{"id":68621,"date":"2026-05-16T14:44:00","date_gmt":"2026-05-16T06:44:00","guid":{"rendered":"https:\/\/www.url.com.tw\/blog\/?p=68621"},"modified":"2026-05-14T14:52:10","modified_gmt":"2026-05-14T06:52:10","slug":"%e8%81%af%e9%9b%bb%e7%99%be%e5%85%8320%e5%b9%b4%e5%a4%a7%e8%a7%a3%e5%a5%97","status":"publish","type":"post","link":"https:\/\/www.url.com.tw\/blog\/?p=68621","title":{"rendered":"\u806f\u96fb\u767e\u514320\u5e74\u5927\u89e3\u5957"},"content":{"rendered":"\n

CPU<\/strong>\u5927\u7ffb\u8f49<\/strong> <\/strong>\u8001<\/strong>AI<\/strong>\u5927\u89ba\u9192<\/strong>  <\/strong>\u8d85\u5fae<\/strong>+<\/strong>\u82f1\u7279\u723e\u6982\u5ff5\u80a1\u5d1b\u8d77<\/strong><\/strong><\/p>\n\n\n\n

\u8d85\u5faeCEO\u8607\u59ff\u4e30\u4e00\u5e2d\u8a71\u4ee4\u5e02\u5834\u9a5a\u89ba\uff0cCPU\u5927\u884c\u60c5\u4f86\u4e86\uff0c\u800c\u8001AI\u5927\u89ba\u9192\u66f4\u5370\u8b49\u6240\u8a00\u975e\u865b\uff0c\u8d85\u5fae+\u82f1\u7279\u723e\u6982\u5ff5\u80a1\u8d85\u7d1a\u6bd4\u4e00\u6bd4\uff0c\u54ea\u4e9b\u503c\u5f97\u5e03\u5c40\uff1f\u53f0\u80a1\u57504\u671b5\u6bd4\u4f60\u60f3\u50cf\u7684\u8981\u7a69\uff0c5\u6a94ETF\u6436\u639b\u724c\u50b3\u627f520\u884c\u60c5\u8056\u706b\uff0c\u53ef\u5225\u932f\u904e\u4e86\u3002<\/p>\n\n\n\n

\u6587\uff0e\u5f35\u8208\u83ef<\/p>\n\n\n\n

\u82f1\u7279\u723e(Intel)\u8207\u8d85\u5fae(AMD)\u76f8\u7e7c\u516c\u5e03\u4eca\u5e74\u7b2c\u4e00\u5b63\u8ca1\u5831\u8207\u7b2c\u4e8c\u5b63\u8ca1\u6e2c\u7d50\u679c\uff0c\u5747\u8d85\u4e4e\u5e02\u5834\u9810\u671f\uff0c\u5169\u5bb6\u516c\u53f8\u7684\u8ca1\u5831\u8207\u8ca1\u6e2c\u5927\u5e45\u6210\u9577\uff0c\u4e3b\u8981\u8207\u8cc7\u6599\u4e2d\u5fc3\u57fa\u790e\u5efa\u8a2d\u4e2dAI\u9700\u6c42\u64f4\u5f35\u6709\u95dc\uff0c\u540c\u6642\u4f3a\u670d\u5668CPU\u9700\u6c42\u96a8\u8457\u5c0d\u61c9GPU\u6bd4\u4f8b\u63d0\u5347\u800c\u5927\u5e45\u589e\u52a0\uff0c\u8d85\u5fae\u57f7\u884c\u9577\u8607\u59ff\u4e30\u660e\u78ba\u8868\u793a\uff0c\u96a8\u8457AI\u9700\u6c42\u5feb\u901f\u7206\u767c\uff0c\u4f3a\u670d\u5668CPU\u6b63\u8fce\u4f86\u7d50\u69cb\u6027\u6210\u9577\u6a5f\u6703\uff0c\u65bc2030\u5e74\u524d\u5e02\u5834\u898f\u6a21\u5c07\u7a81\u78341200\u5104\u7f8e\u5143\uff0c5\u6708\u4ee5\u4f86\u8d85\u5fae\u8207\u82f1\u7279\u723e\u80a1\u50f9\u5927\u5e45\u4e0a\u63da\uff0c\u540c\u6642\u53f0\u80a1CPU\u4e3b\u8981\u4f9b\u61c9\u93c8\u500b\u80a1\uff0c\u5c24\u5176\u662f\u8001AI\u80a1\u4ea6\u8ddf\u8457\u9023\u52d5\uff0c\u5f8c\u7e8c\u4e5f\u5c07\u8ddf\u8457CPU\u51fa\u8ca8\u91cf\u50f9\u500d\u589e\u800c\u5e36\u52d5\u71df\u6536\u8207\u7372\u5229\u589e\u9577\u3002<\/p>\n\n\n\n

5<\/strong>\u6a94<\/strong>ETF<\/strong>\u6436\u639b\u724c<\/strong> 520<\/strong>\u884c\u60c5\u5750<\/strong>4<\/strong>\u671b<\/strong>5<\/strong><\/p>\n\n\n\n

\u7f8e\u80a1\u8d85\u7d1a\u8ca1\u5831\u5468\u79d1\u6280\u5de8\u982d\u8ca1\u5831\u9678\u7e8c\u516c\u5e03\uff0c\u71df\u6536\u3001\u7372\u5229\u8868\u73fe\u512a\u65bc\u5e02\u5834\u9810\u671f\uff0c\u63a8\u5347\u7f8e\u570b\u79d1\u6280\u80a1\u90a3\u65af\u9054\u514b(Nasdaq)\u548c\u6a19\u6e96\u666e\u723e(S&P)\u6307\u6578\u65bc5\u67088\u65e5\u6536\u76e4\u518d\u5275\u6b77\u53f2\u65b0\u9ad8\uff0c\u53f0\u80a15\u670811\u65e5\u958b\u76e4\u4ea6\u53d7\u9023\u52d5\uff0c\u52a0\u6b0a\u6307\u6578\u5728AI\u4f9b\u61c9\u93c8\u500b\u80a1\u529b\u633a\u4e0b\uff0c\u5411\u524d\u6ce2\u6536\u76e4\u9ad8\u9ede41934\u9ede\u6311\u6230\u672a\u679c\uff0c\u7d42\u5834\u4e0a\u6f32186\u9ede\uff0c\u6536\u5728417900\u9ede\uff0c\u7e3d\u6210\u4ea4\u503c\u90541.16\u5146\u5143\u3002<\/p>\n\n\n\n

\u7406\u5468\u6295\u7814\u90e8\u6307\u51fa\uff0c\u53f0\u80a1\u81ea4\u6708\u4ee5\u4f86\u5728AI\u5f37\u52c1\u6210\u9577\u8207\u9ad8\u901f\u50b3\u8f38\u5347\u7d1a\u52d5\u80fd\u6301\u7e8c\uff0c\u63a8\u5347\u76f8\u95dc\u4f9b\u61c9\u93c8Q1\u71df\u6536\u5275\u6b77\u53f2\u65b0\u9ad8\uff0c\u4e14\u5c55\u671bQ2\u71df\u6536\u8207\u7372\u5229\u6210\u9577\u52d5\u80fd\u4ecd\u5f37\uff0c\u52a0\u4e0a\u653f\u5e9c\u505a\u591a\u653f\u7b56\u914d\u5408\uff0c\u5982\u653e\u5bec\u57fa\u91d1ETF\u55ae\u4e00\u6301\u80a1\u6bd4\u4f8b\uff0c\u753110%\u653e\u5bec\u81f325%\u7684\u300c\u53f0\u7a4d\u96fb\u689d\u6b3e\u300d\uff0c\u4f7f\u5f97\u53f0\u80a1\u81ea4\u6708\u4ee5\u4f86\u81f35\u670811\u65e5\u6536\u76e4\uff0c\u6307\u6578\u5171\u8a08\u4e0a\u6f3210067\u9ede\uff0c\u6f32\u5e4531.73%\u3002<\/p>\n\n\n\n

\u7531\u65bc\u5e02\u5834\u6301\u7e8c\u770b\u597d\u53f0\u80a1\u6210\u9577\u52d5\u80fd\uff0c5\u6708\u4e2d\u65ec\u4ee5\u524d\u53f0\u80a1\u65b0\u589e\u300c\u91ce\u6751\u53f0\u7063\u9ad8\u606f\u4e3b\u52d5\u5f0f\u300d\u53ca\u300c\u7d71\u4e00\u53f0\u80a1\u5347\u7d1a50\u4e3b\u52d5\u5f0f\u300d\u4e8c\u6a94ETF\u639b\u724c\uff0c\u4e14\u53e6\u6709\u806f\u535a\u3001\u5bcc\u90a6\u8207\u4e2d\u4fe1\u4e09\u6a94\u4e3b\u52d5\u5f0fETF\u5c55\u958b\u52df\u96c6\u8cc7\u91d1\uff0c\u8a08\u756b\u65bc6\u6708\u639b\u724c\uff0c\u4e5f\u5c07\u518d\u70ba\u53f0\u80a1\u589e\u6dfb\u52d5\u80fd\u3002<\/p>\n\n\n\n

\u8ca1\u5831\u8d85\u512a<\/strong> <\/strong>\u82f1\u7279\u723e\u8207\u8d85\u5fae\u5927\u6f32<\/strong><\/strong><\/p>\n\n\n\n

\u53f0\u80a1\u8fd1\u6708\u4ee5\u4f86\u6f32\u52e2\u8207\u7f8e\u570b\u79d1\u6280\u80a1\u9023\u52d5\u9817\u6df1\uff0c\u800c\u53f0\u80a1\u7684\u6f32\u52e2\u52d5\u80fd\uff0c\u4e3b\u8981\u96c6\u4e2d\u5728AI\u76f8\u95dc\u4f9b\u61c9\u93c8\u65cf\u7fa4\uff0c\u4e00\u822c\u50b3\u7522\u3001\u91d1\u878d\u53cd\u800c\u672a\u80fd\u53d7\u76ca\uff0c\u4ecd\u9677\u65bc\u4f4e\u6a94\u76e4\u6574\u683c\u5c40\u3002\u4ee5\u53f0\u7a4d\u96fb\u70ba\u9996\u7684AI\u76f8\u95dc\u4f9b\u61c9\u93c8\u500b\u80a1\u6f32\u52e2\uff0c\u4ee5\u53ca\u6b63\u5411\u767c\u5c55\u7684Q2\u8ca1\u6e2c\u9810\u671f\uff0c\u6b63\u8207\u7f8e\u570b\u79d1\u6280\u5de8\u982d\u76f8\u7e7c\u767c\u5e03\u4eca\u5e74\u9996\u5b63\u8ca1\u5831\u8868\u73fe\u76f8\u4e92\u547c\u61c9\uff0c\u4e26\u5370\u8b49AI\u786c\u9ad4\u5347\u7d1a\u8207\u843d\u5730\u767c\u5c55\u7684\u525b\u9700\u4e8b\u5be6\u3002<\/p>\n\n\n\n

\u5f9e\u82f1\u7279\u723e\u8207\u8d85\u5fae\u5148\u5f8c\u516c\u5e03\u7684\u8ca1\u5831\u8207\u8ca1\u6e2c\u8868\u73fe\uff0c\u5169\u8005Q1\u71df\u6536\u90fd\u662f\u986f\u8457\u6210\u9577\uff0c\u53c8\u4ee5\u8d85\u5fae\u7684\u5e74\u589e\u738738%\u6700\u70ba\u7a81\u51fa\uff0c\u4e14\u7576\u5b63\u6bcf\u80a1\u76c8\u9918\u70ba1.37\u7f8e\u5143\uff0cQ2\u71df\u6536\u53ef\u671b\u518d\u589e\u52a0\u81f3112\u5104\u7f8e\u5143\u3002\u5206\u6790\u5169\u5bb6\u6676\u7247\u5de8\u982d\u7684\u71df\u6536\u6210\u9577\u52d5\u80fd\uff0c\u5747\u6e90\u81eaAI\u9700\u6c42\u5f37\u52c1\u7206\u767c\uff0c\u63a8\u5347\u4f3a\u670d\u5668CPU\u7206\u91cf\u5927\u5e45\u589e\u9577\uff0c\u4e3b\u56e0\u65bcAI\u61c9\u7528\u5f9e\u300c\u6a21\u578b\u8a13\u7df4\u300d\u5927\u898f\u6a21\u8f49\u5411\u300c\u843d\u5730\u63a8\u8ad6\u300d\u8207\u300c\u4ee3\u7406\u5f0fAI(Agentic AI)\u300d\uff0c\u4f7f\u5f97AI\u4f3a\u670d\u5668\u7684CPU\u8207GPU\u7684\u7d50\u69cb\u6bd4\u4f8b\uff0c\u7531\u539f\u5148\u76841:8\uff0c\u5927\u5e45\u63d0\u5347\u81f31:1\u7684\u6539\u8b8a\uff0c\u4fc3\u6210CPU\u6210\u9577\u9700\u6c42\u9032\u5165\u5927\u7206\u767c\u7684\u9ec3\u91d1\u968e\u6bb5\u3002\u8d85\u5fae\u8207\u82f1\u7279\u723e\u80a1\u50f9\u81ea4\u6708\u4ee5\u4f86\u81f35\u67088\u65e5\u6536\u76e4\uff0c\u5206\u5225\u4e0a\u6f3228.4%\u820732.2%\uff0c\u4e5f\u540c\u6642\u5e36\u52d5\u53f0\u80a1\u4e3b\u8981\u4f9b\u61c9\u93c8\u5ee0\u5546\u80a1\u50f9\u61c9\u8072\u4e0a\u63da\u3002<\/p>\n\n\n\n

\u8607\u59ff\u4e30\u6307\u4f3a\u670d\u5668<\/strong>CPU<\/strong>\u8fce\u7d50\u69cb\u6027\u6210\u9577<\/strong><\/strong><\/p>\n\n\n\n

\u8d85\u5fae\u57f7\u884c\u9577\u8607\u59ff\u4e30\u65bc5\u67085\u65e5\u8ca1\u5831\u767c\u5e03\u6642\u8868\u793a\uff0c\u96a8\u8457AI\u9700\u6c42\u5feb\u901f\u7206\u767c\uff0c\u4f3a\u670d\u5668CPU\u5e02\u5834\u6b63\u8fce\u63a5\u7d50\u69cb\u6027\u6210\u9577\u6a5f\u6703\uff0c\u4f30\u8a08\u81f32030\u5e74\u524d\u5e02\u5834\u898f\u6a21\u5c07\u7a81\u78341200\u5104\u7f8e\u5143\uff0c\u4e14\u5e74\u8907\u5408\u6210\u9577\u7387\u5c07\u8d85\u904e35%\uff0c\u9ad8\u51fa\u5148\u524d\u9810\u4f30\u768418%\uff0c\u986f\u793a\u4f01\u696d\u9ad8\u6548\u80fdCPU\u7684\u6295\u5165\u4e0d\u6e1b\u53cd\u589e\u3002\u52a0\u4e0a\u4f01\u696d\u8207\u5927\u578b\u96f2\u7aef\u696d\u8005\u52a0\u901f\u5c0e\u5165AI\u61c9\u7528\uff0cCPU\u65bc\u904b\u7b97\u4e2d\u5206\u5de5\u5730\u4f4d\u4e0d\u65b7\u63d0\u5347\uff0c\u6210\u70ba\u652f\u6490\u6574\u9ad4\u7cfb\u7d71\u904b\u4f5c\u7684\u6838\u5fc3\u3002<\/p>\n\n\n\n

\u203b\u7cbe\u5f69\u5168\u6587\uff0c\u8a73\u898b\u300a\u7406\u8ca1\u5468\u520a\u300b1342\u671f\uff0c2026.05.14\u51fa\u520a\u3002 <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\u5716\u7247\u53d6\u81eaAMD\u5b98\u7db2<\/p>\n","protected":false},"excerpt":{"rendered":"<\/p>\n

CPU<\/strong>\u5927\u7ffb\u8f49<\/strong> <\/strong>\u8001<\/strong>AI<\/strong>\u5927\u89ba\u9192<\/strong>  <\/strong>\u8d85\u5fae<\/strong>+<\/strong>\u82f1\u7279\u723e\u6982\u5ff5\u80a1\u5d1b\u8d77<\/strong><\/strong><\/p>\n<\/p>\n

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\u6587\uff0e\u5f35\u8208\u83ef<\/p>\n

\u2026\u7e7c\u7e8c\u95b1\u8b80<\/a><\/span><\/p>\n

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