\\\/schema\\\/person\\\/9cfe050a0f54b079d36561704fe5eb24\",\"name\":\"Romeo Kuok\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"zh-Hans\",\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/wp-content\\\/uploads\\\/2026\\\/04\\\/avatar_user_6_1777205929-96x96.png\",\"url\":\"https:\\\/\\\/equitiesorbis.com\\\/wp-content\\\/uploads\\\/2026\\\/04\\\/avatar_user_6_1777205929-96x96.png\",\"contentUrl\":\"https:\\\/\\\/equitiesorbis.com\\\/wp-content\\\/uploads\\\/2026\\\/04\\\/avatar_user_6_1777205929-96x96.png\",\"caption\":\"Romeo Kuok\"},\"description\":\"Romeo Kuok is a seasoned executive and investor with deep roots in the crypto and technology sectors. He is the Chairman of the Board for OT Inc. and also a partner at a leading Asian multi-family office. He held leadership roles at two global top-tier cryptocurrency exchanges. With over a decade of experience in go-to-market strategy and early-stage investing, Romeo's portfolio spans AI, robotics, and cryptocurrency. He has been an LP in top funds across North America and Asia, accessing unicorns such as SpaceX and TikTok. He is notably the largest personal angel investor in several high-return projects, including DeAgentAI and Sonic, which achieved returns of dozens of times post-TGE. His direct investments also include Puffer Finance and Solv Protocol.\",\"url\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/author\\\/romeo-kuok\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"\u5168\u7403 AI \u5927\u6e05\u7b97\uff1a\u4e3a\u4f55\u4e09\u661f 10% \u7684\u66b4\u8dcc\u662f\u5f3a\u5236\u629b\u552e\u5e26\u6765\u7684\u9988\u8d60 - Equities Orbis","description":"Global equity research and stock analysis. Valuations, catalysts, and investment theses \u2014 stocks of the world, revealed.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/equitiesorbis.com\/zh-hans\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\/","og_locale":"zh_CN","og_type":"article","og_title":"\u5168\u7403 AI \u5927\u6e05\u7b97\uff1a\u4e3a\u4f55\u4e09\u661f 10% \u7684\u66b4\u8dcc\u662f\u5f3a\u5236\u629b\u552e\u5e26\u6765\u7684\u9988\u8d60 - Equities Orbis","og_description":"Global equity research and stock analysis. Valuations, catalysts, and investment theses \u2014 stocks of the world, revealed.","og_url":"https:\/\/equitiesorbis.com\/zh-hans\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\/","og_site_name":"Equities Orbis","article_published_time":"2026-06-08T18:17:13+00:00","article_modified_time":"2026-06-08T18:57:28+00:00","og_image":[{"width":1792,"height":1024,"url":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/06\/photo_2026-06-08_10-45-32.jpg","type":"image\/jpeg"}],"author":"Romeo Kuok","twitter_card":"summary_large_image","twitter_misc":{"\u4f5c\u8005":"Romeo Kuok"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/equitiesorbis.com\/zh-hans\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\/#article","isPartOf":{"@id":"https:\/\/equitiesorbis.com\/zh-hans\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\/"},"author":{"name":"Romeo Kuok","@id":"https:\/\/equitiesorbis.com\/zh-hans\/#\/schema\/person\/9cfe050a0f54b079d36561704fe5eb24"},"headline":"\u5168\u7403 AI \u5927\u6e05\u7b97\uff1a\u4e3a\u4f55\u4e09\u661f 10% \u7684\u66b4\u8dcc\u662f\u5f3a\u5236\u629b\u552e\u5e26\u6765\u7684\u9988\u8d60","datePublished":"2026-06-08T18:17:13+00:00","dateModified":"2026-06-08T18:57:28+00:00","mainEntityOfPage":{"@id":"https:\/\/equitiesorbis.com\/zh-hans\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\/"},"wordCount":57,"publisher":{"@id":"https:\/\/equitiesorbis.com\/zh-hans\/#organization"},"image":{"@id":"https:\/\/equitiesorbis.com\/zh-hans\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\/#primaryimage"},"thumbnailUrl":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/06\/photo_2026-06-08_10-45-32.jpg","articleSection":["AI"],"inLanguage":"zh-Hans"},{"@type":"WebPage","@id":"https:\/\/equitiesorbis.com\/zh-hans\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\/","url":"https:\/\/equitiesorbis.com\/zh-hans\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\/","name":"\u5168\u7403 AI \u5927\u6e05\u7b97\uff1a\u4e3a\u4f55\u4e09\u661f 10% \u7684\u66b4\u8dcc\u662f\u5f3a\u5236\u629b\u552e\u5e26\u6765\u7684\u9988\u8d60 - Equities Orbis","isPartOf":{"@id":"https:\/\/equitiesorbis.com\/zh-hans\/#website"},"primaryImageOfPage":{"@id":"https:\/\/equitiesorbis.com\/zh-hans\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\/#primaryimage"},"image":{"@id":"https:\/\/equitiesorbis.com\/zh-hans\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\/#primaryimage"},"thumbnailUrl":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/06\/photo_2026-06-08_10-45-32.jpg","datePublished":"2026-06-08T18:17:13+00:00","dateModified":"2026-06-08T18:57:28+00:00","description":"Global equity research and stock analysis. Valuations, catalysts, and investment theses \u2014 stocks of the world, revealed.","breadcrumb":{"@id":"https:\/\/equitiesorbis.com\/zh-hans\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\/#breadcrumb"},"inLanguage":"zh-Hans","potentialAction":[{"@type":"ReadAction","target":["https:\/\/equitiesorbis.com\/zh-hans\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\/"]}]},{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/equitiesorbis.com\/zh-hans\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\/#primaryimage","url":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/06\/photo_2026-06-08_10-45-32.jpg","contentUrl":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/06\/photo_2026-06-08_10-45-32.jpg","width":1792,"height":1024},{"@type":"BreadcrumbList","@id":"https:\/\/equitiesorbis.com\/zh-hans\/%e5%85%a8%e7%90%83-ai-%e5%a4%a7%e6%b8%85%e7%ae%97%ef%bc%9a%e4%b8%ba%e4%bd%95%e4%b8%89%e6%98%9f-10-%e7%9a%84%e6%9a%b4%e8%b7%8c%e6%98%af%e5%bc%ba%e5%88%b6%e6%8a%9b%e5%94%ae%e5%b8%a6%e6%9d%a5%e7%9a%84\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"\u9996\u9875","item":"https:\/\/equitiesorbis.com\/zh-hans\/"},{"@type":"ListItem","position":2,"name":"\u5168\u7403 AI \u5927\u6e05\u7b97\uff1a\u4e3a\u4f55\u4e09\u661f 10% \u7684\u66b4\u8dcc\u662f\u5f3a\u5236\u629b\u552e\u5e26\u6765\u7684\u9988\u8d60"}]},{"@type":"WebSite","@id":"https:\/\/equitiesorbis.com\/zh-hans\/#website","url":"https:\/\/equitiesorbis.com\/zh-hans\/","name":"Equities Orbis","description":"Stocks of the World, Revealed.","publisher":{"@id":"https:\/\/equitiesorbis.com\/zh-hans\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/equitiesorbis.com\/zh-hans\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"zh-Hans"},{"@type":"Organization","@id":"https:\/\/equitiesorbis.com\/zh-hans\/#organization","name":"OT Media Inc.","url":"https:\/\/equitiesorbis.com\/zh-hans\/","logo":{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/equitiesorbis.com\/zh-hans\/#\/schema\/logo\/image\/","url":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/04\/photo_2026-04-24_10-17-06.jpg","contentUrl":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/04\/photo_2026-04-24_10-17-06.jpg","width":64,"height":64,"caption":"OT Media Inc."},"image":{"@id":"https:\/\/equitiesorbis.com\/zh-hans\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/equitiesorbis.com\/zh-hans\/#\/schema\/person\/9cfe050a0f54b079d36561704fe5eb24","name":"Romeo Kuok","image":{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/04\/avatar_user_6_1777205929-96x96.png","url":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/04\/avatar_user_6_1777205929-96x96.png","contentUrl":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/04\/avatar_user_6_1777205929-96x96.png","caption":"Romeo Kuok"},"description":"Romeo Kuok is a seasoned executive and investor with deep roots in the crypto and technology sectors. He is the Chairman of the Board for OT Inc. and also a partner at a leading Asian multi-family office. He held leadership roles at two global top-tier cryptocurrency exchanges. With over a decade of experience in go-to-market strategy and early-stage investing, Romeo's portfolio spans AI, robotics, and cryptocurrency. He has been an LP in top funds across North America and Asia, accessing unicorns such as SpaceX and TikTok. He is notably the largest personal angel investor in several high-return projects, including DeAgentAI and Sonic, which achieved returns of dozens of times post-TGE. His direct investments also include Puffer Finance and Solv Protocol.","url":"https:\/\/equitiesorbis.com\/zh-hans\/author\/romeo-kuok\/"}]}},"featured_image_src":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/06\/photo_2026-06-08_10-45-32-600x400.jpg","featured_image_src_square":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/06\/photo_2026-06-08_10-45-32-600x600.jpg","author_info":{"display_name":"Romeo Kuok","author_link":"https:\/\/equitiesorbis.com\/zh-hans\/author\/romeo-kuok\/"},"_links":{"self":[{"href":"https:\/\/equitiesorbis.com\/zh-hans\/wp-json\/wp\/v2\/posts\/543","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/equitiesorbis.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/equitiesorbis.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/equitiesorbis.com\/zh-hans\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/equitiesorbis.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=543"}],"version-history":[{"count":0,"href":"https:\/\/equitiesorbis.com\/zh-hans\/wp-json\/wp\/v2\/posts\/543\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/equitiesorbis.com\/zh-hans\/wp-json\/wp\/v2\/media\/544"}],"wp:attachment":[{"href":"https:\/\/equitiesorbis.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=543"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/equitiesorbis.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=543"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/equitiesorbis.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=543"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}