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\u7f8e\u80a1\u5e02\u5834\uff08\u622a\u81f3\u7f8e\u570b\u6642\u95932025\u5e7410\u670831\u65e5\uff09<\/p>\n\n\n\n

\u6a19\u666e500\u6307\u6578\u58316840.2\u9ede\uff0c\u7d2f\u8a08+0.7%\uff1b\u7d0d\u65af\u9054\u514b\u7d9c\u5408\u6307\u6578\u583123724.96\u9ede\uff0c\u7d2f\u8a08+2.3%\uff1b\u9053\u9418\u65af\u6307\u6578\u583147562.87\u9ede\uff0c\u7d2f\u8a08+0.8%\u3002<\/p>\n\n\n\n

\u6e2f\u80a1\u5e02\u5834\uff08\u622a\u81f32025\u5e7410\u670831\u65e5\uff09<\/p>\n\n\n\n

\u6052\u751f\u6307\u6578\u583125906.65\u9ede\uff0c\u7d2f\u8a08-0.9%\uff1b\u6052\u751f\u79d1\u6280\u6307\u6578\u58315908.08\u9ede\uff0c\u7d2f\u8a08-2.5%\u3002<\/p>\n\n\n\n

A\u80a1\u5e02\u5834\uff08\u622a\u81f32025\u5e7410\u670831\u65e5\uff09<\/p>\n\n\n\n

\u4e0a\u8b49\u6307\u6578\u58313954.79\u9ede\uff0c\u7d2f\u8a08+0.1%\uff1b\u6df1\u8b49\u6210\u6307\u583113378.21\u9ede\uff0c\u7d2f\u8a08+0.7%\uff1b\u6eec\u6df1300\u6307\u6578\u58314640.67\u9ede\uff0c\u7d2f\u8a08-0.4%\u3002<\/p>\n\n\n\n

\u5927\u5b97\u5546\u54c1\uff08\u622a\u81f32025\u5e7410\u670831\u65e5\uff09<\/p>\n\n\n\n

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\u5b8f\u89c0\u89c0\u5bdf<\/strong><\/strong><\/p>\n\n\n\n

\u7f8e\u806f\u5132\u6c7a\u8b70\uff1a\u964d\u606f25\u500b\u57fa\u9ede\uff0c\u81f33.75%-4.00%\uff0c\u9023\u7e8c\u7b2c\u4e8c\u6b21\u964d\u606f\uff0c\u70ba\u4e09\u5e74\u4f86\u6700\u4f4e\u6c34\u6e96\uff0c\u7b26\u5408\u5e02\u5834\u9810\u671f\u3002\u4e26\u572812\u67081\u65e5\u8d77\u7d50\u675f\u7e2e\u8868\u3002\u5c31\u696d\uff1a\u4eca\u5e74\u4ee5\u4f86\u5c31\u696d\u589e\u9577\u653e\u7de9\uff0c\u5931\u696d\u7387\u7565\u6709\u4e0a\u5347\u3002\u901a\u8139\uff1a\u901a\u8139\u8f03\u5e74\u521d\u4e0a\u5347\uff0c\u4ecd\u8655\u65bc\u76f8\u5c0d\u9ad8\u4f4d\u3002\u7d93\u6fdf\uff1a\u7d93\u6fdf\u6d3b\u52d5\u4ee5\u6eab\u548c\u7684\u901f\u5ea6\u64f4\u5f35\u3002AI\uff1a\u4eba\u5de5\u667a\u6167\u820720\u4e16\u7d0090\u5e74\u4ee3\u6ce1\u6cab\u4e0d\u540c\uff0c\u4f01\u696d\u5df2\u6709\u76c8\u5229\u3002\u524d\u666f\uff1a12\u6708\u964d\u606f\u9060\u975e\u677f\u4e0a\u91d8\u91d8\uff0c\u82e5\u8cc7\u8a0a\u7f3a\u5931\u4e14\u60c5\u6cc1\u7167\u820a\uff0c\u6709\u7406\u7531\u653e\u6162\u964d\u606f\u6b65\u4f10\u3002\u59d4\u54e1\u6703\u5c0d12\u6708\u5982\u4f55\u884c\u52d5\u5b58\u5728\u56b4\u91cd\u5206\u6b67\u3002<\/p>\n\n\n\n

AI<\/strong>\u884c\u696d<\/strong><\/strong><\/p>\n\n\n\n

META 25Q3\u696d\u7e3e(\u7f8e\u5143)\uff1a\u6838\u5fc3\u5ee3\u544a\u696d\u52d9\u8868\u73fe\u5f37\u52c1\uff0c\u4f46\u6de8\u5229\u6f64\u56e0\u4e00\u6b21\u6027\u7a05\u52d9\u652f\u51fa\u5927\u5e45\u4e0b\u964d\u3002\u540c\u6642\uff0c\u516c\u53f8\u70ba\u6295\u8cc7AI\uff0c\u986f\u8457\u4e0a\u8abf\u8cc7\u672c\u652f\u51fa\u6307\u5f15\u3002Meta\u6b63\u201c\u4ee5\u5229\u6f64\u63db\u672a\u4f86\u201d\uff0c\u76ee\u524d\u7684\u9663\u75db\u662f\u70ba\u4e86\u6355\u6349AI\u5e36\u4f86\u7684\u9577\u671f\u6a5f\u9047\u3002\u6838\u5fc3\u5ee3\u544a\u696d\u52d9\u4f9d\u7136\u5065\u5eb7\uff0c\u7528\u6236\u57fa\u672c\u76e4\u7a69\u56fa\uff0c\u4e14AI\u7522\u54c1\u7684\u65e9\u671f\u56de\u994b\u7a4d\u6975\uff0c\u9577\u671f\u524d\u666f\u503c\u5f97\u671f\u5f85\u3002\u5c0d\u65bc\u9577\u671f\u6295\u8cc7\u8005\u800c\u8a00\uff0c\u53ef\u4ee5\u9022\u4f4e\u4f48\u5c40\u3002<\/p>\n\n\n\n

GOOG 25Q3\u696d\u7e3e(\u7f8e\u5143)\uff1a\u4e0d\u50c5\u71df\u6536\u5275\u4e0b\u7d00\u9304\uff0cAI\u8b8a\u73fe\u6210\u679c\u4e5f\u5f97\u5230\u521d\u6b65\u9a57\u8b49\u3002\u7a40\u6b4c\u6b63\u63a1\u53d6\u201c\u5ee3\u544a\u70ba\u57fa\uff0cAI\u70ba\u528d\u201d\u7684\u6230\u7565\uff0c\u5373\u7528\u50b3\u7d71\u5ee3\u544a\u696d\u52d9\u7522\u751f\u7684\u96c4\u539a\u5229\u6f64\uff0c\u70baAI\u548c\u96f2\u7b49\u672a\u4f86\u589e\u9577\u5f15\u64ce\u63d0\u4f9b\u6e90\u6e90\u4e0d\u65b7\u7684\u8cc7\u91d1\u652f\u63f4\u3002\u5177\u6709\u8f03\u5f37\u7684\u9577\u671f\u6295\u8cc7\u50f9\u503c\u3002<\/p>\n\n\n\n

MSFT FY26Q1\u696d\u7e3e(\u7f8e\u5143)\uff1a\u589e\u9577\u5f37\u52c1\uff0c\u4f46\u5275\u7d00\u9304\u7684\u8cc7\u672c\u652f\u51fa\u548c\u672a\u4f86\u7684\u6295\u5165\u8a08\u756b\u53ef\u80fd\u6703\u6301\u7e8c\u58d3\u5236\u80a1\u50f9\u7684\u77ed\u671f\u8868\u73fe\u3002\u5e02\u5834\u9700\u8981\u6642\u9593\u6d88\u5316\u9ad8\u6295\u5165\u5e36\u4f86\u7684\u4e0d\u78ba\u5b9a\u6027\u3002\u9577\u671f\u770b\uff0c\u5fae\u8edf\u5728AI\u9818\u57df\u7684\u5168\u9762\u4f48\u5c40\u548c\u96f2\u696d\u52d9\u7684\u5f37\u52c1\u52e2\u982d\uff0c\u70ba\u5176\u9577\u671f\u589e\u9577\u5960\u5b9a\u4e86\u5805\u5be6\u57fa\u790e\u3002<\/p>\n\n\n\n

AMZN 25Q3\u696d\u7e3e(\u7f8e\u5143)\uff1aAWS\u96f2\u696d\u52d9\u589e\u901f\u5275\u4e0b\u4e09\u5e74\u4f86\u65b0\u9ad8\uff0c\u4ee5\u53ca\u5f37\u52c1\u7684Q4\u6307\u5f15\uff0c\u986f\u793a\u5f37\u52c1\u589e\u9577\u52e2\u982d\u3002\u5118\u7ba1\u9762\u81e8\u7af6\u722d\u548c\u6210\u672c\u58d3\u529b\uff0c\u4f46\u4e9e\u99ac\u905c\u5728\u96f2\u8a08\u7b97\u548cAI\u9818\u57df\u7684\u5168\u9762\u3001\u6e05\u6670\u7684\u6230\u7565\u4f48\u5c40\u548c\u5f37\u5927\u7684\u57f7\u884c\u529b\uff0c\u4f7f\u5176\u5728\u6355\u6349\u9577\u671f\u6578\u5b57\u7d93\u6fdf\u589e\u9577\u6a5f\u6703\u4e0a\u8655\u65bc\u6709\u5229\u4f4d\u7f6e\u3002\u9069\u5408\u770b\u597dAI\u548c\u96f2\u696d\u52d9\u9577\u671f\u524d\u666f\u3001\u4e26\u80fd\u63a5\u53d7\u77ed\u671f\u5229\u6f64\u6ce2\u52d5\u7684\u6210\u9577\u578b\u6295\u8cc7\u8005\u3002<\/p>\n\n\n\n

AAPL FY25Q4\u696d\u7e3e(\u7f8e\u5143)\uff1a\u71df\u6536\u548c\u6bcf\u80a1\u6536\u76ca\u5747\u5275\u4e0b\u6b77\u53f2\u65b0\u9ad8\uff0c\u4e14\u7d66\u51fa\u5f37\u52c1\u7684\u589e\u9577\u6307\u5f15\u3002\u5275\u7d00\u9304\u7684\u8a2d\u5099\u4fdd\u6709\u91cf\u548c\u6301\u7e8c\u589e\u9577\u7684\u670d\u52d9\u6536\u5165\uff0c\u69cb\u6210\u4e86\u516c\u53f8\u7a69\u5065\u7684\u8b77\u57ce\u6cb3\u3002\u4f46\u516c\u53f8\u5728AI\u9818\u57df\u7684\u9577\u671f\u7af6\u722d\u529b\u3001\u4ee5\u53ca\u5982\u4f55\u61c9\u5c0d\u4e2d\u570b\u5e02\u5834\u7684\u6311\u6230\uff0c\u4ecd\u9700\u6301\u7e8c\u89c0\u5bdf\u3002<\/p>\n\n\n\n

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

\u9ad8\u901a\u767c\u4f48\u5168\u65b0\u7684AI200\u8207AI250\u63a8\u7406\u52a0\u901f\u6676\u7247\u8207\u6a5f\u67b6\u7522\u54c1\uff0c\u4ee5\u8a18\u61b6\u9ad4\u7279\u8272\u8207\u66f4\u512aTCO\u6311\u6230\u73fe\u6709\u5c0d\u624b\u3002\u5176\u4e2d\uff0c\u9810\u5b9a\u65bc2026\u5e74\u4e0a\u5e02\u7684AI200\u55ae\u5361\u652f\u63f4768GB\u7684LPDDR\u8a18\u61b6\u9ad4\uff08\u4f4e\u529f\u8017\u52d5\u614b\u96a8\u6a5f\u5b58\u53d6\u8a18\u61b6\u9ad4\uff09\u3002\u4f5c\u70ba\u5c0d\u6bd4\uff0c\u82f1\u5049\u9054\u6700\u65b0\u7684GB300\u6bcf\u500bGPU\u914d\u5099288GB\u7684HBM3e\u8a18\u61b6\u9ad4\u3002\u9ad8\u901a\u5f37\u8abf\uff0c\u9019\u6b3e\u6676\u7247\u5074\u91cd\u65bc\u63a8\u7406\uff08\u904b\u884cAI\u6a21\u578b\uff09\uff0c\u800c\u4e0d\u662f\u8a13\u7df4\u3002<\/p>\n\n\n\n

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

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

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Chinese version only<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[295],"tags":[],"yoast_head":"\n27.10.2025 \u2013 31.10.2025 - META ELEPHANT<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/metaegh.com\/en\/2025\/11\/03\/27-10-2025-31-10-2025-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"27.10.2025 \u2013 31.10.2025 - META ELEPHANT\" \/>\n<meta property=\"og:description\" content=\"Chinese version only\" \/>\n<meta property=\"og:url\" content=\"https:\/\/metaegh.com\/en\/2025\/11\/03\/27-10-2025-31-10-2025-2\/\" \/>\n<meta property=\"og:site_name\" content=\"META ELEPHANT\" \/>\n<meta property=\"article:published_time\" content=\"2025-11-03T11:41:50+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-03T11:42:48+00:00\" \/>\n<meta name=\"author\" content=\"metaegh-webmaster\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"metaegh-webmaster\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/metaegh.com\/en\/2025\/11\/03\/27-10-2025-31-10-2025-2\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/metaegh.com\/en\/2025\/11\/03\/27-10-2025-31-10-2025-2\/\"},\"author\":{\"name\":\"metaegh-webmaster\",\"@id\":\"https:\/\/metaegh.com\/en\/#\/schema\/person\/a5fb96de695c33e37be7b275e6ee556b\"},\"headline\":\"27.10.2025 \u2013 31.10.2025\",\"datePublished\":\"2025-11-03T11:41:50+00:00\",\"dateModified\":\"2025-11-03T11:42:48+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/metaegh.com\/en\/2025\/11\/03\/27-10-2025-31-10-2025-2\/\"},\"wordCount\":59,\"publisher\":{\"@id\":\"https:\/\/metaegh.com\/en\/#organization\"},\"articleSection\":[\"Global Economic Update\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/metaegh.com\/en\/2025\/11\/03\/27-10-2025-31-10-2025-2\/\",\"url\":\"https:\/\/metaegh.com\/en\/2025\/11\/03\/27-10-2025-31-10-2025-2\/\",\"name\":\"27.10.2025 \u2013 31.10.2025 - 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