{"id":4618,"date":"2025-11-21T09:15:47","date_gmt":"2025-11-21T01:15:47","guid":{"rendered":"https:\/\/24sci.com\/?p=4618"},"modified":"2025-11-21T09:15:47","modified_gmt":"2025-11-21T01:15:47","slug":"2025%e7%be%8e%e8%82%a1%e9%87%8d%e6%8c%ab%e5%9b%9e%e6%aa%94%ef%bd%9c%e8%bc%9d%e9%81%94%e5%bc%b7%e5%bd%88%e7%86%84%e7%81%ab%e3%80%81%e5%8f%b0%e7%a9%8d%e9%9b%bbadr%e4%b8%8b%e8%b7%8c%e3%80%80%e8%b2%bb","status":"publish","type":"post","link":"https:\/\/24sci.com\/?p=4618","title":{"rendered":"2025\u7f8e\u80a1\u91cd\u632b\u56de\u6a94\uff5c\u8f1d\u9054\u5f37\u5f48\u7184\u706b\u3001\u53f0\u7a4d\u96fbADR\u4e0b\u8dcc\u3000\u8cbb\u534a\u91cd\u632b\u8fd15%\u5168\u9762\u5206\u6790"},"content":{"rendered":"\n<p>\u7f8e\u80a1\u5728 11 \u6708 20 \u65e5\u6025\u8f49\u8d70\u5f31\uff0c\u539f\u672c\u7531\u8f1d\u9054\u5e36\u52d5\u7684\u53cd\u5f48\u884c\u60c5\u8fc5\u901f\u964d\u6eab\uff0c\u79d1\u6280\u80a1\u8ce3\u58d3\u52a0\u91cd\uff0c\u56db\u5927\u6307\u6578\u5168\u9762\u6536\u9ed1\u3002\u5e02\u5834\u5c0d <strong>AI \u6982\u5ff5\u80a1\u4f30\u503c\u904e\u9ad8<\/strong>\u8207 <strong>\u806f\u6e96\u6703 12 \u6708\u662f\u5426\u964d\u606f<\/strong>\u7684\u7591\u616e\u5347\u9ad8\uff0c\u6210\u70ba\u58d3\u57ae\u76e4\u52e2\u7684\u91cd\u8981\u56e0\u7d20\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83d\udd25 \u7f8e\u80a1\u6700\u65b0\u8d70\u52e2\uff1a\u79d1\u6280\u80a1\u62d6\u7d2f\u5927\u76e4\u3001\u8cbb\u534a\u66b4\u8dcc<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u9053\u74ca\u6307\u6578<\/strong>\uff1a-386\u9ede\uff08-0.84%\uff09<\/li>\n\n\n\n<li><strong>S&amp;P 500<\/strong>\uff1a-1.56%<\/li>\n\n\n\n<li><strong>\u90a3\u65af\u9054\u514b<\/strong>\uff1a-2.16%<\/li>\n\n\n\n<li><strong>\u8cbb\u57ce\u534a\u5c0e\u9ad4\u6307\u6578\uff08SOX\uff09<\/strong>\uff1a\u91cd\u632b <strong>4.77%<\/strong><\/li>\n\n\n\n<li><strong>\u53f0\u7a4d\u96fbADR\uff08TSM\uff09<\/strong>\uff1a-1.72%<\/li>\n<\/ul>\n\n\n\n<p>\u539f\u672c\u56e0\u8f1d\u9054\u4eae\u773c\u8ca1\u5831\u5e36\u52d5\u7684\u5927\u6f32\u884c\u60c5\uff0c\u5728\u5348\u76e4\u5f8c\u6025\u901f\u53cd\u8f49\uff0c\u6574\u9ad4\u79d1\u6280\u80a1\u5e7e\u4e4e\u5168\u9762\u4e0b\u8dcc\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83d\udd0d \u8f1d\u9054\uff08NVIDIA\uff09\u76e4\u4e2d\u5f37\u5f48\u2192\u6536\u8dcc\u3000AI \u6982\u5ff5\u80a1\u5168\u9762\u53d7\u58d3<\/h2>\n\n\n\n<p>\u8f1d\u9054\u65e9\u76e4\u56e0\u5f37\u52c1\u8ca1\u5831\u4e00\u5ea6\u4e0a\u6f32 5%\uff0c\u57f7\u884c\u9577\u9ec3\u4ec1\u52f3\u66f4\u8868\u793a <strong>Blackwell \u6676\u7247\u9700\u6c42\u7206\u70b8\u6027\u6210\u9577<\/strong>\uff0c\u4e26\u5426\u8a8d AI \u6ce1\u6cab\u3002<\/p>\n\n\n\n<p>\u4f46\u5348\u5f8c\u8d70\u52e2\u6025\u8dcc\uff0c\u7d42\u5834\u6536\u8dcc\u8d85\u904e 3%\u3002<\/p>\n\n\n\n<p>\u5e02\u5834\u64d4\u5fc3\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AI \u80a1\u7684\u9ad8\u4f30\u503c\u662f\u5426\u96e3\u4ee5\u652f\u6490\uff1f<\/li>\n\n\n\n<li>\u806f\u6e96\u6703 12 \u6708\u964d\u606f\u6a5f\u7387\u4e0b\u964d\uff0c\u79d1\u6280\u80a1\u58d3\u529b\u52a0\u5927\uff1f<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83d\udcc9 AI \u8207\u534a\u5c0e\u9ad4\u65cf\u7fa4\u5168\u7dda\u4e0b\u632b<\/h2>\n\n\n\n<p>\u8cbb\u534a\u6307\u6578\u5927\u8dcc\u8fd1 5%\uff0c\u6210\u5206\u80a1\u66f4\u662f\u91cd\u707d\u5340\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AMD<\/strong>\uff1a-7.84%<\/li>\n\n\n\n<li><strong>\u7f8e\u5149\uff08MU\uff09<\/strong>\uff1a-10.87%<\/li>\n\n\n\n<li><strong>\u61c9\u7528\u6750\u6599\uff08AMAT\uff09<\/strong>\uff1a-6.15%<\/li>\n\n\n\n<li><strong>\u9ad8\u901a\uff08QCOM\uff09<\/strong>\uff1a-3.93%<\/li>\n\n\n\n<li><strong>\u535a\u901a\uff08AVGO\uff09<\/strong>\uff1a-2.14%<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83c\uddf9\ud83c\uddfc \u53f0\u80a1\u76f8\u95dcADR\u8868\u73fe\uff1a\u666e\u904d\u8d70\u8dcc<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u53f0\u7a4d\u96fbADR<\/strong>\uff1a-1.72%<\/li>\n\n\n\n<li><strong>\u65e5\u6708\u5149ADR<\/strong>\uff1a-2.27%<\/li>\n\n\n\n<li><strong>\u806f\u96fbADR<\/strong>\uff1a-1.52%<\/li>\n\n\n\n<li><strong>\u4e2d\u83ef\u96fb\u4fe1ADR<\/strong>\uff1a+0.84%\uff08\u5c11\u6578\u9006\u52e2\u4e0a\u6f32\uff09<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83d\udccc \u58d3\u57ae\u7f8e\u80a1\u7684\u5169\u5927\u539f\u56e0<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1\ufe0f\u20e3 \u975e\u8fb2\u5831\u544a\u5f37\u65bc\u9810\u671f \u2192 \u964d\u606f\u5e0c\u671b\u964d\u6eab<\/h3>\n\n\n\n<p>9 \u6708\u975e\u8fb2\u65b0\u589e 11.9 \u842c\u4eba\uff0c\u9ad8\u65bc\u9810\u671f\u3002<br>\u2192 \u5e02\u5834\u9810\u671f\u7684\u300c12 \u6708\u964d\u606f\u300d\u6a5f\u7387\u4e0b\u6ed1\u81f3 <strong>40% \u4ee5\u4e0b<\/strong>\u3002<\/p>\n\n\n\n<p>\u7576\u964d\u606f\u671f\u5f85\u964d\u4f4e\uff0c\u79d1\u6280\u8207AI\u80a1\u81ea\u7136\u627f\u58d3\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2\ufe0f\u20e3 \u6295\u8cc7\u4eba\u7372\u5229\u4e86\u7d50<\/h3>\n\n\n\n<p>AI \u6982\u5ff5\u80a1\u5728\u4eca\u5e74\u5df2\u5927\u6f32\uff0c11 \u6708\u660e\u986f\u51fa\u73fe\u7372\u5229\u8ce3\u58d3\u3002<br>\u8f1d\u9054 11 \u6708\u8fc4\u4eca\u66f4\u662f\u5927\u8dcc\u903e 8%\uff0c\u671d\u5411 3 \u6708\u4ee5\u4f86\u6700\u5dee\u7684\u55ae\u6708\u8868\u73fe\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83c\udf10 \u79d1\u6280\u5de8\u982d\u5168\u9762\u8d70\u5f31<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u860b\u679c\uff08Apple\uff09<\/strong>\uff1a-0.86%<\/li>\n\n\n\n<li><strong>Meta<\/strong>\uff1a-0.19%<\/li>\n\n\n\n<li><strong>Amazon<\/strong>\uff1a-2.49%<\/li>\n\n\n\n<li><strong>Google<\/strong>\uff1a-1.15%<\/li>\n\n\n\n<li><strong>Microsoft<\/strong>\uff1a-1.60%<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u2b50 \u9006\u52e2\u500b\u80a1\u7126\u9ede<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udcc8 \u6c83\u723e\u746a\uff08Walmart\uff09<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5927\u6f32 <strong>6.46%<\/strong><\/li>\n\n\n\n<li>\u8ca1\u5831\u512a\u65bc\u9810\u671f<\/li>\n\n\n\n<li>\u5ba3\u5e03 12 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[&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"saved_in_kubio":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-4618","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/24sci.com\/index.php?rest_route=\/wp\/v2\/posts\/4618","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/24sci.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/24sci.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/24sci.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/24sci.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=4618"}],"version-history":[{"count":1,"href":"https:\/\/24sci.com\/index.php?rest_route=\/wp\/v2\/posts\/4618\/revisions"}],"predecessor-version":[{"id":4619,"href":"https:\/\/24sci.com\/index.php?rest_route=\/wp\/v2\/posts\/4618\/revisions\/4619"}],"wp:attachment":[{"href":"https:\/\/24sci.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4618"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/24sci.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=4618"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/24sci.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=4618"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}