{"id":36562,"date":"2025-09-18T22:19:43","date_gmt":"2025-09-18T14:19:43","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=36562"},"modified":"2025-09-18T22:19:43","modified_gmt":"2025-09-18T14:19:43","slug":"%e3%80%90%e6%ad%a3%e9%9d%a2%e3%80%91bloomberg%e4%b8%ad%e5%9b%bdai%e8%8a%af%e7%89%87%e5%b4%9b%e8%b5%b7%e5%bc%95%e8%82%a1%e5%b8%822400%e4%ba%bf%e7%be%8e%e5%85%83%e5%8f%8d%e5%bc%b9","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=36562","title":{"rendered":"\u3010\u6b63\u9762\u3011[bloomberg]\u4e2d\u56fdAI\u82af\u7247\u5d1b\u8d77\u5f15\u80a1\u5e022400\u4ebf\u7f8e\u5143\u53cd\u5f39"},"content":{"rendered":"<p>\u4e2d\u56fd\u6700\u5927\u7684\u79d1\u6280\u516c\u53f8\u672c\u6708\u7eb7\u7eb7\u5c55\u793a\u5176\u6700\u65b0\u7684AI\u82af\u7247\u6280\u672f\u8fdb\u5c55\uff0c\u5f15\u53d1\u6295\u8d44\u8005\u7684\u5e7f\u6cdb\u5173\u6ce8\uff0c\u5e76\u63a8\u52a8\u80a1\u5e02\u4e0a\u6da82400\u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u534e\u4e3a\u9996\u6b21\u516c\u5f00\u4e86\u5176\u4e09\u5e74\u82af\u7247\u53d1\u5c55\u8def\u7ebf\u56fe\uff0c\u5ba3\u79f0\u5176\u201c\u8d85\u7ea7\u96c6\u7fa4\u201d\u548c\u901f\u5ea6\u66f4\u5feb\u7684AI\u82af\u7247\u65e8\u5728\u53d6\u4ee3\u53d7\u9650\u5236\u7684\u82f1\u4f1f\u8fbe\u52a0\u901f\u5668\u3002\u6b64\u524d\u4e00\u5929\uff0c\u5b98\u65b9\u5a92\u4f53\u62a5\u9053\u4e86\u963f\u91cc\u5df4\u5df4\u5728\u4e2d\u56fd\u7b2c\u4e8c\u5927\u65e0\u7ebf\u8fd0\u8425\u5546\u4e2d\u65e5\u76ca\u589e\u957f\u7684\u5f71\u54cd\u529b\u3002\u5728\u8fc7\u53bb\u4e00\u4e2a\u6708\u5de6\u53f3\u7684\u65f6\u95f4\u91cc\uff0c\u5176\u4ed6\u516c\u53f8\u4e5f\u7eb7\u7eb7\u900f\u9732\u4e86\u7c7b\u4f3c\u7684\u8fdb\u5c55\uff0c\u5171\u540c\u8868\u660e2025\u5e74\u5c06\u6210\u4e3a\u4e2d\u56fd\u591a\u5e74\u6765\u52aa\u529b\u53d1\u5c55\u56fd\u4ea7\u82af\u7247\u4ee5\u5e94\u5bf9\u7f8e\u56fd\u5236\u88c1\u7684\u4e00\u4e2a\u8f6c\u6298\u70b9\u3002<\/p>\n<p>\u76ee\u524d\u5c1a\u4e0d\u6e05\u695a\u8fd9\u4e9b\u58f0\u660e\u662f\u5426\u80fd\u591f\u7ecf\u53d7\u4f4f\u65f6\u95f4\u7684\u8003\u9a8c\uff0c\u4ee5\u53ca\u5b83\u4eec\u7684\u8bbe\u8ba1\u662f\u5426\u80fd\u591f\u5927\u89c4\u6a21\u751f\u4ea7\u3002\u82f1\u4f1f\u8fbe\u5728\u5e02\u573a\u4e0a\u7684\u4e3b\u5bfc\u5730\u4f4d\u4f7f\u5f97\u82f1\u7279\u5c14\u548cAMD\u7b49\u516c\u53f8\u5728\u8fd9\u4e2a\u70ed\u95e8\u7684AI\u9886\u57df\u4e5f\u76f8\u5f62\u89c1\u7ecc\u3002\u6b64\u5916\uff0c\u963f\u65af\u9ea6\u7b49\u516c\u53f8\u4e3b\u5bfc\u7740\u9ad8\u7aef\u82af\u7247\u8bbe\u5907\u5e02\u573a\uff0c\u53f0\u79ef\u7535\u751f\u4ea7\u4e16\u754c\u4e0a\u6700\u5148\u8fdb\u7684\u5904\u7406\u5668\uff0c\u4f46\u4ece\u6280\u672f\u4e0a\u8bb2\uff0c\u5b83\u88ab\u7981\u6b62\u4e0e\u7f8e\u56fd\u653f\u5e9c\u5236\u88c1\u7684\u5927\u90e8\u5206\u4e2d\u56fd\u516c\u53f8\u5f00\u5c55\u4e1a\u52a1\u3002<\/p>\n<p>\u5c3d\u7ba1\u5982\u6b64\uff0c\u6295\u8d44\u8005\u4eec\u4f9d\u7136\u770b\u597d\u8fd9\u4e9b\u6280\u672f\u6700\u7ec8\u8f6c\u5316\u4e3a\u5b9e\u9645\u4ea7\u54c1\u3002\u4e2d\u56fd\u79d1\u6280\u80a1\u6307\u6570\u5728\u5468\u4e09\u6536\u4e8e\u81ea2023\u5e74\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\uff0c\u6b64\u6b21\u4e0a\u6da8\u59cb\u4e8e8\u6708\u5e95\uff0c\u5176\u4e2d\u963f\u91cc\u5df4\u5df4\u7684\u80a1\u4ef7\u4e0a\u6da8\u4e86\u7ea637%\u3002<\/p>\n<p>\u534e\u5174\u8bc1\u5238\u7684\u9996\u5e2d\u7b56\u7565\u5e08\u8c2d\u8868\u793a\uff1a\u201c\u4e2d\u56fd\u5c06\u4f1a\u6d8c\u73b0\u66f4\u591a\u7684DeepSeek\u65f6\u523b\uff0c\u4e0d\u4ec5\u5728\u4eba\u5de5\u667a\u80fd\u9886\u57df\uff0c\u800c\u4e14\u5728\u4e2d\u56fd\u6b63\u5728\u84ec\u52c3\u53d1\u5c55\u7684\u5404\u4e2a\u521b\u65b0\u884c\u4e1a\u3002\u201d<\/p>\n<p>\u591a\u5e74\u6765\uff0c\u7f8e\u56fd\u4e00\u76f4\u8bd5\u56fe\u9650\u5236\u4e2d\u56fd\uff0c\u62c5\u5fc3\u7f8e\u56fd\u6280\u672f\u4f1a\u8fdb\u4e00\u6b65\u589e\u5f3a\u5176\u7ecf\u6d4e\u548c\u519b\u4e8b\u5b9e\u529b\u3002\u4f5c\u4e3a\u56de\u5e94\uff0c\u4e2d\u56fd\u653f\u5e9c\u547c\u5401\u56fd\u5185\u79d1\u6280\u516c\u53f8\u6500\u767b\u4ef7\u503c\u94fe\u3002\u8fd9\u4e9b\u9650\u5236\u63aa\u65bd\u6db5\u76d6\u4e86\u5305\u62ec\u82f1\u4f1f\u8fbe\u5904\u7406\u5668\u5728\u5185\u7684\u4e00\u7cfb\u5217\u4ea7\u54c1\uff0c\u4e00\u76f4\u662f\u4e2d\u7f8e\u8d38\u6613\u8c08\u5224\u7684\u6838\u5fc3\u8bae\u9898\u3002<\/p>\n<p>\u4e2d\u56fd\u82af\u7247\u901a\u5e38\u4e0d\u5982\u82f1\u4f1f\u8fbe\u6216AMD\u7684\u82af\u7247\u3002\u4f46\u8fd1\u5e74\u6765\uff0c\u8bb8\u591a\u516c\u53f8\u627e\u5230\u4e86\u521b\u65b0\u7684\u89e3\u51b3\u65b9\u6848\u6765\u514b\u670d\u529f\u7387\u548c\u6027\u80fd\u9650\u5236\u3002\u534e\u4e3a\u5468\u56db\u8c08\u5230\u5982\u4f55\u5c06\u591a\u8fbe\u4e00\u767e\u4e07\u4e2a\u82af\u7247\u8fdb\u884c\u5206\u7ec4\u6216\u96c6\u7fa4\uff0c\u4ece\u7406\u8bba\u4e0a\u5f25\u5408\u4e86\u8fd9\u4e00\u5dee\u8ddd\u3002<\/p>\n<p>Forrester Research\u7684\u9996\u5e2d\u5206\u6790\u5e08Charlie Dai\u8868\u793a\uff1a\u201c\u534e\u4e3a\u516c\u5e03\u4e86\u4e00\u9879\u96c4\u5fc3\u52c3\u52c3\u7684AI\u82af\u7247\u8def\u7ebf\u56fe\u3002\u5c3d\u7ba1\u534e\u4e3a\u627f\u8ba4\u5176\u82af\u7247\u5728\u5355\u82af\u7247\u6027\u80fd\u65b9\u9762\u843d\u540e\u4e8e\u82f1\u4f1f\u8fbe\uff0c\u4f46\u5b83\u901a\u8fc7\u5927\u89c4\u6a21\u96c6\u7fa4\u3001\u4e13\u6709\u4e92\u8fde\u534f\u8bae\u548c\u6210\u672c\u4f18\u52bf\u6765\u5f25\u8865\u3002\u201d<\/p>\n<p>\u6700\u8fd1\u4e2d\u56fd\u80a1\u5e02\u7684\u4e0a\u6da8\u59cb\u4e8e8\u6708\u5e95\u963f\u91cc\u5df4\u5df4\u53d1\u5e03\u8d22\u62a5\u524d\u540e\uff0c\u8d22\u62a5\u663e\u793a\u5176AI\u76f8\u5173\u9500\u552e\u989d\u5b9e\u73b0\u4e86\u4e09\u4f4d\u6570\u7684\u589e\u957f\uff0c\u4e91\u90e8\u95e8\u7684\u6536\u5165\u589e\u957f\u901f\u5ea6\u4e5f\u8fdc\u8d85\u9884\u671f\u3002\u8fd9\u63a8\u52a8\u4e86\u963f\u91cc\u5df4\u5df4\u80a1\u4ef7\u5728\u4e0b\u4e00\u4e2a\u4ea4\u6613\u65e5\u4e0a\u6da8500\u4ebf\u7f8e\u5143\u3002\u81ea\u90a3\u4ee5\u6765\uff0cMSCI\u4e2d\u56fd\u79d1\u6280\u6307\u6570\u768430\u4e2a\u6210\u5206\u80a1\u7684\u5e02\u503c\u5408\u8ba1\u589e\u52a0\u4e862400\u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u963f\u91cc\u5df4\u5df4\u7684\u82af\u7247\u9879\u76ee\u53cd\u6620\u4e86\u4e2d\u56fd\u4e3b\u8981\u79d1\u6280\u516c\u53f8\u6b63\u5728\u8fdb\u884c\u7684\u9879\u76ee\u3002\u4eca\u5e748\u6708\uff0c\u767e\u5ea6\u8868\u793a\u8d62\u5f97\u4e86\u4e00\u7b1410\u4ebf\u5143\u4eba\u6c11\u5e01\uff081.41\u4ebf\u7f8e\u5143\uff09\u7684\u5408\u540c\uff0c\u4e3a\u4e2d\u56fd\u8054\u901a\uff08\u4e2d\u56fd\u7535\u4fe1\u66f4\u5927\u7684\u7ade\u4e89\u5bf9\u624b\uff09\u63d0\u4f9b\u7531\u5176\u6606\u4ed1\u82af\u7247\u9a71\u52a8\u7684\u670d\u52a1\u5668\u3002\u540c\u6837\u57288\u6708\u4e0b\u65ec\uff0c\u5bd2\u6b66\u7eaa\u62a5\u544a\u4e86\u4e0a\u534a\u5e74\u521b\u7eaa\u5f55\u7684\u5229\u6da6\u3002\u6295\u8d44\u8005\u8ba4\u4e3a\u8fd9\u662f\u4e00\u4e2a\u5f3a\u70c8\u7684\u4fe1\u53f7\uff0c\u8868\u660e\u4e2d\u56fd\u534a\u5bfc\u4f53\u7ec8\u4e8e\u5f00\u59cb\u83b7\u5f97\u5173\u6ce8\u3002<\/p>\n<p>\u636e\u62a5\u9053\uff0c\u4e2d\u56fd\u76d1\u7ba1\u673a\u6784\u5df2\u7ecf\u5f00\u59cb\u6566\u4fc3\u672c\u5730\u516c\u53f8\u653e\u5f03\u82f1\u4f1f\u8fbe\u7684H20\u82af\u7247\u2014\u2014\u7279\u6717\u666e\u653f\u5e9c\u4eca\u5e74\u5141\u8bb8\u5728\u4e2d\u56fd\u9500\u552e\u7684\u82af\u7247\u3002\u672c\u5468\uff0c\u4e2d\u56fd\u56fd\u5bb6\u4e92\u8054\u7f51\u4fe1\u606f\u529e\u516c\u5ba4\u6307\u793a\u5404\u516c\u53f8\u505c\u6b62\u6d4b\u8bd5\u82f1\u4f1f\u8fbe\u7684RTX Pro 6000D\uff0c\u8fd9\u662f\u4e00\u79cd\u7528\u4e8e\u5de5\u4f5c\u7ad9\u7684\u534a\u5bfc\u4f53\uff0c\u53ef\u4ee5\u91cd\u65b0\u7528\u4e8e\u4eba\u5de5\u667a\u80fd\u5e94\u7528\u3002<\/p>\n<p>\u76ee\u524d\uff0c\u5173\u952e\u5728\u4e8e\u4e2d\u82af\u56fd\u9645\u7b49\u4e2d\u56fd\u4e3b\u8981\u5236\u9020\u5546\u80fd\u5426\u901a\u8fc7\u63d0\u9ad8\u826f\u7387\uff08\u6700\u7ec8\u53ef\u7528\u7684\u7845\u7247\u6bd4\u4f8b\uff09\u6765\u6709\u6548\u5730\u5927\u89c4\u6a21\u751f\u4ea7\u82af\u7247\u3002\u672c\u5468\uff0c\u300a\u91d1\u878d\u65f6\u62a5\u300b\u62a5\u9053\u79f0\uff0c\u4e2d\u82af\u56fd\u9645\u6b63\u5728\u6d4b\u8bd5\u672c\u5730\u5236\u9020\u7684\u8bbe\u5907\uff0c\u8fd9\u53ef\u80fd\u6709\u52a9\u4e8e\u5176\u5b9e\u73b0\u76ee\u6807\u3002<\/p>\n<p>\u8c2d\u8868\u793a\uff1a\u201c\u968f\u7740\u66f4\u591aDeepSeek\u65f6\u523b\u7684\u51fa\u73b0\uff0c\u4ee5\u53ca\u4e2d\u56fd\u79d1\u6280\u884c\u4e1a\u4ecd\u7136\u8f83\u4f4e\u7684\u4f30\u503c\uff0c\u6211\u8ba4\u4e3a\u6211\u4eec\u5c06\u770b\u5230\u66f4\u591a\u673a\u9047\u3002\u201d <\/p>\n<hr>\n<p><b>\u5206\u6790\u5927\u6a21\u578b\uff1a<\/b>gemma2<br \/><b>\u5f97\u5206\uff1a<\/b>45<br \/><b>\u539f\u56e0\uff1a<\/b><\/p>\n<pre style=\"white-space: pre-wrap;font-size: inherit;\">\u6587\u7ae0\u4e3b\u8981\u62a5\u9053\u4e2d\u56fd\u5728AI\u82af\u7247\u9886\u57df\u53d6\u5f97\u7684\u8fdb\u5c55\u548c\u7a81\u7834\uff0c\u4ee5\u53ca\u7531\u6b64\u5f15\u53d1\u7684\u80a1\u5e02\u4e0a\u6da8\uff0c\u6574\u4f53\u57fa\u8c03\u662f\u79ef\u6781\u7684\uff0c\u5bf9\u4e2d\u56fd\u79d1\u6280\u521b\u65b0\u80fd\u529b\u6301\u80af\u5b9a\u6001\u5ea6\u3002\u867d\u7136\u4e5f\u63d0\u5230\u4e86\u9762\u4e34\u7684\u6311\u6218\u548c\u9650\u5236\uff0c\u4f46\u91cd\u70b9\u5728\u4e8e\u4e2d\u56fd\u4f01\u4e1a\u514b\u670d\u56f0\u96be\u7684\u52aa\u529b\u548c\u53d6\u5f97\u7684\u6210\u5c31\u3002<\/pre>\n<hr>\n<p><b>\u539f\u6587\u5730\u5740\uff1a<\/b><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2025-09-18\/china-s-showcase-of-ai-chip-prowess-triggers-240-billion-rally\" target=\"_blank\">China\u2019s Showcase of AI Chip Prowess Triggers $240 Billion Rally<\/a><br \/> <b>\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2025-09-18<\/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=36562\"><\/div><div><a download=\"\u3010\u6b63\u9762\u3011[bloomberg]\u4e2d\u56fdAI\u82af\u7247\u5d1b\u8d77\u5f15\u80a1\u5e022400\u4ebf\u7f8e\u5143\u53cd\u5f39.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>\u4e2d\u56fd\u6700\u5927\u7684\u79d1\u6280\u516c\u53f8\u672c\u6708\u7eb7\u7eb7\u5c55\u793a\u5176\u6700\u65b0\u7684AI\u82af\u7247\u6280\u672f\u8fdb\u5c55\uff0c\u5f15\u53d1\u6295\u8d44\u8005\u7684\u5e7f\u6cdb\u5173\u6ce8\uff0c\u5e76\u63a8\u52a8\u80a1\u5e02\u4e0a\u6da82400\u4ebf\u7f8e\u5143\u3002  [&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":[3720,1376,14983,3723,523],"class_list":["post-36562","post","type-post","status-publish","format-standard","hentry","category-79","tag-ai","tag-1376","tag-14983","tag-3723","tag-523"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/36562","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=36562"}],"version-history":[{"count":1,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/36562\/revisions"}],"predecessor-version":[{"id":36563,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/36562\/revisions\/36563"}],"wp:attachment":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=36562"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=36562"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=36562"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}