[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio209d82f2":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio209d82f2","美股ServiceNow (NOW) 翻倍的可能","\u002Fdoc\u002Fdcio209d82f2","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">ServiceNow (NOW) \u003Cspan style=\"font-family: DengXian;\">到\u003C\u002Fspan> 2027\u003Cspan style=\"font-family: DengXian;\">年\u003C\u002Fspan>1\u003Cspan style=\"font-family: DengXian;\">月从\u003C\u002Fspan>125\u003Cspan style=\"font-family: DengXian;\">美元涨到\u003C\u002Fspan>375\u003Cspan style=\"font-family: DengXian;\">美元（三倍）并非没有可能。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">记住，高盛（\u003C\u002Fspan>GS\u003Cspan style=\"font-family: DengXian;\">）预计未来\u003C\u002Fspan>5\u003Cspan style=\"font-family: DengXian;\">年\u003C\u002Fspan>AI Token\u003Cspan style=\"font-family: DengXian;\">使用量将增长\u003C\u002Fspan>2800%\u003Cspan style=\"font-family: DengXian;\">。如果这一预测成立，那么下面这\u003C\u002Fspan>24\u003Cspan style=\"font-family: DengXian;\">只股票未来仍然有机会实现\u003C\u002Fspan>10\u003Cspan style=\"font-family: DengXian;\">倍至\u003C\u002Fspan>20\u003Cspan style=\"font-family: DengXian;\">倍的上涨：\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">【算力\u003C\u002Fspan> \u002F GPU\u003Cspan style=\"font-family: DengXian;\">】\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">英伟达（\u003C\u002Fspan>NVDA\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">每一个\u003C\u002Fspan>Token\u003Cspan style=\"font-family: DengXian;\">最终都会经过\u003C\u002Fspan>GPU\u003Cspan style=\"font-family: DengXian;\">计算。\u003C\u002Fspan>Token\u003Cspan style=\"font-family: DengXian;\">数量增长\u003C\u002Fspan>24\u003Cspan style=\"font-family: DengXian;\">倍，芯片需求理论上也将同步增长\u003C\u002Fspan>24\u003Cspan style=\"font-family: DengXian;\">倍。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">超威半导体（\u003C\u002Fspan>AMD\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan> MI300X\u003Cspan style=\"font-family: DengXian;\">正在获得越来越多企业客户认可。随着云巨头分散供应链风险，\u003C\u002Fspan>AMD\u003Cspan style=\"font-family: DengXian;\">成为英伟达之外的重要\u003C\u002Fspan>GPU\u003Cspan style=\"font-family: DengXian;\">供应商。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">英特尔（\u003C\u002Fspan>INTC\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan> Gaudi AI\u003Cspan style=\"font-family: DengXian;\">加速器加上\u003C\u002Fspan>x86\u003Cspan style=\"font-family: DengXian;\">处理器，在边缘\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">和企业推理市场拥有增长机会。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">【网络设备】\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Arista Networks\u003Cspan style=\"font-family: DengXian;\">（\u003C\u002Fspan>ANET\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan> AI\u003Cspan style=\"font-family: DengXian;\">集群需要超低延迟交换机。\u003C\u002Fspan>Token\u003Cspan style=\"font-family: DengXian;\">增长\u003C\u002Fspan>24\u003Cspan style=\"font-family: DengXian;\">倍，意味着网络流量也将大幅增加。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">博通（\u003C\u002Fspan>AVGO\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">为超大规模云厂商定制\u003C\u002Fspan>AI ASIC\u003Cspan style=\"font-family: DengXian;\">芯片。\u003C\u002Fspan>Token\u003Cspan style=\"font-family: DengXian;\">数量增长将推动\u003C\u002Fspan>ASIC\u003Cspan style=\"font-family: DengXian;\">芯片和网络交换设备订单增加。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">思科（\u003C\u002Fspan>CSCO\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">数据中心网络架构和以太网交换机供应商。几乎每一次\u003C\u002Fspan>AI Agent\u003Cspan style=\"font-family: DengXian;\">调用都会经过思科网络设备。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Ciena\u003Cspan style=\"font-family: DengXian;\">（\u003C\u002Fspan>CIEN\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">提供连接\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">数据中心的光网络骨干设备。\u003C\u002Fspan>Token\u003Cspan style=\"font-family: DengXian;\">增长直接带动带宽需求增长。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">【存储与内存】\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">美光科技（\u003C\u002Fspan>MU\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan> HBM3E\u003Cspan style=\"font-family: DengXian;\">高带宽内存搭载于英伟达\u003C\u002Fspan>GPU\u003Cspan style=\"font-family: DengXian;\">。推理需求越大，对内存带宽的需求就越高。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">西部数据（\u003C\u002Fspan>WDC\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">闪存用于存储模型权重和\u003C\u002Fspan>KV Cache\u003Cspan style=\"font-family: DengXian;\">。\u003C\u002Fspan>Agent\u003Cspan style=\"font-family: DengXian;\">规模扩大将持续推动\u003C\u002Fspan>NAND\u003Cspan style=\"font-family: DengXian;\">闪存需求。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">希捷科技（\u003C\u002Fspan>STX\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">机械硬盘用于存储海量冷数据和训练数据。随着模型规模扩大，数据中心存储市场同步扩张。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">【电力与散热】\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Vertiv\u003Cspan style=\"font-family: DengXian;\">（\u003C\u002Fspan>VRT\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan> Token\u003Cspan style=\"font-family: DengXian;\">越多，产生的热量越大。液冷需求将随着数据中心功率密度提升而爆发。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">伊顿（\u003C\u002Fspan>ETN\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan> AI\u003Cspan style=\"font-family: DengXian;\">数据中心关键电力基础设施供应商。电力管理已成为\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">建设最大的瓶颈之一。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">GE Vernova\u003Cspan style=\"font-family: DengXian;\">（\u003C\u002Fspan>GEV\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">提供燃气轮机和电网解决方案，为需要吉瓦级电力的新型数据中心园区供电。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Vistra\u003Cspan style=\"font-family: DengXian;\">（\u003C\u002Fspan>VST\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">直接向云计算巨头出售电力。\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">相关长期供电合同已经陆续签署。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">【云平台】\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">微软（\u003C\u002Fspan>MSFT\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan> Azure\u003Cspan style=\"font-family: DengXian;\">承载了大量企业级\u003C\u002Fspan>AI Agent\u003Cspan style=\"font-family: DengXian;\">。\u003C\u002Fspan>Token\u003Cspan style=\"font-family: DengXian;\">消费最终会转化为微软云计算收入。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">亚马逊（\u003C\u002Fspan>AMZN\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan> AWS Bedrock\u003Cspan style=\"font-family: DengXian;\">正在成为企业\u003C\u002Fspan>AI Agent\u003Cspan style=\"font-family: DengXian;\">的重要底层平台。\u003C\u002Fspan>Agent\u003Cspan style=\"font-family: DengXian;\">越多，\u003C\u002Fspan>API\u003Cspan style=\"font-family: DengXian;\">调用越多，收入越高。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">谷歌（\u003C\u002Fspan>GOOGL\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan> TPU\u003Cspan style=\"font-family: DengXian;\">基础设施和\u003C\u002Fspan>Gemini API\u003Cspan style=\"font-family: DengXian;\">提供商。每处理一个\u003C\u002Fspan>Token\u003Cspan style=\"font-family: DengXian;\">，\u003C\u002Fspan>Google Cloud\u003Cspan style=\"font-family: DengXian;\">都能获得利润。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">【企业\u003C\u002Fspan>AI Agent\u003Cspan style=\"font-family: DengXian;\">层】\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">ServiceNow\u003Cspan style=\"font-family: DengXian;\">（\u003C\u002Fspan>NOW\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">企业级\u003C\u002Fspan>AI Agent\u003Cspan style=\"font-family: DengXian;\">运行平台。每增加一个自动化工作流程，都会消耗更多\u003C\u002Fspan>Token\u003Cspan style=\"font-family: DengXian;\">。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Salesforce\u003Cspan style=\"font-family: DengXian;\">（\u003C\u002Fspan>CRM\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan> Agentforce\u003Cspan style=\"font-family: DengXian;\">将\u003C\u002Fspan>AI Agent\u003Cspan style=\"font-family: DengXian;\">部署到销售、客服和营销场景。按调用次数计费模式将随使用量增长而扩大收入。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Palantir\u003Cspan style=\"font-family: DengXian;\">（\u003C\u002Fspan>PLTR\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan> AIP\u003Cspan style=\"font-family: DengXian;\">平台帮助企业和政府部署\u003C\u002Fspan>AI Agent\u003Cspan style=\"font-family: DengXian;\">。\u003C\u002Fspan>Token\u003Cspan style=\"font-family: DengXian;\">使用量增长将直接推动平台收入增长。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">【\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">基础设施】\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Nebius Group\u003Cspan style=\"font-family: DengXian;\">（\u003C\u002Fspan>NBIS\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">纯\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">基础设施公司。\u003C\u002Fspan>AI Token\u003Cspan style=\"font-family: DengXian;\">超级周期将带动整个算力生态系统增长。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">超微电脑（\u003C\u002Fspan>SMCI\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">为数据中心制造\u003C\u002Fspan>GPU\u003Cspan style=\"font-family: DengXian;\">服务器机柜。每一块英伟达\u003C\u002Fspan>GPU\u003Cspan style=\"font-family: DengXian;\">都需要服务器机架才能运行。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">戴尔科技（\u003C\u002Fspan>DELL\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">企业\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">服务器销售正在快速增长。\u003C\u002Fspan>Token\u003Cspan style=\"font-family: DengXian;\">需求增加将加速企业硬件更新周期。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Arm Holdings\u003Cspan style=\"font-family: DengXian;\">（\u003C\u002Fspan>ARM\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">—\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">几乎所有移动设备和边缘\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">设备都采用\u003C\u002Fspan>ARM\u003Cspan style=\"font-family: DengXian;\">架构。随着\u003C\u002Fspan>AI Token\u003Cspan style=\"font-family: DengXian;\">普及，\u003C\u002Fspan>ARM\u003Cspan style=\"font-family: DengXian;\">版税收入将持续增长。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">美股投资网总结：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">这份名单的核心逻辑是：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">AI Token\u003Cspan style=\"font-family: DengXian;\">数量增长\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">→\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">算力需求增长\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">→\u003C\u002Fspan> GPU\u003Cspan style=\"font-family: DengXian;\">增长\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">→\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">网络增长\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">→\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">存储增长\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">→\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">电力增长\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">→\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">云服务增长\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">→\u003C\u002Fspan> AI Agent\u003Cspan style=\"font-family: DengXian;\">增长\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">→\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">整个\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">基础设施生态受益。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">作者认为，目前被市场低估最严重的是\u003C\u002Fspan>ServiceNow\u003Cspan style=\"font-family: DengXian;\">（\u003C\u002Fspan>NOW\u003Cspan style=\"font-family: DengXian;\">）。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">其观点是：\u003C\u002Fspan>ServiceNow\u003Cspan style=\"font-family: DengXian;\">处于企业\u003C\u002Fspan>AI Agent\u003Cspan style=\"font-family: DengXian;\">应用层的核心位置，未来企业自动化流程越多，消耗的\u003C\u002Fspan>Token\u003Cspan style=\"font-family: DengXian;\">越多，因此有望成为\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">商业化落地过程中最大的受益者之一。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FN\u002FNOW\u002FNOW.jpg","2026-05-30T13:55:26","2026.05.30","2026\u002F05\u002F30",37113,[22],"NOW","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]