{"version":"1.0","provider_name":"Fortune Insight","provider_url":"https:\/\/prime.fortuneinsight.com\/web","author_name":"\u83ef\u723e\u8857\u65e5\u5831\uff08\u514d\u8cbb\u8a66\u95b1\uff09","author_url":"https:\/\/prime.fortuneinsight.com\/web\/posts\/author\/wsj","title":"\u7f8e\u570b\u6700\u65b0\u6676\u7247\u7981\u4ee4\u5c07\u963b\u7919\u4e2d\u570b\u4eba\u5de5\u667a\u80fd\u96c4\u5fc3 - Fortune Insight","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\"><a href=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/692857\">\u7f8e\u570b\u6700\u65b0\u6676\u7247\u7981\u4ee4\u5c07\u963b\u7919\u4e2d\u570b\u4eba\u5de5\u667a\u80fd\u96c4\u5fc3<\/a><\/blockquote>\n<script type='text\/javascript'>\n<!--\/\/--><![CDATA[\/\/><!--\n\t\t!function(c,d){\"use strict\";var e=!1,n=!1;if(d.querySelector)if(c.addEventListener)e=!0;if(c.wp=c.wp||{},!c.wp.receiveEmbedMessage)if(c.wp.receiveEmbedMessage=function(e){var t=e.data;if(t)if(t.secret||t.message||t.value)if(!\/[^a-zA-Z0-9]\/.test(t.secret)){for(var r,a,i,s=d.querySelectorAll('iframe[data-secret=\"'+t.secret+'\"]'),n=d.querySelectorAll('blockquote[data-secret=\"'+t.secret+'\"]'),o=0;o<n.length;o++)n[o].style.display=\"none\";for(o=0;o<s.length;o++)if(r=s[o],e.source===r.contentWindow){if(r.removeAttribute(\"style\"),\"height\"===t.message){if(1e3<(i=parseInt(t.value,10)))i=1e3;else if(~~i<200)i=200;r.height=i}if(\"link\"===t.message)if(a=d.createElement(\"a\"),i=d.createElement(\"a\"),a.href=r.getAttribute(\"src\"),i.href=t.value,i.host===a.host)if(d.activeElement===r)c.top.location.href=t.value}}},e)c.addEventListener(\"message\",c.wp.receiveEmbedMessage,!1),d.addEventListener(\"DOMContentLoaded\",t,!1),c.addEventListener(\"load\",t,!1);function t(){if(!n){n=!0;for(var e,t,r=-1!==navigator.appVersion.indexOf(\"MSIE 10\"),a=!!navigator.userAgent.match(\/Trident.*rv:11\\.\/),i=d.querySelectorAll(\"iframe.wp-embedded-content\"),s=0;s<i.length;s++){if(!(e=i[s]).getAttribute(\"data-secret\"))t=Math.random().toString(36).substr(2,10),e.src+=\"#?secret=\"+t,e.setAttribute(\"data-secret\",t);if(r||a)(t=e.cloneNode(!0)).removeAttribute(\"security\"),e.parentNode.replaceChild(t,e)}}}}(window,document);\n\/\/--><!]]>\n<\/script><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/692857\/embed\" width=\"600\" height=\"338\" title=\"&#8220;\u7f8e\u570b\u6700\u65b0\u6676\u7247\u7981\u4ee4\u5c07\u963b\u7919\u4e2d\u570b\u4eba\u5de5\u667a\u80fd\u96c4\u5fc3&#8221; &#8212; Fortune Insight\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe>","thumbnail_url":"https:\/\/prime-fortuneinsight-cloud.s3.ap-southeast-1.amazonaws.com\/web\/wp-content\/uploads\/2022\/09\/02190216\/WSJ-FIP-Template-2.png","thumbnail_width":1000,"thumbnail_height":525,"description":"BY LIZA LIN | UPDATED SEP 02, 2022 04:30 AM EDT \u7f8e\u570b\u9650\u5236\u5411\u4e2d\u570b\u92b7\u552e\u82f1\u5049\u9054\u7684\u4e00\u4e9b\u9ad8\u7aef\u8655\u7406\u5668\uff0c\u9019\u8b93\u963f\u91cc\u5df4\u5df4\u548c\u9a30\u8a0a\u7b49\u4e2d\u570b\u79d1\u6280\u5de8\u982d\u96e3\u4ee5\u7372\u53d6\u5168\u7403\u4e00\u4e9b\u88fd\u7a0b\u6700\u5148\u9032\u7684\u6676\u7247\u3002 \u7f8e\u570b\u9650\u5236\u5411\u4e2d\u570b\u92b7\u552e\u82f1\u5049\u9054(Nvidia Corp., NVDA)\u7684\u4e00\u4e9b\u9ad8\u7aef\u8655\u7406\u5668\uff0c\u9019\u5c07\u963b\u7919\u4e2d\u570b\u5728\u4eba\u5de5\u667a\u80fd\u9818\u57df\u53d6\u5f97\u9818\u5148\u5730\u4f4d\u7684\u96c4\u5fc3\u3002\u4e2d\u570b\u5b98\u54e1\u5df2\u6307\u8cac\u7f8e\u570b\u5984\u5716\u58df\u65b7\u5148\u9032\u79d1\u6280\u3002 \u4e0a\u8ff0\u9650\u5236\u8b93\u82e5\u5e72\u4e2d\u570b\u79d1\u6280\u5de8\u982d\u96e3\u4ee5\u7372\u53d6\u5168\u7403\u4e00\u4e9b\u88fd\u7a0b\u6700\u5148\u9032\u7684\u6676\u7247\u3002\u82f1\u5049\u9054\u5ba2\u6236\u4e2d\u53d7\u5f71\u97ff\u7684\u5305\u62ec\u963f\u91cc\u5df4\u5df4\u96c6\u5718\u63a7\u80a1\u6709\u9650\u516c\u53f8(Alibaba Group Holding Ltd., BABA, 9988.HK, \u7c21\u7a31\uff1a\u963f\u91cc\u5df4\u5df4)\u548c\u9a30\u8a0a\u63a7\u80a1\u6709\u9650\u516c\u53f8(Tencent Holdings Ltd., 0700.HK, TCEHY)\u3002\u4e92\u806f\u7db2\u5de8\u982d\u963f\u91cc\u5df4\u5df4\u7d93\u71df\u8457\u4e2d\u570b\u6700\u5927\u7684\u96f2\u670d\u52d9\u696d\u52d9\u3002\u9a30\u8a0a\u5247\u662f\u4e00\u5bb6\u904a\u6232\u548c\u793e\u4ea4\u5a92\u9ad4\u5de8\u982d\u3002\u9019\u5169\u5bb6\u516c\u53f8\u90fd\u92b7\u552e\u7531\u82f1\u5049\u9054\u6676\u7247\u652f\u6301\u7684\u96f2\u670d\u52d9\uff0c\u9019\u4e9b\u6676\u7247\u80fd\u5920\u70ba\u81ea\u52d5\u5316\u5de5\u5ee0\u3001\u5f71\u7247\u8655\u7406\u7b49\u8af8\u591a\u9ad8\u7d1a\u61c9\u7528\u8655\u7406\u6d77\u91cf\u6578\u64da\u3002 \u8aee\u8a62\u516c\u53f8International Business Strategies Inc.\u7684\u9996\u5e2d\u57f7\u884c\u5b98Handel Jones\u8aaa\uff0c\u9019\u662f\u7f8e\u570b\u9081\u51fa\u7684\u4e00\u5927\u6b65\uff0c\u56e0\u70ba\u91dd\u5c0d\u7684\u662f\u4e3b\u8981\u7528\u65bc\u5546\u696d\u61c9\u7528\u9818\u57df\u7684\u9ad8\u6027\u80fd\u8655\u7406\u5668\u3002 \u5168\u7403\u5e02\u503c\u6700\u5927\u7684\u6676\u7247\u88fd\u9020\u5546\u82f1\u5049\u9054\u5468\u4e09\u8868\u793a\uff0c\u7f8e\u570b\u95dc\u65bc\u4e0d\u5f97\u5728\u672a\u7372\u8a31\u53ef\u8b49\u60c5\u6cc1\u4e0b\u5411\u4e2d\u570b\u5ba2\u6236\u92b7\u552e\u76f8\u95dc\u5148\u9032\u88fd\u7a0b\u6676\u7247\u7684\u65b0\u898f\uff0c\u53ef\u80fd\u7d66\u8a72\u516c\u53f8\u7684\u92b7\u552e\u984d\u9020\u62104\u5104\u7f8e\u5143\u7684\u62d6\u7d2f\u3002\u82f1\u5049\u9054\u7a31\uff0c\u8a72\u516c\u53f8\u53ef\u80fd\u6703\u4e0d\u5f97\u4e0d\u628a\u90e8\u5206\u696d\u52d9\u64a4\u51fa\u4e2d\u570b\u3002 \u82f1\u5049\u9054\u80a1\u50f9\u5468\u56db\u4e0b\u632b7.67%\u3002\u5176\u4ed6\u6676\u7247\u88fd\u9020\u5546\u7684\u80a1\u50f9\u4e5f\u7d1b\u7d1b\u4e0b\u6ed1\u3002Advanced Micro Devices Inc. (AMD, \u7c21\u7a31AMD)\u4e0b\u8dcc2.99%\uff0c\u8a72\u516c\u53f8\u8868\u793a\u4e5f\u6703\u53d7\u5230\u8a31\u53ef\u8b49\u65b0\u898f\u5f71\u97ff\uff0c\u4f46\u9810\u8a08\u5f71\u97ff\u4e0d\u5927\u3002 \u8ca0\u8cac\u8655\u7406\u51fa\u53e3\u9650\u5236\u7684\u7f8e\u570b\u5546\u52d9\u90e8\u5c0d\u5176\u653f\u7b56\u7684\u8b8a\u5316\u4e0d\u4e88\u7f6e\u8a55\uff0c\u4f46\u8868\u793a\u8a72\u884c\u52d5\u65e8\u5728\u9632\u6b62\u4e2d\u570b\u7372\u5f97\u7f8e\u570b\u6280\u8853\u4ee5\u63a8\u9032\u5176\u8ecd\u4e8b\u767c\u5c55\u3002 \u4e2d\u570b\u5546\u52d9\u90e8\u5468\u56db\u8868\u793a\uff0c\u7f8e\u65b9\u6b64\u8209\u5c07\u640d\u5bb3\u4e2d\u7f8e\u5169\u570b\u4f01\u696d\u7684\u5229\u76ca\u3002\u4e2d\u570b\u5546\u52d9\u90e8\u8868\u793a\uff0c\u7f8e\u570b\u61c9\u516c\u5e73\u5c0d\u5f85\u6240\u6709\u570b\u5bb6\u7684\u4f01\u696d\u3002 \u9019\u4e9b\u9650\u5236\u5305\u62ec\u5411\u4e2d\u570b\u3001\u9999\u6e2f\u548c\u4fc4\u7f85\u65af\u92b7\u552e\u82f1\u5049\u9054\u7684A100\u5716\u5f62\u8655\u7406\u5668\uff0cA100\u662f\u5169\u5e74\u524d\u63a8\u51fa\u7684\u4e00\u6b3e\u6676\u7247\uff0c\u7528\u65bc\u6578\u64da\u4e2d\u5fc3\u9032\u884c\u8981\u6c42\u5f88\u9ad8\u7684\u4eba\u5de5\u667a\u80fd\u8a08\u7b97\u3002\u8a72\u516c\u53f8\u8aaa\uff0c\u53d7\u5f71\u97ff\u7684\u9084\u6709\u516c\u53f8\u5373\u5c07\u63a8\u51fa\u7684H100\u7cfb\u5217\u6676\u7247\uff0c\u9019\u662f\u8a72\u516c\u53f8\u88fd\u7a0b\u6700\u5148\u9032\u7684\u7522\u54c1\uff0c\u6b64\u5916\u9084\u6709\u672a\u4f86\u529f\u80fd\u53ef\u80fd\u6703\u66f4\u5f37\u5927\u7684\u7522\u54c1\u3002\u82f1\u5049\u9054\u8868\u793a\uff0c\u5728\u4fc4\u7f85\u65af\u5165\u4fb5\u70cf\u514b\u862d\u5f8c\uff0c\u5df2\u4e0d\u518d\u5411\u4fc4\u7f85\u65af\u5ba2\u6236\u92b7\u552e\u7522\u54c1\u3002 \u82f1\u5049\u9054\u8868\u793a\uff0cA100\u7684\u7528\u6236\u5305\u62ec\u963f\u91cc\u5df4\u5df4\u3001\u9a30\u8a0a\u548c\u767e\u5ea6(Baidu Inc, 9888.HK)\u3002\u9019\u4e9b\u516c\u53f8\u904b\u71df\u8457\u4e2d\u570b\u4f54\u4e3b\u5c0e\u5730\u4f4d\u7684\u96f2\u8a08\u7b97\u670d\u52d9\uff0c\u63d0\u4f9b\u6309\u9700\u8a08\u7b97\u548c\u5b58\u5132\uff0c\u4e5f\u53ef\u4ee5\u7528\u65bc\u4f01\u696d\u70ba\u4eba\u5de5\u667a\u80fd\u61c9\u7528\u7de8\u7a0b\u3002 \u9a30\u8a0a\u4e00\u4f4d\u767c\u8a00\u4eba\u4e0d\u4e88\u7f6e\u8a55\u3002\u963f\u91cc\u5df4\u5df4\u548c\u767e\u5ea6\u6c92\u6709\u7acb\u5373\u56de\u61c9\u8a18\u8005\u7684\u7f6e\u8a55\u8acb\u6c42\u3002 \u5468\u56db\uff0c\u82f1\u5049\u9054\u8868\u793a\u5f97\u5230\u4e86\u7f8e\u570b\u653f\u5e9c\u7684\u6388\u6b0a\uff0c\u53ef\u4ee5\u57282023\u5e743\u67081\u65e5\u524d\u9032\u884c\u51fa\u53e3\u4ee5\u652f\u6301A100\u7684\u7f8e\u570b\u5ba2\u6236\u3002\u8a72\u516c\u53f8\u9084\u7a31\u7372\u5f97\u4e86\u7e7c\u7e8c\u958b\u767cH100\u6676\u7247\u6240\u9700\u7684\u6279\u51c6\u3002\u8a72\u516c\u53f8\u65e9\u4e9b\u6642\u5019\u66fe\u8868\u793a\uff0c\u65b0\u7684\u9650\u5236\u53ef\u80fd\u6703\u963b\u7919\u5176\u5c0d\u73fe\u6709A100\u5ba2\u6236\u7684\u652f\u6301\uff0c\u4e26\u5f71\u97ffH100\u958b\u767c\u7684\u9806\u5229\u9032\u884c\u3002 \u4e2d\u570b\u653f\u5e9c\u5df2\u5c07\u4eba\u5de5\u667a\u80fd\u78ba\u5b9a\u70ba\u4e00\u9805\u91cd\u8981\u7684\u6230\u7565\u6027\u6280\u8853\uff0c\u4e26\u5c0d\u8a72\u9818\u57df\u7684\u516c\u53f8\u548c\u5be6\u9a57\u5ba4\u7d66\u4e88\u652f\u6301\u3002\u4e0d\u904e\uff0c\u4e2d\u570b\u4eba\u5de5\u667a\u80fd\u96c4\u5fc3\u5b58\u5728\u4e00\u500b\u5f31\u9ede\uff0c\u5373\u8981\u4f9d\u9760\u82f1\u5049\u9054\u7b49\u7f8e\u570b\u516c\u53f8\u63d0\u4f9b\u5c0d\u8907\u96dc\u7684\u4eba\u5de5\u667a\u80fd\u7b97\u6cd5\u7de8\u7a0b\u81f3\u95dc\u91cd\u8981\u7684\u5148\u9032\u88fd\u7a0b\u6676\u7247\u3002 \u82f1\u5049\u90542022\u8ca1\u5e74\u6536\u5165\u70ba269\u5104\u7f8e\u5143\uff0c\u5176\u4e2d\u8d85\u904e\u56db\u5206\u4e4b\u4e00\u4f86\u81ea\u4e2d\u570b\u548c\u9999\u6e2f\u3002\u82f1\u5049\u9054\u7e3d\u88c1\u517c\u806f\u5408\u5275\u59cb\u4eba\u9ec3\u4ec1\u52f3(Jensen Huang)\u5728\u4e0a\u500b\u6708\u8207\u5206\u6790\u5e2b\u7684\u96fb\u8a71\u6703\u8b70\u4e0a\u8868\u793a\uff0c\u5c0d\u82f1\u5049\u9054\u4f86\u8aaa\uff0c\u4e2d\u570b\u662f\u4e00\u500b\u975e\u5e38\u91cd\u8981\u7684\u5e02\u5834\uff0c\u662f\u4e00\u500b\u975e\u5e38\u5927\u7684\u5e02\u5834\u3002 Truist Securities\u5206\u6790\u5e2b\u5728\u4e00\u4efd\u5831\u544a\u4e2d\u8aaa\uff0c\u9577\u671f\u4f86\u770b\uff0c\u5931\u53bb\u4e2d\u570b\u4eba\u5de5\u667a\u80fd\u6676\u7247\u5ba2\u6236\u5c0d\u6536\u5165\u7684\u5f71\u97ff\u572810%\u5de6\u53f3\uff0c\u4e26\u8aaa\u82f1\u5049\u9054\u53ef\u80fd\u96e3\u4ee5\u5f4c\u88dc\u9019\u4e9b\u640d\u5931\u3002\u5831\u544a\u7a31\uff0c\u77ed\u671f\u5167\uff0c\u4e2d\u570b\u5ba2\u6236\u53ef\u80fd\u6703\u8f49\u5411\u4e0d\u53d7\u8a31\u53ef\u8b49\u9650\u5236\u7684\u8001\u4e00\u4ee3\u82f1\u5049\u9054\u6676\u7247\uff0c\u4f46\u7f8e\u570b\u4e0d\u592a\u53ef\u80fd\u6388\u4e88\u8a72\u516c\u53f8\u5728\u672a\u4f86\u7dad\u6301\u9019\u584a\u696d\u52d9\u6240\u9700\u7684\u8a31\u53ef\u8b49\u3002 \u8fd1\u5e74\u4f86\uff0c\u82f1\u5049\u9054\u8207\u4e2d\u570b\u5e02\u5834\u95dc\u806f\u5bc6\u5207\u3002\u82f1\u5049\u9054\u63d0\u4f9b\u7684\u5c16\u7aef\u6280\u8853\u6676\u7247\u88ab\u7528\u4f86\u5e6b\u52a9\u4e2d\u570b\u7684\u4e00\u4e9b\u76e3\u63a7\u516c\u53f8\u8a13\u7df4\u5716\u50cf\u8b58\u5225\u7b97\u6cd5\u3002\u5c31\u5728\u6700\u8fd1\uff0c\u82f1\u5049\u9054\u9ad8\u7ba1\u7a31\uff0c\u8a72\u516c\u53f8\u7684\u6280\u8853\u5c0d\u6bd4\u4e9e\u8fea\u80a1\u4efd\u6709\u9650\u516c\u53f8(Byd Co., 002594.SZ, 1211.HK, [&hellip;]"}