{"id":774348,"date":"2026-05-06T21:29:10","date_gmt":"2026-05-06T13:29:10","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=774348"},"modified":"2026-05-06T21:29:10","modified_gmt":"2026-05-06T13:29:10","slug":"amd%e8%90%a5%e6%94%b6%e5%8f%8a%e4%b8%9a%e7%bb%a9%e6%8c%87%e5%bc%95%e5%9d%87%e8%b6%85%e9%a2%84%e6%9c%9f%ef%bc%8c%e8%82%a1%e4%bb%b7%e6%9a%b4%e6%b6%a816","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=774348","title":{"rendered":"AMD\u8425\u6536\u53ca\u4e1a\u7ee9\u6307\u5f15\u5747\u8d85\u9884\u671f\uff0c\u80a1\u4ef7\u66b4\u6da816%"},"content":{"rendered":"<p><a href=\"https:\/\/finance.sina.com.cn\/zt_d\/subject-1776083800\" target=\"_blank\" rel=\"noopener\">\u4e13\u9898\uff1a\u805a\u7126\u7f8e\u80a12026\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8d22\u62a5<\/a><\/p>\n<p><strong>\u6838\u5fc3\u8981\u70b9<\/strong><\/p>\n<ol>\n<li>\u8d85\u5a01\u534a\u5bfc\u4f53\uff08<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/AMD.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">AMD<\/a><\/span><span><\/span>\uff09\u516c\u5e03\u4e00\u5b63\u5ea6\u8d22\u62a5\uff0c\u5404\u9879<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>\u5747\u8d85\u51fa\u5206\u6790\u5e08\u9884\u671f\u3002<\/li>\n<li>\u8fd9\u5bb6<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>\u5382\u5546\u9884\u8ba1\u4e8c\u5b63\u5ea6\u8425\u6536\u7ea6<strong>112 \u4ebf\u7f8e\u5143<\/strong>\uff0c\u518d\u5ea6\u9ad8\u4e8e\u5e02\u573a\u9884\u671f\u3002<\/li>\n<li>\u968f\u7740<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\u62bc\u6ce8<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd\" title=\"View all posts in \u4eba\u5de5\u667a\u80fd\" target=\"_blank\" class=\"tag_link\">\u4eba\u5de5\u667a\u80fd<\/a>\u70ed\u6f6e\u4ecd\u5904\u4e8e\u8d77\u6b65\u9636\u6bb5\uff0cAMD \u80a1\u4ef7\u8fc7\u53bb\u4e00\u5e74\u6da8\u5e45\u8d85\u4e24\u500d\u3002<\/li>\n<\/ol>\n<p>\u8d85\u5a01\u534a\u5bfc\u4f53\u4e8e\u5468\u4e8c\u53d1\u5e03\u4e00\u5b63\u5ea6\u8d22\u62a5\uff0c\u4e1a\u7ee9\u5168\u7ebf\u8d85\u51fa\u5e02\u573a\u9884\u671f\uff1b\u53d7\u4eba\u5de5\u667a\u80fd\u82af\u7247\u9700\u6c42\u6fc0\u589e\u62c9\u52a8\uff0c\u516c\u53f8\u8425\u6536\u5c55\u671b\u540c\u6837\u8d85\u8d8a\u5206\u6790\u5e08\u9884\u4f30\u3002<\/p>\n<p>\u8be5\u80a1\u5468\u4e09\u76d8\u4e2d\u5927\u6da8 16%\u3002<\/p>\n<p>\u4ee5\u4e0b\u4e3a\u622a\u81f3 3 \u6708\u5e95\u7684\u4e00\u5b63\u5ea6\u4e1a\u7ee9\uff0c\u5bf9\u6bd4\u8def\u5b5a\u7279\u5e02\u573a\u4e00\u81f4\u9884\u671f\uff1a<\/p>\n<ul>\n<li>\u6bcf\u80a1\u6536\u76ca\uff1a1.37 \u7f8e\u5143\uff0c\u9884\u671f\u8c03\u6574\u503c 1.29 \u7f8e\u5143<\/li>\n<li>\u8425\u6536\uff1a102.5 \u4ebf\u7f8e\u5143\uff0c\u9884\u671f 98.9 \u4ebf\u7f8e\u5143<\/li>\n<\/ul>\n<p>\u516c\u53f8\u5728\u5468\u4e8c\u53d1\u5e03\u7684\u516c\u544a\u4e2d\u8868\u793a\uff0c\u8425\u6536\u8f83\u53bb\u5e74\u540c\u671f 74.44 \u4ebf\u7f8e\u5143<strong>\u540c\u6bd4\u589e\u957f 38%<\/strong>\uff1b\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u8425\u6536\u4ece\u4e0a\u5e74\u540c\u671f 36.7 \u4ebf\u7f8e\u5143\u589e\u81f3 58 \u4ebf\u7f8e\u5143\uff0c<strong>\u540c\u6bd4\u5927\u6da8 57%<\/strong>\u3002<\/p>\n<p>\u4e00\u5b63\u5ea6\u51c0\u5229\u6da6\u5347\u81f3 13.8 \u4ebf\u7f8e\u5143\uff0c\u6298\u5408\u6bcf\u80a1\u6536\u76ca 0.84 \u7f8e\u5143\uff1b\u53bb\u5e74\u540c\u671f\u51c0\u5229\u6da6\u4e3a 7.09 \u4ebf\u7f8e\u5143\uff0c\u6bcf\u80a1\u6536\u76ca 0.44 \u7f8e\u5143\u3002<\/p>\n<p>\u636e\u8def\u5b5a\u7279\u6570\u636e\uff0cAMD \u9884\u8ba1\u7b2c\u4e8c\u5b63\u5ea6\u8425\u6536\u7ea6 112 \u4ebf\u7f8e\u5143\uff0c\u5e02\u573a\u9884\u671f\u4e3a 105.2 \u4ebf\u7f8e\u5143\u3002<\/p>\n<p>AMD \u9996\u5e2d\u6267\u884c\u5b98\u82cf\u59ff\u4e30\u5728\u58f0\u660e\u4e2d\u8868\u793a\uff0c\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u73b0\u5df2\u6210\u4e3a<strong>\u516c\u53f8\u8425\u6536\u548c\u76c8\u5229\u589e\u957f\u7684\u6838\u5fc3\u9a71\u52a8\u529b<\/strong>\u3002<\/p>\n<p>\u5979\u6307\u51fa\uff1a\u201c\u5c55\u671b\u672a\u6765\uff0c\u968f\u7740\u6211\u4eec\u6269\u5927\u4ea7\u80fd\u4ee5\u5339\u914d\u5e02\u573a\u9700\u6c42\uff0c\u670d\u52a1\u5668\u4e1a\u52a1\u589e\u901f\u5c06\u663e\u8457\u52a0\u5feb\u3002\u201d<\/p>\n<p>\u5728\u8d22\u62a5\u7535\u8bdd\u4f1a\u8bae\u4e8b\u5148\u51c6\u5907\u53d1\u8a00\u7a3f\u4e2d\uff0c\u82cf\u59ff\u4e30\u79f0\uff0c\u516c\u53f8<strong>\u6108\u53d1\u575a\u4fe1<\/strong>\u660e\u5e74\u6570\u636e\u4e2d\u5fc3 AI \u4e1a\u52a1\u8425\u6536\u6709\u671b\u8fbe\u6210\u6570\u767e\u4ebf\u7f8e\u5143\u89c4\u6a21\uff0c\u5e76\u6709\u671b\u5728\u672a\u6765\u6570\u5e74\u7a81\u7834 80% \u7684\u957f\u671f\u589e\u957f\u76ee\u6807\u3002<\/p>\n<p>AMD \u80a1\u4ef7\u4e00\u8def\u72c2\u98d9\uff0c\u8fc7\u53bb\u4e00\u5e74\u6da8\u5e45\u8d85\u4e24\u500d\uff0c2026 \u5e74\u5e74\u5185\u6da8\u5e45\u5df2\u8fbe 66%\u3002\u5c3d\u7ba1\u5728 AI \u6570\u636e\u4e2d\u5fc3\u56fe\u5f62\u5904\u7406\u5668\uff08GPU\uff09\u9886\u57df\uff0cAMD \u4ecd\u8fdc\u843d\u540e\u4e8e\u7ade\u4e89\u5bf9\u624b\u82f1\u4f1f\u8fbe\uff0c\u4f46\u8fd1\u671f\u6295\u8d44\u8005\u7eb7\u7eb7\u6d8c\u5165 AMD \u80a1\u7968\uff0c\u666e\u904d\u8ba4\u4e3a\u4eba\u5de5\u667a\u80fd\u8d5b\u9053\u7a7a\u95f4\u5e7f\u9614\uff0c\u8db3\u4ee5\u5bb9\u7eb3\u591a\u5bb6\u5934\u90e8\u4f01\u4e1a\u5171\u540c\u53d1\u5c55\u3002<\/p>\n<p>\u4e0e\u82f1\u4f1f\u8fbe\u4e0d\u540c\uff0cAMD \u957f\u671f\u7a33\u5c45\u4e2d\u592e\u5904\u7406\u5668\uff08CPU\uff09\u9f99\u5934\u884c\u5217\u3002\u968f\u7740\u667a\u80fd\u4f53\u4eba\u5de5\u667a\u80fd\u91cd\u6784\u7b97\u529b\u9700\u6c42\uff0cCPU \u884c\u4e1a\u8fce\u6765\u5f3a\u52bf\u590d\u82cf\u3002\u4e0a\u5468 AMD \u4e0e<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/INTC.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u82f1\u7279\u5c14<\/a><\/span><span><\/span>\u5ba3\u5e03\u8054\u624b\u4e3a x86 \u67b6\u6784 CPU \u6253\u9020\u5168\u65b0\u6307\u4ee4\u96c6\u540e\uff0c\u80a1\u4ef7\u5e94\u58f0\u5927\u6da8\u3002\u8fd9\u9879\u540d\u4e3a<strong>AI \u8ba1\u7b97\u6269\u5c55<\/strong>\u7684\u65b0\u6280\u672f\uff0c\u53ef\u5c06\u7b97\u529b\u5bc6\u5ea6\u63d0\u5347 16 \u500d\uff0c\u8fdb\u800c\u5927\u5e45\u589e\u5f3a\u6027\u80fd\u4e0e\u80fd\u6548\u3002<\/p>\n<p>\u53d7 AI \u9700\u6c42\u6301\u7eed\u706b\u7206\u3001\u82af\u7247\u5236\u9020\u4e0e\u5148\u8fdb\u5c01\u88c5\u4ea7\u80fd\u53d7\u9650\uff0c\u4ee5\u53ca\u5730\u533a\u5c40\u52bf\u5f15\u53d1\u4f9b\u5e94\u94fe\u627f\u538b\u5f71\u54cd\uff0c\u5168\u7403\u534a\u5bfc\u4f53\u884c\u4e1a\u6b63\u9762\u4e34\u5b58\u50a8\u82af\u7247\u77ed\u7f3a\u3002<\/p>\n<p>\u591a\u91cd\u56e0\u7d20\u52a9\u63a8\u591a\u5bb6\u534a\u5bfc\u4f53\u76f8\u5173\u4e2a\u80a1\u884c\u60c5\u706b\u7206\u3002<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> 4 \u6708\u521b\u4e0b\u53f2\u4e0a\u6700\u4f73\u6708\u5ea6\u8868\u73b0\uff0c\u4e00\u5b63\u5ea6\u8d22\u62a5\u5927\u5e45\u8d85\u9884\u671f\uff0c\u80a1\u4ef7\u5f53\u6708\u7ffb\u500d\uff1b\u5b58\u50a8\u82af\u7247\u5382\u5546<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/MU.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u7f8e\u5149<\/a><\/span><span><\/span>\u79d1\u6280\u8fc7\u53bb\u4e00\u5e74\u80a1\u4ef7\u6da8\u5e45\u8d85 700%\uff0c\u5e02\u503c\u7a81\u7834 7000 \u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u9664 CPU \u4e0e GPU \u4e4b\u5916\uff0cAMD \u9884\u8ba1\u5c06\u4e8e\u4eca\u5e74\u665a\u4e9b\u65f6\u5019\u63a8\u51fa\u9996\u6b3e\u9762\u5411 AI \u6570\u636e\u4e2d\u5fc3\u7684\u6574\u673a\u673a\u67b6\u7ea7\u7cfb\u7edf<strong>Helios\uff08\u592a\u9633\u795e\uff09<\/strong>\uff0c\u5bf9\u6807\u82f1\u4f1f\u8fbe Grace Blackwell \u4e0e Vera Rubin \u7cfb\u5217\u7cfb\u7edf\uff0c\u540e\u8005\u5355\u5957\u552e\u4ef7\u9ad8\u8fbe 300 \u4e07\u7f8e\u5143\u4ee5\u4e0a\u3002<\/p>\n<p><a href=\"https:\/\/www.alphaseek.cn\/?tag=openai\" title=\"View all posts in OpenAI\" target=\"_blank\" class=\"tag_link\">OpenAI<\/a> \u4e0e<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%85%83%e5%ae%87%e5%ae%99\" title=\"View all posts in \u5143\u5b87\u5b99\" target=\"_blank\" class=\"tag_link\">\u5143\u5b87\u5b99<\/a>\u5e73\u53f0 Meta \u5df2\u6572\u5b9a Helios \u91c7\u8d2d\u8ba2\u5355\uff0c\u6807\u5fd7\u7740 AMD \u6b63\u5f0f\u6210\u4e3a AI \u5de8\u5934\u53ca\u5168\u7403\u8d85\u5927\u89c4\u6a21\u4e91\u5382\u5546\u7684<strong>\u53ef\u9760\u7b2c\u4e8c\u5907\u9009\u7b97\u529b\u4f9b\u5e94\u5546<\/strong>\u3002<\/p>\n<p>Meta \u66fe\u5728 2 \u6708\u62ab\u9732\uff0c\u4e0e AMD \u8fbe\u6210\u591a\u5e74\u5408\u4f5c\u534f\u8bae\uff0c\u5c06\u90e8\u7f72\u6700\u9ad8 6 \u5409\u74e6\u7b97\u529b\u7684 AMD AI \u4e13\u7528 GPU\uff0c\u5e76\u540c\u6b65\u91c7\u7528 AI \u4f18\u5316\u7248 CPU \u4ea7\u54c1\u3002<\/p>\n<p>\u82cf\u59ff\u4e30\u8868\u793a\uff0cHelios \u7cfb\u7edf\u5c06\u4e8e\u4eca\u5e74\u4e0b\u534a\u5e74\u6b63\u5f0f\u51fa\u8d27\u3002<\/p>\n<p>\u201c\u53e0\u52a0\u6b64\u524d\u4e0e OpenAI \u8fbe\u6210\u7684\u5408\u4f5c\uff0c\u4e00\u7cfb\u5217\u6df1\u5ea6\u5408\u4f5c\u4f7f AMD \u6210\u4e3a\u5168\u7403\u9876\u7ea7 AI \u57fa\u7840\u8bbe\u65bd\u5efa\u8bbe\u7684\u6838\u5fc3\u5408\u4f5c\u4f19\u4f34\u3002\u53cc\u65b9\u5efa\u7acb\u6df1\u5ea6\u8054\u5408\u7814\u53d1\u673a\u5236\uff0c\u5927\u89c4\u6a21\u843d\u5730\u8ba2\u5355\u5177\u5907\u591a\u5e74\u53ef\u89c1\u5ea6\u3002\u201d<\/p>\n<p>\u8d23\u4efb\u7f16\u8f91\uff1a\u90ed\u660e\u715c <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u4e13\u9898\uff1a\u805a\u7126\u7f8e\u80a12026\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8d22\u62a5 \u6838\u5fc3\u8981\u70b9 \u8d85\u5a01\u534a\u5bfc\u4f53\uff08AMD\uff09\u516c\u5e03\u4e00\u5b63\u5ea6\u8d22\u62a5\uff0c\u5404\u9879\u4e1a\u7ee9\u5747\u8d85\u51fa\u5206\u6790\u5e08\u9884\u671f\u3002 [&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":[378,266,148,374,241,339,159],"views":3,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/774348"}],"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=774348"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/774348\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=774348"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=774348"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=774348"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}