{"id":3067,"date":"2024-10-08T00:28:52","date_gmt":"2024-10-07T16:28:52","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=3067"},"modified":"2024-10-08T00:28:52","modified_gmt":"2024-10-07T16:28:52","slug":"%e3%80%90%e6%ad%a3%e9%9d%a2%e3%80%91bloomberg%e5%85%a8%e7%90%83%e6%8a%95%e8%b5%84%e8%80%85%e7%a7%af%e5%ad%98%e7%8e%b0%e9%87%91%ef%bc%8c%e5%be%85%e5%8f%b0%e6%b9%beai%e5%8f%8d%e5%bc%b9%e8%80%8c","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=3067","title":{"rendered":"\u3010\u6b63\u9762\u3011[bloomberg]\u5168\u7403\u6295\u8d44\u8005\u79ef\u5b58\u73b0\u91d1\uff0c\u5f85\u53f0\u6e7eAI\u53cd\u5f39\u800c\u52a8"},"content":{"rendered":"<p>&#8220;\u5168\u7403\u8d44\u91d1\u805a\u79ef\u53f0\u6e7e\uff0c\u4e3aAI\u56de\u5f39\u5e03\u5c40&#8221;<\/p>\n<p>\u8fd1\u671f\uff0c\u5168\u7403\u6295\u8d44\u8005\u5728\u53f0\u80a1\u5e02\u573a\u805a\u96c6\u4e86\u6570\u5341\u4ebf\u7f8e\u5143\u7684\u8d44\u91d1\u2014\u2014\u8fd9\u4e00\u4e3e\u52a8\u88ab\u89c6\u4e3a\u5bf9\u80a1\u5e02\u770b\u6da8\u4fe1\u53f7\u7684\u660e\u663e\u8868\u73b0\u3002\u5c3d\u7ba1\u5728\u8fc7\u53bb\u7684\u51e0\u4e2a\u6708\u4e2d\u80a1\u7968\u5e02\u573a\u7ecf\u5386\u4e86\u4e0b\u6ed1\uff0c\u4f46\u6570\u636e\u663e\u793a\uff0c\u56fd\u9645\u57fa\u91d1\u5728\u6b64\u671f\u95f4\u4e8e\u53f0\u80a1\u5e02\u573a\u4ee5\u51c0\u989d\u6295\u51651690\u4ebf\u65b0\u53f0\u5e01\uff0c\u540c\u65f6\u4ed6\u4eec\u4ecd\u7136\u8fdb\u884c\u4e862940\u4ebf\u65b0\u53f0\u5e01\u7684\u51c0\u6295\u8d44\u3002\u8fd9\u663e\u793a\u4e86\u5373\u4fbf\u5728\u8fd1\u671f\u5e02\u573a\u51fa\u73b0\u56de\u5410\u5229\u6da6\u73b0\u8c61\u540e\uff0c\u6295\u8d44\u8005\u624b\u4e2d\u4ecd\u6709\u5927\u91cf\u8d44\u91d1\u5f85\u6295\u5165\u53f0\u6e7e\u80a1\u7968\u9886\u57df\u3002<\/p>\n<p>\u201c\u8fd9\u4e00\u589e\u5927\u7684\u5916\u56fd\u8d44\u672c\u6d41\u5411\u8868\u660e\uff0c\u5916\u8d44\u5bf9\u53f0\u6e7e\u80a1\u5e02\u4f9d\u7136\u6301\u4e50\u89c2\u6001\u5ea6\uff0c\u5e76\u53ef\u80fd\u5bfb\u6c42\u826f\u597d\u65f6\u673a\u518d\u6b21\u8fdb\u884c\u5e03\u5c40\u3002\u201d\u5df4\u9ece\u57c3\u5fb7\u8499\u00b7\u5fb7\u00b7\u7f57\u65af\u67f4\u5c14\u5fb7\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u7684\u57fa\u91d1\u7ecf\u7406\u5982\u6b64\u8bc4\u4ef7\u9053\u3002<\/p>\n<p>\u5168\u7403\u6295\u8d44\u8005\u624b\u63e1\u7684\u5145\u88d5\u8d44\u91d1\uff0c\u9884\u793a\u7740\u4eba\u5de5\u667a\u80fd\u6295\u8d44\u70ed\u6f6e\u7684\u80cc\u666f\u4e0b\uff0c\u53f0\u6e7e\u5e02\u573a\u4e2d\u80a1\u7968\u5982\u4e16\u754c\u9886\u5148\u7684\u5408\u540c\u82af\u7247\u5236\u9020\u5546TSMC\u53ca\u82f9\u679c\u4f9b\u5e94\u5546\u7b49\uff0c\u5728\u4e0a\u534a\u5e74\u8868\u73b0\u51fa\u8272\u540e\u5374\u653e\u7f13\u6b65\u4f10\u8fd9\u4e00\u73b0\u72b6\u5c06\u53ef\u80fd\u5f88\u5feb\u6539\u53d8\u3002\u5f53\u524d\uff0c\u53f0\u6e7e\u672c\u5730\u57fa\u51c6\u6307\u6570\uff08Taiex\uff09\u5df2\u4e0a\u6da826%\uff0c\u5c3d\u7ba1\u4ece7\u6708\u7684\u5386\u53f2\u9ad8\u70b9\u540e\u6709\u6240\u56de\u64a4\uff0c\u5176\u8868\u73b0\u4ecd\u7136\u8d85\u8d8a\u4e86\u5176\u4ed6\u5730\u533a\u540c\u884c\uff0c\u5e76\u4e14\u4e0e\u9999\u6e2f\u548c\u4e2d\u56fd\u5185\u5730\u5e02\u573a\u76f8\u6bd4\u3002<\/p>\n<p>\u6295\u8d44\u8005\u73b0\u5728\u5bc6\u5207\u5173\u6ce8\u7740\u53f0\u6e7e\u4f01\u4e1a\u7684\u76c8\u5229\u62a5\u544a\uff0c\u4ee5\u8bc4\u4f30\u4eba\u5de5\u667a\u80fd\u6295\u8d44\u662f\u5426\u7ee7\u7eed\u4e3a\u79d1\u6280\u5236\u9020\u5546\u63d0\u4f9b\u53ef\u89c2\u7684\u8425\u6536\u589e\u957f\u3002TSMC\u9884\u8ba1\u572810\u670817\u65e5\u516c\u5e03\u7b2c\u4e09\u5b63\u8d22\u62a5\uff0c\u800c\u53e6\u4e00\u5927\u4f9b\u5e94\u5546\u9e3f\u6d77\u7cbe\u5bc6\uff08\u4fd7\u79f0Foxconn\uff09\u5219\u8ba1\u5212\u4e8e11\u670814\u65e5\u5411\u6295\u8d44\u8005\u6c47\u62a5\u76f8\u5173\u6570\u636e\u3002<\/p>\n<p>\u957f\u671f\u4ee5\u6765\uff0c\u53f0\u6e7e\u80a1\u7968\u5e02\u573a\u4e00\u76f4\u5bf9\u5168\u7403\u6295\u8d44\u8005\u9887\u5177\u5438\u5f15\u529b\u3002\u6570\u636e\u663e\u793a\uff0c\u4eca\u5e749\u6708\u6765\u81ea\u6d77\u5916\u57fa\u91d1\u7684\u7d2f\u79ef\u8d44\u91d1\u89c4\u6a21\u8fbe\u5230\u4e862.75\u5146\u4ebf\u65b0\u53f0\u5e01\uff0c\u63a5\u8fd16\u6708\u4efd\u521b\u4e0b\u7684\u5386\u53f2\u6700\u9ad8\u70b9\u7eaa\u5f55\uff08\u81ea2007\u5e74\u5f00\u59cb\u8ddf\u8e2a\u6570\u636e\u4ee5\u6765\uff09\uff0c\u4e0d\u8fc7\uff0c\u5728\u540e\u534a\u5e74\uff0c\u6d41\u5165\u901f\u5ea6\u6709\u6240\u653e\u7f13\u3002<\/p>\n<p>\u9999\u6e2f\u53ca\u4e2d\u56fd\u5927\u9646\u5e02\u573a\u7684\u8fd1\u671f\u53cd\u5f39\u8d8b\u52bf\u53ef\u80fd\u4fc3\u4f7f\u4e00\u90e8\u5206\u8d44\u91d1\u4ece\u53f0\u6e7e\u80a1\u5e02\u8f6c\u79fb\u81f3\u4e2d\u56fd\u80a1\u7968\u5e02\u573a\u3002\u5bf9\u6b64\uff0cAllspring Global Investments\u7684\u57fa\u91d1\u7ecf\u7406\u8868\u793a\uff0c\u201c\u77ed\u671f\u5185\u53ef\u80fd\u4f1a\u6709\u8d44\u91d1\u4eceTaiex\u8f6c\u5411\u4e2d\u56fd\u3002\u201d\u4f46\u6574\u4f53\u4e0a\uff0c\u4ed6\u4f9d\u7136\u770b\u597d\u53f0\u6e7e\u80a1\u7968\u524d\u666f\uff0c\u5e76\u8ba1\u5212\u589e\u52a0\u5bf9\u53f0\u80a1\u7684\u6295\u8d44\uff0c\u9274\u4e8e\u4e0e\u5927\u9646\u5e02\u573a\u7684\u4f30\u503c\u5dee\u8ddd\u6b63\u9010\u6b65\u7f29\u5c0f\u3002<\/p>\n<p>\u76ee\u524d\uff0cTaiex\u6307\u6570\u5728\u9884\u6d4b\u5e02\u76c8\u7387\u7684\u57fa\u7840\u4e0a\u4ea4\u6613\u4e8e16.2\u500d\u6c34\u5e73\uff0c\u76f8\u8f83\u4e8e\u8fc7\u53bb\u4e94\u5e74\u5e73\u5747\u6c34\u5e73\u7a0d\u9ad8\uff0c\u4f46\u8fd9\u4e00\u6570\u503c\u5df2\u4ece7\u6708\u4efd\u768420\u500d\u4e0b\u6ed1\u3002Invesco\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u7684\u7b56\u7565\u5e08\u5219\u8ba4\u4e3a\uff1a\u201c\u6700\u7ec8\uff0c\u6211\u8ba4\u4e3a\u6295\u8d44\u8005\u613f\u610f\u4e3a\u589e\u957f\u4e70\u5355\uff0c\u800cTaiex\u4e5f\u7d27\u7d27\u9501\u5b9a\u5728\u8fd9\u573aAI\u6210\u529f\u7684\u9a6c\u8d5b\u4e2d\u3002\u201d <\/p>\n<hr>\n<p><b>\u5206\u6790\u5927\u6a21\u578b\uff1a<\/b>gemma2<br \/><b>\u5f97\u5206\uff1a<\/b>60<br \/><b>\u539f\u56e0\uff1a<\/b><\/p>\n<pre style=\"white-space: pre-wrap;font-size: inherit;\">\u867d\u7136\u6587\u7ae0\u4e3b\u8981\u63a2\u8ba8\u7684\u662f\u53f0\u6e7e\u80a1\u5e02\u7684\u60c5\u51b5\uff0c\u4f46\u5176\u4e2d\u63d0\u5230\u4e86\u4e2d\u56fd\u5e02\u573a\u5728\u8fd1\u671f\u8868\u73b0\u5f3a\u52b2\uff0c\u5438\u5f15\u4e86\u4e00\u4e9b\u8d44\u91d1\u6d41\u5411\uff0c\u4ee5\u53ca\u5bf9\u53f0\u80a1\u4f30\u503c\u4e0e\u5927\u9646\u5e02\u573a\u76f8\u6bd4\u51fa\u73b0\u7f29\u5c0f\uff0c\u4f5c\u8005\u8ba4\u4e3a\u8fd9\u6709\u52a9\u4e8e\u672a\u6765\u53f0\u80a1\u7684\u8868\u73b0\u3002 \u8fd9\u4e9b\u5185\u5bb9\u90fd\u5e26\u6709\u79ef\u6781\u7684\u5411\u6b63\u9762\u7684\u8bc4\u4ef7\u610f\u5473\uff0c\u56e0\u6b64\u8d4b\u4e88\u4e86\u90e8\u5206\u6b63\u9762\u60c5\u7eea\u5f97\u5206\u3002<\/pre>\n<hr>\n<p><b>\u539f\u6587\u5730\u5740\uff1a<\/b><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2024-10-07\/global-investors-are-hoarding-cash-to-bet-on-taiwan-ai-return\" target=\"_blank\" rel=\"noopener\">Global Investors Are Hoarding Cash to Bet on Taiwan AI Return<\/a><br \/> <b>\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2024-10-07<\/p>\n<div style=\"margin: 20px 0;\"><div class=\"qrcswholewtapper\" style=\"text-align:left;\"><div class=\"qrcprowrapper\"  id=\"qrcwraa2leds\"><div class=\"qrc_canvass\" id=\"qrc_cuttenpages_2\" style=\"display:inline-block\" data-text=\"https:\/\/news.tomjun.com\/?p=3067\"><\/div><div><a download=\"\u3010\u6b63\u9762\u3011[bloomberg]\u5168\u7403\u6295\u8d44\u8005\u79ef\u5b58\u73b0\u91d1\uff0c\u5f85\u53f0\u6e7eAI\u53cd\u5f39\u800c\u52a8.png\" class=\"qrcdownloads\" id=\"worign\">\r\n           <button type=\"button\" style=\"min-width:200px;background:#44d813;color:#000;font-weight: 600;border: 1px solid #44d813;border-radius:20px;font-size:12px;padding: 6px 0;\" class=\"uqr_code_btn\">\u6587\u7ae0\u4e8c\u7ef4\u7801<\/button>\r\n           <\/a><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>&#8220;\u5168\u7403\u8d44\u91d1\u805a\u79ef\u53f0\u6e7e\uff0c\u4e3aAI\u56de\u5f39\u5e03\u5c40&#8221; \u8fd1\u671f\uff0c\u5168\u7403\u6295\u8d44\u8005\u5728\u53f0\u80a1\u5e02\u573a\u805a\u96c6\u4e86\u6570\u5341\u4ebf\u7f8e\u5143\u7684\u8d44\u91d1 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[79],"tags":[4557,1228,4556,4558,292],"class_list":["post-3067","post","type-post","status-publish","format-standard","hentry","category-79","tag-ai","tag-1228","tag-4556","tag-4558","tag-292"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/3067","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3067"}],"version-history":[{"count":1,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/3067\/revisions"}],"predecessor-version":[{"id":3068,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/3067\/revisions\/3068"}],"wp:attachment":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3067"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3067"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3067"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}