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size-full\"><img decoding=\"async\" width=\"1948\" height=\"766\" src=\"https:\/\/www.infinox.com\/global\/wp-content\/uploads\/sites\/5\/2025\/03\/Currency-Strenght-4Mar25-5.png\" alt=\"\" class=\"wp-image-18948\" srcset=\"https:\/\/www.infinox.com\/global\/wp-content\/uploads\/sites\/5\/2025\/03\/Currency-Strenght-4Mar25-5.png 1948w, https:\/\/www.infinox.com\/global\/wp-content\/uploads\/sites\/5\/2025\/03\/Currency-Strenght-4Mar25-5-768x302.png 768w, https:\/\/www.infinox.com\/global\/wp-content\/uploads\/sites\/5\/2025\/03\/Currency-Strenght-4Mar25-5-1536x604.png 1536w, https:\/\/www.infinox.com\/global\/wp-content\/uploads\/sites\/5\/2025\/03\/Currency-Strenght-4Mar25-5-710x279.png 710w\" sizes=\"(max-width: 1948px) 100vw, 1948px\" \/><\/figure>\n\n\n\n<ul 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\u5e02\u5834\u52d5\u614b: NVIDIA \u80a1\u50f9\u66b4\u8dcc\u96a8\u8457 AI \u80a1\u7968\u4e0b\u6ed1\uff1aNVIDIA \u80a1\u50f9\u66b4\u8dcc 8.7%\uff0c\u626d\u8f49\u4e86\u9031\u4e94\u7684\u6f32\u5e45\uff0c\u6b64\u524d\u6709\u5831\u5c0e\u6307\u51fa\uff0c\u4e2d\u570b\u8cb7\u5bb6\u7e5e\u904e\u7f8e\u570b\u51fa\u53e3\u9650\u5236\u4f86\u8cfc\u8cb7\u5176 Blackwell \u6676\u7247\u3002\u535a\u901a (Broadcom) \u548c\u8d85\u5fae\u96fb\u8166 (Super Micro Computer) \u4e5f\u5927\u5e45\u4e0b\u8dcc\uff0c\u5c0d\u79d1\u6280\u677f\u584a\u9020\u6210\u58d3\u529b\u3002 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\u5e02\u5834\u52d5\u614b: NVIDIA \u80a1\u50f9\u66b4\u8dcc\u96a8\u8457 AI \u80a1\u7968\u4e0b\u6ed1\uff1aNVIDIA \u80a1\u50f9\u66b4\u8dcc 8.7%\uff0c\u626d\u8f49\u4e86\u9031\u4e94\u7684\u6f32\u5e45\uff0c\u6b64\u524d\u6709\u5831\u5c0e\u6307\u51fa\uff0c\u4e2d\u570b\u8cb7\u5bb6\u7e5e\u904e\u7f8e\u570b\u51fa\u53e3\u9650\u5236\u4f86\u8cfc\u8cb7\u5176 Blackwell \u6676\u7247\u3002\u535a\u901a (Broadcom) \u548c\u8d85\u5fae\u96fb\u8166 (Super Micro Computer) \u4e5f\u5927\u5e45\u4e0b\u8dcc\uff0c\u5c0d\u79d1\u6280\u677f\u584a\u9020\u6210\u58d3\u529b\u3002 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\u6295\u8cc7\u8005\u5c0d\u4ed6\u5011\u6700\u65b0\u7684\u4ea4\u4ed8\u5831\u544a\u53cd\u61c9\u8ca0\u9762\uff0c\u5f15\u767c\u5c0d\u4e2d\u570b\u96fb\u52d5\u6c7d\u8eca\u884c\u696d\u589e\u9577\u653e\u7de9\u7684\u64d4\u6182\u3002 \u5b89\u68ee\u7f8e\u6536\u8cfc\u50b3\u805e\u63a8\u52d5Allegro MicroSystems\u80a1\u50f9\u98c6\u5347\uff1a\u5728\u6709\u5831\u5c0e\u7a31\u5b89\u68ee\u7f8e\u6b63\u5728\u8003\u616e\u6536\u8cfc\u5f8c\uff0cAllegro MicroSystems\u7684\u80a1\u50f9\u98c6\u5347\u4e8614.9%\u3002\u5b89\u68ee\u7f8e\u5728\u6d88\u606f\u50b3\u51fa\u5f8c\u4e0b\u8dcc\u4e864.6%\u3002 SanDisk\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.infinox.com\/global\/zh_tw\/%e7%94%b1%e6%96%bc%e9%97%9c%e7%a8%85%e6%81%90%e6%87%bc%e9%9c%87%e5%8b%95%e5%b8%82%e5%a0%b4%ef%bc%8c%e8%8f%af%e7%88%be%e8%a1%97%e4%b8%8b%e8%b7%8c%ef%bc%8c%e9%81%93%e7%93%8a%e6%8c%87%e6%95%b8%e4%b8%8b\/\" \/>\n\t\t<meta property=\"article:published_time\" content=\"2025-03-04T11:31:30+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2025-03-04T11:31:34+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n\t\t<meta name=\"twitter:title\" content=\"\u7531\u65bc\u95dc\u7a05\u6050\u61fc\u9707\u52d5\u5e02\u5834\uff0c\u83ef\u723e\u8857\u4e0b\u8dcc\uff0c\u9053\u74ca\u6307\u6578\u4e0b\u8dcc\u8d85\u904e600\u9ede\u3002 - INFINOX\" \/>\n\t\t<meta name=\"twitter:description\" 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\u5e02\u5834\u52d5\u614b: NVIDIA \u80a1\u50f9\u66b4\u8dcc\u96a8\u8457 AI \u80a1\u7968\u4e0b\u6ed1\uff1aNVIDIA \u80a1\u50f9\u66b4\u8dcc 8.7%\uff0c\u626d\u8f49\u4e86\u9031\u4e94\u7684\u6f32\u5e45\uff0c\u6b64\u524d\u6709\u5831\u5c0e\u6307\u51fa\uff0c\u4e2d\u570b\u8cb7\u5bb6\u7e5e\u904e\u7f8e\u570b\u51fa\u53e3\u9650\u5236\u4f86\u8cfc\u8cb7\u5176 Blackwell \u6676\u7247\u3002\u535a\u901a (Broadcom) \u548c\u8d85\u5fae\u96fb\u8166 (Super Micro Computer) \u4e5f\u5927\u5e45\u4e0b\u8dcc\uff0c\u5c0d\u79d1\u6280\u677f\u584a\u9020\u6210\u58d3\u529b\u3002 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SanDisk","og:url":"https:\/\/www.infinox.com\/global\/zh_tw\/%e7%94%b1%e6%96%bc%e9%97%9c%e7%a8%85%e6%81%90%e6%87%bc%e9%9c%87%e5%8b%95%e5%b8%82%e5%a0%b4%ef%bc%8c%e8%8f%af%e7%88%be%e8%a1%97%e4%b8%8b%e8%b7%8c%ef%bc%8c%e9%81%93%e7%93%8a%e6%8c%87%e6%95%b8%e4%b8%8b\/","article:published_time":"2025-03-04T11:31:30+00:00","article:modified_time":"2025-03-04T11:31:34+00:00","twitter:card":"summary_large_image","twitter:title":"\u7531\u65bc\u95dc\u7a05\u6050\u61fc\u9707\u52d5\u5e02\u5834\uff0c\u83ef\u723e\u8857\u4e0b\u8dcc\uff0c\u9053\u74ca\u6307\u6578\u4e0b\u8dcc\u8d85\u904e600\u9ede\u3002 - INFINOX","twitter:description":"\u9031\u4e00\uff0c\u7531\u65bc\u6295\u8cc7\u8005\u5c0d\u7e3d\u7d71\u5510\u7d0d\u5fb7\u00b7\u5ddd\u666e\u78ba\u8a8d\u5c0d\u52a0\u62ff\u5927\u548c\u58a8\u897f\u54e5\u7684\u95dc\u7a05\u5c07\u751f\u6548\u505a\u51fa\u53cd\u61c9\uff0c\u7f8e\u570b\u80a1\u5e02\u66b4\u8dcc\uff0c\u518d\u6b21\u5f15\u767c\u5c0d\u8cbf\u6613\u7dca\u5f35\u5c40\u52e2\u7684\u64d4\u6182\u3002\u5e02\u5834\u5728\u958b\u76e4\u6642\u8868\u73fe\u7a4d\u6975\uff0c\u4f46\u5728\u4e0b\u5348\u6025\u5287\u9006\u8f49\uff0c\u56e0\u5ddd\u666e\u91cd\u7533\u4ed6\u7684\u7acb\u5834\uff0c\u4f7f\u6700\u5f8c\u4e00\u523b\u9054\u6210\u5354\u8b70\u7684\u5e0c\u671b\u7834\u6ec5\u3002\u79d1\u6280\u80a1\u906d\u5230\u5927\u91cf\u62cb\u552e\uff0c\u62d6\u7d2f\u7d0d\u65af\u9054\u514b\u4e0b\u8dcc\uff0c\u6a19\u666e500\u6307\u6578\u4e5f\u5275\u4e0b\u6578\u6708\u4f86\u6700\u5dee\u7684\u4e00\u5929\u3002\u75b2\u5f31\u7684\u88fd\u9020\u696d\u6578\u64da\u548c\u4e0a\u5347\u7684\u6295\u5165\u6210\u672c\u9032\u4e00\u6b65\u52a0\u5287\u4e86\u4e0d\u78ba\u5b9a\u6027\uff0c\u63a8\u4f4e\u4e86\u50b5\u5238\u6536\u76ca\u7387\uff0c\u56e0\u6295\u8cc7\u8005\u5c0b\u6c42\u5b89\u5168\u8cc7\u7522\u3002 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