{"id":726083,"date":"2026-02-18T17:19:27","date_gmt":"2026-02-18T09:19:27","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=726083"},"modified":"2026-02-18T17:19:27","modified_gmt":"2026-02-18T09:19:27","slug":"meta%e4%b8%8e%e8%8b%b1%e4%bc%9f%e8%be%be%e5%86%8d%e7%bb%ad%e5%89%8d%e7%bc%98%ef%bc%8c%e6%b7%b1%e5%8c%96%e5%a4%9a%e5%b9%b4%e4%bb%a3%e6%88%98%e7%95%a5%e5%90%88%e4%bd%9c","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=726083","title":{"rendered":"Meta\u4e0e\u82f1\u4f1f\u8fbe\u201c\u518d\u7eed\u524d\u7f18\u201d\uff0c\u6df1\u5316\u591a\u5e74\u4ee3\u6218\u7565\u5408\u4f5c"},"content":{"rendered":"<p>\u4f5c\u8005\uff1a\u9a6c\u4e01\u30fb\u76ae\u5c14\u65af<\/p>\n<p>\u8fd9\u6ce2\u662f\u76f4\u63a5 \u201c\u56de\u51fb\u201d \u76ae\u67e5\u4f0a\uff01\u4e09\u4e2a\u6708\u524d\uff0c\u6211\u4eec\u72ec\u5bb6\u7206\u6599 Meta \u6b63\u6d3d\u8c08\u65a5\u8d44\u6570\u5341\u4ebf\u7f8e\u5143\u91c7\u8d2d<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/GOOG.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u8c37\u6b4c<\/a><\/span><span><\/span><strong>TPU \u5f20\u91cf\u5904\u7406\u5355\u5143<\/strong>\u7528\u4e8e\u6570\u636e\u4e2d\u5fc3\u3002\u5982\u4eca\uff0cMeta \u4e0e\u82f1\u4f1f\u8fbe\u6b63\u5f0f\u5ba3\u5e03\u6269\u5927<strong>\u591a\u5e74\u3001\u591a\u4ee3\u6b21\u6218\u7565\u5408\u4f5c\u5173\u7cfb<\/strong>\u3002Meta \u672c\u5c31\u662f\u82f1\u4f1f\u8fbe\u7684\u957f\u671f\u5ba2\u6237\uff0c\u800c\u6b64\u6b21\u66f4\u662f\u518d\u5ea6\u627f\u8bfa\u5c06\u91c7\u8d2d<strong>\u6570\u767e\u4e07\u679a<\/strong>\u82f1\u4f1f\u8fbe AI <a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%8a%af%e7%89%87\" title=\"View all posts in \u82af\u7247\" target=\"_blank\" class=\"tag_link\">\u82af\u7247<\/a>\u53ca\u5176\u4ed6\u5904\u7406\u5668\u4e0e\u8bbe\u5907\u3002<\/p>\n<p>\u76ee\u524d\u5c1a\u4e0d\u6e05\u695a\u8be5\u534f\u8bae\u662f\u5426\u4f1a\u963b\u6b62 Meta \u540c\u65f6\u8d2d\u4e70\u8c37\u6b4c TPU\u3002\u8003\u8651\u5230 Meta \u5728 AI \u6570\u636e\u4e2d\u5fc3\u9886\u57df\u7684\u6fc0\u8fdb\u6269\u5f20\u8ba1\u5212\uff0c\u5b83\u5b8c\u5168\u6709\u53ef\u80fd\u540c\u65f6\u5411\u4e24\u5bb6\u91c7\u8d2d\u82af\u7247\u3002\u4f46\u4e0d\u96be\u63a8\u6d4b\uff0cMeta \u5bf9\u8c37\u6b4c\u82af\u7247\u8868\u73b0\u51fa\u5174\u8da3\u7684\u6d88\u606f\uff0c\u5f88\u53ef\u80fd\u4fc3\u4f7f\u82f1\u4f1f\u8fbe\u52a0\u5927\u5bf9\u8fd9\u5bb6 \u201c\u8138\u4e66\u6bcd\u516c\u53f8\u201d \u7684\u9500\u552e\u529b\u5ea6\uff0c\u751a\u81f3\u63d0\u4f9b\u6298\u6263\u3002\u5f53\u7136\uff0c\u534f\u8bae\u5177\u4f53\u6761\u6b3e\u5e76\u672a\u516c\u5f00\uff0c\u6211\u4eec\u4e5f\u65e0\u6cd5\u786e\u5b9a\u6b64\u6b21\u58f0\u660e\u662f\u5426\u8d85\u51fa Meta \u539f\u672c\u8ba1\u5212\u7684\u91c7\u8d2d\u91cf\u3002<\/p>\n<p>\u65e0\u8bba\u5982\u4f55\uff0c\u8fd9\u4e00\u6d88\u606f\u8ba9<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%8a%95%e8%b5%84\" title=\"View all posts in \u6295\u8d44\" target=\"_blank\" class=\"tag_link\">\u6295\u8d44<\/a>\u8005\u5bf9\u82f1\u4f1f\u8fbe\u66f4\u6709\u4fe1\u5fc3\uff1a\u8fd9\u5bb6 AI \u82af\u7247\u5de8\u5934\u80a1\u4ef7\u6536\u76d8\u4e0a\u6da8 1.2%\uff0c\u76d8\u540e\u4ea4\u6613\u518d\u6da8\u7ea6 1%\u3002<\/p>\n<p><strong>\u9a6c\u6876\u5382\u5546\u6210 \u201c\u88ab\u4f4e\u4f30\u7684 AI \u6982\u5ff5\u80a1\u201d<\/strong><\/p>\n<p>\u5982\u4eca\u8fd9\u4e2a\u4e16\u754c\u771f\u7684 \u201c\u98a0\u5012\u201d \u4e86 \u2014\u2014 \u4e00\u5bb6\u9a6c\u6876\u5236\u9020\u5546\u7adf\u88ab\u8d34\u4e0a \u201c\u88ab\u4f4e\u4f30\u3001\u88ab\u5ffd\u89c6\u7684 AI \u6982\u5ff5\u80a1\u201d<strong>\u6807\u7b7e\u3002\u636e\u300a\u91d1\u878d\u65f6\u62a5\u300b\u62a5\u9053\uff0c\u4e00\u4f4d\u6fc0\u8fdb\u6295\u8d44\u8005\u6b63\u662f\u8fd9\u6837\u5f62\u5bb9<\/strong>Toto\uff08\u4e1c\u9676\uff09 \u8fd9\u5bb6\u516c\u53f8\u7684\u3002<\/p>\n<p>\u9664\u4e86\u536b\u6d74\u4ea7\u54c1\uff0cToto \u8fd8\u4e3a\u534a\u5bfc\u4f53\u5236\u9020\u8bbe\u5907\u751f\u4ea7<strong>\u9ad8\u7cbe\u5ea6\u9676\u74f7\u90e8\u4ef6<\/strong>\uff0c\u5176\u4e2d\u5305\u62ec<strong>\u9759\u7535\u5438\u76d8\uff08electrostatic chuck\uff09<\/strong>\u3002\u62a5\u9053\u79f0\uff0c\u8fd9\u7c7b\u7ec4\u4ef6\u5728\u82af\u7247\uff08\u5c24\u5176\u662f\u5b58\u50a8\u82af\u7247\uff09\u5236\u9020\u4e2d\u7684\u91cd\u8981\u6027\u65e5\u76ca\u63d0\u5347\uff0c\u800c AI \u70ed\u6f6e\u6b63\u8ba9\u5b58\u50a8\u82af\u7247\u9700\u6c42\u66b4\u6da8\u3002<\/p>\n<p>\uff08\u8bf4\u5b9e\u8bdd\uff0c\u5bb6\u91cc\u7528\u8fc7 Toto \u9a6c\u6876\u7684\u4eba\u90fd\u4f1a\u8bf4\uff0c\u8fd9\u4e1c\u897f\u53ef\u4e00\u70b9\u90fd\u4e0d \u201c\u88ab\u4f4e\u4f30\u3001\u88ab\u5ffd\u89c6\u201d\uff0c\u90a3\u5c31\u662f\u53e6\u4e00\u56de\u4e8b\u4e86\u3002\uff09<\/p>\n<p><strong>ServiceNow \u9ad8\u7ba1 \u201c\u62a4\u76d8\u201d \u96be\u633d\u9893\u52bf<\/strong><\/p>\n<p>\u4e5f\u8bb8\u73b0\u5728\u771f\u8be5\u8ba9\u8f6f\u4ef6\u516c\u53f8\u53bb<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%94%b6%e8%b4%ad\" title=\"View all posts in \u6536\u8d2d\" target=\"_blank\" class=\"tag_link\">\u6536\u8d2d<\/a> Toto \u4e86\uff0c\u8fd9\u6837\u6216\u8bb8\u80fd\u8ba9\u6295\u8d44\u8005\u76f8\u4fe1\u5b83\u4eec\u7684\u4e1a\u52a1\u8fd8\u6709\u672a\u6765\u3002\u663e\u7136\uff0c\u76ee\u524d\u8f6f\u4ef6\u4f01\u4e1a\u5b89\u629a\u7d27\u5f20\u6295\u8d44\u8005\u7684\u505a\u6cd5\u6536\u6548\u751a\u5fae\u3002<\/p>\n<p>\u4ee5 ServiceNow \u4e3a\u4f8b\uff0c\u8be5\u516c\u53f8\u5468\u4e8c\u5411<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%be%8e%e5%9b%bd\" title=\"View all posts in \u7f8e\u56fd\" target=\"_blank\" class=\"tag_link\">\u7f8e\u56fd<\/a>\u8bc1\u5238\u4ea4\u6613\u59d4\u5458\u4f1a\uff08<a href=\"https:\/\/www.alphaseek.cn\/?tag=sec\" title=\"View all posts in SEC\" target=\"_blank\" class=\"tag_link\">SEC<\/a>\uff09\u62a5\u5907\uff1aCEO \u6bd4\u5c14\u30fb\u9ea6\u514b\u5fb7\u83ab\u7279\u53ca\u5176\u4ed6\u6570\u540d\u9ad8\u7ba1<strong>\u53d6\u6d88\u672a\u6765\u80a1\u7968\u51fa\u552e\u8ba1\u5212<\/strong>\u3002\u8fd9\u542c\u8d77\u6765\u6001\u5ea6\u5f88\u575a\u51b3\uff0c\u4f46\u8003\u8651\u5230 ServiceNow \u80a1\u4ef7\u5728\u8fc7\u53bb\u4e00\u5e74\u8fd1\u4e4e\u8170\u65a9\uff0c\u9ad8\u7ba1\u4eec\u6b64\u65f6\u4e0d\u613f<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%87%8f%e6%8c%81\" title=\"View all posts in \u51cf\u6301\" target=\"_blank\" class=\"tag_link\">\u51cf\u6301<\/a>\u4e5f\u4e0d\u8db3\u4e3a\u5947\u3002<\/p>\n<p>\u66f4\u6709\u5b9e\u9645\u610f\u4e49\u7684\u662f\uff0c\u516c\u53f8\u540c\u65f6\u5ba3\u5e03\u9ea6\u514b\u5fb7\u83ab\u7279\u627f\u8bfa\u5728\u672c\u6708\u5e95<strong>\u589e\u6301 300 \u4e07\u7f8e\u5143\u516c\u53f8\u80a1\u7968<\/strong>\uff0c\u7b97\u662f \u201c\u771f\u91d1\u767d\u94f6\u201d \u8868\u6001\u4e86\uff01\u4f46\u6d88\u606f\u5e76\u672a\u6253\u52a8\u6295\u8d44\u8005\uff1aServiceNow \u80a1\u4ef7\u5468\u4e8c\u4ecd\u4e0b\u8dcc 1%\u3002<\/p>\n<p><strong>\u5f71\u89c6\u5708 \u201c\u6700\u957f\u8fde\u7eed\u5267\u201d\uff1a<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/WMG.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u534e\u7eb3<\/a><\/span><span><\/span>\u5144\u5f1f\u63a2\u7d22\u6536\u8d2d\u6218<\/strong><\/p>\n<p>\u6211\u4eec\u8bf4\u7684\u4e0d\u662f\u300a\u8f9b\u666e\u68ee\u4e00\u5bb6\u300b\uff0c\u800c\u662f<strong>\u534e\u7eb3\u5144\u5f1f\u63a2\u7d22\uff08WBD\uff09\u6536\u8d2d\u5927\u6218<\/strong>\u3002\u6c89\u5bc2\u6570\u5468\u540e\uff0c\u8fd9\u51fa\u620f\u5468\u4e8c\u518d\u5ea6\u5f15\u7206\u5934\u6761 \u2014\u2014WBD \u5ba3\u5e03\u7ed9<strong>\u6d3e\u62c9\u8499 + \u5929\u821e\u4f20\u5a92<\/strong>\u4e00\u5468\u65f6\u95f4\uff0c\u63d0\u4ea4 \u201c\u6700\u7ec8\u6700\u4f18\u62a5\u4ef7\u201d\u3002<\/p>\n<p>\u4f60\u53ef\u80fd\u8fd8\u8bb0\u5f97\uff0cWBD \u5df2\u4e0e<strong>\u7f51\u98de\uff08<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/NFLX.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">Netflix<\/a><\/span><span><\/span>\uff09<\/strong><strong>\u8fbe\u6210\u521d\u6b65\u534f\u8bae\uff1a\u7531\u7f51\u98de\u6536\u8d2d\u5176\u5de5\u4f5c\u5ba4\u4e0e\u6d41<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%aa%92%e4%bd%93\" title=\"View all posts in \u5a92\u4f53\" target=\"_blank\" class=\"tag_link\">\u5a92\u4f53<\/a>\u4e1a\u52a1\uff1b\u4f46\u6d3e\u62c9\u8499\u5219\u63d0\u8bae<\/strong><strong>\u6536\u8d2d\u6574\u4e2a\u516c\u53f8<\/strong>\u3002<\/p>\n<p>WBD \u8868\u793a\uff0c\u6d3e\u62c9\u8499\u5df2\u63d0\u8bae\u5c06\u62a5\u4ef7<strong>\u6bcf\u80a1\u63d0\u9ad8 1 \u7f8e\u5143\u81f3 31 \u7f8e\u5143<\/strong>\u3002\u4e0e\u6b64\u540c\u65f6\uff0cWBD \u4e5f\u5728\u5411\u6d3e\u62c9\u8499\u65bd\u538b\uff0c\u5b9a\u4e8e 3 \u6708 20 \u65e5\u53ec\u5f00\u80a1\u4e1c\u6295\u7968\uff0c\u8868\u51b3\u4e0e\u7f51\u98de\u7684\u4ea4\u6613\u65b9\u6848\u3002<\/p>\n<p>\u6362\u53e5\u8bdd\u8bf4\uff0c\u8fd9\u51fa\u5927\u620f<strong>\u8fdc\u672a\u843d\u5e55<\/strong>\u3002<\/p>\n<p>\u7f51\u98de\u80a1\u4e1c\u65e0\u7591\u5df4\u4e0d\u5f97\u8d76\u7d27\u7ed3\u675f\uff1a\u81ea\u53bb\u5e74 10 \u6708\u4f20\u51fa\u6536\u8d2d WBD \u4f20\u95fb\u4ee5\u6765\uff0c\u7f51\u98de\u80a1\u4ef7\u5df2\u66b4\u8dcc 37%\uff0c\u76ee\u524d 77 \u7f8e\u5143\u7684\u80a1\u4ef7\u8dcc\u81f3 2024 \u5e74\u4ee5\u6765\u6700\u4f4e\u6c34\u5e73\u3002<\/p>\n<p><strong>\u5176\u4ed6\u8981\u95fb<\/strong><\/p>\n<ul>\n<li>Thrive Capital \u5ba3\u5e03\u5b8c\u6210 100 \u4ebf\u7f8e\u5143\u65b0\u57fa\u91d1\u52df\u96c6\uff0c\u5176\u4e2d 10 \u4ebf\u7f8e\u5143\u7528\u4e8e\u65e9\u671f\u6295\u8d44\uff0c90 \u4ebf\u7f8e\u5143\u7528\u4e8e\u6210\u957f\u671f\u6295\u8d44\u3002<\/li>\n<li>\u5e15\u6d1b\u963f\u5c14\u6258\u7f51\u7edc\u516c\u53f8\u5468\u4e8c\u5ba3\u5e03\uff0c\u8ba1\u5212\u6536\u8d2d\u4ee5\u8272\u5217\u7f51\u7edc\u5b89\u5168\u521d\u521b\u516c\u53f8 Koi\u3002<\/li>\n<li>\u6fc0\u8fdb\u6295\u8d44\u673a\u6784 Starboard Value \u8868\u793a\uff0c\u5c06\u5411<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/TRIP.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u732b\u9014\u9e70<\/a><\/span><span><\/span>\uff08Tripadvisor\uff09\u63d0\u540d\u65b0\u4e00\u5c4a\u8463\u4e8b\u4f1a\uff0c\u79f0\u8fd9\u5bb6\u65c5\u6e38\u70b9\u8bc4\u5e73\u53f0\u5e94\u5bf9 AI \u804a\u5929\u673a\u5668\u4eba\u5a01\u80c1\u3001\u63a5\u5165\u751f\u6210\u5f0f AI \u7684\u901f\u5ea6\u8fc7\u6162\u3002<\/li>\n<li>\u6587\u514b\u83b1\u6c83\u65af\u5144\u5f1f\u521b\u7acb\u7684<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%8a%a0%e5%af%86%e8%b4%a7%e5%b8%81\" title=\"View all posts in \u52a0\u5bc6\u8d27\u5e01\" target=\"_blank\" class=\"tag_link\">\u52a0\u5bc6\u8d27\u5e01<\/a>\u4ea4\u6613\u6240 Gemini \u5468\u4e8c\u5ba3\u5e03\uff0c\u4e09\u540d\u9ad8\u7ba1\u79bb\u804c\u3002\u6b64\u524d\u5176\u80a1\u4ef7\u81ea\u53bb\u5e74 9 \u6708 <a href=\"https:\/\/www.alphaseek.cn\/?tag=ipo\" title=\"View all posts in IPO\" target=\"_blank\" class=\"tag_link\">IPO<\/a> \u540e\u5927\u5e45\u4e0b\u8dcc\u3002<\/li>\n<li>\u98ce\u6295\u673a\u6784 Benchmark \u5468\u4e8c\u5ba3\u5e03\uff0c\u8058\u8bf7\u65e9\u671f\u6295\u8d44\u673a\u6784 Alt Capital \u53ca\u4eba\u529b<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%b5%84%e6%ba%90\" title=\"View all posts in \u8d44\u6e90\" target=\"_blank\" class=\"tag_link\">\u8d44\u6e90<\/a>\u8f6f\u4ef6\u516c\u53f8 Lattice \u521b\u59cb\u4eba\u6770\u514b\u30fb\u5965\u7279\u66fc\u4e3a\u7b2c\u4e94\u4f4d\u666e\u901a\u5408\u4f19\u4eba\u3002<\/li>\n<\/ul>\n<p>\u8d23\u4efb\u7f16\u8f91\uff1a\u90ed\u660e\u715c <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u4f5c\u8005\uff1a\u9a6c\u4e01\u30fb\u76ae\u5c14\u65af \u8fd9\u6ce2\u662f\u76f4\u63a5 \u201c\u56de\u51fb\u201d \u76ae\u67e5\u4f0a\uff01\u4e09\u4e2a\u6708\u524d\uff0c\u6211\u4eec\u72ec\u5bb6\u7206\u6599 Meta \u6b63\u6d3d\u8c08\u65a5\u8d44\u6570\u5341\u4ebf\u7f8e\u5143\u91c7\u8d2d\u8c37 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"aside","meta":[],"categories":[4],"tags":[57,71,245,353,280,241,103,367,339,34,238],"views":31,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/726083"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=726083"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/726083\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=726083"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=726083"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=726083"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}