{"id":400258,"date":"2021-10-06T00:08:43","date_gmt":"2021-10-06T07:08:43","guid":{"rendered":"https:\/\/nai500.com\/?p=400258"},"modified":"2021-10-06T00:10:51","modified_gmt":"2021-10-06T07:10:51","slug":"%e7%a7%91%e6%8a%80%e8%82%a1-%e6%b0%b8%e8%bf%9c-%e7%9a%84%e7%a5%9e-10%e6%9c%88%e4%bb%bd-%e9%87%8d%e7%82%b9-%e5%85%b3%e6%b3%a8-%e8%bf%99%e4%ba%9b-%e8%82%a1%e7%a5%a8%ef%bc%81","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2021\/10\/%e7%a7%91%e6%8a%80%e8%82%a1-%e6%b0%b8%e8%bf%9c-%e7%9a%84%e7%a5%9e-10%e6%9c%88%e4%bb%bd-%e9%87%8d%e7%82%b9-%e5%85%b3%e6%b3%a8-%e8%bf%99%e4%ba%9b-%e8%82%a1%e7%a5%a8%ef%bc%81\/","title":{"rendered":"\u79d1\u6280\u80a1\u6c38\u8fdc\u7684\u795e\uff0c10\u6708\u4efd\u91cd\u70b9\u5173\u6ce8\u8fd9\u4e9b\u80a1\u7968\uff01"},"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\u5e749\u670817\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\u4e3a37.9%\uff0c\u9ad8\u4e8e\u7f57\u7d201000\u6307\u6570\u768435.3%\u603b\u56de\u62a5\u7387\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\uff0c\u6295\u8d44\u8005\u4e00\u5b9a\u8981\u5728\u521a\u521a\u5230\u6765\u7684\u8fd9\u4e2a10\u6708\u5bc6\u5207\u5173\u6ce8\u3002<\/p>\n<h2><strong>\u4ef7\u503c\u6700\u9ad8\u7684\u79d1\u6280\u80a1<\/strong><\/h2>\n<p>\u4ef7\u503c\u6295\u8d44\u662f\u4e00\u79cd\u57fa\u4e8e\u56e0\u7d20\u7684\u6295\u8d44\u7b56\u7565\uff0c\u5305\u62ec\u6311\u9009\u8ba4\u4e3a\u4ea4\u6613\u4ef7\u683c\u4f4e\u4e8e\u5176\u5185\u5728\u4ef7\u503c\u7684\u80a1\u7968\uff0c\u901a\u5e38\u901a\u8fc7\u8861\u91cf\u80a1\u7968\u4ef7\u683c\u4e0e\u4e00\u4e2a\u6216\u591a\u4e2a\u57fa\u672c\u5546\u4e1a\u6307\u6807\u7684\u6bd4\u7387\uff0c\u5176\u4e2d\u4e00\u4e2a\u5e7f\u6cdb\u88ab\u8ba4\u53ef\u7684\u4ef7\u503c\u6307\u6807\u5c31\u662f\u5e02\u76c8\u7387\uff08P\/E\uff09\u3002\u5728\u4ef7\u503c\u6295\u8d44\u8005\u773c\u4e2d\uff0c\u5982\u679c\u4e00\u5bb6\u4f01\u4e1a\u4e0e\u5b83\u7684\u5185\u5728\u4ef7\u503c\u76f8\u6bd4\u5f88\u4fbf\u5b9c\uff0c\u5728\u8fd9\u79cd\u60c5\u51b5\u4e0b\uff0c\u4ee5\u5b83\u7684\u5e02\u76c8\u7387\u6765\u8861\u91cf\uff0c\u90a3\u4e48\u80a1\u4ef7\u53ef\u80fd\u4f1a\u6bd4\u5176\u4ed6\u4f01\u4e1a\u4e0a\u6da8\u5f97\u66f4\u5feb\uff0c\u56e0\u4e3a\u4ef7\u683c\u6700\u7ec8\u4f1a\u56de\u5230\u516c\u53f8\u7684\u4ef7\u503c\u4e0a\u3002\u4ee5\u4e0b\u662f12\u4e2a\u6708\u8ffd\u8e2a\u5e02\u76c8\u7387\u6700\u4f4e\u7684\u79d1\u6280\u80a1\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>\u8fc7\u53bb12\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>42.35<\/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>27.68<\/td>\n<td>31.9<\/td>\n<td>8.6<\/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>113.23<\/td>\n<td>8.1<\/td>\n<td>10.2<\/td>\n<\/tr>\n<tr>\n<td>TD SYNNEX (<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>115.29<\/td>\n<td>11.1<\/td>\n<td>11.3<\/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>54.26<\/td>\n<td>220.1<\/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<\/li>\n<li><strong>HP Inc.:\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\u4ea4\u6613\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>TD SYNNEX:\u00a0<\/strong>TD SYNNEX\u7ed3\u5408\u4e86\u4e00\u6d41\u6280\u672f\u4f9b\u5e94\u5546\u7684IT\u4ea7\u54c1\u3001\u670d\u52a1\u548c\u89e3\u51b3\u65b9\u6848\uff0c\u5e76\u5411100\u591a\u4e2a\u56fd\u5bb6\u7684150,000\u591a\u540d\u5ba2\u6237\u63d0\u4f9b\u8fd9\u4e9b\u6346\u7ed1\u670d\u52a1\u3002\u8be5\u516c\u53f8\u4e13\u653b\u4e91\u8ba1\u7b97\u3001\u7f51\u7edc\u5b89\u5168\u3001\u5927\u6570\u636e\u548c\u5206\u6790\u3001\u7269\u8054\u7f51\uff08IoT\uff09\u7b49\u6280\u672f\u9886\u57df\u3002TD SYNNEX\u662f\u901a\u8fc7SYNNEX Corp.\u548cTech Data Corp.\u4e8e2021\u5e749\u67081\u65e5\u5b8c\u6210\u7684\u5408\u5e76\u6210\u7acb\u7684\u3002\u7531Rich Hume\u62c5\u4efb\u65b0\u6210\u7acb\u7684\u516c\u53f8\u7684\u9996\u5e2d\u6267\u884c\u5b98\u3002SYNNEX\u7684\u524d\u9996\u5e2d\u6267\u884c\u5b98Dennis Polk\u6210\u4e3a\u8463\u4e8b\u4f1a\u7684\u6267\u884c\u4e3b\u5e2d\u3002<\/li>\n<li><strong>Intel Corp.:\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<\/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>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>123.73<\/td>\n<td>76.4<\/td>\n<td>1,730<\/td>\n<td>17.3<\/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>103.88<\/td>\n<td>126.0<\/td>\n<td>346.2<\/td>\n<td>99.3<\/td>\n<\/tr>\n<tr>\n<td>The Trade Desk Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=TTD\">TTD<\/a>)<\/td>\n<td>72.58<\/td>\n<td>34.7<\/td>\n<td>100.0<\/td>\n<td>100.9<\/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>219.00<\/td>\n<td>547.5<\/td>\n<td>276.0<\/td>\n<td>68.3<\/td>\n<\/tr>\n<tr>\n<td>Qualcomm Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=QCOM\">QCOM<\/a>)<\/td>\n<td>133.60<\/td>\n<td>150.7<\/td>\n<td>139.2<\/td>\n<td>64.7<\/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>Fidelity National Information Services Inc.:\u00a0<\/strong>Fidelity National Information Services (FIS)\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\u8fc71.8\u4e07\u5bb6\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>The Trade Desk Inc.:\u00a0<\/strong>The Trade Desk\u63d0\u4f9b\u4e86\u4e00\u4e2a\u57fa\u4e8e\u4e91\u7684\u5e73\u53f0\uff0c\u4f7f\u5ba2\u6237\u80fd\u591f\u521b\u5efa\u3001\u7ba1\u7406\u548c\u4f18\u5316\u66f4\u5177\u8868\u73b0\u529b\u7684\u6570\u636e\u9a71\u52a8\u7684\u6570\u5b57\u5e7f\u544a\u6d3b\u52a8\u3002\u8425\u9500\u4eba\u5458\u53ef\u4ee5\u4f7f\u7528\u8be5\u5e73\u53f0\u5728\u4e00\u7cfb\u5217\u5e7f\u544a\u683c\u5f0f\u4e2d\u5b9a\u5236\u5e7f\u544a\u6d3b\u52a8\uff0c\u5305\u62ec\u5c55\u793a\u3001\u89c6\u9891\u3001\u97f3\u9891\u3001\u539f\u751f\u548c\u793e\u4ea4\uff0c\u5e76\u901a\u8fc7\u5404\u79cd\u8bbe\u5907\uff0c\u5982\u7535\u8111\u3001\u79fb\u52a8\u8bbe\u5907\u548c\u8054\u7f51\u7535\u89c6\u3002\u8be5\u516c\u53f8\u57288\u6708\u5ba3\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\uff0c\u4e0e\u4e0a\u5e74\u540c\u671f\u76f8\u6bd4\uff0c\u51c0\u6536\u5165\u589e\u957f\u4e8690.0%\uff0c\u6536\u5165\u589e\u957f\u4e86100.9%\u3002\u8be5\u516c\u53f8\u6307\u51fa\uff0c\u6700\u8fd1\u63a8\u51fa\u7684Solimar\u4ea4\u6613\u5e73\u53f0\u4e3a\u5e7f\u544a\u5546\u63d0\u4f9b\u4e86\u5404\u79cd\u529f\u80fd\uff0c\u5982\u7b2c\u4e00\u65b9\u6570\u636e\u7684\u5b89\u5168\u5165\u5e93\u548c\u4e00\u4e2a\u8de8\u6e20\u9053\u7684\u6d4b\u91cf\u5e02\u573a\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\u51c0\u6536\u5165\u540c\u6bd4\u589e\u957f281.7%\uff0c\u6536\u5165\u540c\u6bd4\u589e\u957f68.3%\uff0c\u8fbe\u523065\u4ebf\u7f8e\u5143\u7684\u65b0\u5b63\u5ea6\u8bb0\u5f55\u3002NVIDIA\u8fd8\u5728\u8be5\u5b63\u5ea6\u63a8\u51fa\u4e86NVIDIA Base Command\u548cFleet Command\uff0c\u8fd9\u5c06\u4f7f\u5728\u8be5\u516c\u53f8\u7684AI\u4f01\u4e1a\u8f6f\u4ef6\u5957\u4ef6\u4e0a\u8fd0\u884c\u7684AI\u5de5\u4f5c\u8d1f\u8f7d\u5f97\u5230\u5f00\u53d1\u548c\u90e8\u7f72\u3002<\/li>\n<li><strong>Qualcomm Inc.:<\/strong>\u00a0\u9ad8\u901a\u516c\u53f8\u751f\u4ea7\u4e0e\u65e0\u7ebf\u7f51\u7edc\u76f8\u5173\u7684\u8ba1\u7b97\u673a\u82af\u7247\u3001\u8f6f\u4ef6\u548c\u670d\u52a1\uff0c\u5305\u62ec3G\u30014G\u30015G\u548cWIFI\u7f51\u7edc\u4ee5\u53ca\u96c6\u6210\u5230\u7269\u8054\u7f51\u7684\u5404\u79cd\u8bbe\u5907\uff0c\u8fd8\u5c06\u65e0\u7ebf\u6280\u672f\u4e13\u5229\u6388\u6743\u7ed9\u5176\u4ed6\u516c\u53f8\u30022020\u5e74\uff0c\u9ad8\u901a\u76843G\u30014G\u548c5G\u6280\u672f\u5728\u5168\u7403\u6709300\u591a\u5bb6\u88ab\u8bb8\u53ef\u4eba\u3002\u622a\u81f32021\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u672b\uff0c\u9ad8\u901a\u5728\u5168\u7403\u62e5\u6709\u8d85\u8fc714\u4e07\u9879\u4e13\u5229\u548c\u4e13\u5229\u7533\u8bf7\u30022021\u5e748\u67085\u65e5\uff0c\u8be5\u516c\u53f8\u5ba3\u5e03\u4ee5\u6bcf\u80a137\u7f8e\u5143\u6536\u8d2d\u6c7d\u8f66\u6280\u672f\u516c\u53f8Veoneer\u3002\u9ad8\u901a\u516c\u53f8\u8868\u793a\uff0c\u8fd9\u6b21\u6536\u8d2d\u662f\u4e3a\u4e86\u5e2e\u52a9\u63d0\u9ad8\u5176\u5728\u201c\u9ad8\u7ea7\u9a7e\u9a76\u8f85\u52a9\u7cfb\u7edf\u201d\uff08ADAS\uff09\u5e02\u573a\u7684\u7ade\u4e89\u529b\uff0cADAS\u662f\u6307\u5404\u79cd\u8bd5\u56fe\u51cf\u5c11\u9053\u8def\u4e0a\u4eba\u4e3a\u9519\u8bef\u7684\u81ea\u52a8\u7cfb\u7edf\u3002<\/li>\n<\/ul>\n<h2><strong>\u52bf\u5934\u6700\u5f3a\u7684\u79d1\u6280\u80a1<\/strong><\/h2>\n<p>\u8ffd\u9010\u4e0a\u6da8\u52bf\u5934\u662f\u4e00\u79cd\u57fa\u4e8e\u56e0\u7d20\u7684\u6295\u8d44\u7b56\u7565\uff0c\u5373\u6295\u8d44\u4e8e\u4ef7\u683c\u6da8\u5e45\u8d85\u8fc7\u6574\u4e2a\u5e02\u573a\u7684\u80a1\u7968\u3002\u6295\u8d44\u8005\u8ba4\u4e3a\uff0c\u5df2\u7ecf\u8dd1\u8d62\u5e02\u573a\u7684\u80a1\u7968\u5f80\u5f80\u4f1a\u7ee7\u7eed\u8dd1\u8d62\u5e02\u573a\uff0c\u56e0\u4e3a\u5bfc\u81f4\u5b83\u4eec\u8dd1\u8d62\u7684\u56e0\u7d20\u4e0d\u4f1a\u7a81\u7136\u6d88\u5931\u3002\u6b64\u5916\uff0c\u5176\u4ed6\u6295\u8d44\u8005\u4e3a\u4e86\u4ece\u80a1\u7968\u7684\u8d85\u989d\u6536\u76ca\u4e2d\u83b7\u76ca\uff0c\u5f80\u5f80\u4f1a\u8d2d\u4e70\u8fd9\u7c7b\u80a1\u7968\uff0c\u8fdb\u4e00\u6b65\u62ac\u9ad8\u5176\u4ef7\u683c\uff0c\u5c06\u80a1\u7968\u7ee7\u7eed\u63a8\u9ad8\u3002\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>131.41<\/td>\n<td>42.1<\/td>\n<td>264.0<\/td>\n<\/tr>\n<tr>\n<td>Bill.com Holdings Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=BILL\">BILL<\/a>)<\/td>\n<td>294.20<\/td>\n<td>28.5<\/td>\n<td>249.8<\/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>299.49<\/td>\n<td>48.9<\/td>\n<td>159.6<\/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>696.68<\/td>\n<td>32.8<\/td>\n<td>157.9<\/td>\n<\/tr>\n<tr>\n<td>Applied Materials Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=AMAT\">AMAT<\/a>)<\/td>\n<td>140.80<\/td>\n<td>127.1<\/td>\n<td>152.0<\/td>\n<\/tr>\n<tr>\n<td>Russell 1000<\/td>\n<td>N\/A<\/td>\n<td>N\/A<\/td>\n<td>35.3<\/td>\n<\/tr>\n<tr>\n<td>Technology Select Sector SPDR Fund (<a href=\"https:\/\/www.investopedia.com\/markets\/quote?tvwidgetsymbol=XLK\">XLK<\/a>)<\/td>\n<td>N\/A<\/td>\n<td>N\/A<\/td>\n<td>37.9<\/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\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<\/li>\n<li><strong>Bill.com Holdings Inc.:\u00a0<\/strong>Bill.com\u63d0\u4f9b\u57fa\u4e8e\u4e91\u7684\u8f6f\u4ef6\uff0c\u65e8\u5728\u4e3a\u4e2d\u5c0f\u578b\u4f01\u4e1a\uff08SMB\uff09\u7b80\u5316\u3001\u6570\u5b57\u5316\u548c\u81ea\u52a8\u5316\u540e\u53f0\u64cd\u4f5c\u3002\u8be5\u516c\u53f8\u5e2e\u52a9\u4e2d\u5c0f\u4f01\u4e1a\u7ba1\u7406\u5176\u73b0\u91d1\u6d41\u5165\u548c\u6d41\u51fa\u3002Bill.com Holdings\u4e3a\u7f8e\u56fd\u524d100\u540d\u4f1a\u8ba1\u5e08\u4e8b\u52a1\u6240\u4e2d\u768480%\u4ee5\u4e0a\u63d0\u4f9b\u670d\u52a1\u3002\u8be5\u516c\u53f8\u57289\u6708\u521d\u5ba3\u5e03\u5b8c\u6210\u4e86\u5bf9Invoice2go\u7684\u6536\u8d2d\uff0c\u8fd9\u662f\u4e00\u5bb6\u4ee5\u79fb\u52a8\u4e3a\u5148\u7684\u5e94\u6536\u8d26\u6b3e\u8f6f\u4ef6\u4f9b\u5e94\u5546\uff0c\u6536\u8d2d\u4ef7\u683c\u7ea6\u4e3a6.25\u4ebf\u7f8e\u5143\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>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>Applied Materials Inc.:\u00a0<\/strong>\u5e94\u7528\u6750\u6599\u516c\u53f8\u662f\u4e00\u5bb6\u6750\u6599\u5de5\u7a0b\u89e3\u51b3\u65b9\u6848\u7684\u5168\u7403\u4f9b\u5e94\u5546\uff0c\u4e3a\u534a\u5bfc\u4f53\u3001\u663e\u793a\u5668\u548c\u5176\u4ed6\u76f8\u5173\u884c\u4e1a\u63d0\u4f9b\u5236\u9020\u8bbe\u5907\u3001\u670d\u52a1\u548c\u8f6f\u4ef6\u3002\u8be5\u516c\u53f8\u5728\u5168\u740319\u4e2a\u56fd\u5bb6\u62e5\u6709\u7ea624000\u540d\u5458\u5de5\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"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 [&hellip;]<\/p>\n","protected":false},"author":31,"featured_media":385895,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[427,1521],"tags":[558],"class_list":["post-400258","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hans","category-1521","tag-558","sectors-technology-zh-hans","locations-618","locations-canada-zh-hans","locations-europe-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/400258","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\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=400258"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/400258\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/385895"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=400258"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=400258"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=400258"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}