{"id":16252,"date":"2025-02-27T16:16:23","date_gmt":"2025-02-27T08:16:23","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=16252"},"modified":"2025-02-27T16:16:23","modified_gmt":"2025-02-27T08:16:23","slug":"%e3%80%90%e8%b4%9f%e9%9d%a2%e3%80%91bloomberg%e9%87%8e%e6%9d%91%e4%b8%8b%e8%b0%83%e5%8f%b0%e6%b9%be%e8%82%a1%e7%a5%a8%e8%af%84%e7%ba%a7%ef%bc%8c%e5%85%b3%e6%b3%a8ai%e5%8f%8a%e5%85%b3%e7%a8%8e","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=16252","title":{"rendered":"\u3010\u8d1f\u9762\u3011[bloomberg]\u91ce\u6751\u4e0b\u8c03\u53f0\u6e7e\u80a1\u7968\u8bc4\u7ea7\uff0c\u5173\u6ce8AI\u53ca\u5173\u7a0e"},"content":{"rendered":"<p>\u91ce\u6751\u8bc1\u5238\u4e0b\u8c03\u53f0\u6e7e\u80a1\u7968\u8bc4\u7ea7\uff0c\u7f18\u4e8e\u5bf9\u4eba\u5de5\u667a\u80fd\u9886\u57df\u5ba1\u67e5\u53ca\u5173\u7a0e\u7684\u62c5\u5fe7\u3002<\/p>\n<p>\u91ce\u6751\u8bc1\u5238\u4ee5\u5bf9\u7f8e\u56fd\u603b\u7edf\u7279\u6717\u666e\u8ba1\u5212\u5bf9\u8d38\u6613\u4f19\u4f34\u5f81\u6536\u5173\u7a0e\uff0c\u4ee5\u53ca\u5bf9\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u9886\u57df\u52a0\u5927\u5ba1\u67e5\u529b\u5ea6\u4e3a\u7531\uff0c\u4e0b\u8c03\u4e86\u53f0\u6e7e\u80a1\u7968\u7684\u8bc4\u7ea7\u3002\u8be5\u673a\u6784\u7684\u7b56\u7565\u5e08\u57282\u670826\u65e5\u7684\u4e00\u4efd\u62a5\u544a\u4e2d\u6307\u51fa\uff0c\u9274\u4e8e\u201c\u5bf9\u5173\u7a0e\u3001\u82af\u7247\u884c\u4e1a\u9650\u5236\u3001\u5bf9\u4eba\u5de5\u667a\u80fd\u4e3b\u9898\u66f4\u4e25\u683c\u7684\u5ba1\u67e5\uff0c\u4ee5\u53ca\u4f30\u503c\u8fc7\u9ad8\u548c\u6295\u8d44\u8005\u4ed3\u4f4d\u7684\u62c5\u5fe7\u201d\uff0c\u5df2\u5c06\u53f0\u6e7e\u80a1\u7968\u4ece\u6218\u672f\u6027\u8d85\u914d\u4e0b\u8c03\u81f3\u4e2d\u6027\u3002<\/p>\n<p>\u4eca\u5e74\u4ee5\u6765\uff0c\u53f0\u6e7e\u80a1\u7968\u57fa\u51c6\u6307\u6570\u57fa\u672c\u672a\u53d8\uff0c\u5176\u4e2d\u6743\u91cd\u6700\u9ad8\u7684\u53f0\u79ef\u7535\u4e0b\u8dcc\u8d85\u8fc73%\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u66f4\u5e7f\u6cdb\u7684MSCI\u4e9a\u592a\u6307\u6570\u540c\u671f\u4e0a\u6da83.6%\u3002<\/p>\n<p>\u4e2d\u56fd\u521d\u521b\u516c\u53f8DeepSeek\u63a8\u51fa\u4e86\u4e00\u6b3e\u5177\u6709\u6210\u672c\u6548\u76ca\u7684AI\u6a21\u578b\uff0c\u8be5\u6a21\u578b\u53ef\u80fd\u4e0e\u7f8e\u56fd\u9886\u5148\u7684\u5f00\u53d1\u8005\u76f8\u5ab2\u7f8e\uff0c\u8fd9\u5f15\u53d1\u4e86\u4eba\u4eec\u7684\u7591\u8651\uff0c\u5373\u4f01\u4e1a\u662f\u5426\u9700\u8981\u6295\u5165\u5927\u91cf\u8d44\u672c\u652f\u51fa\u6765\u5f00\u53d1\u6b64\u7c7b\u6280\u672f\u3002\u8fd9\u53ef\u80fd\u4f1a\u5bf9\u53f0\u79ef\u7535\uff08TSMC\uff09\u6784\u6210\u538b\u529b\uff0c\u8be5\u516c\u53f8\u662f\u82f1\u4f1f\u8fbe\u548cAMD\u7684\u4e3b\u8981\u82af\u7247\u4f9b\u5e94\u5546\u3002<\/p>\n<p>\u7b56\u7565\u5e08\u4eec\u5c06MSCI\u4e2d\u56fd\u6307\u6570\u7684\u5e74\u5e95\u76ee\u6807\u4ece70\u4e0a\u8c03\u81f380\uff0c\u7406\u7531\u662f\u6295\u8d44\u8005\u5bf9\u4e2d\u56fd\u6280\u672f\u521b\u65b0\u7684\u5174\u8da3\u91cd\u71c3\uff0c\u4f8b\u5982DeepSeek\uff0c\u8fd9\u201c\u8868\u660e\u4e2d\u56fd\u80a1\u7968\u4e0d\u518d\u9700\u8981\u5927\u5e45\u6298\u8ba9\u201d\u3002\u81ea\u7279\u6717\u666e\u4eca\u5e741\u6708\u91cd\u8fd4\u767d\u5bab\u4ee5\u6765\uff0c\u4ed6\u5bf9\u4e2d\u56fd\u5546\u54c1\u5f81\u6536\u4e86\u65b0\u768410%\u5173\u7a0e\u3002<\/p>\n<p>\u6b64\u6b21\u8bc4\u7ea7\u4e0b\u8c03\u4e4b\u9645\uff0c\u4e2d\u56fd\u518d\u6b21\u5bf9\u53f0\u6e7e\u91c7\u53d6\u66f4\u5f3a\u786c\u7684\u63aa\u8f9e\uff0c\u8fdb\u4e00\u6b65\u7ed9\u53f0\u6e7e\u80a1\u5e02\u5e26\u6765\u538b\u529b\u3002 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