{"id":46904,"date":"2026-05-07T03:04:13","date_gmt":"2026-05-07T03:04:13","guid":{"rendered":"https:\/\/www.vtmarkets.com\/uncategorized\/46904\/"},"modified":"2026-05-07T03:04:13","modified_gmt":"2026-05-07T03:04:13","slug":"amd-%e8%82%a1%e7%a5%a8%ef%bc%9aai-%e6%88%90%e9%95%b7%e9%9d%a2%e8%87%a8%e4%bc%b0%e5%80%bc%e8%80%83%e9%a9%97","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/zh-ca\/opinion\/46904\/","title":{"rendered":"AMD \u80a1\u7968\uff1aAI \u6210\u9577\u9762\u81e8\u4f30\u503c\u8003\u9a57"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/zh-ca\/wp-content\/uploads\/sites\/32\/2026\/05\/image-1024x573.webp\" alt=\"\" class=\"wp-image-49684\"\/><\/figure>\n\n\n\n<p><strong>\u91cd\u9ede\u6574\u7406<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AMD\uff08\u8d85\u5fae\uff09\u80a1\u50f9\u5728 2026 \u5e74\u7b2c 1 \u5b63\uff08Q1\uff09\u8ca1\u5831\u512a\u65bc\u9810\u671f\u3001\u4ee5\u53ca\u7b2c 2 \u5b63\uff08Q2\uff09\u5c55\u671b\u504f\u6a02\u89c0\u5f8c\uff0c\u518d\u5ea6\u8f49\u5f37\u3002<\/li>\n\n\n\n<li>\u8cc7\u6599\u4e2d\u5fc3\u6536\u5165\u6210\u70ba\u4e3b\u8981\u6210\u9577\u52d5\u529b\uff0c\u80cc\u5f8c\u4f86\u81ea EPYC\uff08\u4f3a\u670d\u5668\u7528\u4e2d\u592e\u8655\u7406\u5668\uff0fCPU\uff09\u8207 Instinct\uff08\u7528\u65bc AI \u8a08\u7b97\u7684\u5716\u5f62\u8655\u7406\u5668\uff0fGPU\uff09\u9700\u6c42\u3002<\/li>\n\n\n\n<li>\u8207 OpenAI\u3001Meta \u7684 AI \u5408\u4f5c\uff0c\u5f37\u5316 AMD \u4f5c\u70ba AI \u57fa\u790e\u5efa\u8a2d\u4f9b\u61c9\u5546\u7684\u53ef\u4fe1\u5ea6\uff08\u57fa\u790e\u5efa\u8a2d\u6307\u8cc7\u6599\u4e2d\u5fc3\u7684\u4f3a\u670d\u5668\u3001\u6676\u7247\u3001\u6a5f\u6ac3\u7cfb\u7d71\u8207\u8edf\u9ad4\uff09\u3002<\/li>\n\n\n\n<li>\u4e0b\u4e00\u95dc\u662f\u4f30\u503c\uff08\u80a1\u50f9\u662f\u5426\u592a\u8cb4\uff09\u3001\u6bdb\u5229\u7387\uff08\u8ce3\u4e00\u55ae\u80fd\u8cfa\u591a\u5c11\uff09\u3001\u4ee5\u53ca\u662f\u5426\u80fd\u6301\u7e8c\u7e2e\u5c0f\u8207 NVIDIA\uff08\u8f1d\u9054\uff09\u7684\u5dee\u8ddd\u3002<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">AMD \u80a1\u50f9\u8d70\u9ad8\uff1aAI \u9700\u6c42\u958b\u59cb\u53cd\u6620\u5728\u6578\u5b57\u4e0a<\/h2>\n\n\n\n<p>AMD \u5df2\u7d93\u5148\u505a\u5230\u5e02\u5834\u671f\u5f85\u7684\u5e7e\u4ef6\u4e8b\uff1a\u8ca1\u5831\u512a\u65bc\u9810\u671f\u3001\u8cc7\u6599\u4e2d\u5fc3\u52a0\u901f\u6210\u9577\u3001\u62ff\u4e0b OpenAI \u8207 Meta \u5408\u4f5c\u3002\u9019\u4e9b\u662f\u591a\u982d\u5169\u5e74\u524d\u5c31\u60f3\u770b\u5230\u7684\u8a0a\u865f\uff0c\u5982\u4eca AMD \u4ea4\u51fa\u6210\u7e3e\uff0c\u80a1\u50f9\u4e5f\u56e0\u6b64\u4e0a\u6f32\u3002<\/p>\n\n\n\n<p>\u63a5\u4e0b\u4f86\u66f4\u96e3\u3001\u4e5f\u66f4\u4e0d\u5438\u5f15\u4eba\u7684\u90e8\u5206\u624d\u958b\u59cb\u3002AMD \u5fc5\u9808\u8b49\u660e\uff1aAI \u5e36\u4f86\u7684\u6536\u5165\u4e5f\u80fd\u5e36\u52d5\u6bdb\u5229\u7387\uff08\u6bdb\u5229\u7387\uff1d\u6263\u6389\u76f4\u63a5\u6210\u672c\u5f8c\u7684\u7372\u5229\u6bd4\u4f8b\uff09\uff1b\u5927\u578b\u5408\u4f5c\u4e0d\u53ea\u662f\u65b0\u805e\uff0c\u800c\u80fd\u8b8a\u6210\u6301\u7e8c\u4e0b\u55ae\uff1b\u4ee5\u53ca\u8cc7\u6599\u4e2d\u5fc3\u696d\u52d9\u5e74\u589e 57% \u4e4b\u5f8c\uff0c\u80fd\u5426\u5ef6\u7e8c\u6210\u9577\uff0c\u540c\u6642\u4e0d\u628a\u76ee\u524d\u5e02\u5834\u7d66\u7684\u300c\u8f03\u9ad8\u4f30\u503c\u300d\u5410\u56de\u53bb\u3002\u9019\u4e9b\u90fd\u6c92\u6709\u4fdd\u8b49\uff0c\u800c\u4e14\u591a\u534a\u8981\u518d\u7b49\u7d04\u4e00\u5e74\u624d\u770b\u5f97\u66f4\u6e05\u695a\u3002<\/p>\n\n\n\n<p>AMD \u80a1\u50f9\u76ee\u524d\u5c31\u5728\u9019\u6bb5\u300c\u671f\u5f85\u8207\u9a57\u8b49\u300d\u7684\u7a7a\u6a94\u4e2d\u6ce2\u52d5\uff0c\u5be6\u969b\u72c0\u6cc1\u6bd4\u6f32\u52e2\u770b\u8d77\u4f86\u66f4\u503c\u5f97\u89c0\u5bdf\u3002<\/p>\n\n\n\n<p>AMD \u516c\u5e03 2026 \u5e74 Q1 \u71df\u6536 <strong>103 \u5104\u7f8e\u5143<\/strong>\uff0c\u5e74\u589e <strong>38%<\/strong>\uff1b\u975e GAAP\uff08\u975e\u4e00\u822c\u6703\u8a08\u6e96\u5247\uff0c\u610f\u601d\u662f\u516c\u53f8\u7528\u8f03\u80fd\u53cd\u6620\u672c\u696d\u7684\u65b9\u5f0f\u8abf\u6574\u6578\u5b57\uff0c\u6392\u9664\u4e00\u6b21\u6027\u9805\u76ee\uff09\u6bcf\u80a1\u76c8\u9918\uff08EPS\uff0c\u6bcf\u4e00\u80a1\u5206\u5230\u7684\u7372\u5229\uff09\u70ba <strong>1.37 \u7f8e\u5143<\/strong>\u3002\u8cc7\u6599\u4e2d\u5fc3\u71df\u6536\u9054 <strong>58 \u5104\u7f8e\u5143<\/strong>\uff0c\u5e74\u589e <strong>57%<\/strong>\uff0c\u4e3b\u8981\u4f86\u81ea EPYC \u4f3a\u670d\u5668 CPU \u7684\u5f37\u52c1\u9700\u6c42\uff0c\u4ee5\u53ca Instinct GPU \u51fa\u8ca8\u6301\u7e8c\u6210\u9577\uff08\u51fa\u8ca8\uff1d\u5be6\u969b\u4ea4\u4ed8\u7d66\u5ba2\u6236\uff09\u3002<\/p>\n\n\n\n<p>\u9019\u4e4b\u6240\u4ee5\u5f71\u97ff AMD \u80a1\u50f9\uff0c\u662f\u56e0\u70ba\u6210\u9577\u5f15\u64ce\u5df2\u8b8a\u4e86\u3002AMD \u4e0d\u518d\u53ea\u662f\u300cPC \u5e02\u5834\u56de\u5347\u300d\u6216\u300c\u666f\u6c23\u5faa\u74b0\u578b\u534a\u5c0e\u9ad4\u300d\uff08\u666f\u6c23\u597d\u58de\u6703\u8b93\u9700\u6c42\u5927\u8d77\u5927\u843d\uff09\u7684\u984c\u6750\u3002\u5e02\u5834\u958b\u59cb\u7528\u300c\u8cc7\u6599\u4e2d\u5fc3\uff0bAI \u57fa\u790e\u5efa\u8a2d\u516c\u53f8\u300d\u4f86\u8a55\u50f9\u5b83\uff0c\u6a5f\u6703\u66f4\u5927\u3001\u58d3\u529b\u4e5f\u66f4\u5927\u3002<\/p>\n\n\n\n<p>\u516c\u53f8\u540c\u6642\u9810\u4f30 Q2 \u71df\u6536\u7d04 <strong>112 \u5104\u7f8e\u5143<\/strong>\uff0c\u4e0a\u4e0b\u6d6e\u52d5 <strong>3 \u5104\u7f8e\u5143<\/strong>\uff1b\u800c\u8def\u900f\u793e\u6307\u51fa\u5206\u6790\u5e2b\u539f\u5148\u9810\u671f\u7d04 <strong>105.2 \u5104\u7f8e\u5143<\/strong>\u3002AMD \u4e5f\u9810\u671f\u8abf\u6574\u5f8c\u6bdb\u5229\u7387\u7d04 <strong>56%<\/strong>\uff0c\u9ad8\u65bc\u5206\u6790\u5e2b\u9810\u671f\u7684 <strong>55.4%<\/strong>\u3002<\/p>\n\n\n\n<!-- TradingView Widget BEGIN -->\n<div class=\"tradingview-widget-container\" style=\"height:100%;width:100%\">\n  <div class=\"tradingview-widget-container__widget\" style=\"height:calc(100% - 32px);width:100%\"><\/div>\n  <div class=\"tradingview-widget-copyright\"><a href=\"https:\/\/www.tradingview.com\/symbols\/NASDAQ-AMD\/\" rel=\"noopener nofollow\" target=\"_blank\"><span class=\"blue-text\">AMD stock chart<\/span><\/a><span class=\"trademark\"> On VT, by TradingView<\/span><\/div>\n  <script type=\"text\/javascript\" src=\"https:\/\/s3.tradingview.com\/external-embedding\/embed-widget-advanced-chart.js\" async>\n  {\n  \"allow_symbol_change\": true,\n  \"calendar\": false,\n  \"details\": false,\n  \"hide_side_toolbar\": true,\n  \"hide_top_toolbar\": false,\n  \"hide_legend\": false,\n  \"hide_volume\": false,\n  \"hotlist\": false,\n  \"interval\": \"D\",\n  \"locale\": \"en\",\n  \"save_image\": true,\n  \"style\": \"1\",\n  \"symbol\": \"NASDAQ:AMD\",\n  \"theme\": \"dark\",\n  \"timezone\": \"Etc\/UTC\",\n  \"backgroundColor\": \"#0F0F0F\",\n  \"gridColor\": \"rgba(242, 242, 242, 0.06)\",\n  \"watchlist\": [],\n  \"withdateranges\": false,\n  \"compareSymbols\": [],\n  \"studies\": [],\n  \"autosize\": true\n}\n  <\/script>\n<\/div>\n<!-- TradingView Widget END -->\n\n\n\n<p>\u9019\u500b\u7d44\u5408\u8b93\u80a1\u50f9\u77ed\u671f\u6545\u4e8b\u5f88\u5f37\uff1a\u71df\u6536\u6253\u6557\u9810\u671f\u3001\u5c55\u671b\u4e0a\u4fee\u3001AI \u9700\u6c42\u958b\u59cb\u5728\u640d\u76ca\u8868\uff08\u516c\u53f8\u6536\u5165\u8207\u6210\u672c\u7684\u6210\u7e3e\u55ae\uff09\u4e2d\u5177\u9ad4\u51fa\u73fe\u3002\u66f4\u96e3\u7684\u554f\u984c\u662f\uff1a\u80a1\u50f9\u662f\u5426\u5df2\u7d93\u63d0\u524d\u53cd\u6620\u592a\u591a\u9032\u5c55\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AI\u300c\u8ffd\u8d95\u4ea4\u6613\u300d\u66f4\u660e\u986f<\/h2>\n\n\n\n<p>AMD \u66f4\u9069\u5408\u88ab\u8996\u70ba AI \u7684\u300c\u8ffd\u8d95\u4ea4\u6613\u300d\uff08catch-up trade\uff1a\u76f8\u5c0d\u9818\u5148\u8005\u843d\u5f8c\u3001\u4f46\u53ef\u80fd\u8ffd\u4e0a\u90e8\u5206\u5dee\u8ddd\u7684\u6295\u8cc7\u60f3\u6cd5\uff09\uff0c\u800c\u4e0d\u662f\u76f4\u63a5\u53d6\u4ee3 <a href=\"https:\/\/www.vtmarkets.com\/opinion\/nvidia-earnings-report-what-it-reveals-about-the-ai-trade\/?utmsource=Opinion\" target=\"_blank\" rel=\"noreferrer noopener\">NVIDIA<\/a> \u7684\u6545\u4e8b\u3002<\/p>\n\n\n\n<p>NVIDIA \u4ecd\u4e3b\u5c0e AI \u52a0\u901f\u5668\u5e02\u5834\uff08\u52a0\u901f\u5668\uff1d\u5c08\u9580\u7528\u4f86\u52a0\u5feb AI \u8a13\u7df4\u8207\u904b\u7b97\u7684\u6676\u7247\uff0c\u591a\u70ba GPU\uff09\uff0cAMD \u5c1a\u672a\u62b9\u5e73\u5dee\u8ddd\u3002\u4f46 AMD \u4e0d\u5fc5\u5168\u9762\u6253\u6557 NVIDIA\uff0c\u80a1\u50f9\u4e5f\u80fd\u6709\u8868\u73fe\uff1b\u5b83\u53ea\u8981\u5728\u6301\u7e8c\u6210\u9577\u7684\u5e02\u5834\u4e2d\u62ff\u5230\u8db3\u5920\u5e02\u5360\uff08\u5e02\u5360\uff1d\u5e02\u5834\u4efd\u984d\uff09\u5373\u53ef\uff0c\u5c24\u5176\u662f\u5927\u578b\u96f2\u7aef\u696d\u8005\uff08hyperscalers\uff1a\u4f8b\u5982\u63d0\u4f9b\u5927\u578b\u96f2\u7aef\u670d\u52d9\u7684\u516c\u53f8\uff09\u5e0c\u671b\u589e\u52a0\u4f9b\u61c9\u5546\u9078\u64c7\u3001\u53d6\u5f97\u66f4\u597d\u8b70\u50f9\uff08\u66f4\u5bb9\u6613\u8ac7\u5230\u597d\u50f9\u683c\uff09\u3001\u4e26\u964d\u4f4e\u904e\u5ea6\u4f9d\u8cf4\u55ae\u4e00\u4f9b\u61c9\u5546\u7684\u98a8\u96aa\u3002<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">&quot;We&#39;ve never seen anything like this in the investment world,&quot; Carlyle Group co-founder <a href=\"https:\/\/twitter.com\/DM_Rubenstein?ref_src=twsrc%5Etfw\">@DM_Rubenstein<\/a> says, adding: \u201cI suspect AI will change the world.\u201d <a href=\"https:\/\/t.co\/KKaVj40uy1\">pic.twitter.com\/KKaVj40uy1<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/twitter.com\/YahooFinance\/status\/2051683756558139752?ref_src=twsrc%5Etfw\">May 5, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\u9019\u4e5f\u662f AMD \u8cc7\u6599\u4e2d\u5fc3\u8868\u73fe\u91cd\u8981\u7684\u539f\u56e0\u3002Q1 \u7684\u6210\u9577\u4e0d\u53ea\u96c6\u4e2d\u5728\u55ae\u4e00\u54c1\u9805\uff1a\u8cc7\u6599\u4e2d\u5fc3\u53d7\u60e0\u65bc EPYC \u4f3a\u670d\u5668 CPU \u8207 Instinct GPU \u653e\u91cf\uff08ramp\uff1a\u7522\u91cf\u8207\u51fa\u8ca8\u5feb\u901f\u62c9\u5347\uff09\uff1b\u540c\u6642\uff0c\u5ba2\u6236\u7aef\u8207\u904a\u6232\u696d\u52d9\u71df\u6536\u4e5f\u5e74\u589e <strong>23%<\/strong> \u81f3 <strong>36 \u5104\u7f8e\u5143<\/strong>\u3002\u5d4c\u5165\u5f0f\uff08embedded\uff1a\u653e\u9032\u5404\u985e\u8a2d\u5099\u6216\u5de5\u696d\u7cfb\u7d71\u4e2d\u7684\u6676\u7247\u8207\u89e3\u6c7a\u65b9\u6848\uff09\u71df\u6536\u4e5f\u5e74\u589e <strong>6%<\/strong> \u81f3 <strong>8.73 \u5104\u7f8e\u5143<\/strong>\u3002<\/p>\n\n\n\n<p>\u9019\u4ee3\u8868 AMD \u4e0d\u53ea\u662f\u300c\u55ae\u4e00 AI \u6676\u7247\u300d\u984c\u6750\u3002CPU\u3001GPU\u3001\u6a5f\u6ac3\u7b49\u7d1a\u7cfb\u7d71\uff08rack-scale\uff1a\u4ee5\u6574\u500b\u6a5f\u6ac3\/\u4f3a\u670d\u5668\u7fa4\u70ba\u55ae\u4f4d\u7684\u7d44\u5408\u5f0f\u7cfb\u7d71\uff09\u8207\u8edf\u9ad4\u652f\u63f4\uff0c\u90fd\u6703\u63a8\u52d5\u4e0b\u4e00\u968e\u6bb5\u7684 <a href=\"https:\/\/www.vtmarkets.com\/opinion\/how-ai-is-reshaping-the-tech-stocks\/?utmsource=Opinion\" target=\"_blank\" rel=\"noreferrer noopener\">AI \u57fa\u790e\u5efa\u8a2d<\/a>\u3002AI \u8a13\u7df4\uff08training\uff1a\u7528\u5927\u91cf\u8cc7\u6599\u628a\u6a21\u578b\u300c\u6559\u597d\u300d\uff09\u4f9d\u7136\u91cd\u8981\uff0c\u4f46\u63a8\u8ad6\uff08inference\uff1a\u6a21\u578b\u4e0a\u7dda\u5f8c\u7528\u4f86\u56de\u7b54\u554f\u984c\u3001\u505a\u5224\u65b7\u7684\u904b\u7b97\uff09\u8207\u4f01\u696d\u7aef\u5de5\u4f5c\u8ca0\u8f09\uff08workloads\uff1a\u4f01\u696d\u5be6\u969b\u8dd1\u5728\u4f3a\u670d\u5668\u4e0a\u7684\u4efb\u52d9\uff09\u53ef\u80fd\u628a\u5e02\u5834\u64f4\u5927\u5230\u4e0d\u53ea\u96f2\u7aef\u5de8\u982d\u3002<\/p>\n\n\n\n<p>\u5c0d\u4ea4\u6613\u8005\u800c\u8a00\uff0c\u9019\u8b93 AMD \u4e0d\u53ea\u662f\u77ed\u7dda\u8ffd\u50f9\u3002\u91cd\u9ede\u5728\u65bc AMD \u80fd\u5426\u628a AI \u53ef\u4fe1\u5ea6\u8b8a\u6210\u53ef\u6301\u7e8c\u7684\u6536\u5165\u6210\u9577\u3001\u8f03\u597d\u7684\u6bdb\u5229\u7387\uff0c\u4ee5\u53ca\u8f03\u9ad8\u7684\u4f30\u503c\u500d\u6578\uff08multiple\uff1a\u5e02\u5834\u9858\u610f\u7d66\u7684\u672c\u76ca\u6bd4\u7b49\u8a55\u50f9\uff09\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">OpenAI \u8207 Meta \u8b93 AMD \u7684 AI \u6545\u4e8b\u66f4\u5927<\/h2>\n\n\n\n<p>AMD \u8207 OpenAI\u3001Meta \u7684\u7b56\u7565\u5408\u4f5c\uff0c\u8b93\u5b83\u7684 AI \u6545\u4e8b\u66f4\u6709\u8aaa\u670d\u529b\u3002<\/p>\n\n\n\n<p>2025 \u5e74 10 \u6708\uff0cAMD \u8207 OpenAI \u5ba3\u5e03 <strong>6GW\uff08\u5409\u74e6\uff09\u5354\u8b70<\/strong>\uff0c\u7528\u591a\u500b\u4e16\u4ee3\u7684 AMD Instinct GPU \u4f86\u652f\u6490\u4e0b\u4e00\u4ee3 AI \u57fa\u790e\u5efa\u8a2d\u3002\u9996\u6279 <strong>1GW \u90e8\u7f72<\/strong>\uff08deployment\uff1a\u5be6\u969b\u5efa\u7f6e\u8207\u4e0a\u7dda\uff09\u5c07\u4f7f\u7528 AMD Instinct MI450 GPU\uff0c\u9810\u8a08\u65bc 2026 \u5e74\u4e0b\u534a\u5e74\u958b\u59cb\u3002<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">WATCH: AMD shares surged after the company unveiled a $100 billion annual data-center revenue target and announced plans to expand its presence in the AI market, buoyed by deals with OpenAI and Oracle <a href=\"https:\/\/t.co\/uo8oyNvFBM\">https:\/\/t.co\/uo8oyNvFBM<\/a> <a href=\"https:\/\/t.co\/cSBsU4E5dC\">pic.twitter.com\/cSBsU4E5dC<\/a><\/p>&mdash; Reuters (@Reuters) <a href=\"https:\/\/twitter.com\/Reuters\/status\/1988792682840486168?ref_src=twsrc%5Etfw\">November 13, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Meta \u4e5f\u5728 2026 \u5e74 2 \u6708\u64f4\u5927\u8207 AMD \u7684\u5408\u4f5c\u3002AMD \u8868\u793a\uff0c\u9996\u6279 1GW \u90e8\u7f72\u7684\u51fa\u8ca8\u9810\u8a08\u65bc 2026 \u5e74\u4e0b\u534a\u5e74\u958b\u59cb\uff0c\u65b9\u6848\u5305\u542b\u5ba2\u88fd\u5316\u7684 Instinct MI450 \u67b6\u69cb GPU\u3001\u7b2c 6 \u4ee3 EPYC CPU\u3001ROCm \u8edf\u9ad4\uff08AMD \u7684\u904b\u7b97\u8207 AI \u8edf\u9ad4\u5e73\u53f0\uff0c\u7528\u4f86\u8b93\u958b\u767c\u8005\u66f4\u597d\u5730\u4f7f\u7528 GPU \u505a AI \u8a08\u7b97\uff09\uff0c\u4ee5\u53ca Helios \u6a5f\u6ac3\u7b49\u7d1a\u67b6\u69cb\uff08\u7528\u6574\u6ac3\u4f3a\u670d\u5668\u7684\u65b9\u5f0f\u64f4\u5145\u7b97\u529b\uff09\u3002<\/p>\n\n\n\n<p>\u9019\u4e9b\u5408\u4f5c\u7684\u91cd\u8981\u6027\u5728\u65bc\uff1a\u5b83\u5011\u63d0\u4f9b\u300c\u5927\u578b AI \u5ba2\u6236\u9858\u610f\u5927\u898f\u6a21\u63a1\u7528 AMD\u300d\u7684\u8b49\u64da\u3002\u9019\u4e0d\u6703\u6d88\u9664 NVIDIA \u7684\u9818\u5148\uff0c\u4f46\u80fd\u78ba\u8a8d AMD \u662f AI \u5e02\u5834\u4e2d\u53ef\u884c\u7684\u7b2c\u4e8c\u5927\u4f9b\u61c9\u5546\uff1b\u800c\u9019\u500b\u5e02\u5834\u9700\u8981\u66f4\u591a\u7b97\u529b\uff08compute\uff1a\u7528\u4f86\u8dd1 AI \u7684\u904b\u7b97\u80fd\u529b\uff09\u3001\u66f4\u591a\u4f9b\u7d66\u80fd\u529b\uff0c\u4ee5\u53ca\u66f4\u5f37\u7684\u8ac7\u5224\u7c4c\u78bc\u3002<\/p>\n\n\n\n<p><a href=\"https:\/\/www.vtmarkets.com\/opinion\/openais-1-trillion-ipo\/?utmsource=Opinion\" target=\"_blank\" rel=\"noreferrer noopener\">OpenAI \u8207 Meta \u7684\u5354\u8b70<\/a>\u4e5f\u8b93 AMD \u7684\u6210\u9577\u8def\u5f91\u66f4\u9577\u3002\u5982\u679c\u90e8\u7f72\u63a8\u9032\u9806\u5229\uff0c\u6295\u8cc7\u4eba\u53ef\u80fd\u66f4\u9858\u610f\u7528\u672a\u4f86\u7684 AI \u57fa\u790e\u5efa\u8a2d\u9700\u6c42\u4f86\u8a55\u50f9 AMD\uff0c\u800c\u4e0d\u53ea\u76ef\u8457\u77ed\u671f\u55ae\u5b63\u7d50\u679c\u3002<\/p>\n\n\n\n<p>\u4f46\u57f7\u884c\u9580\u6abb\u5f88\u9ad8\u3002\u5927\u578b\u5408\u4f5c\u7684\u6a19\u984c\u5f88\u5438\u775b\uff0c\u5e02\u5834\u6700\u7d42\u6703\u7528\u51fa\u8ca8\u6642\u7a0b\u3001\u71df\u6536\u8ca2\u737b\u3001\u6bdb\u5229\u7387\u3001\u4ee5\u53ca\u5ba2\u6236\u662f\u5426\u64f4\u5927\u63a1\u7528\u4f86\u6aa2\u9a57\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u4f30\u503c\u624d\u662f\u66f4\u96e3\u7684\u90e8\u5206<\/h2>\n\n\n\n<p>AMD \u7684\u98a8\u96aa\u4e0d\u5728\u65bc AI \u984c\u6750\u6c92\u52d5\u80fd\uff0c\u800c\u5728\u65bc\u80a1\u50f9\u53ef\u80fd\u5df2\u7d93\u5148\u53cd\u6620\u4e86\u5927\u91cf\u672a\u4f86\u6210\u529f\u3002<\/p>\n\n\n\n<p>\u5728\u4e00\u6bb5\u5f37\u52e2\u4e0a\u6f32\u5f8c\uff0cAMD \u7684\u4ea4\u6613\u65b9\u5f0f\u66f4\u50cf\u9ad8\u6210\u9577\u7684 AI \u57fa\u790e\u5efa\u8a2d\u9f8d\u982d\uff0c\u800c\u4e0d\u662f\u300c\u4fbf\u5b9c\u7684\u6311\u6230\u8005\u300d\u3002\u9019\u4f7f\u5f97\u5bb9\u932f\u8b8a\u5c0f\uff1a\u5f37\u52c1\u8ca1\u5831\u80fd\u652f\u6490\u4e0a\u6f32\uff0c\u4f46\u82e5 AI GPU \u63a1\u7528\uff08adoption\uff1a\u5ba2\u6236\u958b\u59cb\u5927\u91cf\u4f7f\u7528\uff09\u5ef6\u5f8c\u3001\u6bdb\u5229\u7387\u5c55\u671b\u8f49\u5f31\u3001\u6216\u8cc7\u6599\u4e2d\u5fc3\u6210\u9577\u653e\u7de9\uff0c\u80a1\u50f9\u56de\u6a94\u53ef\u80fd\u66f4\u6025\u3002<\/p>\n\n\n\n<p>\u56e0\u6b64\u4f30\u503c\u6aa2\u9a57\u8b8a\u5f97\u95dc\u9375\u3002\u6839\u64da <a href=\"https:\/\/www.amd.com\/en\/newsroom\/press-releases\/2026-5-5-amd-reports-first-quarter-2026-financial-results.html\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">AMD \u516c\u544a<\/a>\uff0cQ1 \u975e GAAP \u6bdb\u5229\u7387\u70ba 55%\uff0c\u9ad8\u65bc\u53bb\u5e74\u540c\u671f\u7684 <strong>54%<\/strong>\uff0c\u4f46\u4f4e\u65bc 2025 \u5e74 Q4 \u7684 <strong>57%<\/strong>\u3002\u975e GAAP \u71df\u696d\u8cbb\u7528\uff08\u71df\u696d\u8cbb\u7528\uff1d\u7814\u767c\u3001\u884c\u92b7\u3001\u7ba1\u7406\u7b49\u65e5\u5e38\u652f\u51fa\uff09\u5e74\u589e <strong>42%<\/strong> \u81f3 <strong>31 \u5104\u7f8e\u5143<\/strong>\uff1b\u975e GAAP \u71df\u696d\u5229\u76ca\uff08\u71df\u696d\u5229\u76ca\uff1d\u672c\u696d\u8cfa\u5230\u7684\u5229\u6f64\uff09\u5e74\u589e <strong>43%<\/strong> \u81f3 <strong>25 \u5104\u7f8e\u5143<\/strong>\u3002<\/p>\n\n\n\n<p>\u6bdb\u5229\u7387\u4e26\u4e0d\u5dee\uff0c\u4f46\u5149\u9760\u71df\u6536\u9ad8\u6210\u9577\u5df2\u4e0d\u5920\u3002\u6295\u8cc7\u4eba\u8981\u770b\u5230\uff1aAI \u6210\u9577\u80fd\u5e36\u52d5\u66f4\u9ad8\u7684\u7372\u5229\u80fd\u529b\uff0c\u7279\u5225\u662f\u516c\u53f8\u6b63\u5728\u52a0\u78bc\u7814\u767c\u3001\u8edf\u9ad4\u8207\u5927\u578b\u5ba2\u6236\u7684\u90e8\u7f72\u3002<\/p>\n\n\n\n<p>\u5982\u679c\u6bdb\u5229\u7387\u64f4\u5927\u3001\u8cc7\u6599\u4e2d\u5fc3\u71df\u6536\u6301\u7e8c\u52a0\u901f\uff0cAMD \u5c31\u80fd\u652f\u6490\u66f4\u9ad8\u4f30\u503c\uff1b\u82e5\u71df\u6536\u6210\u9577\u4f46\u6bdb\u5229\u7387\u8868\u73fe\u4e0d\u5982\u9810\u671f\uff0c\u5e02\u5834\u53ef\u80fd\u6703\u66f4\u6311\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AMD \u5c0d\u6bd4 NVIDIA\uff1a\u66f4\u5408\u7406\u7684\u770b\u6cd5<\/h2>\n\n\n\n<p>\u62ff AMD \u8207 <a href=\"https:\/\/www.vtmarkets.com\/tag\/nvidia\/?utmsource=Opinion\" target=\"_blank\" rel=\"noreferrer noopener\">NVIDIA<\/a> \u6bd4\u8f03\u4ecd\u6709\u610f\u7fa9\uff0c\u4f46\u524d\u63d0\u662f\u6bd4\u8f03\u65b9\u5f0f\u8981\u5c0d\u3002<\/p>\n\n\n\n<p>NVIDIA \u64c1\u6709\u66f4\u5f37\u7684 AI \u751f\u614b\u7cfb\uff08ecosystem\uff1a\u786c\u9ad4\u3001\u8edf\u9ad4\u3001\u5de5\u5177\u8207\u958b\u767c\u8005\u793e\u7fa4\u7684\u6574\u9ad4\u512a\u52e2\uff09\u3001\u66f4\u6df1\u7684\u8edf\u9ad4\u8b77\u57ce\u6cb3\uff0c\u4ee5\u53ca\u66f4\u5927\u7684\u65e2\u6709\u88dd\u6a5f\u91cf\uff08installed base\uff1a\u5ba2\u6236\u5df2\u7d93\u90e8\u7f72\u4e26\u5728\u7528\u7684\u6578\u91cf\uff09\u3002AMD \u4ecd\u5728\u5efa\u7acb\u4fe1\u7528\u3002\u4f46\u5927\u578b\u96f2\u7aef\u696d\u8005\u4e0d\u9700\u8981 AMD \u53d6\u4ee3 NVIDIA\uff1b\u4ed6\u5011\u9700\u8981\u7684\u662f\uff1aAMD \u6210\u70ba\u53ef\u5728\u898f\u6a21\u4e0a\u4f9b\u8ca8\u7684\u53ef\u9760\u7b2c\u4e8c\u4f86\u6e90\uff08second source\uff1a\u7b2c\u4e8c\u5bb6\u53ef\u66ff\u4ee3\u4f9b\u61c9\u5546\uff09\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/zh-ca\/wp-content\/uploads\/sites\/32\/2026\/05\/image-8-1024x881.jpg\" alt=\"\" class=\"wp-image-49683\"\/><\/figure>\n\n\n\n<p><em>\u4f86\u6e90\uff1a<a href=\"http:\/\/www.carbonfinance.io\">CarbonFi<\/a><a href=\"http:\/\/www.carbonfinance.io\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">n<\/a><a href=\"http:\/\/www.carbonfinance.io\">ance<\/a><\/em><\/p>\n\n\n\n<p>\u9019\u500b\u5dee\u7570\u6703\u6539\u8b8a\u6295\u8cc7\u908f\u8f2f\uff1a\u53ea\u8981\u6574\u9ad4\u9700\u6c42\u6301\u7e8c\u64f4\u5927\uff0cAMD \u5728\u5e02\u5360\u4e0a\u524d\u9032\uff0c\u80a1\u50f9\u5c31\u6709\u4e0a\u884c\u7a7a\u9593\uff1b\u4e0d\u5fc5\u62ff\u4e0b\u6574\u500b\u5e02\u5834\u624d\u6709\u50f9\u503c\u3002<\/p>\n\n\n\n<p>\u9019\u4e5f\u662f\u4f9b\u61c9\u5546\u591a\u5143\u5316\u7684\u91cd\u8981\u6027\u3002AI \u5ba2\u6236\u5728\u7b97\u529b\u9700\u6c42\u64f4\u5927\u6642\uff0c\u5e0c\u671b\u6709\u66f4\u591a\u9078\u64c7\u3002\u82e5 AMD \u80fd\u63d0\u4f9b\u6709\u7af6\u722d\u529b\u7684\u6548\u80fd\u3001\u66f4\u597d\u7684\u4f9b\u8ca8\uff08availability\uff1a\u80fd\u5426\u62ff\u5f97\u5230\u8ca8\uff09\u3001\u6216\u66f4\u597d\u7684\u6210\u672c\u6548\u7387\uff08\u540c\u6a23\u904b\u7b97\u91cf\u82b1\u66f4\u5c11\u9322\uff09\uff0c\u5c31\u7b97 NVIDIA \u4ecd\u662f\u7b2c\u4e00\uff0cAMD \u4e5f\u80fd\u62ff\u5230\u53ef\u89c0\u9700\u6c42\u3002<\/p>\n\n\n\n<p>\u95dc\u9375\u5728\u65bc\uff1aAMD \u80fd\u5426\u6301\u7e8c\u7e2e\u5c0f\u6548\u80fd\u5dee\u8ddd\u3001\u8b93\u8edf\u9ad4\u66f4\u6210\u719f\u3001\u4e26\u52a0\u5feb\u90e8\u7f72\u901f\u5ea6\u3002\u5408\u4f5c\u4ee4\u4eba\u671f\u5f85\u3001\u71df\u6536\u52a0\u901f\u4e5f\u4ee4\u4eba\u671f\u5f85\uff0c\u4f46\u6295\u8cc7\u4eba\u4ecd\u9700\u8981\u66f4\u591a\u8b49\u64da\uff0c\u78ba\u8a8d\u9019\u4e9b\u512a\u52e2\u80fd\u8f49\u6210\u9577\u671f\u3001\u7a69\u5b9a\u7684\u5e02\u5360\u63d0\u5347\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AMD \u80a1\u50f9\u4e0b\u4e00\u6b65\u7684\u53ef\u80fd\u63a8\u529b<\/h2>\n\n\n\n<p>AMD \u4e0b\u4e00\u6b65\u8d70\u52e2\u5927\u6982\u7387\u53d6\u6c7a\u65bc\u4e09\u4ef6\u4e8b\uff1a\u8cc7\u6599\u4e2d\u5fc3\u6210\u9577\u3001\u6bdb\u5229\u7387\u3001\u4ee5\u53ca AI \u51fa\u8ca8\u80fd\u898b\u5ea6\uff08visibility\uff1a\u5916\u754c\u80fd\u5426\u6e05\u695a\u8ffd\u8e64\u672a\u4f86\u6703\u8ce3\u591a\u5c11\uff09\u3002<\/p>\n\n\n\n<p>\u8cc7\u6599\u4e2d\u5fc3\u6210\u9577\u4ecd\u662f\u6700\u76f4\u63a5\u7684\u8a0a\u865f\u3002\u82e5 EPYC CPU \u8207 Instinct GPU \u6301\u7e8c\u5e36\u4f86\u5f37\u52c1\u71df\u6536\uff0c\u5373\u4f7f\u4f30\u503c\u504f\u9ad8\uff0c\u5e02\u5834\u4e5f\u53ef\u80fd\u7e7c\u7e8c\u7d66\u80a1\u50f9\u6ea2\u50f9\uff08premium\uff1a\u66f4\u9ad8\u7684\u8a55\u50f9\uff09\u3002<\/p>\n\n\n\n<p>\u7b2c\u4e8c\u500b\u6aa2\u9a57\u662f\u6bdb\u5229\u7387\u3002AMD \u5c0d Q2 \u6bdb\u5229\u7387\u7d04 <strong>56%<\/strong> 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