{"id":361900,"date":"2020-12-15T23:45:12","date_gmt":"2020-12-16T07:45:12","guid":{"rendered":"https:\/\/nai500.com\/?p=361900"},"modified":"2020-12-15T23:51:00","modified_gmt":"2020-12-16T07:51:00","slug":"%e5%8d%8e%e5%b0%94%e8%a1%97-%e6%9c%80%e8%81%aa%e6%98%8e-%e9%83%bd%e5%9c%a8-%e4%b9%b0-%e8%bf%99%e4%b8%89%e5%8f%aa-%e8%82%a1%e7%a5%a8-%e8%a6%81%e4%b8%8d%e8%a6%81-%e8%b7%9f%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2020\/12\/%e5%8d%8e%e5%b0%94%e8%a1%97-%e6%9c%80%e8%81%aa%e6%98%8e-%e9%83%bd%e5%9c%a8-%e4%b9%b0-%e8%bf%99%e4%b8%89%e5%8f%aa-%e8%82%a1%e7%a5%a8-%e8%a6%81%e4%b8%8d%e8%a6%81-%e8%b7%9f%ef%bc%9f\/","title":{"rendered":"\u534e\u5c14\u8857\u6700\u806a\u660e\u7684\u4eba\u90fd\u5728\u4e70\u8fd9\u4e09\u53ea\u80a1\u7968\uff0c\u8981\u4e0d\u8981\u8ddf\uff1f"},"content":{"rendered":"

\u4f7f\u7528\u80a1\u7968\u7b5b\u9009\u5668\u5bf9\u5bf9\u51b2\u57fa\u91d1\u7b2c\u4e09\u5b63\u5ea6\u4e70\u5165\u7684\u5927\u76d8\u80a1\u8fdb\u884c\u7b5b\u9009\u540e\uff0c\u8fd9\u4e09\u4e2a\u540d\u5b57\u5438\u5f15\u4e86\u6211\u4eec\u7684\u773c\u7403\uff0c\u5206\u522b\u662f3D\u5de5\u7a0b\u548c\u8bbe\u8ba1\u8f6f\u4ef6\u516c\u53f8\u6b27\u7279\u514bAutodesk<\/strong>\u00a0(NASDAQ:ADSK<\/a>)<\/span>\u3001\u6570\u636e\u4e2d\u5fc3\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u516c\u53f8Equinix<\/strong>\u00a0(NASDAQ:EQIX<\/a>)<\/span>\u548c\u53ef\u6301\u7eed\u6c34\u8d44\u6e90\u6280\u672f\u516c\u53f8Xylem<\/strong>\u00a0(NYSE:XYL<\/a>)<\/span>\u3002\u7b2c\u4e09\u5b63\u5ea6\u6709\u8d85\u8fc770\u540d\u6295\u8d44\u7ecf\u7406\u5bf9\u8fd9\u4e09\u53ea\u80a1\u7968\u5efa\u4ed3\uff0c\u4f46\u95ee\u9898\u662f\u73b0\u5728\u8fd8\u503c\u5f97\u4e70\u5165\u5417?<\/p>\n

\u6b27\u7279\u514b<\/h2>\n

\u8be5\u516c\u53f8\u5411\u5efa\u7b51\u3001\u5de5\u7a0b\u548c\u65bd\u5de5\u516c\u53f8(\u9500\u552e\u989d\u768460%)\u548c\u5236\u9020\u516c\u53f8(\u9500\u552e\u989d\u768430%)\u51fa\u552e\u8bbe\u8ba1\u548c\u5de5\u7a0b\u8f6f\u4ef6\uff0c\u5176\u4f59\u6765\u81ea\u5a92\u4f53\u548c\u5a31\u4e50\u3002<\/p>\n

\u6295\u8d44\u8be5\u80a1\u7684\u7406\u7531\u662f\u8be5\u516c\u53f8\u5411\u8ba2\u9605\u9500\u552e\u8f6f\u4ef6(\u800c\u4e0d\u662f\u8f6f\u4ef6\u8bb8\u53ef\u8bc1)\u7684\u8f6c\u53d8\uff0c\u5c06\u4f7f\u5176\u80fd\u591f\u66f4\u597d\u5730\u8f6c\u5316\u975e\u4ed8\u8d39\u7528\u6237\u3002\u56e0\u4e3a\u6570\u5b57\u5316(3D\u5efa\u6a21\u3001\u4e91\u534f\u4f5c\u7b49)\u5728\u5de5\u7a0b\u548c\u8bbe\u8ba1\u9886\u57df\u7684\u7206\u70b8\u5f0f\u53d1\u5c55\u610f\u5473\u7740\uff0c\u4f7f\u7528\u8001\u4ea7\u54c1\u7684\u5ba2\u6237\u5c06\u9519\u8fc7\u6b27\u7279\u514b\u63d0\u4f9b\u7684\u65b0\u89e3\u51b3\u65b9\u6848\u3002<\/p>\n

\u56e0\u6b64\uff0c\u7ba1\u7406\u5c42\u7ee7\u7eed\u5c062020-2023\u8d22\u5e74\u7684\u6536\u5165\u590d\u5408\u5e74\u589e\u957f\u7387\u5b9a\u572816% – 18%\uff0c\u76ee\u6807\u662f\u57282023\u8d22\u5e74\u5b9e\u73b024\u4ebf\u7f8e\u5143\u7684\u81ea\u7531\u73b0\u91d1\u6d41\u3002\u6309\u76ee\u524d635\u4ebf\u7f8e\u5143\u7684\u5e02\u503c\u8ba1\u7b97\uff0c\u52302023\u5e74Autodesk\u7684\u81ea\u7531\u73b0\u91d1\u6d41\u4f30\u503c\u5c06\u8fbe\u523026\u500d\u2014\u2014\u5bf9\u4e8e\u4e00\u5bb6\u76c8\u5229\u4e0d\u65ad\u589e\u957f\u7684\u516c\u53f8\u6765\u8bf4\uff0c\u8fd9\u6837\u7684\u4f30\u503c\u4e0d\u7b97\u9ad8\u3002\u4e3e\u4e2a\u4f8b\u5b50\uff0c\u5982\u679c\u80a1\u4ef7\u4fdd\u6301\u4e0d\u53d8\uff0c\u80a1\u7968\u7684\u4ea4\u6613\u4ef7\u683c\u662f\u81ea\u7531\u73b0\u91d1\u6d41\u768423\u500d\uff0c\u800c\u81ea\u7531\u73b0\u91d1\u6d41\u589e\u957f\u7387\u4e3a15%\uff0c\u90a3\u4e48\u8fd9\u53ea\u80a1\u7968\u57285\u5e74\u540e\u7684\u4f30\u503c\u4ec5\u4e3a11\u500d\u3002<\/p>\n

\u4e0d\u8fc7\uff0c\u4ece\u4e0a\u6b21\u8d22\u62a5\u7535\u8bdd\u4f1a\u8bae\u8ba8\u8bba\u7684\u6570\u5b57\u6765\u770b\uff0c\u60c5\u51b5\u4e0d\u5bb9\u4e50\u89c2\u3002\u6b27\u7279\u514b\u521a\u521a\u53d1\u5e03\u4e862021\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7684\u6536\u76ca\u62a5\u544a\uff0c\u5e76\u9884\u6d4b2021\u5e74\u5168\u5e74\u7684\u81ea\u7531\u73b0\u91d1\u6d41\u572813\u4ebf\u81f313.6\u4ebf\u7f8e\u5143\u4e4b\u95f4\uff0c2022\u5e74\u6536\u5165\u589e\u957f\u572815%\u4ee5\u5185\uff0c\u81ea\u7531\u73b0\u91d1\u6d41\u589e\u957f20%\u3002<\/p>\n

\u8be5\u516c\u53f8\u9884\u8ba1\uff0c2022\u5e74\u7684\u81ea\u7531\u73b0\u91d1\u6d41\u5c06\u572815.6\u4ebf\u81f316.3\u4ebf\u7f8e\u5143\u4e4b\u95f4\uff0c\u8fd9\u610f\u5473\u77402023\u5e74\u81ea\u7531\u73b0\u91d1\u6d41\u5c06\u589e\u52a07.7\u4ebf\u7f8e\u5143\u81f38.4\u4ebf\u7f8e\u5143\uff0c\u589e\u5e45\u4e3a47%\u81f353%\u3002\u8fd9\u662f\u4e00\u4e2a\u5927\u80c6\u7684\u76ee\u6807\uff0c\u9274\u4e8e\u8be5\u516c\u53f8\u76ee\u524d\u7684\u5e02\u76c8\u7387\u4e3a71\u500d\uff0c\u5e02\u573a\u4f3c\u4e4e\u5df2\u7ecf\u5728\u6d88\u5316\u8fd9\u4e9b\u5927\u80c6\u7684\u5047\u8bbe\u3002<\/p>\n

\u4f5c\u4e3a\u4e00\u53ea\u70ed\u95e8\u80a1\u7968\uff0c\u6b27\u7279\u514b\u9762\u4e34\u7740\u7ee7\u7eed\u5b9e\u73b0\u8d85\u51fa\u9884\u671f\u7684\u538b\u529b\u3002\u6295\u8d44\u8005\u53ef\u4ee5\u5c06\u8be5\u80a1\u5217\u5165\u89c2\u5bdf\u540d\u5355\uff0c\u5982\u679c\u672a\u6765\u4e00\u4e24\u4e2a\u5b63\u5ea6\u7684\u4e1a\u7ee9\u4ee4\u4eba\u5931\u671b\uff0c\u53ef\u4ee5\u8003\u8651\u4ece\u540d\u5355\u4e2d\u5254\u9664\u3002<\/p>\n

Equinix<\/h2>\n

\u6295\u8d44\u8005\u5e94\u8be5\u4e0d\u96be\u770b\u51fa\u8fd9\u4e2a\u6570\u636e\u4e2d\u5fc3\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u80a1\u7968\u7684\u6f5c\u5728\u6295\u8d44\u7406\u7531\uff0c\u4ee5\u53ca(\u6216)\u4e3a\u4ec0\u4e48\u6295\u8d44\u7ecf\u7406\u4e00\u76f4\u5728\u5927\u4e3e\u4e70\u5165\u8be5\u80a1\u3002\u7b80\u5355\u5730\u8bf4\uff0c\u75ab\u60c5\u52a0\u5feb\u4e86\u5bf9\u6570\u636e\u548c\u4e91\u5b58\u50a8\u9700\u6c42\u589e\u52a0\u7684\u672c\u5df2\u5f3a\u52b2\u7684\u8d8b\u52bf\u3002\u56e0\u6b64\uff0c\u6295\u8d44\u7ecf\u7406\u51e0\u4e4e\u53ef\u4ee5\u80af\u5b9a\u5730\u5c06\u8be5\u80a1\u89c6\u4e3a\u201c\u65b0\u51a0\u6982\u5ff5\u80a1\u201d\u3002<\/p>\n

\u4e5f\u5c31\u662f\u8bf4\uff0c\u63a8\u52a8\u957f\u671f\u6570\u636e\u9700\u6c42\u7684\u6839\u672c\u52a8\u529b\u6b63\u53d8\u5f97\u8d8a\u6765\u8d8a\u5f3a\u5927\u3002\u4f8b\u5982\uff0c5G\u7f51\u7edc\u5c06\u5f7b\u5e95\u6539\u53d8\u4f01\u4e1a\u548c\u4e2a\u4eba\u4f7f\u7528\u6570\u636e\u7684\u65b9\u5f0f\uff0c\u800c\u5927\u6570\u636e\u5206\u6790\u3001\u4eba\u5de5\u667a\u80fd\u4ee5\u53ca\u5411\u6570\u5b57\u6280\u672f\u548c\u7269\u8054\u7f51(IoT)\u7684\u8f6c\u53d8\u4e5f\u5c06\u5bfc\u81f4\u9700\u6c42\u6fc0\u589e\u3002<\/p>\n

Equinix\u77ed\u671f\u5185\u53d7\u76ca\u4e8e\u5c45\u5bb6\u529e\u516c\u4ee5\u53ca\u8fdc\u7a0b\u5de5\u4f5c\u548c\u89c6\u9891\u4f1a\u8bae\u7684\u76f8\u5173\u589e\u957f\u3002\u7136\u800c\uff0c\u5982\u679c\u4ec5\u4ec5\u56e0\u4e3a\u6709\u5173\u51a0\u72b6\u75c5\u6bd2\u75ab\u82d7\u7684\u6d88\u606f\u8ba9\u4e00\u4e9b\u4eba\u8ba4\u4e3a\u8be5\u516c\u53f8\u7684\u77ed\u671f\u589e\u957f\u5c06\u51fa\u73b0\u67d0\u79cd\u505c\u6ede\uff0c\u8fdb\u800c\u629b\u552e\u8be5\u516c\u53f8\u80a1\u7968\uff0c\u8fd9\u79cd\u505a\u6cd5\u5c06\u662f\u9519\u8bef\u7684\u3002<\/p>\n

\u7531\u4e8e\u7ba1\u7406\u5c42\u9884\u6d4b2020\u5e74\u5168\u5e74\u7684\u8c03\u6574\u540e\u8fd0\u8425\u8d44\u91d1(AFFO)\u5728\u6bcf\u80a123.48\u7f8e\u5143\u81f324.61\u7f8e\u5143\u4e4b\u95f4\uff0c\u6bcf\u80a110.64\u7f8e\u5143\u7684\u80a1\u606f(\u6536\u76ca\u73871.53%)\u5f88\u5bb9\u6613\u88ab\u73b0\u91d1\u6d41\u6240\u8986\u76d6\uff0c\u6295\u8d44\u8005\u53ef\u4ee5\u9884\u671f\u672a\u6765\u4f1a\u6709\u589e\u957f\u3002\u7efc\u4e0a\u6240\u8ff0\uff0c\u9274\u4e8e\u8fd1\u671f\u53d7\u6295\u8d44\u60c5\u7eea\u5f71\u54cd\u7684\u4e0b\u8dcc\uff0cEquinix\u8fd8\u662f\u503c\u5f97\u4e70\u5165\u7684\u3002<\/p>\n

Xylem<\/h2>\n

\u8fd9\u5bb6\u53ef\u6301\u7eed\u53d1\u5c55\u7684\u6c34\u6280\u672f\u516c\u53f8\u5927\u7ea6\u4e00\u534a\u7684\u6536\u5165\u6765\u81ea\u4f9b\u6c34\u8bbe\u65bd(\u6c61\u6c34\u5904\u7406\u548c\u51c0\u6c34\u8f93\u9001)\u3002\u53e6\u591635%\u6765\u81ea\u5de5\u4e1a\u90e8\u95e8(\u5b9e\u7528\u6c34\u5904\u7406)\uff0c\u5176\u4f59\u6765\u81ea\u5546\u4e1a\u548c\u4f4f\u5b85\u90e8\u95e8(\u5b9e\u7528\u6c34)\u3002\u56e0\u6b64\uff0c\u8be5\u516c\u53f8\u4e1a\u7ee9\u62a5\u544a\u4e2d\u8fd9\u4e24\u5927\u90e8\u5206\u4e1a\u52a1\u662f\u5206\u5f00\u62a5\u544a\u7684\uff0c\u5373\u6c34\u57fa\u7840\u8bbe\u65bd\u548c\u5b9e\u7528\u6c34\u3002<\/p>\n

\u7b2c\u4e09\u90e8\u5206\uff0c\u6d4b\u91cf\u548c\u63a7\u5236\u89e3\u51b3\u65b9\u6848\uff0c\u5305\u542b\u4e00\u4e2a\u4ee4\u4eba\u5174\u594b\u7684\u667a\u80fd\u6280\u672f\u4e1a\u52a1\u96c6\u5408\uff0c\u4f7f\u7528\u5148\u8fdb\u7684\u5206\u6790\u548c\u7f51\u7edc\u652f\u6301\u8bbe\u5907\uff0c\u4ee5\u5e2e\u52a9\u516c\u5171\u4e8b\u4e1a\u5355\u4f4d\u76d1\u6d4b\u548c\u5904\u7406\u6cc4\u6f0f\u548c\u76d7\u7a83\uff0c\u5e76\u8fdb\u884c\u667a\u80fd\u8ba1\u91cf\u3002\u8fd9\u662f\u4e00\u4e2a\u6709\u8da3\u7684\u7ec4\u5408\uff0c\u4e0d\u65ad\u66f4\u65b0\u4f9b\u6c34\u57fa\u7840\u8bbe\u65bd\u7684\u9700\u6c42\uff0c\u4ee5\u53ca\u5148\u8fdb\u7684\u5206\u6790\u89e3\u51b3\u65b9\u6848\u5e26\u6765\u7684\u589e\u957f\u52a8\u529b\u3002<\/p>\n

\u8be5\u516c\u53f8\u80a1\u4ef7\u81ea4\u6708\u4efd\u4ee5\u6765\u5df2\u4e0a\u6da8\u903e40%\uff0c\u4ee52021\u5e74\u9884\u671f\u6536\u76ca\u8ba1\u7b97\u7684\u5e02\u76c8\u7387\u4e3a37\u500d\u3002\u5bf9\u4e8e\u4e00\u5bb6\u7b2c\u4e09\u5b63\u5ea6\u6709\u673a\u9500\u552e\u989d\u4e0b\u964d7%\u7684\u516c\u53f8\u6765\u8bf4\uff0cXylem\u7684\u4ef7\u503c\u4f9d\u7136\u4e0d\u5bb9\u7f6e\u7591\u3002<\/p>\n

\u80a1\u7968\u4e70\u8fd8\u662f\u4e0d\u4e70\uff1f<\/h2>\n

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