{"id":1409,"date":"2026-08-02T21:28:55","date_gmt":"2026-08-02T13:28:55","guid":{"rendered":"https:\/\/www.zhangting.us\/?post_type=thread&#038;p=1409"},"modified":"2026-08-30T08:15:01","modified_gmt":"2026-08-30T00:15:01","slug":"wall-street-ai-divergence","status":"publish","type":"thread","link":"https:\/\/www.zhangting.us\/index.php\/thread\/wall-street-ai-divergence\/","title":{"rendered":"\u534e\u5c14\u8857\u7684AI\u5927\u5206\u6d41\u7b56\u7565"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\u534e\u5c14\u8857\u5bf9 AI \u6ce1\u6cab\u7684\u8ba4\u77e5\u5df2\u4ece\u9690\u6027\u5171\u8bc6\u8f6c\u4e3a\u663e\u6027\u535a\u5f08\u3002\u6865\u6c34\u8fbe\u91cc\u6b27\u5c06\u5f53\u524d\u72c2\u70ed\u5ea6\u5b9a\u6027\u4e3a 2000 \u5e74\u4e92\u8054\u7f51\u6ce1\u6cab\u7684\u201c\u7ea6 80%\u201d\uff0c\u9c81\u5947\u5c14\u00b7\u590f\u5c14\u9a6c\u5219\u9501\u5b9a 2026 \u5e74\u4e3a\u9ad8\u5229\u7387\u4e0b\u503a\u52a1\u9a71\u52a8\u57fa\u5efa\u6ce1\u6cab\u7684\u6f5c\u5728\u7834\u88c2\u70b9\u3002\u6295\u884c\u62a5\u544a\u7684\u6838\u5fc3\u7126\u8651\u805a\u7126\u4e8e\u4e09\u70b9\uff1a\u8d44\u672c\u5f00\u652f\u8fc7\u5ea6\u4f9d\u8d56\u6760\u6746\u3001GPU \u8d44\u4ea7\u9762\u4e34\u6781\u901f\u6298\u65e7\u3001\u4e0b\u6e38\u53d8\u73b0\u4e4f\u529b\u65e0\u6cd5\u6d88\u5316\u5de8\u989d\u6295\u5165\u3002\u9ebb\u7701\u7406\u5de5\u6570\u636e\u663e\u793a 95% \u751f\u6210\u5f0f AI \u8bd5\u70b9\u5c1a\u672a\u76c8\u5229\uff0c\u8fd9\u4e00\u7edf\u8ba1\u6b63\u6210\u4e3a\u538b\u57ae\u76f2\u76ee\u4e50\u89c2\u7684\u6700\u540e\u4e00\u6839\u7a3b\u8349\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u8d44\u91d1\u4e0e\u4fe1\u7528\u7684\u53cc\u91cd\u9632\u7ebf<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9762\u5bf9\u7cfb\u7edf\u6027\u98ce\u9669\uff0c\u8d44\u672c\u5df2\u5b8c\u6210\u9632\u5fa1\u6027\u518d\u5e73\u8861\u30022025 \u81f3 2026 \u5e74\u95f4\uff0c\u8d44\u91d1\u663e\u8457\u6d41\u5411\u9ec4\u91d1\u3001\u767d\u94f6\u53ca MSCI \u65b0\u5174\u5e02\u573a\u3001\u6b27\u6d32\u8d44\u4ea7\uff0c\u5b9e\u8d28\u662f\u5bf9\u7f8e\u79d1\u6280\u80a1\u9ad8\u4f30\u503c\u7684\u5bf9\u51b2\u64a4\u79bb\u3002\u4fe1\u7528\u7aef\u66f4\u4e3a\u6fc0\u8fdb\uff1a\u5927\u578b\u94f6\u884c\u4e0e\u79c1\u52df\u4fe1\u8d37\u673a\u6784\u5bf9\u7b97\u529b\u79df\u8d41\u5546\uff08\u5982 CoreWeave \u7c7b\u4e3b\u4f53\uff09\u7684\u8bbe\u5907\u62b5\u62bc\u8d37\u6b3e\u5f15\u5165\u4e25\u82db\u538b\u529b\u6d4b\u8bd5\uff0c\u6838\u5fc3\u5047\u8bbe\u662f\u201c\u5927\u6a21\u578b\u5382\u5546\u73b0\u91d1\u6d41\u4e0d\u53ca\u9884\u671f\u5bfc\u81f4 GPU \u62b5\u62bc\u54c1\u66b4\u8dcc\u201d\uff0c\u6b64\u4e3e\u5c06\u4fe1\u7528\u98ce\u9669\u524d\u7f6e\u81f3\u8d44\u4ea7\u8d1f\u503a\u8868\u5c42\u9762\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u6295\u8d44\u903b\u8f91\u7684\u7ed3\u6784\u6027\u5206\u6d41<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cAI \u5927\u5206\u6d41\u201d\u672c\u8d28\u662f\u4f30\u503c\u951a\u5b9a\u4ece\u201c\u53d9\u4e8b\u7a00\u7f3a\u6027\u201d\u5411\u201c\u73b0\u91d1\u6d41\u786e\u5b9a\u6027\u201d\u7684\u56de\u5f52\u3002\u5206\u6790\u5e08\u4e0d\u518d\u4e3a\u6cbe\u8fb9\u6982\u5ff5\u6ea2\u4ef7\u4e70\u5355\uff0c\u8f6c\u800c\u62f7\u95ee\u81ea\u7531\u73b0\u91d1\u6d41\u3001ROI \u4e0e\u5ba2\u6237\u7559\u5b58\u7387\u3002\u4ec5\u9760\u201c\u70e7\u7b97\u529b\u3001\u8bb2\u6545\u4e8b\u201d\u7684\u5e94\u7528\u5c42\u521d\u521b\u4f01\u4e1a\uff0c\u6b63\u5728\u4e00\u7ea7\u5e02\u573a\u7ecf\u5386\u4f30\u503c\u91cd\u5851\u4e0e\u878d\u8d44\u51bb\u7ed3\u3002\u8fd9\u573a\u5206\u6d41\u975e\u5468\u671f\u6027\u8f6e\u52a8\uff0c\u800c\u662f\u534e\u5c14\u8857\u5728\u6ce1\u6cab\u610f\u8bc6\u89c9\u9192\u540e\uff0c\u5f3a\u884c\u4e3a AI \u4ea7\u4e1a\u94fe\u88c5\u4e0a\u7684\u201c\u7194\u65ad\u88c5\u7f6e\u201d\u4e0e\u201c\u5b9a\u4ef7\u951a\u201d\u3002<\/p>\n","protected":false},"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","class_list":["post-1409","thread","type-thread","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.zhangting.us\/index.php\/wp-json\/wp\/v2\/thread\/1409","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.zhangting.us\/index.php\/wp-json\/wp\/v2\/thread"}],"about":[{"href":"https:\/\/www.zhangting.us\/index.php\/wp-json\/wp\/v2\/types\/thread"}],"replies":[{"embeddable":true,"href":"https:\/\/www.zhangting.us\/index.php\/wp-json\/wp\/v2\/comments?post=1409"}],"wp:attachment":[{"href":"https:\/\/www.zhangting.us\/index.php\/wp-json\/wp\/v2\/media?parent=1409"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}