{"id":432124,"date":"2022-07-29T00:36:06","date_gmt":"2022-07-29T07:36:06","guid":{"rendered":"https:\/\/nai500.com\/?p=432124"},"modified":"2022-07-29T00:36:06","modified_gmt":"2022-07-29T07:36:06","slug":"%e7%be%8e%e5%9b%bd%e8%8a%af%e7%89%87%e6%b3%95%e6%a1%88%e8%8e%b7%e6%89%b9%ef%bc%8c%e5%88%a9%e5%a5%bd%e8%bf%997%e5%8f%aa%e7%be%8e%e5%9b%bd%e8%8a%af%e7%89%87%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2022\/07\/%e7%be%8e%e5%9b%bd%e8%8a%af%e7%89%87%e6%b3%95%e6%a1%88%e8%8e%b7%e6%89%b9%ef%bc%8c%e5%88%a9%e5%a5%bd%e8%bf%997%e5%8f%aa%e7%be%8e%e5%9b%bd%e8%8a%af%e7%89%87%e8%82%a1\/","title":{"rendered":"\u7f8e\u56fd\u82af\u7247\u6cd5\u6848\u83b7\u6279\uff0c\u5229\u597d\u8fd97\u53ea\u7f8e\u56fd\u82af\u7247\u80a1"},"content":{"rendered":"

\u5468\u4e09\uff0c\u7f8e\u56fd\u4f17\u8bae\u9662\u6279\u51c6\u4e86\u65e8\u5728\u63d0\u632f\u7f8e\u56fd\u82af\u7247\u5236\u9020\u7684\u300a\u82af\u7247\u4e0e\u79d1\u5b66\u6cd5\u6848\u300b\u3002\u8be5\u7f8e\u56fd\u82af\u7247\u6cd5\u6848\u5c06\u63d0\u4f9b\u8d85\u8fc7520\u4ebf\u7f8e\u5143\u7684\u8d22\u653f\u8865\u52a9\u4ee5\u53ca\u7a0e\u6536\u62b5\u514d\uff0c\u8fd9\u5c06\u6784\u6210\u7f8e\u56fd\u82af\u7247\u80a1\u7684\u957f\u671f\u5229\u597d\u3002\u7f8e\u56fd\u534a\u5bfc\u4f53\u80a1\u7968\u4ef7\u683c\u867d\u7136\u6ce2\u52a8\u5267\u70c8\uff0c\u4f46\u957f\u671f\u589e\u957f\u6f5c\u529b\u5de8\u5927\uff0c\u975e\u5e38\u9002\u5408\u4e70\u5165\u5e76\u6301\u6709\u7c7b\u578b\u7684\u6295\u8d44\u8005\u3002<\/p>\n

\u4eca\u5e74\u8fc4\u4eca\uff0c\u53d7\u4f9b\u5e94\u94fe\u95ee\u9898\u7684\u5f71\u54cd\uff0c\u7f8e\u56fd\u534a\u5bfc\u4f53\u80a1\u7968ETF iShares PHLX Semi Semiconductor ETF\uff08SOXX\uff09<\/a>\u4e0b\u8dcc28%\uff0c\u4f462020\u5e74\u548c2021\u5e74\u5206\u522b\u4e0a\u6da850%\u548c43%\u3002\u4f9b\u5e94\u94fe\u7684\u5229\u7a7a\u662f\u77ed\u671f\u7684\uff0c\u7f8e\u56fd\u653f\u5e9c\u652f\u6301\u56fd\u5185\u82af\u7247\u884c\u4e1a\u7684\u5229\u597d\u662f\u957f\u671f\u7684\uff0c\u53e0\u52a0\u4f30\u503c\u6c34\u5e73\u4e0b\u79fb\uff0c\u73b0\u5728\u6216\u8bb8\u662f\u4f4e\u4f4d\u4e70\u5165\u7f8e\u56fd\u82af\u7247\u80a1\u7684\u597d\u65f6\u673a\u3002<\/p>\n

\u5982\u679c\u4f60\u5177\u5907\u4e00\u5b9a\u7684\u98ce\u9669\u627f\u53d7\u80fd\u529b\uff0c\u4e0b\u9762\u8fd97\u53ea\u7f8e\u56fd\u82af\u7247\u80a1\u540d\u5355\u62ff\u8d70\u4e0d\u8c22\u3002<\/p>\n

\u4e9a\u5fb7\u8bfa\u534a\u5bfc\u4f53<\/h2>\n

\u96c6\u6210\u7535\u8def\u5236\u9020\u5546\u4e9a\u5fb7\u8bfa\u534a\u5bfc\u4f53Analog Devices\uff08NASDAQ:ADI\uff09<\/a>\u5728\u8f6c\u6362\u5668\u82af\u7247\u9886\u57df\u5360\u636e\u5e02\u573a\u9886\u5148\u5730\u4f4d\uff0c\u516c\u53f8\u8d85\u8fc7\u4e00\u534a\u7684\u82af\u7247\u9500\u552e\u989d\u6765\u81ea\u4e8e\u5de5\u4e1a\u548c\u6c7d\u8f66\u7ec8\u7aef\u5e02\u573a\u3002\u516c\u53f8\u4e8c\u5b63\u5ea6\u6536\u5165$29.7\u4ebf\uff0c\u9ad8\u4e8e\u5206\u6790\u5e08\u9884\u671f\u7684$28.4\u4ebf\uff0c\u6bcf\u80a1\u6536\u76ca$2.40\u4e5f\u9ad8\u4e8e\u9884\u671f\u7684$2.11\uff0c\u540c\u65f6\u4eca\u5e74\u9500\u552e\u989d\u9884\u8ba1\u589e\u957f61%\u81f3$118\u4ebf\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u8be5\u80a1\u80a1\u4ef7\u4eca\u5e74\u8fc4\u4eca\u4f9d\u7136\u4e0b\u8dcc5%\u3002<\/p>\n

Advanced Micro Devices<\/h2>\n

Advanced Micro Devices Inc\uff08NASDAQ:AMD\uff09<\/a>\u662f\u5168\u7403\u82af\u7247\u5de8\u5934\u4e4b\u4e00\uff0c\u516c\u53f8\u65d7\u4e0b\u7684\u62f3\u5934\u4ea7\u54c1\u5305\u62ec\u9762\u5411\u6e38\u620f\u884c\u4e1a\u7684Radeon RX\u7cfb\u5217\u663e\u5361\uff0c\u4ee5\u53ca\u5373\u5c06\u4e0a\u5e02\u7684\u9762\u5411\u684c\u9762\u7535\u8111\u7684\u8d85\u5feb\u201cZen 4\u201d\u9510\u9f997000\u7cfb\u5217\u5904\u7406\u5668\u3002\u6b64\u5916\uff0c\u8be5\u516c\u53f8\u8fd8\u62e5\u6709\u9ad8\u6027\u80fd\u5904\u7406\u5668\u9510\u9f99\u5d4c\u5165\u5f0fR2000\u7cfb\u5217\u3002\u516c\u53f8\u4e00\u5b63\u5ea6\u6536\u5165$58.9\u4ebf\uff0c\u9ad8\u4e8e\u9884\u671f\u7684$55.3\u4ebf\uff0c\u6bcf\u80a1\u6536\u76ca$1.13\uff0c\u4e5f\u9ad8\u4e8e\u9884\u671f\u7684$0.93\u3002\u4e0d\u8fc7\uff0cAMD\u80a1\u4ef7\u4eca\u5e74\u8fc4\u4eca\u4e0b\u8dcc40%\u3002<\/p>\n

Enphase Energy<\/h2>\n

\u4e3a\u4e86\u6446\u8131\u5bf9\u4fc4\u7f57\u65af\u5316\u77f3\u71c3\u6599\u7684\u4f9d\u8d56\uff0c\u897f\u65b9\u56fd\u5bb6\u79ef\u6781\u5bfb\u6c42\u592a\u9633\u80fd\u548c\u7535\u6c60\u6280\u672f\u89e3\u51b3\u65b9\u6848\uff0c\u8fd9\u65f6\u5019\u8fdb\u519b\u6b27\u6d32\u5e02\u573a\u7684\u592a\u9633\u80fd\u9006\u53d8\u5668\u63d0\u4f9b\u5546Enphase Energy Inc\uff08NASDAQ:ENPH\uff09<\/a>\u53ef\u8c13\u662f\u6070\u9022\u5176\u65f6\u3002\u516c\u53f8\u9996\u5e2d\u6267\u884c\u5b98Badri Kothandaraman\u8868\u793a\uff0cEnphase Energy\u9884\u8ba1\u4e8c\u5b63\u5ea6\u6b27\u6d32\u7684\u9500\u552e\u989d\u5c06\u589e\u957f40%\u3002\u516c\u53f8\u4e00\u5b63\u5ea6\u6536\u5165$4.4129\u4ebf\uff0c\u7a0d\u9ad8\u4e8e\u9884\u671f\u7684$4.3367\u4ebf\uff0c\u6bcf\u80a1\u6536\u76ca$0.75\uff0c\u8d85\u51fa\u9884\u671f$0.10\u3002<\/p>\n

\u83b1\u8fea\u601d\u534a\u5bfc\u4f53<\/h2>\n

\u83b1\u8fea\u601d\u534a\u5bfc\u4f53Lattice Semiconductor\uff08NASDAQ:LSCC\uff09<\/a>\u63d0\u4f9b\u7684\u53ef\u7f16\u7a0b\u903b\u8f91\u5668\u4ef6\u82af\u7247\u662f\u65e0\u4eba\u9a7e\u9a76\u6c7d\u8f66\u9886\u57df\u7684\u5173\u952e\u6280\u672f\u30027\u670827\u65e5\uff0cLSCC\u80a1\u7968\u4ece\u7f57\u7d202000\u6307\u6570\u8f6c\u81f3\u7f57\u7d201000\u6307\u6570\u3002\u8fd9\u65e2\u662f\u5bf9\u83b1\u8fea\u601d\u6210\u957f\u7684\u8ba4\u53ef\uff0c\u4e5f\u662f\u5bf9\u8be5\u80a1\u6210\u4ea4\u91cf\u548c\u80a1\u4ef7\u7684\u4e00\u4e2a\u63d0\u632f\u3002\u516c\u53f8\u4e00\u5b63\u5ea6\u6536\u5165$1.5052\u4ebf\uff0c\u9ad8\u4e8e\u5206\u6790\u5e08\u9884\u671f\u7684$1.4625\u4ebf\uff0c$0.37\u7684\u6bcf\u80a1\u6536\u76ca\u76f8\u6bd4\u534e\u5c14\u8857\u9884\u671f\u4e5f\u9ad8\u51fa$0.04\u3002<\/p>\n

Monolithic Power Systems<\/h2>\n

\u7535\u6e90\u82af\u7247\u5de8\u5934Monolithic Power Systems Inc\uff08NASDAQ:MPWR\uff09<\/a>\u7684\u7684\u534a\u5bfc\u4f53\u6280\u672f\u5e94\u7528\u4e8e\u7535\u52a8\u8f66\u5145\u7535\u7ad9\uff0c\u4ee5\u53ca\u6c7d\u8f66\u4fe1\u606f\u5a31\u4e50\u9762\u677f\u3001\u6444\u50cf\u673a\u548c\u4f20\u611f\u5668\u7b49\u9ad8\u589e\u957f\u9886\u57df\u3002\u8be5\u80a1\u80a1\u4ef7\u6ce2\u52a8\u660e\u663e\uff0c\u4eca\u5e74\u8fc4\u4eca\u4e0b\u8dcc8.7%\uff0c\u6700\u4f4e\u65f6\u4e0d\u5230$360\uff0c\u4f463\u6708\u80a1\u4ef7\u66fe\u6da8\u5230$500\u4ee5\u4e0a\u3002\u516c\u53f8\u4e00\u5b63\u5ea6\u6536\u5165$3.7771\u4ebf\uff0c\u9ad8\u4e8e\u5206\u6790\u5e08\u9884\u671f\u7684$3.6041\u4ebf\uff0c$2.45\u7684\u6bcf\u80a1\u6536\u76ca\u4e5f\u9ad8\u4e8e\u9884\u671f\u7684$2.26\u3002<\/p>\n

\u5b89\u68ee\u7f8e\u534a\u5bfc\u4f53<\/h2>\n

\u5b89\u68ee\u7f8e\u534a\u5bfc\u4f53ON Semiconductor\uff08NASDAQ:ON\uff09<\/a>\u5177\u5907\u81ea\u4e3b\u751f\u4ea7\u80fd\u529b\uff0c\u56e0\u6b64\u4f9b\u5e94\u94fe\u95ee\u9898\u5bf9\u5176\u51b2\u51fb\u6ca1\u6709\u5176\u4ed6\u534a\u5bfc\u4f53\u80a1\u7968\u90a3\u4e48\u5927\uff0c\u80a1\u4ef7\u4eca\u5e74\u8fc4\u4eca\u4ec5\u4e0b\u8dcc11%\u3002\u516c\u53f8\u4e00\u5b63\u5ea6\u6536\u5165$19.4\u4ebf\uff0c\u9ad8\u4e8e\u5206\u6790\u5e08\u9884\u671f\u7684$19.1\u4ebf\uff0c$1.22\u7684\u6bcf\u80a1\u6536\u76ca\u4e5f\u9ad8\u4e8e\u9884\u671f\u7684$1.05\u3002<\/p>\n

Synaptics<\/h2>\n

\u7f8e\u56fd\u52a0\u5229\u798f\u5c3c\u4e9a\u5dde\u5723\u4f55\u585e\u7684Synaptics Inc\uff08NASDAQ:SYNA\uff09<\/a>\u63d0\u4f9b\u4eba\u673a\u754c\u9762\u786c\u4ef6\uff0c\u6bd4\u5982\u8bf4\u901a\u8fc7\u6307\u7eb9\u89e3\u9501\u7535\u8111\u6216\u624b\u673a\uff0c\u6216\u8005\u662f\u7ed9\u6c7d\u8f66\u6216\u667a\u80fd\u5bb6\u5c45\u8bbe\u5907\u4e0b\u8fbe\u8bed\u97f3\u6307\u4ee4\u3002\u8be5\u516c\u53f8\u53d1\u660e\u4e86\u7535\u8111\u89e6\u63a7\u677f\uff0c\u82f9\u679cApple\uff08NASDAQ:AAPL\uff09iPod\u7684\u70b9\u51fb\u8f6e\u76d8\uff0cAlphabet Inc\uff08NASDAQ:GOOG\uff09\uff08NASDAQ:GOOGL\uff09\u5b89\u5353\u667a\u80fd\u624b\u673a\u7684\u89e6\u6478\u4f20\u611f\u5668\u3002\u8be5\u80a1\u80a1\u4ef7\u4eca\u5e74\u8fc4\u4eca\u5927\u8dcc52%\u3002\u8be5\u516c\u53f82022\u5e74\u7b2c\u4e09\u8d22\u5b63\u7684\u6536\u5165\u548c\u6bcf\u80a1\u6536\u76ca\u5206\u522b\u4e3a$4.701\u4ebf\u548c$3.75\uff0c\u5747\u9ad8\u4e8e\u9884\u671f\u7684$4.6465\u4ebf\u548c$3.55\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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