{"id":404517,"date":"2021-11-11T18:23:03","date_gmt":"2021-11-12T02:23:03","guid":{"rendered":"https:\/\/nai500.com\/?p=404517"},"modified":"2021-11-11T18:26:28","modified_gmt":"2021-11-12T02:26:28","slug":"%e7%a7%91%e6%8a%80%e8%82%a1-%e6%b0%b8%e8%bf%9c-%e7%9a%84%e7%a5%9e-11%e6%9c%88-%e9%87%8d%e7%82%b9-%e5%85%b3%e6%b3%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2021\/11\/%e7%a7%91%e6%8a%80%e8%82%a1-%e6%b0%b8%e8%bf%9c-%e7%9a%84%e7%a5%9e-11%e6%9c%88-%e9%87%8d%e7%82%b9-%e5%85%b3%e6%b3%a8\/","title":{"rendered":"\u79d1\u6280\u80a1\u6c38\u8fdc\u7684\u795e\uff0c11\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\u5e7410\u670825\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\u4e3a38.3%\uff0c\u9ad8\u4e8e\u7f57\u7d201000\u6307\u6570\u768436.8%\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\u572811\u6708\u91cd\u70b9\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>UWM Holdings Corp. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=UWMC\" data-component=\"link\" data-source=\"inlineLink\" data-type=\"internalLink\" data-ordinal=\"1\">UWMC<\/a>)<\/td>\n<td>6.98<\/td>\n<td>0.7<\/td>\n<td>1.2<\/td>\n<\/tr>\n<tr>\n<td>Qurate Retail Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=QRTEA\" data-component=\"link\" data-source=\"inlineLink\" data-type=\"internalLink\" data-ordinal=\"1\">QRTEA<\/a>)<\/td>\n<td>10.36<\/td>\n<td>4.2<\/td>\n<td>3.1<\/td>\n<\/tr>\n<tr>\n<td>Sage Therapeutics Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=SAGE\" data-component=\"link\" data-source=\"inlineLink\" data-type=\"internalLink\" data-ordinal=\"1\">SAGE<\/a>)<\/td>\n<td>41.42<\/td>\n<td>2.4<\/td>\n<td>3.3<\/td>\n<\/tr>\n<tr>\n<td>Annaly Capital Management Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=NLY\" data-component=\"link\" data-source=\"inlineLink\" data-type=\"internalLink\" data-ordinal=\"1\">NLY<\/a>)<\/td>\n<td>8.69<\/td>\n<td>12.6<\/td>\n<td>3.8<\/td>\n<\/tr>\n<tr>\n<td>Sylvamo Corp. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=SLVM\" data-component=\"link\" data-source=\"inlineLink\" data-type=\"internalLink\" data-ordinal=\"1\">SLVM<\/a>)<\/td>\n<td>27.64<\/td>\n<td>1.2<\/td>\n<td>4.2<\/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> UWM Holdings Corp.:\u00a0<\/strong>UWM Holdings\u662f\u4e00\u5bb6\u63a7\u80a1\u516c\u53f8\uff0c\u901a\u8fc7\u5176\u5b50\u516c\u53f8\u4ece\u4e8b\u4f4f\u5b85\u62b5\u62bc\u8d37\u6b3e\u7684\u53d1\u653e\u3001\u9500\u552e\u548c\u670d\u52a1\u3002\u8be5\u516c\u53f8\u4e13\u95e8\u53d1\u653e\u6279\u53d1\u62b5\u62bc\u8d37\u6b3e\uff0c\u662f\u7f8e\u56fd\u7b2c\u4e8c\u5927\u76f4\u63a5\u4f4f\u5b85\u62b5\u62bc\u8d37\u6b3e\u4eba\u548c\u6700\u5927\u7684\u6279\u53d1\u62b5\u62bc\u8d37\u6b3e\u4eba\uff0c\u62e5\u6709\u8fd19000\u540d\u5458\u5de5\u3002<\/li>\n<li><strong>Qurate Retail Inc.:\u00a0<\/strong>Qurate Retail\u662f\u4e00\u5bb6\u89c6\u9891\u548c\u5728\u7ebf\u5546\u52a1\u884c\u4e1a\u7684\u7535\u5b50\u5546\u52a1\u96f6\u552e\u5546\u3002\u54c1\u724c\u5305\u62ec\uff1aQVC\u3001HSN\u3001Zulily\u3001Ballard Designs\u3001Frontgate\u3001Garnet Hill\u548cGrandin Road\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u7535\u89c6\u7f51\u7edc\u3001\u7535\u5b50\u5546\u52a1\u7f51\u7ad9\u3001\u6d41\u5a92\u4f53\u670d\u52a1\u3001\u793e\u4ea4\u7f51\u9875\u3001\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\u3001\u5370\u5237\u76ee\u5f55\u7b49\u4e3a\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\uff0c\u5728\u5168\u7403\u8303\u56f4\u5185\u8986\u76d6\u4e86\u7ea62.18\u4ebf\u4e2a\u5bb6\u5ead\u3002\u8be5\u516c\u53f8\u57288\u6708\u521d\u5ba3\u5e03\u4e862021\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u8d22\u52a1\u4e1a\u7ee9\uff0c\u5728\u622a\u81f32021\u5e746\u670830\u65e5\u7684\u4e09\u4e2a\u6708\u671f\u95f4\uff0c\u4e0e\u53bb\u5e74\u540c\u671f\u76f8\u6bd4\uff0c\u51c0\u5229\u6da6\u548c\u6536\u5165\u5747\u6709\u6240\u589e\u957f\u3002Qurate\u8868\u793a\uff0c\u4e1a\u7ee9\u589e\u957f\u662f\u56e0\u4e3a\u5bf9\u670d\u88c5\u548c\u914d\u4ef6\u7684\u5f3a\u52b2\u9700\u6c42\uff0c\u540c\u65f6\u6b63\u5728\u7ee7\u7eed\u7ba1\u7406\u4f9b\u5e94\u94fe\u7684\u6311\u6218\u548c\u7d27\u5f20\u7684\u52b3\u52a8\u529b\u5e02\u573a\u3002<\/li>\n<li><strong>Sage Therapeutics Inc.:\u00a0<\/strong>Sage Therapeutics\u662f\u4e00\u5bb6\u751f\u7269\u5236\u836f\u516c\u53f8\uff0c\u4e3a\u5904\u5728\u8870\u9000\u4e2d\u7684\u5927\u8111\u5f00\u53d1\u65b0\u578b\u7597\u6cd5\uff0c\u5f00\u53d1\u7528\u4e8e\u6cbb\u7597\u6291\u90c1\u75c7\u3001\u795e\u7ecf\u7cfb\u7edf\u75be\u75c5\u548c\u795e\u7ecf\u7cbe\u795e\u75be\u75c5\u7684\u836f\u7269\uff0c\u4e3b\u8981\u4ea7\u54c1\u662f\u7ecf\u7f8e\u56fd\u98df\u54c1\u548c\u836f\u7269\u7ba1\u7406\u5c40(FDA)\u6279\u51c6\u7684\u4ea7\u540e\u6291\u90c1\u75c7\u6cbb\u7597\u836f\u7269\u3002\u8be5\u516c\u53f8\u8fd8\u5728\u63a2\u7d22\u4e00\u79cd\u53ef\u4ee5\u964d\u4f4e\u4e0eCOVID-19\u76f8\u5173\u7684\u6025\u6027\u547c\u5438\u7a98\u8feb\u7efc\u5408\u75c7\uff08ARDS\uff09\u53d1\u75c5\u7387\u548c\u6b7b\u4ea1\u7387\u7684\u6cbb\u7597\u65b9\u6cd5\u3002<\/li>\n<li><strong>Annaly Capital Management Inc.:\u00a0<\/strong>Annaly Capital Management\u662f\u4e00\u5bb6\u591a\u5143\u5316\u7684\u8d44\u672c\u7ba1\u7406\u516c\u53f8\uff0c\u5bf9\u4f4f\u5b85\u548c\u5546\u4e1a\u8d44\u4ea7\u8fdb\u884c\u6295\u8d44\u548c\u878d\u8d44\uff0c\u4f5c\u4e3a\u4e00\u53ea\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\uff08REIT\uff09\u8fd0\u4f5c\u3002\u8be5\u516c\u53f8\u7684\u6295\u8d44\u5305\u62ec\u673a\u6784\u62b5\u62bc\u8d37\u6b3e\u652f\u6301\u8bc1\u5238\uff08MBS\uff09\u3001\u4f4f\u5b85\u623f\u5730\u4ea7\u548c\u4e2d\u95f4\u5e02\u573a\u8d37\u6b3e\uff0c\u62e5\u6709\u8fd1930\u4ebf\u7f8e\u5143\u7684\u603b\u8d44\u4ea7\u3002<\/li>\n<li><strong>Sylvamo Corp.:\u00a0<\/strong>Sylvamo\u662f\u4e00\u5bb6\u5168\u7403\u6027\u7684\u9020\u7eb8\u516c\u53f8\uff0c\u901a\u8fc7\u4e00\u4e9b\u54c1\u724c\u4f9b\u5e94\u672a\u6d82\u5e03\u7684\u81ea\u7531\u7eb8\uff0c\u5305\u62ec\u6b27\u6d32\u7684Rey\u548cSvetocopy\u54c1\u724c\uff0c\u62c9\u4e01\u7f8e\u6d32\u7684Chamex\uff0c\u4ee5\u53ca\u5317\u7f8e\u7684Hammermill\u548cAccent Opaque\u54c1\u724c\uff0c\u5728\u6b27\u6d32\u3001\u62c9\u4e01\u7f8e\u6d32\u548c\u5317\u7f8e\u7684\u5de5\u5382\u96c7\u7528\u4e86\u8fd17000\u540d\u5458\u5de5\u3002 Sylvamo\u5728\u88ab\u56fd\u9645\u7eb8\u4e1a\u516c\u53f8\uff08IP\uff09\u5206\u62c6\u540e\u6210\u4e3a\u4e00\u5bb6\u72ec\u7acb\u7684\u4e0a\u5e02\u516c\u53f8\u3002(12 Sylvamo\u57282021\u5e7410\u67081\u65e5\u88abInternational Paper Co.\u5206\u62c6\u540e\u6210\u4e3a\u4e00\u5bb6\u72ec\u7acb\u7684\u4e0a\u5e02\u516c\u53f8\uff0c\u4e4b\u524d\u4f5c\u4e3a\u56fd\u9645\u7eb8\u4e1a\u516c\u53f8\u7684\u5168\u7403\u7eb8\u5f20\u4e1a\u52a1\u8fd0\u8425\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\" data-component=\"link\" data-source=\"inlineLink\" data-type=\"internalLink\" data-ordinal=\"1\">FIS<\/a>)<\/td>\n<td>125.04<\/td>\n<td>77.2<\/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\" data-component=\"link\" data-source=\"inlineLink\" data-type=\"internalLink\" data-ordinal=\"1\">AMD<\/a>)<\/td>\n<td>119.82<\/td>\n<td>145.3<\/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\" data-component=\"link\" data-source=\"inlineLink\" data-type=\"internalLink\" data-ordinal=\"1\">TTD<\/a>)<\/td>\n<td>73.96<\/td>\n<td>35.4<\/td>\n<td>100.0<\/td>\n<td>100.9<\/td>\n<\/tr>\n<tr>\n<td>Allegro Microsystems Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=ALGM\" data-component=\"link\" data-source=\"inlineLink\" data-type=\"internalLink\" data-ordinal=\"1\">ALGM<\/a>)<\/td>\n<td>33.13<\/td>\n<td>6.3<\/td>\n<td>445.3<\/td>\n<td>63.6<\/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\" data-component=\"link\" data-source=\"inlineLink\" data-type=\"internalLink\" data-ordinal=\"1\">NVDA<\/a>)<\/td>\n<td>227.26<\/td>\n<td>568.2<\/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>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\u8fc72\u4e07\u5bb6\u3002\u8be5\u516c\u53f8\u57288\u6708\u521d\u516c\u5e03\u4e86\u622a\u81f32021\u5e746\u670830\u65e5\u76842021\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u8d22\u52a1\u4e1a\u7ee9\uff0c\u5f52\u5c5e\u4e8e\u8be5\u516c\u53f8\u666e\u901a\u80a1\u80a1\u4e1c\u7684\u51c0\u5229\u6da6\u589e\u957f\u4e86\u8fd118\u500d\uff0c\u6536\u5165\u4e0e\u53bb\u5e74\u540c\u5b63\u5ea6\u76f8\u6bd4\u589e\u957f\u4e8617.3%\u3002\u6240\u6709\u4e09\u4e2a\u8fd0\u8425\u90e8\u95e8\uff0c\u5373\u5546\u5bb6\u3001\u94f6\u884c\u548c\u8d44\u672c\u5e02\u573a\u7684\u6536\u5165\u589e\u957f\u5747\u6709\u6240\u52a0\u5feb\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<\/li>\n<li><strong>Allegro Microsystems Inc.:\u00a0<\/strong>Allegro Microsystems\u4e8e2020\u5e74\u5e95\u901a\u8fc7\u9996\u6b21\u516c\u5f00\u52df\u80a1\uff08IPO\uff09\u4e0a\u5e02\uff0c\u662f\u4f20\u611f\u5668\u96c6\u6210\u7535\u8def\uff08IC\uff09\u548c\u7279\u5b9a\u5e94\u7528\u6a21\u62df\u7535\u6e90IC\u7684\u5168\u7403\u8bbe\u8ba1\u8005\u3001\u5f00\u53d1\u8005\u3001\u65e0\u6676\u5706\u5382\u5236\u9020\u5546\u548c\u9500\u552e\u5546\u3002\u8be5\u516c\u53f8\u7684\u4ea7\u54c1\u4e3a\u6c7d\u8f66\u7535\u6c14\u5316\u3001\u6c7d\u8f66\u9ad8\u7ea7\u9a7e\u9a76\u8f85\u52a9\u7cfb\u7edf\u7684\u5b89\u5168\u529f\u80fd\u3001\u6570\u636e\u4e2d\u5fc3\u7684\u8282\u7535\u6280\u672f\u3001\u7eff\u8272\u80fd\u6e90\u5e94\u7528\u7b49\u63d0\u4f9b\u89e3\u51b3\u65b9\u6848\uff0c\u4e3a\u5168\u740310,000\u591a\u4e2a\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\uff0c\u5305\u62ec50\u591a\u4e2a\u6c7d\u8f66\u539f\u59cb\u8bbe\u5907\u5236\u9020\u5546\uff08OEM\uff09\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\u3002\u8be5\u516c\u53f8\u7684\u4ea7\u54c1\u8fd8\u7528\u4e8e\u6e38\u620f\u3001\u4e13\u4e1a\u53ef\u89c6\u5316\u3001\u6570\u636e\u4e2d\u5fc3\u548c\u6c7d\u8f66\u7b49\u5e02\u573a\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\" data-component=\"link\" data-source=\"inlineLink\" data-type=\"internalLink\" data-ordinal=\"1\">NET<\/a>)<\/td>\n<td>181.35<\/td>\n<td>58.03<\/td>\n<td>224.9<\/td>\n<\/tr>\n<tr>\n<td>Teradata Corp. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=TDC\" data-component=\"link\" data-source=\"inlineLink\" data-type=\"internalLink\" data-ordinal=\"1\">TDC<\/a>)<\/td>\n<td>58.80<\/td>\n<td>6.4<\/td>\n<td>181.3<\/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\" data-component=\"link\" data-source=\"inlineLink\" data-type=\"internalLink\" data-ordinal=\"1\">BILL<\/a>)<\/td>\n<td>302.13<\/td>\n<td>30.8<\/td>\n<td>175.1<\/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\" data-component=\"link\" data-source=\"inlineLink\" data-type=\"internalLink\" data-ordinal=\"1\">HUBS<\/a>)<\/td>\n<td>814.16<\/td>\n<td>38.3<\/td>\n<td>163.3<\/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\" data-component=\"link\" data-source=\"inlineLink\" data-type=\"internalLink\" data-ordinal=\"1\">FTNT<\/a>)<\/td>\n<td>335.29<\/td>\n<td>54.8<\/td>\n<td>161.6<\/td>\n<\/tr>\n<tr>\n<td>iShares Russell 1000 ETF<\/td>\n<td>N\/A<\/td>\n<td>N\/A<\/td>\n<td>36.8<\/td>\n<\/tr>\n<tr>\n<td>Technology Select Sector SPDR Fund (<a href=\"https:\/\/www.investopedia.com\/markets\/quote?tvwidgetsymbol=XLK\" data-component=\"link\" data-source=\"inlineLink\" data-type=\"internalLink\" data-ordinal=\"1\">XLK<\/a>)<\/td>\n<td>N\/A<\/td>\n<td>N\/A<\/td>\n<td>38.3<\/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>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\u3002Cloudflare\u57288\u6708\u521d\u5ba3\u5e03\u4e86\u622a\u81f32021\u5e746\u670830\u65e5\u76842021\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u8d22\u52a1\u4e1a\u7ee9\uff0c\u51c0\u4e8f\u635f\u6269\u5927\u52303550\u4e07\u7f8e\u5143\u3002\u5c3d\u7ba1\u51c0\u4e8f\u635f\u8f83\u5927\uff0c\u4f46\u7531\u4e8eCloudflare\u5728\u672c\u5b63\u5ea6\u589e\u52a0\u4e86\u521b\u7eaa\u5f55\u7684\u5927\u5ba2\u6237\u6570\u91cf\uff0c\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f52.9%\u3002<\/li>\n<li><strong>Teradata Corp.:\u00a0<\/strong>Teradata\u662f\u4e00\u5bb6\u591a\u4e91\u4f01\u4e1a\u6570\u636e\u4ed3\u5e93\u5e73\u53f0\u516c\u53f8\u3002\u8be5\u516c\u53f8\u7684\u5e73\u53f0\u4e13\u6ce8\u4e8e\u5728\u4ea7\u54c1\u521b\u65b0\u3001\u964d\u4f4e\u98ce\u9669\u548c\u8d44\u4ea7\u4f18\u5316\u7b49\u9886\u57df\u4e3a\u5ba2\u6237\u63d0\u4f9b\u5e2e\u52a9\u3002\u622a\u81f32020\u5e7412\u670831\u65e5\uff0cTeradata\u5728\u5168\u7403\u62e5\u6709\u7ea67543\u540d\u5458\u5de5\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>HubSpot 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