{"id":742571,"date":"2026-03-11T15:47:35","date_gmt":"2026-03-11T07:47:35","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=742571"},"modified":"2026-03-11T15:47:35","modified_gmt":"2026-03-11T07:47:35","slug":"%e6%8b%bf%e5%91%bd%e5%8d%9a%e7%94%9f%e5%ad%98%ef%bc%8c%e7%94%b2%e9%aa%a8%e6%96%87ai%e6%b3%a8%e7%9c%9f%e8%b5%a2%e4%ba%86%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=742571","title":{"rendered":"\u62ff\u547d\u535a\u751f\u5b58\uff0c\u7532\u9aa8\u6587\u201cAI\u6ce8\u201d\u771f\u8d62\u4e86\uff1f"},"content":{"rendered":"<blockquote>\n<p>\u6587 | \u6d77\u8c5a\u7814\u7a76<\/p>\n<\/blockquote>\n<p>\u4f5c\u4e3a 4 \u5927\u4e91\u5de8\u5934\u4e2d\u6700\u53d7\u4e89\u8bae\u7684$\u7532\u9aa8\u6587(ORCL.US) \uff0c\u4eca\u65e9\u7f8e\u80a1\u76d8\u540e\u516c\u5e03\u4e86 3QF26 <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>\uff08\u622a\u6b62 2 \u6708\u5e95\uff09\u3002\u6574\u4f53\u6765\u770b\uff0c\u5f53\u5b63\u4e1a\u7ee9\u8868\u73b0\u540c\u6837\u662f\u6709\u597d\u6709\u574f\uff0c\u597d\u7684\u662f\u6570\u636e\u5e93\u548c\u7b97\u529b\u79df\u8d41\u4e3a\u4e3b\u7684 OCI \u4e1a\u52a1\u589e\u957f\u4f9d\u7136\u5f3a\u52b2\u4e14\u7ee7\u7eed\u63d0\u901f\uff1b\u574f\u7684\u662f\u5bf9\u6bdb\u5229\u7387\u7684\u538b\u5236\u6bd4\u9884\u671f\u66f4\u4e25\u91cd\uff0cCapex \u548c\u501f\u8d37\u89c4\u6a21\u4e5f\u8d85\u9884\u671f\u5feb\u901f\u722c\u5347\u3002<\/p>\n<p>\u56e0\u6b64\uff0c\u5f53\u5b63\u6574\u4f53\u8868\u73b0\u53ea\u80fd\u7b97\u662f\u4e2d\u6027\uff0c\u529f\u8fc7\u76f8\u62b5\u3002\u771f\u6b63\u63a8\u52a8\u516c\u53f8\u76d8\u540e\u4e0a\u6da8\u7684\u4eae\u70b9\uff0c\u662f\u516c\u53f8\u4e0a\u8c03\u4e86 27 \u5e74\u5168\u5e74\u7684\u6307\u5f15\uff0c\u4ece\u6b64\u524d\u7684 850 \u4ebf\u5230 900 \u4ebf\u3002\u5177\u4f53\u6765\u770b\uff1a<\/p>\n<p><strong>1\u3001\u6838\u5fc3\u4e1a\u52a1&mdash;OCI \u5982\u671f\u52a0\u901f\u589e\u957f\uff1a<\/strong>\u4e91\u677f\u5757\u4e0b<strong>IaaS \u7c7b OCI \u4e1a\u52a1\u672c\u5b63\u6536\u5165\u8fbe\u5230 48.9 \u4ebf\uff0c\u4e0d\u53d8<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%b1%87%e7%8e%87\" title=\"View all posts in \u6c47\u7387\" target=\"_blank\" class=\"tag_link\">\u6c47\u7387<\/a>\u4e0b\u589e\u957f 81%\uff0c\u8f83\u4e0a\u5b63\u7684 66% \u660e\u663e\u52a0\u901f\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u51c0\u589e\u989d\u540c\u6837\u73af\u6bd4\u5927\u6da8 36%\uff0c\u4e5f\u662f\u5386\u53f2\u65b0\u9ad8\u3002<\/p>\n<p>\u6e05\u6670\u53ef\u89c1\uff0c<strong>OCI \u4e1a\u52a1\u7684\u589e\u957f\u52bf\u5934\u8d8a\u6765\u8d8a\u5feb\uff0c<\/strong>\u662f\u4e00\u4e2a\u4e0d\u9519\u7684\u4fe1\u53f7\u3002\u4e0d\u8fc7\u56e0\u5e02\u573a\u9884\u671f\u4e5f\u5f88\u9ad8\uff0c<strong>\u53ea\u80fd\u7b97\u662f\u8fbe\u6807\u3001\u800c\u975e\u8d85\u9884\u671f\u7684\u597d\u8868\u73b0\u3002<\/strong><\/p>\n<p><strong>2\u3001AI \u4e1a\u52a1\u5bf9\u6bdb\u5229\u7387\u7684\u62d6\u7d2f\u6bd4\u9884\u671f\u8981\u4e25\u91cd\uff1a<\/strong>\u4f5c\u4e3a OCI \u52a0\u901f\u589e\u957f\u7684\u4f34\u751f\u5f71\u54cd\uff0c\u672c\u5b63<strong>\u4e91 + \u8f6f\u4ef6\u4e1a\u52a1\u5408\u8ba1\u7684\u6bdb\u5229\u7387<\/strong>\uff08\u4e0d\u5355\u72ec\u62c6\u5206\u62ab\u9732\uff09\uff0c<strong>\u672c\u5b63\u7ea6 68%<\/strong>\uff0c<strong>\u540c\u6bd4\u8dcc\u5e45\u8fbe\u5230 8pct\uff0c\u6bd4\u4e0a\u5b63\u7684 5.9pct \u8fdb\u4e00\u6b65\u6269\u5927\uff0c\u5dee\u4e8e\u5e02\u573a\u9884\u671f\u3002<\/strong><\/p>\n<p>\u5047\u8bbe\u8f6f\u4ef6\u4e1a\u52a1\u6bdb\u5229\u7387\u4e0d\u53d8\uff0c\u5219<strong>\u4e91\u4e1a\u52a1\u6574\u4f53\u6bdb\u5229\u7387\u53ef\u80fd\u5df2\u8dcc\u81f3 50% \u4ee5\u4e0b\uff0c\u5176\u4e2d OCI \u4e1a\u52a1\u7684\u6bdb\u5229\u7387\u5219\u53ef\u80fd\u4ec5 30% \u4e0a\u4e0b\u3002<\/strong><\/p>\n<p><strong>3\u3001\u9886\u5148\u6307\u6807\u589e\u957f &ldquo;\u4e2d\u573a\u4f11\u606f&rdquo;<\/strong>\uff1a\u53cd\u6620\u65b0\u589e\u8ba2\u5355\u9700\u6c42\u7684<strong>\u672a\u5c65\u7ea6\u5408\u540c\u4f59\u989d RPO\uff0c\u672c\u5b63\u73af\u6bd4\u51c0\u589e\u7ea6 300 \u4ebf\uff0c<\/strong>\u5728<strong>1Q \u7684\u5929\u91cf\u8ba2\u5355\u540e\uff0c\u8fd1\u4e24\u4e2a\u5b63\u5ea6\u65b0\u589e\u8ba2\u5355\u89c4\u6a21\u6301\u7eed\u73af\u6bd4\u8d70\u4f4e\uff0c\u4e0d\u518d\u6709\u5927\u60ca\u559c<\/strong>\u3002\u4e0d\u8fc7\u7edd\u5bf9\u6765\u770b\uff0c<strong>\u65b0\u589e\u7684\u4f53\u91cf\u5e76\u4e0d\u4f4e<\/strong>\uff0c<strong>\u4ecd\u76f8\u5f53\u4e8e\u672c\u5b63 OCI \u6536\u5165\u7684 6 \u500d\u3002<\/strong><\/p>\n<p><strong>4\u3001Capex \u52a0\u901f\u8d70\u9ad8\uff1a<\/strong>\u4f5c\u4e3a\u63a8\u52a8 OCI \u589e\u957f\u7684 &ldquo;\u524d\u7f6e\u6761\u4ef6&rdquo;\uff0c <strong>\u672c\u5b63 Capex \u652f\u51fa\u8fbe 186 \u4ebf<\/strong>\uff0c\u76f8\u6bd4\u4e0a\u5b63\u5ea6\u7684 120 \u4ebf\u3001<strong>\u5355\u5b63\u73af\u6bd4\u51c0\u589e\u989d\u518d<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%88%9b%e6%96%b0\" title=\"View all posts in \u521b\u65b0\" target=\"_blank\" class=\"tag_link\">\u521b\u65b0<\/a>\u9ad8<\/strong>\u3002<\/p>\n<p>\u672c\u5b63\u516c\u53f8\u7684<strong>Capex \u9996\u6b21\u8d85\u8fc7\u603b\u8425\u6536<\/strong>\uff0c<strong>\u81ea\u7531\u73b0\u91d1\u6d41\u5df2\u8fde\u7eed\u4e24\u4e2a\u5b63\u5ea6\u5355\u5b63\u6d41\u51fa\u767e\u4ebf\u4e0a\u4e0b\uff0c\u5982\u6b64\u9ad8\u989d\u73b0\u91d1\u6d41\u51fa\u4e0b\uff0c\u52bf\u5fc5\u8981\u5bf9\u5916\u8fdb\u884c\u5927\u91cf<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%9e%8d%e8%b5%84\" title=\"View all posts in \u878d\u8d44\" target=\"_blank\" class=\"tag_link\">\u878d\u8d44<\/a>\u3002<\/strong><\/p>\n<p>\u4e0d\u8fc7\u6309 26 \u5168\u5e74 500 \u4ebf\u7684 Capex \u6307\u5f15\uff0c\u4e0b\u5b63\u5ea6\u7684\u6295\u5165\u4f1a\u660e\u663e\u4e0b\u6ed1\u5230\u7ea6 120 \u4ebf\u3002<\/p>\n<p>5\u3001\u6b64\u524d\u5b98\u5ba3\u7684<strong>450~500 \u4ebf\u878d\u8d44\u8ba1\u5212\u4e2d\uff0c\u672c\u5b63\u5df2\u5b8c\u4e86\u7ea6 300 \u4ebf\uff0c\u5176\u4e2d\u65b0\u589e\u53d1\u503a\u7ea6 250 \u4ebf\u3001\u53d1\u884c\u4f18\u5148\u80a1\u7ea6 50 \u4ebf\u3002\u51c0\u6709\u606f\u8d1f\u503a\u6500\u5347\u5230\u4e86\u5f53\u524d\u7684 950 \u4ebf\uff0c\u51c0\u8d1f\u503a\/\u8d44\u4ea7\u6bd4\u4f8b\u4e3a 39%\u3002<\/strong><\/p>\n<p>\u5bf9\u5e94\u7684\uff0c<strong>\u672c\u5b63\u5229\u606f\u652f\u51fa\u8fbe 11.8 \u4ebf\uff0c\u540c\u6bd4\u663e\u8457\u8d70\u9ad8 32%\uff0c\u5360\u603b\u8425\u6536\u7684\u6bd4\u91cd\u4e5f\u73af\u6bd4\u63d0\u5347\u4e86\u7ea6 0.3pct\u3002<\/strong><\/p>\n<p><strong>6\u3001\u5176\u4ed6\u4e1a\u52a1\u6574\u4f53\u4f9d\u7136\u5e73\u6de1<\/strong>\uff1a\u9664 OCI \u4e1a\u52a1\u5916\uff0c\u4e91\u677f\u5757\u4e0b\u7684 SaaS \u4e1a\u52a1\u4e0d\u53d8\u6c47\u7387\u4e0b\u589e\u957f 11%\u3001\u548c\u4e0a\u5b63\u6301\u5e73\u3002\u800c\u4f20\u7edf\u8f6f\u4ef6\u548c\u786c\u4ef6\u4e1a\u52a1\u5254\u6c47\u7387\u5229\u597d\u540e\uff0c\u8425\u6536\u4ecd\u7136\u8fd1\u4e4e\u65e0\u589e\u957f\u3001\u4e43\u81f3\u5c0f\u5e45\u8d1f\u589e\u957f\uff0c\u6ca1\u6709\u8d77\u8272\u3002<\/p>\n<p>\u53ea\u6709\u54a8\u8be2\u4e1a\u52a1\uff0c\u7531\u4e8e\u4e91\u4e1a\u52a1\u7684\u5feb\u901f\u589e\u957f\u3001\u4e5f\u5e26\u6765\u4e86\u66f4\u591a\u7684\u90e8\u7f72\u7b49\u54a8\u8be2\u9700\u6c42\uff0c\u8425\u6536\u589e\u957f\u6301\u7eed\u63d0\u901f\u4e14\u672c\u5b63\u7a81\u7834 10%\uff0c\u8fd8\u7b97\u4e0d\u9519\u3002\u4f46\u4f53\u91cf\u4e0d\u5927\uff0c\u5f71\u54cd\u6709\u9650\u3002<\/p>\n<p><strong>7\u3001\u6574\u4f53\u4e1a\u7ee9\u8868\u73b0<\/strong><\/p>\n<p><strong>a.<\/strong> \u5728 OCI \u7684\u5e26\u52a8\u4e0b\uff0c<strong>\u672c\u5b63\u96c6\u56e2\u6574\u4f53\u8425\u6536\u589e\u901f\u4e5f\u6807\u5fd7\u6027\u7684\u7a81\u7834 20% \u7684\u5173\u5361\uff0c<\/strong>\u6709\u4e00\u5b9a\u6807\u5fd7\u6027\u610f\u4e49\u3002\u4e0d\u8fc7\uff0c<strong>\u5254\u9664\u6c47\u7387\u5229\u597d\u540e\u7684\u8425\u6536\u589e\u901f\u4e3a 18%\uff0c\u53ea\u662f\u548c\u6b64\u524d\u6307\u5f15\u4e0a\u9650\u76f8\u5f53\uff0c\u5e76\u4e0d\u7b97\u8d85\u9884\u671f\u3002<\/strong><\/p>\n<p>b. \u867d\u7136\u8f6f\u4ef6\/\u786c\u4ef6\u4e1a\u52a1\u6bdb\u5229\u7387\u5b9e\u9645\u5728\u6539\u5584\uff0c\u4f46\u7531\u4e8e OCI \u7684\u62d6\u7d2f\uff0c\u96c6\u56e2<strong>\u6574\u4f53\u6bdb\u5229\u7387\u8fd8\u662f\u540c\u6bd4\u8d70\u4f4e\u4e86\u7ea6 5.7pct \u5230 64.6%\uff0c\u660e\u663e\u4f4e\u4e8e\u5e02\u573a\u9884\u671f\u7684 67%\u3002<\/strong><\/p>\n<p>c. <strong>\u4e09\u9879\u5e38\u89c4\u7ecf\u8425\u6027\u652f\u51fa\uff0c\u672c\u5b63\u540c\u6bd4\u589e\u901f\u4ecd\u53ea\u6709 2.2%\uff0c\u660e\u663e\u4f4e\u4e8e\u5e02\u573a\u9884\u671f\u7684\u8fd1 6%\u3002<\/strong>\u53ef\u89c1<strong>OCI \u4e1a\u52a1\u7684\u589e\u957f\u548c\u6295\u5165\uff0c\u5bf9\u7ecf\u8425\u8d39\u7528\u652f\u51fa\u7684\u5f71\u54cd\u4e0d\u5927\u3002<\/strong><\/p>\n<p>\u53d7\u8d39\u7528\u63a7\u5236\u51fa\u8272\u7684\u5bf9\u51b2\uff0c<strong>\u672c\u5b63\u8c03\u6574\u540e\u7ecf\u8425\u5229\u6da6\u7387\u53ea\u540c\u6bd4\u8d70\u4f4e\u4e86 0.9pct\uff0c\u6bd4\u5e02\u573a\u9884\u671f\u53cd\u9ad8\u51fa\u7ea6 0.3pct\u3002<\/strong>\u6700\u7ec8<strong>\u8c03\u6574\u540e\u7ecf\u8425\u5229\u6da6 73.8 \u4ebf\uff0c\u540c\u6bd4\u589e\u957f 19%<\/strong>\uff0c\u53cd\u7565\u9ad8\u4e8e\u5e02\u573a\u9884\u671f\u3002<\/p>\n<p><strong>8\u3001\u4e1a\u7ee9\u6307\u5f15 -- \u77ed\u671f inline\uff0c\u4e2d\u671f\u4e0a\u8c03<\/strong>\uff1a\u5bf9\u4e0b\u5b63\u5ea6 4QF26 \u7684\u6307\u5f15\uff0c\u53ea\u770b\u4e0d\u53d8\u6c47\u7387\u4e0b\u7684\u6307\u5f15\u4e0a\u9650\uff0c\u9884\u671f\u603b\u8425\u6536\u540c\u6bd4\u589e\u957f 20%\uff0c\u4e91\u4e1a\u52a1\uff08IaaS+SaaS\uff09\u589e\u957f 48%\uff0c\u8c03\u6574\u540e\u644a\u8584 EPS \u589e\u957f 17%\u3002<\/p>\n<p><strong>\u8d8b\u52bf\u4e0a\uff0c\u516c\u53f8\u6307\u5f15\u4e0b\u5b63\u5ea6\u603b\u8425\u6536\u548c\u4e91\u4e1a\u52a1\u8425\u6536\u589e\u901f\u90fd\u7ee7\u7eed\u63d0\u901f\uff0c\u8c03\u6574\u540e\u5229\u6da6\u589e\u901f\u5219\u5927\u4f53\u6301\u5e73\u3002\u9884\u671f\u5dee\u89d2\u5ea6\uff0c\u6307\u5f15\u4e0a\u9650\u624d\u662f\u5e02\u573a\u9884\u671f\u3002<\/strong><\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/03\/2de3146fa723af3b3cdd67426624d2c7_1773211060.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x1395\/gravity\/center\/crop\/!1440x1395&ext=.jpeg\" width=\"1411\" height=\"1367\" alt=\"\u62ff\u547d\u535a\u751f\u5b58\uff0c\u7532\u9aa8\u6587\u201cAI\u6ce8\u201d\u771f\u8d62\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>\u6d77\u8c5a\u7814\u7a76\u89c2\u70b9\uff1a<\/strong><\/p>\n<p>1\u3001\u5728\u8ba8\u8bba\u672c\u5b63\u8868\u73b0\u597d\u574f\u4e4b\u524d\uff0c\u6d77\u8c5a\u541b\u5148\u7b80\u8981\u68b3\u7406\u4e0b\u5f53\u524d\u7532\u9aa8\u6587\u7684\u53d9\u4e8b\u548c\u903b\u8f91\uff0c\u4ece\u800c\u80fd\u66f4\u6709\u7684\u653e\u77e2\u5730\u5b9a\u4f4d\u4e1a\u7ee9\u4e2d\u503c\u5f97\u5173\u6ce8\u4e4b\u5904\u3002<\/p>\n<p>\u9996\u5148\u5927\u80cc\u666f\u662f\uff0c\u7532\u9aa8\u6587\u5254\u9664 OCI \u4e1a\u52a1 -- \u5373 IaaS \u4e91\u4e1a\u52a1\u5916\uff0c\u5269\u4e0b\u7684\u6240\u6709\u4f20\u7edf\u4e1a\u52a1\u90fd\u5df2\u5b8c\u5168\u6ca1\u6709\u6210\u957f\u6027\uff0c\u957f\u671f\u8425\u6536\u589e\u901f\u90fd\u53ea\u5f98\u5f8a\u5728\u96f6\u4e0a\u4e0b\u3001\u597d\u4e5f\u4e0d\u8fc7\u4e2a\u4f4d\u6570\u589e\u957f\u3002\u4e14\u5728\u5f53\u4e0b\uff0c\u548c\u5176\u4ed6\u8f6f\u4ef6\u516c\u53f8\u4e00\u6837\uff0c\u8fd9\u90e8\u5206\u4f20\u7edf\u4e1a\u52a1\u4e5f\u5b58\u5728\u88ab AI \u98a0\u8986\u7684<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>\u3002<\/p>\n<p>\u56e0\u6b64\uff0c<strong>OCI \u4e1a\u52a1\u53ef\u4ee5\u8bf4\u662f\u516c\u53f8\u7684\u552f\u4e00\u503c\u5f97\u5173\u6ce8\u7684\u677f\u5757<\/strong>\u3002\u91cd\u70b9\u5173\u6ce8<strong>OCI \u8425\u6536\u7684\u589e\u957f\u52a0\u901f\u60c5\u51b5\u3001\u4ee5\u53ca\u53cd\u6620\u65b0\u589e\u9700\u6c42\u7684\u672a\u5c65\u7ea6\u5408\u540c RPO \u589e\u957f\u3002<\/strong>\u867d\u7136<strong>\u5355\u5b63\u8425\u6536\u8868\u73b0\u5e76\u4e0d\u8db3\u4ee5\u8bc1\u660e\/\u8bc1\u4f2a\u516c\u53f8\u957f\u671f\u4e1a\u7ee9\u6307\u5f15\u5230\u5e95\u80fd\u4e0d\u80fd\u843d\u5730\uff0c\u4f46\u81f3\u5c11\u80fd\u53cd\u6620\u4e86\u77ed\u671f\u5185\u516c\u53f8\u7684\u6267\u884c\u529b\u548c\u4ea7\u80fd\u843d\u5730\u662f\u5426\u987a\u5229\u3002<\/strong><\/p>\n<p>\u7136\u800c\u9664\u4e86\u5e26\u6765\u5de8\u5927\u7684\u6f5c\u5728\u8425\u6536\u589e\u957f\u5916\uff0c\u5e02\u573a\u5f53\u524d\u6838\u5fc3\u5173\u6ce8\u7684\u53e6\u4e24\u4e2a\u95ee\u9898\uff0c\u4e00\u4e2a\u662f\u6602\u8d35\u7684 GPU \u548c\u5176\u4ed6 Capex \u6295\u5165\u4e0b\uff0c\u4e3b\u8981\u8d21\u732e\u589e\u91cf\u7684\u8425\u6536\u7684 OCI AI \u76f8\u5173\u4e1a\u52a1\u6bdb\u5229\u7387\u4f1a\u663e\u8457\u4f4e\u4e8e\u73b0\u6709\u4e1a\u52a1\u3002\u56e0\u800c--<strong>\u53e6\u4e00\u9700\u91cd\u70b9\u5173\u6ce8\u7684\u6307\u6807\u662f Cloud &amp; Software \u677f\u5757\u6bdb\u5229\u7387\u7684\u4e0b\u6ed1\u60c5\u51b5\uff0c\u4ece\u800c\u4ece\u4e2d\u4f30\u7b97 OCI \u4e1a\u52a1\u7684\u6bdb\u5229\u7387\u5230\u5e95\u6709\u591a\u4f4e\u548c\u53d8\u5316\u8d8b\u52bf\u3002<\/strong><\/p>\n<p>\u6700\u540e\u4e00\u70b9\u662f\uff0c\u7531\u4e8e\u516c\u53f8\u9700\u8981\u5927\u91cf\u4f9d\u8d56\u5916\u90e8\u878d\u8d44\u6765\u652f\u6491\u5176 OCI \u589e\u957f\u6240\u9700\u7684 Capex \u6295\u5165\uff0c\u56e0\u6b64<strong>\u9700\u8981\u5173\u6ce8\u7684\u4e00\u662f\u516c\u53f8\u80fd\u4e0d\u80fd\u591f\u878d\u8d44\u5230\u8db3\u591f\u7684\u8d44\u91d1\uff1f\u53e6\u4e00\u5219\u662f\uff0c\u65b0\u589e\u7684\u503a\u6743\/\u80a1\u6743\u878d\u8d44\u5bf9\u516c\u53f8\u7684\u8d44\u4ea7\u8d1f\u503a\u8868\u548c\u5229\u6da6\u8868\u4f1a\u6709\u591a\u5927\u7684\u5f71\u54cd\u3002<\/strong><\/p>\n<p><strong>2\u3001<\/strong>\u6839\u636e<strong>\u4ee5\u4e0a\u9700\u8981\u5173\u6ce8\u7684\u6838\u5fc3\u8981\u70b9\uff0c\u5bf9\u6bd4\u672c\u5b63\u5ea6\u5b9e\u9645\u8868\u73b0<\/strong>\uff0c\u53ef\u4ee5\u770b\u5230\uff1a<\/p>\n<p>a. OCI \u77ed\u671f\u589e\u957f\u548c\u4e0b\u5b63\u6307\u5f15\u9690\u542b\u589e\u901f\u90fd\u5927\u4f53\u7b26\u5408\u9884\u671f\uff0c\u5728\u9884\u671f\u5185\u7684\u8f68\u9053\u4e0a\u52a0\u901f\u589e\u957f\u3002\u65b0\u589e\u7684 RPO \u4e5f\u6ca1\u7279\u522b\u4eae\u70b9\uff1b<\/p>\n<p>b. \u5e02\u573a\u62c5\u5fe7\u7684 OCI \u4e1a\u52a1\u5bf9\u6bdb\u5229\u7387\u7684\u62d6\u7d2f\u786e\u5b9e\u5b58\u5728\uff0c\u4e14\u6bd4\u9884\u671f\u7684\u8fd8\u8981\u66f4\u4e25\u91cd\u4e9b\uff1b<\/p>\n<p>c. \u6700\u5dee\u7684\u60c5\u5f62&mdash;\u516c\u53f8\u53ef\u80fd\u65e0\u6cd5\u878d\u8d44\u7eed\u547d\u7684\u60c5\u666f\uff0c\u968f\u7740\u8fd1 500 \u4ebf\u878d\u8d44\u8ba1\u5212\u7684\u5ba3\u5e03\u3001\u548c\u672c\u5b63\u5df2\u5b8c\u6210 300 \u4ebf\u878d\u8d44\u7684\u843d\u5730\uff0c\u5df2\u88ab\u5ba3\u544a\u8bc1\u4f2a\u3002\u5f53\u524d\u7684\u5e02\u573a\u60c5\u7eea\u548c\u4fe1\u8d37\u73af\u5883\u6ca1\u90a3\u4e48\u5dee\u3002<\/p>\n<p>d. \u4f46\u662f\u9ad8\u4f01\u7684 Capex \u548c\u8d1f\u503a\uff0c\u5bfc\u81f4\u7684\u6bdb\u5229\u7387\u8d70\u4f4e\uff0c\u4ee5\u53ca\u5229\u606f\u8d39\u7528\u5360\u8425\u6536\/\u5229\u6da6\u6bd4\u91cd\u7684\u6301\u7eed\u3001\u5feb\u901f\u8d70\u9ad8\uff0c\u4e5f\u786e\u5b9e\u4f53\u73b0\u51fa\u4e86\u5176\u5bf9\u8d44\u4ea7\u8d1f\u503a\u548c\u5229\u6da6\u8868\u7684\u8d1f\u9762\u5f71\u54cd\u3002<\/p>\n<p><strong>\u6240\u4ee5\u6574\u4f53\u6765\u770b\uff0c\u672c\u6b21\u4e1a\u7ee9\u5e76\u975e\u4e00\u6b21\u6539\u53d8<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>\u903b\u8f91\u6216\u53d9\u4e8b\u7684\u5173\u952e\u62d0\u70b9\u3002\u65e0\u8bba\u662f\u5229\u591a\u903b\u8f91\u7684 OCI \u6210\u957f\u6027\uff0c\u8fd8\u662f\u5229\u7a7a\u903b\u8f91\u7684\u5229\u6da6\u4fb5\u8680\u3001\u8d1f\u503a\u538b\u529b\u8d70\u9ad8\uff0c\u8fd9\u4e24\u9762\u5df2\u6709\u903b\u8f91\u90fd\u5728\u672c\u5b63\u5f97\u5230\u4e86\u9a8c\u8bc1\u3002<\/strong><\/p>\n<p><strong>\u6700\u91cd\u8981\u7684\u53d8\u5316\u662f\uff0c\u516c\u53f8\u4e0a\u8c03\u4e86\u5bf9 27 \u5168\u5e74\u8425\u6536\u6307\u5f15\uff0c\u4ece\u6b64\u524d\u7684 850 \u4ebf\u5230 900 \u4ebf\uff0c\u9690\u542b 27 \u8d22\u5e74\u603b\u8425\u6536\u540c\u6bd4\u589e\u957f\u5c06\u52a0\u901f\u5230\u7ea6 34%\u3002\u8fd9\u4e2a\u4fe1\u53f7\u7684\u610f\u4e49\u662f\uff0c\u4e2d\u671f\u5185\u4ea7\u80fd\u843d\u5730\u901f\u5ea6\u548c\u8fdb\u5c55\u6bd4\u9884\u671f\u66f4\u597d\uff0c\u63d0\u9ad8\u4e86 2030 \u8d22\u5e74\u957f\u671f\u6307\u5f15\u5982\u671f\u843d\u5730\u7684\u53ef\u89c1\u5ea6\u3002<\/strong><\/p>\n<p><strong>3\u3001<\/strong>\u957f\u6865\u6d77\u8c5a\u541b\u8ba4\u4e3a\uff0c\u7532\u9aa8\u6587\u540e\u7eed\u7684\u589e\u957f\u6f5c\u529b\u4e0e\u5e02\u573a\u4e89\u8bae\uff0c\u5747\u96c6\u4e2d\u5728 IaaS \u4e1a\u52a1\u5c24\u5176\u662f OCI AI \u76f8\u5173\u4e1a\u52a1\u4e0a\u3002<\/p>\n<p>\u4f20\u7edf\u4e1a\u52a1\uff08\u8f6f\u4ef6\u3001\u786c\u4ef6\u3001\u670d\u52a1\u53ca\u4e91\u677f\u5757\u4e0b SaaS\u3001OCI \u975e AI \u90e8\u5206\uff09\u4ecd\u5c06\u7ef4\u6301\u4f4e\u4e2a\u4f4d\u6570\u589e\u957f\uff0c\u5373\u4fbf\u6ca1\u6709 AI \u9700\u6c42\u8d21\u732e\uff0cOCI \u975e AI \u90e8\u5206\u4e5f\u80fd\u4fdd\u6301\u8f83\u9ad8\u589e\u901f\uff1b\u800c OCI AI \u4e1a\u52a1\u7684\u6210\u8d25\u5219\u51b3\u5b9a\u4e86\u516c\u53f8\u540e\u7eed\u8d70\u52bf\uff0c\u82e5 AI \u4e1a\u52a1\u65e0\u6cd5\u6309\u6307\u5f15\u5151\u73b0\uff0c\u516c\u53f8\u5f53\u524d\u5e02\u503c\u96be\u4ee5\u4ec5\u9760\u4f20\u7edf\u4e1a\u52a1\u652f\u6491\uff0c\u53ef\u80fd\u9762\u4e34\u56de\u8c03\u538b\u529b\uff1b\u82e5 AI \u4e1a\u52a1\u987a\u5229\u843d\u5730\uff0c\u5219\u5e02\u573a\u5f53\u524d\u5b9a\u4ef7\u76f8\u5bf9\u5408\u7406\uff0c\u6709\u671b\u8fce\u6765\u4e1a\u52a1\u5c42\u9762\u7684\u4fee\u590d\u4e0e\u56de\u5347\u3002<\/p>\n<p><strong>\u4ee5\u4e0b\u4e3a\u6838\u5fc3\u4e1a\u7ee9\u56fe\u8868\u548c\u4e1a\u52a1\u7b80\u8981\u4ecb\u7ecd\uff1a<\/strong><\/p>\n<h3><strong>\u4e00\u3001\u7532\u9aa8\u6587\u4e1a\u52a1 &amp; \u8425\u6536\u5206\u7c7b\u4ecb\u7ecd<\/strong><\/h3>\n<p>\u4f5c\u4e3a\u4e00\u4e2a\u4e0a\u4e16\u7eaa 80 \u5e74\u4ee3\u5c31\u5df2\u6210\u7acb\u7684\u8f6f\u4ef6\u4e1a &ldquo;\u8001\u5175&rdquo;\uff0c\u7532\u9aa8\u6587\u5386\u53f2\u4e0a\u7684\u6838\u5fc3\u4e1a\u52a1\u4e3b\u8981\u662f\u6570\u636e\u5e93\u548c\u8f6f\u4ef6\u670d\u52a1\uff08\u4f20\u7edf\u8bb8\u53ef\u8bc1\u6a21\u5f0f\uff09\u3002\u4f46\u8fd1\u5e74\u6765\uff0c\u968f\u7740\u516c\u53f8\u7684\u4e91\u8f6c\u578b\u52aa\u529b\u4ee5\u53ca AI \u7684\u7206\u53d1\uff0c<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%ba%91%e6%9c%8d%e5%8a%a1\" title=\"View all posts in \u4e91\u670d\u52a1\" target=\"_blank\" class=\"tag_link\">\u4e91\u670d\u52a1<\/a>\u5df2\u540e\u6765\u5c45\u4e0a\uff0c\u6210\u4e3a\u6700\u91cd\u8981&amp;\u6700\u53d7\u5173\u6ce8\u7684\u677f\u5757\u3002<\/p>\n<p>\u56e0\u6b64\uff0c26 \u65b0\u8d22\u5e74\u4ee5\u6765\uff0c\u516c\u53f8\u521a\u521a\u8c03\u6574\u4e86\u8d22\u62a5\u62ab\u9732\u7684\u53e3\u5f84\uff0c<strong>\u628a\u4e1a\u52a1\u548c\u8425\u6536\u66f4\u6e05\u6670\u7684\u5206\u4e3a\u4e91\u4e1a\u52a1\uff08Cloud\uff09\uff0c\u8f6f\u4ef6\uff08Software\uff09\uff0c\u786c\u4ef6\uff08Hardware\uff09\u548c\u670d\u52a1\uff08Service\uff09\u56db\u5927\u677f\u5757<\/strong>\uff0c<\/p>\n<p>\u66f4\u8fdb\u4e00\u6b65\u770b\uff1a<\/p>\n<p><strong>a. \u4e91\u4e1a\u52a1<\/strong>\uff1a\u53ef\u8fdb\u4e00\u6b65<strong>\u7ec6\u5206\u4e3a IaaS \u7c7b\u7684 OCI \u548c SaaS \u7c7b\u7684 OCA \u4e24\u6761\u4e1a\u52a1\u7ebf<\/strong>\u3002\u5176\u4e2d OCA \u4e3b\u8981\u5305\u62ec SaaS \u5316\u7684 ERP\/CRM\/ERP \u7b49\u901a\u7528\u7ba1\u7406\u5de5\u5177\uff0c\u548c\u4e00\u4e9b\u5782\u7c7b\u884c\u4e1a\u5de5\u5177\u3002\u800c<strong>OCI \u5219\u4e3b\u8981\u5305\u62ec\u516c\u53f8\u7279\u8272\u7684\u6570\u636e\u5e93\u670d\u52a1\u548c\u7b97\u529b\u79df\u8d41\u4e1a\u52a1\u3002<\/strong><\/p>\n<p><strong>\u65e9\u5e74 OCA \u5728\u4e91\u677f\u5757\u4e2d\u7684\u5360\u6bd4\u66f4\u9ad8\uff0c\u8fd1 1~2 \u5e74\u9ad8\u901f\u589e\u957f\u4e0b OCI \u7684\u5360\u6bd4\u5df2\u9010\u6b65\u53cd\u8d85 OCA\u3002<\/strong><\/p>\n<p><strong>b. \u8f6f\u4ef6<\/strong>\uff1a\u5373\u7531\u5ba2\u6237\u81ea\u884c\u90e8\u7f72\u548c\u7ba1\u7406\u7684\u4f20\u7edf\u8f6f\u4ef6\u4e1a\u52a1\uff0c<strong>\u516c\u53f8\u539f\u672c\u6536\u5165\u5360\u6bd4\u6700\u5927\u7684\u677f\u5757\uff0c\u4f46\u5df2\u88ab\u4e91\u677f\u5757\u53cd\u8d85<\/strong>\u3002<\/p>\n<p>\u53ef\u5206\u4e3a\u4e24\u4e2a\u4e3b\u8981\u90e8\u5206--<strong>\u4e00\u6b21\u6027\u7684\u8bb8\u53ef\u6743\u9500\u552e\u6536\u5165<\/strong>\uff08Software License\uff09\u548c\u4f34\u751f\u7684<strong>\u6301\u7eed\u6027\u670d\u52a1\u652f\u6301\u6536\u5165<\/strong>\uff08Software Support\uff09\uff0c\u5982\u63d0\u4f9b\u4f7f\u7528\u652f\u6301\u548c\u65e5\u5e38\u66f4\u65b0\u7ef4\u62a4\u7b49\u3002<\/p>\n<p><strong>c. \u786c\u4ef6<\/strong>\uff1a\u548c\u8f6f\u4ef6\u4e1a\u52a1\u7c7b\u4f3c\uff0c\u4e5f\u5305\u62ec\u4e00\u6b21\u6027\u7684\u670d\u52a1\u5668\u7b49\u786c\u4ef6\u548c\u9500\u552e\u6536\u5165\uff0c\u4ee5\u53ca\u4f34\u751f\u7684\u786c\u4ef6\u7ef4\u62a4&amp;\u652f\u6301\u6536\u5165\uff0c<strong>\u6536\u5165\u5360\u6bd4\u6700\u5c11\u3002<\/strong><\/p>\n<p><strong>d. \u670d\u52a1<\/strong>\uff1a\u4e0a\u8ff0\u8f6f\u786c\u4ef6\u4e1a\u52a1\u4e4b\u5916\u7684\u5176\u4ed6\u670d\u52a1\u4e1a\u52a1\uff0c\u5305\u62ec\u54a8\u8be2\u670d\u52a1\u3001\u6216\u5176\u4ed6\u5b9a\u5236\u6027\u670d\u52a1\uff0c\u8fd1\u51e0\u5e74\u6536\u5165\u5360\u6bd4\u5728\u9ad8\u4e2a\u4f4d\u6570%\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/03\/0f7bf804ceb5d9f2f3e1a79e96e8ed74_1773211061.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x487\/gravity\/center\/crop\/!1440x487&ext=.jpeg\" width=\"1334\" height=\"452\" alt=\"\u62ff\u547d\u535a\u751f\u5b58\uff0c\u7532\u9aa8\u6587\u201cAI\u6ce8\u201d\u771f\u8d62\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<h3><strong>\u4e8c\u3001\u6838\u5fc3\u5173\u6ce8\uff1aOCI \u8868\u73b0\u60c5\u51b5<\/strong><\/h3>\n<p><strong>1\u3001\u6700\u6838\u5fc3\u4e1a\u52a1&mdash;OCI \u589e\u957f\u5982\u671f\u6301\u7eed\u52a0\u901f<\/strong><\/p>\n<p>\u6700\u91cd\u8981\u7684\u6838\u5fc3\u4e1a\u52a1&mdash;\u4e91\u677f\u5757\u4e0b\u7684<strong>IaaS \u7c7b OCI \u4e1a\u52a1\u672c\u5b63\u8425\u6536\u8fbe\u5230 48.9 \u4ebf\uff0c\u5254\u9664\u6c47\u7387\u5229\u597d\u540e\uff0c\u540c\u6bd4\u589e\u901f\u8fbe 81%\uff0c\u8f83\u4e0a\u5b63\u7684 66% \u660e\u663e\u52a0\u901f\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u51c0\u589e\u989d\u7ea6 22.4 \u4ebf\uff0c\u6bd4\u4e0a\u5b63\u5927\u5e45\u63d0\u5347\u4e86\u8fd1 36%\u3002<\/p>\n<p>\u6e05\u6670\u53ef\u89c1\uff0c<strong>OCI \u4e1a\u52a1\u7684\u589e\u957f\u52bf\u80fd\u5728\u6301\u7eed\u52a0\u901f\uff0c\u8d8a\u6765\u8d8a\u5feb\uff0c<\/strong>\u662f\u4e00\u4e2a\u4e0d\u9519\u7684\u4fe1\u53f7\u3002\u4e0d\u8fc7\u5e02\u573a\u9884\u671f\u7684\u589e\u901f\u540c\u6837\u662f 81%\uff0c<strong>\u6ca1\u6709\u9884\u671f\u5dee\u3002<\/strong><\/p>\n<p>\u4e91\u677f\u5757\u4e0b\u7684 SaaS \u7c7b\u4e1a\u52a1\u8425\u6536\u672c\u5b63\u5219\u540c\u6bd4\u589e\u957f 13%\uff0c\u770b\u4f3c\u73af\u6bd4\u7565\u6709\u63d0\u901f\uff0c\u4f46\u5b8c\u5168\u662f\u6c47\u7387\u5229\u597d\u5f71\u54cd\u3002\u5b9e\u9645\u4e0d\u53d8\u6c47\u7387\u4e0b\u589e\u901f\u6301\u5e73\uff0c\u4e14\u7edd\u5bf9\u589e\u901f\u4e5f\u4e00\u822c\uff0c\u6ca1\u770b\u70b9\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/03\/74da03753806bba464fc14497321b38f_1773211061.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x723\/gravity\/center\/crop\/!1440x723&ext=.jpeg\" width=\"1085\" height=\"545\" alt=\"\u62ff\u547d\u535a\u751f\u5b58\uff0c\u7532\u9aa8\u6587\u201cAI\u6ce8\u201d\u771f\u8d62\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>2\u3001AI \u4e1a\u52a1\u5bf9\u6bdb\u5229\u7387\u62d6\u7d2f\u6bd4\u9884\u60f3\u66f4\u4e25\u91cd<\/strong><\/p>\n<p>\u4f46\u4f34\u968f\u7740 OCI \u7684\u4f53\u91cf\u52a0\u901f\u589e\u957f\uff0c\u5176\u5bf9\u6bdb\u5229\u7387\u7684\u62d6\u7d2f\u4e5f\u8d8a\u53d1\u660e\u663e\u3002\u672c\u5b63<strong>\u4e91 + \u8f6f\u4ef6\u4e1a\u52a1\u5408\u8ba1\u7684\u6bdb\u5229\u7387<\/strong>\uff08\u516c\u53f8\u4e0d\u5355\u72ec\u62c6\u5206\u62ab\u9732\uff09\uff0c<strong>\u672c\u5b63\u7ea6 68%<\/strong>\uff0c<strong>\u540c\u6bd4\u8dcc\u5e45\u8fbe\u5230 8pct\uff0c\u6bd4\u4e0a\u5b63\u7684 5.9pct \u8fdb\u4e00\u6b65\u6269\u5927\uff0c\u4e14\u6bd4\u5e02\u573a\u9884\u671f\u7684\u4e5f\u66f4\u5dee\u3002<\/strong><\/p>\n<p>\u5047\u8bbe\u8f6f\u4ef6\u4e1a\u52a1\u6bdb\u5229\u7387\u4e0d\u53d8\uff0c<strong>\u4e91\u4e1a\u52a1\u6574\u4f53\u6bdb\u5229\u7387\u53ef\u80fd\u5df2\u8dcc\u81f3 50% \u4ee5\u4e0b\uff0c\u800c OCI \u4e1a\u52a1\u7684\u6bdb\u5229\u7387\u7ed3\u5408\u5356\u65b9\u9884\u671f\uff0c\u5219\u53ef\u80fd\u4ec5 30% \u4e0a\u4e0b\u3002<\/strong><\/p>\n<p>\u5728\u5e02\u573a\u4e0a\u5bf9\u9ad8\u589e\u7684 OCI \u4e1a\u52a1\u7684\u4e3b\u8981\u62c5\u5fe7\u662f\u589e\u957f\u8d8a\u5feb\uff0c\u5bf9\u6bdb\u5229\u7387\u62d6\u7d2f\u8d8a\u4e25\u91cd\uff0c\u672c\u6b21\u8d22\u62a5\u662f\u5f3a\u5316\u800c\u975e\u7f13\u89e3\u4e86\u8be5\u62c5\u5fe7\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/03\/04dd3487eefb1eaa3b4fe146a6a50a64_1773211061.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x716\/gravity\/center\/crop\/!1440x716&ext=.jpeg\" width=\"916\" height=\"456\" alt=\"\u62ff\u547d\u535a\u751f\u5b58\uff0c\u7532\u9aa8\u6587\u201cAI\u6ce8\u201d\u771f\u8d62\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>3\u3001\u9886\u5148\u6307\u6807 &ndash;RPO \u589e\u957f &ldquo;\u4e2d\u573a\u4f11\u606f\u4e2d&rdquo;\uff1f<\/strong><\/p>\n<p>\u5f53\u524d\u8425\u6536\u589e\u957f\u5b9e\u9645\u53cd\u6620\u7684\u662f\u4ea7\u80fd\u843d\u5730\u901f\u5ea6\uff0c\u800c\u53cd\u6620\u65b0\u589e\u9700\u6c42\u7684<strong>\u672a\u5c65\u7ea6\u5408\u540c\u4f59\u989d\uff0c\u672c\u5b63\u8fbe\u5230 5530 \u4ebf\uff0c\u73af\u6bd4\u51c0\u589e\u7ea6 300 \u4ebf\u3002<\/strong><\/p>\n<p>\u8d8b\u52bf\u4e0a\uff0c\u5728<strong>\u4e00\u5b63\u5ea6\u5929\u91cf\u8ba2\u5355\uff0c\u6700\u8fd1\u4e24\u4e2a\u5b63\u5ea6\u65b0\u589e\u8ba2\u5355\u89c4\u6a21\u6301\u7eed\u8d70\u4f4e\uff0c<\/strong>\u770b\u8d77\u6765\u6709\u4e9b &ldquo;\u6c89\u5bc2&rdquo;\u3002\u4e0d\u8fc7<strong>\u65b0\u589e\u7684\u7edd\u5bf9\u4f53\u91cf\u5e76\u4e0d\u4f4e<\/strong>\uff0c<strong>\u76f8\u5f53\u4e8e\u672c\u5b63\u786e\u8ba4 OCI \u6536\u5165\u7684 6 \u500d\u3002<\/strong>\u4e00\u4e2a\u5b63\u5ea6\u65b0\u589e\u4e86\u5f53\u524d\u4e00\u5e74\u534a\u7684 OCI \u6536\u5165\u3002<\/p>\n<p>\u672c\u6b21\u516c\u53f8\u6ca1\u6709\u5177\u4f53\u62ab\u9732<strong>\u65b0\u589e\u8ba2\u5355<\/strong>\u6765\u81ea\u54ea\u4e2a\u5ba2\u6237\uff0c\u4f46<strong>\u4ecd\u662f\u6765\u81ea\u5927\u989d\u7684 AI \u4e1a\u52a1\u3002<\/strong>\u4e14\u7279\u522b<strong>\u5f3a\u8c03\u516c\u53f8\u81ea\u8eab\u65e0\u9700\u4e3a\u8be5\u8ba2\u5355\u65b0\u589e\u878d\u8d44\u6216 Capex\u3002\u5ba2\u6237\u8981\u4e48\u662f\u81ea\u8eab\u8d2d\u4e70\u597d\u4e86 GPU\uff0c\u8981\u4e48\u662f\u63d0\u4f9b\u7684\u9884\u4ed8\u6b3e\u8db3\u591f\u8986\u76d6 GPU \u8d2d\u4e70\u6210\u672c\u3002<\/strong><\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/03\/8f89f195e258b67d34e316bc683274b6_1773211061.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x702\/gravity\/center\/crop\/!1440x702&ext=.jpeg\" width=\"1109\" height=\"541\" alt=\"\u62ff\u547d\u535a\u751f\u5b58\uff0c\u7532\u9aa8\u6587\u201cAI\u6ce8\u201d\u771f\u8d62\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<h3><strong>\u4e09\u3001Capex \u548c\u8d1f\u503a\u6295\u5165\u540c\u6837\u5feb\u901f\u62c9\u5347<\/strong><\/h3>\n<p>\u4f34\u968f OCI \u8425\u6536\u589e\u957f\u3001\u4ea7\u80fd\u52a0\u901f\u843d\u5730\uff0c\u5bf9\u5e94\u7740\u7684<strong>\u516c\u53f8\u7684 Capex \u6295\u5165\u548c\u878d\u8d44\u9700\u6c42\u4e5f\u5728\u5feb\u901f\u62c9\u5347\u3002<\/strong><\/p>\n<p><strong>\u672c\u5b63 Capex \u652f\u51fa\u8fbe 186 \u4ebf\uff08vs \u672c\u5b63\u6536\u5165\u52c9\u5f3a\u8d85 170 \u4ebf\uff09<\/strong>\uff0c\u8f83\u4e0a\u5b63\u5ea6 120 \u4ebf\u53c8\u6709\u5927\u5e45\u5ea6\u7684\u589e\u957f\uff0c<strong>\u5355\u5b63\u73af\u6bd4\u51c0\u589e\u989d\u4e5f\u521b\u65b0<\/strong>\u9ad8\u3002<\/p>\n<p>\u5e76\u4e14\u672c\u5b63\u7684 Capex \u603b\u989d\u4e5f\u9996\u6b21\u9ad8\u8fc7\u4e86\u516c\u53f8\u672c\u5b63\u7684\u603b\u8425\u6536\u989d\uff0c\u867d\u7136\u53e6\u4e00\u65b0\u4e91 CoreWeave \u7684\u60c5\u51b5\u7c7b\u4f3c\u3002\u4f46\u6bd5\u7adf Oralce \u662f\u4e2a\u6709\u53e6\u4e00\u534a\u6536\u5165\u6765\u81ea\u4f20\u7edf\u4e1a\u52a1\u7684\u8001\u9f99\u5934\u516c\u53f8\uff0c\u8fd8\u662f\u975e\u5e38\u7f55\u89c1\u7684\u73b0\u8c61\u3002<\/p>\n<p>\u73b0\u91d1\u6d41\u4e0a\uff0c\u7531\u4e8e\u7ecf\u8425\u65b0\u73b0\u91d1\u6d41\u589e\u957f\u6709\u9650\uff08\u540c\u6bd4 +20%\uff09\u672c\u5b63\u7ea6 71 \u4ebf\uff0c\u800c Capex \u6301\u7eed\u7206\u62c9\uff0c<strong>\u516c\u53f8\u5df2\u8fde\u7eed\u4e24\u4e2a\u5b63\u5ea6\u81ea\u7531\u73b0\u91d1\u6d41\u4e3a\u8d1f 100 \u4ebf\u4e0a\u4e0b\u3002<\/strong><\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/03\/ce7c9ace7202784cd503e68de1f67532_1773211062.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x744\/gravity\/center\/crop\/!1440x744&ext=.jpeg\" width=\"1016\" height=\"525\" alt=\"\u62ff\u547d\u535a\u751f\u5b58\uff0c\u7532\u9aa8\u6587\u201cAI\u6ce8\u201d\u771f\u8d62\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/03\/b6970606ca1ff4c55fe46b6314c27d99_1773211063.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x789\/gravity\/center\/crop\/!1440x789&ext=.jpeg\" width=\"1074\" height=\"589\" alt=\"\u62ff\u547d\u535a\u751f\u5b58\uff0c\u7532\u9aa8\u6587\u201cAI\u6ce8\u201d\u771f\u8d62\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p>\u4e3a\u4e86\u652f\u6491\u9ad8\u989d\u4e14\u5feb\u901f\u62c9\u5347\u7684\u8d44\u672c\u652f\u51fa\uff0c\u622a\u81f3\u672c\u5b63\u516c\u53f8\u5b98\u5ba3<strong>\u5df2\u5b8c\u6210\u4e86 450~500 \u4ebf\u878d\u8d44\u8ba1\u5212\u4e2d\u7684\u7ea6 300 \u4ebf\uff0c\u5176\u4e2d\u65b0\u589e\u53d1\u503a\u7ea6 250 \u4ebf\u3001\u53d1\u884c\u4f18\u5148\u80a1\u7ea6 50 \u4ebf\u3002\u51c0\u6709\u606f\u8d1f\u503a\u4ece 25 \u8d22\u5e74\u5e95\u7684\u7ea6 810 \u4ebf\uff0c\u6500\u5347\u5230\u4e86\u5f53\u524d\u7684 950 \u4ebf\uff0c\u51c0\u8d1f\u503a\/\u8d44\u4ea7\u6bd4\u4f8b\u4e3a 39%\u3002<\/strong><\/p>\n<p>\u4f5c\u4e3a\u4ee3\u4ef7\uff0c<strong>\u672c\u5b63\u5229\u606f\u652f\u51fa\u8fbe 11.8 \u4ebf\uff0c\u540c\u6bd4\u663e\u8457\u8d70\u9ad8 32%\uff0c\u5360\u603b\u8425\u6536\u7684\u6bd4\u91cd\u4e5f\u73af\u6bd4\u63d0\u5347\u4e86\u7ea6 0.3pct\u3002<\/strong><\/p>\n<p>\u516c\u53f8\u5728\u6b64\u6b21\u878d\u8d44\u540e\uff0c\u5f53\u524d\u8d26\u4e0a\u6709\u7ea6 380 \u4ebf\u73b0\u91d1\uff08\u5176\u4e2d\u7ea6 100 \u4ebf\u6309\u6b64\u524d\u4e60\u60ef\u9700\u4e3a\u65e5\u5e38\u8fd0\u8425\u4fdd\u7559\uff09\uff0c\u6309\u5f53\u524d\u70e7\u94b1\u901f\u5ea6\u6700\u591a\u652f\u6491\u4e24\u4e2a\u5b63\u5ea6\uff0c\u540e\u7eed\u516c\u53f8\u52bf\u5fc5\u4f1a\u7ee7\u7eed\u878d\u8d44\uff08500 \u4ebf\u878d\u8d44\u8ba1\u5212\u4e2d\uff0c\u8fd8\u6709\u7ea6 250 \u4ebf\u7684\u53d1\u65b0\u80a1\u878d\u8d44\u5c1a\u672a\u6267\u884c\uff09\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/03\/399188dfead997317764d28f6761adda_1773211063.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x746\/gravity\/center\/crop\/!1440x746&ext=.jpeg\" width=\"1019\" height=\"528\" alt=\"\u62ff\u547d\u535a\u751f\u5b58\uff0c\u7532\u9aa8\u6587\u201cAI\u6ce8\u201d\u771f\u8d62\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/03\/44af52abfee99dbcb3fd3edb80c855a3_1773211063.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x679\/gravity\/center\/crop\/!1440x679&ext=.jpeg\" width=\"1057\" height=\"499\" alt=\"\u62ff\u547d\u535a\u751f\u5b58\uff0c\u7532\u9aa8\u6587\u201cAI\u6ce8\u201d\u771f\u8d62\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<h3><strong>\u56db\u3001\u5176\u4ed6\u677f\u5757\u4f9d\u7136\u5927\u4f53\u5e73\u6de1<\/strong><\/h3>\n<p>\u9664\u4e86\u4e91\u4e1a\u52a1\u4e4b\u5916\uff0c\u516c\u53f8\u5176\u4ed6\u4e09\u5927\u677f\u5757\u4e1a\u52a1\u7684\u589e\u957f\u4f9d\u7136\u662f &ldquo;\u5e73\u6de1\u5982\u6c34&rdquo;\uff0c\u4ec5\u5c0f\u4f53\u91cf\u7684<strong>\u54a8\u8be2\u4e1a\u52a1\u589e\u957f\u6709\u6301\u7eed\u52a0\u901f\uff0c\u4e14\u5df2\u7a81\u7834 10% \u7684\u589e\u901f\uff0c\u786e\u5b9e\u6709\u6539\u5584\u8ff9\u8c61<\/strong>\uff0c\u56e0\u4e91\u4e1a\u52a1\u52a0\u901f\u589e\u957f\uff0c\u968f\u4e4b\u4e5f\u5e26\u6765\u4e86\u66f4\u591a\u7684\u54a8\u8be2\u9700\u6c42\u3002<\/p>\n<p><strong>\u800c\u4f20\u7edf\u8f6f\u4ef6\u670d\u52a1\u548c\u786c\u4ef6\u9500\u552e\u589e\u901f\uff0c\u5728\u5254\u9664\u6c47\u7387\u5229\u597d\u540e\uff0c\u771f\u5b9e\u8425\u6536\u4f9d\u7136\u662f\u540c\u6bd4\u57fa\u672c\u505c\u6ede\u3002<\/strong><\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/03\/215f65891b6676dec60d1b8086df4a55_1773211063.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x678\/gravity\/center\/crop\/!1440x678&ext=.jpeg\" width=\"1080\" height=\"509\" alt=\"\u62ff\u547d\u535a\u751f\u5b58\uff0c\u7532\u9aa8\u6587\u201cAI\u6ce8\u201d\u771f\u8d62\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/03\/b03e1be114ddfe6bb7b35c9c957e3265_1773211063.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x685\/gravity\/center\/crop\/!1440x685&ext=.jpeg\" width=\"1080\" height=\"514\" alt=\"\u62ff\u547d\u535a\u751f\u5b58\uff0c\u7532\u9aa8\u6587\u201cAI\u6ce8\u201d\u771f\u8d62\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<h3><strong>\u4e94\u3001\u6574\u4f53\u4e1a\u7ee9\u8868\u73b0<\/strong><\/h3>\n<p><strong>1\u3001\u603b\u6536\u5165\u589e\u901f\u7834 20%<\/strong><\/p>\n<p>\u6c47\u603b 4 \u5927\u677f\u5757\u4e1a\u52a1\uff0c\u867d\u7136\u4f20\u7edf\u4e1a\u52a1\u4f9d\u7136\u6ca1\u6709\u8d77\u8272\uff0c\u4f46\u5728\u9ad8\u901f\u589e\u957f\u7684 OCI \u4e1a\u52a1\u5e26\u52a8\u4e0b\uff0c<strong>\u672c\u5b63\u96c6\u56e2\u6574\u4f53\u8425\u6536\u589e\u901f\u4e5f\u6807\u5fd7\u6027\u7a81\u7834 20% \u7684\u5173\u5361\uff0c<\/strong>\u5728\u4e0d\u5c11\u5934\u90e8\u5356\u65b9\u770b\u6765\u5177\u6709\u6807\u5fd7\u6027\u610f\u4e49\u3002<\/p>\n<p>\u5254\u9664\u6c47\u7387\u5229\u597d\u56e0\u7d20\u540e\uff0c<strong>\u4e0d\u53d8\u6c47\u7387\u8425\u6536\u589e\u901f\u4e3a 18%\uff0c\u53ea\u662f\u548c\u6b64\u524d\u6307\u5f15\u4e0a\u9650\u76f8\u5f53\uff0c\u5e76\u4e0d\u7b97\u8d85\u9884\u671f\u3002<\/strong><\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/03\/1de4fee61cb06a4aaec75c09abfcf9c0_1773211064.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x770\/gravity\/center\/crop\/!1440x770&ext=.jpeg\" width=\"912\" height=\"488\" alt=\"\u62ff\u547d\u535a\u751f\u5b58\uff0c\u7532\u9aa8\u6587\u201cAI\u6ce8\u201d\u771f\u8d62\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>2\u3001\u6574\u4f53\u6bdb\u5229\u7387\u627f\u538b\u4e0b\u6ed1<\/strong><\/p>\n<p>\u867d\u7136<strong>\u672c\u5b63\u786c\u4ef6\u548c\u670d\u52a1\u677f\u5757\u7684\u6bdb\u5229\u7387\u662f\u540c\u6bd4\u8d70\u9ad8\u7684<\/strong>\uff0c\u4f46\u7740\u4e24\u5757\u4e1a\u52a1\u5360\u6bd4\u6709\u9650\uff0c\u53d7\u5173\u952e\u7684 OCI \u4e1a\u52a1\u7684\u62d6\u7d2f\uff0c\u672c\u5b63\u96c6\u56e2<strong>\u6574\u4f53\u6bdb\u5229\u7387\u4e5f\u540c\u6bd4\u8d70\u4f4e\u4e86\u7ea6 5.7pct\uff0c\u5230 64.6%\uff0c\u660e\u663e\u4f4e\u4e8e\u5e02\u573a\u9884\u671f\u7684 67%\u3002<\/strong>\u53ef\u89c1 OCI \u4e1a\u52a1\u5bf9\u6574\u7406\u6bdb\u5229\u7387\u7684\u62d6\u7d2f\u4e5f\u5f88\u663e\u8457\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/03\/73b1334b32e1c5c2352ce57dad03d238_1773211064.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x690\/gravity\/center\/crop\/!1440x690&ext=.jpeg\" width=\"941\" height=\"451\" alt=\"\u62ff\u547d\u535a\u751f\u5b58\uff0c\u7532\u9aa8\u6587\u201cAI\u6ce8\u201d\u771f\u8d62\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/03\/9668e710121bc1c82e0b9d21bbe957d1_1773211064.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x769\/gravity\/center\/crop\/!1440x769&ext=.jpeg\" width=\"909\" height=\"486\" alt=\"\u62ff\u547d\u535a\u751f\u5b58\uff0c\u7532\u9aa8\u6587\u201cAI\u6ce8\u201d\u771f\u8d62\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>3\u3001\u8d39\u7528\u63a7\u5236\u4f9d\u7136\u4e25\u683c<\/strong><\/p>\n<p>\u8d39\u7528\u652f\u51fa\u4e0a\uff0c\u4e3b\u8981\u770b<strong>\u4e09\u9879\u5e38\u89c4\u7ecf\u8425\u6027\u652f\u51fa\uff0c\u672c\u5b63\u540c\u6bd4\u589e\u901f\u4ecd\u53ea\u6709 2.2%\uff0c\u660e\u663e\u4f4e\u4e8e\u5e02\u573a\u9884\u671f\u7684\u8fd1 6%\u3002<\/strong>\u53ef\u89c1<strong>OCI \u4e1a\u52a1\u7684\u9ad8\u901f\u589e\u957f\u548c\u6295\u5165\uff0c\u5bf9\u7ecf\u8425\u8d39\u7528\u652f\u51fa\u7684\u5f71\u54cd\u4e0d\u5927\u3002\u516c\u53f8\u4f9d\u7136\u7ef4\u6301\u7740\u4e25\u683c\u7684\u63a7\u8d39\u6001\u5ea6\u3002<\/strong><\/p>\n<p>\u6b64\u5916\uff0c\u672c\u5b63\u786e\u8ba4\u7684\u975e\u7ecf\u8425\u6027\u8d39\u7528\uff08\u5982\u65e0\u5f62\u8d44\u4ea7\u644a\u9500\u3001<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%87%8d%e7%bb%84\" title=\"View all posts in \u91cd\u7ec4\" target=\"_blank\" class=\"tag_link\">\u91cd\u7ec4<\/a>\u8d39\u7528\u7b49\uff09\u4e5f\u660e\u663e\u8d70\u4f4e\uff0c\u5408\u8ba1\u7ecf\u8425 + \u975e\u7ecf\u8425\u6027\u8d39\u7528\u540c\u6bd4\u589e\u957f\u66f4\u4f4e\u4ec5 1%\u3002<\/p>\n<p>\u53d7\u8d39\u7528\u63a7\u5236\u51fa\u8272\u7684\u5229\u597d\uff0c\u867d\u7136\u6bdb\u5229\u7387\u663e\u8457\u4e0b\u6ed1<strong>\uff0c\u672c\u5b63\u8c03\u6574\u540e\u7ecf\u8425\u5229\u6da6\u7387\u53ea\u540c\u6bd4\u8d70\u4f4e\u4e86 0.9pct\uff0c\u6bd4\u5e02\u573a\u9884\u671f\u53cd\u9ad8\u51fa\u7ea6 0.3pct\u3002<\/strong>\u56e0\u6b64\u6700\u7ec8\u8c03\u6574\u540e\u7ecf\u8425\u5229\u6da6 73.8 \u4ebf\uff0c\u53cd\u662f\u7565\u9ad8\u4e8e\u5e02\u573a\u9884\u671f\u7684\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/03\/21c33dbef9196eab3d8a18bb3a697e24_1773211064.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x747\/gravity\/center\/crop\/!1440x747&ext=.jpeg\" width=\"938\" height=\"487\" alt=\"\u62ff\u547d\u535a\u751f\u5b58\uff0c\u7532\u9aa8\u6587\u201cAI\u6ce8\u201d\u771f\u8d62\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/03\/2e34a98e2cec30e5a843d224e324a9de_1773211064.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x692\/gravity\/center\/crop\/!1440x692&ext=.jpeg\" width=\"907\" height=\"436\" alt=\"\u62ff\u547d\u535a\u751f\u5b58\uff0c\u7532\u9aa8\u6587\u201cAI\u6ce8\u201d\u771f\u8d62\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/03\/979ad4bad3293a7738e6ca1577f2ef8a_1773211065.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x736\/gravity\/center\/crop\/!1440x736&ext=.jpeg\" width=\"937\" height=\"479\" alt=\"\u62ff\u547d\u535a\u751f\u5b58\uff0c\u7532\u9aa8\u6587\u201cAI\u6ce8\u201d\u771f\u8d62\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<p>(\u6765\u6e90\uff1a\u949b\u5a92\u4f53)<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u6587 | \u6d77\u8c5a\u7814\u7a76 \u4f5c\u4e3a 4 \u5927\u4e91\u5de8\u5934\u4e2d\u6700\u53d7\u4e89\u8bae\u7684$\u7532\u9aa8\u6587(ORCL.US) \uff0c\u4eca\u65e9\u7f8e\u80a1\u76d8\u540e\u516c\u5e03\u4e86 3QF26  [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[266,62,252,241,50,144,170,192],"views":23,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/742571"}],"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=742571"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/742571\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=742571"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=742571"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=742571"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}