{"id":307906,"date":"2019-12-02T17:02:42","date_gmt":"2019-12-03T01:02:42","guid":{"rendered":"https:\/\/nai500.com\/?p=307906"},"modified":"2019-12-02T17:02:42","modified_gmt":"2019-12-03T01:02:42","slug":"%e8%a5%bf%e9%83%a8%e6%95%b0%e6%8d%ae%e5%92%8c%e7%be%8e%e5%85%89-%e8%8a%af%e7%89%87-%e7%a1%ac%e7%9b%98-%e8%a1%8c%e4%b8%9a%e5%91%a8%e6%9c%9f%e5%ba%95%e9%83%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2019\/12\/%e8%a5%bf%e9%83%a8%e6%95%b0%e6%8d%ae%e5%92%8c%e7%be%8e%e5%85%89-%e8%8a%af%e7%89%87-%e7%a1%ac%e7%9b%98-%e8%a1%8c%e4%b8%9a%e5%91%a8%e6%9c%9f%e5%ba%95%e9%83%a8\/","title":{"rendered":"\u897f\u90e8\u6570\u636e\u548c\u7f8e\u5149\uff0c\u8c01\u66f4\u63a5\u8fd1\u884c\u4e1a\u5468\u671f\u5e95\u90e8\uff1f"},"content":{"rendered":"

\u897f\u90e8\u6570\u636eWestern Digital\uff08NASDAQ: WDC\uff09<\/a>\u662f\u5168\u7403\u6700\u5927\u7684HDD\u673a\u68b0\u786c\u76d8\u548cSSD\u56fa\u6001\u786c\u76d8\u5236\u9020\u5546\u4e4b\u4e00\uff0c\u800c\u7f8e\u5149\u79d1\u6280Micron Technology\uff08NASDAQ: MU\uff09<\/a>\u662f\u4e00\u5bb6\u5927\u578b\u7684NAND\u548cDRAM\u5185\u5b58\u82af\u7247\u5236\u9020\u5546\uff0c\u672c\u6587\u5c06\u4ece\u4e1a\u52a1\u591a\u5143\u5316\uff0c\u6536\u5165\u548c\u76c8\u5229\u8d8b\u52bf\uff0c\u4f30\u503c\u548c\u6d3e\u606f\u89d2\u5ea6\u5206\u6790\u897f\u90e8\u6570\u636e\u548c\u7f8e\u5149\u8fd9\u4e24\u53ea\u4e2a\u80a1\u7684\u4f18\u52a3\u3002<\/p>\n

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\u897f\u90e8\u6570\u636e\u548c\u7f8e\u5149\u7684\u521b\u6536\u6765\u6e90<\/h2>\n

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\u7f8e\u5149\u6700\u8fd1\u5b63\u5ea663%\u7684\u6536\u5165\u90fd\u6765\u81eaDRAM\u82af\u7247\uff0c\u53e6\u5916\u768431%\u6765\u81eaNAND\u82af\u7247\u3002\u7f8e\u5149\u662f\u5168\u7403\u7b2c\u4e09\u5927DRAM\u82af\u7247\u5236\u9020\u5546\uff0c\u4ec5\u6b21\u4e8e\u4e09\u661f\u548cSK\u6d77\u529b\u58eb\uff0c\u4ee5\u53ca\u5168\u7403\u7b2c\u56db\u5927NAND\u82af\u7247\u5236\u9020\u5546\uff0c\u4ec5\u6b21\u4e8e\u4e09\u661f\u3001\u4e1c\u829d\u548c\u897f\u90e8\u6570\u636e\u3002<\/p>\n

\u897f\u90e8\u6570\u636e\u548c\u7f8e\u5149\uff0c\u8c01\u7684\u589e\u901f\u66f4\u9ad8\uff1f<\/h2>\n

\u8fc7\u53bb1\u5e74\uff0c\u884c\u4e1a\u5468\u671f\u56e0\u7d20\u5bf9\u897f\u90e8\u6570\u636e\u548c\u7f8e\u5149\u7684\u4e1a\u7ee9\u5747\u9020\u6210\u8d1f\u9762\u51b2\u51fb\u3002\u897f\u90e8\u6570\u636e\u7684\u6536\u5165\u540c\u6bd4\u589e\u901f\u8fde\u7eed5\u4e2a\u5b63\u5ea6\u4e0b\u6ed1\uff1a<\/p>\n\n\n\n\n
\u6536\u5165\u540c\u6bd4\u589e\u901f<\/td>\n2019 Q1<\/td>\n2019 Q2<\/td>\n2019 Q3<\/td>\n2019 Q4<\/td>\n2020 Q1<\/td>\n<\/tr>\n
\u897f\u90e8\u6570\u636e<\/td>\n(3%)<\/td>\n(21%)<\/td>\n(27%)<\/td>\n(29%)<\/td>\n(20%)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u4e0d\u8fc7\uff0c\u897f\u90e8\u6570\u636e\u9884\u8ba1\u4e8c\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u5c06\u6b62\u8dcc\uff0c\u73af\u6bd4\u589e\u957f4%\uff0c\u539f\u56e0\u662fHDD\u548c\u95ea\u5b58\u4ea7\u54c1\u7684\u9700\u6c42\u56de\u6696\uff0c\u516c\u53f8\u9996\u5e2d\u6267\u884c\u5b98Steve Milligan\u5728\u8be5\u516c\u53f8\u7684\u7535\u8bdd\u4f1a\u8bae\u671f\u95f4\u58f0\u79f0\uff0c\u95ea\u5b58\u884c\u4e1a\u201c\u5df2\u7ecf\u89e6\u53ca\u884c\u4e1a\u5468\u671f\u6027\u5e95\u90e8\u201d\u3002\u5206\u6790\u5e08\u9884\u8ba1\u897f\u90e8\u6570\u636e\u4eca\u5e74\u7684\u6536\u5165\u964d\u5e45\u4e0d\u8d85\u8fc71%\uff0c\u660e\u5e74\u4e0a\u53479%\u3002<\/p>\n

DRAM\u548cNAND\u5e02\u573a\u6301\u7eed\u627f\u538b\uff0c\u7f8e\u5149\u6536\u5165\u540c\u6bd4\u8fde\u7eed3\u4e2a\u5b63\u5ea6\u4e0b\u6ed1\uff1a<\/p>\n\n\n\n\n
\u6536\u5165\u540c\u6bd4\u589e\u901f<\/td>\n2019 Q1<\/td>\n2019 Q2<\/td>\n2019 Q3<\/td>\n2019 Q4<\/td>\n2020 Q1<\/td>\n<\/tr>\n
\u7f8e\u5149<\/td>\n38%<\/td>\n16%<\/td>\n(21%)<\/td>\n(39%)<\/td>\n(42%)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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\u76c8\u5229\u8d8b\u52bf\u548c\u4f30\u503c<\/h2>\n

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\u516c\u53f8<\/td>\n\u6bcf\u80a1\u6536\u76ca\u589e\u901f\u9884\u671f\uff08\u4e0b\u4e00\u8d22\u5e74\uff09<\/td>\n\u8fdc\u671f\u5e02\u76c8\u7387<\/td>\n<\/tr>\n
\u897f\u90e8\u6570\u636e<\/td>\n147%<\/td>\n8<\/td>\n<\/tr>\n
\u7f8e\u5149<\/td>\n112%<\/td>\n9<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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\u897f\u90e8\u6570\u636eWestern Digital\uff08NASDAQ: WDC\uff09\u662f\u5168\u7403\u6700\u5927\u7684HDD\u673a\u68b0\u786c\u76d8\u548cSSD\u56fa\u6001\u786c\u76d8\u5236\u9020 […]<\/p>\n","protected":false},"author":27,"featured_media":307907,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[558],"class_list":["post-307906","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-558","sectors-technology-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/307906","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=307906"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/307906\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/307907"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=307906"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=307906"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=307906"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}