{"id":692463,"date":"2022-10-09T12:35:38","date_gmt":"2022-10-09T09:35:38","guid":{"rendered":"https:\/\/www.etoro.com\/stocks\/top-artificial-intelligence-stocks-to-buy-2\/"},"modified":"2026-01-28T12:12:31","modified_gmt":"2026-01-28T10:12:31","slug":"top-artificial-intelligence-stocks-to-buy","status":"publish","type":"page","link":"https:\/\/www.etoro.com\/zh\/stocks\/top-artificial-intelligence-stocks-to-buy\/","title":{"rendered":"2026 \u5e74\u6709\u671b\u5b9e\u73b0\u589e\u957f\u7684 AI \u80a1\u7968"},"content":{"rendered":"\n<p class=\"is-style-summary\">2026 \u5e74\u6b63\u6210\u4e3a\u201cAI \u843d\u5730\u4e4b\u5e74\u201d\u3002\u5728\u8fd9\u4e00\u5e74\uff0c\u8f6f\u4ef6\u5373\u670d\u52a1\u3001\u5b9a\u5236\u82af\u7247\u4ee5\u53ca\u5148\u8fdb\u7684\u82af\u7247\u5236\u9020\u6280\u672f\u5c06\u4ece\u539f\u6709\u6a21\u5f0f\u8f6c\u5411\u5927\u89c4\u6a21\u5546\u4e1a\u90e8\u7f72\u3002\u968f\u7740\u5229\u6da6\u7387\u548c\u901a\u5e38\u8d8b\u4e8e\u5e73\u7a33\u5316\uff0c\u6295\u8d44\u8005\u66f4\u5173\u5fc3\u7684\u662f\u8fd9\u4e9b\u516c\u53f8\u5de8\u5934\u5982\u4f55\u7ba1\u7406\u8de8\u56fd\u4e1a\u52a1\u548c\u8d44\u672c\u652f\u51fa (Capex)\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator wp-block-separator-color-dark-grey wp-block-separator-spaces-medium wp-block-separator-weight-1 has-alpha-channel-opacity\"\/>\n\n\n\n<p>\u6295\u8d44\u8005\u5728\u8003\u91cf2026\u5e74\u5e94\u9009\u62e9\u54ea\u4e9b\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u80a1\u7968\u65f6\uff0c\u6240\u9762\u5bf9\u7684\u662f\u4e00\u4e2a\u8fc7\u6e21\u6210\u70ed\u7684 AI \u4ea7\u4e1a\u683c\u5c40\u3002\u5982\u679c\u8bf4 2024 \u5e74\u548c 2025 \u5e74\u7684\u5173\u952e\u662f\u201c\u6253\u7834\u73b0\u6709\u57fa\u5efa\u8bbe\u65bd\u201d\uff0c\u90a3\u4e48 2026 \u5e74\u5c06\u6210\u4e3a\u201cAI \u843d\u5730\u4e4b\u5e74\u201d\u3002\u5728\u8fd9\u4e00\u5e74\uff0c\u8f6f\u4ef6\u5373\u670d\u52a1\u3001\u5b9a\u5236\u82af\u7247\u4ee5\u53ca\u5148\u8fdb\u7684\u82af\u7247\u5236\u9020\u6280\u672f\u5c06\u4ece\u539f\u6709\u6a21\u5f0f\u8f6c\u5411\u5927\u89c4\u6a21\u5546\u4e1a\u90e8\u7f72\u3002\u968f\u7740\u5229\u6da6\u7387\u548c\u901a\u5e38\u8d8b\u4e8e\u5e73\u7a33\u5316\uff0c\u6295\u8d44\u8005\u66f4\u5173\u5fc3\u7684\u662f\u8fd9\u4e9b\u516c\u53f8\u5de8\u5934\u5982\u4f55\u7ba1\u7406\u8de8\u56fd\u4e1a\u52a1\u548c\u8d44\u672c\u652f\u51fa (Capex).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u535a\u901a (Broadcom, AVGO)<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.etoro.com\/markets\/avgo\/chart\/\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"507\" src=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/avgo-6-1024x507.png\" alt=\"\" class=\"wp-image-1217655 wp-image-desktop\" srcset=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/avgo-6-1024x507.png 1024w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/avgo-6-300x148.png 300w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/avgo-6-768x380.png 768w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/avgo-6-1536x760.png 1536w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/avgo-6.png 1782w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p class=\"is-style-disclaimer\"><em>\u8fc7\u53bb\u7684\u8868\u73b0\u5e76\u4e0d\u4ee3\u8868\u672a\u6765\u7684\u7ed3\u679c\u3002<\/em><\/p>\n\n\n\n<p><a href=\"https:\/\/www.etoro.com\/zh\/markets\/avgo?funnelFromId=71\">\u535a\u901a<\/a>\u5728<strong>\u5b9a\u5236 AI \u52a0\u901f\u5668 (XPUs)<\/strong> \u9886\u57df\u9065\u9065\u9886\u5148\uff0c\u4e3a Alphabet \u548c Meta \u7b49\u8d85\u5927\u89c4\u6a21\u4f9b\u5e94\u5546\u5171\u540c\u8bbe\u8ba1\u4e13\u7528\u82af\u7247\u3002\u516c\u53f8\u8fd1\u671f\u63d0\u51fa\u4e86 <strong>2026 \u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6 191 \u4ebf\u7f8e\u5143\u7684\u8425\u6536\u76ee\u6807<\/strong>\uff0c\u540c\u6bd4\u589e\u957f 28%\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list wp-block-list wp-block-list-circle\">\n<li>\u535a\u901a\u7684 <strong>AI \u76f8\u5173\u6536\u5165\u9884\u8ba1\u5c06\u589e\u81f3 730 \u4ebf\u7f8e\u5143<\/strong>\uff0c\u8fd9\u610f\u5473\u7740\u516c\u53f8\u672a\u6765 18 \u4e2a\u6708\u7684\u8425\u6536\u9ad8\u5ea6\u53ef\u671f\u3002<\/li>\n\n\n\n<li>\u516c\u53f8\u7ba1\u7406\u5c42\u8868\u793a\u5c06\u4e8e 2026 \u5e74\u95f4\u4ea4\u4ed8\u6570\u5343\u4e07\u7f8e\u5143\u8ba2\u5355\uff0c\u5176\u4e2d\u5305\u62ec\u4e0e <strong>Anthropic<\/strong> \u8fbe\u6210\u7684\u6df1\u5ea6\u5408\u4f5c\u3002<\/li>\n\n\n\n<li>\u535a\u901a\u7684\u5355\u82af\u7247\u4ea4\u6362\u673a\u4ea7\u54c1\u8868\u73b0\u4eae\u773c\uff0c\u5176\u662f\u9ad8\u901f AI \u6570\u636e\u96c6\u7fa4\u7684\u6838\u5fc3\u7ec4\u4ef6 <strong>Tomahawk 6 (102-terabit)<\/strong> \u4ea4\u6362\u673a\u9884\u8ba1\u91cd\u91cf\u5c06\u521b\u65b0\u7eaa\u5f55\u3002<\/li>\n\n\n\n<li>\u535a\u901a\u6838\u5fc3\u7684\u4e1a\u52a1\u4f18\u52bf\u5728\u4e8e\u201c<strong>AI \u53d1\u5c55\u8d8b\u52bf<\/strong>\u201d\u3002\u5728\u8fd9\u4e2a\u8d8b\u52bf\u91cc\uff0c\u91cd\u5fc3\u8f6c\u5411\u201c\u63a8\u7406\u201d\uff0c\u800c\u535a\u901a\u7684\u5b9a\u5236\u82af\u7247\u5728\u6210\u672c\u548c\u80fd\u6548\u65b9\u9762\u5177\u6709\u660e\u663e\u4f18\u52bf\u3002<\/li>\n\n\n\n<li><strong>\u76f8\u5173\u98ce\u9669<\/strong>\u5305\u62ec\u5c06\u5e93\u5b58\u96c6\u4e2d\u4e8e\u5c11\u6570\u5ba2\u6237\uff08\u5e93\u5b58\u7531\u5c11\u6570\u51e0\u5bb6\u79d1\u6280\u5de8\u5934\u6301\u6709\uff09\uff0c\u4ee5\u53ca\u968f\u7740 AI \u6a21\u578b\u56de\u62a5\u7387\u53ef\u80fd\u5e26\u6765\u7684\u5229\u6da6\u538b\u7f29\u53ef\u80fd\u5e26\u6765\u7684\u5229\u6da6\u538b\u7f29\u3002<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-1 wp-block-buttons-is-layout-flex\">\n<a class=\"e-cta e-cta-primary\" href=\"https:\/\/www.etoro.com\/zh\/accounts\/sign-up?funnelFromId=71\">\u5728 eToro \u4e0a\u8d2d\u4e70AI \u80a1\u7968<\/a>\n<\/div>\n\n\n\n<p class=\"has-text-align-center is-style-disclaimer\"><em>\u6295\u8d44\u6709\u98ce\u9669\u3002\u975e\u6295\u8d44\u5efa\u8bae\u3002<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u82f1\u4f1f\u8fbe (NVIDIA, NVDA)<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.etoro.com\/markets\/nvda\/chart\/\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"507\" src=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/nvda-6-1024x507.png\" alt=\"\" class=\"wp-image-1217681 wp-image-desktop\" srcset=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/nvda-6-1024x507.png 1024w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/nvda-6-300x148.png 300w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/nvda-6-768x380.png 768w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/nvda-6-1536x760.png 1536w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/nvda-6.png 1782w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p class=\"is-style-disclaimer\"><em>\u8fc7\u53bb\u7684\u8868\u73b0\u5e76\u4e0d\u4ee3\u8868\u672a\u6765\u7684\u7ed3\u679c\u3002<\/em><\/p>\n\n\n\n<p>\u8fdb\u5165 2026 \u5e74\uff0c<a href=\"https:\/\/www.etoro.com\/zh\/markets\/nvda?funnelFromId=71\">\u82f1\u4f1f\u8fbe<\/a>\u7684 <strong>Blackwell \u67b6\u6784<\/strong>\u5df2\u8fdb\u5165\u5168\u9762\u5546\u4e1a\u90e8\u7f72\uff0c\u8fd9\u6709\u671b\u663e\u8457\u7f13\u89e3\u5927\u89c4\u6a21 AI \u6a21\u578b\u8bad\u7ec3\u65f6\u9047\u5230\u7684\u74f6\u9888\uff0c\u4ece\u800c\u52a0\u901f\u6210\u679c\u7684\u843d\u5730\u4e0e\u90e8\u7f72\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list wp-block-list wp-block-list-circle\">\n<li>\u516c\u53f8 <strong>2026 \u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u8425\u6536\u5c06\u8fbe\u5230\u521b\u7eaa\u5f55\u7684 570 \u4ebf\u7f8e\u5143<\/strong>\uff0c\u540c\u6bd4\u589e\u957f 62%\uff0c\u8fd9\u4e3b\u8981\u5f97\u76ca\u4e8e\u5176\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u7684\u5f3a\u52b2\u8868\u73b0\u3002<\/li>\n\n\n\n<li>\u9996\u5e2d\u6267\u884c\u5b98\u9ec4\u4ec1\u52cb\u8868\u793a\uff0c\u9884\u8ba1 GPU \u4f9b\u5e94\u201c\u4f9b\u4e0d\u5e94\u6c42\u201d\uff0c\u4f9b\u9700\u7f3a\u53e3\u5c06\u6301\u7eed\u6570\u5b63\u589e\u957f\u3002<\/li>\n\n\n\n<li>\u4e0e OpenAI \u8fbe\u6210\u7684 <strong>10 \u5343\u5146\u74e6 (gigawatt) \u57fa\u7840\u8bbe\u65bd\u8ba1\u5212<\/strong>\u4ee5\u53ca\u7c7b\u4f3c\u7684\u6218\u7565\u5408\u4f5c\u8fdb\u4e00\u6b65\u5de9\u56fa\u4e86\u82f1\u4f1f\u8fbe\u8f6f\u786c\u4ef6\u4e00\u4f53\u5316\u65b9\u6848\u7684\u957f\u671f\u9700\u6c42\u3002<\/li>\n\n\n\n<li>\u82f1\u4f1f\u8fbe\u5c06\u5411\u201c<strong>AI \u5de5\u5382<\/strong>\u201d\u548c\u201c\u4e3b\u6743 AI\u201d\u9886\u57df\u6269\u5f20\uff0c\u5728\u82f1\u56fd\u548c\u65e5\u672c\u7b49\u5730\u6295\u8d44\u4e86\u6570\u5343\u4e07\u7f8e\u5143\uff0c\u5efa\u8bbe\u672c\u5730\u5316\u57fa\u7840\u8bbe\u65bd\u3002<\/li>\n\n\n\n<li>\u5176 <strong>Spectrum-X \u4ee5\u592a\u7f51\u7f51\u7edc\u65b9\u6848<\/strong>\u88ab Meta \u548c\u5fae\u8f6f\u91cd\u7528\uff0c\u8fd9\u6807\u5fd7\u7740\u82f1\u4f1f\u8fbe\u5c06\u4ece GPU \u4f9b\u5e94\u5546\u8f6c\u578b\u4e3a\u5168\u65b9\u6848\u63d0\u4f9b\u6570\u636e\u4e2d\u5fc3\u7f51\u7edc\u65b9\u6848\u63d0\u4f9b\u5546\u3002<\/li>\n\n\n\n<li><strong>\u6295\u8d44\u8005\u5e94\u7559\u610f<\/strong>\u9ad8\u4f30\u503c\u98ce\u9669\uff0c\u82e5\u4e0d\u80fd\u63d0\u4f9b AI \u7684\u6295\u8d44\u56de\u62a5\u7387\uff08ROI\uff09\uff0c\u5c06\u4ee4\u524d\u671f\u5bc6\u96c6\u7684\u8d44\u672c\u652f\u51fa\u53ef\u80fd\u53d7\u963b\u3002<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-2 wp-block-buttons-is-layout-flex\">\n<a class=\"e-cta e-cta-primary\" href=\"https:\/\/www.etoro.com\/zh\/accounts\/sign-up?funnelFromId=71\">\u5728 eToro \u4e0a\u8d2d\u4e70AI \u80a1\u7968<\/a>\n<\/div>\n\n\n\n<p class=\"has-text-align-center is-style-disclaimer\"><em>\u6295\u8d44\u6709\u98ce\u9669\u3002\u975e\u6295\u8d44\u5efa\u8bae\u3002<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Alphabet (GOOGL)<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.etoro.com\/markets\/goog\/chart\/\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"509\" src=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/goog-6-1024x509.png\" alt=\"\" class=\"wp-image-1217707 wp-image-desktop\" srcset=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/goog-6-1024x509.png 1024w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/goog-6-300x149.png 300w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/goog-6-768x381.png 768w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/goog-6-1536x763.png 1536w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/goog-6.png 1782w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p class=\"is-style-disclaimer\"><em>\u8fc7\u53bb\u7684\u8868\u73b0\u5e76\u4e0d\u4ee3\u8868\u672a\u6765\u7684\u7ed3\u679c\u3002<\/em><\/p>\n\n\n\n<p><a href=\"https:\/\/www.etoro.com\/zh\/markets\/googl?funnelFromId=71\">Alphabet<\/a> \u7ee7\u7eed\u5de9\u56fa\u5176\u5e7f\u544a\u4e3a\u4e3b\u5730\u4f4d\uff0c\u5e76\u6210\u529f\u5411\u65b0\u9886\u57df\u6269\u5f20\u30022026 \u5e74\u5c06\u662f\u8fd9\u4e9b\u6218\u7565\u90e8\u7f72\u5f00\u59cb\u4ea7\u751f\u5b9e\u9645\u8d22\u52a1\u56de\u62a5\u7684\u5173\u952e\u4e00\u5e74\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list wp-block-list wp-block-list-circle\">\n<li>\u81ea 2018 \u5e74\u4ee5\u6765\uff0c\u8c37\u6b4c\u7684 <strong>\u5f20\u91cf\u5904\u7406\u5355\u5143 (TPU)<\/strong> \u4f7f\u5176\u5728\u65e0\u9700\u9ad8\u6602\u524d\u671f\u6295\u5165\u7684\u60c5\u51b5\u4e0b\u4f7f\u7528 AI \u57fa\u7840\u8bbe\u65bd\u3002\u8fd9\u4e00\u4f18\u52bf\u5df2\u7ecf\u4ece\u5185\u90e8\u201c\u79d8\u5bc6\u6b66\u5668\u201d\u8f6c\u53d8\u4e3a\u8c37\u6b4c\u4e91\uff08Google Cloud\uff09\u7684\u589e\u6536\u5229\u5668\u3002<\/li>\n\n\n\n<li>\u516c\u53f8\u4e0e <strong>Anthropic<\/strong> \u8fbe\u6210\u7684\u6d89\u53ca\u9ad8\u8fbe 10 \u4e07\u4e2a TPU \u7684\u5de8\u989d\u4ea4\u6613\u5c06\u4e8e 2026 \u5e74\u5206\u6279\u4e0a\u7ebf\u3002\u8fd9\u610f\u5473\u7740\u201c\u6570\u5343\u4e07\u7f8e\u5143\u201d\u7684\u589e\u957f\u673a\u9047\u3002<\/li>\n\n\n\n<li><strong>Gemini 2.0<\/strong> \u53ca\u540e\u7eed\u7248\u672c\u9884\u8ba1\u5c06\u57282026\u5e74\u5168\u9762\u878d\u5165\u641c\u7d22\u548c Workspace \u751f\u4ea7\u529b\u5957\u4ef6\u4e2d\uff0c\u63a8\u52a8\u63d0\u4f9b\u5de5\u4f5c\u6548\u7387\u76f8\u5173\u7684\u4ed8\u8d39\u4e1a\u52a1\u589e\u957f\u3002<\/li>\n\n\n\n<li>Alphabet \u7684<strong>\u5782\u76f4\u6574\u5408\u4f18\u52bf<\/strong>\uff08\u81ea\u7814\u82af\u7247\u3001\u8fd0\u8425\u4e91\u5e73\u53f0\u5e76\u5f00\u53d1 AI \u6a21\u578b\uff09\u4f7f\u5176\u5229\u6da6\u7387\u660e\u663e\u9ad8\u4e8e\u4f9d\u8d56\u7b2c\u4e09\u65b9\u6a21\u578b\u7684\u7ade\u4e89\u5bf9\u624b\u3002<\/li>\n\n\n\n<li>\u5206\u9500\u65b9\u9762\uff0c Alphabet \u53ef\u80fd\u4f1a\u6574\u5408\u65d7\u4e0b\u79d1\u6280\u5de8\u5934\u8054\u624b TPU\uff0c\u8fd9\u5c06\u5f00\u542f\u5168\u65b0\u7684\u201c<strong>\u786c\u4ef6\u5373\u670d\u52a1 (HaaS)<\/strong>\u201d\u6536\u5165\u6765\u6e90\u3002<\/li>\n\n\n\n<li>Alphabet \u7684\u73b0\u91d1\u50a8\u5907\u4f9d\u7136\u662f\u884c\u4e1a\u5185\u6700\u96c4\u539a\u7684\u4e4b\u4e00\uff0c\u62e5\u6709\u7ea6 <strong>1000 \u4ebf\u7f8e\u5143\u73b0\u91d1\u53ca\u6709\u4ef7\u8bc1\u5238<\/strong>\uff0c\u8db3\u4ee5\u5728\u4e0d\u5f71\u54cd\u8d22\u52a1\u7a33\u5065\u7684\u60c5\u51b5\u4e0b\u652f\u6301\u6bcf\u5e74\u6570\u767e\u4ebf\u7f8e\u5143\u7ea7\u522b\u7684\u8d44\u672c\u652f\u51fa\u5468\u671f\u3002<\/li>\n\n\n\n<li><strong>\u4e3b\u8981\u98ce\u9669<\/strong>\u5305\u62ec\u7f8e\u6b27\u76d1\u7ba1\u673a\u6784\u7684\u53cd\u5784\u65ad\u6218\uff0c\u4ee5\u53ca AI \u751f\u6210\u7684\u641c\u7d22\u7ed3\u679c\u53ef\u80fd\u5bf9\u4f20\u7edf\u5e7f\u544a\u6536\u5165\u9020\u6210\u7684\u201c\u8695\u98df\u6548\u5e94\u201d\u3002<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3 wp-block-buttons-is-layout-flex\">\n<a class=\"e-cta e-cta-primary\" href=\"https:\/\/www.etoro.com\/zh\/accounts\/sign-up?funnelFromId=71\">\u5728 eToro \u4e0a\u8d2d\u4e70AI \u80a1\u7968<\/a>\n<\/div>\n\n\n\n<p class=\"has-text-align-center is-style-disclaimer\"><em>\u6295\u8d44\u6709\u98ce\u9669\u3002\u975e\u6295\u8d44\u5efa\u8bae\u3002<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u963f\u65af\u9ea6 (ASML, ASML)<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.etoro.com\/markets\/asml\/chart\/\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"507\" src=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/asml-8-1024x507.png\" alt=\"\" class=\"wp-image-1217733 wp-image-desktop\" srcset=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/asml-8-1024x507.png 1024w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/asml-8-300x149.png 300w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/asml-8-768x381.png 768w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/asml-8-1536x761.png 1536w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/asml-8.png 1782w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p class=\"is-style-disclaimer\"><em>\u8fc7\u53bb\u7684\u8868\u73b0\u5e76\u4e0d\u4ee3\u8868\u672a\u6765\u7684\u7ed3\u679c\u3002<\/em><\/p>\n\n\n\n<p><a href=\"https:\/\/www.etoro.com\/zh\/markets\/asml?funnelFromId=71\">\u963f\u65af\u9ea6<\/a>\u51e0\u4e4e\u5784\u65ad\u4e86\u5236\u9020\u5168\u7403\u6700\u5148\u8fdb 2 \u7eb3\u7c73\u548c 1.4 \u7eb3\u7c73\u82af\u7247\u6240\u9700\u7684\u6838\u5fc3\u6280\u672f\u2014\u2014<strong>\u6781\u7d2b\u5916 (EUV) \u5149\u523b\u673a<\/strong>\uff0c\u8fd9\u4f7f\u5f97\u8be5\u516c\u53f8\u7684\u80a1\u7968\u6210\u4e3a\u4efb\u4f55\u5e0c\u671b\u6d89\u8db3 AI \u786c\u4ef6\u884c\u4e1a\u7684\u6295\u8d44\u8005\u7684\u70ed\u95e8\u9009\u62e9\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list wp-block-list wp-block-list-circle\">\n<li>2026 \u5e74\u9884\u8ba1\u5c06\u662f<strong>\u9ad8\u6570\u503c\u5b54\u5f84 (High-NA) \u6781\u7d2b\u5916\u5149\u523b\u673a (0.55 NA)<\/strong> \u7684\u5173\u952e\u4e00\u5e74\uff0c\u82f1\u7279\u5c14\u548c\u53f0\u79ef\u7535\u7b49\u9886\u5934\u5382\u5546\u5c06\u5f00\u59cb\u5927\u89c4\u6a21\u5546\u4e1a\u90e8\u7f72\u3002<\/li>\n\n\n\n<li>\u516c\u53f8\u8fd1\u671f\u9762\u4e34\u4e00\u4e9b\u5730\u7f18\u653f\u6cbb\u5f71\u54cd\u3002\u82e5\u51fa\u53e3\u7ba1\u5236\u653e\u677e\uff0c\u516c\u53f8 2026 \u5e74\u5bf9\u534e\u9500\u552e\u9884\u8ba1\u5c06\u6709\u6240\u4e0b\u964d\uff0c\u4f46\u5176<strong>\u975e\u4e2d\u56fd\u533a\u7684\u8ba2\u5355\u4f9d\u7136\u5f3a\u52b2<\/strong>\u3002<\/li>\n\n\n\n<li>\u968f\u7740\u82af\u7247\u5236\u9020\u5de8\u5934\u7ade\u4e89\u8fdb\u5165\u201c<strong>\u57c3\u7c73\u65f6\u4ee3 (Angstrom Era)<\/strong>\u201d\uff0c\u8fd9\u4e3a\u963f\u65af\u9ea6\u63d0\u4f9b\u4e86\u7a33\u5b9a\u7684\u9700\u6c42\u652f\u6491\u3002<\/li>\n\n\n\n<li>\u5411<strong>\u9ad8\u6570\u503c\u5b54\u5f84\u6781\u7d2b\u5916\u5149\u523b\u673a<\/strong>\u7684\u8fc7\u6e21\u53ef\u5b9e\u73b0\u201c\u5355\u6b21\u66dd\u5149\u56fe\u6848\u5316\u201d\uff0c\u964d\u4f4e\u751f\u4ea7\u7455\u75b5\u5e76\u7f13\u89e3\u4e0b\u4e00\u4ee3 AI \u52a0\u901f\u5668\u7684\u751f\u4ea7\u5468\u671f\u3002<\/li>\n\n\n\n<li>\u5206\u6790\u5e08\u9884\u6d4b\uff0c\u963f\u65af\u9ea6\u5230 2030 \u5e74\u7684\u5e74\u9500\u552e\u989d\u6709\u671b\u8fbe\u5230 440 \u4ebf\u81f3 600 \u4ebf\u6b27\u5143\uff0c\u800c <strong>2026 \u5e74\u5c06\u662f\u8fd9\u4e00\u589e\u957f\u90e8\u7f72\u7684\u8d77\u70b9<\/strong>\u3002<\/li>\n\n\n\n<li><strong>\u9700\u8981\u7559\u610f\u7684\u98ce\u9669<\/strong>\u5305\u62ec\u9ad8\u6570\u503c\u5b54\u5f84\u7cfb\u7edf\u7684\u9ad8\u6602\u6210\u672c\uff08\u5355\u4ef7\u7ea6 3.5 \u4ebf\u7f8e\u5143\uff09\uff0c\u82e5\u5176\u5b83\u4f53\u91cf\u5382\u5546\u975e\u8981\u5229\u7528\u73b0\u6709\u8bbe\u5907\uff0c\u8ba2\u5355\u53ef\u80fd\u51fa\u73b0\u6324\u5151\u3002<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-4 wp-block-buttons-is-layout-flex\">\n<a class=\"e-cta e-cta-primary\" href=\"https:\/\/www.etoro.com\/zh\/accounts\/sign-up?funnelFromId=71\">\u5728 eToro \u4e0a\u8d2d\u4e70AI \u80a1\u7968<\/a>\n<\/div>\n\n\n\n<p class=\"has-text-align-center is-style-disclaimer\"><em>\u6295\u8d44\u6709\u98ce\u9669\u3002\u975e\u6295\u8d44\u5efa\u8bae\u3002<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u4e9a\u9a6c\u900a (Amazon, AMZN)<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.etoro.com\/markets\/amzn\/chart\/\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"507\" src=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/amzn-9-1024x507.png\" alt=\"\" class=\"wp-image-1217759 wp-image-desktop\" srcset=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/amzn-9-1024x507.png 1024w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/amzn-9-300x148.png 300w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/amzn-9-768x380.png 768w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/amzn-9-1536x760.png 1536w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/amzn-9.png 1782w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p class=\"is-style-disclaimer\"><em>\u8fc7\u53bb\u7684\u8868\u73b0\u5e76\u4e0d\u4ee3\u8868\u672a\u6765\u7684\u7ed3\u679c\u3002<\/em><\/p>\n\n\n\n<p><a href=\"https:\/\/www.etoro.com\/zh\/markets\/amzn?funnelFromId=71\">\u4e9a\u9a6c\u900a<\/a>\u5c06\u5904\u4e8e\u4e00\u4e2a\u8017\u8d44\u9ad8\u8fbe <strong>1250 \u4ebf\u7f8e\u5143\u7684\u8d85\u5927\u89c4\u6a21\u8d44\u672c\u6295\u8d44\u5468\u671f<\/strong>\uff082025\/2026 \u5e74\uff09\uff0c\u76ee\u6807\u662f\u62a2\u5360\u5176\u4f5c\u4e3a\u5168\u7403\u9886\u5148 AI \u4e91\u5e73\u53f0\u5546\u7684\u5730\u4f4d\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list wp-block-list wp-block-list-circle\">\n<li>\u516c\u53f8\u5df2\u516c\u5e03\u8ba1\u5212\uff0c\u5c06\u4e3a\u7f8e\u56fd\u653f\u5e9c\u673a\u6784\u5efa\u8bbe\u4ef7\u503c\u9ad8\u8fbe 500 \u4ebf\u7f8e\u5143\u7684 AI \u57fa\u7840\u8bbe\u65bd\uff0c\u76f8\u5173\u6570\u636e\u4e2d\u5fc3\u5c06\u4e8e 2026 \u5e74\u52a8\u5de5\u3002<\/li>\n\n\n\n<li>\u534e\u5c14\u8857\u5206\u6790\u5e08\u4f30\u8ba1\uff0c\u968f\u7740\u751f\u6210\u5f0f AI \u5de5\u4f5c\u8d1f\u8f7d\u8fdb\u5165\u5168\u89c4\u6a21\u751f\u4ea7\uff0c<strong>AWS \u7684\u8425\u6536\u589e\u901f\u5728 2026 \u5e74\u53ef\u80fd\u91cd\u65b0\u56de\u5f52\u81f3 20% \u4ee5\u4e0a<\/strong>\u3002<\/li>\n\n\n\n<li>\u4e9a\u9a6c\u900a\u81ea\u7814\u7684 AI \u82af\u7247 <strong>Trainium \u548c Inferentia<\/strong>\u63d0\u4f9b\u4e86\u4f18\u4e8e\u4f20\u7edf GPU \u7684\u9ad8\u6027\u4ef7\u6bd4\u66ff\u4ee3\u65b9\u6848\uff0c\u83b7\u5f97\u4e86 Anthropic \u7b49\u5927\u5ba2\u6237\u7684\u9752\u7750\u3002<\/li>\n\n\n\n<li>\u9664\u4e86\u4e91\u4e1a\u52a1\uff0cAI \u8fd8\u88ab\u7528\u4e8e\u4f18\u5316\u4e9a\u9a6c\u900a\u7684\u96f6\u552e\u7269\u6d41\u7cfb\u7edf\uff0c\u4ece\u800c\u663e\u8457\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\u3002<\/li>\n\n\n\n<li>\u636e\u4f30\u8ba1\uff0c\u4e9a\u9a6c\u900a\u6bcf\u589e\u52a0 1 \u5343\u5146\u7684\u6570\u636e\u4e2d\u5fc3\u5bb9\u91cf\uff0c\u5927\u7ea6\u80fd\u4ea7\u751f <strong>30 \u4ebf\u7f8e\u5143\u7684\u5e74\u8425\u6536<\/strong>\u3002<\/li>\n\n\n\n<li><strong>\u76f8\u5173\u98ce\u9669<\/strong>\u5305\u62ec\u4e3a\u652f\u6301\u5de8\u989d\u8d44\u672c\u652f\u51fa\u800c\u53d1\u884c\u7684\u641e\u5229\u606f\u6c34\u5e73\uff0c\u4ee5\u53ca\u6765\u81ea Microsoft Azure \u548c Google Cloud \u7684\u6fc0\u70c8\u7ade\u4e89\u3002<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-5 wp-block-buttons-is-layout-flex\">\n<a class=\"e-cta e-cta-primary\" href=\"https:\/\/www.etoro.com\/zh\/accounts\/sign-up?funnelFromId=71\">\u5728 eToro \u4e0a\u8d2d\u4e70AI \u80a1\u7968<\/a>\n<\/div>\n\n\n\n<p class=\"has-text-align-center is-style-disclaimer\"><em>\u6295\u8d44\u6709\u98ce\u9669\u3002\u975e\u6295\u8d44\u5efa\u8bae\u3002<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u7f8e\u5149\u79d1\u6280 (Micron, MU)<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.etoro.com\/markets\/mu\/chart\/\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"506\" src=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/mu-6-1024x506.png\" alt=\"\" class=\"wp-image-1217785 wp-image-desktop\" srcset=\"https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/mu-6-1024x506.png 1024w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/mu-6-300x148.png 300w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/mu-6-768x380.png 768w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/mu-6-1536x759.png 1536w, https:\/\/www.etoro.com\/wp-content\/uploads\/2026\/01\/mu-6.png 1782w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p class=\"is-style-disclaimer\"><em>\u8fc7\u53bb\u7684\u8868\u73b0\u5e76\u4e0d\u4ee3\u8868\u672a\u6765\u7684\u7ed3\u679c\u3002<\/em><\/p>\n\n\n\n<p><a href=\"https:\/\/www.etoro.com\/zh\/markets\/mu?funnelFromId=71\">\u7f8e\u5149\u79d1\u6280<\/a>\u5728 2025 \u5e74\u95f4\u521b\u4e0b\u4e86\u8425\u6536\u53cd\u5f39\u65b0\u9ad8\uff0c\u8fdb\u5165 2026 \u5e74\u65f6\uff0c\u5176<strong>\u9ad8\u5e26\u5bbd\u5185\u5b58 (HBM)<\/strong> \u5168\u5e74\u7684\u4f9b\u5e94\u91cf\u5df2\u552e\u7f44\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list wp-block-list wp-block-list-circle\">\n<li>\u516c\u53f8\u4e0b\u4e00\u4ee3 <strong>HBM4<\/strong> \u5185\u5b58\u7684\u4f20\u8f93\u901f\u5ea6\u5df2\u8fbe\u5230\u884c\u4e1a\u9886\u5148\u7684 11 Gbps\uff0c\u6709\u671b\u5728 2026 \u5e74\u7b2c\u4e8c\u81f3\u70ed\u5b63\u5ea6\u5b9e\u73b0\u9ad8\u6536\u76ca\u91cf\u4ea7\u3002<\/li>\n\n\n\n<li>\u7f8e\u5149\u9884\u6d4b\uff0cHBM \u5e02\u573a\u89c4\u6a21\u5230 <strong>2028 \u5e74\u5c06\u8fbe\u5230 1000 \u4ebf\u7f8e\u5143<\/strong>\uff0c\u7ba1\u7406\u5c42\u8868\u793a\u4e3a\u8fd9\u4e00\u91cd\u78c5\u7a81\u7834\u5c06\u6bd4\u539f\u5148\u9884\u671f\u63d0\u524d\u4e24\u5e74\u5b9e\u73b0\u3002<\/li>\n\n\n\n<li>\u4e3a\u6ee1\u8db3\u9700\u6c42\uff0c\u7f8e\u5149\u5df2\u5c06 <strong>2026 \u8d22\u5e74\u7684\u8d44\u672c\u652f\u51fa\u63d0\u9ad8\u81f3 200 \u4ebf\u7f8e\u5143<\/strong>\uff0c\u91cd\u70b9\u6269\u5f20\u5728\u7231\u8fbe\u8377\u5dde\u548c\u7ebd\u7ea6\u5dde\u7684\u4ea7\u80fd\u3002<\/li>\n\n\n\n<li>\u516c\u53f8\u9884\u6d4b\uff0c\u7531\u4e8e AI \u670d\u52a1\u5668\u5bf9\u5185\u5b58\u5bb9\u91cf\u7684\u9700\u6c42\u8fdc\u9ad8\u4e8e\u4f20\u7edf\u670d\u52a1\u5668\uff0c<strong>DDR5 \u548c\u6570\u636e\u4e2d\u5fc3 SSD<\/strong> \u7684\u9700\u6c42\u5c06\u7ee7\u7eed\u53cd\u5f39\u3002<\/li>\n\n\n\n<li>\u7f8e\u5149\u79d1\u6280\u7684 <strong>1-gamma DRAM \u548c G9 NAND<\/strong> \u8282\u70b9\u5c06\u5728 2026 \u4e0b\u534a\u5e74\u6210\u4e3a\u4e3b\u8981\u751f\u4ea7\u9a71\u52a8\u529b\uff0c\u63d0\u4f9b\u66f4\u4f18\u8d8a\u7684\u5b58\u50a8\u5bc6\u5ea6\u3002<\/li>\n\n\n\n<li><strong>\u98ce\u9669<\/strong>\u5305\u62ec\u5b58\u50a8\u5e02\u573a\u7684\u5468\u671f\u6027\u6ce2\u52a8\uff0c\u4ee5\u53ca\u7ade\u4e89\u5bf9\u624b\u4e09\u661f\u548c SK \u6d77\u529b\u58eb\u4ea7\u80fd\u6269\u5f20\u8fc7\u5feb\u53ef\u80fd\u5bfc\u81f4\u7684\u4f9b\u5e94\u8fc7\u5269\u3002<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-6 wp-block-buttons-is-layout-flex\">\n<a class=\"e-cta e-cta-primary\" href=\"https:\/\/www.etoro.com\/zh\/accounts\/sign-up?funnelFromId=71\">\u5728 eToro \u4e0a\u8d2d\u4e70AI \u80a1\u7968<\/a>\n<\/div>\n\n\n\n<p class=\"has-text-align-center is-style-disclaimer\"><em>\u6295\u8d44\u6709\u98ce\u9669\u3002\u975e\u6295\u8d44\u5efa\u8bae\u3002<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u7ed3\u8bba<\/h2>\n\n\n\n<p>2026 \u5e74\u7684 AI \u4ea7\u4e1a\u683c\u5c40\u5c06\u4ece\u201c\u786c\u4ef6\u72c2\u70ed\u201d\u8f6c\u5411\u66f4\u6ce8\u91cd\u6548\u7387\u4e0e\u56de\u62a5\u7684\u7cbe\u7ec6\u5316\u65f6\u4ee3\u3002\u867d\u7136\u9876\u7ea7\u79d1\u6280\u5de8\u5934\u7684\u5de8\u989d\u8d44\u672c\u652f\u51fa\u4e3a\u82af\u7247\u8bbe\u8ba1\u5546\u548c\u5236\u9020\u5546\u63d0\u4f9b\u4e86\u5f3a\u52b2\u7684\u52a8\u529b\uff0c\u4f46\u6700\u7ec8\u6295\u8d44\u8005\u5fc5\u987b\u65f6\u523b\u5224\u65ad\u4ef7\u503c\u98ce\u9669\u548c\u5730\u7f18\u653f\u6cbb\u5c40\u52bf\u3002 <\/p>\n\n\n\n<p>\u5728\u4e0d\u540c\u7ec6\u5206\u9886\u57df\u8fdb\u884c\u591a\u6837\u5316\u53d1\u5c55\u6709\u5229\u4e8e\u6355\u6349\u5355\u4e00\u516c\u53f8\u98ce\u9669\u3002\u968f\u7740 AI \u884c\u4e1a\u7684\u6301\u7eed\u6f14\u5316\uff0c\u628a\u63e1\u957f\u671f\u673a\u9047\u7684\u5173\u952e\u5728\u4e8e\u5ba1\u614e\u7684\u5173\u952e\u5728\u4e8e\u5ba1\u614e\u7684\u6295\u8d44\u8ba1\u5212\u548c\u6280\u672f\u751f\u4ea7\u91cd\u78c5\u7a81\u7834\u3002<\/p>\n\n\n\n<p>\u5728 <a href=\"https:\/\/www.etoro.com\/zh\/academy\/\">eToro<\/a> \u5b66\u5458\u4e86\u89e3\u66f4\u591a\u5173\u4e8e AI \u80a1\u7968\u53ca\u5176\u5b83\u6295\u8d44\u7c7b\u522b\u7684\u4fe1\u606f\u3002<\/p>\n\n\n\n<p><\/p>\n\n\n\n\t\t<style>\n\t\t\t.rtl .etoro-block-shortcode-disclaimer {\n\t\t\t\ttext-align:right;\n\t\t\t}\n\t\t\t.etoro-block-shortcode-disclaimer {\n\t\t\t\tmargin-bottom:18px;\n\t\t\t\ttext-align:left;\n\t\t\t}\n\t\t\t.etoro-block-shortcode-disclaimer p{\n\t\t\t\tfont-size: 12px;\n\t\t\t\tline-height: 18px;\n\t\t\t}\n\t\t\t@media (min-width: 768px) {\n\t\t\t\t.etoro-block-shortcode-disclaimer {\n\t\t\t\t\tmax-width:1176px;\n\t\t\t\t\ttext-align:center;\n\t\t\t\t}\n\t\t\t\t.etoro-block-shortcode-disclaimer p {\n\t\t\t\t\tfont-size: 14px;\n\t\t\t\t\tline-height: 20px;\n\t\t\t\t}\n\t\t\t}\n\t\t<\/style>\n\t\t<div class='etoro-block-shortcode-disclaimer'><p>\u672c\u6750\u6599\u4ec5\u7528\u4e8e\u63d0\u4f9b\u4fe1\u606f\u548c\u6559\u80b2\u7528\u9014\uff0c\u4e0d\u5e94\u88ab\u89c6\u4e3a\u6295\u8d44\u5efa\u8bae\u3001\u4e2a\u4eba\u63a8\u8350\u6216\u4e70\u5356\u4efb\u4f55\u91d1\u878d\u5de5\u5177\u7684\u8981\u7ea6\u6216\u9080\u7ea6\u3002<\/p>\n<p>\u672c\u6750\u6599\u7684\u7f16\u5199\u5e76\u672a\u8003\u8651\u5230\u4efb\u4f55\u7279\u5b9a\u53d7\u4f17\u7684\u6295\u8d44\u76ee\u6807\u6216\u8d22\u52a1\u72b6\u51b5\uff0c\u4ea6\u672a\u6309\u7167\u4fc3\u8fdb\u72ec\u7acb\u7814\u7a76\u7684\u6cd5\u5f8b\u548c\u76d1\u7ba1\u8981\u6c42\u7f16\u5199\u3002<\/p>\n<p><strong>\u6750\u6599\u4e2d\u6240\u63d0\u53ca\u7684\u91d1\u878d\u5de5\u5177\u548c\u670d\u52a1\u5e76\u975e\u5168\u7531eToro\u63d0\u4f9b<\/strong>\uff0c\u5e76\u4e14\u6240\u63d0\u53ca\u7684\u6240\u6709\u91d1\u878d\u5de5\u5177\u3001\u6307\u6570\u6216\u4e00\u63fd\u5b50\u6295\u8d44\u4ea7\u54c1\u7684\u5386\u53f2\u8868\u73b0\u90fd\u4e0d\u662f\uff0c\u4e5f\u4e0d\u5e94\u88ab\u89c6\u4e3a\u672a\u6765\u4e1a\u7ee9\u7684\u53ef\u9760\u6307\u6807\u3002<strong>\u4e0a\u8ff0\u4ea7\u54c1\u548c\u670d\u52a1\u7684\u53ef\u7528\u6027\u53ef\u80fd\u56e0\u53f8\u6cd5\u7ba1\u8f96\u533a\u548c\u56fd\u5bb6\/\u5730\u533a\u800c\u6709\u6240\u4e0d\u540c\u3002<\/strong><\/p>\n<p>eToro\u5bf9\u672c\u6307\u5357\u5185\u5bb9\u7684\u51c6\u786e\u6027\u6216\u5b8c\u6574\u6027\u4e0d\u4f5c\u4efb\u4f55\u58f0\u660e\uff0c\u4e5f\u4e0d\u627f\u62c5\u4efb\u4f55\u8d23\u4efb\u3002\u5728\u6295\u5165\u4efb\u4f55\u8d44\u91d1\u4e4b\u524d\uff0c\u786e\u4fdd\u60a8\u4e86\u89e3\u4ea4\u6613\u4e2d\u6d89\u53ca\u7684\u98ce\u9669\u3002\u5207\u52ff\u627f\u62c5\u8d85\u8fc7\u60a8\u613f\u610f\u627f\u53d7\u635f\u5931\u7684\u98ce\u9669\u3002<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>2026 \u5e74\u6b63\u6210\u4e3a\u201cAI \u843d\u5730\u4e4b\u5e74\u201d\u3002\u5728\u8fd9\u4e00\u5e74\uff0c\u8f6f\u4ef6\u5373\u670d\u52a1\u3001\u5b9a\u5236\u82af\u7247\u4ee5\u53ca\u5148\u8fdb\u7684\u82af\u7247\u5236\u9020\u6280\u672f\u5c06\u4ece\u539f\u6709\u6a21\u5f0f\u8f6c\u5411\u5927\u89c4\u6a21\u5546\u4e1a\u90e8\u7f72\u3002\u968f\u7740\u5229\u6da6\u7387\u548c\u901a\u5e38\u8d8b\u4e8e\u5e73\u7a33\u5316\uff0c\u6295\u8d44\u8005\u66f4\u5173\u5fc3\u7684\u662f\u8fd9\u4e9b\u516c\u53f8\u5de8\u5934\u5982\u4f55\u7ba1\u7406\u8de8\u56fd\u4e1a\u52a1\u548c\u8d44\u672c\u652f\u51fa (Capex)\u3002 \u6295\u8d44\u8005\u5728\u8003\u91cf2026\u5e74\u5e94\u9009\u62e9\u54ea\u4e9b\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u80a1\u7968\u65f6\uff0c\u6240\u9762\u5bf9\u7684\u662f\u4e00\u4e2a\u8fc7\u6e21\u6210\u70ed\u7684 AI \u4ea7\u4e1a\u683c\u5c40\u3002\u5982\u679c\u8bf4 2024 \u5e74\u548c 2025 \u5e74\u7684\u5173\u952e\u662f\u201c\u6253\u7834\u73b0\u6709\u57fa\u5efa\u8bbe\u65bd\u201d\uff0c\u90a3\u4e48 2026 \u5e74\u5c06\u6210\u4e3a\u201cAI \u843d\u5730\u4e4b\u5e74\u201d\u3002\u5728\u8fd9\u4e00\u5e74\uff0c\u8f6f\u4ef6\u5373\u670d\u52a1\u3001\u5b9a\u5236\u82af\u7247\u4ee5\u53ca\u5148\u8fdb\u7684\u82af\u7247\u5236\u9020\u6280\u672f\u5c06\u4ece\u539f\u6709\u6a21\u5f0f\u8f6c\u5411\u5927\u89c4\u6a21\u5546\u4e1a\u90e8\u7f72\u3002\u968f\u7740\u5229\u6da6\u7387\u548c\u901a\u5e38\u8d8b\u4e8e\u5e73\u7a33\u5316\uff0c\u6295\u8d44\u8005\u66f4\u5173\u5fc3\u7684\u662f\u8fd9\u4e9b\u516c\u53f8\u5de8\u5934\u5982\u4f55\u7ba1\u7406\u8de8\u56fd\u4e1a\u52a1\u548c\u8d44\u672c\u652f\u51fa (Capex). \u535a\u901a (Broadcom, AVGO) \u8fc7\u53bb\u7684\u8868\u73b0\u5e76\u4e0d\u4ee3\u8868\u672a\u6765\u7684\u7ed3\u679c\u3002 \u535a\u901a\u5728\u5b9a\u5236 AI \u52a0\u901f\u5668 (XPUs) \u9886\u57df\u9065\u9065\u9886\u5148\uff0c\u4e3a Alphabet \u548c Meta \u7b49\u8d85\u5927\u89c4\u6a21\u4f9b\u5e94\u5546\u5171\u540c\u8bbe\u8ba1\u4e13\u7528\u82af\u7247\u3002\u516c\u53f8\u8fd1\u671f\u63d0\u51fa\u4e86 2026 \u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6 191 \u4ebf\u7f8e\u5143\u7684\u8425\u6536\u76ee\u6807\uff0c\u540c\u6bd4\u589e\u957f 28%\u3002 \u6295\u8d44\u6709\u98ce\u9669\u3002\u975e\u6295\u8d44\u5efa\u8bae\u3002 \u82f1\u4f1f\u8fbe (NVIDIA, NVDA) \u8fc7\u53bb\u7684\u8868\u73b0\u5e76\u4e0d\u4ee3\u8868\u672a\u6765\u7684\u7ed3\u679c\u3002 \u8fdb\u5165 2026 \u5e74\uff0c\u82f1\u4f1f\u8fbe\u7684 Blackwell \u67b6\u6784\u5df2\u8fdb\u5165\u5168\u9762\u5546\u4e1a\u90e8\u7f72\uff0c\u8fd9\u6709\u671b\u663e\u8457\u7f13\u89e3\u5927\u89c4\u6a21 AI \u6a21\u578b\u8bad\u7ec3\u65f6\u9047\u5230\u7684\u74f6\u9888\uff0c\u4ece\u800c\u52a0\u901f\u6210\u679c\u7684\u843d\u5730\u4e0e\u90e8\u7f72\u3002 \u6295\u8d44\u6709\u98ce\u9669\u3002\u975e\u6295\u8d44\u5efa\u8bae\u3002 Alphabet (GOOGL) \u8fc7\u53bb\u7684\u8868\u73b0\u5e76\u4e0d\u4ee3\u8868\u672a\u6765\u7684\u7ed3\u679c\u3002 Alphabet \u7ee7\u7eed\u5de9\u56fa\u5176\u5e7f\u544a\u4e3a\u4e3b\u5730\u4f4d\uff0c\u5e76\u6210\u529f\u5411\u65b0\u9886\u57df\u6269\u5f20\u30022026 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