{"id":780638,"date":"2026-05-16T03:51:51","date_gmt":"2026-05-15T19:51:51","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=780638"},"modified":"2026-05-16T03:51:51","modified_gmt":"2026-05-15T19:51:51","slug":"whale-rock%e4%b8%80%e5%ad%a3%e5%ba%a6%e5%a4%a7%e5%b9%85%e8%b0%83%e4%bb%93%ef%bc%9a%e5%bb%ba%e4%bb%93%e8%8b%b9%e6%9e%9c%e5%be%ae%e8%bd%af%ef%bc%8c%e5%87%8f%e6%8c%81%e8%8b%b1%e4%bc%9f%e8%be%be","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=780638","title":{"rendered":"Whale Rock\u4e00\u5b63\u5ea6\u5927\u5e45\u8c03\u4ed3\uff1a\u5efa\u4ed3\u82f9\u679c\u5fae\u8f6f\uff0c\u51cf\u6301\u82f1\u4f1f\u8fbe"},"content":{"rendered":"<p>\u79d1\u6280\u80a1\u4ed3\u4f4d\u91cd\u5927\u8c03\u6574<\/p>\n<p>\u6ce2\u58eb\u987f<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%af%b9%e5%86%b2%e5%9f%ba%e9%87%91\" title=\"View all posts in \u5bf9\u51b2\u57fa\u91d1\" target=\"_blank\" class=\"tag_link\">\u5bf9\u51b2\u57fa\u91d1<\/a>Whale Rock Capital Management\u8fd1\u65e5\u5411<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>\u8bc1\u5238\u4ea4\u6613\u59d4\u5458\u4f1a\u63d0\u4ea4\u4e8613F\u6587\u4ef6\uff0c\u62ab\u9732\u4e86\u51762026\u5e74\u7b2c\u4e00\u5b63\u5ea6\u672b\u7684\u6301\u4ed3\u53d8\u5316\u3002\u6587\u4ef6\u663e\u793a\uff0c\u8be5\u57fa\u91d1\u5728\u4e00\u5b63\u5ea6\u8fdb\u884c\u4e86\u663e\u8457\u7684\u79d1\u6280\u80a1\u4ed3\u4f4d\u8c03\u6574\uff1a\u65b0\u5efa\u4ed3<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/AAPL.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u82f9\u679c<\/a><\/span><span><\/span>\u548c<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/MSFT.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u5fae\u8f6f<\/a><\/span><span><\/span>\uff0c\u540c\u65f6\u5927\u5e45<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%87%8f%e6%8c%81\" title=\"View all posts in \u51cf\u6301\" target=\"_blank\" class=\"tag_link\">\u51cf\u6301<\/a>\u4e86\u8fd1\u5e74\u6765\u7099\u624b\u53ef\u70ed\u7684\u82f1\u4f1f\u8fbe\u80a1\u7968\u3002<\/p>\n<p>\u5efa\u4ed3\u903b\u8f91\uff1a\u4ece\u786c\u4ef6\u8f6c\u5411\u8f6f\u4ef6\u751f\u6001<\/p>\n<p>\u867d\u7136<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%8b%b9%e6%9e%9c\" title=\"View all posts in \u82f9\u679c\" target=\"_blank\" class=\"tag_link\">\u82f9\u679c<\/a>\u8fd1\u671f\u56e0iPhone\u9500\u91cf\u75b2\u8f6f\u548cAI\u5e03\u5c40\u8fdf\u7f13\u9762\u4e34\u5e02\u573a\u538b\u529b\uff0c\u4f46Whale Rock\u5efa\u4ed3\u82f9\u679c\u7684\u4e3e\u52a8\u53ef\u80fd\u610f\u5473\u7740\u5176\u770b\u597d\u82f9\u679c\u5728\u670d\u52a1\u6536\u5165\u548c\u8fb9\u7f18AI\u9886\u57df\u7684\u957f\u671f\u6f5c\u529b\u3002\u82f9\u679c\u5f53\u524d\u62e5\u6709\u8d85\u8fc720\u4ebf\u53f0\u6d3b\u8dc3\u8bbe\u5907\uff0c\u670d\u52a1\u4e1a\u52a1\u6bdb\u5229\u7387\u6301\u7eed\u7ef4\u6301\u572870%\u4ee5\u4e0a\u7684\u9ad8\u4f4d\uff0c\u6210\u4e3a\u7a33\u5b9a\u5229\u6da6\u6765\u6e90\u3002<\/p>\n<p>\u4e0e\u6b64\u540c\u65f6\uff0cWhale Rock\u5c06<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%be%ae%e8%bd%af\" title=\"View all posts in \u5fae\u8f6f\" target=\"_blank\" class=\"tag_link\">\u5fae\u8f6f<\/a>\u4f5c\u4e3a\u53e6\u4e00\u91cd\u70b9\u5efa\u4ed3\u5bf9\u8c61\u3002\u5fae\u8f6f\u51ed\u501f\u4e0e<a href=\"https:\/\/www.alphaseek.cn\/?tag=openai\" title=\"View all posts in OpenAI\" target=\"_blank\" class=\"tag_link\">OpenAI<\/a>\u7684\u6df1\u5ea6\u5408\u4f5c\uff0c\u5df2\u6210\u4e3a\u4f01\u4e1aAI\u8f6f\u4ef6\u548c\u5e94\u7528\u5c42\u7684\u9886\u5bfc\u8005\u3002Azure\u4e91\u4e1a\u52a1\u589e\u901f\u91cd\u65b0\u52a0\u901f\uff0c\u53e0\u52a0Microsoft 365 Copilot\u7b49AI\u751f\u4ea7\u529b\u5de5\u5177\u7684\u9010\u6b65\u843d\u5730\uff0c\u5e02\u573a\u9884\u671f\u5fae\u8f6f\u5c06\u5728AI\u5546\u4e1a\u5316\u8fdb\u7a0b\u4e2d\u7387\u5148\u53d7\u76ca\u3002Whale Rock\u6b64\u8f6e\u8c03\u4ed3\u53cd\u6620\u51fa\u4ece\u786c\u4ef6\u57fa\u7840\u8bbe\u65bd\u5411\u8f6f\u4ef6\u5e94\u7528\u548c\u670d\u52a1\u8fc1\u79fb\u7684\u5e03\u5c40\u601d\u8def\u3002<\/p>\n<p>\u51cf\u6301\u82f1\u4f1f\u8fbe\uff1a\u9ad8\u4f4d\u83b7\u5229\u4e86\u7ed3<\/p>\n<p>Whale Rock\u9009\u62e9\u5728\u4e00\u5b63\u5ea6\u51cf\u6301\u82f1\u4f1f\u8fbe\uff0c\u8fd9\u4e0e\u5176\u589e\u6301\u5fae\u8f6f\u3001<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>\u5f62\u6210\u5bf9\u6bd4\u3002\u82f1\u4f1f\u8fbe\u80a1\u4ef7\u5728\u8fc7\u53bb\u4e24\u5e74\u56e0AI\u7b97\u529b\u9700\u6c42\u66b4\u6da8\u800c\u98d9\u5347\uff0c\u5e02\u503c\u4e00\u5ea6\u903c\u8fd15\u4e07\u4ebf\u7f8e\u5143\u3002\u5e02\u573a\u62c5\u5fe7\u5176\u5ba2\u6237\u6b63\u5728\u5f00\u53d1\u66ff\u4ee3\u65b9\u6848\u4e14\u7ade\u4e89\u52a0\u5267\uff0c\u9ad8\u4f4d\u83b7\u5229\u4e86\u7ed3\u6210\u4e3a\u90e8\u5206\u673a\u6784\u7684\u7406\u6027\u9009\u62e9\u3002<\/p>\n<p>AMD\u53d7\u9752\u7750\uff1a\u63a8\u7406<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>\u5e02\u573a\u6f5c\u529b<\/p>\n<p>\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0cWhale Rock\u540c\u6837\u5efa\u4ed3\u4e86AMD\u3002\u76f8\u8f83\u4e8e\u82f1\u4f1f\u8fbe\u5728\u8bad\u7ec3\u5e02\u573a\u7684\u7edd\u5bf9\u4f18\u52bf\uff0cAMD\u5728AI\u63a8\u7406\u82af\u7247\u9886\u57df\u5c55\u73b0\u51fa\u8ffd\u8d76\u52bf\u5934\uff0c\u5176MI300\u7cfb\u5217\u51ed\u501f\u9ad8\u6027\u4ef7\u6bd4\uff0c\u83b7\u5f97\u4e86\u5fae\u8f6f\u3001Meta\u7b49\u4e91\u5382\u5546\u7684\u91c7\u8d2d\u8ba2\u5355\u3002\u540c\u65f6\uff0cAMD\u5728CPU\u548cGPU\u7684\u96c6\u6210\u80fd\u529b\u4e3a\u6570\u636e\u4e2d\u5fc3\u63d0\u4f9b\u4e86\u66f4\u7075\u6d3b\u7684\u5f02\u6784\u8ba1\u7b97\u9009\u9879\u3002<\/p>\n<p>\u603b\u7ed3\uff1a\u8d85\u7ea7\u5206\u5316\u65f6\u4ee3\u7684\u5f00\u542f<\/p>\n<p>Whale Rock\u7684\u6700\u65b0\u8c03\u4ed3\u662fAI<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>\u8fdb\u5165\u65b0\u9636\u6bb5\u7684\u7f29\u5f71\u3002\u968f\u7740\u7b97\u529b\u57fa\u7840\u8bbe\u65bd\u521d\u6b65\u642d\u5efa\u5b8c\u6210\uff0c\u5e02\u573a\u7126\u70b9\u6b63\u4ece\u5356\u94f2\u5b50\u7684\u786c\u4ef6\u5382\u5546\u8f6c\u5411AI\u5e94\u7528\u548c\u670d\u52a1\u7684\u843d\u5730\uff0c\u8fd9\u610f\u5473\u7740\u79d1\u6280\u80a1\u7684\u6295\u8d44\u903b\u8f91\u5df2\u8fdb\u5165\u4e00\u4e2a\u8d85\u7ea7\u5206\u5316\u7684\u65b0\u9636\u6bb5\u3002<\/p>\n<p>\u8d23\u4efb\u7f16\u8f91\uff1a\u5f20\u4fca SF065<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u79d1\u6280\u80a1\u4ed3\u4f4d\u91cd\u5927\u8c03\u6574 \u6ce2\u58eb\u987f\u5bf9\u51b2\u57fa\u91d1Whale Rock Capital Management\u8fd1\u65e5\u5411\u7f8e\u56fd\u8bc1\u5238\u4ea4\u6613 [&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":[378,245,80,93,241,367,339,63],"views":18,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/780638"}],"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=780638"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/780638\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=780638"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=780638"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=780638"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}