{"id":396021,"date":"2021-08-31T23:38:52","date_gmt":"2021-09-01T06:38:52","guid":{"rendered":"https:\/\/nai500.com\/?p=396021"},"modified":"2021-08-31T23:41:58","modified_gmt":"2021-09-01T06:41:58","slug":"%e7%b2%be%e9%80%89-2021%e5%b9%b4-9%e6%9c%88-%e6%9c%80%e5%80%bc%e5%be%97-%e5%85%b3%e6%b3%a8-%e7%a7%91%e6%8a%80%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2021\/08\/%e7%b2%be%e9%80%89-2021%e5%b9%b4-9%e6%9c%88-%e6%9c%80%e5%80%bc%e5%be%97-%e5%85%b3%e6%b3%a8-%e7%a7%91%e6%8a%80%e8%82%a1\/","title":{"rendered":"\u7cbe\u9009\uff012021\u5e749\u6708\u6700\u503c\u5f97\u5173\u6ce8\u7684\u79d1\u6280\u80a1"},"content":{"rendered":"<p>\u79d1\u6280\u9886\u57df\u7531\u7535\u5b50\u3001\u8f6f\u4ef6\u3001\u8ba1\u7b97\u673a\u3001\u4eba\u5de5\u667a\u80fd\u3001\u4fe1\u606f\u6280\u672f\uff08IT\uff09\u76f8\u5173\u7684\u884c\u4e1a\u4e2d\u9500\u552e\u5546\u54c1\u548c\u670d\u52a1\u7684\u4f01\u4e1a\u7ec4\u6210\u3002\u8be5\u884c\u4e1a\u5305\u62ec\u5168\u7403\u5e02\u503c\u6700\u9ad8\u7684\u516c\u53f8\uff0c\u4f8b\u5982\u82f9\u679c\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=AAPL\">AAPL<\/a>\uff09\u3001\u5fae\u8f6f\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=MSFT\">MSFT<\/a>\uff09\u548c\u4e9a\u9a6c\u900a\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=AMZN\">AMZN<\/a>\uff09\u3002<\/p>\n<p>\u622a\u81f32021\u5e748\u670819\u65e5\u7684\u8fc7\u53bb\u4e00\u5e74\uff0c\u4ee5\u79d1\u6280\u7cbe\u9009\u884c\u4e1aSPDR ETF\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=XLV\">XLV<\/a>\uff09\u4e3a\u4ee3\u8868\u7684\u79d1\u6280\u80a1\u7968\u8868\u73b0\u8d85\u8fc7\u5927\u76d8\u3002XLV\u5728\u8fc7\u53bb12\u4e2a\u6708\u7684\u603b\u56de\u62a5\u7387\u4e3a34.9%\uff0c\u9ad8\u4e8e\u7f57\u7d201000\u6307\u6570\u768432.9%\u603b\u56de\u62a5\u7387\u3002\u4e0b\u8868\u4e2d\u7684\u6240\u6709\u7edf\u8ba1\u6570\u636e\u5747\u622a\u81f32021\u5e748\u670819\u65e5\u3002<\/p>\n<p>\u4ee5\u4e0b\u662f\u4ef7\u503c\u6700\u9ad8\u3001\u6536\u76ca\u589e\u957f\u6700\u5feb\u3001\u52bf\u5934\u6700\u5f3a\u7684\u79d1\u6280\u80a1\u3002<\/p>\n<h2><strong>\u4ef7\u503c\u6700\u9ad8\u7684\u79d1\u6280\u80a1<\/strong><\/h2>\n<p>\u4f9d\u636e\u8ffd\u8e2a12\u4e2a\u6708\u5e02\u76c8\u7387\u5f97\u51fa\u7684\u6570\u636e\uff0c\u4e0b\u9762\u662f\u7cbe\u9009\u7684\u79d1\u6280\u80a1\u3002\u7531\u4e8e\u5229\u6da6\u53ef\u4ee5\u7528\u80a1\u606f\u548c\u56de\u8d2d\u7684\u5f62\u5f0f\u8fd4\u8fd8\u7ed9\u80a1\u4e1c\uff0c\u56e0\u6b64\u8f83\u4f4e\u7684\u5e02\u76c8\u7387\u8868\u660e\u60a8\u8d2d\u4e70\u79d1\u6280\u80a1\u7684\u82b1\u8d39\u66f4\u5c11\u3002<\/p>\n<table>\n<thead>\n<tr>\n<td colspan=\"4\"><strong>\u4ef7\u503c\u6700\u9ad8\u7684\u79d1\u6280\u80a1<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><\/td>\n<td>\u80a1\u4ef7 ($)<\/td>\n<td>\u5e02\u503c ($10\u4ebf)<\/td>\n<td>12\u4e2a\u6708\u5e02\u76c8\u7387<\/td>\n<\/tr>\n<tr>\n<td>CDK Global Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=CDK\">CDK<\/a>)<\/td>\n<td>41.63<\/td>\n<td>5.1<\/td>\n<td>5.0<\/td>\n<\/tr>\n<tr>\n<td>HP Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=HPQ\">HPQ<\/a>)<\/td>\n<td>28.22<\/td>\n<td>33.9<\/td>\n<td>10.0<\/td>\n<\/tr>\n<tr>\n<td>Arrow Electronics Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=ARW\">ARW<\/a>)<\/td>\n<td>117.42<\/td>\n<td>8.4<\/td>\n<td>10.5<\/td>\n<\/tr>\n<tr>\n<td>Intel Corp. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=INTC\">INTC<\/a>)<\/td>\n<td>52.44<\/td>\n<td>212.8<\/td>\n<td>11.7<\/td>\n<\/tr>\n<tr>\n<td>Synnex Corp. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=SNX\">SNX<\/a>)<\/td>\n<td>123.27<\/td>\n<td>6.4<\/td>\n<td>12.1<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><sup>\u6765\u6e90\uff1a<\/sup><sup><a href=\"https:\/\/ycharts.com\/\">YCharts<\/a><\/sup><\/p>\n<ul>\n<li><strong> CDK Global Inc.:\u00a0<\/strong>CDK Global\u4e3a\u6c7d\u8f66\u3001\u91cd\u578b\u5361\u8f66\u3001\u5a31\u4e50\u548c\u91cd\u578b\u8bbe\u5907\u884c\u4e1a\u63d0\u4f9b\u7efc\u5408\u6570\u636e\u548c\u6280\u672f\u89e3\u51b3\u65b9\u6848\uff0c\u5e2e\u52a9\u6c7d\u8f66\u7ecf\u9500\u5546\u548c\u539f\u59cb\u8bbe\u5907\u5236\u9020\u5546\uff08OEMs\uff09\u4f18\u5316\u548c\u7b80\u5316\u4ed6\u4eec\u7684\u65e5\u5e38\u8fd0\u4f5c\uff0c\u62e5\u6709\u8d85\u8fc730,000\u4e2a\u96f6\u552e\u5ba2\u6237\u70b9\u3002\u8be5\u516c\u53f8\u57286\u6708\u5b8c\u6210\u4e86\u5bf9\u4e00\u4e2a\u4e70\u5356\u6c7d\u8f66\u7684\u6570\u5b57\u5e73\u53f0Roadster Inc.\u7684\u6536\u8d2d\u3002<\/li>\n<li><strong>\u60e0\u666e<\/strong><strong>:\u00a0<\/strong>\u60e0\u666e\u516c\u53f8\u662f\u4e00\u5bb6\u4e2a\u4eba\u8ba1\u7b97\u3001\u6210\u50cf\u548c\u6253\u5370\u4ea7\u54c1\u53ca\u670d\u52a1\u7684\u5168\u7403\u4f9b\u5e94\u5546\uff0c\u4ea7\u54c1\u5305\u62ec\u53f0\u5f0f\u7535\u8111\u548c\u7b14\u8bb0\u672c\u7535\u8111\u3001\u5de5\u4f5c\u7ad9\u3001\u96f6\u552e\u70b9\u7cfb\u7edf\u3001\u663e\u793a\u5668\u3001\u6253\u5370\u673a\u548c\u786c\u4ef6\u4ee5\u53ca\u652f\u6301\u548c\u670d\u52a1\u3002\u60e0\u666e\u7684\u5ba2\u6237\u5305\u62ec\u4e2a\u4eba\u6d88\u8d39\u8005\u3001\u4f01\u4e1a\u548c\u653f\u5e9c\uff0c\u62e5\u670927,000\u9879\u4e13\u5229\uff0c\u5728\u5168\u4e16\u754c170\u4e2a\u56fd\u5bb6\u5f00\u5c55\u4e1a\u52a1\u3002\u60e0\u666e\u57287\u6708\u5e95\u5ba3\u5e03\u540c\u610f\u6536\u8d2dTeradici Corp.\uff0c\u8be5\u516c\u53f8\u662f\u4e00\u5bb6\u8fdc\u7a0b\u8ba1\u7b97\u8f6f\u4ef6\u4f9b\u5e94\u5546\uff0c\u4f7f\u7528\u6237\u80fd\u591f\u4ece\u4e00\u7cfb\u5217\u8bbe\u5907\u5b89\u5168\u5730\u8bbf\u95ee\u9ad8\u6027\u80fd\u8ba1\u7b97\u3002\u534f\u8bae\u7684\u8d22\u52a1\u6761\u6b3e\u5c1a\u672a\u62ab\u9732\uff0c\u9884\u8ba1\u5c06\u5728\u4eca\u5e74\u5e74\u5e95\u524d\u5b8c\u6210\u3002<\/li>\n<li><strong>Arrow Electronics Inc.:\u00a0<\/strong>Arrow Electronics\u662f\u4e00\u5bb6\u4e3a\u539f\u59cb\u8bbe\u5907\u5236\u9020\u5546\u3001\u5408\u540c\u5236\u9020\u5546\u548c\u5176\u4ed6\u5546\u4e1a\u5ba2\u6237\u63d0\u4f9b\u7535\u5b50\u5143\u4ef6\u3001\u8ba1\u7b97\u673a\u4ea7\u54c1\u548c\u4f01\u4e1a\u8ba1\u7b97\u89e3\u51b3\u65b9\u6848\u7684\u5168\u7403\u4f9b\u5e94\u5546\u3002\u8be5\u516c\u53f8\u5206\u9500\u7535\u6c60\u3001\u663e\u793a\u5668\u3001\u4f20\u611f\u5668\u3001\u5b58\u50a8\u5668\u4ea7\u54c1\u548c\u5176\u4ed6\u5404\u79cd\u7535\u5b50\u5143\u4ef6\uff0c\u8fd8\u63d0\u4f9b\u76f8\u5173\u670d\u52a1\u3001\u89e3\u51b3\u65b9\u6848\u548c\u8f6f\u4ef6\u3002\u8be5\u516c\u53f8\u5728\u5168\u7403\u62e5\u6709\u7ea620,000\u540d\u5458\u5de5\uff0c\u5728\u6280\u672f\u5236\u9020\u4e1a\u548c\u5176\u4ed6\u884c\u4e1a\u62e5\u6709\u8d85\u8fc7180,000\u540d\u5ba2\u6237\u3002<\/li>\n<li><strong>\u82f1\u7279\u5c14<\/strong><strong>:\u00a0<\/strong>\u82f1\u7279\u5c14\u8bbe\u8ba1\u548c\u5236\u9020\u8ba1\u7b97\u673a\u7ec4\u4ef6\u548c\u76f8\u5173\u4ea7\u54c1\uff0c\u5305\u62ec\u5904\u7406\u5668\u3001\u82af\u7247\u7ec4\u3001\u670d\u52a1\u5668\u4ea7\u54c1\u3001\u5185\u5b58\u548c\u5b58\u50a8\u3001\u4ee5\u592a\u7f51\u4ea7\u54c1\u3001\u65e0\u7ebf\u8fde\u63a5\u4ea7\u54c1\u7b49\u3002\u82f1\u7279\u5c14\u7684\u4ea7\u54c1\u662f\u4e3a\u4e00\u7cfb\u5217\u4f20\u7edf\u548c\u65b0\u5174\u8ba1\u7b97\u6280\u672f\u8bbe\u8ba1\u7684\uff0c\u5305\u62ec\u8fb9\u7f18\u8ba1\u7b97\u30015G\u7f51\u7edc\u3001\u4e91\u8ba1\u7b97\u3001\u4eba\u5de5\u667a\u80fd\u3001\u81ea\u52a8\u9a7e\u9a76\u7b49\uff0c\u5728\u5168\u7403\u62e5\u6709\u7ea6110,600\u540d\u5458\u5de5\u3002\u8be5\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\uff0c\u5df2\u7ecf\u83b7\u5f97\u4e86\u7f8e\u56fd\u56fd\u9632\u90e8\u7684\u4e00\u4efd\u5408\u540c\uff0c\u4e3a\u56fd\u9632\u90e8\u7684\u5feb\u901f\u4fdd\u8bc1\u5fae\u7535\u5b50\u539f\u578b\u2013\u5546\u4e1a\uff08RAMP-C\uff09\u8ba1\u5212\u7684\u521d\u59cb\u9636\u6bb5\u63d0\u4f9b\u5546\u4e1a\u4ee3\u5de5\u670d\u52a1\u3002\u6839\u636e\u534f\u8bae\u6761\u6b3e\uff0c\u82f1\u7279\u5c14\u5c06\u5f00\u53d1\u4e00\u4e2a\u57fa\u4e8e\u7f8e\u56fd\u7684\u5546\u4e1a\u534a\u5bfc\u4f53\u4ee3\u5de5\u751f\u6001\u7cfb\u7edf\uff0c\u7528\u4e8e\u4e3a\u56fd\u9632\u90e8\u5236\u9020\u9886\u5148\u7684\u5b9a\u5236\u548c\u96c6\u6210\u7535\u8def\u53ca\u5176\u4ed6\u5546\u4e1a\u4ea7\u54c1\u3002\u82f1\u7279\u5c14\u4eca\u5e74\u65e9\u4e9b\u65f6\u5019\u63a8\u51fa\u7684\u4ee3\u5de5\u4e1a\u52a1\u5c06\u8d1f\u8d23\u76d1\u7763\u8fd9\u9879\u5de5\u4f5c\u3002\u8be5\u516c\u53f8\u5728\u5176\u65b0\u95fb\u7a3f\u4e2d\u6307\u51fa\uff0c80%\u7684\u524d\u6cbf\u534a\u5bfc\u4f53\u5236\u9020\u80fd\u529b\u90fd\u96c6\u4e2d\u5728\u4e9a\u6d32\uff0c\u56fd\u5185\u5236\u9020\u80fd\u529b\u7684\u7f3a\u4e4f\u7ed9\u7f8e\u56fd\u5bf9\u5b89\u5168\u5fae\u7535\u5b50\u7684\u957f\u671f\u9700\u6c42\u5e26\u6765\u4e86\u98ce\u9669\u3002<\/li>\n<li><strong>Synnex Corp.:\u00a0<\/strong>Synnex\u662f\u4e00\u5bb6\u4e3a\u6280\u672f\u884c\u4e1a\u63d0\u4f9bIT\u89e3\u51b3\u65b9\u6848\u548c\u589e\u503c\u670d\u52a1\u7684\u4f9b\u5e94\u5546\uff0c\u5305\u62ec\u5206\u9500\u3001\u7269\u6d41\u548c\u96c6\u6210\u670d\u52a1\uff0c\u516c\u53f8\u7684\u6838\u5fc3\u7ade\u4e89\u529b\u5305\u62ecIT\u7cfb\u7edf\u548c\u670d\u52a1\u5668\u3001\u7cfb\u7edf\u7ec4\u4ef6\u3001\u8f6f\u4ef6\u3001\u901a\u4fe1\u548c\u5b89\u5168\u8bbe\u5907\u4ee5\u53ca\u6d88\u8d39\u7535\u5b50\u4ea7\u54c1\u3002Synnex\u5206\u9500\u6765\u81ea\u4e16\u754c\u5404\u5730\u5236\u9020\u5546\u768440,000\u591a\u79cd\u6280\u672f\u4ea7\u54c1\uff0c\u5e76\u4e3a25,000\u591a\u4e2a\u7ecf\u9500\u5546\u548c\u96f6\u552e\u5ba2\u6237\u63d0\u4f9b\u6280\u672f\u89e3\u51b3\u65b9\u6848\u3002\u7f8e\u56fd\u5171\u548c\u515a\u5168\u56fd\u59d4\u5458\u4f1a\uff08RNC\uff097\u67086\u65e5\u62ab\u9732\uff0c\u9ed1\u5ba2\u901a\u8fc7\u5165\u4fb5\u5176\u627f\u5305\u5546\u4e4b\u4e00\u7684Synnex\u653b\u51fb\u4e86\u5176\u8ba1\u7b97\u673a\u7cfb\u7edf\u3002RNC\u8868\u793a\uff0c\u6ca1\u6709\u6570\u636e\u88ab\u8bbf\u95ee\u3002\u8d1f\u8d23\u6b64\u6b21\u7f51\u7edc\u653b\u51fb\u7684\u9ed1\u5ba2\u88ab\u8ba4\u4e3a\u4e0e\u4fc4\u7f57\u65af\u7684\u5916\u56fd\u60c5\u62a5\u673a\u6784\u6709\u5173\u3002<\/li>\n<\/ul>\n<h2><strong>\u589e\u957f\u6700\u5feb\u7684\u79d1\u6280\u80a1<\/strong><\/h2>\n<p>\u4ee5\u4e0b\u662f\u6839\u636e\u4e00\u4e2a\u589e\u957f\u6a21\u578b\u6392\u540d\u9009\u51fa\u7684\u9876\u7ea7\u79d1\u6280\u80a1\uff0c\u8be5\u6a21\u578b\u5c06\u516c\u53f8\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u7684\u5e74\u540c\u6bd4\u6536\u5165\u589e\u957f\u767e\u5206\u6bd4\u548c\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u7684\u5e74\u540c\u6bd4\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff09\u589e\u957f\u767e\u5206\u6bd4\u630950\/50\u6743\u91cd\u8fdb\u884c\u8bc4\u5206\u3002\u9500\u552e\u548c\u76c8\u5229\u90fd\u662f\u516c\u53f8\u6210\u529f\u7684\u5173\u952e\u56e0\u7d20\u3002\u5b63\u5ea6EPS\u6216\u6536\u5165\u589e\u957f\u8d85\u8fc72500%\u7684\u516c\u53f8\u88ab\u4f5c\u4e3a\u5f02\u5e38\u503c\u6392\u9664\u5728\u5916\u3002<\/p>\n<table>\n<thead>\n<tr>\n<td colspan=\"5\"><strong>\u589e\u957f\u6700\u5feb\u7684\u79d1\u6280\u80a1<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><\/td>\n<td>\u80a1\u4ef7 ($)<\/td>\n<td>\u5e02\u503c ($10\u4ebf)<\/td>\n<td>\u6bcf\u80a1\u6536\u76ca\u589e\u957f (%)<\/td>\n<td>\u6536\u5165\u589e\u957f (%)<\/td>\n<\/tr>\n<tr>\n<td>Zoom Video Communications Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=ZM\">ZM<\/a>)<\/td>\n<td>340.93<\/td>\n<td>101.3<\/td>\n<td>722.2<\/td>\n<td>191.4<\/td>\n<\/tr>\n<tr>\n<td>Fidelity National Information Services Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=FIS\">FIS<\/a>)<\/td>\n<td>134.44<\/td>\n<td>83.0<\/td>\n<td>1,730<\/td>\n<td>17.3<\/td>\n<\/tr>\n<tr>\n<td>CDK Global Inc. (CDK)<\/td>\n<td>41.63<\/td>\n<td>5.1<\/td>\n<td>1,390<\/td>\n<td>1.6<\/td>\n<\/tr>\n<tr>\n<td>Advanced Micro Devices Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=AMD\">AMD<\/a>)<\/td>\n<td>103.44<\/td>\n<td>125.5<\/td>\n<td>346.2<\/td>\n<td>99.3<\/td>\n<\/tr>\n<tr>\n<td>Nvidia Corp. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=NVDA\">NVDA<\/a>)<\/td>\n<td>197.98<\/td>\n<td>495.0<\/td>\n<td>276.0<\/td>\n<td>68.3<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><sup>\u6765\u6e90\uff1a<\/sup><sup><a href=\"https:\/\/ycharts.com\/\">YCharts<\/a><\/sup><\/p>\n<ul>\n<li><strong>Zoom Video Communications Inc.:<\/strong>\u00a0Zoom Video Communications\u662f\u4e00\u5bb6\u901a\u4fe1\u6280\u672f\u516c\u53f8\uff0c\u63d0\u4f9b\u89c6\u9891\u4f18\u5148\u7684\u901a\u4fe1\u5e73\u53f0\u548c\u7f51\u7edc\u4f1a\u8bae\u670d\u52a1\u3002Zoom\u7684\u4e91\u5e73\u53f0\u4e3a\u79fb\u52a8\u8bbe\u5907\u3001\u53f0\u5f0f\u673a\u3001\u7535\u8bdd\u548c\u4f1a\u8bae\u5ba4\u7cfb\u7edf\u63d0\u4f9b\u89c6\u9891\u3001\u8bed\u97f3\u3001\u5185\u5bb9\u5171\u4eab\u548c\u804a\u5929\u670d\u52a1\u3002\u5ba2\u6237\u53ef\u4ee5\u8fdb\u884c\u4e00\u5bf9\u4e00\u7684\u804a\u5929\uff0c\u4e5f\u53ef\u4ee5\u8fdb\u884c\u591a\u4eba\u7684\u5728\u7ebf\u6d3b\u52a8\uff0c\u6700\u591a\u53ef\u5bb9\u7eb310,000\u540d\u53c2\u4f1a\u8005\u3002<\/li>\n<li><strong>Fidelity National Information Services Inc.:\u00a0<\/strong>Fidelity National Information Services\uff0c\u7b80\u79f0FIS\uff0c\u662f\u4e00\u5bb6\u4e3a\u5546\u5bb6\u3001\u94f6\u884c\u548c\u4ece\u4e8b\u8d44\u672c\u5e02\u573a\u7684\u516c\u53f8\u63d0\u4f9b\u6280\u672f\u89e3\u51b3\u65b9\u6848\u7684\u5168\u7403\u4f9b\u5e94\u5546\u3002\u8be5\u516c\u53f8\u7684\u6280\u672f\u548c\u670d\u52a1\u65e8\u5728\u4e3a\u5176\u5ba2\u6237\u7684\u652f\u4ed8\u3001\u94f6\u884c\u548c\u6295\u8d44\u9700\u6c42\u5bfb\u627e\u89e3\u51b3\u65b9\u6848\uff0c\u5ba2\u6237\u6570\u91cf\u8d85\u8fc72\u4e07\u5bb6\u3002FIS\u57288\u6708\u521d\u5ba3\u5e03\u4e86\u51762021\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u8d22\u52a1\u4e1a\u7ee9\uff0c\u622a\u81f32021\u5e746\u670830\u65e5\u7684\u4e09\u4e2a\u6708\u671f\u95f4\u5f52\u5c5e\u4e8e\u666e\u901a\u80a1\u80a1\u4e1c\u7684\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f1694.7%\uff0c\u6536\u5165\u589e\u957f17.3%\u3002\u4e0e\u4e0a\u5e74\u540c\u671f\u76f8\u6bd4\uff0c\u5176\u4ed6\u6536\u5165\u3001\u6295\u8d44\u6536\u76ca\u548c\u6240\u5f97\u7a0e\u51c6\u5907\u91d1\u7684\u589e\u52a0\u63d0\u632f\u4e86\u51c0\u5229\u6da6\u3002<\/li>\n<li><strong>CDK Global Inc.:\u00a0<\/strong>\u89c1\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7ecd\u3002<\/li>\n<li><strong>Advanced Micro Devices Inc.:\u00a0<\/strong>Advanced Micro Devices\u662f\u4e00\u5bb6\u5168\u7403\u6027\u7684\u534a\u5bfc\u4f53\u516c\u53f8\uff0c\u63d0\u4f9bx86\u5fae\u5904\u7406\u5668\u3001\u82af\u7247\u7ec4\u3001\u56fe\u5f62\u5904\u7406\u5355\u5143\uff08GPU\uff09\u3001\u5f00\u53d1\u670d\u52a1\u4ee5\u53ca\u5176\u4ed6\u9ad8\u6027\u80fd\u8ba1\u7b97\u3001\u56fe\u5f62\u548c\u53ef\u89c6\u5316\u6280\u672f\uff0c\u5176\u4ea7\u54c1\u548c\u670d\u52a1\u88ab\u7528\u4e8e\u6e38\u620f\u3001\u6570\u5b57\u5e73\u53f0\u548c\u6570\u636e\u4e2d\u5fc3\u3002\u8be5\u516c\u53f8\u5728\u5168\u740335\u4e2a\u5730\u533a\u8fd0\u8425\u3002<\/li>\n<li><strong>Nvidia Corp.:\u00a0<\/strong>Nvidia\u662f\u4e00\u5bb6GPU\u5236\u9020\u5546\uff0cGPU\u662f\u4e00\u79cd\u6700\u521d\u4e3a\u8ba1\u7b97\u673a\u56fe\u5f62\u8bbe\u8ba1\u7684\u8ba1\u7b97\u673a\u82af\u7247\uff0c\u66fe\u7ecf\u4e3b\u8981\u7528\u4e8ePC\u6e38\u620f\uff0c\u8fd1\u5e74\u6765\uff0c\u52a0\u5bc6\u8d27\u5e01\u6316\u6398\u548c\u673a\u5668\u5b66\u4e60\u5df2\u6210\u4e3aGPU\u7684\u65b0\u7684\u4e3b\u8981\u9700\u6c42\u6765\u6e90\u3002\u8fd9\u662f\u56e0\u4e3aGPU\u5728\u8fd9\u4e9b\u65b0\u4efb\u52a1\u4e0a\u4e5f\u5f88\u51fa\u8272\u3002Nvidia\u57282021\u5e748\u670818\u65e5\u62a5\u544a\u4e86\u5176\u6700\u8fd1\u7684\u5b63\u5ea6\u6536\u76ca\uff0c\u5b9e\u73b0\u4e86\u521b\u7eaa\u5f55\u768465\u4ebf\u7f8e\u5143\u7684\u5b63\u5ea6\u6536\u76ca\uff0c\u5176\u6bdb\u5229\u7387\u2013\u9ad8\u5ea6\u7ade\u4e89\u7684\u8ba1\u7b97\u673a\u82af\u7247\u4e1a\u52a1\u7684\u5173\u952e\uff0c\u540c\u6bd4\u589e\u957f6%\u3002<\/li>\n<\/ul>\n<h2><strong>\u52bf\u5934\u6700\u5f3a\u7684\u79d1\u6280\u80a1<\/strong><\/h2>\n<p>\u4ee5\u4e0b\u662f\u8fc7\u53bb12\u4e2a\u6708\u603b\u6536\u76ca\u6700\u9ad8\u7684\u79d1\u6280\u80a1\u3002<\/p>\n<table>\n<thead>\n<tr>\n<td colspan=\"4\"><strong>\u52bf\u5934\u6700\u5f3a\u7684\u79d1\u6280\u80a1<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><\/td>\n<td>\u80a1\u4ef7 ($)<\/td>\n<td>\u5e02\u503c ($10\u4ebf)<\/td>\n<td>12\u4e2a\u6708\u603b\u56de\u62a5\u7387 (%)<\/td>\n<\/tr>\n<tr>\n<td>Cloudflare Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=NET\">NET<\/a>)<\/td>\n<td>116.93<\/td>\n<td>37.4<\/td>\n<td>191.9<\/td>\n<\/tr>\n<tr>\n<td>Gartner Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=IT\">IT<\/a>)<\/td>\n<td>302.20<\/td>\n<td>25.3<\/td>\n<td>136.8<\/td>\n<\/tr>\n<tr>\n<td>HubSpot Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=HUBS\">HUBS<\/a>)<\/td>\n<td>648.35<\/td>\n<td>30.5<\/td>\n<td>128.2<\/td>\n<\/tr>\n<tr>\n<td>Fortinet Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=FTNT\">FTNT<\/a>)<\/td>\n<td>292.72<\/td>\n<td>47.8<\/td>\n<td>125.3<\/td>\n<\/tr>\n<tr>\n<td>CrowdStrike Holdings Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=CRWD\">CRWD<\/a>)<\/td>\n<td>233.78<\/td>\n<td>52.8<\/td>\n<td>118.3<\/td>\n<\/tr>\n<tr>\n<td>Russell 1000<\/td>\n<td>N\/A<\/td>\n<td>N\/A<\/td>\n<td>32.9<\/td>\n<\/tr>\n<tr>\n<td>Technology Select Sector SPDR ETF (XLK)<\/td>\n<td>N\/A<\/td>\n<td>N\/A<\/td>\n<td>34.9<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><sup>\u6765\u6e90\uff1a<\/sup><sup><a href=\"https:\/\/ycharts.com\/\">YCharts<\/a><\/sup><\/p>\n<ul>\n<li><strong>Cloudflare Inc.:\u00a0<\/strong>Cloudflare Cloudflare\u662f\u4e00\u5bb6\u5168\u7403\u4e91\u670d\u52a1\u63d0\u4f9b\u5546\uff0c\u5176\u5e73\u53f0\u63d0\u4f9b\u4e00\u7cfb\u5217\u7684\u7f51\u7edc\u670d\u52a1\uff0c\u63d0\u9ad8\u5ba2\u6237\u7f51\u7ad9\u548c\u5173\u952e\u4e1a\u52a1\u5e94\u7528\u7a0b\u5e8f\u7684\u5b89\u5168\u6027\u548c\u6027\u80fd\u3002\u5927\u7ea6\u67092500\u4e07\u4e92\u8054\u7f51\u5c5e\u6027\u4f7f\u7528Cloudflare\u7684\u670d\u52a1\uff0c\u8be5\u516c\u53f8\u6bcf\u79d2\u63d0\u4f9b\u7ea62500\u4e07\u4e2aHTTP\u8bf7\u6c42\u3002\u8be5\u516c\u53f8\u57288\u6708\u521d\u516c\u5e03\u4e862021\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u8d22\u52a1\u4e1a\u7ee9\uff0c\u5373\u622a\u81f32021\u5e746\u670830\u65e5\u7684\u4e09\u4e2a\u6708\u671f\u95f4\uff0cCloudflare\u51c0\u4e8f\u635f\u4ece\u53bb\u5e74\u540c\u671f\u7684\u51c0\u4e8f\u635f2610\u4e07\u7f8e\u5143\u6269\u5927\u52303550\u4e07\u7f8e\u5143\u3002\u4e0d\u8fc7\uff0c\u6536\u5165\u540c\u6bd4\u589e\u957f\u4e8652.9%\u3002\u8be5\u516c\u53f8\u8868\u793a\uff0c\u8fd9\u662f\u5176\u4f5c\u4e3a\u4e0a\u5e02\u516c\u53f8\u6709\u53f2\u4ee5\u6765\u6700\u5f3a\u52b2\u7684\u4e00\u4e2a\u5b63\u5ea6\uff0c\u589e\u52a0\u4e86\u521b\u7eaa\u5f55\u7684\u5927\u5ba2\u6237\u6570\u91cf\u3002<\/li>\n<li><strong>Gartner Inc.:\u00a0<\/strong>Gartner\u662f\u4e00\u5bb6\u5168\u7403\u6027\u7684\u7814\u7a76\u548c\u54a8\u8be2\u516c\u53f8\uff0c\u5e2e\u52a9\u4f01\u4e1a\u5b8c\u6210\u5173\u952e\u4efb\u52a1\uff0c\u4ee5\u53d1\u5c55\u5176\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u4e3a\u5ba2\u6237\u63d0\u4f9b\u5e7f\u6cdb\u7684\u670d\u52a1\uff0c\u5305\u62ec\u8d22\u52a1\u3001\u4fe1\u606f\u6280\u672f\u3001\u6cd5\u5f8b\u548c\u5408\u89c4\u3001\u4ea7\u54c1\u7ba1\u7406\u3001\u6218\u7565\u548c\u4f9b\u5e94\u94fe\uff0c\u76ee\u524d\u4e3a\u5168\u7403100\u591a\u4e2a\u56fd\u5bb6\u768414,000\u591a\u5bb6\u4f01\u4e1a\u63d0\u4f9b\u670d\u52a1\u3002<\/li>\n<li><strong>HubSpot Inc.:\u00a0<\/strong>HubSpot\u63d0\u4f9b\u4e00\u4e2a\u57fa\u4e8e\u4e91\u7684\u8425\u9500\u548c\u9500\u552e\u8f6f\u4ef6\u5e73\u53f0\uff0c\u5e2e\u52a9\u4f01\u4e1a\u53d1\u5c55\u4e1a\u52a1\uff0c\u4e5f\u63d0\u4f9b\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\uff0c\u5185\u5bb9\u7ba1\u7406\u8f6f\u4ef6\uff08CMS\uff09\uff0c\u8425\u9500\u548c\u9500\u552e\uff0c\u4ee5\u53ca\u5176\u4ed6\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\uff0c\u76ee\u524d\u4e3a120\u591a\u4e2a\u56fd\u5bb6\u7684121,000\u591a\u540d\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002\u8be5\u516c\u53f8\u57288\u6708\u521d\u516c\u5e03\u4e862021\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u8d22\u52a1\u4e1a\u7ee9\uff0c\u5373\u622a\u81f32021\u5e746\u670830\u65e5\u7684\u4e09\u4e2a\u6708\u671f\u95f4\uff0cHubSpot\u7684\u51c0\u4e8f\u635f\u4ece\u53bb\u5e74\u540c\u671f\u76842940\u4e07\u7f8e\u5143\u7f29\u5c0f\u52302460\u4e07\u7f8e\u5143\uff1b\u6536\u5165\u540c\u6bd4\u589e\u957f52.6%\u3002\u8be5\u516c\u53f8\u8fd8\u5ba3\u5e03\uff0c\u9996\u5e2d\u6267\u884c\u5b98Brian Halligan\u5c06\u62c5\u4efb\u8463\u4e8b\u4f1a\u7684\u6267\u884c\u4e3b\u5e2d\uff0c\u4ece2021\u5e749\u67087\u65e5\u5f00\u59cb\u3002\u9996\u5e2d\u5ba2\u6237\u5b98Yamini Rangan\u5c06\u63a5\u4efb\u65b0\u7684\u9996\u5e2d\u6267\u884c\u5b98\u3002<\/li>\n<li><strong>Fortinet Inc.:\u00a0<\/strong>Fortinet\u662f\u4e00\u5bb6\u7f51\u7edc\u5b89\u5168\u516c\u53f8\uff0c\u4e3a\u5168\u7403\u4f01\u4e1a\u3001\u670d\u52a1\u63d0\u4f9b\u5546\u548c\u653f\u5e9c\u7ec4\u7ec7\u63d0\u4f9b\u670d\u52a1\u3002\u5176Security Fabric\u5e73\u53f0\u5229\u7528\u4eba\u5de5\u667a\u80fd\u548c\u673a\u5668\u5b66\u4e60\u6280\u672f\uff0c\u4e3a\u5176\u5ba2\u6237\u63d0\u4f9b\u7f51\u7edc\u3001\u5e94\u7528\u3001\u4e91\u548c\u79fb\u52a8\u73af\u5883\u7684\u5173\u952e\u5b89\u5168\u89e3\u51b3\u65b9\u6848\u3002\u8be5\u516c\u53f8\u73b0\u5728\u670d\u52a1\u7740\u5168\u740350\u591a\u4e07\u4e2a\u5ba2\u6237\u3002<\/li>\n<li><strong>CrowdStrike Holdings Inc.:\u00a0<\/strong>CrowdStrike 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