{"id":92276,"date":"2026-02-04T13:55:03","date_gmt":"2026-02-04T05:55:03","guid":{"rendered":"https:\/\/metaegh.com\/?p=92276"},"modified":"2026-02-04T13:57:56","modified_gmt":"2026-02-04T05:57:56","slug":"%e5%a6%82%e4%bd%95%e5%8f%82%e4%b8%8e-ai-%e8%bd%af%e4%bb%b6%e5%ba%94%e7%94%a8%e7%9a%84%e6%8a%95%e8%b5%84","status":"publish","type":"post","link":"https:\/\/metaegh.com\/zh-hans\/2026\/02\/04\/%e5%a6%82%e4%bd%95%e5%8f%82%e4%b8%8e-ai-%e8%bd%af%e4%bb%b6%e5%ba%94%e7%94%a8%e7%9a%84%e6%8a%95%e8%b5%84\/","title":{"rendered":"\u5982\u4f55\u53c2\u4e0e AI \u8f6f\u4ef6\u5e94\u7528\u7684\u6295\u8d44"},"content":{"rendered":"\n

\u6458\u8981<\/strong><\/strong><\/p>\n\n\n\n

1\uff09\u5404\u884c\u4e1a\u516c\u53f8\u90fd\u5728\u52a0\u5feb\u91c7\u7528 AI \u5e94\u7528\u65b9\u6848\uff0cAI \u6b63\u6210\u4e3a\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\u548c\u52a0\u5f3a\u7ade\u4e89\u4f18\u52bf\u7684\u91cd\u8981\u9a71\u52a8\u529b\u3002<\/p>\n\n\n\n

2\uff092025 \u5e74\u4e8c\u5b63\u5ea6\uff0c\u8f6f\u4ef6\u884c\u4e1a\u5927\u90e8\u5206\u4f01\u4e1a\u7684\u4e1a\u7ee9\u8868\u73b0\u4e0d\u9519\uff0c\u4f46\u80a1\u4ef7\u8868\u73b0\u4e0d\u4f73\u3002\u56e0\u4e3a\uff0c\u6295\u8d44\u8005\u62c5\u5fc3 GenAI \u5bf9\u4f20\u7edf\u8f6f\u4ef6\u516c\u53f8\u6709\u957f\u671f\u5a01\u80c1\u3002\u4f46\u662f\uff0c\u5176\u5ffd\u89c6\u4e86\u4f20\u7edf\u8f6f\u4ef6\u516c\u53f8\u5229\u7528 GenAI \u5e26\u6765\u65b0\u4ef7\u503c\u7684\u80fd\u529b\u3002<\/p>\n\n\n\n

3\uff09IT \u652f\u51fa\u548c AI \u652f\u51fa\u7684\u9884\u7b97\u8868\u660e\uff0c\u8f6f\u4ef6\u884c\u4e1a\u6709\u671b\u89e6\u5e95\u53cd\u5f39\u3002\u4f46\u91cd\u8981\u7684\u662f\uff0c\u9700\u8981\u627e\u5230\u4f20\u7edf\u6838\u5fc3\u4e1a\u52a1\u7a33\u5b9a\uff0c\u5e76\u80fd\u5229\u7528 GenAI \u6269\u5927\u81ea\u8eab\u673a\u4f1a\u7684\u4f18\u8d28\u516c\u53f8\u3002<\/p>\n\n\n\n

\u4e00\u3001<\/strong>AI<\/strong>\u5e94\u7528\u5b9e\u4f8b<\/strong><\/p>\n\n\n\n

\u5404\u884c\u4e1a\u516c\u53f8\u90fd\u5728\u52a0\u5feb\u91c7\u7528\u4eba\u5de5\u667a\u80fd\u89e3\u51b3\u65b9\u6848\uff0c\u4ece\u81ea\u52a8\u5316\u4f9b\u5e94\u94fe\u3001\u5ba2\u6237\u670d\u52a1\uff0c\u5230\u8d22\u52a1\u9884\u6d4b\u3001\u52a0\u901f\u7814\u53d1\uff0c\u4ee5\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\u3001\u6539\u5584\u5ba2\u6237\u548c\u5458\u5de5\u4f53\u9a8c\u3001\u5347\u7ea7\u4ea7\u54c1\u3001\u589e\u5f3a\u8425\u9500\u6548\u679c\uff0c\u4eba\u5de5\u667a\u80fd\u6b63\u6210\u4e3a\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\u548c\u52a0\u5f3a\u7ade\u4e89\u4f18\u52bf\u7684\u91cd\u8981\u9a71\u52a8\u529b\u3002\u4e0b\u9762\u6211\u4eec\u5c06\u5c55\u793a\u4e0d\u540c\u884c\u4e1a\u516c\u53f8\u91c7\u7528\u4eba\u5de5\u667a\u80fd\u6765\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\u548c\u63a8\u52a8\u4e1a\u7ee9\u7684\u5404\u79cd\u5b9e\u4f8b\u3002<\/p>\n\n\n\n

1<\/strong>\u3001<\/strong>TMT: Amazon<\/strong><\/p>\n\n\n\n

\u4e2a\u6027\u5316\uff1a\u540d\u4e3a\u201cRufus\u201d\u7684\u4eba\u5de5\u667a\u80fd\u8d2d\u7269\u52a9\u624b\u4e3a\u4e9a\u9a6c\u900a\u8d2d\u7269\u8005\u63d0\u4f9b\u4e2a\u6027\u5316\u63a8\u8350\uff0c\u603b\u7ed3\u5ba2\u6237\u8bc4\u4ef7\u5e76\u5feb\u901f\u6536\u96c6\u4ea7\u54c1\u4fe1\u606f\u3002<\/p>\n\n\n\n

\u56fe\u7247\u641c\u7d22\uff1a\u201cAmazon Lens\u201d\u5141\u8bb8\u987e\u5ba2\u901a\u8fc7\u63d0\u4ea4\u4ea7\u54c1\u7167\u7247\u5728\u7ebf\u67e5\u627e\u4ea7\u54c1\u3002<\/p>\n\n\n\n

\u5ba2\u6237\u652f\u6301\uff1a\u57fa\u4e8e\u4e9a\u9a6c\u900a Nova Sonic \u6a21\u578b\u7684 AI \u5ba2\u670d\uff0c\u5b9e\u73b0\u8bed\u97f3\u7406\u89e3\u548c\u751f\u6210\uff0c\u5e76\u4ee5\u4eba\u7c7b\u58f0\u97f3\u56de\u7b54\u3002\u8be5\u5de5\u5177\u80fd\u4ee5\u4f01\u4e1a\u6570\u636e\uff08\u5e93\u5b58\u3001\u65e5\u7a0b\u5b89\u6392\uff09\u4e3a\u57fa\u7840\u56de\u7b54\u95ee\u9898\uff0c\u4ece\u800c\u63d0\u4f9b\u5168\u9762\u89e3\u7b54\u3002<\/p>\n\n\n\n

\u7f16\u7801\u52a9\u624b\uff1aAmazon Q \u662f\u4e00\u6b3e\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u52a9\u624b\uff0c\u7528\u4e8e\u4ee3\u7801\u5efa\u8bae\u3001\u53d1\u73b0\u5b89\u5168\u6f0f\u6d1e\u3002<\/p>\n\n\n\n

2<\/strong>\u3001<\/strong>Financials: Bank of America<\/strong><\/p>\n\n\n\n

AI\u4ee3\u7406\uff1aErica \u662f\u7f8e\u94f6\u7684 AI \u4ee3\u7406\uff0c\u901a\u8fc7\u63d0\u4f9b\u81ea\u52a9\u670d\u52a1\u5e2e\u52a9\u6574\u4e2a\u516c\u53f8\u63d0\u9ad8\u6548\u7387\u3002\u4f8b\u5982\uff0c\u5f00\u6237\u3001\u4fee\u6539\u4e2a\u4eba\u4fe1\u606f\u3001\u8d37\u6b3e\u5ba1\u6279\u3002\u603b\u6d3b\u8dc3\u7528\u6237\u8fbe 2000 \u4e07\uff0c\u4e92\u52a8\u6b21\u6570\u8fd1 30 \u4ebf\u6b21\u3002<\/p>\n\n\n\n

\u641c\u7d22\u4e0e\u603b\u7ed3\uff1a\u201cask MERRILL\u201d\u548c\u201cask PRIVATE BANK\u201d\u65e8\u5728\u9ad8\u6548\u5730\u4e3a\u987e\u95ee\u67e5\u627e\u8d44\u6e90\u548c\u6574\u7406\u4fe1\u606f\u3002\u7531\u6295\u8d44\u94f6\u884c\u548c\u79c1\u4eba\u94f6\u884c\u4f7f\u7528\u7684\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u5e73\u53f0\uff0c\u7528\u4e8e\u641c\u7d22\u3001\u603b\u7ed3\u3001\u7efc\u5408\u5185\u90e8\u7814\u7a76\u53ca\u5e02\u573a\u8bc4\u8bba\u3002<\/p>\n\n\n\n

3<\/strong>\u3001<\/strong>Healthcare: UnitedHealth Group<\/strong><\/p>\n\n\n\n

\u4e2a\u6027\u5316\u641c\u7d22\uff1a\u5ba2\u6237\u80fd\u591f\u901a\u8fc7\u4e2a\u6027\u5316\u7684\u4eba\u5de5\u667a\u80fd\u641c\u7d22\u5de5\u5177\u201cSmart Choice\u201d\uff0c\u67e5\u627e\u4f9b\u5e94\u5546\u5e76\u53d1\u73b0\u76f8\u5173\u4fe1\u606f\u3002\u8be5\u5de5\u5177\u901a\u8fc7\u5206\u6790\u5ba2\u6237\u4e2a\u4eba\u4fe1\u606f\u548c\u8fd1\u671f\u7406\u8d54\u6570\u636e\uff0c\u5e76\u6839\u636e\u624b\u672f\u548c\u4e13\u79d1\u7c7b\u522b\u5bf9\u4fe1\u606f\u8fdb\u884c\u5206\u7c7b\uff0c\u4ee5\u786e\u5b9a\u6ee1\u8db3\u7279\u5b9a\u60a3\u8005\u6240\u9700\u7684\u670d\u52a1\u3002<\/p>\n\n\n\n

AI\u5ba2\u670d\uff1a\u5ba2\u6237\u53ef\u4ee5\u901a\u8fc7\u624b\u673a\u5e94\u7528\u7a0b\u5e8f\u83b7\u5f97\u4eba\u5de5\u667a\u80fd\u5b9e\u65f6\u56de\u7b54\u3002AI \u5ba2\u670d\u8fd8\u4e3a\u4eba\u5de5\u5ba2\u670d\u63d0\u4f9b\u5ba2\u6237\u5386\u53f2\u548c\u798f\u5229\u7684\u6458\u8981\uff0c\u63d0\u9ad8\u670d\u52a1\u6548\u7387\u3002<\/p>\n\n\n\n

\u75be\u75c5\u9884\u6d4b\uff1a\u4eba\u5de5\u667a\u80fd\u5de5\u5177\u901a\u8fc7\u5206\u6790\u60a3\u8005\u75c5\u5386\uff0c\u66f4\u65e9\u5730\u53d1\u73b0\u5065\u5eb7\u98ce\u9669\uff0c\u5e76\u751f\u6210\u4e2a\u6027\u5316\u7684\u6cbb\u7597\u65b9\u6848\u3002<\/p>\n\n\n\n

\u7d22\u8d54\u5904\u7406\uff1a\u4eba\u5de5\u667a\u80fd\u534f\u52a9\u8fdb\u884c\u7d22\u8d54\u8bc4\u4f30\uff0c\u4f46\u4e0d\u62e5\u6709\u6700\u7ec8\u51b3\u5b9a\u6743\uff0c\u4ee5\u51cf\u5c11\u56e0\u4eba\u5de5\u4efb\u52a1\u6548\u7387\u4f4e\u4e0b\u548c\u6f5c\u5728\u9519\u8bef\u3002\u8ba1\u5212\u8fdb\u4e00\u6b65\u5229\u7528\u4eba\u5de5\u667a\u80fd\uff0c\u901a\u8fc7\u626b\u63cf\u5404\u7c7b\u5e73\u53f0\u6765\u67e5\u627e\u7406\u8d54\u7533\u8bf7\u4e2d\u7f3a\u5931\u7684\u4fe1\u606f\uff0c\u6bd4\u5982\u96c7\u4e3b\u7684\u798f\u5229\u653f\u7b56\u3002<\/p>\n\n\n\n

\u4e8c\u3001\u80a1\u4ef7\u56de\u987e<\/strong><\/p>\n\n\n\n

\u8fc7\u53bb\u4e24\u5e74\uff0cSaaS\u884c\u4e1a\u80a1\uff08MSXXSAAS\uff09\u7684\u5e74\u5316\u56de\u62a5\u4e3a 7.9%\uff0c\u8fdc\u8fdc\u843d\u540e\u4e8e\u5176\u4ed6\u884c\u4e1a\u6307\u6570\u3002\u8868\u73b0\u6700\u597d\u7684\u662f\u534a\u5bfc\u4f53\u884c\u4e1a\u80a1\uff08SMH\uff09\uff0c\u5e74\u5316\u56de\u62a5 46.6%\u3002\u4f46\u662f\uff0c\u80fd\u8fd0\u7528 AI \u4f5c\u4e3a\u589e\u957f\u52a8\u529b\u7684\u8f6f\u4ef6\u80a1\uff08GSTMTAIS\uff09\uff0c\u8868\u73b0\u5e76\u4e0d\u5dee\uff0c\u56de\u62a5 33.3%\uff0c\u597d\u4e8e S&P 500 \u548c NASDAQ\u3002<\/p>\n\n\n\n

2025 \u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8f6f\u4ef6\u884c\u4e1a\u7684\u4e1a\u7ee9\u663e\u793a\uff0c\u5927\u90e8\u5206\u516c\u53f8\u7684\u8425\u6536\u3001Non-GAAP \u8425\u4e1a\u5229\u6da6\u7387\u3001Non-GAAP EPS \u8d85\u51fa\u9884\u671f\uff0c\u5e76\u88ab\u4e0a\u8c03\u4e86 2025 \u5e74\u7684\u4e1a\u7ee9\u9884\u671f\u3002\u7136\u800c\u5176\u80a1\u4ef7\u8868\u73b0\u4f9d\u7136\u4e0d\u4f73\uff0c\u8be5\u677f\u5757\u7684\u6301\u7eed\u75b2\u5f31\u4e25\u91cd\u6253\u51fb\u4e86\u6295\u8d44\u8005\u60c5\u7eea\u3002\u4f46\u662f\uff0c\u62d6\u7d2f\u8be5\u884c\u4e1a\u7684\u5e76\u975e\u57fa\u672c\u9762\u56e0\u7d20\uff0c\u800c\u662f\u5bf9\u4eba\u5de5\u667a\u80fd\u7684\u957f\u671f\u5f71\u54cd\u6301\u6709\u60b2\u89c2\u770b\u6cd5\u3002\u8fd9\u4e9b\u98ce\u9669\u5305\u62ec AI \u521d\u521b\u4f01\u4e1a\u98ce\u9669\u3001DIY \u98ce\u9669\uff08\u66f4\u591a\u516c\u53f8\u9009\u62e9\u81ea\u884c\u5f00\u53d1\u8f6f\u4ef6\uff0c\u800c\u975e\u4ece\u7b2c\u4e09\u65b9\u4f9b\u5e94\u5546\u91c7\u8d2d\uff09\u3001\u5e2d\u4f4d\u4e0b\u964d\u98ce\u9669\u3002<\/p>\n\n\n\n

\u6295\u8d44\u8005\u60b2\u89c2\u5730\u8ba4\u4e3a GenAI \u5bf9\u4f20\u7edf\u8f6f\u4ef6\u516c\u53f8\u7684\u98ce\u9669\u592a\u5927\uff0c\u800c\u5ffd\u89c6\u4e86\u73b0\u6709\u4f9b\u5e94\u5546\u5229\u7528 GenAI \u5e26\u6765\u65b0\u4ef7\u503c\u7684\u80fd\u529b\u3002\u56e0\u4e3a\u4eba\u4eec\u4ee5\u4e3a\uff0cGenAI \u521d\u521b\u516c\u53f8\u610f\u5473\u7740\u8981\u4e0e\u65e7\u8f6f\u4ef6\u516c\u53f8\u76f4\u63a5\u7ade\u4e89\u3002\u4f46\u65b0\u7684 GenAI \u80fd\u529b\u4ee3\u8868\u7740\u529f\u80fd\u7684\u6269\u5c55\uff0c\u80fd\u591f\u63d0\u5347\u8bb8\u591a\u73b0\u6709\u8f6f\u4ef6\u7684\u6548\u7387\u3002<\/p>\n\n\n\n

Snowflake \u662f\u4e00\u4e2a\u5f88\u597d\u7684\u4f8b\u8bc1\u3002\u53bb\u5e74\uff0c\u6295\u8d44\u8005\u8fc7\u5ea6\u62c5\u5fe7\u5927\u8bed\u8a00\u6a21\u578b\uff08LLM\uff09\u4f1a\u6d88\u9664\u5bf9\u7ed3\u6784\u5316\u6570\u636e\u5e93\u7684\u9700\u6c42\u3002\u4f46\u4e00\u5e74\u540e\uff0c\u901a\u8fc7\u4ea7\u54c1\u6536\u5165\u7684\u7a33\u5b9a\uff0cSnowflake \u5411\u6295\u8d44\u8005\u5c55\u793a\u4e86\u5176\u6838\u5fc3\u5e02\u573a\u673a\u4f1a\u7684\u6301\u4e45\u6027\uff0c\u5e76\u901a\u8fc7\u52a0\u5feb\u521b\u65b0\u6b65\u4f10\uff0c\u5f88\u597d\u5730\u8bf4\u660e GenAI \u5982\u4f55\u80fd\u63d0\u9ad8\u5176\u5e73\u53f0\u7684\u6548\u7387\u3002\u4f8b\u5982\uff0cCortex Search \u4f7f\u7528 LLM \u4f7f\u66f4\u5e7f\u6cdb\u7684\u7528\u6237\u80fd\u591f\u901a\u8fc7\u81ea\u7136\u8bed\u8a00\u67e5\u8be2\u5e73\u53f0\u4e2d\u7684\u6570\u636e\uff08\u800c\u4e0d\u4ec5\u4ec5\u662f\u90a3\u4e9b\u80fd\u591f\u7f16\u5199 SQL \u7684\u6570\u636e\u5206\u6790\u5e08\uff09\u3002\u673a\u4f1a\u5c31\u5728\u90a3\u4e9b\u80fd\u591f\u6210\u4e3a\u4e0b\u4e00\u4e2a Snowflake \u7684\u8001\u724c\u4f01\u4e1a\u2014\u2014\u5b83\u4eec\u7684\u6838\u5fc3\u4e1a\u52a1\u7a33\u5b9a\uff0c\u521b\u65b0\u6b65\u4f10\u5feb\uff0c\u80fd\u591f\u5728\u5e73\u53f0\u4e0a\u5f88\u597d\u5730\u8d4b\u80fd GenAI \u80fd\u529b\uff0c\u4ece\u800c\u6269\u5927\u81ea\u8eab\u673a\u4f1a\u3002<\/p>\n\n\n\n

\u4e09\u3001<\/strong>IT <\/strong>\u652f\u51fa\u9884\u7b97<\/strong><\/p>\n\n\n\n

\u652f\u51fa\u610f\u5411\u8c03\u67e5\u663e\u793a\uff0c\u9884\u8ba1 2025 \u5e74IT\u652f\u51fa\u589e\u957f 3.6%\uff0c\u4e0e\u4e4b\u524d\u7684\u8c03\u67e5\u7ed3\u679c\u4e00\u81f4\u3002\u4f46\u4ecd\u4f4e\u4e8e\u957f\u671f\u5e73\u5747\u503c 4.1%\u3002<\/p>\n\n\n\n

\u652f\u51fa\u610f\u5411\u8c03\u67e5\u663e\u793a\uff0c\u9884\u8ba1 2026 \u5e74\u5916\u90e8 IT \u652f\u51fa\u5c06\u9002\u5ea6\u52a0\u901f\uff0c\u8fbe 3.8%\uff082025 \u5e74\u4e3a 3.6%\uff09\uff0c\u540c\u6bd4\u589e\u957f 21 \u4e2a\u57fa\u70b9\u3002\u4f46\u589e\u957f\u9884\u671f\u4ecd\u4f4e\u4e8e\u957f\u671f\u5e73\u5747\u6c34\u5e73\uff082010 \u5e74\u81f3 2019 \u5e74\u4e3a 4.1%\uff0c2017 \u5e74\u81f3 2019 \u5e74\u4e3a 4.7%\uff09\u3002<\/p>\n\n\n\n

\u8f6f\u4ef6\u884c\u4e1a\u4ecd\u662f\u589e\u957f\u6700\u5feb\u7684\u884c\u4e1a\uff08\u540c\u6bd4\u589e\u957f 15 \u4e2a\u57fa\u70b9\uff0c\u8fbe 3.9%\uff09\u3002\u901a\u4fe1\u884c\u4e1a\u540c\u6bd4\u589e\u957f 4 \u4e2a\u57fa\u70b9\uff0c\u8fbe 3.0%\uff0c\u7d27\u968f\u5176\u540e\u7684\u662f IT \u670d\u52a1\u884c\u4e1a\uff08\u540c\u6bd4\u589e\u957f 16 \u4e2a\u57fa\u70b9\uff0c\u8fbe 2.5%\uff09\u3002\u786c\u4ef6\u5c06\u662f 2026 \u5e74\u589e\u957f\u6700\u6162\u7684\u884c\u4e1a\uff0c\u540c\u6bd4\u589e\u957f 9 \u4e2a\u57fa\u70b9\uff0c\u8fbe 1.6%\u3002<\/p>\n\n\n\n

3 \u5e74\u671f IT \u9884\u7b97\u4fee\u8ba2\u6bd4\u7387\u6e29\u548c\u4e0a\u5347\uff0c\u4e3a 3.6 \u500d\uff08\u4f4e\u4e8e 3 \u5e74\u5e73\u5747\u503c 3.8 \u500d\uff09\uff0c\u4ecd\u5904\u4e8e\u5065\u5eb7\u6c34\u5e73\uff0c\u7ee7\u7eed\u652f\u6301\u4e2d\u671f\u4e50\u89c2\u524d\u666f\u300236% \u9884\u8ba1\u672a\u6765 3 \u5e74 IT \u652f\u51fa\u5360\u603b\u6536\u5165\u7684\u6bd4\u4f8b\u5c06\u4e0a\u5347\uff08\u4e0e 2025 \u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684 37% \u76f8\u6bd4\u7565\u6709\u4e0b\u964d\uff09\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u53ea\u6709 10% \u9884\u8ba1 IT \u652f\u51fa\u5360\u6536\u5165\u7684\u6bd4\u4f8b\u5c06\u4e0b\u964d\uff08\u4e0e 2025 \u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684 11%\u76f8\u6bd4\u7565\u6709\u4e0b\u964d\uff09\u3002<\/p>\n\n\n\n

\u56db\u3001<\/strong>AI<\/strong>\u652f\u51fa<\/strong><\/p>\n\n\n\n

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\u4e94\u3001<\/strong>AI<\/strong>\u8f6f\u4ef6\u65b0\u5468\u671f<\/strong><\/p>\n\n\n\n

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