{"id":731912,"date":"2026-02-27T08:04:37","date_gmt":"2026-02-27T00:04:37","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=731912"},"modified":"2026-02-27T08:04:37","modified_gmt":"2026-02-27T00:04:37","slug":"%e4%b8%ad%e4%bf%a1%e8%af%81%e5%88%b8%ef%bc%9a%e9%98%bf%e9%87%8c%e4%b8%8e%e8%85%be%e8%ae%af%e6%8a%bc%e6%b3%a8npo-%e5%85%b3%e6%b3%a8scale-up%e7%bd%91%e7%bb%9c%e5%8f%91%e5%b1%95%e6%9c%ba%e9%81%87","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=731912","title":{"rendered":"\u4e2d\u4fe1\u8bc1\u5238\uff1a\u963f\u91cc\u4e0e\u817e\u8baf\u62bc\u6ce8NPO \u5173\u6ce8Scale up\u7f51\u7edc\u53d1\u5c55\u673a\u9047"},"content":{"rendered":"<p><span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/1.600030\" data-code=\"1,600030\" rel=\"noopener\">\u4e2d\u4fe1\u8bc1\u5238<\/a><\/span><span><\/span>\u7814\u62a5\u6307\u51fa\uff0c\u5f53\u524dAI\u7b97\u529b\u7f51\u7edc\u6b63\u7ecf\u5386\u5411\u5168\u5149\u4e92\u8054\u6f14\u8fdb\u7684\u5173\u952e\u671f\uff0cNPO\u6280\u672f\u51ed\u501f\u5728\u4fe1\u53f7\u5b8c\u6574\u6027\u3001\u529f\u8017\u53ca\u53ef\u7ef4\u62a4\u6027\u4e0a\u7684\u51fa\u8272\u5e73\u8861\uff0c\u6210\u4e3a\u7a81\u7834\u5e26\u5bbd\u7269\u7406\u74f6\u9888\u7684\u7406\u60f3\u6298\u4e2d\u65b9\u6848\u3002\u4ee5\u963f\u91cc\u548c<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%85%be%e8%ae%af\" title=\"View all posts in \u817e\u8baf\" target=\"_blank\" class=\"tag_link\">\u817e\u8baf<\/a>\u4e3a\u4ee3\u8868\u7684\u79d1\u6280\u5de8\u5934\u6b63\u52a0\u901f\u63a8\u8fdbNPO\u67b6\u6784\u843d\u5730\u4e0e\u6807\u51c6\u5316\uff0c\u6807\u5fd7\u7740\u8be5\u6280\u672f\u5df2\u8fc8\u5165\u89c4\u6a21\u5546\u7528\u9636\u6bb5\u3002\u8fd9\u4e00\u5e95\u5c42\u786c\u4ef6\u53d8\u9769\u6b63\u9a71\u52a8\u5149<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK1215\" data-code=\"90,BK1215\" rel=\"noopener\">\u901a\u4fe1<\/a><\/span><span><\/span>\u4ea7\u4e1a\u94fe\u6df1\u523b\u91cd\u6784\uff0c\u4fc3\u4f7f\u5382\u5546\u4ece\u5355\u4e00\u6a21\u5757\u7ec4\u88c5\u5411\u7845\u5149\u96c6\u6210\u7b49\u9ad8\u9644\u52a0\u503c\u73af\u8282\u8de8\u8d8a\u3002\u56fd\u5185\u5149\u6a21\u5757\u9f99\u5934\u6709\u671b\u6df1\u5ea6\u53d7\u76ca\u4e8e\u6838\u5fc3\u7b97\u529b\u5e95\u5ea7\u5347\u7ea7\uff0c\u8fce\u6765<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%b8%9a%e7%bb%a9\" title=\"View all posts in \u4e1a\u7ee9\" target=\"_blank\" class=\"tag_link\">\u4e1a\u7ee9<\/a>\u4e0e\u4f30\u503c\u7684\u53cc\u8f68\u9a71\u52a8\uff0c\u5177\u5907\u663e\u8457\u7684\u957f\u671f\u914d\u7f6e\u4ef7\u503c\u3002\u7ef4\u6301<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK1215\" data-code=\"90,BK1215\">\u901a\u4fe1<\/span>\u884c\u4e1a\u201c\u5f3a\u4e8e\u5927\u5e02\u201d\u8bc4\u7ea7\u3002<\/p>\n<h3>\u5168\u6587\u5982\u4e0b<\/h3>\n<p><strong><span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK1215\" data-code=\"90,BK1215\">\u901a\u4fe1<\/span>\uff5c\u963f\u91cc\u4e0e\u817e\u8baf\u62bc\u6ce8NPO\uff0c\u5173\u6ce8Scale up\u7f51\u7edc\u53d1\u5c55\u673a\u9047<\/strong><\/p>\n<p>\u5f53\u524dAI\u7b97\u529b\u7f51\u7edc\u6b63\u7ecf\u5386\u5411\u5168\u5149\u4e92\u8054\u6f14\u8fdb\u7684\u5173\u952e\u671f\uff0cNPO\u6280\u672f\u51ed\u501f\u5728\u4fe1\u53f7\u5b8c\u6574\u6027\u3001\u529f\u8017\u53ca\u53ef\u7ef4\u62a4\u6027\u4e0a\u7684\u51fa\u8272\u5e73\u8861\uff0c\u6210\u4e3a\u7a81\u7834\u5e26\u5bbd\u7269\u7406\u74f6\u9888\u7684\u7406\u60f3\u6298\u4e2d\u65b9\u6848\u3002\u4ee5\u963f\u91cc\u548c\u817e\u8baf\u4e3a\u4ee3\u8868\u7684\u79d1\u6280\u5de8\u5934\u6b63\u52a0\u901f\u63a8\u8fdbNPO\u67b6\u6784\u843d\u5730\u4e0e\u6807\u51c6\u5316\uff0c\u6807\u5fd7\u7740\u8be5\u6280\u672f\u5df2\u8fc8\u5165\u89c4\u6a21\u5546\u7528\u9636\u6bb5\u3002\u8fd9\u4e00\u5e95\u5c42\u786c\u4ef6\u53d8\u9769\u6b63\u9a71\u52a8\u5149\u901a\u4fe1\u4ea7\u4e1a\u94fe\u6df1\u523b\u91cd\u6784\uff0c\u4fc3\u4f7f\u5382\u5546\u4ece\u5355\u4e00\u6a21\u5757\u7ec4\u88c5\u5411\u7845\u5149\u96c6\u6210\u7b49\u9ad8\u9644\u52a0\u503c\u73af\u8282\u8de8\u8d8a\u3002\u56fd\u5185\u5149\u6a21\u5757\u9f99\u5934\u6709\u671b\u6df1\u5ea6\u53d7\u76ca\u4e8e\u6838\u5fc3\u7b97\u529b\u5e95\u5ea7\u5347\u7ea7\uff0c\u8fce\u6765\u4e1a\u7ee9\u4e0e\u4f30\u503c\u7684\u53cc\u8f68\u9a71\u52a8\uff0c\u5177\u5907\u663e\u8457\u7684\u957f\u671f\u914d\u7f6e\u4ef7\u503c\u3002\u7ef4\u6301\u901a\u4fe1\u884c\u4e1a\u201c\u5f3a\u4e8e\u5927\u5e02\u201d\u8bc4\u7ea7\u3002<\/p>\n<p><strong>\u258dAI\u5927\u6a21\u578b\u50ac\u751fScale up\u7f51\u7edc\u53d8\u9769\uff0cNPO\u6280\u672f\u6298\u4e2d\u4f18\u52bf\u51f8\u663e\u3002<\/strong><\/p>\n<p>\u5728\u5f53\u524d\u751f\u6210\u5f0fAI\u7684\u6d6a\u6f6e\u4e0b\uff0c\u5927\u6a21\u578b\u67b6\u6784\u9010\u6e10\u4eceDense\u5411MoE\u6f14\u8fdb\uff0c\u7cfb\u7edf\u5bf9Scaleup\u4e92\u8fde\u7f51\u7edc\u5728\u5e26\u5bbd\u5bc6\u5ea6\u4e0e\u901a\u4fe1\u65f6\u5ef6\u7b49\u65b9\u9762\u63d0\u51fa\u4e86\u524d\u6240\u672a\u6709\u7684\u6781\u7aef\u6311\u6218\u3002\u968f\u7740\u5e95\u5c42SerDes\u6280\u672f\u5411224G\u751a\u81f3448G\u6f14\u8fdb\uff0c\u4f20\u7edf\u7684<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK1615\" data-code=\"90,BK1615\" rel=\"noopener\">\u94dc<\/a><\/span><span><\/span>\u7ebf\u6216\u957f\u8ddd\u79bb<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK0877\" data-code=\"90,BK0877\" rel=\"noopener\">PCB<\/a><\/span><span><\/span>\u8d70\u7ebf\u6240\u5e26\u6765\u7684\u4fe1\u53f7\u8870\u51cf\u5df2\u7ecf\u903c\u8fd1\u7269\u7406\u6781\u9650\u3002\u76f8\u8f83\u4e8e\u9ad8\u529f\u8017\u7684\u4f20\u7edf\u53ef\u63d2\u62d4\u5149\u6a21\u5757\u4e0e\u9762\u4e34\u6781\u9ad8\u7ef4\u62a4\u96be\u5ea6\u53ca\u5236\u9020\u58c1\u5792\u7684CPO\uff08\u5171\u5c01\u88c5\u5149\u5b66\uff09\u65b9\u6848\uff0cNPO\uff08\u8fd1\u5c01\u88c5\u5149\u5b66\uff09\u5c55\u73b0\u51fa\u4e86\u6781\u5f3a\u7684\u201c\u6700\u5927\u516c\u7ea6\u6570\u201d\u7279\u5f81\u3002NPO\u901a\u8fc7\u5c06\u5149\u5f15\u64ce\u79fb\u81f3\u9760\u8fd1\u4ea4\u6362<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>\u7684\u540c\u4e00\u57fa\u677f\u4e0a\uff0c\u5728\u5927\u5e45\u7f29\u77ed\u7535\u4fe1\u53f7\u4f20\u8f93\u8ddd\u79bb\u3001\u964d\u4f4e\u529f\u8017\u7684\u540c\u65f6\uff0c\u4fdd\u7559\u4e86\u5149\u5f15\u64ce\u7684\u72ec\u7acb\u53ef\u66f4\u6362\u6027\uff0c\u517c\u987e\u4e86\u4fe1\u53f7\u5b8c\u6574\u6027\u4e0e\u53ef\u7ef4\u62a4\u6027\u3002<\/p>\n<p>\u258d\u79d1\u6280\u5de8\u5934\u52a0\u901f\u5165\u5c40\uff0c\u963f\u91ccUPN512\u67b6\u6784\u5f15\u9886\u5168\u5149\u4e92\u8054\u843d\u5730\u3002<\/p>\n<p>\u76ee\u524d\uff0c\u5934\u90e8CSP\u5382\u5546\u6b63\u52a0\u901f\u63a8\u8fdbNPO\u76f8\u5173\u65b9\u6848\u7684\u843d\u5730\u5e94\u7528\u3002<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/106.BABA\" data-code=\"106,BABA\" rel=\"noopener\">\u963f\u91cc\u5df4\u5df4<\/a><\/span><span><\/span>\u6b63\u5f0f\u53d1\u5e03\u4e86\u300aUPN512\u6280\u672f\u67b6\u6784\u767d\u76ae\u4e66\u300b\uff0c\u65e8\u5728\u901a\u8fc7\u5355\u5c42\u4ee5\u592a\u7f51\u5149\u4e92\u8fde\u6784\u5efa512\u9897xPU\u7684\u5168\u4e92\u8054\u7cfb\u7edf\uff0c\u9884\u8ba1\u53ef\u5c06\u5149\u4e92\u8fde\u6210\u672c\u964d\u4f4e30%\u4ee5\u4e0a\u3002\u4f5c\u4e3a\u67b6\u6784\u6838\u5fc3\uff0c\u963f\u91cc\u5df2\u6210\u529f\u70b9\u4eae3.2TNPO\u6a21\u5757\uff0c\u8be5\u6a21\u5757\u652f\u6301\u7845\u5149\u4e0eVCSEL\u6280\u672f\uff0c\u5178\u578bTDECQ\u4ec5\u4e3a1.9dB\uff0c\u529f\u8017\u4ec520W\uff0c\u5e76\u5df2\u7387\u5148\u5e94\u7528\u4e8e\u65b0\u4e00\u4ee3\u56fd\u4ea7\u56db\u82af\u7247\u4ea4\u6362\u673a\u4e2d\u3002\u6b64\u5916\uff0c\u817e\u8baf\u4e5f\u6b63\u79ef\u6781\u63a2\u7d22\u57fa\u4e8e\u7845\u5149\u6280\u672f\u7684NPO\u6f14\u8fdb\uff0c\u5e76\u8054\u5408\u963f\u91cc\u5728ODCC\u53d1\u8d77\u6807\u51c6\u5316\u9879\u76ee\uff0c\u5176\u9884\u8ba1\u76f8\u5173\u6837\u673a\u5c06\u4e8e2026\u5e74Q3\u5b9e\u73b0\u7cfb\u7edf\u7ea7\u70b9\u4eae\uff0c\u6807\u5fd7\u7740\u5168\u5149\u4e92\u8054\u8fc8\u5165\u5de5\u7a0b\u843d\u5730\u65b0\u9636\u6bb5\u3002<\/p>\n<p>\u258d\u5411\u201c\u5149\u4e92\u8054\u89e3\u51b3\u65b9\u6848\u63d0\u4f9b\u5546\u201d\u8eab\u4efd\u8f6c\u6362\uff0c\u56fd\u5185\u5149\u6a21\u5757\u5382\u5546\u8fce\u6765\u5386\u53f2\u6027\u673a\u9047\u3002<\/p>\n<p>\u963f\u91cc\u3001\u817e\u8baf\u7b49\u4e92\u8054\u7f51\u5de8\u5934\u7684\u52a0\u901f\u5e03\u5c40\uff0c\u6807\u5fd7\u7740NPO\u6280\u672f\u6b63\u5f0f\u8fdb\u5165\u89c4\u6a21\u5316\u5546\u7528\u9636\u6bb5\uff0c\u8fd9\u4e5f\u5c06\u6df1\u523b\u91cd\u6784\u5149\u901a\u4fe1\u884c\u4e1a\u7684\u5546\u4e1a\u6a21\u5f0f\u4e0e\u4f9b\u5e94\u94fe\u683c\u5c40\u3002NPO\u8981\u6c42\u5149\u6a21\u5757\u5382\u5546\u5177\u5907\u6781\u5f3a\u7684\u7845\u5149\u96c6\u6210\u80fd\u529b\u3001\u9ad8\u7cbe\u5ea6\u5c01\u88c5\u5de5\u827a\u4ee5\u53ca\u4e0e\u82af\u7247\u5382\u5546\u7684\u6df1\u5ea6\u534f\u540c\u80fd\u529b\uff0c\u63a8\u52a8\u5382\u5546\u4ece\u201c\u63d0\u4f9b\u6a21\u5757\u201d\u5411\u66f4\u9ad8\u6280\u672f\u58c1\u5792\u7684\u201c\u5149\u4e92\u8054\u89e3\u51b3\u65b9\u6848\u201d\u8de8\u8d8a\u3002\u56fd\u5185\u5934\u90e8\u4f01\u4e1a\u6b63\u7d27\u6293\u6b64\u5386\u53f2\u6027\u673a\u9047\uff1a<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/0.300308\" data-code=\"0,300308\" rel=\"noopener\">\u4e2d\u9645\u65ed\u521b<\/a><\/span><span><\/span>\u5df2\u5c55\u793aOpenSocket NPO\u65b9\u6848\u5e76\u9884\u8ba12027\u5e74\u89c4\u6a21\u5316\u90e8\u7f72\uff1b<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/0.300502\" data-code=\"0,300502\" rel=\"noopener\">\u65b0\u6613\u76db<\/a><\/span><span><\/span>\u63a8\u51fa\u4e86\u57fa\u4e8eVCSEL\u7684NPO\u5149\u5f15\u64ce\u4ee5\u63d0\u5347\u7a7a\u95f4\u5229\u7528\u7387\uff1b<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/0.000988\" data-code=\"0,000988\" rel=\"noopener\">\u534e\u5de5\u79d1\u6280<\/a><\/span><span><\/span>\u76843.2T NPO\u5149\u5f15\u64ce\u4e5f\u9884\u8ba1\u4e8e2026\u5e74\u5b9e\u73b0\u5927\u89c4\u6a21\u5546\u4e1a\u5316\u5e94\u7528\u3002<\/p>\n<p>\u258d<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%a3%8e%e9%99%a9\" title=\"View all posts in \u98ce\u9669\" target=\"_blank\" class=\"tag_link\">\u98ce\u9669<\/a>\u56e0\u7d20\uff1a<\/p>\n<p>AI<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>\u4e0d\u53ca\u9884\u671f\uff1b\u5e02\u573a\u7ade\u4e89\u52a0\u5267\uff1b1.6T\u7b49\u65b0\u4ea7\u54c1\u8fdb\u5c55\u4e0d\u53ca\u9884\u671f\uff1b\u6280\u672f\u8def\u7ebf\u98ce\u9669\uff1b\u5730\u7f18\u653f\u6cbb\u98ce\u9669\uff1b\u4ea7\u80fd\u91ca\u653e\u8fc7\u5feb\u3002<\/p>\n<p>\u258d\u6295\u8d44<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%ad%96%e7%95%a5\" title=\"View all posts in \u7b56\u7565\" target=\"_blank\" class=\"tag_link\">\u7b56\u7565<\/a>\uff1a<\/p>\n<p>\u5728AI\u5927\u6a21\u578b\u5411MoE\u67b6\u6784\u6f14\u8fdb\u7684\u80cc\u666f\u4e0b\uff0c\u7b97\u529b\u96c6\u7fa4\u5bf9Scaleup\u7f51\u7edc\u7684\u6781\u81f4\u8981\u6c42\u4f7f\u5f97NPO\u6280\u672f\u6210\u4e3a\u5168\u5149\u4e92\u8054\u7684\u7834\u5c40\u5173\u952e\u3002\u5f53\u524d\uff0c\u963f\u91cc\u4e0e\u817e\u8baf\u7b49\u79d1\u6280\u5de8\u5934\u6b63\u52a0\u901f\u62bc\u6ce8\u8be5\u8def\u7ebf\uff0c\u8fd9\u4e00\u6280\u672f\u6f14\u8fdb\u6b63\u6df1\u523b\u91cd\u6784\u4ea7\u4e1a\u94fe\uff0c\u8d4b\u4e88\u4e86\u65e9\u671f\u5e03\u5c40\u8005\u6781\u9ad8\u7684\u6280\u672f\u6ea2\u4ef7\u3002\u5728AI\u4ea7\u4e1a\u6301\u7eed\u9ad8\u666f\u6c14\u53ca\u5de8\u5934\u79ef\u6781\u63a8\u8fdbNPO\u843d\u5730\u7684\u53cc\u91cd\u50ac\u5316\u4e0b\uff0c\u56fd\u5185\u5149\u901a\u4fe1\u9f99\u5934\u6709\u671b\u51ed\u501f\u5728\u9ad8\u901f\u4e92\u8054\u9886\u57df\u7684\u6df1\u539a\u79ef\u7d2f\u5360\u636e\u5148\u53d1\u4f18\u52bf\uff0c\u5b9e\u73b0\u4ef7\u503c\u91cf\u4e0e\u76c8\u5229\u80fd\u529b\u7684\u53cc\u5347\u3002\u7ef4\u6301\u901a\u4fe1\u884c\u4e1a\u201c\u5f3a\u4e8e\u5927\u5e02\u201d\u8bc4\u7ea7\u3002<\/p>\n<p>(\u6765\u6e90:\u5929\u5929\u57fa\u91d1\u7f51)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u4e2d\u4fe1\u8bc1\u5238\u7814\u62a5\u6307\u51fa\uff0c\u5f53\u524dAI\u7b97\u529b\u7f51\u7edc\u6b63\u7ecf\u5386\u5411\u5168\u5149\u4e92\u8054\u6f14\u8fdb\u7684\u5173\u952e\u671f\uff0cNPO\u6280\u672f\u51ed\u501f\u5728\u4fe1\u53f7\u5b8c\u6574\u6027\u3001\u529f\u8017\u53ca\u53ef\u7ef4\u62a4\u6027\u4e0a\u7684 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