{"id":410690,"date":"2022-01-13T00:24:50","date_gmt":"2022-01-13T08:24:50","guid":{"rendered":"https:\/\/nai500.com\/?p=410690"},"modified":"2022-01-13T00:25:49","modified_gmt":"2022-01-13T08:25:49","slug":"%e7%a7%91%e6%8a%80%e8%82%a1-%e7%89%9b%e5%b8%82-1%e6%9c%88%e4%bb%bd-%e5%85%b3%e6%b3%a8-%e8%bf%99%e4%ba%9b-%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2022\/01\/%e7%a7%91%e6%8a%80%e8%82%a1-%e7%89%9b%e5%b8%82-1%e6%9c%88%e4%bb%bd-%e5%85%b3%e6%b3%a8-%e8%bf%99%e4%ba%9b-%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u79d1\u6280\u80a1\u725b\u5e02\u4ecd\u53ef\u671f\uff0c1\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\uff08AI\uff09\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\u679cApple Inc.\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\u8f6fMicrosoft Corp.\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\u900aAmazon.com Inc.\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\u5e7412\u670823\u65e5\u7684\u8fc7\u53bb\u4e00\u5e74\uff0c\u4ee5\u79d1\u6280\u7cbe\u9009\u884c\u4e1aTechnology Select Sector SPDR Fund (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=XLK\">XLK<\/a>)\u4e3a\u4ee3\u8868\u7684\u79d1\u6280\u80a1\u7968\u8868\u73b0\u8d85\u8fc7\u5927\u76d8\u3002XLK\u5728\u8fc7\u53bb12\u4e2a\u6708\u7684\u603b\u56de\u62a5\u7387\u4e3a35.9%\uff0c\u9ad8\u4e8e\u7f57\u7d201000\u6307\u6570\u768427.2%\u603b\u56de\u62a5\u7387\u3002<\/p>\n<p>\u4ee5\u4e0b\u662f\u4ef7\u503c\u6700\u9ad8\u3001\u589e\u957f\u6700\u5feb\u3001\u52bf\u5934\u6700\u5f3a\u7684\u79d1\u6280\u80a1\uff0c\u6295\u8d44\u8005\u4e00\u5b9a\u8981\u57281\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>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>41.06<\/td>\n<td>4.9<\/td>\n<td>4.8<\/td>\n<\/tr>\n<tr>\n<td>Hewlett Packard Enterprise Co. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=HPE\">HPE<\/a>)<\/td>\n<td>15.76<\/td>\n<td>20.4<\/td>\n<td>6.2<\/td>\n<\/tr>\n<tr>\n<td>Dell Technologies Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=DELL\">DELL<\/a>)<\/td>\n<td>55.88<\/td>\n<td>42.7<\/td>\n<td>6.5<\/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>37.65<\/td>\n<td>40.8<\/td>\n<td>6.9<\/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>51.31<\/td>\n<td>208.7<\/td>\n<td>10.0<\/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\u3002\u8be5\u516c\u53f8\u5e2e\u52a9\u6c7d\u8f66\u7ecf\u9500\u5546\u548c\u539f\u59cb\u8bbe\u5907\u5236\u9020\u5546\uff08OEMs\uff09\u4f18\u5316\u548c\u7b80\u5316\u65e5\u5e38\u8fd0\u8425\uff0c\u62e5\u6709\u8d85\u8fc730,000\u4e2a\u96f6\u552e\u5ba2\u6237\u70b9\u3002<\/li>\n<li><strong>Hewlett Packard Enterprise Co.:\u00a0<\/strong>\u60e0\u666e\u4f01\u4e1a\u63d0\u4f9b\u667a\u80fd\u6280\u672f\u89e3\u51b3\u65b9\u6848\uff0c\u5982\u4e91\u670d\u52a1\u3001\u8ba1\u7b97\u548c\u9ad8\u6027\u80fd\u8ba1\u7b97\u4e0e\u4eba\u5de5\u667a\u80fd\u3002\u8be5\u516c\u53f8\u7684\u8fb9\u7f18\u7f51\u7edc\u8fde\u63a5\u4e86\u5168\u74031000\u4e07\u53f0\u8bbe\u5907\u3002\u5728\u622a\u81f32021\u5e7410\u670831\u65e5\u76842021\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u51c0\u5229\u6da6\u589e\u957f\u4e8616\u500d\uff0c\u51c0\u6536\u5165\u540c\u6bd4\u589e\u957f\u4e862.9%\u3002\u8be5\u516c\u53f8\u5c06\u8fd9\u4e00\u4e1a\u7ee9\u90e8\u5206\u5f52\u529f\u4e8e\u5f3a\u52b2\u7684\u5ba2\u6237\u9700\u6c42\u3002<\/li>\n<li><strong>Dell Technologies Inc.:\u00a0<\/strong>\u6234\u5c14\u6280\u672f\u516c\u53f8\u8bbe\u8ba1\u3001\u5f00\u53d1\u548c\u5236\u9020\u4e00\u7cfb\u5217\u96c6\u6210\u6280\u672f\u89e3\u51b3\u65b9\u6848\u3001\u4ea7\u54c1\u548c\u670d\u52a1\uff0c\u4ea7\u54c1\u5305\u62ec\u53f0\u5f0f\u673a\u3001\u5de5\u4f5c\u7ad9\u3001\u7b14\u8bb0\u672c\u3001\u663e\u793a\u5668\u3001\u6295\u5f71\u4eea\u7b49\u3002\u8be5\u516c\u53f8\u8fd8\u63d0\u4f9b\u591a\u4e91\u3001\u5927\u6570\u636e\u548c\u5b58\u50a8\u89e3\u51b3\u65b9\u6848\uff0c\u4ee5\u6ee1\u8db3\u5176\u5ba2\u6237\u7684\u5404\u79cd\u9700\u6c42\u3002\u6234\u5c14\u4e3a98%\u7684\u8d22\u5bcc500\u5f3a\u4f01\u4e1a\u63d0\u4f9b\u670d\u52a1\uff0c\u96c7\u7528\u4e86\u8d85\u8fc740,000\u540d\u9500\u552e\u4eba\u5458\u3002\u5728\u622a\u81f32021\u5e7410\u670829\u65e5\u76842022\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\uff0c\u6234\u5c14\u51c0\u6536\u5165\u7ffb\u4e86\u4e24\u756a\u591a\uff0c\u800c\u603b\u51c0\u6536\u5165\u540c\u6bd4\u589e\u957f\u4e8620.9%\uff0c\u662f\u8be5\u516c\u53f8\u6709\u53f2\u4ee5\u6765\u6700\u5f3a\u52b2\u7684\u7b2c\u4e09\u5b63\u5ea6\u3002\u6234\u5c14\u8868\u793a\uff0c\u5f3a\u52b2\u7684\u9700\u6c42\u3001\u6301\u4e45\u7684\u7ade\u4e89\u4f18\u52bf\u548c\u5f3a\u5927\u7684\u6267\u884c\u529b\u5171\u540c\u63a8\u52a8\u4e86\u8fd9\u4e9b\u7ed3\u679c\u3002<\/li>\n<li><strong>HP Inc.:\u00a0<\/strong>\u60e0\u666e\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\uff0c\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<\/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\u8fd9\u4e9b\u4ea7\u54c1\u90fd\u662f\u4e3a\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\u7b49\uff0c\u5728\u5168\u7403\u62e5\u6709\u8d85\u8fc711\u4e07\u540d\u5458\u5de5\u30022021\u5e7412\u670829\u65e5\uff0c\u82f1\u7279\u5c14\u9996\u6b21\u62a5\u544a\u4e86\u51fa\u552e\u5176\u5728\u4e2d\u56fd\u7684NAND\u548cSSD\u4e1a\u52a1\u53ca\u76f8\u5173\u751f\u4ea7\u8bbe\u65bd\u7684\u4ea4\u6613\u3002\u9884\u8ba1\u6700\u7ec8\u4ea4\u6613\u5c06\u57283\u6708\u8fdb\u884c\u3002\u4e70\u65b9\u662f\u97e9\u56fd\u7684SK\u6d77\u529b\u58eb\uff0c\u5c06\u652f\u4ed870\u4ebf\u7f8e\u5143\u7684\u603b\u4ef7\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 width=\"86\">\u5e02\u503c ($10\u4ebf)<\/td>\n<td width=\"81\">\u6bcf\u80a1\u6536\u76ca\u589e\u957f (%)<\/td>\n<td>\u6536\u5165\u589e\u957f (%)<\/td>\n<\/tr>\n<tr>\n<td>Sunrun Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=RUN\">RUN<\/a>)<\/td>\n<td>34.65<\/td>\n<td width=\"86\">7.2<\/td>\n<td width=\"81\">-60.7<\/td>\n<td>109.2<\/td>\n<\/tr>\n<tr>\n<td>Enphase Energy Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=ENPH\">ENPH<\/a>)<\/td>\n<td>188.17<\/td>\n<td width=\"86\">25.4<\/td>\n<td width=\"81\">-46.4<\/td>\n<td>96.9<\/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>325.53<\/td>\n<td width=\"86\">26.8<\/td>\n<td width=\"81\">826.3<\/td>\n<td>16.3<\/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>109.05<\/td>\n<td width=\"86\">66.4<\/td>\n<td width=\"81\">766.7<\/td>\n<td>9.7<\/td>\n<\/tr>\n<tr>\n<td>Teledyne Technologies Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=TDY\">TDY<\/a>)<\/td>\n<td>428.73<\/td>\n<td width=\"86\">20.0<\/td>\n<td width=\"81\">13.3<\/td>\n<td>75.2<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><sup>\u6765\u6e90\uff1a<\/sup><a href=\"https:\/\/ycharts.com\/\"><sup>YCharts<\/sup><\/a><\/p>\n<ul>\n<li><strong>Sunrun Inc.:\u00a0<\/strong>Sunrun\u662f\u4e00\u5bb6\u592a\u9633\u80fd\u516c\u53f8\uff0c\u63d0\u4f9b\u4f4f\u5b85\u592a\u9633\u80fd\u7535\u6c60\u677f\u548c\u7535\u6c60\u5b58\u50a8\u89e3\u51b3\u65b9\u6848\uff0c\u4e3b\u8981\u4e3a\u4f4f\u5b85\u5ba2\u6237\u8bbe\u8ba1\u3001\u5f00\u53d1\u548c\u5b89\u88c5\u592a\u9633\u80fd\u7cfb\u7edf\uff0c\u8fd8\u4e3a\u8fd9\u4e9b\u7cfb\u7edf\u63d0\u4f9b\u7ef4\u62a4\u670d\u52a1\u3002\u622a\u81f32020\u5e74\u5e95\uff0cSunrun\u5171\u67098500\u540d\u5168\u804c\u5458\u5de5\u3002\u5728\u622a\u81f32021\u5e749\u670830\u65e5\u76842021\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\uff0cSunrun\u62a5\u544a\u79f0\uff0c\u5373\u4f7f\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f109%\uff0c\u5f52\u5c5e\u4e8e\u666e\u901a\u80a1\u80a1\u4e1c\u7684\u51c0\u6536\u5165\u4e0b\u964d\u52302410\u4e07\u7f8e\u5143\u3002\u51c0\u6536\u5165\u53d7\u5230\u4e86\u603b\u8fd0\u8425\u8d39\u7528\u589e\u52a0\u7684\u8d1f\u9762\u5f71\u54cd\u3002<\/li>\n<li><strong>Enphase Energy Inc.:\u00a0<\/strong>Enphase Energy\u662f\u4e00\u5bb6\u5168\u7403\u80fd\u6e90\u6280\u672f\u516c\u53f8\uff0c\u5c06\u592a\u9633\u80fd\u3001\u7535\u6c60\u548c\u8f6f\u4ef6\u6574\u5408\u5728\u4e00\u8d77\uff0c\u63d0\u4f9b\u57fa\u4e8e\u5fae\u578b\u9006\u53d8\u5668\u7684\u592a\u9633\u80fd\u52a0\u50a8\u80fd\u7cfb\u7edf\u3002\u8be5\u516c\u53f8\u5df2\u5728\u5168\u7403170\u591a\u4e07\u4e2a\u5bb6\u5ead\u5b89\u88c5\u4e86\u8d85\u8fc73900\u4e07\u53f0\u5fae\u578b\u9006\u53d8\u5668\u30022021\u5e7412\u670813\u65e5\uff0cEnphase\u5ba3\u5e03\u5728\u58a8\u897f\u54e5\u542f\u52a8Enphase\u5b89\u88c5\u5546\u7f51\u7edc\uff08EIN\uff09\u3002EIN\u662f\u4e00\u4e2a\u503c\u5f97\u4fe1\u8d56\u7684\u5b89\u88c5\u5546\u7f51\u7edc\uff0c\u65e8\u5728\u5e2e\u52a9\u5f53\u5730\u5b89\u88c5\u5546\u5728\u4e00\u7cfb\u5217\u6570\u5b57\u5de5\u5177\u7684\u652f\u6301\u4e0b\u53d1\u5c55\u4e1a\u52a1\u3002\u7ba1\u7406\u5c42\u8868\u793a\uff0c\u58a8\u897f\u54e5\u662f\u5176\u56fd\u9645\u589e\u957f\u6218\u7565\u7684\u5173\u952e\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\u4ee5\u53d1\u5c55\u5176\u4e1a\u52a1\uff0c\u5728\u91d1\u878d\u3001\u4fe1\u606f\u6280\u672f\u3001\u6cd5\u5f8b\u548c\u5408\u89c4\u6027\u3001\u4ea7\u54c1\u7ba1\u7406\u3001\u6218\u7565\u548c\u4f9b\u5e94\u94fe\u7b49\u9886\u57df\u4e3a\u5ba2\u6237\u63d0\u4f9b\u5e2e\u52a9\u3002Gartner\u76ee\u524d\u7ea6\u670916,000\u540d\u5458\u5de5\uff0c\u4e3a100\u591a\u4e2a\u56fd\u5bb6\u7684\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002<\/li>\n<li><strong>Fidelity National Information Services Inc.:\u00a0<\/strong>Fidelity National Information Services (FIS)\u4e3a\u5546\u5bb6\u3001\u94f6\u884c\u548c\u4ece\u4e8b\u8d44\u672c\u5e02\u573a\u7684\u516c\u53f8\u63d0\u4f9b\u91d1\u878d\u6280\u672f\u89e3\u51b3\u65b9\u6848\u3002\u8be5\u516c\u53f8\u7684\u6280\u672f\u548c\u670d\u52a1\u4e3a\u652f\u4ed8\u3001\u94f6\u884c\u548c\u6295\u8d44\u9700\u6c42\u63d0\u4f9b\u89e3\u51b3\u65b9\u6848\uff0c\u4e3a\u5168\u740320,000\u591a\u4e2a\u5ba2\u6237\u4fc3\u6210750\u4ebf\u7f8e\u5143\u7684\u4ea4\u6613\u3002<\/li>\n<li><strong>Teledyne Technologies Inc.:\u00a0<\/strong>Teledyne Technologies\u4e3a\u9700\u8981\u5148\u8fdb\u6280\u672f\u548c\u53ef\u9760\u6027\u7684\u5de5\u4e1a\u589e\u957f\u5e02\u573a\u63d0\u4f9b\u6709\u5229\u6280\u672f\u3002\u516c\u53f8\u63d0\u4f9b\u6570\u5b57\u6210\u50cf\u4f20\u611f\u5668\u3001\u76f8\u673a\u3001\u76d1\u6d4b\u548c\u63a7\u5236\u4eea\u5668\u3001\u56fd\u9632\u7535\u5b50\u548c\u536b\u661f\u901a\u4fe1\u5b50\u7cfb\u7edf\u4ee5\u53ca\u76f8\u5173\u4ea7\u54c1\uff0c\u5728\u7f8e\u56fd\u3001\u82f1\u56fd\u3001\u52a0\u62ff\u5927\u4ee5\u53ca\u897f\u6b27\u548c\u5317\u6b27\u90fd\u6709\u4e1a\u52a1\u30022021\u5e74\u7b2c\u4e09\u5b63\u5ea6\uff0cTeledyne\u62a5\u544a\u51c0\u6536\u5165\u540c\u6bd4\u589e\u957f42.8%\uff0c\u51c0\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f75.2%\u3002\u51c0\u9500\u552e\u4e1a\u7ee9\u53cd\u6620\u4e86\u8be5\u5b63\u5ea6\u6536\u8d2dFLIR Systems Inc.\u5e26\u6765\u7684\u589e\u91cf\u51c0\u9500\u552e\u989d\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>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>349.02<\/td>\n<td>57.1<\/td>\n<td>132.3<\/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>296.40<\/td>\n<td>741.0<\/td>\n<td>128.0<\/td>\n<\/tr>\n<tr>\n<td>ON Semiconductor Corp. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=ON\">ON<\/a>)<\/td>\n<td>66.76<\/td>\n<td>28.8<\/td>\n<td>109.9<\/td>\n<\/tr>\n<tr>\n<td>Gartner Inc. (IT)<\/td>\n<td>325.53<\/td>\n<td>26.8<\/td>\n<td>107.3<\/td>\n<\/tr>\n<tr>\n<td>Arista Networks Inc. (<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=ANET\">ANET<\/a>)<\/td>\n<td>141.85<\/td>\n<td>43.6<\/td>\n<td>98.1<\/td>\n<\/tr>\n<tr>\n<td>Russell 1000 Index<\/td>\n<td>N\/A<\/td>\n<td>N\/A<\/td>\n<td>27.2<\/td>\n<\/tr>\n<tr>\n<td>Technology Select Sector SPDR Fund (XLK)<\/td>\n<td>N\/A<\/td>\n<td>N\/A<\/td>\n<td>35.9<\/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>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\u540d\u5ba2\u6237\u3002<\/li>\n<li><strong>NVIDIA Corp.:\u00a0<\/strong>\u82f1\u4f1f\u8fbe\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\u3002GPU\u66fe\u7ecf\u4e3b\u8981\u7528\u4e8e\u4e2a\u4eba\u7535\u8111\uff08PC\uff09\u6e38\u620f\uff0c\u8fd1\u5e74\u6765\u8d8a\u6765\u8d8a\u591a\u5730\u88ab\u7528\u4e8e\u52a0\u5bc6\u8d27\u5e01\u6316\u77ff\u548c\u673a\u5668\u5b66\u4e60\u3002\u9664\u6b64\u4e4b\u5916\uff0c\u82f1\u4f1f\u8fbe\u7684\u4ea7\u54c1\u4e5f\u88ab\u7528\u4e8e\u5176\u4ed6\u5e02\u573a\uff0c\u5305\u62ec\u6e38\u620f\u3001\u4e13\u4e1a\u53ef\u89c6\u5316\u3001\u6570\u636e\u4e2d\u5fc3\u548c\u6c7d\u8f66\u3002<\/li>\n<li><strong>ON Semiconductor Corp.:\u00a0<\/strong>ON Semiconductor\u662f\u4e00\u5bb6\u4e13\u6ce8\u4e8e\u6c7d\u8f66\u548c\u5de5\u4e1a\u7ec8\u7aef\u5e02\u573a\u7684\u6280\u672f\u516c\u53f8\uff0c\u63d0\u4f9b\u4e0e\u6c7d\u8f66\u7535\u6c14\u5316\u548c\u5b89\u5168\u3001\u53ef\u6301\u7eed\u80fd\u6e90\u7f51\u548c\u4e91\u57fa\u7840\u8bbe\u65bd\u76f8\u5173\u7684\u667a\u80fd\u7535\u6e90\u548c\u4f20\u611f\u6280\u672f\u53ca\u4ea7\u54c1\uff0c\u572819\u4e2a\u56fd\u5bb6\u62e5\u6709\u7ea633,000\u540d\u5458\u5de5\u30022021\u5e74\u7b2c\u4e09\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u62a5\u544a\u5f52\u5c5e\u51c0\u5229\u6da6\u548c\u6536\u5165\u5206\u522b\u540c\u6bd4\u589e\u957f92.8%\u548c32.2%\u3002\u6c7d\u8f66\u548c\u5de5\u4e1a\u7ec8\u7aef\u5e02\u573a\u5bf9\u667a\u80fd\u7535\u6e90\u548c\u4f20\u611f\u89e3\u51b3\u65b9\u6848\u7684\u6301\u7eed\u5f3a\u52b2\u9700\u6c42\u63a8\u52a8\u4e86\u589e\u957f\u3002<\/li>\n<li><strong>Gartner Inc.:\u00a0<\/strong>\u89c1\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7ecd\u3002<\/li>\n<li><strong>Arista Networks Inc.:\u00a0<\/strong>Arista Networks\u4e3a\u5927\u89c4\u6a21\u6570\u636e\u4e2d\u5fc3\u548c\u6821\u56ed\u73af\u5883\u63d0\u4f9b\u8ba4\u77e5\u4e91\u7f51\u7edc\u5e73\u53f0\u548c\u670d\u52a1\uff0c\u5df2\u5728\u5168\u7403\u51fa\u8d27\u8d85\u8fc75000\u4e07\u4e2a\u4e91\u7f51\u7edc\u7aef\u53e3\u30022021\u5e7411\u670819\u65e5\uff0cArista\u5b8c\u6210\u4e86\u4e4b\u524d\u5ba3\u5e03\u76844\u6bd41\u80a1\u7968\u62c6\u5206\u30022021\u5e7411\u670811\u65e5\u8bb0\u5f55\u5728\u6848\u7684\u6bcf\u4f4d\u80a1\u4e1c\u5728\u8bb0\u5f55\u65e5\u6bcf\u6301\u6709\u4e00\u80a1\u80a1\u7968\u5c31\u83b7\u5f97\u4e09\u80a1\u989d\u5916\u7684\u80a1\u7968\u30022021\u5e7411\u670818\u65e5\u5f00\u59cb\u5728\u62c6\u5206\u540e\u7684\u57fa\u7840\u4e0a\u8fdb\u884c\u4ea4\u6613\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\uff08AI\uff09\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 [&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],"tags":[558],"class_list":["post-410690","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hans","tag-558","sectors-technology-zh-hans","locations-canada-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/410690","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=410690"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/410690\/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=410690"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=410690"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=410690"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}