{"id":10304904,"date":"2026-06-24T04:31:30","date_gmt":"2026-06-23T20:31:30","guid":{"rendered":"https:\/\/twkeypoint.com\/?p=10304904"},"modified":"2026-06-24T04:31:30","modified_gmt":"2026-06-23T20:31:30","slug":"%e5%8f%b0%e7%81%a3%e6%96%b0%e8%81%9e%e9%80%9a%e8%a8%8a%e7%a4%be-ai%e4%be%9b%e6%87%89%e9%8f%88%e7%93%b6%e9%a0%b8%ef%bc%81%e7%99%bd%e6%af%9b%e8%82%a1%e7%a5%9e%ef%bc%9a%e9%80%99%e6%aa%94%e5%85%89","status":"publish","type":"post","link":"https:\/\/twkeypoint.com\/index.php\/2026\/06\/24\/%e5%8f%b0%e7%81%a3%e6%96%b0%e8%81%9e%e9%80%9a%e8%a8%8a%e7%a4%be-ai%e4%be%9b%e6%87%89%e9%8f%88%e7%93%b6%e9%a0%b8%ef%bc%81%e7%99%bd%e6%af%9b%e8%82%a1%e7%a5%9e%ef%bc%9a%e9%80%99%e6%aa%94%e5%85%89\/","title":{"rendered":"\u53f0\u7063\u65b0\u805e\u901a\u8a0a\u793e-AI\u4f9b\u61c9\u93c8\u74f6\u9838\uff01\u767d\u6bdb\u80a1\u795e\uff1a\u9019\u6a94\u5149\u96fb\u80a1\u3000\u71df\u6536\u6709\u671b\u885d800%"},"content":{"rendered":"\n
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\n\n\n<\/a>\n<\/p>\n\n\n

\n<\/p>\n\n\n

\n<\/p>\n\n\n

\n\u5c0e\u89bd\u76ee\u9304\uff1a \u5e02\u5834\u9700\u6c42\u5927\u5674\u767c\uff01\u7965\u8302\u71df\u6536\u6709\u671b\u76f4\u885d800% \u300c\u767d\u6bdb\u80a1\u795e\u300d\u9577\u671f\u770b\u597d\uff01\u5e02\u503c\u4e00\u5e74\u5f8c\u4e0a\u770b2.22\u5146 \u5149\u901a\u8a0a\u4f9b\u61c9\u7684\u6838\u5fc3\u7bc0\u9ede\uff01\u5149\u6a21\u7d44\u3001InP\u96f7\u5c04\u6676\u7247\u4e00\u628a\u6293<\/p>\n\n\n

\n\u300c\u767d\u6bdb\u80a1\u795e\u300dSerenity\u65e5\u524d\u5927\u81bd\u9810\u6e2c\uff0c\u7f8e\u570b\u5149\u5b78\u5143\u4ef6\u4f9b\u61c9\u5546\u7965\u8302\u5149\u96fb\uff08AAOI\uff09\u7684\u71df\u6536\u5e74\u589e\u7387\u6709\u671b\u76f4\u885d800%\uff0c\u4ee5\u50c5128\u5104\u7f8e\u5143\uff08\u7d044053\u5104\u53f0\u5e63\uff09\u7684\u5e02\u503c\u898f\u6a21\uff0c\u5275\u9020\u51fa\u9ad8\u905456\u5104\u7f8e\u5143\uff08\u7d041773\u5104\u53f0\u5e63\uff09\u7684\u9a5a\u4eba\u5e74\u71df\u6536\u3002<\/p>\n\n\n

\n\u5e02\u5834\u9700\u6c42\u5927\u5674\u767c\uff01\u7965\u8302\u71df\u6536\u6709\u671b\u76f4\u885d800%<\/p>\n\n\n

\nSerenity\u65bc22\u65e5\u5728X\u5e73\u53f0\u767c\u6587\u8868\u793a\uff0c\u4ed6\u9810\u671f\u7965\u8302\u7684\u6708\u71df\u6536\u5c07\u5f9e4.71\u5104\u7f8e\u5143\uff08\u7d04149\u5104\u53f0\u5e63\uff09\uff0c\u6301\u7e8c\u5f80\u4e0a\u72c2\u98c6\uff0c\u56e0\u70ba\u5e02\u5834\u9700\u6c42\u4f3c\u4e4e\u76f4\u81f32028\u5e74\u90fd\u6703\u5448\u73fe\u5927\u5674\u767c\u3002\u96a8\u8457\u7522\u696d\u6574\u9ad4\u4f9b\u61c9\u5403\u7dca\uff0c\u8d85\u5fae\uff08AMD\uff09\u548c\u5404\u5927\u96f2\u7aef\u670d\u52d9\u5546\uff08CSP\uff09\u56db\u8655\u5954\u6ce2\u3001\u6025\u65bc\u7c3d\u7f72\u9577\u671f\u4f9b\u8ca8\u5408\u7d04\uff08LTA\uff09\uff0c\u7965\u8302\u7684\u5e73\u5747\u7522\u54c1\u552e\u50f9\uff08AAOI\uff09\u8207\u6bdb\u5229\u7387\u9810\u6599\u540c\u6a23\u6703\u6c34\u6f32\u8239\u9ad8\u3002<\/p>\n\n\n

\n\u300c\u767d\u6bdb\u80a1\u795e\u300d\u9577\u671f\u770b\u597d\uff01\u5e02\u503c\u4e00\u5e74\u5f8c\u4e0a\u770b2.22\u5146<\/p>\n\n\n

\n\u7531\u53f0\u5357\u4eba\u6797\u8a8c\u7965\u6210\u7acb\u7684\u7965\u8302\u5149\u96fb\uff0c\u4e00\u76f4\u7372\u5f97Serenity\u9752\u775e\u3002\u6839\u64da\u7db2\u53cbSHOUHA AI\u5c0d\u517633\u7bc7\u76f8\u95dc\u63a8\u6587\u7684\u6574\u7406\uff0cSerenity\u81ea\u5f9e\u7965\u8302\u6bcf\u80a120\u81f330\u7f8e\u5143\uff08\u7d04633\u81f3950\u53f0\u5e63\uff09\u4e4b\u6642\u5c31\u4e88\u4ee5\u770b\u597d\uff0c\u5373\u4fbf\u80a1\u50f9\u4e00\u8def\u7ffb\u6f327\u500d\u81f3170\u7f8e\u5143\uff08\u7d045383\u53f0\u5e63\uff09\uff0c\u4ed6\u4e5f\u898f\u5283\u56de\u8abf\u6642\u52a0\u78bc\u6301\u5009\uff0c\u751a\u81f3\u7a31\u5176\u70ba\u6700\u611b\u7684\u7f8e\u80a1\u5149\u901a\u8a0a\u591a\u982d\u4e4b\u4e00\uff0c\u5e02\u503c\u4e00\u5e74\u5f8c\u53ef\u80fd\u4e0a\u770b700\u5104\u7f8e\u5143\uff08\u7d042.22\u5146\u53f0\u5e63\uff09\u3002<\/p>\n\n\n

\n\u5149\u901a\u8a0a\u4f9b\u61c9\u7684\u6838\u5fc3\u7bc0\u9ede\uff01\u5149\u6a21\u7d44\u3001InP\u96f7\u5c04\u6676\u7247\u4e00\u628a\u6293<\/p>\n\n\n

\nSHOUHA AI\u6307\u51fa\uff0c\u5728Serenity\u7684\u773c\u4e2d\uff0c\u7965\u8302\u4e0d\u53ea\u662f\u77ed\u7dda\u4ea4\u6613\uff0c\u66f4\u662f\u5149\u901a\u8a0a\u4f9b\u61c9\u7684\u6838\u5fc3\u7bc0\u9ede\u3002\u7531\u65bc\u5927\u578b\u96f2\u7aef\u670d\u52d9\u5546\u5c0d\u9ad8\u901f\u5149\u6a21\u7d44\u548c\u96f7\u5c04\u7522\u80fd\u7684\u9700\u6c42\u5347\u6eab\uff0c\u8f1d\u9054\uff08Nvidia\uff09\u3001\u8d85\u5fae\u3001\u4e9e\u99ac\u905c\uff08Amazon\uff09\u7b49\u73a9\u5bb6\u4e5f\u6703\u6436\u653b\u4e0a\u6e38\u5149\u901a\u8a0a\u4f9b\u61c9\u93c8\uff0c\u5728\u9396\u7522\u80fd\u7684\u7af6\u722d\u7576\u4e2d\uff0c\u96f7\u5c04\u7522\u80fd\u958b\u59cb\u5c07\u6210\u70ba\u74f6\u9838\u3002\u82e5\u5c07\u6574\u500bAI\u7522\u696d\u93c8\u6524\u958b\uff0c\u5f9e\u4e0b\u6e38\u5f80\u4e0a\u6e38\u8d70\uff0c\u8cc7\u6599\u4e2d\u5fc3\u3001\u4ea4\u63db\u6a5f\u7cfb\u7d71\u3001\u5149\u6a21\u7d44\u8207\u6536\u767c\u5668\u3001\u96f7\u5c04\u6676\u7247\uff0c\u4ee5\u53caInP\uff08\u78f7\u5316\u92a6\uff09\u5916\u5ef6\u8207\u6676\u5713\u88fd\u9020\uff0c\u8d8a\u5f80\u4e0a\u6e38\u4f9b\u61c9\u5546\u5c31\u8d8a\u5c11\u3001\u64f4\u7522\u8d8a\u6162\u3001\u6280\u8853\u58c1\u58d8\u8d8a\u9ad8\u3002\u800c\u7965\u8302\u6070\u597d\u662f\u5c11\u6578\u65e2\u505a\u4e0b\u6e38\u5149\u6a21\u7d44\uff0c\u53c8\u88fd\u9020\u4e0a\u6e38\u96f7\u5c04\u6676\u7247\u7684\u5782\u76f4\u6574\u5408\u5ee0\u5546\uff0c\u56e0\u6b64\u638c\u63e1\u4e86\u5149\u901a\u8a0a\u4f9b\u61c9\u93c8\u6700\u7a00\u7f3a\u7684\u677f\u584a\u3002\u6b64\u5916\uff0c\u7965\u8302\u9664\u4e86\u5728\u4e2d\u570b\u548c\u53f0\u7063\u8a2d\u5ee0\uff0c\u4e5f\u5728\u63a8\u52d5\u7f8e\u570b\u7522\u80fd\u64f4\u5f35\uff0c\u53ef\u80fd\u5403\u5230\u672c\u571f\u88fd\u9020\u7d05\u5229\u3002<\/p>\n\n\n

\nThat\u2019s for you to decide.But just throwing this out there:If $AAOI hits projections, that\u2019s over 800%+ Y\/Y growth, and $5.6B revenue annualized off $12.8B MC.My guess is that the $471m\/month will keep going up as demand seems to scale exponentially into 2028.I\u2019d expect\u2026 https:\/\/t.co\/QrG5neL6SI\u2014 Serenity (@aleabitoreddit) June 22, 2026<\/p>\n\n\n

\n\u4e09\u7acb\u65b0\u805e\u7db2\u63d0\u9192\u60a8\uff1a<\/p>\n\n\n

\n\u5167\u5bb9\u50c5\u4f9b\u53c3\u8003\uff0c\u6295\u8cc7\u4eba\u65bc\u6c7a\u7b56\u6642\u61c9\u5be9\u614e\u8a55\u4f30\u98a8\u96aa\uff0c\u4e26\u5c31\u6295\u8cc7\u7d50\u679c\u81ea\u884c\u8ca0\u8cac\u3002\u6295\u8cc7\u4e00\u5b9a\u6709\u98a8\u96aa\uff0c\u57fa\u91d1\u6295\u8cc7\u6709\u8cfa\u6709\u8ce0\uff0c\u7533\u8cfc\u524d\u61c9\u8a73\u95b1\u516c\u958b\u8aaa\u660e\u66f8\u3002<\/p>\n\n\n

\n<\/p>\n\n\n

\n2026\/06\/24 04:31<\/p>\n\n\n

\n\u8f49\u8f09\u81ea\u4e09\u7acb\u65b0\u805e\u7db2: https:\/\/www.setn.com\/\/News.aspx?NewsID=1861231&utm_campaign=viewallnews<\/p>\n\n<\/div>\n\n\n

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\u6700\u65b0\u6587\u7ae0<\/span><\/h2><\/div><\/div><\/div>

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