{"id":768654,"date":"2026-04-24T17:58:23","date_gmt":"2026-04-24T09:58:23","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=768654"},"modified":"2026-04-24T17:58:23","modified_gmt":"2026-04-24T09:58:23","slug":"%e8%8b%b1%e7%89%b9%e5%b0%94%e7%be%8e%e8%82%a1%e7%9b%98%e5%89%8d%e5%a4%a7%e6%b6%a8%e8%b6%8530-q1%e8%b4%a2%e6%8a%a5%e8%b6%85%e5%87%ba%e5%b8%82%e5%9c%ba%e9%a2%84%e6%9c%9f","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=768654","title":{"rendered":"\u82f1\u7279\u5c14\u7f8e\u80a1\u76d8\u524d\u5927\u6da8\u8d8530% Q1\u8d22\u62a5\u8d85\u51fa\u5e02\u573a\u9884\u671f"},"content":{"rendered":"<p><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/us\/INTC.html\" data-code=\"INTC|105|7\" data-code2=\"INTC|105|1|\" target6=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" src=\"https:\/\/webquoteklinepic.eastmoney.com\/GetPic.aspx?nid=105.INTC&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" border=\"0\" data-code=\"K INTC|105|7\" data-code2=\"K INTC|105|1|\" style=\" display:block; margin-left:auto; margin-right:auto; \" width=\"578\" height=\"276\" alt=\"\u82f1\u7279\u5c14\u7f8e\u80a1\u76d8\u524d\u5927\u6da8\u8d8530% Q1\u8d22\u62a5\u8d85\u51fa\u5e02\u573a\u9884\u671f\" \/><\/a><\/p>\n<p><span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.INTC\" data-code=\"105,INTC\" rel=\"noopener\">\u82f1\u7279\u5c14<\/a><\/span><span><\/span>\u7f8e\u80a1\u76d8\u524d\u5927\u6da8\u8d8530%\uff0cQ1\u8d22\u62a5\u8d85\u51fa\u5e02\u573a\u9884\u671f\u3002<\/p>\n<h3>\u76f8\u5173\u62a5\u9053<\/h3>\n<p><a target=\"_blank\" href=\"https:\/\/finance.eastmoney.com\/a\/202604243717356163.html\" rel=\"noopener\"><strong><a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%8b%b1%e7%89%b9%e5%b0%94\" title=\"View all posts in \u82f1\u7279\u5c14\" target=\"_blank\" class=\"tag_link\">\u82f1\u7279\u5c14<\/a>\u4e00\u5b63\u5ea6<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>\u8d85\u9884\u671f \u9760AI\u626d\u8f6c\u9893\u52bf<\/strong><\/a><\/p>\n<p>\u66fe\u6df1\u9677\u8f6c\u578b\u9635\u75db\u7684<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK1036\" data-code=\"90,BK1036\" rel=\"noopener\">\u534a\u5bfc\u4f53<\/a><\/span><span><\/span>\u5de8\u5934\uff0c\u6b63\u5728AI\u9a71\u52a8\u4e0b\u91cd\u56de\u589e\u957f\u8f68\u9053\u3002<\/p>\n<p>\u5f53\u5730\u65f6\u95f44\u670823\u65e5\u7f8e\u80a1\u76d8\u540e\uff0c<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.INTC\" data-code=\"105,INTC\">\u82f1\u7279\u5c14<\/span>\u53d1\u5e032026\u8d22\u5e74\u4e00\u5b63\u5ea6\u8d22\u62a5\uff0c\u8425\u6536\u3001\u6bdb\u5229\u7387\u3001\u6bcf\u80a1\u6536\u76ca\u5747\u7a81\u7834\u6307\u5f15\u4e0a\u9650\uff0c\u5b9e\u73b0\u8fde\u7eed\u7b2c\u516d\u4e2a\u5b63\u5ea6\u8d85\u51fa\u5e02\u573a\u9884\u671f\u3002<\/p>\n<p>\u4e1a\u7ee9\u53d1\u5e03\u540e\uff0c<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.INTC\" data-code=\"105,INTC\">\u82f1\u7279\u5c14<\/span>\u76d8\u540e\u80a1\u4ef7\u5927\u6da8\u8fd120%\uff0c\u521b\u4e0b\u8fd1\u5e74\u5355\u65e5\u6700\u5927\u6da8\u5e45\uff0c\u4e00\u5b9a\u7a0b\u5ea6\u4e0a\u626d\u8f6c\u4e86\u5916\u754c\u5bf9\u5176\u589e\u957f\u4e4f\u529b\u7684\u8d28\u7591\u3002<\/p>\n<p>\u8d22\u62a5\u6570\u636e\u663e\u793a\uff0c\u82f1\u7279\u5c14\u4e00\u5b63\u5ea6\u603b\u8425\u6536\u8fbe136\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f7%\uff0c\u8f83\u516c\u53f8\u6b64\u524d\u7ed9\u51fa\u7684\u6307\u5f15\u4e2d\u503c\u9ad8\u51fa14\u4ebf\u7f8e\u5143\uff0c\u5927\u5e45\u8dd1\u8d62<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%8d%8e%e5%b0%94%e8%a1%97\" title=\"View all posts in \u534e\u5c14\u8857\" target=\"_blank\" class=\"tag_link\">\u534e\u5c14\u8857<\/a>\u9884\u671f\u3002<\/p>\n<p>\u76c8\u5229\u5c42\u9762\u5448\u73b0\u663e\u8457\u5206\u5316\uff0cGAAP\uff08<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>\u901a\u7528\u4f1a\u8ba1\u51c6\u5219\uff09\u4e0b\u5f52\u5c5e\u4e8e\u516c\u53f8\u7684\u51c0\u4e8f\u635f37\u4ebf\u7f8e\u5143\uff0c\u6bcf\u80a1\u4e8f\u635f0.73\u7f8e\u5143\uff0c\u4e3b\u8981\u53d740.7\u4ebf\u7f8e\u5143<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>\u53ca\u5176\u4ed6\u8d39\u7528\u3001Mobileye\u5546\u8a89\u51cf\u503c\u7b49\u4e00\u6b21\u6027\u9879\u76ee\u5f71\u54cd\uff1b\u5254\u9664\u80a1\u6743\u85aa\u916c\u3001\u91cd\u7ec4\u8d39\u7528\u7b49\u975e\u7ecf\u5e38\u6027\u635f\u76ca\u540e\uff0c\u975eGAAP\u51c0\u5229\u6da615\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u5927\u589e156%\uff0c\u6bcf\u80a1\u6536\u76ca0.29\u7f8e\u5143\uff0c\u8fdc<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK1552\" data-code=\"90,BK1552\" rel=\"noopener\">\u8d85\u5e02<\/a><\/span><span><\/span>\u573a\u6b64\u524d\u76c8\u4e8f\u5e73\u8861\u7684\u9884\u671f\uff0c\u76c8\u5229\u8d28\u91cf\u5927\u5e45\u6539\u5584\u3002<\/p>\n<p>\u6bdb\u5229\u7387\u8868\u73b0\u540c\u6837\u4eae\u773c\uff0cGAAP\u6bdb\u5229\u738739.4%\uff0c\u540c\u6bd4\u63d0\u53472.5\u4e2a\u767e\u5206\u70b9\uff0c\u975eGAAP\u6bdb\u5229\u738741.0%\uff0c\u540c\u6bd4\u63d0\u53471.8 \u4e2a\u767e\u5206\u70b9\uff0c\u4ea7\u54c1\u7ed3\u6784\u4f18\u5316\u4e0e\u5de5\u827a\u826f\u7387\u63d0\u5347\u6210\u4e3a\u6838\u5fc3<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/0.920275\" data-code=\"0,920275\" rel=\"noopener\">\u9a71\u52a8\u529b<\/a><\/span><span><\/span>\u3002<\/p>\n<p><center><img src=\"https:\/\/np-newspic.dfcfw.com\/download\/D25320864680909226627_w1462h530.jpg\" alt=\"\u82f1\u7279\u5c14\u7f8e\u80a1\u76d8\u524d\u5927\u6da8\u8d8530% Q1\u8d22\u62a5\u8d85\u51fa\u5e02\u573a\u9884\u671f\" style=\" display:block; margin-left:auto; margin-right:auto; \" \/><\/center><\/p>\n<p>\u82f1\u7279\u5c14\u4e00\u5b63\u5ea6\u6838\u5fc3\u4e1a\u7ee9\u6570\u636e<\/p>\n<p>\u7ecf\u8425\u5c42\u9762\uff0c\u4e00\u5b63\u5ea6\uff0c\u82f1\u7279\u5c14\u7ecf\u8425\u73b0\u91d1\u6d4111\u4ebf\u7f8e\u5143\uff0c\u7814\u53d1\u53ca\u8425\u9500\u7ba1\u7406\u8d39\u752844\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d8%\uff0c\u6210\u672c\u63a7\u5236\u6210\u6548\u663e\u8457\uff0c\u4e3a\u5229\u6da6\u589e\u957f\u63d0\u4f9b\u4e86\u652f\u6491\u3002<\/p>\n<p>\u5176\u4e1a\u52a1\u677f\u5757\u5448\u73b0\u7ed3\u6784\u6027\u589e\u957f\uff0cAI\u6210\u4e3a\u8d2f\u7a7f\u5168\u7ebf\u7684\u6838\u5fc3\u4e3b\u7ebf\u3002\u5176\u4e2d<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK0922\" data-code=\"90,BK0922\" rel=\"noopener\">\u6570\u636e\u4e2d\u5fc3<\/a><\/span><span><\/span>\u4e0e<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK0800\" data-code=\"90,BK0800\" rel=\"noopener\">\u4eba\u5de5\u667a\u80fd<\/a><\/span><span><\/span>\u90e8\u95e8\uff08DCAI\uff09\u8425\u653651\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u6fc0\u589e22%\uff0c\u73af\u6bd4\u589e\u957f7%\uff0c\u6210\u4e3a\u62c9\u52a8\u589e\u957f\u7684\u6700\u5f3a\u5f15\u64ce\uff0cASIC\u6536\u5165\u73af\u6bd4\u589e\u957f\u8d8530%\uff0c\u540c\u6bd4\u8fd1\u4e4e\u7ffb\u500d\uff0cXeon 6\u5904\u7406\u5668\u83b7\u8c37\u6b4c\u3001<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.NVDA\" data-code=\"105,NVDA\" rel=\"noopener\">\u82f1\u4f1f\u8fbe<\/a><\/span><span><\/span>\u7b49\u5de8\u5934\u8ba2\u5355\uff0c\u5750\u7a33AI\u57fa\u7840\u8bbe\u65bd\u6838\u5fc3CPU\u5730\u4f4d\u3002<\/p>\n<p>\u5ba2\u6237\u8ba1\u7b97\u96c6\u56e2\uff08CCG\uff09\u8425\u653677\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u5fae\u589e1%\uff0cAI PC\u8425\u6536\u73af\u6bd4\u589e\u957f8%\uff0c\u5360\u5ba2\u6237\u7aefCPU\u7ec4\u5408\u8d8560%\uff0c\u9177\u777fUltra 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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>\u5171\u540c\u63a8\u52a8\u6bdb\u5229\u7387\u8d85\u9884\u671f\uff0c\u5c3d\u7ba118A\u5de5\u827a\u4ecd\u5904\u722c\u5761\u521d\u671f\uff0c\u4f46\u826f\u7387\u6539\u5584\u6709\u6548\u62b5\u6d88\u521d\u671f\u9ad8\u6210\u672c\u538b\u529b\u3002\u4ece\u6218\u7565\u843d\u5730\u6765\u770b\uff0cIntel 18A\u5de5\u827a\u91cf\u4ea7\u63d0\u901f\u300114A\u5de5\u827a\u8fdb\u5c55\u8d85\u9884\u671f\uff0c\u4e0eSpaceX\u3001xAI\u3001<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.TSLA\" data-code=\"105,TSLA\" rel=\"noopener\">\u7279\u65af\u62c9<\/a><\/span><span><\/span>\u5408\u4f5cTerafab\u9879\u76ee\u63a2\u7d22\u5236\u9020\u9769\u65b0\uff0c<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%9b%9e%e8%b4%ad\" title=\"View all posts in \u56de\u8d2d\" target=\"_blank\" class=\"tag_link\">\u56de\u8d2d<\/a>\u7231\u5c14\u5170Fab 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web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK0922\" data-code=\"90,BK0922\">\u6570\u636e\u4e2d\u5fc3<\/span>\u5355\u4e00\u5f15\u64ce\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>\u52a0\u5267\u3002\u540c\u65f6\uff0cAI\u8d5b\u9053\u7ade\u4e89\u767d\u70ed\u5316\uff0c<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.NVDA\" data-code=\"105,NVDA\">\u82f1\u4f1f\u8fbe<\/span>GPU\u4e3b\u5bfc\u8bad\u7ec3\u5e02\u573a\uff0cAMD\u5728\u670d\u52a1\u5668CPU\u9886\u57df\u5feb\u901f\u8ffd\u8d76\uff0cCPU\u7684AI\u6838\u5fc3\u5730\u4f4d\u9762\u4e34\u6301\u7eed\u6311\u6218\u3002<\/p>\n<p>\u4e0d\u8fc7\uff0c\u9488\u5bf9\u4e8c\u5b63\u5ea6\uff0c\u82f1\u7279\u5c14\u7ed9\u51fa\u7a33\u5065\u4e14\u79ef\u6781\u7684\u4e1a\u7ee9\u6307\u5f15\uff0c\u8fdb\u4e00\u6b65\u5f3a\u5316\u589e\u957f\u9884\u671f\u3002\u516c\u53f8\u9884\u8ba1\u4e8c\u5b63\u5ea6\u8425\u6536138\u4ebf\u81f3148\u4ebf\u7f8e\u5143\uff0c\u73af\u6bd4\u589e\u957f2%-9%\uff0c\u975eGAAP\u6bdb\u5229\u738739.0%\uff0c\u975eGAAP\u6bcf\u80a1\u6536\u76ca0.20\u7f8e\u5143\uff0cGAAP\u6bcf\u80a1\u6536\u76ca0.08\u7f8e\u5143\u3002\u4e1a\u7ee9\u589e\u957f\u4e3b\u8981\u4f9d\u6258\u4f9b\u5e94\u6539\u5584\u4e0eAI\u9700\u6c42\u6301\u7eed\u91ca\u653e\uff0c\u9884\u8ba1DCAI\u4e1a\u52a1\u5b9e\u73b0\u53cc\u4f4d\u6570\u73af\u6bd4\u589e\u957f\uff0cCCG\u4e1a\u52a1\u540c\u6b65\u56de\u5347\uff0c\u4ee3\u5de5\u4e1a\u52a1\u968f18A\u5de5\u827a\u722c\u5761\u6301\u7eed\u51cf\u4e8f\u3002<\/p>\n<p>\u5168\u5e74\u6765\u770b\uff0c\u82f1\u7279\u5c14\u7ef4\u6301\u8d44\u672c\u652f\u51fa\u4e0e\u53bb\u5e74\u6301\u5e73\u7684\u9884\u671f\uff0c\u805a\u7126\u6676\u5706\u4ea7\u80fd\u6269\u5f20\uff0c\u6301\u7eed\u63a8\u52a8\u6bdb\u5229\u7387\u63d0\u5347\uff0c\u5c3d\u7ba1\u9762\u4e34\u5185\u5b58\u7b49\u539f\u6750\u6599\u6210\u672c\u4e0a\u6da8\u538b\u529b\uff0c\u4f46\u5bf9AI\u9a71\u52a8\u7684\u957f\u671f\u589e\u957f\u5145\u6ee1\u4fe1\u5fc3\u3002\uff08\u6765\u6e90\uff1a\u754c\u9762\u65b0\u95fb\uff09<\/p>\n<p>(\u6765\u6e90:\u5929\u5929\u57fa\u91d1\u7f51)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u82f1\u7279\u5c14\u7f8e\u80a1\u76d8\u524d\u5927\u6da8\u8d8530%\uff0cQ1\u8d22\u62a5\u8d85\u51fa\u5e02\u573a\u9884\u671f\u3002 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