{"id":793004,"date":"2026-06-04T15:50:01","date_gmt":"2026-06-04T07:50:01","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=793004"},"modified":"2026-06-04T15:50:01","modified_gmt":"2026-06-04T07:50:01","slug":"ai-%e8%b6%85%e8%bf%9e%e6%8e%a5%e6%97%b6%e4%bb%a3%ef%bc%9aai-%e5%90%91-%e5%85%89-%e9%a3%9e%e5%a5%94%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=793004","title":{"rendered":"AI \u8d85\u8fde\u63a5\u65f6\u4ee3\uff1aAI \u5411 \u201c\u5149\u201d \u98de\u5954\uff1f"},"content":{"rendered":"<blockquote>\n<p>\u6587 | \u6d77\u8c5a\u7814\u7a76<\/p>\n<\/blockquote>\n<p>22 \u5e74\u5e95 <a href=\"https:\/\/www.alphaseek.cn\/?tag=chatgpt\" title=\"View all posts in ChatGPT\" target=\"_blank\" class=\"tag_link\">ChatGPT<\/a> \u6a2a\u7a7a\u51fa\u4e16\u4ee5\u6765\uff0c\u4ece\u7b97\u529b\uff08GPU\uff09\u3001\u5b58\u529b\uff08\u5b58\u50a8\uff09\uff0c\u6307\u6325\u8c03\u5ea6\u529b\uff08CPU\uff09&hellip;&hellip;AI \u5df2\u7ecf\u5e26\u52a8\u4e86\u4e00\u4e2a\u53c8\u4e00\u4e2a\u7684\u534a\u5bfc\u4f53\u8d85\u7ea7\u4ea7\u4e1a\u673a\u4f1a\u3001\u4e00\u4e2a\u53c8\u4e00\u4e2a\u7684\u4e07\u4ebf\u7f8e\u91d1\u5e02\u503c\u516c\u53f8\u3002<\/p>\n<p>\u5982\u679c\u8bf4\u5728 AI <a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%9f%ba%e5%bb%ba\" title=\"View all posts in \u57fa\u5efa\" target=\"_blank\" class=\"tag_link\">\u57fa\u5efa<\/a>\u4e2d\uff0c\u8fd8\u6709\u4e00\u4e2a\u677f\u5757\u5c1a\u5f85\u51fa\u73b0\u4e00\u4e2a\u4e07\u4ebf\u5e02\u503c &ldquo;\u5f85\u7206\u5e1d&rdquo; \u7684\u8bdd\uff0c\u6d77\u8c5a\u541b\u63a5\u4e0b\u6765\u6700\u4e3a\u770b\u597d\u7684\u5c31\u662f AI \u65f6\u4ee3\u7684\u8d85\u7ea7\u8fde\u63a5\u4e86\u3002\u5982\u679c\u8bf4<strong>\u7b97\u529b\u89e3\u51b3\u4e86 AI&ldquo;\u667a\u5546&rdquo; \u95ee\u9898\uff0c\u5b58\u529b\u89e3\u51b3\u4e86 AI&ldquo;\u8bb0\u5fc6\u529b&rdquo; \u95ee\u9898\uff0c\u90a3\u4e48\u8fd0\u529b\u8981\u89e3\u51b3\u7684\u5c31\u662f\u5982\u4f55\u5c06\u957f\u3001\u77ed\u671f\u8bb0\u5fc6 &ldquo;\u5750\u4e0a\u706b\u7bad\u822c\u7684\u901f\u5ea6&rdquo; \u9ad8\u901f\u51fa\u5165\u8111\u529b\u4e2d\u5fc3\u3002<\/strong><\/p>\n<p>\u6216\u8005\u501f\u7528 AI \u6559\u7687\u9ec4\u4ec1\u52cb\u7684\u8bf4\u6cd5\uff0c\u968f\u7740\u7b97\u529b\u3001\u5185\u5b58\u74f6\u9888\u7684\u9010\u6b65\u7f13\u89e3\uff0c<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%83%bd%e6%ba%90\" title=\"View all posts in \u80fd\u6e90\" target=\"_blank\" class=\"tag_link\">\u80fd\u6e90<\/a>\u53c8\u662f\u4e00\u4e2a\u5341\u5e74\u7ea7\u7684\u6301\u7eed\u96be\u5ea6\uff0c\u4e0b\u4e00\u4e2a\u6838\u5fc3\u5361\u70b9\u662f AI \u65f6\u4ee3<strong>\u7f51\u7edc\u7684\u9ad8\u901f\u4e92\u8054<\/strong>\uff0c\u56e0\u4e3a\u4f20\u7edf\u4e91\u65f6\u4ee3\u7684\u7f51\u7edc\u57fa\u5efa\u5b8c\u5168\u65e0\u6cd5\u5339\u914d Agentic AI \u65f6\u4ee3\u4e0b\uff0c\u6570\u4e07\u4ebf\u6a21\u578b\u53c2\u6570\u3001\u6df7\u5408\u4e13\u5bb6\uff08MoE\uff09\u3001\u5c40\u90e8\u6fc0\u6d3b\u4e0b\uff0c\u5bf9\u7f51\u7edc\u5e26\u5bbd\u7684\u4f20\u8f93\u9700\u6c42\u3002<\/p>\n<p>\u672c\u7bc7\uff0c\u5c31\u63a5\u7740 AI \u7f51\u7edc\u4f20\u8f93\u901f\u5ea6\u4e0b\u9010\u6b65\u5207\u6362\u7684\u5149\u7535\u4f20\u8f93\u6280\u672f\u65b9\u5411&mdash;&mdash;CPO \u6765\u63a2\u7d22\u4e00\u4e0b AI \u65f6\u4ee3\u7684\u7f51\u7edc\u4f20\u8f93\u3002\u6d77\u8c5a\u541b\u5bf9\u4e8e CPO \u7684\u7814\u7a76\u5206\u4e3a\uff1a<\/p>\n<p><strong>\u4e00\u3001\u4ec0\u4e48\u662f CPO\uff0c\u5b83\u771f\u7684\u80fd\u66ff\u4ee3\u4f20\u7edf\u7684<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%93%9c\" title=\"View all posts in \u94dc\" target=\"_blank\" class=\"tag_link\">\u94dc<\/a>\u8fde\u63a5\u5417\uff1f<\/strong><\/p>\n<p><strong>\u4e8c\u3001\u5b83\u662f\u5426\u53c8\u80fd\u5b8c\u5168\u66ff\u4ee3\u5f53\u524d\u4e3b\u6d41\u7684\u53ef\u63d2\u62d4\u5149\u6a21\u5757\uff1f<\/strong><\/p>\n<p><strong>\u4e8c\u3001\u5728\u6b64\u8d8b\u52bf\u4e0b\uff0c\u4ea7\u4e1a\u5185\u4e0a\u4e0b\u6e38\u516c\u53f8\u7684\u7ade\u4e89\u683c\u5c40\u53c8\u5c06\u5982\u4f55\u53d8\u5316\uff1f<\/strong><\/p>\n<p><strong>\u5728\u672c\u7bc7\u6587\u7ae0\u4e2d\uff0c\u6211\u4eec\u9996\u5148\u5bf9\u4ea7\u4e1a\u94fe\u7684\u57fa\u672c\u95ee\u9898\u505a\u4e00\u4e2a\u68b3\u7406\u3002<\/strong><\/p>\n<p><strong>\u6b63\u6587\uff1a<\/strong><\/p>\n<p><strong>\u4e00\u3001\u4ec0\u4e48\u662f CPO\uff1f<\/strong><\/p>\n<p>\u5728\u4f20\u7edf\u6570\u636e\u4e2d\u5fc3\u67b6\u6784\u5f53\u4e2d\uff0c\u6709\u4e00\u4e2a\u91cd\u8981\u7684\u90e8\u4ef6\u5373 &ldquo;\u5149\u6a21\u5757&rdquo;\uff0c\u5b83\u7684\u4f5c\u7528\u662f\u5c06\u5149\u7ebf\u4f20\u8f93\u8fc7\u6765\u7684\u5149\u4fe1\u53f7\u8f6c\u5316\u4e3a\u7535\u4fe1\u53f7\u4f20\u9012\u7ed9\u6570\u636e\u4e2d\u5fc3\uff0c\u6216\u8005\u5c06\u6570\u636e\u4e2d\u5fc3\u5185\u4ea7\u751f\u7684\u7535\u4fe1\u53f7\u8f6c\u5316\u4e3a\u5149\u4fe1\u53f7\u5e76\u4e14\u4f20\u9012\u7ed9\u5149\u7ea4\uff0c\u5728\u6570\u636e\u4f20\u8f93\u4e2d\u8d77\u5230 &ldquo;\u6865\u6881&rdquo; \u548c &ldquo;\u7ffb\u8bd1&rdquo; \u7684\u4f5c\u7528\u3002<\/p>\n<p>\u4ece\u4f5c\u7528\u4e0a\u8bb2\uff0cCPO\uff08\u5373\u5171\u5c01\u88c5\u5149\u5b66\uff09\u67b6\u6784\u5f53\u4e2d\uff0c\u5305\u542b\u4e86\u4f20\u7edf\u5149\u6a21\u5757\u7684\u529f\u80fd\uff0c\u4f46\u6709\u4ee5\u4e0b\u4e24\u4e2a\u660e\u663e\u5dee\u5f02\uff1a<\/p>\n<p><strong>1\u3001\u7ed3\u6784\u4e0d\u540c<\/strong><\/p>\n<p>\u4f20\u7edf\u7684\u5149\u6a21\u5757\u662f\u53ef\u63d2\u62d4\u7684\uff0c\u8868\u9762\u770b\u8d77\u6765\u5c31\u50cf\u5bb6\u91cc\u7f51\u7ebf\u7aef\u53e3\u4e0a\u7684\u6c34\u6676\u5934\uff0c\u4f46 CPO \u5b8c\u5168\u4e0d\u540c\uff0c\u5b83\u5c06\u8d1f\u8d23\u5149\u7535\u8f6c\u6362\u7684\u5149\u5f15\u64ce\uff0c\u548c<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>\uff08\u8fd9\u91cc\u4e3b\u8981\u662f\u4ea4\u6362\u673a\u7684 ASIC \u82af\u7247\uff09\u76f4\u63a5\u96c6\u6210\u5728\u540c\u4e00\u5c01\u88c5\u57fa\u677f\u6216\u8005\u4e2d\u4ecb\u5c42\u4e0a\u3002<\/p>\n<p><strong>2\u3001\u5e94\u7528\u573a\u666f\u4e0d\u540c<\/strong><\/p>\n<p>\u5149\u6a21\u5757\u901a\u5e38\u5e94\u7528\u4e8e\u673a\u67dc\u95f4\uff08\u5373 Scale-out\uff09\uff1b\u800c CPO \u65e2\u53ef\u4ee5\u5e94\u7528\u4e8e\u673a\u67dc\u95f4\uff0c\u4e5f\u53ef\u4ee5\u5e94\u7528\u4e8e\u673a\u67dc\u5185\uff08Scale-up\uff09\uff0c\u5e94\u7528\u4e8e\u673a\u67dc\u95f4\uff0c\u66ff\u4ee3\u7684\u662f\u4f20\u7edf\u7684\u5149\u6a21\u5757\uff0c\u5e94\u7528\u4e8e\u673a\u67dc\u5185\uff0c\u66ff\u4ee3\u7684\u5219\u662f\u76ee\u524d\u4e3b\u6d41\u7684\u94dc\u8fde\u63a5\u3002<\/p>\n<p><strong>\u56fe\uff1a\u4f20\u7edf\u53ef\u63d2\u62d4\u6a21\u5f0f\u4e0e CPO \u65b9\u6848\u793a\u610f<\/strong><\/p>\n<figure>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/03\/a65baf8585254ebae024ad414f7d6001_1780484205.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x786\/gravity\/center\/crop\/!1440x786&ext=.jpeg\" width=\"903\" height=\"493\" alt=\"AI \u8d85\u8fde\u63a5\u65f6\u4ee3\uff1aAI \u5411 \u201c\u5149\u201d \u98de\u5954\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/figure>\n<p><strong>\u8d44\u6599\u6765\u6e90\uff1aGTC 2025\uff0cDolphin Research<\/strong><\/p>\n<p>\u6211\u4eec\u53ef\u4ee5\u770b\u5230\uff0c\u8fd1\u671f\u65e0\u8bba\u662f<a href=\"https:\/\/longbridge.cn\/quote\/NVDA.US?channel=WHAB0001\" target=\"_blank\" rel=\"noopener\">$\u82f1\u4f1f\u8fbe(NVDA.US)<\/a>\uff0c\u8fd8\u662f<a href=\"https:\/\/longbridge.cn\/quote\/AVGO.US?channel=WHAB0001\" target=\"_blank\" rel=\"noopener\">$\u535a\u901a(AVGO.US)<\/a>\uff0c\u90fd\u5728\u79ef\u6781\u63a8\u52a8\u4ed6\u4eec CPO \u4ea4\u6362\u673a\u65b9\u6848\u3002<\/p>\n<p>\u90a3\u4e48 CPO \u6280\u672f\u4e3a\u4ec0\u4e48\u4f1a\u5f97\u5230\u5982\u6b64\u91cd\u89c6\u5462\uff1f\u56e0\u4e3a\u6570\u636e\u4e2d\u5fc3\u5bf9\u7b97\u529b\u9700\u6c42\u6301\u7eed\u63d0\u5347\uff0c\u6570\u636e\u4e2d\u5fc3\u5bf9\u6570\u636e\u4f20\u8f93\u7684\u5e26\u5bbd\u9700\u6c42\u4e5f\u5448\u7206\u53d1\u5f0f\u589e\u957f\uff0c\u4e14\u6570\u636e\u4e2d\u5fc3\u6b63\u5728\u5f80\u8d85\u5927\u89c4\u6a21\u7b97\u529b\u96c6\u7fa4\u7684\u65b9\u5411\u53d1\u5c55\uff0c\u90a3\u4e48\u5728\u6b64\u8fc7\u7a0b\u4e2d\uff0c\u65e7\u6709\u7684\u4f20\u7edf\u6570\u636e\u4f20\u8f93\u6280\u672f\u4f1a\u5f62\u6210\u8bf8\u591a\u963b\u788d\uff1a<\/p>\n<p><strong>1\u3001\u5e26\u5bbd\u74f6\u9888<\/strong><\/p>\n<p>\u5bf9\u4e8e\u673a\u67dc\u95f4\u573a\u666f\uff0c\u7531\u4e8e\u4f20\u7edf\u4ea4\u6362\u673a\u9762\u677f\u7a7a\u95f4\u6709\u9650\uff0c\u800c\u4f20\u7edf\u53ef\u63d2\u62d4\u5149\u6a21\u5757\u5c3a\u5bf8\u53c8\u96be\u4ee5\u7f29\u5c0f\uff0c\u5bfc\u81f4\u5355\u53f0\u4ea4\u6362\u673a\u80fd\u591f\u63d0\u4f9b\u7684\u7aef\u53e3\u53d7\u9650\uff0c\u65e0\u6cd5\u652f\u6301\u8d8a\u6765\u8d8a\u9ad8\u7684\u5e26\u5bbd\u8981\u6c42\u3002<\/p>\n<p>\u76ee\u524d\u53ef\u63d2\u62d4\u6a21\u5757\u6700\u9ad8\u53ef\u652f\u6301 1.6Tbps \u5355\u6a21\u5757\u5e26\u5bbd\uff0c\u5355\u4e2a\u4ea4\u6362\u673a\u9762\u677f\u6700\u591a\u53ef\u652f\u6301 51.2Tbps \u5e26\u5bbd\uff0c\u672a\u6765\u6709\u53ef\u80fd\u63a8\u51fa 3.2Tbps \u6a21\u5757\uff0c\u4ea4\u6362\u673a\u6700\u9ad8\u652f\u6301 102.4Tbps\uff0c\u8fd9\u51e0\u4e4e\u5df2\u7ecf\u8fbe\u5230\u53ef\u63d2\u62d4\u5149\u6a21\u5757\u7684\u6781\u9650\u3002<\/p>\n<p><strong>2\u3001\u4fe1\u53f7\u5b8c\u6574\u6027\u74f6\u9888<\/strong><\/p>\n<p>\u5728\u673a\u67dc\u5185\u573a\u666f\uff0c\u968f\u7740\u4f20\u8f93\u901f\u7387\u63d0\u5347\uff0c\u5982\u679c\u4f7f\u7528\u4f20\u7edf\u7684\u94dc\u7f06\uff0c\u90a3\u4e48\u7535\u4fe1\u53f7\u5728\u957f\u8ddd\u79bb\u4f20\u8f93\u65f6\u4f1a\u9762\u4e34\u4e25\u91cd\u4fe1\u53f7\u8870\u51cf\u548c\u5931\u771f\uff0c\u5e76\u4e14\u4f20\u8f93\u8ddd\u79bb\u4e5f\u4f1a\u8d8a\u6765\u8d8a\u53d7\u9650\u3002<\/p>\n<p>\u76ee\u524d\u94dc\u7f06\u6700\u9ad8\u53ef\u652f\u6301 1.8TB\/s \u5e26\u5bbd\uff08\u5982\u82f1\u4f1f\u8fbe\u7684 NVLink \u94dc\u7f06\uff09\uff0c\u4e14\u8ddd\u79bb\u88ab\u4e25\u683c\u9650\u5236\u5728 2 \u7c73\u4ee5\u5185\uff0c\u4f46\u5355 GPU \u5bf9\u5e26\u5bbd\u9700\u6c42\u6b63\u5728\u5411 3.6TB\/s \u8fc8\u8fdb\u3002<\/p>\n<p><strong>3\u3001\u6563\u70ed\u548c\u529f\u8017\u74f6\u9888<\/strong><\/p>\n<p>\u968f\u7740\u4f20\u8f93\u901f\u7387\u63d0\u9ad8\uff0c\u4f20\u7edf<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%80%9a%e8%ae%af\" title=\"View all posts in \u901a\u8baf\" target=\"_blank\" class=\"tag_link\">\u901a\u8baf<\/a>\u94fe\u8def\u7684\u529f\u8017\u5927\u5e45\u4e0a\u5347\uff0c\u540c\u65f6\u6563\u70ed\u4e5f\u8d8a\u6765\u8d8a\u9762\u4e34\u56f0\u96be\u3002\u6211\u4eec\u77e5\u9053\u76ee\u524d<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>\u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u9762\u4e34\u6781\u5927\u7684\u80fd\u6e90\u969c\u788d\uff0c\u6240\u4ee5\u529f\u8017\u95ee\u9898\u4f1a\u5e26\u6765\u663e\u8457\u7684\u6210\u672c\u538b\u529b\u3002<\/p>\n<p>CPO \u7406\u8bba\u4e0a\u53ef\u4ee5\u8f83\u597d\u5730\u89e3\u51b3\u4e0a\u8ff0\u51e0\u9879\u95ee\u9898\uff0c\u6839\u636e\u82f1\u4f1f\u8fbe\uff0c\u5e94\u7528 CPO \u540e\u529f\u7387\u6548\u7387\u53ef\u4ee5\u63d0\u5347 3.5 \u500d\u3002<\/p>\n<p><strong>\u4e8c\u3001\u5177\u4f53\u800c\u8a00\uff0c\u6570\u636e\u4e2d\u5fc3\u7684\u6570\u636e\u4f20\u8f93\u573a\u666f\u6709\u54ea\u4e9b\uff1f<\/strong><\/p>\n<p>\u8fd9\u91cc\u6211\u4eec\u5bf9\u6570\u636e\u4e2d\u5fc3\u5728\u4e0d\u540c\u573a\u666f\u548c\u4e0d\u540c\u73af\u8282\u4e2d\u7684\u6570\u636e\u4f20\u8f93\u6280\u672f\u8def\u7ebf\u8fdb\u884c\u62c6\u5206\uff1a<\/p>\n<p><strong>\u56fe\uff1aScale-out \u548c Scale-up \u793a\u4f8b<\/strong><\/p>\n<figure>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/03\/ea8b3112a2b9d6fd2278c3d2ba6ca8bf_1780484205.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x751\/gravity\/center\/crop\/!1440x751&ext=.jpeg\" width=\"1594\" height=\"832\" alt=\"AI \u8d85\u8fde\u63a5\u65f6\u4ee3\uff1aAI \u5411 \u201c\u5149\u201d \u98de\u5954\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/figure>\n<p><strong>\u8d44\u6599\u6765\u6e90\uff1aNADDOD\uff0cDolphin Research<\/strong><\/p>\n<p><strong>1\u3001Scale-up\uff0c\u4e3b\u8981\u6d89\u53ca\u673a\u67dc\u5185\u4e92\u8054<\/strong><\/p>\n<p>\u4e3b\u8981\u6d89\u53ca\u673a\u67dc\u5185\uff0c\u5c24\u5176\u662f\u670d\u52a1\u5668\u5185\u7684\u786c\u4ef6\u4e92\u8fde\uff0c\u5305\u62ec\u4f46\u4e0d\u9650\u4e8e CPU\u3001GPU\u3001\u7f51\u5361\u3001DDR \u5185\u5b58\u4ee5\u53ca\u786c\u76d8\u4e4b\u95f4\u7684\u4e92\u8fde\u3002<\/p>\n<p>\u76ee\u524d\u8fd9\u90e8\u5206\u8fde\u63a5\u4e3b\u8981\u4ee5\u94dc\u4e3a\u4e3b\u8981\u8fde\u63a5\u4ecb\u8d28\uff0c\u5305\u62ec\u7528\u6765\u8fde\u63a5 CPU\u3001GPU \u4ee5\u53ca\u7f51\u5361\u7684 PCle \u63d2\u69fd\u4ee5\u53ca\u5185\u5b58\u63d2\u69fd\uff08PCB \u94dc\u8d70\u7ebf\uff09\uff0cSATA \u7ebf\u7b49\u5404\u7c7b\u94dc\u7f06\u7b49\u3002\u800c CPO \u6709\u53ef\u80fd\u98a0\u8986\u76ee\u524d\u7684\u4e3b\u6d41\u65b9\u6848\u3002<\/p>\n<p><strong>2\u3001Scale-out\uff0c\u4e3b\u8981\u6d89\u53ca\u673a\u67dc\u95f4\u4e92\u8054<\/strong><\/p>\n<p>\u4e3b\u8981\u6d89\u53ca\u673a\u67dc\u6216\u8005\u670d\u52a1\u5668\u4ee5\u53ca\u4ea4\u6362\u673a\u4e4b\u95f4\u7684\u4e92\u8fde\u3002<\/p>\n<p>\u8fd9\u90e8\u5206\u8fde\u63a5\u5c31\u9700\u8981\u4ee5\u5149\u4f5c\u4e3a\u8fde\u63a5\u4ecb\u8d28\u4e86\uff0c\u76ee\u524d\u4e3b\u8981\u4ee5\u5149\u7ea4\u548c\u53ef\u63d2\u62d4\u5149\u6a21\u5757\u4e3a\u4e3b\u8981\u65b9\u6848\u3002\u540c\u6837\uff0cCPO \u662f\u91cd\u8981\u53d1\u5c55\u8d8b\u52bf\uff0c\u4e14\u6bd4\u673a\u67dc\u5185\u573a\u666f\u8fdb\u5c55\u66f4\u5feb\u3002<\/p>\n<p>3\u3001\u66f4\u8fdb\u4e00\u6b65\u5730\uff0c\u8fd8\u6709\u6570\u636e\u4e2d\u5fc3\u4e4b\u95f4\u4ee5\u53ca\u6570\u636e\u4e2d\u5fc3\u4e0e\u5916\u90e8\u7684\u4e92\u8fde\uff0c\u8fd9\u90e8\u5206\u4e0d\u662f\u672c\u6587\u7684\u8ba8\u8bba\u91cd\u70b9\u3002<\/p>\n<figure>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/03\/62ab465694fa8912828b59bcd003999b_1780484205.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x499\/gravity\/center\/crop\/!1440x499&ext=.jpeg\" width=\"1366\" height=\"474\" alt=\"AI \u8d85\u8fde\u63a5\u65f6\u4ee3\uff1aAI \u5411 \u201c\u5149\u201d \u98de\u5954\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/figure>\n<p>\u4ece\u5de8\u5934\u5e03\u5c40\u6765\u770b\uff0cCPO \u73b0\u9636\u6bb5\u5728\u573a\u666f\u4e0a\u4e3b\u8981\u9762\u5411\u673a\u67dc\u95f4\uff0c\u4f46\u672a\u6765\u53ef\u80fd\u9762\u5411\u673a\u67dc\u5185\u573a\u666f\u3002<\/p>\n<p><strong>\u4e09\u3001CPO \u76ee\u524d\u8fd8\u5904\u5728\u521d\u6b65\u7684\u63a8\u5e7f\u9636\u6bb5\uff0c\u9762\u4e34\u7684\u4e3b\u8981\u74f6\u9888\u662f\u4ec0\u4e48\uff1f<\/strong><\/p>\n<p><strong>1\u3001\u5148\u8fdb\u5c01\u88c5\u6280\u672f\u7684\u6210\u719f<\/strong><\/p>\n<p>\u4ece\u5e95\u5c42\u6280\u672f\u6765\u770b\uff0cCPO \u4e0e\u8bf8\u5982\u53ef\u63d2\u62d4\u5149\u6a21\u5757\u8fd9\u7c7b\u4f20\u7edf\u65b9\u6848\u76f8\u6bd4\u5b8c\u5168\u4e0d\u540c\u3002\u4f20\u7edf\u5149\u7535\u5b50\u96f6\u90e8\u4ef6\u4ece\u751f\u4ea7\u6280\u672f\u4e0a\u4e0e\u5e7f\u4e49\u7684\u5149\u7535\u5b50\u5143\u5668\u4ef6\u53ca\u6a21\u7ec4\u5dee\u5f02\u4e0d\u5927\uff0c\u4f46 CPO \u9700\u8981\u5c06\u5149\u5f15\u64ce\u5c01\u88c5\u5230\u57fa\u677f\u6216\u4e2d\u4ecb\u5c42\uff0c\u4e3b\u8981\u4f9d\u9760\u7684\u5374\u662f<strong>\u5148\u8fdb\u5c01\u88c5\u6280\u672f\u5982 CoWoS<\/strong>\u3002<\/p>\n<p>\u4e0e\u6b64\u540c\u65f6\uff0c\u76f8\u5bf9\u4e8e\u6211\u4eec\u901a\u5e38\u6240\u7406\u89e3\u7684\u5148\u8fdb\u5c01\u88c5\uff0cCPO \u4e5f\u6709\u6240\u4e0d\u540c\uff0c\u56e0\u4e3a\u5b83\u4e0d\u53ea\u8981<strong>\u96c6\u6210\u7535\u5b50\u96c6\u6210\u7535\u8def\uff0c\u540c\u65f6\u8fd8\u8981\u96c6\u6210\u5149\u5b50\u96c6\u6210\u7535\u8def\uff0c\u90a3\u4e48\u8fd9\u79cd\u5f02\u8d28\u96c6\u6210\u9700\u8981\u901a\u8fc7\u8bf8\u5982<\/strong><a href=\"https:\/\/longbridge.cn\/quote\/TSM.US?channel=WHAB0001\" target=\"_blank\" rel=\"noopener\">$\u53f0\u79ef\u7535(TSM.US)<\/a><strong>COUPE \u6280\u672f\u8fdb\u884c\u6df7\u5408\u952e\u5408\u3002<\/strong><\/p>\n<p>\u95ee\u9898\u5728\u4e8e\uff0c\u4e00\u65b9\u9762\uff0c\u4e0a\u8ff0\u5148\u8fdb\u5c01\u88c5\u6280\u672f\u5de5\u827a\u96be\u5ea6\u6781\u5927\uff0c\u65e0\u8bba\u662f\u82f1\u4f1f\u8fbe\u8fd8\u662f\u535a\u901a\uff0c\u90fd\u4f9d\u8d56\u53f0\u79ef\u7535\u4ea7\u80fd\uff0c\u4f46\u4ea7\u80fd\u662f\u6709\u9650\u7684\uff0c\u9664\u6b64\u4e4b\u5916\uff0c\u5305\u62ec\u6240\u9700\u7684\u5149\u8026\u548c\u8bbe\u5907\u3001\u6df7\u5408\u952e\u5408\u8bbe\u5907\u3001\u6d4b\u8bd5\u8bbe\u5907\uff0c\u4ee5\u53ca ABF \u57fa\u677f\u7b49\u6750\u6599\u7684\u4f9b\u5e94\u4e5f\u53ef\u80fd\u5b58\u5728\u969c\u788d\uff1b<\/p>\n<p>\u5e76\u4e14\uff0c\u73b0\u9636\u6bb5\u4e0a\u8ff0\u5148\u8fdb\u5c01\u88c5\u6280\u672f\uff0c\u5c24\u5176\u662f\u5f02\u8d28\u96c6\u6210\u7684\u751f\u4ea7\u826f\u7387\u8fd8\u5b58\u5728\u5f88\u5927\u63d0\u5347\u7a7a\u95f4\uff0c\u5bfc\u81f4\u6210\u672c\u8fdc\u9ad8\u4e8e\u53ef\u63d2\u62d4\u65b9\u6848\u3002\u76ee\u524d\u53f0\u79ef\u7535\u6b63\u52aa\u529b\u63d0\u5347\u5148\u8fdb\u5c01\u88c5\u826f\u7387\uff0c\u4f46\u4ecd\u9700\u8981\u4e00\u5b9a\u7684\u65f6\u95f4\u3002<\/p>\n<p><strong>2\u3001\u68c0\u4fee\u548c\u7ef4\u62a4\u95ee\u9898<\/strong><\/p>\n<p>\u5bf9\u4e8e\u4f20\u7edf\u53ef\u63d2\u62d4\u65b9\u6848\u800c\u8a00\uff0c\u7531\u4e8e\u5b83\u4eec\u662f &ldquo;\u53ef\u63d2\u62d4&rdquo; \u7684\uff0c\u6240\u4ee5\u68c0\u4fee\u548c\u7ef4\u62a4\u5f88\u65b9\u4fbf\u3002\u4f46 CPO \u5b8c\u5168\u4e0d\u540c\uff0c\u5b83\u7684\u5149\u7535\u6a21\u5757\u4e0e\u57fa\u677f\u3001\u4e2d\u4ecb\u5c42\u751a\u81f3\u82af\u7247\u76f4\u63a5\u5c01\u88c5\u5728\u4e00\u8d77\uff0c\u90a3\u4e48\u68c0\u4fee\u548c\u7ef4\u62a4\u96be\u5ea6\u4f1a\u663e\u8457\u5927\u4e8e\u4f20\u7edf\u65b9\u6848\u3002<\/p>\n<p>\u4f46\u4ee5\u4e0a\u95ee\u9898\u4e5f\u662f\u53ef\u4ee5\u89e3\u51b3\u7684\uff0c\u6bd4\u5982\u4ece\u8bbe\u8ba1\u4e0a\u63d0\u9ad8\u4e00\u5b9a\u7684\u5bb9\u9519\u7387\uff0c\u6216\u8005\u5728\u8fd0\u8425\u5c42\u9762\u5e03\u5c40\u4e00\u5b9a\u7684\u5197\u4f59\u7b49\u7b49\u3002<\/p>\n<p><strong>3\u3001\u70ed\u7ba1\u7406\u95ee\u9898<\/strong><\/p>\n<p>\u5149\u5f15\u64ce\u4e0e\u82af\u7247\u8fdb\u884c\u9ad8\u5bc6\u5ea6\u5c01\u88c5\uff0c\u5728\u8fd0\u884c\u65f6\u4f1a\u5bfc\u81f4\u5c40\u90e8\u5347\u6e29\u660e\u663e\uff0c\u751a\u81f3\u8d85\u8fc7\u6fc0\u5149\u5668\u7684\u8010\u53d7\u6781\u9650\uff0c\u6240\u4ee5\u70ed\u7ba1\u7406\u4e5f\u662f\u4e00\u4e2a\u5927\u95ee\u9898\u3002\u4e3a\u4e86\u89e3\u51b3\u4ee5\u4e0a\u95ee\u9898\uff0c\u9700\u8981\u5f15\u5165\u66f4\u9ad8\u6548\u7684\u6563\u70ed\u65b9\u6848\uff0c\u4f46\u8fd9\u540c\u6837\u4f1a\u6d89\u53ca\u6210\u672c\u3002<\/p>\n<p><strong>4\u3001\u6807\u51c6\u5316\u95ee\u9898<\/strong><\/p>\n<p>\u76ee\u524d\u82f1\u4f1f\u8fbe\u3001\u535a\u901a\u7b49\u4e3a\u4e86\u62a2\u5360\u5e02\u573a\u5148\u673a\uff0c\u79ef\u6781\u63a8\u51fa\u81ea\u5df1\u5b8c\u6574\u7684\u72ec\u7acb\u7684 CPO \u4ea4\u6362\u673a\u65b9\u6848\u3002\u4f46\u4e0e\u6b64\u540c\u65f6\uff0c\u884c\u4e1a\u6807\u51c6\uff08\u63a5\u53e3\u6807\u51c6\u3001\u5c01\u88c5\u6807\u51c6\u7b49\uff09\u8fd8\u6682\u672a\u5f62\u6210\uff0c\u5982\u6b64\u4e00\u6765\uff0c\u4e0a\u4e0b\u6e38\u96be\u4ee5\u57fa\u4e8e\u7edf\u4e00\u6807\u51c6\u8fdb\u884c\u7814\u53d1\u3001\u751f\u4ea7\u548c\u914d\u7f6e\uff0c\u8fd9\u4e5f\u662f\u5546\u4e1a\u5316\u63a8\u5e7f\u7684\u96be\u70b9\u6240\u5728\u3002<\/p>\n<p>\u603b\u4e4b\uff0c\u53ef\u4ee5\u770b\u5230\uff0c\u4ee5\u4e0a\u95ee\u9898\u5747\u5b58\u5728\u89e3\u51b3\u65b9\u6848\uff0c\u53ea\u4e0d\u8fc7\u8981\u4f9d\u9760\u6280\u672f\u7684\u6210\u719f\u3001\u6807\u51c6\u7684\u5236\u5b9a\u7b49\uff0c\u4f46\u8fd9\u90fd\u9700\u8981\u65f6\u95f4\u3002<\/p>\n<p>\u53e6\u4e00\u65b9\u9762\uff0c\u4ece\u6839\u672c\u4e0a\u8bb2\uff0cCPO \u6280\u672f\u5728\u7efc\u5408\u6210\u672c\u4e0a\u9700\u8981\u5f62\u6210\u4f18\u52bf\u3002<\/p>\n<p>\u90a3\u4e48\u8fd9\u5c31\u5ef6\u4f38\u51fa\u4e00\u4e2a\u95ee\u9898\uff1a\u65e0\u8bba\u4f55\u79cd\u65b9\u6848\uff0c\u6210\u672c\u603b\u662f\u6838\u5fc3\u8003\u91cf\u56e0\u7d20\uff0c\u4f46\u9664 CPO \u5916\uff0c\u4e5f\u6709\u5176\u4ed6\u66f4\u5148\u8fdb\uff0c\u6216\u8005\u66f4\u4fdd\u5b88\u7684\u8def\u7ebf\u5728\u63a8\u8fdb\u5f53\u4e2d\uff0c\u5b83\u4eec\u4e4b\u95f4\u5448\u73b0\u600e\u6837\u7684\u5173\u7cfb\u5462\uff1f\u8fd9\u91cc\u6211\u4eec\u5148\u533a\u5206\u4e0b\u4e0d\u540c\u6280\u672f\u8def\u7ebf\u7684\u5dee\u5f02\u3002<\/p>\n<p><strong>\u56db\u3001\u6280\u672f\u8def\u7ebf\u6bd4\u8f83<\/strong><\/p>\n<p><strong>1\u3001CPO<\/strong><\/p>\n<p>\u6211\u4eec\u8ba8\u8bba\u7684 CPO\uff0c\u4e5f\u5c31\u662f\u5171\u5c01\u88c5\u5149\u5b66\uff08Co-Packaged Optics\uff09\uff0c\u5982\u4e0a\u6587\u6240\u8ff0\uff0c\u6307\u7684\u662f\u5c06\u5149\u5f15\u64ce\u548c\u82af\u7247\u5c01\u88c5\u5728\u540c\u4e00\u57fa\u677f\u4e0a\uff0c\u8fd9\u91cc\u7684\u82af\u7247\u65e2\u53ef\u4ee5\u662f\u4ea4\u6362\u82af\u7247\uff08Asic\uff09\uff0c\u4e5f\u53ef\u4ee5\u662f GPU \u7b49\u8ba1\u7b97\u82af\u7247\uff0c\u4f46\u901a\u5e38\u6307\u7684\u662f\u4ea4\u6362\u82af\u7247\u3002<\/p>\n<p><strong>2\u3001NPO<\/strong><\/p>\n<p>NPO \u662f\u8fd1\u5c01\u88c5\u5149\u5b66\uff08Near-Packaged Optics\uff09\uff0c\u6bd4 CPO \u521d\u7ea7\u4e00\u70b9\uff0c\u8fd8\u6ca1\u6709\u6253\u5230\u5c01\u88c5\u5728\u540c\u4e00\u57fa\u677f\u751a\u81f3\u4e2d\u4ecb\u5c42\u8fd9\u6837\u7684\u5c3a\u5ea6\uff0c\u800c\u53ea\u662f\u5c01\u88c5\u5728\u540c\u4e00\u5757 PCB \u6bcd\u677f\u4e0a\u3002<\/p>\n<p>\u4e2d\u56fd\u56fd\u5185\u5305\u62ec<a href=\"https:\/\/longbridge.cn\/quote\/BABA.US?channel=WHAB0001\" target=\"_blank\" rel=\"noopener\">$\u963f\u91cc\u5df4\u5df4(BABA.US)<\/a>\u3001<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%8d%8e%e4%b8%ba\" title=\"View all posts in \u534e\u4e3a\" target=\"_blank\" class=\"tag_link\">\u534e\u4e3a<\/a>\u7b49\u90fd\u5728\u63a8\u52a8 NPO \u65b9\u6848\uff0c\u8fd9\u66f4\u591a\u53ef\u770b\u4f5c\u662f\u7f3a\u4e4f\u5148\u8fdb\u5c01\u88c5\u4ea7\u80fd\u4e0b\u7684\u4e00\u79cd\u59a5\u534f\u65b9\u6848\uff0c\u4f46\u53ef\u80fd\u5728\u4e00\u6bb5\u65f6\u95f4\u5185\u6210\u4e3a\u4e2d\u56fd\u5e02\u573a\u7684\u4e3b\u6d41\u65b9\u6848\uff0c\u8fd9\u4e00\u5b9a\u7a0b\u5ea6\u4e0a\u4f1a\u5f71\u54cd\u5230\u82f1\u4f1f\u8fbe\u65b9\u6848\u5728\u4e2d\u56fd\u5e02\u573a\u7684\u6e17\u900f\u3002<\/p>\n<p><strong>\u56fe\uff1a\u4e0d\u540c\u96c6\u6210\u65b9\u5f0f\u5c55\u793a:(\u4ece\u4e0a\u5230\u4e0b\u5206\u522b\u4e3a\u53ef\u63d2\u62d4\u65b9\u5f0f\u3001NPO\u3001CPO\uff08\u96c6\u6210\u5728\u5c01\u88c5\u57fa\u677f\uff09\u3001CPO\uff08\u96c6\u6210\u5728\u4e2d\u4ecb\u5c42\uff09\uff0c\u4ee5\u53ca\u4e0b\u9762\u8981\u8bf4\u7684 OIO)<\/strong><\/p>\n<figure>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/03\/f1677db4aac2d1ab4399c75b4bf54094_1780484205.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x668\/gravity\/center\/crop\/!1440x668&ext=.jpeg\" width=\"902\" height=\"419\" alt=\"AI \u8d85\u8fde\u63a5\u65f6\u4ee3\uff1aAI \u5411 \u201c\u5149\u201d \u98de\u5954\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/figure>\n<p><strong>\u8d44\u6599\u6765\u6e90\uff1aASE\uff0cDolphin Research<\/strong><\/p>\n<p><strong>3\u3001OIO<\/strong><\/p>\n<p>OIO\uff08Optical I\/O\uff09\u53ef\u770b\u4f5c\u662f CPO \u7684\u8fdb\u9636\uff0c\u8fd9\u91cc\u5c31\u6ca1\u6709\u4ea4\u6362\u82af\u7247\u7684\u4e8b\u60c5\u4e86\uff0c\u4e3b\u8981\u8ddf\u8ba1\u7b97\u82af\u7247\u76f8\u5173\uff0c\u6307\u7684\u662f\u5c06\u5149\u5f15\u64ce\u4e0e\u8ba1\u7b97\u82af\u7247\u5c01\u88c5\u5728\u4e00\u8d77\uff0c\u751a\u81f3\u662f\u76f4\u63a5\u5728\u82af\u7247\u5c42\u9762\u4e0a\u7ed3\u5408\u5728\u4e00\u8d77\uff0c\u8fd9\u9762\u5411\u7684\u5b8c\u5168\u662f\u673a\u67dc\u5185\u573a\u666f\u3002<\/p>\n<p><strong>\u56fe\uff1a\u4e0d\u540c\u96c6\u6210\u65b9\u5f0f\u5c55\u793a\uff1a\u53ef\u63d2\u62d4\u3001CPO\u3001OIO<\/strong><\/p>\n<figure>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/03\/c23cdd4c7282f613fa098fb150598a99_1780484205.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x762\/gravity\/center\/crop\/!1440x762&ext=.jpeg\" width=\"1101\" height=\"583\" alt=\"AI \u8d85\u8fde\u63a5\u65f6\u4ee3\uff1aAI \u5411 \u201c\u5149\u201d \u98de\u5954\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/figure>\n<p><strong>\u8d44\u6599\u6765\u6e90\uff1a\u53f0\u79ef\u7535\uff0cOpenlight\uff0cDolphin Research<\/strong><\/p>\n<p><strong>\u8c08\u5230\u8fd9\u91cc\uff0c\u6211\u4eec\u518d\u6765\u660e\u786e\u4e00\u4e0b\u6570\u636e\u4e2d\u5fc3\u7684\u67b6\u6784\uff1a<\/strong><\/p>\n<p>\u6570\u636e\u4e2d\u5fc3\uff0c\u53ef\u4ee5\u770b\u4f5c\u662f\u4ee5\u4e0b\u51e0\u4e2a\u90e8\u5206\u4e92\u76f8\u8fde\u63a5\uff1a<\/p>\n<p><strong>\u670d\u52a1\u5668<\/strong>\u4e13\u6ce8\u4e8e\u8ba1\u7b97\u4efb\u52a1\uff0c\u5185\u90e8\u88c5\u8f7d GPU\u3001CPU \u7b49\u8ba1\u7b97\u82af\u7247\uff0c\u5185\u5b58\u3001\u786c\u76d8\u7b49\uff1b<\/p>\n<p><strong>\u4ea4\u6362\u673a<\/strong>\u5219\u8d1f\u8d23\u670d\u52a1\u5668\u4e4b\u95f4\u4ee5\u53ca\u670d\u52a1\u5668\u5411\u5916\u90e8\u7684\u7f51\u7edc\u901a\u4fe1\uff0c\u901a\u8fc7 ASIC \u82af\u7247\u5b9e\u73b0\u6570\u636e\u4ea4\u6362\uff1b<\/p>\n<p>\u9664\u6b64\u4e4b\u5916\u8fd8\u6709\u5b58\u50a8\u7cfb\u7edf\uff0c\u5728\u76ee\u524d\u4e3b\u6d41\u6570\u636e\u4e2d\u5fc3\u67b6\u6784\u5f53\u4e2d\uff0c\u5b58\u50a8\u5668\u4e3b\u8981\u5206\u6563\u5e03\u7f6e\u5728\u670d\u52a1\u5668\u8282\u70b9\uff0c\u5e76\u653e\u7f6e\u4e8e\u5728\u670d\u52a1\u5668\u5185\u90e8\uff0c\u4e0e\u670d\u52a1\u5668\u7ed3\u5408\u5728\u4e00\u8d77\u3002<\/p>\n<p>\u57fa\u4e8e\u4e0a\u8ff0\u67b6\u6784\uff0c\u6211\u4eec\u5c31\u80fd\u53ef\u4ee5\u60f3\u8c61 CPO \u7684\u5e94\u7528\u573a\u666f\u3002\u90a3\u4e48\u5728\u6b64\u57fa\u7840\u4e0a\uff0c\u6211\u4eec\u8ba8\u8bba\u4e0b\uff0c<strong>\u4e3a\u4ec0\u4e48 CPO \u7387\u5148\u4ece\u4ea4\u6362\u82af\u7247\u5f00\u59cb\uff1f<\/strong><\/p>\n<p>\u8fd9\u91cc\u6211\u4eec\u5bf9\u4ea4\u6362\u673a\u7684\u4f5c\u7528\u505a\u4e2a\u7c7b\u6bd4&mdash;&mdash;\u4ea4\u6362\u673a\u53ef\u4ee5\u770b\u4f5c\u662f\u6570\u636e\u4e2d\u5fc3\u5185\u90e8\u7684\u7acb\u4ea4\u6865\uff0c\u90a3\u4e48\u53ef\u4ee5\u60f3\u8c61\uff0c\u4ea4\u6362\u673a\u6240\u627f\u62c5\u7684\u6570\u636e\u4f20\u8f93\u5e26\u5bbd\u538b\u529b\u3001\u7aef\u53e3\u5bc6\u5ea6\u4ee5\u53ca\u4e0e\u4e4b\u76f8\u4f34\u968f\u7684\u529f\u8017\u74f6\u9888\u662f\u6700\u5927\u7684\uff0c\u90a3\u4e48\u81ea\u7136\u5bf9 CPO \u7684\u9700\u6c42\u66f4\u8feb\u5207\u3002<\/p>\n<p><strong>4\u3001CPC<\/strong><\/p>\n<p>CPC\uff0c\u662f\u5171\u5c01\u88c5\u94dc\u4e92\u8054\uff08Co-Packaged Copper\uff09\uff0c\u6307\u7684\u662f\u628a\u9ad8\u901f\u94dc\u8fde\u63a5\u5668\u76f4\u63a5\u96c6\u6210\u5728\u5c01\u88c5\u57fa\u677f\u4e0a\u3002<\/p>\n<p>\u8fd9\u79cd\u6280\u672f\u8def\u7ebf\u7684\u6210\u672c\u4f18\u52bf\u662f\u975e\u5e38\u660e\u663e\u7684\uff0c\u4f46\u4ecd\u7136\u89e3\u51b3\u4e0d\u4e86\u94dc\u4ecb\u8d28\u7684\u5e26\u5bbd\u74f6\u9888\u548c\u8870\u51cf\u95ee\u9898\uff0c\u6240\u4ee5\u5e94\u7528\u573a\u666f\u6bd4\u8f83\u53d7\u9650\uff0c\u53ef\u4ee5\u90e8\u5206\u5e94\u7528\u5728\u673a\u67dc\u5185\u90e8\u7684 GPU\/CPU \u8282\u70b9\u4e0e\u4ea4\u6362\u673a\u53ca\u5b58\u50a8\u82af\u7247\u4e4b\u95f4\u7684\u8fde\u63a5\u3002\u76ee\u524d\u82f1\u4f1f\u8fbe\u673a\u67dc\u5185\u65b9\u6848\u4ecd\u91c7\u7528\u94dc\u8fde\u63a5\uff0c\u4f46\u672a\u6765\u53ef\u80fd\u5c06\u5411\u5149\u4e92\u8fde\u5207\u6362\u3002<\/p>\n<p><strong>5\u3001LPO<\/strong><\/p>\n<p>LPO\uff0c\u5219\u662f\u7ebf\u6027\u9a71\u52a8\u53ef\u63d2\u62d4\u5149\u5b66\uff08Linear-Drive Pluggable Optics\uff09\uff0c\u662f\u4e00\u79cd\u7626\u8eab\u7248\u7684\u53ef\u63d2\u62d4\u5149\u5b66\uff0c\u901a\u8fc7\u53bb\u9664<strong>\u5185\u90e8\u7684 DSP\/CDR \u82af\u7247<\/strong>\uff0c\u4ec5\u4fdd\u7559\u5e76\u5f3a\u5316\u6a21\u62df\u82af\u7247 Driver \u548c TIA\uff08\u8fd9\u4e9b\u90e8\u4ef6\u7684\u4f5c\u7528\u6211\u4eec\u540e\u9762\u4f1a\u8bb2\uff09\uff0c\u5b9e\u73b0\u4fe1\u53f7\u76f4\u9a71\u3002<\/p>\n<p>\u8bf4\u767d\u4e86\uff0c\u5c31\u662f\u5728\u5149\u6a21\u5757\u4e2d\u76f4\u63a5\u8e22\u6389\u529f\u8017\u5927\u7684 DSP \u82af\u7247\uff0c\u653e\u5f03\u4fe1\u53f7\u7ea0\u9519\uff1b\u540c\u65f6\u5f3a\u5316\u6a21\u62df\u82af\u7247\uff0c\u65e0\u8bba\u4fe1\u53f7\u51c6\u786e\u4e0e\u5426\uff0c\u901a\u8fc7\u6a21\u62df\u653e\u5927\uff0c\u76f4\u63a5\u8ba9\u4ea4\u6362\u673a ASIC \u7684\u7535\u4fe1\u53f7\u6765\u51b2\u8fdb\u6765\u9a71\u52a8\u6fc0\u5149\u5668\u3002<\/p>\n<p><strong>\u56fe\uff1a\u4f20\u7edf\u6a21\u5f0f\u4e0e LPO \u7ed3\u6784\u5bf9\u6bd4\u793a\u610f<\/strong><\/p>\n<figure>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/03\/ffc39a13999c9e092f80a30b122ae3e5_1780484205.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x448&ext=.jpeg\" width=\"1260\" height=\"392\" alt=\"AI \u8d85\u8fde\u63a5\u65f6\u4ee3\uff1aAI \u5411 \u201c\u5149\u201d \u98de\u5954\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/figure>\n<figure>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/03\/9998eefbea9e8b269e1ec2325807e857_1780484205.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x533\/gravity\/center\/crop\/!1440x533&ext=.jpeg\" width=\"1166\" height=\"432\" alt=\"AI \u8d85\u8fde\u63a5\u65f6\u4ee3\uff1aAI \u5411 \u201c\u5149\u201d \u98de\u5954\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/figure>\n<p><strong>\u8d44\u6599\u6765\u6e90\uff1aBryon Moyer\uff0cSemiconductor Engineering\uff0cDolphin Research<\/strong><\/p>\n<p>\u4f46\u8fd9\u91cc\u540c\u6837\u5b58\u5728\u95ee\u9898\uff0c\u7531\u4e8e PCB \u8d70\u7ebf\u5e76\u6ca1\u6709\u7701\u7565\uff08\u4f1a\u9020\u6210\u4fe1\u53f7\u8870\u51cf\uff09\uff0c\u540c\u65f6\u5bf9\u4fe1\u53f7\u8d28\u91cf\u8981\u6c42\u53c8\u66f4\u9ad8\uff0c\u4e8e\u662f\u957f\u8ddd\u79bb\u4f20\u8f93\u8fd8\u662f\u53d7\u9650\uff0c\u5e76\u4e14\u5f53\u901f\u7387\u8fc8\u5411\u66f4\u9ad8\u7ef4\u5ea6\uff081.6T \u4ee5\u4e0a\uff09\u65f6\uff0c\u4fe1\u53f7\u5b8c\u6574\u6027\u95ee\u9898\u4f1a\u683c\u5916\u51f8\u663e\u3002\u4e5f\u5c31\u662f\u8bf4\uff0c\u7b80\u5316\u7ed3\u6784\u7684\u540c\u65f6\uff0c\u6027\u80fd\u4e0a\u4e5f\u4f1a\u6709\u6240\u727a\u7272\u3002<\/p>\n<figure>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/03\/3504223089b9be310e654f16f5284240_1780484205.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x681\/gravity\/center\/crop\/!1440x681&ext=.jpeg\" width=\"1931\" height=\"914\" alt=\"AI \u8d85\u8fde\u63a5\u65f6\u4ee3\uff1aAI \u5411 \u201c\u5149\u201d \u98de\u5954\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/figure>\n<p>\u7efc\u4e0a\u6211\u4eec\u53ef\u4ee5\u770b\u5230\uff0c\u5c3d\u7ba1\u5b58\u5728 NPO\u3001CPC\u3001LPO \u7b49\u6298\u4e2d\u8def\u7ebf\uff0c\u4f46\u968f\u7740\u6570\u636e\u4e2d\u5fc3\u8fc8\u5411\u66f4\u9ad8\u901f\u7387\u548c\u66f4\u5927\u96c6\u7fa4\uff0c\u8fd9\u4e9b\u6298\u4e2d\u65b9\u6848\u603b\u5f52\u4f1a\u9762\u4e34\u74f6\u9888\uff0c<strong>CPO \u662f\u672a\u6765\u5fc5\u987b\u8981\u7a81\u7834\u7684\u4e0b\u4e00\u4ee3\u65b9\u6848\u3002<\/strong><\/p>\n<p><strong>6\u3001\u5149\u7535\u8def\u4ea4\u6362\u673a\uff08OCS\uff09\u53c8\u662f\u4ec0\u4e48\uff0c\u4f1a\u5a01\u80c1\u5230 CPO \u7684\u5730\u4f4d\u5417\uff1f<\/strong><\/p>\n<p>\u8c08\u5230\u8fd9\u91cc\uff0c\u65e0\u53ef\u56de\u907f\u5730\u4f1a\u6d89\u53ca\u5230 OCS\uff08Optical Circuit Switch\uff09\u3002OCS \u8fd9\u79cd\u4ea4\u6362\u673a\u7684\u6838\u5fc3\u7279\u70b9\u662f\u5168\u8fc7\u7a0b\u6ca1\u6709\u5149\u7535\u4ea4\u6362\uff0c\u901a\u8fc7\u5149\u5f00\u5173\u77e9\u9635\uff0c\u76f4\u63a5\u5728\u5149\u57df\u5185\u5efa\u7acb\u7269\u7406\u5149\u8def\u3002<\/p>\n<p><strong>\u56fe\uff1aOCS \u793a\u610f<\/strong><\/p>\n<figure>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/03\/7d40312b31464e123a0e5b9f8c6b71dc_1780484205.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x810\/gravity\/center\/crop\/!1440x810&ext=.jpeg\" width=\"853\" height=\"480\" alt=\"AI \u8d85\u8fde\u63a5\u65f6\u4ee3\uff1aAI \u5411 \u201c\u5149\u201d \u98de\u5954\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/figure>\n<p><strong>\u8d44\u6599\u6765\u6e90\uff1aOrbray\uff0cDolphin Research<\/strong><\/p>\n<p>\u53ef\u4ee5\u76f4\u89c2\u5730\u60f3\u8c61\uff0c\u5b83\u5c31\u50cf\u662f\u7531\u4e00\u6392\u6392\u53cd\u5c04\u955c\uff08\u5fae\u955c\u9635\u5217\uff09\u7ec4\u6210\uff0c\u53ef\u4ee5\u6839\u636e\u6307\u4ee4\u8c03\u6574\u53cd\u5c04\u955c\u7684\u89d2\u5ea6\uff0c\u5411\u4e0d\u540c\u7684\u89d2\u5ea6\u53cd\u5c04\u5149\u7ebf\u3002<\/p>\n<p>\u8868\u9762\u4e0a\u770b\u8d77\u6765\uff0cOCS \u662f\u76f4\u63a5\u8f6c\u53d1\u5149\u4fe1\u53f7\uff0c\u66ff\u4ee3\u4f20\u7edf\u4ea4\u6362\u673a\u5149 - \u7535\u548c\u7535 - \u5149\u8f6c\u6362\u8fc7\u7a0b\uff0c\u4f3c\u4e4e\u7528\u8fd9\u79cd\u6280\u672f\u8def\u7ebf\uff0c\u5c31\u4e0d\u9700\u8981 CPO \u4e86\uff08\u81f3\u5c11\u4e0d\u9700\u8981\u4ea4\u6362\u673a\u73af\u8282\u7684 CPO\uff09\u3002\u4f46\u5b9e\u9645\u5e76\u4e0d\u662f\u8fd9\u6837\u7684\u3002<\/p>\n<p><strong>\u8fd9\u91cc\u6211\u4eec\u68b3\u7406\u4e0b\uff0c\u5728\u6570\u636e\u4e2d\u5fc3\u5f53\u4e2d\uff0c\u4ea4\u6362\u673a\u7684\u67b6\u6784\u662f\u5982\u4f55\u6784\u5efa\u7684\uff1a<\/strong><\/p>\n<p><strong>\uff081\uff09\u4e3b\u677f\u5185\uff1a<\/strong>\u9996\u5148\u6211\u4eec\u77e5\u9053\u6570\u636e\u4e2d\u5fc3\u5185\u6700\u6838\u5fc3\u7684\u8ba1\u7b97\u662f\u901a\u8fc7 GPU \u5b9e\u73b0\u7684\uff0cGPU \u8ba1\u7b97\u5b8c\u6bd5\u540e\uff0c\u9700\u8981\u5c06\u6570\u636e\u4f20\u9012\u7ed9 CPU\uff0cCPU \u7ecf\u8fc7\u5904\u7406\u540e\u518d\u4f20\u9012\u7ed9\u7f51\u5361\uff08\u5185\u542b ASIC\uff09\uff0c\u6216\u8005\u4e5f\u53ef\u4ee5\u7531 GPU \u76f4\u63a5\u4f20\u8f93\u7ed9\u7f51\u5361\u3002<\/p>\n<p>\u90a3\u4e48\u4ee5\u4e0a\u73af\u8282\u53ef\u4ee5\u5728\u4e00\u5757\u4e3b\u677f\u4e0a\u5b9e\u73b0\uff0c\u6216\u8005\u81f3\u5c11\u53ef\u4ee5\u5728\u4e00\u53f0\u670d\u52a1\u5668\u5185\u5b9e\u73b0\u3002<\/p>\n<p><strong>\uff082\uff09\u673a\u67dc\u5185\uff1a<\/strong>\u4e4b\u540e\uff0c\u6570\u636e\u5c31\u8981\u4ece\u670d\u52a1\u5668\u4f20\u9012\u5230\u673a\u67dc\u7684\u4ea4\u6362\u673a\u4e0a\u3002\u4e00\u4e2a\u673a\u67dc\u5185\u53ef\u4ee5\u6709\u591a\u53f0\u670d\u52a1\u5668\u9ad8\u901f\u4e92\u8054\uff0c\u4f46\u673a\u67dc\u9876\u4e0a\u5fc5\u987b\u6709\u4e00\u4e2a\u4ea4\u6362\u673a\uff0c\u7528\u6765\u4e0e\u5916\u90e8\u901a\u8baf\uff0c\u5c06\u673a\u67dc\u5185\u7684\u6570\u636e\u4e0e\u5916\u90e8\u7684\u6570\u636e\u505a\u4ea4\u6362\u3002\u8fd9\u91cc\u8fd9\u4e2a\u4ea4\u6362\u673a\u53eb\u505a ToR\uff08Top of Rack\uff09\u4ea4\u6362\u673a\u3002<\/p>\n<p>\u800c\u4ee5\u4e0a\u73af\u8282\u662f\u5728\u540c\u4e00\u673a\u67dc\u5185\u5b9e\u73b0\u7684\u3002<\/p>\n<p><strong>\uff083\uff09\u673a\u67dc\u95f4\uff1a<\/strong>\u6570\u636e\u4e2d\u5fc3\u662f\u7531\u591a\u4e2a\u673a\u67dc\u7ec4\u6210\u7684\u96c6\u7fa4\uff0c\u673a\u67dc\u548c\u673a\u67dc\u95f4\u7684\u901a\u8baf\u5982\u4f55\u8c03\u5ea6\u5462\uff1f\u8fd9\u91cc\u5c31\u9700\u8981 Spine \u4ea4\u6362\u673a\u53d1\u6325\u4f5c\u7528\u4e86\u3002Spine \u4ea4\u6362\u673a\u8d1f\u8d23\u7ba1\u7406\u6240\u6709 Leaf \u4ea4\u6362\u673a\u4e4b\u95f4\uff0c\u4ee5\u53ca\u5411\u6570\u636e\u4e2d\u5fc3\u5916\u90e8\u7684\u9ad8\u901f\u8fde\u63a5\uff0c\u5b83\u662f\u6570\u636e\u4e2d\u5fc3\u5185\u6574\u4e2a\u4ea4\u6362\u673a\u7f51\u7edc\u7684\u67a2\u7ebd\u3002<\/p>\n<p><strong>\u56fe\uff1a\u5728\u6570\u636e\u4e2d\u5fc3\u4e2d\uff0cSpine \u4ea4\u6362\u673a\u548c Leaf \u4ea4\u6362\u673a\u793a\u610f<\/strong><\/p>\n<figure>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/03\/c83ff23835d4cbab73a59a720ee0f2b0_1780484205.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x1043\/gravity\/center\/crop\/!1440x1043&ext=.jpeg\" width=\"1110\" height=\"804\" alt=\"AI \u8d85\u8fde\u63a5\u65f6\u4ee3\uff1aAI \u5411 \u201c\u5149\u201d \u98de\u5954\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/figure>\n<p><strong>\u8d44\u6599\u6765\u6e90\uff1aBryon Moyer\uff0cSemiconductor Engineering\uff0cDolphin Research<\/strong><\/p>\n<p><strong>\u800c OCS \u4e3b\u8981\u7528\u6765\u66ff\u4ee3\u7684\u662f Spine \u4ea4\u6362\u673a\u3002<\/strong><\/p>\n<p><strong>\u9996\u5148\uff0cSpine \u4ea4\u6362\u673a\u4ef7\u683c\u9ad8\u4e14\u529f\u8017\u9ad8\uff0c\u66ff\u4ee3\u65b9\u6848\u7684\u9700\u6c42\u6700\u8feb\u5207\u3002<\/strong><\/p>\n<p><strong>\u5176\u6b21\uff0cOCS \u4f5c\u7528\u662f\u6709\u9650\u7684\uff0c<\/strong>\u5b83\u53ea\u80fd\u8f6c\u53d1\u4fe1\u53f7\uff08\u53cd\u5c04\u5149\u7ebf\uff09\uff0c\u5c31\u50cf\u53cd\u5149\u955c\u3002\u4f46\u4f20\u7edf\u4ea4\u6362\u673a\u529f\u80fd\u66f4\u5b8c\u6574\uff0c\u5b83\u9700\u8981\u62c6\u6570\u636e\u5305\uff0c\u770b IP \u5730\u5740\uff0c\u7136\u540e\u51b3\u5b9a\u5f80\u54ea\u91cc\u8f6c\u3002\u6240\u4ee5\u8bf4\uff0c\u7531\u4e8e OCS \u53ea\u80fd\u6267\u884c\u6307\u4ee4\uff0c\u6ca1\u6709\u5224\u65ad\u80fd\u529b\uff0c\u90a3\u4e48\u5728\u8fd9\u79cd\u60c5\u51b5\u4e0b\uff0c\u5b83\u53ea\u88ab\u7528\u6765\u5145\u5f53 Spine \u4ea4\u6362\u673a\u662f\u53ef\u884c\u7684\uff0c\u4f46\u8981\u662f\u60f3\u628a Leaf \u4ea4\u6362\u673a\u4e5f\u66ff\u4ee3\u4e86\uff0c\u90a3\u5c31\u9700\u8981\u65b0\u589e\u522b\u7684\u90e8\u4ef6\u6765\u6267\u884c &ldquo;\u5c01\u5305\u5904\u7406&rdquo; \u529f\u80fd\uff0c\u6bd4\u5982\u667a\u80fd\u7f51\u5361\uff08SmartNIC\uff09\uff0c\u90a3\u4e48\u8fd9\u4e2a\u67b6\u6784\u5c31\u590d\u6742\u4e86\uff0c\u5b83\u4e0d\u4e00\u5b9a\u662f\u6700\u597d\u7684\u65b9\u6848\u3002<\/p>\n<p><strong>\u8fd9\u4e48\u770b\u4e0b\u6765\uff0c\u67b6\u6784\u5c31\u5f88\u6e05\u695a\u4e86\uff1a<\/strong><\/p>\n<p>\u867d\u7136\u73b0\u9636\u6bb5\uff0c\u82f1\u4f1f\u8fbe\u63a8\u51fa\u7684 Quantum X800-Q3450\u3001\u535a\u901a\u7b49\u63a8\u51fa\u7684 Tomahawk 6 - Davisson \u7b49 CPO \u8def\u7ebf\u7684\u4ea4\u6362\u673a\uff0c\u90fd\u662f Spine \u4ea4\u6362\u673a\uff0c\u800c<a href=\"https:\/\/longbridge.cn\/quote\/GOOG.US?channel=WHAB0001\" target=\"_blank\" rel=\"noopener\">$\u8c37\u6b4c-C(GOOG.US)<\/a>\u63a8\u52a8 OCS \u4ea4\u6362\u673a\uff0c\u66ff\u4ee3\u7684\u4e5f\u662f\u4f20\u7edf Spine \u4ea4\u6362\u673a\uff0c\u4e24\u8005\u4e4b\u95f4\u7684\u786e\u5b58\u5728\u76f4\u63a5\u7ade\u4e89\u5173\u7cfb\u3002<\/p>\n<p>\u4f46\u7ec8\u5c40\u6765\u770b\uff0c\u867d\u7136 OCS \u6709\u673a\u4f1a\u66ff\u4ee3 Spine \u4ea4\u6362\u673a\uff0c\u4f46\u518d\u5f80\u4e0b\uff0c\u5bf9\u4e8e\u7528\u91cf\u66f4\u5927\u7684\uff0cLeaf \u4ea4\u6362\u673a\u4e0a\u5149\u5f15\u64ce\u4e0e ASIC \u82af\u7247\u4e4b\u95f4\u7684\u7535\u5149\u8f6c\u6362\uff0c\u5230\u670d\u52a1\u5668\u5185\u4e3b\u677f\u4e0e\u4e3b\u677f\u4e4b\u95f4\u7684\u8fde\u63a5\uff08\u901a\u8fc7\u7f51\u5361 ASIC \u6216 NVSwitch \u7b49\uff09\uff0c\u518d\u5230\u4e3b\u677f\u4e0a\u8ba1\u7b97\u82af\u7247\u4e0e\u8ba1\u7b97\u82af\u7247\u4e4b\u95f4&amp;\u8ba1\u7b97\u82af\u7247\u4e0e\u7f51\u5361 ASIC \u4e4b\u95f4\u7684\u8fde\u63a5\uff0c\u4ecd\u7136\u9700\u8981\u4f7f\u7528 CPO\u3002\u6240\u4ee5\u672a\u6765\u4e24\u8005\u66f4\u591a\u662f\u76f8\u8f85\u76f8\u6210\u7684\u5173\u7cfb\u3002<\/p>\n<p><strong>\u4e94\u3001\u6d89\u53ca\u5230\u7684\u4ea7\u4e1a\u94fe\u73af\u8282\u6709\u54ea\u4e9b\uff1f<\/strong><\/p>\n<p><strong>\uff08\u4e00\uff09\u9996\u5148\u6211\u4eec\u89e3\u6790\u4e0b CPO \u7684\u539f\u7406\u548c\u67b6\u6784<\/strong><\/p>\n<p>CPO \u53ef\u770b\u4f5c\u662f\u5347\u7ea7\u7248\u7684\u5149\u5f15\u64ce\uff0c\u800c\u5149\u5f15\u64ce\u7684\u4f5c\u7528\u662f\u8fdb\u884c\u5149\u7535\u8f6c\u6362\uff0c\u5b83\u4e3b\u8981\u5305\u62ec\u4ee5\u4e0b\u51e0\u4e2a\u90e8\u5206\uff1a<\/p>\n<p><strong>1\u3001\u5149\u5b50\u7535\u8def\u90e8\u5206<\/strong><\/p>\n<p>\uff081\uff09\u8c03\u5236\u5668\uff1a\u901a\u8fc7\u63a7\u5236\u5149\u7684\u5f3a\u5f31\u548c\u4fe1\u53f7\uff0c\u628a\u7535\u4fe1\u53f7\uff080\/1 \u6570\u5b57\uff09\u5199\u6210\u5149\u4fe1\u53f7\u3002<\/p>\n<p>\uff082\uff09\u63a2\u6d4b\u5668\uff1a\u662f PD\uff08Photodiode\uff0c\u5149\u7535\u4e8c\u6781\u7ba1\uff09\uff0c\u628a\u5149\u4fe1\u53f7\u8f6c\u6362\u6210\u7535\u4fe1\u53f7\u3002<\/p>\n<p>\uff083\uff09\u6ce2\u5bfc\uff1a\u53ef\u4ee5\u7406\u89e3\u4e3a\u82af\u7247\u5185\u90e8\u5370\u4e0a\u53bb\u7684\u5fae\u578b\u5149\u7ea4\u3002<\/p>\n<p><strong>2\u3001\u7535\u5b50\u7535\u8def\u90e8\u5206<\/strong><\/p>\n<p>\uff081\uff09Driver\uff08\u9a71\u52a8\u5668\uff09\uff1a\u5c06\u4ea4\u6362\u673a\u6216\u8005\u670d\u52a1\u5668\u4f20\u6765\u7684\u5fae\u5f31\u7535\u4fe1\u53f7\u653e\u5927\u6210\u80fd\u7cbe\u786e\u63a7\u5236\u6fc0\u5149\u5668\u53d1\u5149\u7684\u7535\u4fe1\u53f7\uff0c\u6240\u4ee5 Driver \u7684\u4e0b\u4e00\u4e2a\u73af\u8282\u5c31\u662f\u8c03\u5236\u5668\u3002<\/p>\n<p>\uff082\uff09TIA\uff08\u8de8\u963b\u653e\u5927\u5668\uff09\uff1a\u5c06 PD \u4ea7\u751f\u7684\u6781\u5176\u5fae\u5f31\u7684\u7535\u4fe1\u53f7\uff0c\u653e\u5927\u5e76\u8f6c\u6362\u6210\u53ef\u4f9b\u540e\u7eed\u7535\u8def\u5904\u7406\u7684\u7535\u538b\u4fe1\u53f7\uff0c\u6240\u4ee5 TIA \u662f PD \u7684\u4e0b\u4e00\u4e2a\u73af\u8282\u3002<\/p>\n<p><strong>3\u3001\u5149\u6e90\uff0c\u4e5f\u5c31\u662f\u6fc0\u5149\u5668<\/strong><\/p>\n<p>\u8c03\u5236\u5668\u81ea\u5df1\u662f\u4e0d\u80fd\u53d1\u5149\u7684\uff0c\u4f46\u5b83\u80fd\u63a7\u5236\u5149\uff0c\u6240\u4ee5\u8fd9\u91cc\u5c31\u9700\u8981\u4e00\u4e2a\u53d1\u5149\u7684\u90e8\u4ef6\u4e0e\u4e4b\u914d\u5408\uff0c\u4e5f\u5c31\u662f\u6fc0\u5149\u5668\u3002<\/p>\n<p><strong>\u8d44\u6599\uff1a\u5149\u5f15\u64ce\u7ed3\u6784\u793a\u610f<\/strong><\/p>\n<figure>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/03\/a1b97b1f043ebb04832e7db0ee9bb2e1_1780484205.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x553\/gravity\/center\/crop\/!1440x553&ext=.jpeg\" width=\"1265\" height=\"486\" alt=\"AI \u8d85\u8fde\u63a5\u65f6\u4ee3\uff1aAI \u5411 \u201c\u5149\u201d \u98de\u5954\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/figure>\n<p><strong>\u8d44\u6599\u6765\u6e90\uff1a\u5b97\u6cfd\u56fd\u7b49\uff0c\u300a400G FR4 \u7845\u5149\u6536\u53d1\u6a21\u5757\u7684\u7814\u7a76\u300b\uff0cDolphin Research<\/strong><\/p>\n<p>\u53e6\u5916\u8fd8\u6709\u4e24\u4e2a\u90e8\u4ef6\uff1a<\/p>\n<p><strong>4\u3001DSP \u548c CDR\uff0c<\/strong>\u5b83\u4eec\u90fd\u662f\u7528\u6765\u4fee\u590d\u7535\u4fe1\u53f7\u7684\u3002\u4e00\u4e2a\u7528\u6765\u8865\u507f\u7535\u4fe1\u53f7\u7684\u7269\u7406\u635f\u4f24\uff0c\u4e00\u4e2a\u7528\u6765\u4ece\u53d7\u635f\u4fe1\u53f7\u4e2d\u63d0\u53d6\u7cbe\u786e\u65f6\u949f\uff0c\u5e76\u91cd\u6574\u6570\u636e\u65f6\u5e8f\uff0c\u5176\u4e2d DSP \u82af\u7247\u901a\u5e38\u96c6\u6210 CDR \u529f\u80fd\u3002<\/p>\n<p>CPO \u4e0e LPO \u7c7b\u4f3c\u7684\u4e00\u70b9\u662f\uff0c\u5b83\u4eec\u90fd\u5c06\u9ad8\u529f\u8017\u3001\u9ad8\u6210\u672c\uff0c\u5ef6\u8fdf\u6e90\u7684 DSP \u4ece\u5149\u5f15\u64ce\u4e2d\u79fb\u9664\u3002\u4f46 CPO \u65b9\u6848\u4e0b\uff0cDSP \u90e8\u5206\u529f\u80fd\u96c6\u6210\u5230\u4e86\u4ea4\u6362 ASIC \u4e2d\uff0c\u800c LPO \u662f\u7528\u6a21\u62df\u82af\u7247\u653e\u5927\u786c\u521a\u7684\u65b9\u6848\uff09\uff0c\u53e6\u5916 CPO \u4f1a\u5c06 CDR \u96c6\u6210\u5230\u9ad8\u901f SerDes\u3002<\/p>\n<p>\u800c\u4ec0\u4e48\u662f<strong>\u9ad8\u901f SerDes<\/strong>\u5462\uff1f\u9ad8\u901f SerDes \u5305\u62ec Ser \u4e32\u884c\u5668\u548c Des \u89e3\u4e32\u5668\uff0c\u5b83\u4eec\u4f4d\u4e8e Asic \u82af\u7247\u5185\u90e8\uff0c\u5206\u522b\u7528\u6765\u5c06\u82af\u7247\u5185\u90e8\u5e76\u884c\u6570\u636e\u6253\u5305\u6210\u9ad8\u901f\u4e32\u884c\u6570\u636e\u6d41\uff0c\u6216\u8005\u5c06\u9ad8\u901f\u4e32\u884c\u6570\u636e\u6d41\u89e3\u5305\u8fd8\u539f\u6210\u591a\u8def\u4f4e\u901f\u5e76\u884c\u6570\u636e\u3002<\/p>\n<p><strong>\uff08\u4e8c\uff09\u518d\u770b\u6574\u4e2a CPO \u4ea7\u4e1a\u94fe\u6d89\u53ca\u5230\u54ea\u4e9b\u73af\u8282\uff1a<\/strong><\/p>\n<p><strong>1\u3001\u9996\u5148\u662f CPO \u6574\u4f53<\/strong><\/p>\n<p>CPO \u4e2d\u7684\u5149\u5f15\u64ce\u5305\u542b\u4e86\u4e0a\u8ff0\u63d0\u5230\u7684\u5149\u5b50\u7535\u8def\u90e8\u5206\u548c\u7535\u5b50\u7535\u8def\u90e8\u5206\uff0c\u7136\u540e\u5149\u5f15\u64ce\u4e0e ASIC \u82af\u7247\u6784\u6210 CPO \u4ea4\u6362\u673a\u4e3b\u4f53\u90e8\u5206\u3002\u8fd9\u91cc\u5148\u8bf4\u4e00\u4e2a\u6838\u5fc3\u95ee\u9898\u8c01\u6765\u505a\u8fd9\u4e2a CPO\uff1f<\/p>\n<p>\u4f20\u7edf\u7684\u5149\u6a21\u5757\u4f5c\u4e3a\u7531\u5149\u5b66\u7ec4\u4ef6\u3001\u5206\u7acb\u5668\u4ef6\u7b49\u7ec4\u6210\u7684\u72ec\u7acb\u6a21\u5757\uff0c\u53ef\u4ee5\u7531\u4e13\u4e1a\u6027\u751f\u4ea7\u5382\u5546\u6765\u5b8c\u6574\u63d0\u4f9b\uff0c\u6bd4\u5982\u6211\u4eec\u8033\u719f\u80fd\u8be6\u7684<a href=\"https:\/\/longbridge.cn\/quote\/300308.SZ?channel=WHAB0001\" target=\"_blank\" rel=\"noopener\">$\u4e2d\u9645\u65ed\u521b(300308.SZ)<\/a>\u3001<a href=\"https:\/\/longbridge.cn\/quote\/300502.SZ?channel=WHAB0001\" target=\"_blank\" rel=\"noopener\">$\u65b0\u6613\u76db(300502.SZ)<\/a>\u3001Coherent\uff0c\u90a3\u4e48 CPO \u5462\uff1f\u663e\u7136\u4e0d\u53ef\u80fd\u518d\u7531\u5b83\u4eec\u6765\u4e3b\u5bfc\u4e86\u3002<\/p>\n<p>\u6211\u4eec\u503e\u5411\u4e8e\u8ba4\u4e3a\uff0cCPO \u4e0b\u7684\u4ea7\u4e1a\u4ef7\u503c\u8d70\u5411\u4f1a\u662f\u8fd9\u6837\u7684\uff1a<\/p>\n<p><strong>\uff081\uff09\u638c\u63e1\u6838\u5fc3\u6280\u672f\u7684\u4ea4\u6362\u5382\u5546\u548c\u5e73\u53f0\u5546\uff1a<\/strong>\u638c\u63e1\u82f1\u4f1f\u8fbe\/Google\/\u535a\u901a\/<a href=\"https:\/\/longbridge.cn\/quote\/MRVL.US?channel=WHAB0001\" target=\"_blank\" rel=\"noopener\">$\u8fc8\u5a01\u5c14\u79d1\u6280(MRVL.US)<\/a>\u8fd9\u6837\u7684\u6570\u636e\u4e2d\u5fc3\u7cfb\u7edf\u5e73\u53f0\u65b9&amp;\u4ea4\u6362\u82af\u7247\u5382\u5546\u6765\u5b9a\u4e49\u67b6\u6784\u548c\u6807\u51c6 + \u5356\u6574\u5957\u4ea7\u54c1\uff1b<\/p>\n<p><strong>\uff082\uff09\u4ee3\u5de5\u5382\uff1a<\/strong>\u53f0\u79ef\u7535\/<a href=\"https:\/\/longbridge.cn\/quote\/ASX.US?channel=WHAB0001\" target=\"_blank\" rel=\"noopener\">$\u65e5\u6708\u5149\u534a\u5bfc\u4f53(ASX.US)<\/a>\/<a href=\"https:\/\/longbridge.cn\/quote\/AMKR.US?channel=WHAB0001\" target=\"_blank\" rel=\"noopener\">$\u827e\u514b\u5c14\u79d1\u6280(AMKR.US)<\/a>\u8fd9\u4e9b Fab \u5382\/\u5c01\u6d4b\u5382\u6765\u8fdb\u884c\u6676\u5706\u5236\u9020\/\u5149\u7535\u96c6\u6210\/\u5148\u8fdb\u5c01\u88c5\u4ee3\u5de5\uff1b<\/p>\n<p><strong>\uff083\uff09\u4e0a\u6e38\u4f9b\u5e94\u5546\uff1a<\/strong><a href=\"https:\/\/longbridge.cn\/quote\/COHR.US?channel=WHAB0001\" target=\"_blank\" rel=\"noopener\">$Coherent Corp.(COHR.US)<\/a><strong>\/<\/strong><a href=\"https:\/\/longbridge.cn\/quote\/LITE.US?channel=WHAB0001\" target=\"_blank\" rel=\"noopener\">$Lumentum\u63a7\u80a1(LITE.US)<\/a><strong>\u8fd9\u4e9b\u5668\u4ef6\u5382\u7ee7\u7eed\u8fdb\u884c\u5149\u7535\u5668\u4ef6\u7684\u751f\u4ea7\u548c\u4f9b\u5e94\u3002<\/strong><\/p>\n<p><strong>\uff084\uff09\u4f20\u7edf\u5149\u6a21\u5757\u5382\u5546\uff1a<\/strong>\u4e2d\u9645\u65ed\u521b\/\u65b0\u6613\u76db\u7b49\u8fc7\u6e21\u671f\u5185\u63d0\u4f9b NPO\u3001LPO \u7b49\u4e2d\u95f4\u8def\u7ebf\uff0c\u4ee5\u53ca\u57fa\u4e8e\u53ef\u7ef4\u62a4\u6027\u8003\u91cf\u7684\u6298\u4e2d CPO \u8bbe\u8ba1\u65b9\u6848\u4e0b\uff0c\u7ee7\u7eed\u63d0\u4f9b\u5149\u5f15\u64ce\u6a21\u5757<strong>\u3002<\/strong><\/p>\n<p><strong>2\u3001\u9664\u4e86 CPO \u7684\u6838\u5fc3\u5149\u5f15\u64ce\u4e4b\u5916\uff0c\u8fd8\u6709\u51e0\u4e2a\u7ec4\u4ef6\u9700\u8981\u5173\u6ce8<\/strong><\/p>\n<p><strong>\uff081\uff09\u6fc0\u5149\u5668<\/strong><\/p>\n<p>CPO \u53ea\u80fd\u591f\u96c6\u6210\u5149\u7535\u8f6c\u6362\u90e8\u4ef6\uff0c\u76f4\u63a5\u96c6\u6210\u6fc0\u5149\u5668\u8fd8\u5b58\u5728\u96be\u5ea6\uff0c\u56e0\u6b64\u4ecd\u7136\u9700\u8981\u5916\u7f6e\u6fc0\u5149\u5668\u3002\u4e0e\u6b64\u540c\u65f6\uff0cCPO \u5bf9\u6fc0\u5149\u5668\u7684\u529f\u7387\u8981\u6c42\u5927\u5e45\u589e\u52a0\uff08\u81f3\u5c11\u589e\u52a0 3-4 \u500d\uff09\uff0c\u5bf9\u5e94\u6027\u80fd\u548c\u53ef\u9760\u6027\u8981\u6c42\u4e5f\u5927\u5e45\u63d0\u9ad8\uff0c\u56e0\u6b64\u4ef7\u503c\u91cf\u4e5f\u4f1a\u5927\u5e45\u589e\u52a0\u3002<\/p>\n<p>\u4e0d\u8fc7\uff0c\u8fd9\u91cc\u5b58\u5728\u6280\u672f\u8def\u7ebf\u7684\u9009\u62e9\uff1a<\/p>\n<p><strong>1\uff09EML \u6fc0\u5149\u5668\uff1a<\/strong>\u4f20\u7edf\u8def\u7ebf\uff0c\u5b83\u5c06\u6fc0\u5149\u5668\u548c\u8c03\u5236\u5668\u96c6\u6210\u5728\u4e00\u8d77\uff0c\u4f18\u52bf\u662f\u9002\u5408 200G \u4ee5\u4e0a\u9ad8\u5e26\u5bbd\u548c\u957f\u8ddd\u79bb\u901a\u8baf\u3002\u8fd9\u4e2a\u8def\u7ebf\u88ab Lumentum\u3001II-VI(Coherent)\u3001\u4f4f\u53cb\u7b49\u5de8\u5934\u5784\u65ad\u3002<\/p>\n<p><strong>2\uff09CW \u6fc0\u5149\u5668\uff1a<\/strong>\u65b0\u5174\u8def\u7ebf\uff0c\u5b83\u628a\u6fc0\u5149\u5668\u5b8c\u5168\u72ec\u7acb\uff0c\u5728\u6210\u672c\u548c\u529f\u8017\u4e0a\u6709\u4f18\u52bf\uff0c\u4e5f\u66f4\u5339\u914d\u672a\u6765\u7684 CPO \u8def\u7ebf\u3002CW \u6fc0\u5149\u5668\u4f9b\u5e94\u76f8\u5bf9\u7075\u6d3b\uff0c\u4e2d\u56fd\u7684\u6e90\u6770\u79d1\u6280\u3001\u4ed5\u4f73\u5149\u5b50\u3001\u957f\u5149\u534e\u82af\u7b49\u5382\u5546\u5df2\u5b9e\u73b0 70mW\/100mW \u4ea7\u54c1\u91cf\u4ea7\u5e76\u83b7\u5927\u989d\u8ba2\u5355\u3002<\/p>\n<p><strong>\u56fe\uff1aEML \u548c CW \u6fc0\u5149\u5668\u7684\u533a\u522b\u793a\u610f<\/strong><\/p>\n<figure>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/03\/c073d33bc1705af7c77758b1b602edea_1780484205.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x545\/gravity\/center\/crop\/!1440x545&ext=.jpeg\" width=\"916\" height=\"347\" alt=\"AI \u8d85\u8fde\u63a5\u65f6\u4ee3\uff1aAI \u5411 \u201c\u5149\u201d \u98de\u5954\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/figure>\n<p><strong>\u8d44\u6599\u6765\u6e90\uff1a\u4f4f\u53cb\u7535\u5de5\uff0cDolphin Research<\/strong><\/p>\n<p>\u63a5\u7740\u662f\u56db\u5927\u5149\u7ea4\u7ec4\u4ef6\uff0c\u8fd9\u4e9b\u7ec4\u4ef6\u5728\u4f20\u7edf\u53ef\u63d2\u62d4\u5149\u6a21\u5757\u8def\u7ebf\u4e0b\u5f88\u5c11\u7528\u5230\uff1a<\/p>\n<p><strong>\uff082\uff09\u5149\u7ea4\u9635\u5217\u5355\u5143\uff08FAU\uff0cFiber Array Unit\uff09\uff1a<\/strong>\u7528\u6765\u5c06\u5149\u7ea4\u7cbe\u786e\u5730\u5b89\u88c5\uff0c\u4ee5\u5b9e\u73b0\u5149\u7ea4\u4e0e\u6ce2\u5bfc\u4e4b\u95f4\u7684\u9ad8\u7cbe\u5ea6\u5bf9\u51c6\u3002<\/p>\n<p><strong>\u56fe\uff1aFiber Array Unit<\/strong><\/p>\n<figure>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/03\/5def0cf1038ae8bcd2a7c186c275fe69_1780484205.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x750&ext=.jpeg\" width=\"768\" height=\"400\" alt=\"AI \u8d85\u8fde\u63a5\u65f6\u4ee3\uff1aAI \u5411 \u201c\u5149\u201d \u98de\u5954\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/figure>\n<p><strong>\u8d44\u6599\u6765\u6e90\uff1aCorning\uff0cDolphin Research<\/strong><\/p>\n<p><strong>\uff083\uff09\u4fdd\u504f\u5149\u7ea4\uff08PMF\uff0cPolarization Maintaining Fiber\uff09\uff1a<\/strong>\u662f\u4e00\u79cd\u7279\u6b8a\u7684\u5149\u7ea4\uff0c\u7528\u6765\u4f7f\u5f97\u5149\u6ce2\u7684\u504f\u632f\u6001\u4fdd\u6301\u4e0d\u53d8\u3002<\/p>\n<p><strong>\uff084\uff09\u5149\u7ea4\u5206\u914d\u76d2\uff08Fiber Shuffle\uff09\uff1a<\/strong>\u7528\u6765\u6392\u5217\u5149\u7ea4\uff0c\u53ef\u4ee5\u5c06\u590d\u6742\u7684\u9ad8\u5bc6\u5ea6\u8bbe\u5907\u91cc\u7684\u5149\u7ea4\u7684\u4f4d\u7f6e\u987a\u5e8f\u91cd\u65b0\u6392\u5217\u3002<\/p>\n<p><strong>\u56fe\uff1aFiber Shuffle \u793a\u610f<\/strong><\/p>\n<figure>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/03\/e262679ae3dc3808da99e60d5fb31655_1780484205.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x1440&ext=.jpeg\" width=\"512\" height=\"512\" alt=\"AI \u8d85\u8fde\u63a5\u65f6\u4ee3\uff1aAI \u5411 \u201c\u5149\u201d \u98de\u5954\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/figure>\n<p><strong>\u8d44\u6599\u6765\u6e90\uff1aHyoptic\uff0cDolphin Research<\/strong><\/p>\n<p><strong>\uff085\uff09\u5149\u7ea4\u8fde\u63a5\u5668\uff08MPO\uff0cMulti-Fiber Push On\uff09\uff1a<\/strong>\u7528\u4e8e\u591a\u82af\u5149\u7ea4\u4e4b\u95f4\u7684\u76f8\u4e92\u8fde\u63a5\u3002<\/p>\n<p><strong>\u56fe\uff1aMPO \u7aef\u53e3\u793a\u610f<\/strong><\/p>\n<figure>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/03\/5996a959b34f71b5c8e39ce2caff26eb_1780484205.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x462\/gravity\/center\/crop\/!1440x462&ext=.jpeg\" width=\"1316\" height=\"423\" alt=\"AI \u8d85\u8fde\u63a5\u65f6\u4ee3\uff1aAI \u5411 \u201c\u5149\u201d \u98de\u5954\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/figure>\n<p><strong>\u8d44\u6599\u6765\u6e90\uff1aSenko\uff0cUS Conec\uff0cDolphin Research<\/strong><\/p>\n<p>\u4e3a\u4ec0\u4e48\u4f20\u7edf\u5149\u6a21\u5757\u5f88\u5c11\u7528\u5230\u4e0a\u8ff0\u7ec4\u4ef6\uff1f<\/p>\n<p>\uff081\uff09\u4f20\u7edf\u6a21\u5f0f\u4e0b\uff0c\u5149\u7ea4\u76f4\u63a5\u63d2\u5165\u6807\u51c6\u5316\u63a5\u53e3\uff0c\u4f46\u5728 CPO \u4e0b\uff0c\u5149\u7ea4\u9700\u8981\u4e0e\u5149\u82af\u7247\u8868\u9762\u7684\u6ce2\u5bfc\u8fdb\u884c\u9ad8\u7cbe\u5ea6\u8026\u5408\uff0c\u6240\u4ee5\u9700\u8981\u7528\u5230 FAU\uff1b<\/p>\n<p>\uff082\uff09\u4f20\u7edf\u6a21\u5f0f\u662f\u76f4\u63a5\u8c03\u5236\uff0c\u5bf9\u5149\u6ce2\u7684\u504f\u632f\u6001\u4e0d\u654f\u611f\uff0c\u4e14\u6b64\u524d\u4fdd\u504f\u5149\u7ea4\uff08PMF\uff09\u6210\u672c\u53c8\u6781\u9ad8\uff0c\u4e0d\u592a\u9002\u5408\u4ea7\u4e1a\u5316\u5e94\u7528\uff0c\u4f46 CPO \u901a\u8fc7\u5916\u90e8\u6fc0\u5149\u5668\u4f9b\u7ed9\u5149\u6e90\uff0c\u6fc0\u5149\u504f\u632f\u6001\u4f1a\u5bfc\u81f4\u5de8\u5927\u80fd\u91cf\u635f\u8017\uff0c\u6240\u4ee5\u5fc5\u987b\u7528\u5230 PMF\uff1b<\/p>\n<p>\uff083\uff09\u4f20\u7edf\u6a21\u5f0f\u901a\u5e38\u53ea\u6709 1 \u53d1 1 \u6536\u4e24\u8def\u5149\u7ea4\uff0c\u6ca1\u6709\u90a3\u4e48\u590d\u6742\u7684\u5149\u7ea4\u9700\u8981\u8fde\u63a5\u5230\u80cc\u677f\uff0c\u6240\u4ee5\u4eba\u5de5\u64cd\u4f5c\u5c31\u53ef\u4ee5\uff0c\u4e0d\u9700\u8981 Fiber Shuffle\uff0c\u4f46 CPO \u4e0b\u5fc5\u987b\u4f7f\u7528 Fiber Shuffle\uff1b<\/p>\n<p>\uff084\uff09\u540c\u6837\uff0c\u4f20\u7edf\u6a21\u5757\u4e5f\u4e0d\u9700\u8981\u5f88\u591a\u63a5\u53e3\uff0c\u4f46 CPO \u4e0b\u5982\u679c\u8fbe\u5230 400G \u4ee5\u4e0a\uff0c\u9700\u8981 8 \u6839\u751a\u81f3 16 \u8ddf\u5149\u7ea4\u5e76\u884c\u4f20\u8f93\uff0c\u800c\u9762\u677f\u7a7a\u95f4\u53c8\u6709\u9650\uff0c\u6240\u4ee5\u9700\u8981 MPO \u8fd9\u79cd\u591a\u82af\u8fde\u63a5\u5668\u3002<\/p>\n<p>\u90a3\u4e48\u5bf9\u4e8e\u5e02\u573a\u7a7a\u95f4\uff0c\u4ee5\u53ca CPO \u6240\u6d89\u53ca\u5230\u7684\u4ea7\u4e1a\u73af\u8282<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>\u673a\u4f1a\uff0c\u6211\u4eec\u4f1a\u5728\u4e0b\u7bc7\u4e2d\u8fdb\u884c\u5206\u6790\u3002<\/p>\n<p><strong>&lt;\u6b64\u5904\u7ed3\u675f&gt;<\/strong><\/p>\n<p>(\u6765\u6e90\uff1a\u949b\u5a92\u4f53)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u6587 | \u6d77\u8c5a\u7814\u7a76 22 \u5e74\u5e95 ChatGPT \u6a2a\u7a7a\u51fa\u4e16\u4ee5\u6765\uff0c\u4ece\u7b97\u529b\uff08GPU\uff09\u3001\u5b58\u529b\uff08\u5b58\u50a8\uff09\uff0c\u6307\u6325\u8c03\u5ea6\u529b\uff08CPU [&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":[379,271,172,71,23,82,241,367,29,339,24,53,121],"views":39,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/793004"}],"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=793004"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/793004\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=793004"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=793004"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=793004"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}