{"id":46914,"date":"2026-05-14T23:55:45","date_gmt":"2026-05-14T23:55:45","guid":{"rendered":"https:\/\/www.vtmarketsmy.com\/cn\/uncategorized\/%e6%80%9d%e7%a7%91%e5%8f%97%e7%9b%8a%e4%ba%8eai%e8%b6%85%e5%a4%a7%e8%a7%84%e6%a8%a1%e4%ba%91%e6%9c%8d%e5%8a%a1%e5%95%86%e9%9c%80%e6%b1%82%e6%bf%80%e5%a2%9e%e8%82%a1%e4%bb%b7%e9%a3%99%e5%8d%87%ef%bc%8c\/"},"modified":"2026-05-14T23:55:45","modified_gmt":"2026-05-14T23:55:45","slug":"%e6%80%9d%e7%a7%91%e5%8f%97%e7%9b%8a%e4%ba%8eai%e8%b6%85%e5%a4%a7%e8%a7%84%e6%a8%a1%e4%ba%91%e6%9c%8d%e5%8a%a1%e5%95%86%e9%9c%80%e6%b1%82%e6%bf%80%e5%a2%9e%e8%82%a1%e4%bb%b7%e9%a3%99%e5%8d%87%ef%bc%8c","status":"publish","type":"post","link":"https:\/\/www.vtmarketsmy.com\/cn\/live-updates\/%e6%80%9d%e7%a7%91%e5%8f%97%e7%9b%8a%e4%ba%8eai%e8%b6%85%e5%a4%a7%e8%a7%84%e6%a8%a1%e4%ba%91%e6%9c%8d%e5%8a%a1%e5%95%86%e9%9c%80%e6%b1%82%e6%bf%80%e5%a2%9e%e8%82%a1%e4%bb%b7%e9%a3%99%e5%8d%87%ef%bc%8c\/","title":{"rendered":"\u601d\u79d1\u53d7\u76ca\u4e8eAI\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u9700\u6c42\u6fc0\u589e\u80a1\u4ef7\u98d9\u5347\uff0c\u91cd\u73b0\u4e92\u8054\u7f51\u6ce1\u6cab\u56de\u58f0\uff0c\u671f\u6743\u4ea4\u6613\u5458\u770b\u597d\u4e0a\u884c\u7a7a\u95f4"},"content":{"rendered":"<p>\u601d\u79d1\u7cfb\u7edf\uff08Cisco Systems\uff0cCSCO\uff09\u5468\u56db\u4e0a\u6da8\u8d85\u8fc715%\uff0c\u539f\u56e0\u662f\u516c\u53f8\u5728\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u7535\u8bdd\u4f1a\u8bae\u4e2d\u63d0\u5230\uff0c\u6765\u81eaAI\uff08\u4eba\u5de5\u667a\u80fd\uff09\u201c\u8d85\u5927\u89c4\u6a21\u4e91\u5382\u5546\u201d\uff08hyperscalers\uff0c\u6307\u4e9a\u9a6c\u900aAWS\u3001\u5fae\u8f6fAzure\u3001\u8c37\u6b4c\u7b49\u8d85\u5927\u578b\u4e91\u8ba1\u7b97\u4e0e\u6570\u636e\u4e2d\u5fc3\u8fd0\u8425\u5546\uff09\u7684\u9700\u6c42\u66f4\u5f3a\u3002\u516c\u53f8\u8868\u793a\uff0c\u76ee\u524d\u9884\u8ba1\u57282026\u8d22\u5e74\uff08FY \u201926\uff09\uff0c\u6765\u81ea\u8fd9\u4e9b\u4e91\u5382\u5546\u7684AI\u57fa\u7840\u8bbe\u65bd\u8ba2\u5355\u7ea690\u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u601d\u79d1\u9884\u6d4b\u7b2c\u56db\u5b63\u8425\u6536\u4e3a168\u4ebf\u7f8e\u5143\uff0c\u6bd4\u5e02\u573a\u4e00\u81f4\u9884\u671f\u9ad8\u51fa10\u4ebf\u7f8e\u5143\uff1b\u540c\u65f6\u7ed9\u51fa\u8c03\u6574\u540e\u6bcf\u80a1\u76c8\u5229\uff08adjusted EPS\uff0c\u5373\u5254\u9664\u4e00\u6b21\u6027\u9879\u76ee\u540e\u7684\u6bcf\u80a1\u76c8\u5229\uff0c\u66f4\u4fbf\u4e8e\u6bd4\u8f83\u4e3b\u8425\u8868\u73b0\uff091.17\u7f8e\u5143\uff0c\u6bd4\u4e00\u81f4\u9884\u671f\u9ad80.10\u7f8e\u5143\u3002<\/p>\n<p>1999\u5e74\uff0c\u601d\u79d1\u80a1\u4ef7\u6da8\u8d85\u8fc7126%\uff0c\u800c\u7eb3\u65af\u8fbe\u514b100\u6307\u6570\uff08NASDAQ 100\uff0c\u4ee5\u5927\u578b\u79d1\u6280\u80a1\u4e3a\u4e3b\u7684\u6307\u6570\uff09\u4e0a\u6da8102%\u3002\u4ece2000\u5e743\u6708\u8d77\uff0c\u601d\u79d1\u5728\u63a5\u4e0b\u676518\u4e2a\u6708\u5185\u4e0b\u8dcc\u7ea690%\uff1b\u76f4\u5230\u4e0a\u4e2a\u6708\uff0c\u624d\u5728\u201c\u6708\u7ebf\u6536\u76d8\u4ef7\u201d\uff08\u4ee5\u6bcf\u4e2a\u6708\u6700\u540e\u4e00\u4e2a\u4ea4\u6613\u65e5\u6536\u76d8\u4ef7\u4e3a\u51c6\uff09\u610f\u4e49\u4e0a\uff0c\u91cd\u65b0\u7ad9\u4e0a2000\u5e743\u6708\u9ad8\u70b982\u7f8e\u5143\u3002<\/p>\n<p>\u82f1\u7279\u5c14\uff08Intel\uff0cINTC\uff09\u540c\u6837\u5c5e\u4e8e\u4e92\u8054\u7f51\u6ce1\u6cab\uff08DotCom era\uff0c\u63071990\u5e74\u4ee3\u672b\u79d1\u6280\u80a1\u6ce1\u6cab\uff09\u65f6\u671f\u7684\u4ee3\u8868\u80a1\uff0c\u8fc7\u53bb\u4e00\u5e74\u4e0a\u6da8438%\u3002\u6587\u7ae0\u5c06\u8fd9\u6ce2\u4e0a\u6da8\u4e0e2025\u5e74100\u4ebf\u7f8e\u5143\u7684\u8054\u90a6\u8d44\u91d1\u652f\u6301\uff0c\u4ee5\u53ca\u6570\u636e\u4e2d\u5fc3\u8ba1\u7b97\u9700\u6c42\uff08data centre compute\uff0c\u5373\u6570\u636e\u4e2d\u5fc3\u7528\u4e8e\u5904\u7406AI\u4e0e\u4e91\u670d\u52a1\u7684\u7b97\u529b\u9700\u6c42\uff09\u8054\u7cfb\u8d77\u6765\u3002<\/p>\n<p>\u601d\u79d1\u8fc7\u53bb\u4e00\u5e74\u4e0a\u6da8\u8d85\u8fc790%\u3002\u5e02\u573a\u5bf92027\u5e74\u7684\u4e00\u81f4\u9884\u671f\u8c03\u6574\u540eEPS\u4e3a4.68\u7f8e\u5143\uff0c\u610f\u5473\u7740\u4f30\u503c\u7ea625\u500d\u5e02\u76c8\u7387\uff08multiple\uff0c\u6307\u201c\u5e02\u76c8\u7387\u500d\u6570\u201d\uff0c\u7528\u80a1\u4ef7\u9664\u4ee5\u6bcf\u80a1\u76c8\u5229\u8861\u91cf\u8d35\u4e0d\u8d35\uff09\u3002<\/p>\n<p>\u6587\u4e2d\u63d0\u5230\u7684\u6280\u672f\u4f4d\uff08technical levels\uff0c\u6307\u7528\u56fe\u8868\u4e0e\u4ef7\u683c\u8d70\u52bf\u627e\u51fa\u7684\u5173\u952e\u4ef7\u4f4d\uff09\u5305\u62ec\uff1a129.08\u7f8e\u5143\uff08361.8%\uff09\u3001138.59\u7f8e\u5143\uff08423.6%\uff09\uff0c\u4ee5\u53ca\u5728113.70\u7f8e\u5143\u9644\u8fd1\u7684\u652f\u6491\u4f4d\uff08support\uff0c\u6307\u4ef7\u683c\u8dcc\u5230\u8be5\u533a\u57df\u66f4\u5bb9\u6613\u51fa\u73b0\u4e70\u76d8\u3001\u6b62\u8dcc\u7684\u4ef7\u4f4d\uff0c261.8%\uff09\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u601d\u79d1\u56e0AI\u8d85\u5927\u89c4\u6a21\u4e91\u5382\u5546\u9700\u6c42\u5f3a\u52b2\uff0c\u98d9\u6da8\u903e15%\uff1bFY26\u8ba2\u5355\u770b90\u4ebf\u7f8e\u5143\uff0cQ4\u6307\u5f15\u5927\u5e45\u8d85\u9884\u671f\u3002\u80a1\u4ef7\u91cd\u8fd4\u6ce1\u6cab\u9ad8\u4f4d\uff0c\u4f30\u503c\u7ea625\u500d\uff0c\u5173\u952e\u4f4d113.7\/129.1\/138.6\u3002<\/p>\n","protected":false},"author":12,"featured_media":0,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[129],"tags":[],"class_list":["post-46914","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/posts\/46914","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/comments?post=46914"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/posts\/46914\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/media?parent=46914"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/categories?post=46914"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/tags?post=46914"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}