{"id":851436,"date":"2026-09-22T22:46:27","date_gmt":"2026-09-22T14:46:27","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=851436"},"modified":"2026-09-22T22:46:27","modified_gmt":"2026-09-22T14:46:27","slug":"%e4%b8%ba%e4%bd%95amd%e4%b8%87%e4%ba%bf%e5%b8%82%e5%80%bc%e6%9d%a5%e5%be%97%e5%90%88%e6%83%85%e5%90%88%e7%90%86","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=851436","title":{"rendered":"\u4e3a\u4f55AMD\u4e07\u4ebf\u5e02\u503c\u6765\u5f97\u5408\u60c5\u5408\u7406"},"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> \u9996\u5e2d\u6267\u884c\u5b98\u82cf\u59ff\u4e30\u6267\u638c\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>\u4f01\u4e1a\u7684\u8868\u73b0\u582a\u79f0\u4eae\u773c\u30022012 \u5e74\u5979\u4ee5\u9ad8\u7ba1\u8eab\u4efd\u52a0\u5165 AMD \u65f6\uff0c\u8fd9\u5bb6\u516c\u53f8\u51e0\u8fd1\u7834\u4ea7\u3002<\/p>\n<p>2014 \u5e74\u6b63\u5f0f\u51fa\u4efb CEO \u4e4b\u540e\uff0c\u82cf\u59ff\u4e30\u51ed\u501f\u6807\u5fd7\u6027\u7684\u8c26\u900a\u6001\u5ea6\u4e0e\u5bf9\u6280\u672f\u7684\u70ed\u5ff1\uff0c\u5f7b\u5e95\u91cd\u5851\u516c\u53f8\uff0c\u4f7f\u5176\u6210\u4e3a\u82f1\u4f1f\u8fbe\u6700\u5f3a\u52b2\u7684\u5bf9\u624b\u3002\u5979\u4e3b\u5bfc\u5b8c\u6210\u591a\u7b14\u91cd\u5927\u4ea4\u6613\uff0c\u5305\u62ec<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%94%b6%e8%b4%ad\" title=\"View all posts in \u6536\u8d2d\" target=\"_blank\" class=\"tag_link\">\u6536\u8d2d<\/a>\u8d5b\u7075\u601d\uff1b\u8fd8\u4e0e Meta \u8fbe\u6210\u5408\u4f5c\uff0c\u672a\u6765\u8fd9\u5bb6\u793e\u4ea4<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%aa%92%e4%bd%93\" title=\"View all posts in \u5a92\u4f53\" target=\"_blank\" class=\"tag_link\">\u5a92\u4f53<\/a>\u5de8\u5934\u6700\u591a\u53ef\u80fd\u6301\u6709 AMD 10% \u7684\u80a1\u4efd\u3002<\/p>\n<p>\u82cf\u59ff\u4e30\u638c\u8235\u4e4b\u4e0b\uff0cAMD \u80a1\u4ef7\u4e00\u8def\u9ad8\u6b4c\u731b\u8fdb\uff0c\u4eca\u5e74\u5e02\u573a\u7ec8\u4e8e\u5145\u5206\u80af\u5b9a\u5979\u7684\u6210\u7ee9\u3002<\/p>\n<p>\u5728\u79d1\u6280\u80a1\u6574\u4f53\u4e0a\u6da8\u884c\u60c5\u5e26\u52a8\u4e0b\uff0cAMD \u5468\u4e00\u80a1\u4ef7\u5927\u6da8 9.9%\uff0c\u5e02\u503c\u9996\u6b21\u7a81\u7834 1 \u4e07\u4ebf\u7f8e\u5143\u3002\u8be5\u80a1\u4eca\u5e74\u8fc4\u4eca\u6da8\u5e45\u9ad8\u8fbe 185%\uff0c\u8fdc\u8d85\u7ade\u4e89\u5bf9\u624b\u82f1\u4f1f\u8fbe 22% \u7684\u6da8\u5e45\u3002<\/p>\n<blockquote>\n<p>\u8d85\u5a01\u534a\u5bfc\u4f53\uff08AMD\uff09\uff1a621.03 \u7f8e\u5143\uff0c+5.51\uff08+0.90%\uff09 \u6570\u636e\u622a\u81f3<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>\u4e1c\u90e8\u65f6\u95f4\u4e0a\u5348 10\uff1a12\uff1a03\uff0c\u5e02\u573a\u5df2\u5f00\u76d8\u3002<\/p>\n<\/blockquote>\n<p>\u8fd9\u5bb6\u82af\u7247\u5382\u5546\u4eca\u5e74\u6377\u62a5\u9891\u4f20\uff0c\u63a8\u52a8\u80a1\u4ef7\u8282\u8282\u8d70\u9ad8\u3002<\/p>\n<p>\u672c\u6708\u65e9\u4e9b\u65f6\u5019\uff0cAMD \u7b2c\u4e8c\u5b63\u5ea6\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>\u5168\u9762\u8d85\u51fa<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%8d%8e%e5%b0%94%e8%a1%97\" title=\"View all posts in \u534e\u5c14\u8857\" target=\"_blank\" class=\"tag_link\">\u534e\u5c14\u8857<\/a>\u9884\u671f\uff0c\u975e GAAP \u6bcf\u80a1\u6536\u76ca\u8fbe\u5230\u521b\u7eaa\u5f55\u7684 1.66 \u7f8e\u5143\uff0c\u5e02\u573a\u4e00\u81f4\u9884\u671f\u4e3a 1.61 \u7f8e\u5143\uff1b\u603b\u8425\u6536\u540c\u6bd4\u5927\u6da8 50%\uff0c\u521b\u4e0b 115 \u4ebf\u7f8e\u5143\u7684\u5386\u53f2\u65b0\u9ad8\uff0c\u9ad8\u4e8e\u5206\u6790\u5e08\u9884\u671f\u7684\u7ea6 113.4 \u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u8425\u6536\u4e0e\u5229\u6da6\u53cc\u589e\u957f\u4e3b\u8981\u4f9d\u9760\u6570\u636e\u4e2d\u5fc3\u677f\u5757\u9a71\u52a8\u3002\u5f97\u76ca\u4e8e EPYC\uff08\u9704\u9f99\uff09\u670d\u52a1\u5668 CPU \u4e0e Instinct \u7cfb\u5217 AI \u52a0\u901f\u82af\u7247\u7684\u65fa\u76db\u9700\u6c42\uff0c\u8be5\u677f\u5757\u8425\u6536\u540c\u6bd4\u7ffb\u756a\u4ee5\u4e0a\uff0c\u8fbe\u5230 67 \u4ebf\u7f8e\u5143\u3002<\/p>\n<p>AMD \u9884\u8ba1\uff0c2026 \u5e74\u4e0b\u534a\u5e74\u670d\u52a1\u5668 CPU \u8425\u6536\u540c\u6bd4\u589e\u957f 80%\uff0c2027 \u5e74\u540c\u6bd4\u589e\u957f 70%\uff1b\u9884\u8ba1 2027 \u5e74\u6570\u636e\u4e2d\u5fc3\u6574\u4f53\u8425\u6536\u5b9e\u73b0\u7ffb\u500d\u4ee5\u4e0a\u589e\u957f\uff0c\u5176\u4e2d AI \u56fe\u5f62\u5904\u7406\u5668\uff08GPU\uff09\u589e\u901f\u5c06\u8fdc\u8d85 100%\u3002<\/p>\n<p>AMD \u540c\u65f6\u53d1\u5e03\u65b0\u4e00\u4ee3 AI \u82af\u7247\uff0c\u4e3b\u529b\u4ea7\u54c1\u4e3a Instinct MI450 \u7cfb\u5217 GPU \u4ee5\u53ca\u7b2c\u516d\u4ee3 EPYC Venice\uff08\u5a01\u5c3c\u65af\uff09CPU\u3002\u57fa\u4e8e\u8fd9\u6279\u65b0\u82af\u7247\uff0cAMD \u63a8\u51fa<strong>Helios\uff08\u8d6b\u5229\u4fc4\u65af\uff09\u7cfb\u7edf<\/strong>\uff0c\u8fd9\u5957\u4e00\u4f53\u5316\u5e73\u53f0\u6574\u5408 GPU\u3001CPU\u3001\u7f51\u7edc\u4e0e\u8f6f\u4ef6\uff0c\u4e13\u95e8\u7528\u4e8e\u5927\u6a21\u578b\u7684\u8bad\u7ec3\u4e0e\u63a8\u7406\uff0c\u76f4\u63a5\u5411\u82f1\u4f1f\u8fbe\u7684 AI \u7edf\u6cbb\u5730\u4f4d\u53d1\u8d77\u6311\u6218\u3002<\/p>\n<p>\u65b0\u54c1\u53d1\u5e03\u7684\u540c\u65f6\uff0cAMD \u6572\u5b9a\u4e24\u7b14\u91cd\u5927\u5408\u4f5c\u3002 <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>\u5c06\u4e8e 2026 \u5e74\u4e0b\u534a\u5e74\uff0c\u5728 Azure <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>\u670d\u52a1\u4e2d\u90e8\u7f72 Helios \u7cfb\u7edf\u3002<\/p>\n<p>AMD \u8fd8\u548c Anthropic \u8fbe\u6210\u6df1\u5ea6\u5408\u4f5c\uff0c\u8fdb\u4e00\u6b65\u6269\u5f20\u4e1a\u52a1\uff0c\u5728 AI \u57fa\u7840\u8bbe\u65bd\u5e02\u573a\u5411\u82f1\u4f1f\u8fbe\u53d1\u8d77\u51b2\u51fb\u3002 Anthropic \u8ba1\u5212\u81ea 2027 \u5e74\u4e0a\u534a\u5e74\u8d77\uff0c\u5728 Helios \u7cfb\u7edf\u4e2d\u90e8\u7f72\u603b\u529f\u7387\u6700\u9ad8 2 \u5409\u74e6\u7684 Instinct MI450 GPU\uff0c\u8fd9\u7b14\u4ea4\u6613\u957f\u671f\u4ef7\u503c\u53ef\u8fbe\u6570\u767e\u4ebf\u7f8e\u5143\u3002AMD \u540c\u65f6\u627f\u8bfa\u6700\u9ad8\u5411 Anthropic <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> 50 \u4ebf\u7f8e\u5143\uff0c\u662f\u8fd9\u5bb6\u82af\u7247\u516c\u53f8\u6709\u53f2\u4ee5\u6765\u89c4\u6a21\u6700\u5927\u7684<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%88%98%e7%95%a5%e6%8a%95%e8%b5%84\" title=\"View all posts in \u6218\u7565\u6295\u8d44\" target=\"_blank\" class=\"tag_link\">\u6218\u7565\u6295\u8d44<\/a>\u4e4b\u4e00\u3002<\/p>\n<p>AI \u82af\u7247\u7684\u5e02\u573a\u9700\u6c42\u683c\u5916\u5f3a\u52b2\u3002<\/p>\n<p>\u82cf\u59ff\u4e30\u8868\u793a\uff1a\u201c\u6211\u4eec\u6b63\u6536\u83b7\u524d\u671f\u6295\u5165\u5e26\u6765\u7684\u56de\u62a5\u3002\u7b97\u529b\u5982\u4eca\u5c5e\u4e8e\u7a00\u7f3a<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%b5%84%e6%ba%90\" title=\"View all posts in \u8d44\u6e90\" target=\"_blank\" class=\"tag_link\">\u8d44\u6e90<\/a>\u2026\u2026 \u6211\u4eec\u5bf9\u5e02\u573a\u9700\u6c42\u524d\u666f\u5145\u6ee1\u4fe1\u5fc3\u3002\u201d<\/p>\n<p>\u8d23\u4efb\u7f16\u8f91\uff1a\u90ed\u660e\u715c <\/p>\n","protected":false},"excerpt":{"rendered":"<p>AMD \u9996\u5e2d\u6267\u884c\u5b98\u82cf\u59ff\u4e30\u6267\u638c\u8fd9\u5bb6\u82af\u7247\u4f01\u4e1a\u7684\u8868\u73b0\u582a\u79f0\u4eae\u773c\u30022012 \u5e74\u5979\u4ee5\u9ad8\u7ba1\u8eab\u4efd\u52a0\u5165 AMD \u65f6\uff0c\u8fd9\u5bb6\u516c\u53f8\u51e0\u8fd1 [&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":[266,148,142,280,93,125,241,103,367,339,238],"views":16,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/851436"}],"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=851436"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/851436\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=851436"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=851436"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=851436"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}