{"id":822079,"date":"2026-08-04T03:42:29","date_gmt":"2026-08-03T19:42:29","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=822079"},"modified":"2026-08-04T03:42:29","modified_gmt":"2026-08-03T19:42:29","slug":"amd%e6%90%ba%e4%b8%a4%e5%a4%a7%e5%bc%ba%e5%8a%b2%e5%bc%95%e6%93%8e%e9%a9%b6%e5%85%a5%e8%b4%a2%e6%8a%a5%e5%ad%a3","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=822079","title":{"rendered":"AMD\u643a\u4e24\u5927\u5f3a\u52b2\u5f15\u64ce\u9a76\u5165\u8d22\u62a5\u5b63"},"content":{"rendered":"<p><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>\u4e00\u76f4\u53d7\u5230\u5f3a\u52b2\u7684\u670d\u52a1\u5668\u9700\u6c42\u63d0\u632f\u3002\u5982\u4eca\uff0c\u5206\u6790\u5e08\u6b63\u5c55\u671b\u5176\u5168\u65b0\u673a\u67b6\u7ea7\u89e3\u51b3\u65b9\u6848\u7684\u4e0a\u91cf\u524d\u666f\u3002<\/p>\n<p>Advanced Micro Devices\u8fd1\u671f\u5728\u670d\u52a1\u5668<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>\u9886\u57df\u7684\u52bf\u5934\u610f\u5473\u7740\uff0c\u5f53\u8be5\u516c\u53f8\u4e8e\u5468\u4e8c\u516c\u5e03\u7b2c\u4e8c\u5b63\u5ea6\u8d22\u62a5\u65f6\uff0c<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\u5c06\u5bf9\u4e24\u5927\u4e1a\u52a1\u9886\u57df\u4ea7\u751f\u6d53\u539a\u5174\u8da3\u3002<\/p>\n<p>Susquehanna\u5206\u6790\u5e08\u514b\u91cc\u65af\u6258\u5f17\u00b7\u7f57\u5170\u5fb7\u5728\u7ed9\u5ba2\u6237\u7684\u4e00\u4efd\u62a5\u544a\u4e2d\u8868\u793a\uff0cAMD\uff08AMD\uff09EPYC\u670d\u52a1\u5668\u4e2d\u592e\u5904\u7406\u5668\uff08CPU\uff09\u7684\u201c\u9700\u6c42\u73af\u5883\u4f9d\u7136\u5f3a\u52b2\u201d\uff0c\u5e76\u6307\u51fa\u8be5\u516c\u53f8\u8fd1\u671f\u5c06\u5176\u603b\u53ef\u5bfb\u5740\u5e02\u573a\u7684\u9884\u4f30\u4e0a\u8c03\u81f32030\u5e74\u8fbe\u52302200\u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u7f57\u5170\u5fb7\u8868\u793a\uff0c\u5f97\u76ca\u4e8e\u5176\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\uff08\u5305\u62ecCPU\u548c\u56fe\u5f62\u5904\u7406\u5668\uff09\uff0cAMD\u7b2c\u4e8c\u5b63\u5ea6\u7684\u8d22\u62a5\u5f88\u53ef\u80fd\u597d\u4e8e\u9884\u671f\u3002<\/p>\n<p>\u6839\u636eFactSet\u6c47\u7f16\u7684\u9884\u4f30\u6570\u636e\uff0cAMD\u9884\u8ba16\u6708\u5f53\u5b63\u6574\u4f53\u8425\u6536\u4e3a113\u4ebf\u7f8e\u5143\u3002\u5176\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u9884\u8ba1\u8425\u6536\u540c\u6bd4\u589e\u957f101%\u81f365\u4ebf\u7f8e\u5143\uff0c\u5176\u4e2d\u670d\u52a1\u5668\u82af\u7247\u8d21\u732e40\u4ebf\u7f8e\u5143\uff0c<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>\u76f8\u5173\u8d21\u732e25\u4ebf\u7f8e\u5143\u3002<\/p>\n<p>FactSet\u8ffd\u8e2a\u7684\u5206\u6790\u5e08\u8fd8\u9884\u8ba1\uff0c\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u4e3a1.62\u7f8e\u5143\uff0c\u8fd9\u610f\u5473\u7740\u540c\u6bd4\u589e\u957f237%\uff0c\u5c3d\u7ba1\u4e0a\u5e74\u540c\u671f\u53d7\u5230\u5bf9\u534e\u51fa\u53e3\u7ba1\u5236\u9650\u5236\u7684\u5f71\u54cd\u2014\u2014AMD\u66fe\u8868\u793a\u8be5\u9650\u5236\u5bfc\u81f4\u4e86\u5e93\u5b58\u53ca\u76f8\u5173\u8d39\u7528\u3002<\/p>\n<p>Susquehanna\u5206\u6790\u5e08\u514b\u91cc\u65af\u6258\u5f17\u00b7\u7f57\u5170\u5fb7\u8868\u793a\uff0c\u4ee3\u7406\u5f0f\u4eba\u5de5\u667a\u80fd\u7684\u5174\u8d77\u5bfc\u81f4\u8fd0\u884c\u8fd9\u4e9b\u5e94\u7528\u7684\u670d\u52a1\u5668\u82af\u7247\u9700\u6c42\u6fc0\u589e\uff0c\u5728\u67d0\u4e9b\u60c5\u51b5\u4e0b\uff0c\u4e2d\u592e\u5904\u7406\u5668\u4e0e\u56fe\u5f62\u5904\u7406\u5668\u7684\u914d\u6bd4\u6b63\u8fbe\u52301\uff1a1\u7684\u6c34\u5e73\u3002<\/p>\n<p>\u6770\u5bcc\u745e\u5206\u6790\u5e08\u5e03\u83b1\u6069\u00b7\u67ef\u8482\u65af\u8868\u793a\uff0cAMD\u8fd1\u671f\u53d1\u5e03\u7684Venice\u7cfb\u5217\u670d\u52a1\u5668CPU\u4e3a\u4e0b\u534a\u5e74\u63d0\u4f9b\u4e86\u4e0a\u884c\u7a7a\u95f4\u3002\u4ed6\u6307\u51fa\uff0c\u8fd9\u4e9b\u82af\u7247\u53ef\u80fd\u51fa\u73b0\u201c\u4ef7\u683c\u7684\u5b9e\u8d28\u6027\u63d0\u5347\u201d\uff0c\u5e73\u5747\u9500\u552e\u4ef7\u683c\u53ef\u80fd\u8fbe\u52303000\u81f35000\u7f8e\u5143\u7684\u8303\u56f4\uff0c\u800c\u4eca\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7ea6\u4e3a1500\u7f8e\u5143\u3002<\/p>\n<p>\u4e0e\u6b64\u540c\u65f6\uff0c\u67ef\u8482\u65af\u8868\u793a\uff0c\u201c\u56f4\u7ed5\u5373\u5c06\u5230\u6765\u7684\u4eba\u5de5\u667a\u80fd\u4e0a\u91cf\u4e5f\u6709\u5145\u8db3\u7684\u4e0a\u884c\u7a7a\u95f4\u201d\uff0c\u4ed6\u6307\u7684\u662fAMD\u63a8\u51fa\u5176\u9996\u4e2a\u673a\u67b6\u7ea7\u89e3\u51b3\u65b9\u6848Helios\u3002\u8be5\u7cfb\u7edf\u5c06\u642d\u8f7dAMD\u4e0b\u4e00\u4ee3MI450\u7cfb\u5217GPU\u8fdb\u884c\u90e8\u7f72\uff0c\u5ba2\u6237\u5305\u62ec<a href=\"https:\/\/www.alphaseek.cn\/?tag=openai\" title=\"View all posts in OpenAI\" target=\"_blank\" class=\"tag_link\">OpenAI<\/a>\u548cMeta Platforms\uff08META\uff09\u3002<\/p>\n<p>AMD\u9996\u5e2d\u6267\u884c\u5b98\u82cf\u59ff\u4e30\u57287\u6708\u4e3e\u884c\u7684Advancing AI\u6d3b\u52a8\u4e2d\u8868\u793a\uff0cHelios\u7684\u51fa\u8d27\u6309\u8ba1\u5212\u5c06\u4e8e\u7b2c\u4e09\u5b63\u5ea6\u672b\u542f\u52a8\u3002\u6295\u8d44\u8005\u5c06\u671f\u5f85\u5728AMD\u7684\u8d22\u62a5\u7535\u8bdd\u4f1a\u8bae\u4e0a\u83b7\u5f97\u66f4\u591a\u76f8\u5173\u8bc4\u8bba\u3002<\/p>\n<p>\u67ef\u8482\u65af\u8868\u793a\uff0c\u8fd9\u5bb6\u82af\u7247\u5236\u9020\u5546\u8fd8\u5df2\u4e0e<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>\uff08MSFT\uff09\u548cAnthropic\u5c31Helios\u8fbe\u6210\u534f\u8bae\uff0c\u8868\u660e\u91c7\u7528\u7387\u6b63\u5728\u589e\u957f\u3002\u4ed6\u8865\u5145\u8bf4\uff0cAMD\u53ef\u80fd\u4f1a\u5728\u672c\u5b63\u5ea6\u4ece\u8be5\u90e8\u7f72\u4e2d\u53d7\u76ca\uff0c\u4f46\u8425\u6536\u4e0a\u91cf\u7684\u91cd\u8981\u90e8\u5206\u5c06\u5728\u7b2c\u56db\u5b63\u5ea6\u81f3\u660e\u5e74\u53d1\u751f\u3002<\/p>\n<p>\u6839\u636eFactSet\u7684\u6570\u636e\uff0c\u5206\u6790\u5e08\u9884\u8ba1\u7b2c\u4e09\u5b63\u5ea6\u8425\u6536\u4e3a125\u4ebf\u7f8e\u5143\u3002\u5e02\u573a\u666e\u904d\u9884\u671f\u8be5\u5b63\u5ea6\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u4e3a1.89\u7f8e\u5143\u3002<\/p>\n<p>\u8d23\u4efb\u7f16\u8f91\uff1a\u5f20\u4fca SF065<\/p>\n","protected":false},"excerpt":{"rendered":"<p>AMD\u4e00\u76f4\u53d7\u5230\u5f3a\u52b2\u7684\u670d\u52a1\u5668\u9700\u6c42\u63d0\u632f\u3002\u5982\u4eca\uff0c\u5206\u6790\u5e08\u6b63\u5c55\u671b\u5176\u5168\u65b0\u673a\u67b6\u7ea7\u89e3\u51b3\u65b9\u6848\u7684\u4e0a\u91cf\u524d\u666f\u3002 Advanced Mi [&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":[378,148,93,241,339],"views":6,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/822079"}],"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=822079"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/822079\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=822079"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=822079"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=822079"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}