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Arm Holdings (ARM)\uff1a\u7687\u51a0\u660e\u73e0\u7684\u5d1b\u8d77<\/h1>\n\n

Arm Holdings \u5df2\u7ecf\u8d85\u8d8a\u4e86\u5176\u4f5c\u4e3a\u667a\u80fd\u624b\u673a\u77e5\u8bc6\u4ea7\u6743\u6388\u6743\u5546\u7684\u4f20\u7edf\u5730\u4f4d\u3002\u8be5\u516c\u53f8\u76ee\u524d\u6b63\u79ef\u6781\u901a\u8fc7 AI \u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u5b9e\u73b0\u53d8\u73b0\uff0c\u5229\u7528\u5176\u9ad8\u80fd\u6548\u67b6\u6784\u5bf9\u6297\u4f20\u7edf\u7684 x86 \u73b0\u4efb\u5de8\u5934\u3002\u8fd9\u79cd\u8f6c\u578b\u5e76\u975e\u505c\u7559\u5728\u7406\u8bba\u5c42\u9762\uff0c\u800c\u662f\u4f53\u73b0\u5728\u5207\u5b9e\u7684\u8d22\u52a1\u52a0\u901f\u589e\u957f\u4e2d\u3002 <\/p>\n\n

\u5728 2026 \u8d22\u5e74\uff0cArm \u5b9e\u73b0\u4e86\u521b\u7eaa\u5f55\u7684 49.2 \u4ebf\u7f8e\u5143<\/strong>\u8425\u6536\uff0c\u540c\u6bd4\u589e\u957f 23%\u3002\u4ec5\u7b2c\u56db\u5b63\u5ea6\u5c31\u4ea7\u751f\u4e86 14.9 \u4ebf\u7f8e\u5143<\/strong>\uff0c\u8fd9\u4e3b\u8981\u5f97\u76ca\u4e8e\u6388\u6743\u6536\u5165\u6fc0\u589e 29% \u548c\u7248\u7a0e\u6536\u5165\u589e\u957f 11%\u3002\u81f3\u5173\u91cd\u8981\u7684\u662f\uff0c\u7b2c\u56db\u5b63\u5ea6\u6570\u636e\u4e2d\u5fc3\u7248\u7a0e\u540c\u6bd4\u589e\u957f\u4e86\u4e00\u500d\u591a<\/strong>\u3002\u8fd9\u4e00\u589e\u957f\u7684\u57fa\u7840\u662f\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u5e7f\u6cdb\u91c7\u7528\u57fa\u4e8e Arm \u7684\u5b9a\u5236\u82af\u7247\uff0c\u5305\u62ec AWS Graviton\u3001Google Axion \u548c Microsoft Cobalt \u5904\u7406\u5668\u3002 <\/p>\n\n

\u7136\u800c\uff0c\u6700\u91cd\u8981\u7684\u50ac\u5316\u5242\u662f Arm AGI CPU<\/strong> \u7684\u63a8\u51fa\u3002\u8fd9\u6b3e\u4e8e 2026 \u5e74 3 \u6708\u53d1\u5e03\u7684\u4e13\u7528 136 \u6838\u5904\u7406\u5668\u4ee3\u8868\u4e86\u4ece\u6388\u6743\u77e5\u8bc6\u4ea7\u6743\u5411\u4e3a\u667a\u80fd\u4f53 AI \u5de5\u4f5c\u8d1f\u8f7d\u63d0\u4f9b\u6210\u54c1\u82af\u7247\u7684\u8f6c\u53d8\u3002\u51ed\u501f\u5728 2027 \u548c 2028 \u8d22\u5e74\u8d85\u8fc7 20 \u4ebf\u7f8e\u5143\u7684\u65e2\u5b9a\u9700\u6c42\u7ba1\u7ebf\uff0c\u4ee5\u53ca\u5305\u62ec Oracle \u548c Meta \u5728\u5185\u7684\u77e5\u540d\u5ba2\u6237\uff0cAGI CPU \u63d0\u4f9b\u4e86\u4e00\u4e2a\u76f4\u63a5\u7684\u9ad8\u5229\u6da6\u6536\u5165\u6d41\u3002\u7ba1\u7406\u5c42\u8bbe\u5b9a\u4e86\u4e00\u4e2a\u96c4\u5fc3\u52c3\u52c3\u7684\u76ee\u6807\uff0c\u5373\u5230 2031 \u8d22\u5e74\u5b9e\u73b0 150 \u4ebf\u7f8e\u5143<\/strong>\u7684 AGI CPU \u8425\u6536\u3002 <\/p>\n\n

\u770b\u591a Arm \u7684\u7406\u7531\u57fa\u4e8e\u8fd9\u79cd\u7ed3\u6784\u6027\u7684\u67b6\u6784\u8f6c\u53d8\u3002\u968f\u7740 AI \u5de5\u4f5c\u8d1f\u8f7d\u5bf9\u8ba1\u7b97\u80fd\u529b\u7684\u9700\u6c42\u5448\u6307\u6570\u7ea7\u589e\u957f\uff0cArm Neoverse \u67b6\u6784\u7684\u80fd\u6548\u6210\u4e3a\u4e00\u9879\u5173\u952e\u4f18\u52bf\uff0c\u6709\u671b\u663e\u8457\u964d\u4f4e\u6bcf\u5409\u74e6\u6570\u636e\u4e2d\u5fc3\u7684\u8d44\u672c\u652f\u51fa\u3002\u6b64\u5916\uff0c\u8be5\u516c\u53f8\u7684\u7248\u7a0e\u6a21\u5f0f\u4fdd\u6301\u4e86\u8f7b\u8d44\u4ea7\u7279\u6027\uff0c\u5728\u5229\u6da6\u7387\u6269\u5927\u7684\u540c\u65f6\u4ea7\u751f\u7ecf\u5e38\u6027\u6536\u5165\u3002 <\/p>\n\n

\u76f8\u53cd\uff0c\u770b\u7a7a\u7406\u7531\u5b8c\u5168\u53d6\u51b3\u4e8e\u4f30\u503c\u3002Arm \u76ee\u524d\u7684\u4ea4\u6613\u4ef7\u683c\u5904\u4e8e\u6781\u7aef\u6c34\u5e73\uff0c\u6eda\u52a8\u5e02\u76c8\u7387\u7ea6\u4e3a 450 \u500d<\/strong>\uff0c\u9884\u6d4b\u5e02\u76c8\u7387\uff08Forward P\/E\uff09\u4e3a 172 \u500d<\/strong>\uff0c\u4f01\u4e1a\u4ef7\u503c\u500d\u6570\uff08EV\/EBITDA\uff09\u4e3a 350 \u500d<\/strong>\u3002\u5728\u6bcf\u80a1\u7ea6 380 \u7f8e\u5143\u7684\u4ef7\u4f4d\uff0c\u8be5\u80a1\u8fdc\u9ad8\u4e8e\u534e\u5c14\u8857 245 \u7f8e\u5143\u7684\u5e73\u5747\u76ee\u6807\u4ef7\uff0c\u5c3d\u7ba1\u6700\u9ad8\u9884\u671f\u8fbe\u5230\u4e86 500 \u7f8e\u5143\u3002\u867d\u7136\u8425\u6536\u590d\u5408\u589e\u957f\u7387\u8d85\u8fc7 20%\uff0c\u4f46\u4ecd\u4ec5\u4e3a\u82f1\u7279\u5c14\u548c AMD \u7b49\u4f20\u7edf\u540c\u884c\u7684\u4e00\u5c0f\u90e8\u5206\u3002\u4f9b\u5e94\u94fe\u9650\u5236\uff0c\u7279\u522b\u662f\u9488\u5bf9\u65b0\u578b AGI CPU \u7684\u53f0\u79ef\u7535\u6676\u5706\u548c\u7d22\u559c\u79d1\u6280\uff08Socionext\uff09\u5c01\u88c5\u4ea7\u80fd\uff0c\u5e26\u6765\u4e86\u6267\u884c\u98ce\u9669\uff0c\u5728\u76ee\u524d\u7684\u4f30\u503c\u500d\u6570\u4e0b\u4e0d\u5bb9\u6709\u5931\u3002 <\/p>\n\n

\u7ed3\u8bba\uff1a\u6301\u6709\u3002Arm \u662f\u4e00\u5bb6\u5728\u957f\u671f\u5927\u8d8b\u52bf\u4e2d\u6267\u884c\u5b8c\u7f8e\u7684\u5353\u8d8a\u4f01\u4e1a\u3002\u7136\u800c\uff0c\u76ee\u524d\u7684\u4f30\u503c\u5df2\u7ecf\u8ba1\u5165\u4e86\u672a\u6765\u4e94\u5e74\u5185 150 \u4ebf\u7f8e\u5143 AGI CPU \u76ee\u6807\u8fd1\u4e4e\u5b8c\u7f8e\u7684\u6267\u884c\u9884\u671f\u3002\u5bf9\u4e8e\u5bfb\u6c42\u5b89\u5168\u8fb9\u9645\u7684\u9006\u5411\u6295\u8d44\u8005\u6765\u8bf4\uff0c\u76ee\u524d\u7684\u5207\u5165\u70b9\u5e76\u4e0d\u7406\u60f3\u3002\u6211\u4eec\u7b49\u5f85\u66f4\u5e7f\u6cdb\u7684\u5e02\u573a\u9519\u4f4d\u6216\u56e0\u4f9b\u5e94\u94fe\u5bfc\u81f4\u7684\u6682\u65f6\u6027\u4e1a\u7ee9\u4e0d\u53ca\u9884\u671f\uff0c\u518d\u884c\u5efa\u4ed3\u3002 <\/strong><\/p>\n\n

\u76ee\u6807\u4ef7\uff1a$280\u3002<\/strong><\/p>\n\n

\u8f6f\u94f6\u96c6\u56e2 (SFTBY)\uff1a\u6760\u6746\u5316\u7684 AI \u4ee3\u7406\u6807\u7684<\/h1>\n\n

\u5982\u679c\u8bf4 Arm \u662f AI \u67b6\u6784\u8f6c\u578b\u7684\u5f15\u64ce\uff0c\u90a3\u4e48\u8f6f\u94f6\u96c6\u56e2\u5c31\u662f\u6355\u6349\u5176\u52a8\u80fd\u7684\u9ad8\u6760\u6746\u8f7d\u4f53\u3002\u8f6f\u94f6\u5728 Arm \u4e2d\u6301\u6709\u7684\u8fd1 90% \u80a1\u4efd<\/strong>\u7ea6\u5360\u5176\u603b\u51c0\u8d44\u4ea7\u4ef7\u503c (NAV) \u7684 40%<\/strong>\u3002\u56e0\u6b64\uff0c\u8f6f\u94f6\u7684\u80a1\u4ef7\u5728\u5f88\u5927\u7a0b\u5ea6\u4e0a\u5145\u5f53\u4e86 Arm \u8868\u73b0\u7684\u884d\u751f\u54c1\uff0c\u5e76\u88ab\u8be5\u96c6\u56e2\u5176\u4ed6\u9ad8\u786e\u4fe1\u5ea6\u7684 AI \u6295\u8d44\u6240\u653e\u5927\u3002 <\/p>\n\n

\u9664 Arm \u5916\uff0c\u8f6f\u94f6\u8fd8\u6301\u6709 OpenAI \u7ea6 11% \u81f3 13% \u7684\u80a1\u4efd<\/strong>\uff0c\u4ef7\u503c\u7ea6 550 \u4ebf\u7f8e\u5143<\/strong>\uff0c\u5360\u5176 NAV \u7684\u53e6\u5916 25%\u3002\u8fd9\u79cd\u96c6\u4e2d\u7684\u98ce\u9669\u655e\u53e3\u4e0e\u5b59\u6b63\u4e49\u63d0\u51fa\u7684\u5411\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u548c\u6a21\u578b\u6295\u8d44\u7ea6 12 \u4e07\u4ebf\u65e5\u5143\u7684\u6218\u7565\u5b8c\u7f8e\u5951\u5408\u3002\u636e\u62a5\u9053\uff0c\u8be5\u63a7\u80a1\u516c\u53f8\u8fd8\u6b63\u5728\u4e0e Arm \u5171\u540c\u5f00\u53d1\u5185\u90e8 AI \u52a0\u901f\u5668\uff0c\u6807\u5fd7\u7740\u5176\u6295\u8d44\u7ec4\u5408\u8d44\u4ea7\u7684\u8fdb\u4e00\u6b65\u6df1\u5ea6\u6574\u5408\u3002 <\/p>\n\n

\u8f6f\u94f6\u7684\u5386\u53f2\u6295\u8d44\u903b\u8f91\u4e00\u76f4\u56f4\u7ed5\u5176\u76f8\u5bf9\u4e8e NAV \u7684\u6298\u4ef7\u3002\u4f20\u7edf\u4e0a\uff0c\u6295\u8d44\u8005\u5728\u6298\u4ef7\u6269\u5927\u81f3\u4e24\u4f4d\u6570\u65f6\u4e70\u5165\u8f6f\u94f6\uff0c\u5728\u6298\u4ef7\u6536\u7a84\u65f6\u5356\u51fa\u3002\u76ee\u524d\uff0c\u5728 Arm \u7206\u53d1\u5f0f\u589e\u503c\u7684\u63a8\u52a8\u4e0b\uff0c\u8be5\u6298\u4ef7\u5df2\u663e\u8457\u6536\u7a84\u3002\u91ce\u6751\u8bc1\u5238\u6700\u8fd1\u5c06\u8f6f\u94f6\u7684\u76ee\u6807\u4ef7\u4e0a\u8c03\u81f3 9,590 \u65e5\u5143\uff0c\u5bf9\u5176 10,370 \u65e5\u5143\u7684\u9884\u4f30 NAV \u4ec5\u5e94\u7528\u4e86 7.5% \u7684\u6298\u4ef7\u3002 <\/p>\n\n

\u8f6f\u94f6\u7684\u4e3b\u8981\u98ce\u9669\u56e0\u7d20\u4ecd\u662f\u5176\u4e0d\u900f\u660e\u4e14\u5e9e\u5927\u7684\u503a\u52a1\u8d1f\u62c5\u3002\u867d\u7136\u5b98\u65b9\u7684\u8d37\u6b3e\u4ef7\u503c\u6bd4\uff08LTV\uff09\u6307\u6807\u770b\u8d77\u6765\u5c1a\u53ef\u63a7\uff0c\u4f46\u6279\u8bc4\u4eba\u58eb\u6307\u51fa\uff0c\u7ea6\u6709 280 \u4ebf\u7f8e\u5143\u7684\u4fdd\u8bc1\u91d1\u8d37\u6b3e<\/strong>\u662f\u4ee5 Arm \u80a1\u7968\u548c\u65e5\u672c\u7535\u4fe1\u4e1a\u52a1\u4e3a\u62b5\u62bc\u501f\u5165\u7684\u3002\u8fd9\u79cd\u6760\u6746\u4f5c\u7528\uff0c\u7ed3\u5408\u5176\u96c6\u4e2d\u7684 AI \u6295\u8d44\u7ec4\u5408\u56fa\u6709\u7684\u6ce2\u52a8\u6027\uff0c\u521b\u9020\u4e86\u4e00\u4e2a\u9ad8\u8d1d\u5854\u503c\u7684\u6295\u8d44\u5c5e\u6027\u3002 <\/p>\n\n

\u7ed3\u8bba\uff1a\u4e70\u5165\u3002\u5c3d\u7ba1 NAV \u6298\u4ef7\u6536\u7a84\u4e14\u503a\u52a1\u7ed3\u6784\u590d\u6742\uff0c\u4f46\u4e0e\u76f4\u63a5\u8d2d\u4e70 Arm \u76f8\u6bd4\uff0c\u8f6f\u94f6\u63d0\u4f9b\u4e86\u66f4\u4f18\u7684\u98ce\u9669\u56de\u62a5\u6bd4\u3002\u5b83\u63d0\u4f9b\u4e86\u5bf9 Arm \u589e\u957f\u8f68\u8ff9\u7684\u6760\u6746\u5316\u655e\u53e3\uff0c\u5e76\u7ed3\u5408\u4e86 OpenAI \u80a1\u4efd\u7684\u5185\u5728\u671f\u6743\u4ef7\u503c\uff0c\u800c\u5e02\u76c8\u7387\u4ec5\u4e3a 7.35 \u500d\u5de6\u53f3\u3002\u5bf9\u4e8e\u613f\u610f\u5fcd\u53d7\u5b59\u6b63\u4e49\u6fc0\u8fdb\u8d44\u672c\u914d\u7f6e\u6240\u5e26\u6765\u7684\u6ce2\u52a8\u7684\u6295\u8d44\u8005\u6765\u8bf4\uff0c\u8f6f\u94f6\u662f\u6355\u6349 AI \u8303\u5f0f\u8f6c\u79fb\u7684\u4e00\u4e2a\u6781\u5177\u5438\u5f15\u529b\u7684\u8f7d\u4f53\u3002 <\/strong><\/p>\n\n

\u76ee\u6807\u4ef7\uff1a$28.00 (ADR)\u3002<\/strong><\/p>\n\n

\u7ade\u4e89\u5916\u56f4\uff1a\u8bc4\u4f30\u540c\u884c<\/h1>\n\n

\u4e3a\u4e86\u5145\u5206\u7406\u89e3 Arm \u548c\u8f6f\u94f6\u7684\u6295\u8d44\u903b\u8f91\uff0c\u6211\u4eec\u5fc5\u987b\u8bc4\u4f30\u66f4\u5e7f\u6cdb\u7684\u534a\u5bfc\u4f53\u683c\u5c40\uff0c\u5206\u6790 AI \u751f\u6001\u7cfb\u7edf\u4e2d\u7684\u76f4\u63a5\u7ade\u4e89\u5bf9\u624b\u548c\u4e92\u8865\u53c2\u4e0e\u8005\u3002<\/p>\n\n

\u82f1\u4f1f\u8fbe\u516c\u53f8 (NVDA)<\/h2>\n\n

\u82f1\u4f1f\u8fbe\uff08Nvidia\uff09\u4ecd\u662f AI \u52a0\u901f\u5668\u9886\u57df\u65e0\u53ef\u4e89\u8bae\u7684\u9738\u4e3b\u3002\u8be5\u516c\u53f8\u6700\u8fd1\u62a5\u544a\u5b63\u5ea6\u8425\u6536\u4e3a 816 \u4ebf\u7f8e\u5143<\/strong>\uff0c\u540c\u6bd4\u589e\u957f 85%<\/strong>\u3002\u82f1\u4f1f\u8fbe\u5e76\u975e Arm \u7684\u76f4\u63a5\u7ade\u4e89\u5bf9\u624b\uff0c\u800c\u662f\u5176\u5173\u952e\u5408\u4f5c\u4f19\u4f34\uff0c\u5229\u7528\u57fa\u4e8e Arm \u7684 CPU\uff08\u5982 Grace Hopper \u8d85\u7ea7\u82af\u7247\u548c\u5373\u5c06\u63a8\u51fa\u7684 Vera CPU\uff09\u6765\u7f13\u89e3\u6570\u636e\u4e2d\u5fc3\u74f6\u9888\u3002\u7531\u4e8e\u5176\u9884\u6d4b\u5e02\u76c8\u7387\u76f8\u5bf9\u4e8e\u7206\u53d1\u5f0f\u589e\u957f\u800c\u8a00\u4ecd\u5904\u4e8e\u60ca\u4eba\u7684\u6e29\u548c\u6c34\u5e73\uff0c\u82f1\u4f1f\u8fbe\u7ee7\u7eed\u8bc1\u660e\u5176\u6ea2\u4ef7\u7684\u5408\u7406\u6027\u3002\u5171\u8bc6\u76ee\u6807\u4ef7\u63a5\u8fd1 $310\uff0c\u6700\u9ad8\u9884\u671f\u8fbe\u5230 $743\u3002 <\/p>\n\n

\u7ed3\u8bba\uff1a\u6301\u6709\u3002\u52a8\u80fd\u4e0d\u53ef\u5426\u8ba4\uff0c\u4f46\u5927\u6570\u5b9a\u5f8b\u51b3\u5b9a\u4e86\u767e\u5206\u6bd4\u589e\u957f\u6700\u7ec8\u5fc5\u987b\u51cf\u901f\u3002\u6211\u4eec\u5bf9\u73b0\u6709\u4ed3\u4f4d\u7ef4\u6301\u6301\u6709\u8bc4\u7ea7\uff0c\u4f46\u5efa\u8bae\u4e0d\u8981\u5728\u5f53\u524d\u6c34\u5e73\u6295\u5165\u65b0\u8d44\u91d1\u3002 <\/strong><\/p>\n\n

\u76ee\u6807\u4ef7\uff1a$310\u3002<\/strong><\/p>\n\n

\u8d85\u5a01\u534a\u5bfc\u4f53 (AMD)<\/h2>\n\n

AMD \u6b63\u5728\u8fdb\u884c\u4e00\u573a\u53cc\u7ebf\u6218\u4e89\uff1a\u5728 AI \u52a0\u901f\u5668 (GPU) \u9886\u57df\u6311\u6218\u82f1\u4f1f\u8fbe\uff0c\u5e76\u5728\u6570\u636e\u4e2d\u5fc3 CPU \u5e02\u573a\u62b5\u5fa1\u82f1\u7279\u5c14\u7684 x86 \u4ea7\u54c1\u548c Arm \u7684\u67b6\u6784\u5165\u4fb5\u3002\u8be5\u516c\u53f8\u8868\u73b0\u51fa\u4e86\u97e7\u6027\uff0c\u6570\u636e\u4e2d\u5fc3\u8425\u6536\u540c\u6bd4\u589e\u957f 57%\u3002\u7136\u800c\uff0c\u5728 159 \u500d\u7684\u6eda\u52a8\u5e02\u76c8\u7387<\/strong>\u548c 69 \u500d\u7684\u9884\u6d4b\u5e02\u76c8\u7387<\/strong>\u4e0b\uff0c\u4f30\u503c\u8981\u6c42\u5f88\u9ad8\u3002\u867d\u7136\u5206\u6790\u5e08\u4ecd\u770b\u597d\u8be5\u80a1\uff0c\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a $492\uff0c\u6700\u9ad8\u4e3a $665\uff0c\u4f46 AMD \u5fc5\u987b\u5b8c\u7f8e\u6267\u884c\u5176 MI300 \u52a0\u901f\u5668\u7684\u63a8\u5e7f\uff0c\u624d\u80fd\u8bc1\u660e\u5176\u4f30\u503c\u500d\u6570\u7684\u5408\u7406\u6027\u3002 <\/p>\n\n

\u7ed3\u8bba\uff1a\u6301\u6709\u3002AMD \u662f AI \u52a0\u901f\u5668\u5e02\u573a\u7684\u5f3a\u529b\u4e8c\u53f7\u73a9\u5bb6\uff0c\u4f46\u5176\u5728\u6570\u636e\u4e2d\u5fc3\u9886\u57df\u9762\u4e34 x86 \u7ed3\u6784\u6027\u8870\u9000\uff08\u7531 Arm \u63a8\u52a8\uff09\u7684\u98ce\u9669\uff0c\u5f15\u5165\u4e86\u957f\u671f\u6218\u7565\u98ce\u9669\u3002 <\/strong><\/p>\n\n

\u76ee\u6807\u4ef7\uff1a$480\u3002<\/strong><\/p>\n\n

\u82f1\u7279\u5c14\u516c\u53f8 (INTC)<\/h2>\n\n

\u82f1\u7279\u5c14\u4ee3\u8868\u4e86\u7ec8\u6781\u7684\u9006\u5411\u53cd\u8f6c\u9898\u6750\u3002\u7531\u4e8e\u5bf9\u5176\u4ee3\u5de5\u4e1a\u52a1\u7684\u4e50\u89c2\u60c5\u7eea\u4ee5\u53ca\u8fd1\u671f\u5728 AI \u82af\u7247\u65b9\u9762\u7684\u8fdb\u5c55\uff08\u5305\u62ec\u4e0e\u8c37\u6b4c\u7684\u5408\u4f5c\uff09\uff0c\u8be5\u80a1\u4eca\u5e74\u4ee5\u6765\u5df2\u98d9\u5347\u8d85\u8fc7 170%<\/strong>\u3002\u7136\u800c\uff0c\u57fa\u672c\u9762\u4f9d\u7136\u4e25\u91cd\u4f4e\u8ff7\u3002\u9884\u6d4b\u5e02\u76c8\u7387\u9ad8\u8fbe 111 \u500d<\/strong>\uff0c\u53cd\u6620\u4e86\u91cd\u5efa\u5236\u9020\u80fd\u529b\u6240\u9700\u7684\u5de8\u989d\u8d44\u672c\u652f\u51fa\u3002\u534e\u5c14\u8857\u7684\u5171\u8bc6\u76ee\u6807\u4ef7\u4ecd\u951a\u5b9a\u5728 $88 \u5de6\u53f3\uff0c\u8fdc\u4f4e\u4e8e\u76ee\u524d\u7ea6 $108 \u7684\u4ea4\u6613\u4ef7\u683c\u3002 <\/p>\n\n

\u7ed3\u8bba\uff1a\u5356\u51fa\u3002\u53cd\u8f6c\u53d9\u4e8b\u5df2\u8d85\u524d\u4e8e\u8d22\u52a1\u73b0\u5b9e\u3002\u8be5\u80a1\u5b9a\u4ef7\u8ba1\u5165\u4e86\u6210\u529f\u7684\u4ee3\u5de5\u8f6c\u578b\uff0c\u800c\u8fd9\u8ddd\u79bb\u4ea7\u751f\u6709\u610f\u4e49\u7684\u81ea\u7531\u73b0\u91d1\u6d41\u8fd8\u6709\u6570\u5e74\u4e4b\u9065\uff0c\u540c\u65f6\u5176\u6838\u5fc3 x86 \u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u6b63\u9762\u4e34\u6765\u81ea Arm \u7684\u65e0\u60c5\u538b\u529b\u3002 <\/strong><\/p>\n\n

\u76ee\u6807\u4ef7\uff1a$85\u3002<\/strong><\/p>\n\n

\u535a\u901a\u516c\u53f8 (AVGO)<\/h2>\n\n

\u535a\u901a\u662f AI \u57fa\u7840\u8bbe\u65bd\u9886\u57df\u6c89\u9ed8\u7684\u5de8\u4eba\uff0c\u4e3b\u5bfc\u7740\u8d85\u5927\u89c4\u6a21\u6570\u636e\u4e2d\u5fc3\u5fc5\u4e0d\u53ef\u5c11\u7684\u5b9a\u5236\u82af\u7247 (ASIC) \u548c\u7f51\u7edc\u7ec6\u5206\u5e02\u573a\u3002\u8be5\u516c\u53f8\u6700\u8fd1\u7684\u8d22\u62a5\u8d85\u51fa\u9884\u671f\uff0c\u6bcf\u80a1\u6536\u76ca (EPS) \u4e3a 2.44 \u7f8e\u5143\uff0c\u5e76\u4e3a\u4e0b\u4e00\u5b63\u5ea6\u63d0\u4f9b\u4e86 294 \u4ebf\u7f8e\u5143<\/strong>\u7684\u5f3a\u52b2\u8425\u6536\u6307\u5f15\u3002\u76f8\u5bf9\u4e8e\u540c\u884c\uff0c\u535a\u901a\u7684\u4ea4\u6613\u4f30\u503c\u5408\u7406\uff0c\u88ab\u91cf\u5316\u6a21\u578b\u8ba4\u4e3a\u9002\u5ea6\u4f4e\u4f30<\/strong>\uff0c\u4e2d\u4f4d\u6570\u76ee\u6807\u4ef7\u4e3a $525\uff0c\u6700\u9ad8\u4e3a $671\u3002 <\/p>\n\n

\u7ed3\u8bba\uff1a\u4e70\u5165\u3002\u535a\u901a\u5728\u534a\u5bfc\u4f53\u884c\u4e1a\u4e2d\u63d0\u4f9b\u4e86 AI \u57fa\u7840\u8bbe\u65bd\u655e\u53e3\u3001\u5f3a\u52b2\u7684\u81ea\u7531\u73b0\u91d1\u6d41\u4ea7\u751f\u80fd\u529b\u548c\u5408\u7406\u4f30\u503c\u7684\u6700\u5177\u5438\u5f15\u529b\u7684\u7ec4\u5408\u3002\u5b83\u662f\u4efb\u4f55\u79d1\u6280\u6295\u8d44\u7ec4\u5408\u7684\u57fa\u7840\u6301\u4ed3\u3002 <\/strong><\/p>\n\n

\u76ee\u6807\u4ef7\uff1a$550\u3002<\/strong><\/p>\n\n

\u9ad8\u901a\u516c\u53f8 (QCOM)<\/h2>\n\n

\u9ad8\u901a\u6b63\u8bd5\u56fe\u4ece\u5176\u667a\u80fd\u624b\u673a\u5784\u65ad\u5730\u4f4d\u8f6c\u5411\u8fb9\u7f18 AI \u548c\u6c7d\u8f66\u5e02\u573a\u3002\u8be5\u516c\u53f8\u662f Arm \u7684\u4e3b\u8981\u6388\u6743\u5546\uff0c\u5728\u5176\u9a81\u9f99\uff08Snapdragon\uff09\u5904\u7406\u5668\u4e2d\u4f7f\u7528\u8be5\u67b6\u6784\u3002\u867d\u7136\u8fd1\u671f\u8d22\u62a5\u5f3a\u52b2\uff0c\u4f46\u8be5\u80a1\u4e00\u76f4\u96be\u4ee5\u7a81\u7834\uff0c\u4ea4\u6613\u4ef7\u683c\u5bf9\u5e94\u7684\u9884\u6d4b\u5e02\u76c8\u7387\u4e3a 20.7 \u500d<\/strong>\u3002\u5206\u6790\u5e08\u5171\u8bc6\u4ecd\u538b\u5012\u6027\u5730\u6301\u4e2d\u6027\u6001\u5ea6\uff0c\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a $177.58\uff0c\u4f4e\u4e8e\u5176\u76ee\u524d\u63a5\u8fd1 $212 \u7684\u4ef7\u683c\u3002 <\/p>\n\n

\u7ed3\u8bba\uff1a\u5356\u51fa\u3002\u9ad8\u901a\u6b63\u5904\u4e8e\u6218\u7565\u8f6c\u578b\u671f\u3002\u867d\u7136\u8fb9\u7f18 AI \u63d0\u4f9b\u4e86\u957f\u671f\u673a\u4f1a\uff0c\u4f46\u77ed\u671f\u5185\u5bf9\u6210\u719f\u667a\u80fd\u624b\u673a\u5e02\u573a\u7684\u4f9d\u8d56\u9650\u5236\u4e86\u4e0a\u6da8\u6f5c\u529b\u3002\u9274\u4e8e\u7ed3\u6784\u6027\u6311\u6218\uff0c\u76ee\u524d\u7684\u4f30\u503c\u672a\u80fd\u63d0\u4f9b\u8db3\u591f\u7684\u5b89\u5168\u8fb9\u9645\u3002 <\/strong><\/p>\n\n

\u76ee\u6807\u4ef7\uff1a$180\u3002<\/strong><\/p>\n\n

\u7ed3\u8bba<\/h1>\n\n

\u76ee\u524d\u7684\u534a\u5bfc\u4f53\u5e02\u573a\u4ee5\u4f30\u503c\u548c\u6218\u7565\u5b9a\u4f4d\u7684\u6781\u7aef\u5206\u5316\u4e3a\u7279\u5f81\u3002Arm Holdings \u4ee3\u8868\u4e86\u6570\u636e\u4e2d\u5fc3\u7684\u67b6\u6784\u672a\u6765\uff0c\u4f46\u5176\u80a1\u7968\u5b9a\u4ef7\u5df2\u8d8b\u4e8e\u5b8c\u7f8e\u3002\u76f8\u53cd\uff0c\u8f6f\u94f6\u96c6\u56e2\u4ee5\u66f4\u6613\u63a5\u53d7\u7684\u4f30\u503c\u500d\u6570\uff0c\u4e3a\u8fd9\u4e00\u672a\u6765\u63d0\u4f9b\u4e86\u4e00\u4e2a\u6760\u6746\u5316\u4f46\u590d\u6742\u7684\u4ee3\u7406\u6807\u7684\u3002\u901a\u8fc7\u8c28\u614e\u5730\u5728\u7ade\u4e89\u5916\u56f4\u4e2d\u822a\u884c\u2014\u2014\u907f\u5f00\u50cf\u82f1\u7279\u5c14\u8fd9\u6837\u4f20\u7edf x86 \u4f9b\u5e94\u5546\u7684\u4ef7\u503c\u9677\u9631\uff0c\u5e76\u62e5\u62b1\u50cf\u535a\u901a\u8fd9\u6837\u57fa\u7840\u8bbe\u65bd\u53c2\u4e0e\u8005\u7684\u7ed3\u6784\u6027\u5fc5\u7136\u2014\u2014\u6295\u8d44\u8005\u53ef\u4ee5\u6784\u5efa\u4e00\u4e2a\u65e2\u80fd\u6355\u6349 AI \u9769\u547d\u52a8\u80fd\uff0c\u53c8\u9075\u5faa\u4e25\u8c28\u62d0\u70b9\u4ea4\u6613\u7eaa\u5f8b\u7684\u6295\u8d44\u7ec4\u5408\u3002 <\/p>\n\n

\u8bc4\u7ea7\u6458\u8981<\/h2>\n\n
\u80a1\u7968\u4ee3\u7801<\/strong><\/td>\u516c\u53f8<\/strong><\/td>\u8bc4\u7ea7<\/strong><\/td>\u76ee\u6807\u4ef7<\/strong><\/td>\u5173\u952e\u6307\u6807<\/strong><\/td><\/tr>
ARM<\/strong><\/strong><\/td>Arm Holdings<\/td>\u6301\u6709<\/td>$280<\/td>\u9884\u6d4b\u5e02\u76c8\u7387\uff1a172x<\/td><\/tr>
SFTBY<\/strong><\/td>\u8f6f\u94f6\u96c6\u56e2<\/td>\u4e70\u5165<\/td>$28.00<\/td>\u5e02\u76c8\u7387\uff1a7.35x<\/td><\/tr>
NVDA<\/strong><\/strong><\/td>NVIDIA<\/td>\u6301\u6709<\/td>$310<\/td>\u8425\u6536\u540c\u6bd4\u589e\u957f 85%<\/td><\/tr>
AMD<\/strong><\/td>\u8d85\u5a01\u534a\u5bfc\u4f53 (AMD) <\/td>\u6301\u6709<\/td>$480<\/td>\u9884\u6d4b\u5e02\u76c8\u7387\uff1a69x<\/td><\/tr>
INTC<\/strong><\/strong><\/td>\u82f1\u7279\u5c14<\/td>\u5356\u51fa<\/td>$85<\/td>\u9884\u6d4b\u5e02\u76c8\u7387\uff1a111x<\/td><\/tr>
AVGO<\/strong><\/td>\u535a\u901a<\/td>\u4e70\u5165<\/td>550 \u7f8e\u5143<\/td>\u76ee\u6807\u4ef7\u4e2d\u4f4d\u6570\uff1a$525<\/td><\/tr>
QCOM<\/strong><\/strong><\/td>\u9ad8\u901a<\/td>\u5356\u51fa<\/td>$180<\/td>\u9884\u6d4b\u5e02\u76c8\u7387\uff1a20.7x<\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"

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