{"id":850786,"date":"2026-09-22T04:25:34","date_gmt":"2026-09-21T20:25:34","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=850786"},"modified":"2026-09-22T04:25:34","modified_gmt":"2026-09-21T20:25:34","slug":"meta%e6%99%ba%e8%83%bd%e4%bd%93%e7%81%ab%e7%88%86%e5%88%ba%e6%bf%80%e8%8a%af%e7%89%87%e8%82%a1%e5%a4%a7%e6%b6%a8-amd%e6%9c%89%e6%9c%9b%e8%b7%bb%e8%ba%ab%e5%b8%82%e5%80%bc%e4%b8%87%e4%ba%bf%e7%be%8e","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=850786","title":{"rendered":"Meta\u667a\u80fd\u4f53\u706b\u7206\u523a\u6fc0\u82af\u7247\u80a1\u5927\u6da8 AMD\u6709\u671b\u8dfb\u8eab\u5e02\u503c\u4e07\u4ebf\u7f8e\u5143\u4ff1\u4e50\u90e8"},"content":{"rendered":"<p>\u7f8e\u80a1<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>\u80a1\u5468\u4e00\u5927\u6da8\uff0cMeta Platforms\u65b0\u63a8\u51fa\u7684<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>\u667a\u80fd\u4f53Muse\u521d\u6b65\u663e\u73b0\u6210\u529f\u8ff9\u8c61\uff0c\u6fc0\u53d1\u5e02\u573a\u5bf9\u76f8\u5173\u82af\u7247\u9700\u6c42\u7684\u4e50\u89c2\u60c5\u7eea\u3002<\/p>\n<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>\u80a1\u4ef7\u4e00\u5ea6\u4e0a\u6da810%\uff0c\u6536\u76d8\u5e02\u503c\u6709\u671b\u9996\u6b21\u7a81\u78341\u4e07\u4ebf\u7f8e\u5143\u3002<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/INTC.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" 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class=\"tag_link\">\u5f6d\u535a<\/a>\u6c47\u603b\u6570\u636e\u663e\u793a\uff0cMeta\u662fAMD\u7b2c\u4e8c\u5927\u5ba2\u6237\uff0c\u7ea6\u5360AMD\u8425\u6536\u76845.5%\u3002Meta\u80a1\u4ef7\u5468\u4e00\u4e00\u5ea6\u4e0a\u6da812%\uff0c\u6709\u671b\u521b\u4e0b2025\u5e744\u6708\u4ee5\u6765\u6700\u4f73\u5355\u65e5\u8868\u73b0\u3002<\/p>\n<p>Wedbush\u5206\u6790\u5e08Matthew Bryson\u8868\u793a\uff1a\u201cAI\u667a\u80fd\u4f53\u4f9d\u8d56\u5927\u91cf\u7b97\u529b\u9a71\u52a8\u7684\u5e94\u7528\u3002\u9650\u5236\u771f\u6b63\u4e3b\u8981\u7684\u4e24\u5bb6\u7b97\u529b\u4f9b\u5e94\u5546\u5c31\u662f<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>\u548cAMD\u3002\u201d<\/p>\n<p>Meta\u8868\u793a\uff0cMuse\u53ef\u4ee5\u5e2e\u52a9\u7528\u6237\u8fdb\u884c\u7f51\u4e0a\u8d2d\u7269\u3001\u8d2d\u4e70\u7535\u5f71\u7968\u548c\u9884\u7ea6\u7b49\u591a\u79cd\u4efb\u52a1\u3002<span><a 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class=\"tag_link\">\u6295\u8d44<\/a>\u8005\u8ffd\u6367\u3002\u672c\u6708\u8fc4\u4eca\u7d2f\u8ba1\u4e0a\u6da8\u7ea630%\uff0c\u6709\u671b\u521b5\u6708\u4ee5\u6765\u5355\u6708\u6700\u5927\u6da8\u5e45\u3002\u6b64\u524d\u4ece6\u6708\u9ad8\u70b9\u52307\u6708\u4f4e\u70b9\uff0c\u8be5\u80a1\u4e00\u5ea6\u4e0b\u8dcc\u8fd126%\u3002<\/p>\n<p>\u5982\u679cAMD\u5468\u4e00\u6da8\u5e45\u7ef4\u6301\u81f3\u6536\u76d8\uff0c\u5176\u5c06\u52a0\u5165<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>\u3001\u535a\u901a\u3001<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/TSM.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u53f0\u79ef\u7535<\/a><\/span><span><\/span>\u548c\u82f1\u4f1f\u8fbe\u7684\u884c\u5217\uff0c\u6210\u4e3a\u5e02\u503c\u81f3\u5c111\u4e07\u4ebf\u7f8e\u5143\u7684\u82af\u7247\u5236\u9020\u5546\u3002\u5f6d\u535a\u6c47\u603b\u6570\u636e\u663e\u793a\uff0c\u5168\u7403\u53e6\u670915\u5bb6<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%b8%8a%e5%b8%82%e5%85%ac%e5%8f%b8\" title=\"View all posts in \u4e0a\u5e02\u516c\u53f8\" target=\"_blank\" class=\"tag_link\">\u4e0a\u5e02\u516c\u53f8<\/a>\u5e02\u503c\u8fbe\u5230\u6216\u8d85\u8fc7\u8fd9\u4e00\u6c34\u5e73\u3002<\/p>\n<p>Jefferies\u5206\u6790\u5e08Jacky He\u5728\u62a5\u544a\u4e2d\u5199\u9053\uff0c\u968f\u7740AI\u667a\u80fd\u4f53\u88ab\u66f4\u591a\u6d88\u8d39\u8005\u91c7\u7528\uff0c\u670d\u52a1\u5668CPU\u9700\u6c42\u5e94\u4f1a\u53d7\u76ca\u4e8e\u66f4\u9ad8\u7684\u63a8\u7406\u3001\u4efb\u52a1\u7f16\u6392\u548c\u57fa\u7840\u8bbe\u65bd\u5de5\u4f5c\u8d1f\u8f7d\u3002<\/p>\n<p>\u8d23\u4efb\u7f16\u8f91\uff1a\u674e\u6850 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