{"id":91218,"date":"2024-11-11T13:58:43","date_gmt":"2024-11-11T05:58:43","guid":{"rendered":"https:\/\/metaegh.com\/?p=91218"},"modified":"2024-11-11T13:59:25","modified_gmt":"2024-11-11T05:59:25","slug":"4-11-2024-8-11-2024-2","status":"publish","type":"post","link":"https:\/\/metaegh.com\/en\/2024\/11\/11\/4-11-2024-8-11-2024-2\/","title":{"rendered":"4.11.2024 \u2013 8.11.2024"},"content":{"rendered":"\n

\u4e00\u5468\uff0811\u67084\u65e5\u81f311\u67088\u65e5\uff09\u5e02\u5834\u56de\u5831<\/strong><\/p>\n\n\n\n

\u7f8e\u80a1\u5e02\u5834\uff1a\u622a\u81f3\u7f8e\u570b\u6642\u959311\u67088\u65e5\uff0c\u6a19\u666e500\u6307\u6578\u58315995.54\u9ede\uff0c\u7d2f\u8a08+4.7%; \u7d0d\u65af\u9054\u514b\u7d9c\u5408\u6307\u6578\u583119286.78\u9ede\uff0c\u7d2f\u8a08+5.8%; \u9053\u74ca\u65af\u6307\u6578\u583143988.99\u9ede\uff0c\u7d2f\u8a08+4.6%\u3002<\/p>\n\n\n\n

\u6e2f\u80a1\u5e02\u5834\uff1a\u622a\u81f311\u67088\u65e5\uff0c\u6052\u751f\u6307\u6578\u583120728.19\u9ede\uff0c\u7d2f\u8a08+1.2%; \u6052\u751f\u79d1\u6280\u6307\u6578\u58314668.26\u9ede\uff0c\u7d2f\u8a08+4.1%\u3002<\/p>\n\n\n\n

A\u80a1\u5e02\u5834\uff1a\u622a\u81f311\u67088\u65e5\uff0c\u4e0a\u8b49\u6307\u6578\u58313452.3\u9ede\uff0c\u7d2f\u8a08+5.5%; \u6df1\u8b49\u6210\u6307\u583111161.7\u9ede\uff0c\u7d2f\u8a08+6.8%; \u6eec\u6df1300\u6307\u6578\u58314104.05\u9ede\uff0c\u7d2f\u8a08+5.5%\u3002<\/p>\n\n\n\n

\u5927\u5b97\u5546\u54c1\uff1a\u622a\u81f311\u67088\u65e5\uff0c\u73fe\u8ca8\u9ec3\u91d1\u58312684.77\u7f8e\u5143\uff0c\u7d2f\u8a08-1.9%; WTI\u539f\u6cb9\u583170.38\u7f8e\u5143\uff0c\u7d2f\u8a08+1.3%; \u5e03\u502b\u7279\u539f\u6cb9\u583173.87\u7f8e\u5143\uff0c\u7d2f\u8a08+1.1%\u3002<\/p>\n\n\n\n

\u5de8\u96c6\u89c0\u89c0\u5bdf<\/strong><\/p>\n\n\n\n

\u7f8e\u806f\u5132\u59d4\u54e1\u5011\u4e00\u81f4\u540c\u610f\uff0c\u5c07\u57fa\u6e96\u5229\u7387\u4e0b\u8abf25\u500b\u57fa\u9ede\u81f34.50~4.75%\uff0c\u7b26\u5408\u9810\u671f\uff0c\u7e2e\u8868\u898f\u6a21\u4e0d\u8b8a\u3002 \u9b91\u5a01\u723e\u7a31\uff0c\u901a\u8139\u5927\u5e45\u7de9\u89e3\uff0c\u671d\u84572%\u7684\u76ee\u6a19\u9081\u9032\uff0c\u5931\u696d\u7387\u6709\u6240\u4e0a\u5347\u4f46\u4ecd\u4fdd\u6301\u4f4e\u4f4d\uff0c\u52de\u52d5\u529b\u5e02\u5834\u7e3d\u9ad4\u6709\u6240\u7de9\u548c\uff0c\u6574\u9ad4\u7d93\u6fdf\u5f37\u52c1\u3002 \u96a8\u8457\u63a5\u8fd1\u4e2d\u6027\u5229\u7387\uff0c\u53ef\u80fd\u6709\u5fc5\u8981\u653e\u7de9\u964d\u606f\u6b65\u4f10\u3002 \u77ed\u671f\u5167\u5927\u9078\u5c0d\u8ca8\u5e63\u653f\u7b56\u6c92\u5f71\u97ff\uff0c\u5982\u679c\u88ab\u8981\u6c42\u8fad\u8077\uff0c\u4e0d\u6703\u8fad\u8077\u3002 \u5e02\u5834\u9810\u8a0812\u6708\u964d\u606f25\u57fa\u9ede\u7684\u6982\u7387\u66f4\u9ad8\u3002<\/p>\n\n\n\n

\u7279\u6717\u666e\u5728\u7f8e\u570b2024\u5e74\u7684\u7e3d\u7d71\u5927\u9078\u4e2d\u53d6\u5f97\u4e86\u6c7a\u5b9a\u6027\u52dd\u5229\uff0c\u4e0d\u50c5\u8d0f\u5f97\u4e86\u7e3d\u7d71\u5bf6\u5ea7\uff0c\u5171\u548c\u9ee8\u4e5f\u63a7\u5236\u4e86\u53c3\u8b70\u9662\u3002 \u773e\u8b70\u9662\u7684\u9078\u8209\u7d50\u679c\u5c1a\u672a\u78ba\u5b9a\uff0c\u4f46\u5171\u548c\u9ee8\u4ecd\u7136\u9818\u5148\u65bc\u6c11\u4e3b\u9ee8\u3002 \u5e02\u5834\u8a8d\u70ba\uff0c\u7279\u6717\u666e2.0\u6642\u4ee3\uff0c\u5c07\u5927\u5e45\u63d0\u9ad8\u79fb\u6c11\u9650\u5236\u3001\u63d0\u9ad8\u9032\u53e3\u95dc\u7a05\u3002 \u9019\u4e9b\u653f\u7b56\u6703\u523a\u6fc0\u901a\u8139\uff0c\u7f8e\u806f\u5132\u53ef\u80fd\u5c07\u63a1\u53d6\u66f4\u8b39\u614e\u7684\u884c\u52d5\uff0c\u653e\u7de9\u964d\u606f\u6b65\u4f10\u3002<\/p>\n\n\n\n

11\u67088\u65e5\uff0c\u8ca1\u653f\u90e8\u90e8\u9577\u85cd\u4f5b\u5b89\u8868\u793a\uff0c\u589e\u52a06\u842c\u5104\u5730\u65b9\u653f\u5e9c\u50b5\u52d9\u9650\u984d\uff0c\u52063\u5e74\u5b89\u6392\u3002 \u5f9e2024\u5e74\u958b\u59cb\uff0c\u5c07\u9023\u7e8c5\u5e74\uff0c\u6bcf\u5e74\u5f9e\u65b0\u589e\u5730\u65b9\u653f\u5e9c\u5c08\u9805\u50b5\u4e2d\u5b89\u63928000\u5104\uff0c\u7d2f\u8a08\u7f6e\u63db\u96b1\u6027\u50b5\u52d94\u842c\u5104\u3002 \u52a0\u4e0a\u9019\u6b216\u842c\u5104\u50b5\u52d9\u9650\u984d\uff0c\u589e\u52a0\u5730\u65b9\u5316\u50b5\u8cc7\u6e9010\u842c\u5104\u3002 2029\u5e74\u53ca\u4ee5\u5f8c\u5230\u671f\u7684\u68da\u6236\u5340\u6539\u9020\u96b1\u6027\u50b5\u52d92\u842c\u5104\uff0c\u4ecd\u6309\u539f\u5408\u540c\u9032\u884c\u3002 \u653f\u7b56\u5354\u540c\u767c\u529b\u540e\uff0c2028\u5e74\u4e4b\u524d\uff0c\u5730\u65b9\u9700\u6d88\u5316\u7684\u96b1\u6027\u50b5\u52d9\u7e3d\u984d\u5f9e14.3\u842c\u5104\u5927\u5e45\u4e0b\u964d\u81f32.3\u842c\u5104\uff0c\u5316\u50b5\u58d3\u529b\u5927\u5927\u6e1b\u8f15\u3002<\/p>\n\n\n\n

AI+<\/strong>\u8edf\u9ad4\u884c\u696d<\/strong><\/p>\n\n\n\n

PLTR 24\u5e743\u5b63\u5ea6\u696d\u7e3e\uff1a\u6536\u51657.3\u5104\u7f8e\u5143\uff0c\u540c\u6bd4+30%\uff0c\u597d\u65bc\u9810\u671f; \u7f8e\u570b\u696d\u52d9\u6536\u51655.0\u5104\u7f8e\u5143\uff0c\u540c\u6bd4+44%\uff0c\u597d\u65bc\u9810\u671f; \u7f8e\u570b\u5546\u696d\u6536\u51651.79\u5104\u7f8e\u5143\uff0c\u540c\u6bd4+54%; \u7f8e\u570b\u653f\u5e9c\u6536\u51653.2\u5104\u7f8e\u5143\uff0c\u540c\u6bd4+40%; \u8abf\u6574\u5f8cEPS\u70ba0.1\u7f8e\u5143\uff0c\u540c\u6bd4+100%\uff0c\u597d\u65bc\u9810\u671f\u3002 \u6307\u5f15\uff1a4\u5b63\u5ea6\u6536\u51657.67~7.71\u5104\u7f8e\u5143\uff0c\u597d\u65bc\u9810\u671f; 24\u5e74\u6536\u5165\u63d0\u9ad8\u81f328\u5104~28.1\u5104\u7f8e\u5143\uff0c\u597d\u65bc\u9810\u671f; 24\u5e74\u8abf\u6574\u540e\u7d93\u71df\u5229\u6f6410.5~10.6\u5104\u7f8e\u5143\uff0c\u597d\u65bc\u9810\u671f\u3002<\/p>\n\n\n\n

APP 24\u5e743\u5b63\u5ea6\u696d\u7e3e\uff1a\u6536\u516512.0\u5104\u7f8e\u5143\uff0c\u540c\u6bd4+38.6%\uff0c\u597d\u65bc\u9810\u671f; \u8edf\u9ad4\u5e73\u81fa\u6536\u51658.4\u5104\u7f8e\u5143\uff0c\u540c\u6bd4+65.6%; \u61c9\u7528\u6536\u51653.6\u5104\u7f8e\u5143\uff0c\u540c\u6bd4+0.9%; \u8abf\u6574\u540eEBITDA\u70ba7.2\u5104\u7f8e\u5143\uff0c\u540c\u6bd4+72%; \u8abf\u6574\u540eEBITDA\u5229\u738760%\uff0c\u8abf\u6574\u540eEPS\u70ba1.25\u7f8e\u5143\uff0c\u540c\u6bd4+290.6%\uff0c\u597d\u65bc\u9810\u671f\u3002 \u6307\u5f15\uff1a4\u5b63\u5ea6\u6536\u516512.4~12.6\u5104\u7f8e\u5143\uff0c\u597d\u65bc\u9810\u671f; \u8abf\u6574\u5f8cEBITDA\u70ba7.4~7.6\u5104\u7f8e\u5143\uff0c\u597d\u65bc\u9810\u671f; \u8abf\u6574\u540eEBITDA\u5229\u738760%\u3002 \u589e\u52a020\u5104\u7f8e\u5143\u56de\u8cfc\u984d\uff0c\u7e3d\u56de\u8cfc\u984d23\u5104\u7f8e\u5143\u3002 \u96fb\u5b50\u5546\u52d9\u5ee3\u544a\u8a66\u9ede\u7684\u6578\u64da\u8d85\u51fa\u9810\u671f\u3002<\/p>\n\n\n\n

\u64da\u6469\u6839\u58eb\u4e39\u5229\uff0c2025\u5e74\uff0c\u4e9e\u99ac\u905c \u3001\u8c37\u6b4c\u3001\u5fae\u8edf\u3001Meta\u7684\u8cc7\u672c\u652f\u51fa\u5171\u7d043000\u5104\u7f8e\u5143\uff0c\u4e3b\u8981\u7528\u65bc\u652f\u63f4AI\u7684\u767c\u5c55\u3002 \u5176\u4e2d\uff0c\u4e9e\u99ac\u905c\u70ba964\u5104\u7f8e\u5143\uff0c\u5fae\u8edf\u70ba899\u5104\u7f8e\u5143\uff0c\u8c37\u6b4c\u70ba626\u5104\u7f8e\u5143\uff0cMeta\u70ba523\u5104\u7f8e\u5143\u3002<\/p>\n\n\n\n

\u534a\u5c0e\u9ad4\u884c\u696d<\/strong><\/p>\n\n\n\n

\u9ad8\u901a24\u8ca1\u5e744\u8ca1\u5b63\u696d\u7e3e\uff1a\u6536\u5165102.44\u5104\u7f8e\u5143\uff0c\u540c\u6bd4+19%\uff0c\u597d\u65bc\u9810\u671f; \u624b\u6a5f\u3001\u6c7d\u8eca\u3001\u7269\u806f\u7db2\u6676\u5143\u696d\u52d9\u6536\u516586.78\u5104\u7f8e\u5143\uff0c\u540c\u6bd4+18%\uff0c\u597d\u65bc\u9810\u671f; IP\u6388\u6b0a\u696d\u52d9\u6536\u516515.21\u5104\u7f8e\u5143\uff0c\u540c\u6bd4+21%\uff0c\u597d\u65bc\u9810\u671f; \u8abf\u6574\u540eEPS\u70ba2.69\u7f8e\u5143\uff0c\u540c\u6bd4+33%\uff0c\u597d\u65bc\u9810\u671f\u3002 \u6307\u5f15\uff1a25\u8ca1\u5e741\u8ca1\u5b63\u6536\u5165105~113\u5104\u7f8e\u5143\uff0c\u597d\u65bc\u9810\u671f; \u8abf\u6574\u5f8cEPS\u70ba2.85~3.05\u7f8e\u5143\uff0c\u597d\u65bc\u9810\u671f\u3002 \u4e0a\u6708\u767c\u4f48\u7684AI\u624b\u6a5f\u6676\u5143\u9a4d\u9f8d8 Elite\uff0c\u4e2d\u570b\u5ee0\u5546\u5c0f\u7c73\u3001\u69ae\u8000\u3001Oppo\u3001Vivo\u5df2\u7d93\u63a8\u51fa\u642d\u8f09\u8a72\u6676\u5143\u7684\u624b\u6a5f\uff0c\u5c07\u7e7c\u7e8c\u63a8\u52d5\u6676\u5143\u696d\u52d9\u589e\u9577\u3002 3\u5e74\u4f86\u9996\u6b21\u516c\u4f48\u65b0\u56de\u8cfc\u8a08\u5283\uff0c\u64ec\u56de\u8cfc150\u5104\u7f8e\u5143\uff0c\u6c92\u6709\u5230\u671f\u65e5\u3002<\/p>\n\n\n\n

Arm 25\u8ca1\u5e742\u8ca1\u5b63\u696d\u7e3e\uff1a\u6536\u51658.4\u5104\u7f8e\u5143\uff0c\u540c\u6bd4+5%\uff0c\u597d\u65bc\u9810\u671f; \u7248\u7a05\u696d\u52d9\u6536\u51655.1\u5104\u7f8e\u5143\uff0c\u540c\u6bd4+23%\uff0c\u597d\u65bc\u9810\u671f; \u8a31\u53ef\u548c\u5176\u4ed6\u696d\u52d9\u6536\u51653.3\u5104\u7f8e\u5143\uff0c\u540c\u6bd4-15%\uff0c\u597d\u65bc\u9810\u671f\u3002 \u8abf\u6574\u5f8cEPS\u70ba0.3\u7f8e\u5143\uff0c\u597d\u65bc\u9810\u671f\u3002 \u6307\u5f15\uff1a3\u8ca1\u5b63\u6536\u51659.20~9.70\u5104\u7f8e\u5143\uff0c\u5dee\u65bc\u9810\u671f; \u8abf\u6574\u5f8cEPS\u70ba0.32~0.36\u7f8e\u5143\uff0c\u7b26\u5408\u9810\u671f; 25\u8ca1\u5e74\u8abf\u6574\u540eEPS\u70ba1.45~1.65\u7f8e\u5143\uff0c\u5dee\u65bc\u9810\u671f\u3002 \u516c\u53f8\u7a31\uff0cArm v9\u5c07\u4fdd\u6301\u9ad8\u63a1\u7d0d\u7387\uff0c\u6700\u8fd1\u7684\u860b\u679c\u7684iPhone 16\u6676\u5143\u3001\u806f\u767c\u79d1\u7684Dimensity 9400\u6676\u5143\u90fd\u958b\u59cb\u63a1\u7528Arm v9\u3002 \u96a8\u8457\u66f4\u591a\u667a\u80fd\u624b\u6a5f\u3001\u5176\u4ed6\u8a2d\u5099\u5411Arm v9\u904e\u6e21\uff0c\u516c\u53f8\u5c07\u7e7c\u7e8c\u770b\u5230\u5f37\u52c1\u589e\u9577\u3002<\/p>\n\n\n\n

\u53f0\u7a4d\u96fb10\u6708\u6536\u51653142.4\u5104\u65b0\u81fa\u5e63\uff0c\u540c\u6bd4+29.2%\uff0c\u74b0\u6bd4+24.8%\uff0c\u589e\u901f\u4e0b\u964d\u3002 24\u5e741~10\u6708\u6536\u51652.34\u842c\u5104\u65b0\u81fa\u5e63\uff0c\u540c\u6bd4+31.5%\u3002<\/p>\n\n\n\n

\u65b0\u80fd\u6e90\u8eca\u884c\u696d<\/strong><\/p>\n\n\n\n

\u5c0f\u9d6c\u8209\u884c\u201cAI\u79d1\u6280\u65e5\u201d\uff0c\u4f55\u5c0f\u9d6c\u7a31\uff0c\u5c0f\u9d6c\u6c7d\u8eca\u672a\u4f86\u5341\u5e74\u7684\u767c\u5c55\u65b9\u5411\u662f\u6210\u70ba\u4e00\u5bb6\u5168\u7403\u5316\u7684AI\u6c7d\u8eca\u516c\u53f8\u3002 \u5c0f\u9d6cP7+\u6b63\u5f0f\u4e0a\u5e02\uff0c\u642d\u8f0960.7kwh\/76.3kwh\u7684\u78f7\u9178\u9435\u92f0\u96fb\u6c60\uff0cCLTC\u7e8c\u822a\u6700\u9ad8\u9054725\u516c\u91cc\uff0c\u8d77\u552e\u50f918.68\u842c\u5143\uff0cP7+\u4e0a\u5e0212\u5206\u9418\u5927\u5b9a\u783410000\u53f0\u3002 2025\u5e743\u5b63\u5ea6\uff0c\u5c07\u5be6\u73fe\u985eL3\u7684\u667a\u6167\u8f14\u52a9\u99d5\u99db\uff0c\u767e\u516c\u91cc\u63a5\u7ba1\u5c0f\u65bc1\u6b21\uff0c2026\u5e74\u5be6\u73feL4\u7d1a\u5225\u7684\u90e8\u5206\u4f4e\u901f\u5834\u666f\u884c\u99db\u3002 L4\u6703\u7814\u767cUltra\u8eca\u578b\uff0c\u70baROBOTAXI\u670d\u52d9\u3002 \u5c0f\u9d6c\u81ea\u7814\u7684\u5716\u9748AI\u6676\u5143\u5df2\u65bc\u4eca\u5e7410\u6708\u8dd1\u901a\u6700\u65b0\u7248\u672c\u7684\u667a\u99d5\u529f\u80fd\u3002<\/p>\n\n\n\n

\u4e2d\u570b\u4e92\u806f\u7db2\u884c\u696d<\/strong><\/p>\n\n\n\n

2024\u65b0\u52a0\u5761\u91d1\u878d\u79d1\u6280\u7bc0\uff0c\u9a30\u8a0a\u96f2\u8207\u667a\u6167\u7522\u696d\u4e8b\u696d\u7fa4CEO\u6e6f\u9053\u751f\u7a31\uff0c\u9a30\u8a0a\u96f2\u5df2\u670d\u52d9\u5168\u7403\u8d8510000\u5bb6\u91d1\u878d\u6a5f\u69cb\uff0c\u5176\u4e2d\u5883\u5916\u91d1\u878d\u5ba2\u6236\u8d85\u904e300\u5bb6\uff0c\u8986\u84cb\u4e9e\u6d32\u3001\u4e2d\u6771\u3001\u6b50\u6d32\u548c\u7f8e\u6d32\u7b4920\u591a\u500b\u570b\u5bb6\u548c\u5730\u5340\u3002<\/p>\n\n\n\n

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