{"id":771432,"date":"2026-04-30T11:21:56","date_gmt":"2026-04-30T03:21:56","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=771432"},"modified":"2026-04-30T11:21:56","modified_gmt":"2026-04-30T03:21:56","slug":"%e5%88%a9%e5%a5%bd%e7%aa%81%e8%a2%ad%ef%bc%81%e7%be%8e%e8%82%a1%e5%9b%9b%e5%a4%a7%e7%a7%91%e6%8a%80%e5%b7%a8%e5%a4%b4%e5%8f%91%e5%b8%83%e6%9c%80%e6%96%b0%e8%b4%a2%e6%8a%a5","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=771432","title":{"rendered":"\u5229\u597d\u7a81\u88ad\uff01\u7f8e\u80a1\u56db\u5927\u79d1\u6280\u5de8\u5934\u53d1\u5e03\u6700\u65b0\u8d22\u62a5"},"content":{"rendered":"

\u7f8e\u80a1\u8d22\u62a5\u5b63\u8fce\u6765\u91cd\u5934\u620f\u3002<\/p>\n

\u5317\u4eac\u65f6\u95f44\u670830\u65e5\uff0c\u7f8e\u80a1\u76d8\u540e\uff0c\u56db\u5927\u79d1\u6280\u5de8\u5934\uff08\u8c37\u6b4c\u6bcd\u516c\u53f8Alphabet\u3001\u5fae\u8f6f<\/a><\/span><\/span>\u3001\u4e9a\u9a6c\u900a<\/a><\/span><\/span>\u3001Meta\uff09\u540c\u65f6\u53d1\u5e03\u4e86\u6700\u65b0\u8d22\u62a5\uff0c\u53d7\u8d22\u62a5\u5927\u8d85\u9884\u671f\u523a\u6fc0\uff0c\u8c37\u6b4c\u80a1\u4ef7\u76d8\u540e\u76f4\u7ebf\u731b\u62c9\uff0c\u66b4\u6da8\u8d857%\uff1b\u4e9a\u9a6c\u900a<\/a><\/span>\u80a1\u4ef7\u76d8\u540e\u4e00\u5ea6\u5927\u6da8\u8d855%\u3002<\/p>\n

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\u8c37\u6b4c\u4e1a\u7ee9<\/a>\u70b8\u88c2<\/strong><\/p>\n

\u7f8e\u4e1c\u65f6\u95f44\u670829\u65e5\uff0c\u5728\u7f8e\u80a1\u76d8\u540e\u4ea4\u6613\u4e2d\uff0c\u8c37\u6b4c\u80a1\u4ef7\u76f4\u7ebf\u62c9\u5347\uff0c\u5927\u6da87.24%\u3002<\/p>\n

\"\u5229\u597d\u7a81\u88ad\uff01\u7f8e\u80a1\u56db\u5927\u79d1\u6280\u5de8\u5934\u53d1\u5e03\u6700\u65b0\u8d22\u62a5\"<\/a><\/p>\n

\"\u5229\u597d\u7a81\u88ad\uff01\u7f8e\u80a1\u56db\u5927\u79d1\u6280\u5de8\u5934\u53d1\u5e03\u6700\u65b0\u8d22\u62a5\"<\/a><\/p>\n

\u6d88\u606f\u9762\u4e0a\uff0c\u8c37\u6b4c\u6bcd\u516c\u53f8Alphabet\u6700\u65b0\u62ab\u9732\u7684\u4e1a\u7ee9\u5927\u8d85\u5e02<\/a><\/span><\/span>\u573a\u9884\u671f\uff0c\u8c37\u6b4c\u4e91\u8ba2\u5355\u79ef\u538b\u73af\u6bd4\u63a5\u8fd1\u7ffb\u500d\u81f3\u903e4600\u4ebf\u7f8e\u5143\uff0c\u5e76\u5927\u5e45\u4e0a\u8c03\u5168\u5e74\u8d44\u672c\u652f\u51fa\u3002<\/p>\n

\u5177\u4f53\u6765\u770b\uff0c2026\u5e74\u4e00\u5b63\u5ea6\uff0c\u516c\u53f8\u5b9e\u73b0\u8425\u6536\u540c\u6bd4\u589e\u957f22%\u81f31099\u4ebf\u7f8e\u5143\uff0c\u9ad8\u4e8e\u5206\u6790\u5e08\u9884\u671f\u76841071\u4ebf\u7f8e\u5143\uff0c\u521b\u51fa\u81ea2022\u5e74\u4ee5\u6765\u6700\u9ad8\u5b63\u5ea6\u589e\u957f\u7387\uff1b\u51c0\u5229\u6da6\u540c\u6bd4\u5927\u589e81%\u81f3626\u4ebf\u7f8e\u5143\uff0c\u7ecf\u8425\u5229\u6da6\u540c\u6bd4\u589e\u957f30%\u81f3397\u4ebf\u7f8e\u5143\u3002<\/p>\n

Alphabet\u9996\u5e2d\u6267\u884c\u5b98\u6851\u8fbe\u5c14\u00b7\u76ae\u67e5\u4f0a\uff08Sundar Pichai\uff09\u8bf4\u9053\uff1a\u201c\u6211\u4eec\u5728AI\u65b9\u9762\u7684\u6295\u8d44<\/a>\u548c\u5168\u6808\u65b9\u6cd5\u6b63\u5728\u63a8\u52a8\u6211\u4eec\u5404\u9879\u4e1a\u52a1\u7684\u8868\u73b0\u3002\u7531\u4e8e\u5bf9\u6211\u4eecAI\u4ea7\u54c1\u548c\u57fa\u7840\u8bbe\u65bd\u7684\u5f3a\u52b2\u9700\u6c42\uff0c\u672c\u5b63\u5ea6\u4e91\u4e1a\u52a1\u518d\u6b21\u52a0\u901f\u3002\u6536\u5165\u589e\u957f 63%\uff0c\u9996\u6b21\u8d85\u8fc7200\u4ebf\u7f8e\u5143\uff0c\u6211\u4eec\u7684backlog\uff08\u79ef\u538b\u8ba2\u5355\uff09\u73af\u6bd4\u51e0\u4e4e\u7ffb\u4e86\u4e00\u756a\uff0c\u8d85\u8fc74600\u4ebf\u7f8e\u5143\u3002\u201d<\/p>\n

\u76ae\u67e5\u4f0a\u5728\u8d22\u62a5\u7535\u8bdd\u4f1a\u8bae\u4e0a\u8868\u793a\uff1a\u201c\u77ed\u671f\u5185\u6211\u4eec\u9762\u4e34\u8ba1\u7b97\u8d44\u6e90<\/a>\u65b9\u9762\u7684\u9650\u5236\u3002\u5982\u679c\u6211\u4eec\u80fd\u591f\u6ee1\u8db3\u9700\u6c42\u7684\u8bdd\uff0c\u6211\u4eec\u7684\u4e91\u4e1a\u52a1\u6536\u5165\u672c\u4f1a\u66f4\u9ad8\u3002\u201d<\/p>\n

\u8d44\u672c\u5f00\u652f\u65b9\u9762\uff0c\u516c\u53f8\u4e00\u5b63\u5ea6\u8d44\u672c\u652f\u51fa\u4ece\u4e0a\u5e74\u540c\u671f\u7684172\u4ebf\u7f8e\u5143\u5927\u5e45\u6500\u5347\u81f3357\u4ebf\u7f8e\u5143\uff0c\u540c\u65f6\u901a\u8fc7\u53d1\u884c\u9ad8\u7ea7\u65e0\u62c5\u4fdd\u503a\u5238<\/a>\u51c0\u7b79\u8d44\u7ea6311\u4ebf\u7f8e\u5143\uff0c\u53e6\u5b8c\u6210\u4e86\u903e330\u4ebf\u7f8e\u5143\u7684\u91cd\u5927\u6536\u8d2d<\/a>\u3002<\/p>\n

Alphabet\u8fd8\u5c06\u51762026\u5e74\u7684\u8d44\u672c\u652f\u51fa\u6307\u5bfc\u8303\u56f4\u66f4\u65b0\u4e3a1800\u4ebf\u20141900\u4ebf\u7f8e\u5143\uff0c\u9ad8\u4e8e\u6b64\u524d\u4f30\u8ba1\u76841750\u4ebf\u20141850\u4ebf\u7f8e\u5143\u3002\u516c\u53f8CFO\u5b89\u7eb3\u7279\u00b7\u963f\u4ec0\u80af\u9f50\uff08Anat Ashkenazi\uff09\u8868\u793a\uff0c\u9884\u8ba1\u516c\u53f82027\u5e74\u7684\u8d44\u672c\u652f\u51fa\u5c06\u201c\u663e\u8457\u9ad8\u4e8e\u201d2026\u5e74\u3002<\/p>\n

\"\u5229\u597d\u7a81\u88ad\uff01\u7f8e\u80a1\u56db\u5927\u79d1\u6280\u5de8\u5934\u53d1\u5e03\u6700\u65b0\u8d22\u62a5\"<\/a><\/p>\n

\u4e9a\u9a6c\u900a<\/span>\u4e91\u4e1a\u52a1\u7206\u53d1<\/strong><\/p>\n

\u4e0e\u6b64\u540c\u65f6\uff0c\u4e9a\u9a6c\u900a\u4e5f\u4ea4\u51fa\u4e86\u4e00\u4efd\u9500\u552e\u6536\u5165\u548c\u76c8\u5229\u589e\u957f\u76f8\u5f53\u5f3a\u52b2\u7684\u8d22\u62a5\uff0c\u5728\u76d8\u540e\u4ea4\u6613\u4e2d\uff0c\u4e9a\u9a6c\u900a\u80a1\u4ef7\u5927\u6da82.74%\u3002<\/p>\n

<\/p>\n

\"\u5229\u597d\u7a81\u88ad\uff01\u7f8e\u80a1\u56db\u5927\u79d1\u6280\u5de8\u5934\u53d1\u5e03\u6700\u65b0\u8d22\u62a5\"<\/a><\/p>\n

\u8d22\u62a5\u663e\u793a\uff0c2026\u5e74\u4e00\u5b63\u5ea6\uff0c\u4e9a\u9a6c\u900a\u8425\u6536\u3001\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff09\u5206\u522b\u540c\u6bd4\u589e\u957f17%\u300174%\uff0c\u8425\u4e1a\u5229\u6da6\u540c\u6bd4\u589e\u957f\u7ea630%\uff0c\u5747\u8d85\u51fa\u5e02\u573a\u9884\u671f\u3002<\/p>\n

\u4e9a\u9a6c\u900a\u7684\u4e91\u8ba1\u7b97<\/a><\/span><\/span>\u670d\u52a1\u4e1a\u52a1AWS\u8d21\u732e\u6536\u5165\u540c\u6bd4\u589e\u957f28%\uff0c\u521b\u5c06\u8fd1\u56db\u5e74\u6765\u6700\u9ad8\u5355\u5b63\u589e\u901f\uff0cAWS\u7684\u6536\u5165\u8f83\u5206\u6790\u5e08\u9884\u671f\u9ad8\u8fd12.5%\u3002AWS\u4ecd\u662f\u4e9a\u9a6c\u900a\u6700\u6838\u5fc3\u7684\u5229\u6da6\u6765\u6e90\uff0c\u8d21\u732e\u4e86\u4e00\u5b63\u5ea6\u516c\u53f8\u5c06\u8fd1\u516d\u6210\u7684\u8425\u4e1a\u5229\u6da6\u3002<\/p>\n

\u516c\u53f8\u7ba1\u7406\u5c42\u5f3a\u8c03\uff0c\u76ee\u524dAWS\u6b63\u5904\u5728AI\u57fa\u7840\u8bbe\u65bd\u6269\u5f20\u5468\u671f\u3002\u4e9a\u9a6c\u900a\u81ea\u7814\u82af\u7247<\/a>\u4e1a\u52a1\u5e74\u5316\u6536\u5165\u8fd0\u884c\u7387\u5df2\u8d85\u8fc7200\u4ebf\u7f8e\u5143\uff0c\u5e76\u4fdd\u6301\u4e09\u4f4d\u6570\u540c\u6bd4\u589e\u957f\uff1b\u8fc7\u53bb12\u4e2a\u6708\u5df2\u90e8\u7f72\u8d85\u8fc7210\u4e07\u9897AI\u82af\u7247<\/a><\/span><\/span>\uff0c\u5176\u4e2d\u8d85\u8fc7\u4e00\u534a\u4e3aTrainium\u3002<\/p>\n

\u4e9a\u9a6c\u900a\u8fd8\u62ab\u9732\uff0cOpenAI<\/a>\u627f\u8bfa\u5c06\u901a\u8fc7AWS\u57fa\u7840\u8bbe\u65bd\u4f7f\u7528\u7ea62GW\u7684Trainium\u7b97\u529b\uff0cAnthropic\u4e5f\u5c06\u83b7\u5f97\u6700\u9ad85G<\/a>W\u7684Trainium\u82af\u7247\u8d44\u6e90\u3002<\/p>\n

\u53e6\u5916\uff0c\u4e9a\u9a6c\u900a\u63d0\u4f9b\u76842026\u5e74\u4e8c\u5b63\u5ea6\u6307\u5f15\u540c\u6837\u5f3a\u52b2\uff0c\u51c0\u9500\u552e\u989d\u9884\u671f\u4e2d\u503c1965\u4ebf\u7f8e\u5143\uff0c\u9ad8\u4e8e\u5206\u6790\u5e08\u9884\u671f\uff1b\u8425\u4e1a\u5229\u6da6\u6307\u5f15\u533a\u95f4\u7684\u4f4e\u7aef\u540c\u6bd4\u589e\u957f4.2%\uff0c\u533a\u95f4\u7684\u9ad8\u7aef\u540c\u6bd4\u589e\u957f25%\u3002\u4e9a\u9a6c\u900a\u8fd8\u63d0\u793a\uff0cPrime\u4f1a\u5458\u65e5\uff08Prime Day\uff09\u5c06\u5728\u4e8c\u5b63\u5ea6\u4e3e\u884c\uff0c\u8fd9\u5c06\u5bf9\u4e8c\u5b63\u5ea6\u6536\u5165\u5f62\u6210\u652f\u6491\u3002<\/p>\n

Meta\u80a1\u4ef7\u5927\u8dcc<\/a><\/strong><\/p>\n

\u5728\u53d1\u5e03\u8d22\u62a5\u540e\uff0cMeta\u80a1\u4ef7\u76f4\u7ebf\u8df3\u6c34\uff0c\u76d8\u540e\u5927\u8dcc7.01%\u3002<\/p>\n

<\/p>\n

\"\u5229\u597d\u7a81\u88ad\uff01\u7f8e\u80a1\u56db\u5927\u79d1\u6280\u5de8\u5934\u53d1\u5e03\u6700\u65b0\u8d22\u62a5\"<\/a><\/p>\n

Meta\u53d1\u5e03\u7684\u8d22\u62a5\u663e\u793a\uff0c\u8425\u6536\u4e0e\u5229\u6da6\u5747\u8d85\u9884\u671f\uff0c\u5e76\u5927\u5e45\u4e0a\u8c03\u5168\u5e74\u8d44\u672c\u5f00\u652f\u6307\u5f15\uff0c\u8fd9\u8868\u660eMeta\u7684AI\u6295\u8d44\u5468\u671f\u4ecd\u5904\u4e8e\u52a0\u901f\u9636\u6bb5\uff0c\u77ed\u671f\u5185\u8d44\u672c\u6d88\u8017\u5c06\u6301\u7eed\u9ad8\u4f4d\u8fd0\u884c\uff0c\u5c06\u8fdb\u4e00\u6b65\u538b\u7f29\u81ea\u7531\u73b0\u91d1\u6d41\u7a7a\u95f4\uff0c\u6295\u8d44\u8005\u62c5\u5fc3\u5176\u5bf9\u80a1\u4e1c\u56de\u62a5\u8282\u594f\u7684\u5f71\u54cd\u3002<\/p>\n

\u5177\u4f53\u6765\u770b\uff0c2026\u5e74\u4e00\u5b63\u5ea6\uff0cMeta\u5b9e\u73b0\u8425\u6536563.11\u4ebf\u7f8e\u5143\uff08\u5206\u6790\u5e08\u9884\u671f\u4e3a555.1\u4ebf\uff09\uff0c\u540c\u6bd4\u589e\u957f33%\uff1b\u51c0\u5229\u6da6\u8fbe267.73\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f61%\uff0c\u5176\u4e2d\u5305\u542b\u4e8680.3\u4ebf\u7f8e\u5143\u7684\u6240\u5f97\u7a0e\u6536<\/a>\u76ca\u3002\u4e00\u5b63\u5ea6\u7684\u8d44\u672c\u5f00\u652f\u8fbe198.4\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u5927\u5e45\u6500\u5347\u3002<\/p>\n

\u516c\u53f8CEO\u624e\u514b\u4f2f\u683c\u8868\u793a\uff0cMeta\u5b8c\u6210\u4e86\u4e00\u4e2a\u201c\u91cc\u7a0b\u7891\u5f0f\u201d\u7684\u5b63\u5ea6\uff0c\u65d7\u4e0b\u5404\u5e94\u7528\u52bf\u5934\u5f3a\u52b2\uff0c\u540c\u65f6\u65d7\u4e0bMeta\u8d85\u7ea7\u667a\u80fd\u5b9e\u9a8c\u5ba4\u5df2\u53d1\u5e03\u9996\u4e2a\u6a21\u578b\u3002\u516c\u53f8\u6b63\u8d70\u5728\u5411\u6570\u5341\u4ebf\u4eba\u63d0\u4f9b\u4e2a\u4eba\u8d85\u7ea7\u667a\u80fd\u7684\u8f68\u9053\u4e0a\u3002<\/p>\n

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