{"id":6196,"date":"2026-06-04T17:25:15","date_gmt":"2026-06-04T17:25:15","guid":{"rendered":"https:\/\/comparetiger.com\/?p=6196"},"modified":"2026-06-04T17:25:22","modified_gmt":"2026-06-04T17:25:22","slug":"%f0%9f%9a%80-%e5%85%89%e9%80%9a%e8%a8%8a%e6%9d%bf%e5%a1%8a%e5%85%a8%e7%b7%9a%e6%9a%b4%e6%bc%b2%ef%bc%81ai%e7%ae%97%e5%8a%9b%e8%83%8c%e5%be%8c%e5%98%85%e7%9c%9f%e6%ad%a3%e8%b4%8f%e5%ae%b6%e4%bf%82","status":"publish","type":"post","link":"https:\/\/comparetiger.com\/?p=6196","title":{"rendered":"\ud83d\ude80 \u5149\u901a\u8a0a\u677f\u584a\u5168\u7dda\u66b4\u6f32\uff01AI\u7b97\u529b\u80cc\u5f8c\u5605\u771f\u6b63\u8d0f\u5bb6\u4fc2\u908a\u500b\uff1f\ud83d\udd25"},"content":{"rendered":"\n<p>Nvidia (\u82f1\u5049\u9054) \u9ede\u77f3\u6210\u91d1\uff0c\u5e36\u52d5\u6210\u500b\u300c\u5149\u901a\u8a0a\u300d\u7522\u696d\u93c8\u5927\u7206\u767c\uff01\u5230\u5e95\u4fc2\u7b97\u529b\u6551\u4e16\u4e3b\uff0c\u5b9a\u4fc2\u8de8\u6d77\u6536\u5272\uff1f\ud83e\udd14<\/p>\n\n\n\n<p>AI \u767c\u5c55\u4e00\u65e5\u5343\u91cc\uff0c\u7b97\u529b\u5927\u589e\u5c0d\u6578\u64da\u50b3\u8f38\u5605\u8981\u6c42\u6975\u9ad8\uff01\u7531 400G \u5347\u7d1a\u5230 800G \u751a\u81f3 1.6T\uff0c\u52a0\u4e0a CPO (\u5171\u5c01\u88dd\u5149\u5b78) \u5546\u696d\u5316\u6e96\u5099\u843d\u5730\uff0c\u7522\u80fd\u7dca\u5f35\u96a8\u6642\u5ef6\u7e8c\u5230 2028 \u5e74\uff01\u4eca\u65e5\u5e6b\u5927\u5bb6\u62c6\u89e3\u5149\u901a\u8a0a\u6295\u8cc7\u61f6\u4eba\u5305\uff0c\u4e00\u6587\u7747\u6e05\u4e2d\u7f8e\u53ca\u9999\u6e2f\u80a1\u5e02\u6a5f\u9047\uff01\ud83d\udcc8<\/p>\n\n\n\n<p><strong>\u7f8e\u80a1\u6838\u5fc3\u540d\u55ae\uff08\u5f9e\u4e0a\u6e38\u6676\u7247\u5230\u4e92\u806f\u8a2d\u5099\uff09\uff1a<\/strong><\/p>\n\n\n\n<p>\ud83d\udd39 <strong>\u535a\u901a (AVGO)<\/strong>\uff1a\u77fd\u5149\u53ca CPO \u9f8d\u982d\uff0c\u6280\u8853\u6838\u5fc3\u63a8\u624b\uff01<\/p>\n\n\n\n<p>\ud83d\udd39 <strong>Coherent (COHR) \/ Lumentum (LITE)<\/strong>\uff1a\u5149\u5668\u4ef6\/\u96f7\u5c04\u4e3b\u529b\uff0cAI datacenter \u901a\u8a0a\u589e\u9577\u5f37\u52c1\u3002<\/p>\n\n\n\n<p>\ud83d\udd39 <strong>\u61c9\u7528\u5149\u96fb (AAOI)<\/strong>\uff1a\u9ad8 Beta \u5f48\u6027\u4e4b\u9078\uff0c800G \/ 1.6T \u984c\u6750\u7092\u4f5c\u529b\u5f37\u3002<\/p>\n\n\n\n<p><strong>\u4e2d\u570b\u53ca\u9999\u6e2f\u80a1\u5e02\u7cbe\u9078\uff08\u5149\u7e96 + \u6a21\u7d44 + \u914d\u5957\uff09\uff1a<\/strong><\/p>\n\n\n\n<p>\ud83d\udd39 <strong>A\u80a1\u9f8d\u982d<\/strong>\uff1a\u4e2d\u969b\u65ed\u5275 (300308)\u3001\u65b0\u6613\u76db (300502) \u2014 \u5168\u7403\u5149\u6a21\u7d44\u4ee3\u8868\uff0c\u76f4\u63a5\u53d7\u60e0\u901f\u7387\u5347\u7d1a\u3002<\/p>\n\n\n\n<p>\ud83d\udd39 <strong>\u9999\u6e2f\u7126\u9ede<\/strong>\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9577\u98db\u5149\u7e96\u5149\u7e9c (6869)\uff1a\u5149\u7e96\u5149\u7e9c\u9f8d\u982d<\/li>\n\n\n\n<li>ASMPT (0522)\uff1a\u5c01\u88dd\u8a2d\u5099\uff0c\u53d7\u60e0 CPO \u8a2d\u5099\u9700\u6c42\u5e36\u52d5<\/li>\n\n\n\n<li>\u528d\u6a4b\u79d1\u6280 (6166)\uff1a\u9ad8\u901f\u5149\u6a21\u7d44 (\u6db5\u84cb 400G \u81f3 1.6T)<\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udcca <strong>\u5514\u60f3\u7169\uff1fETF \u8207\u914d\u7f6e\u7b56\u7565\u9ede\u6a23\u63c0\uff1f<\/strong><\/p>\n\n\n\n<p>\u5982\u679c\u4f60\u60f3\u5206\u6563\u6295\u8cc7\uff0c\u53ef\u4ee5\u7559\u610f\u7f8e\u80a1\u7d14\u5ea6\u8f03\u9ad8\u5605 FOTO\u3001EUV\uff0c\u6216\u8005\u9999\u6e2f\u5605 Global X AI ETF (3401)\u3002<\/p>\n\n\n\n<p>\ud83d\udca1 <strong>\u6295\u8cc7\u5efa\u8b70\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6fc0\u9032\u578b (\u5149\u6a21\u7d44\/\u6676\u7247\u4f54 >70%)<\/strong>\uff1a\u4e3b\u653b AAOI, LITE, \u528d\u6a4b\u79d1\u6280<\/li>\n\n\n\n<li><strong>\u5e73\u8861\u578b (\u591a\u5143\u696d\u52d9 + AI \u7f3a\u53e3)<\/strong>\uff1a\u914d\u7f6e COHR, AVGO\uff0c\u914d\u642d\u9577\u98db\u5149\u7e96\u5149\u7e9c<\/li>\n\n\n\n<li><strong>\u7a69\u5065\u578b (\u9f8d\u982d + \u4f30\u503c\u5408\u7406)<\/strong>\uff1a\u91cd\u5009 AVGO, 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[&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAowrrDCDA:productID":"","_gspb_post_css":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[1],"tags":[],"dealstore":[],"offerexpiration":[],"class_list":["post-6196","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/comparetiger.com\/index.php?rest_route=\/wp\/v2\/posts\/6196","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/comparetiger.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/comparetiger.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/comparetiger.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/comparetiger.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=6196"}],"version-history":[{"count":1,"href":"https:\/\/comparetiger.com\/index.php?rest_route=\/wp\/v2\/posts\/6196\/revisions"}],"predecessor-version":[{"id":6197,"href":"https:\/\/comparetiger.com\/index.php?rest_route=\/wp\/v2\/posts\/6196\/revisions\/6197"}],"wp:attachment":[{"href":"https:\/\/comparetiger.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=6196"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/comparetiger.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=6196"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/comparetiger.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=6196"},{"taxonomy":"dealstore","embeddable":true,"href":"https:\/\/comparetiger.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdealstore&post=6196"},{"taxonomy":"offerexpiration","embeddable":true,"href":"https:\/\/comparetiger.com\/index.php?rest_route=%2Fwp%2Fv2%2Fofferexpiration&post=6196"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}