{"id":436930,"date":"2022-09-13T03:14:28","date_gmt":"2022-09-13T10:14:28","guid":{"rendered":"https:\/\/nai500.com\/?p=436930"},"modified":"2022-09-13T03:31:26","modified_gmt":"2022-09-13T10:31:26","slug":"2022-%e5%b9%b4-9-%e6%9c%88%e5%80%bc%e5%be%97%e5%85%b3%e6%b3%a8%e7%9a%84%e9%a1%b6%e7%ba%a7%e7%a7%91%e6%8a%80%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2022\/09\/2022-%e5%b9%b4-9-%e6%9c%88%e5%80%bc%e5%be%97%e5%85%b3%e6%b3%a8%e7%9a%84%e9%a1%b6%e7%ba%a7%e7%a7%91%e6%8a%80%e8%82%a1\/","title":{"rendered":"\u76d8\u70b9\uff1a2022\u5e749\u6708\u503c\u5f97\u5173\u6ce8\u7684\u9876\u7ea7\u79d1\u6280\u80a1"},"content":{"rendered":"

\u79d1\u6280\u884c\u4e1a\u7531\u9500\u552e\u7535\u5b50\u3001\u8f6f\u4ef6\u3001\u8ba1\u7b97\u673a\u3001\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u4ee5\u53ca\u5176\u4ed6\u4e0e\u4fe1\u606f\u6280\u672f\uff08IT\uff09\u76f8\u5173\u884c\u4e1a\u7684\u5546\u54c1\u548c\u670d\u52a1\u7684\u4f01\u4e1a\u7ec4\u6210\u3002\u8be5\u884c\u4e1a\u5305\u62ec\u4e16\u754c\u4e0a\u5e02\u503c\u6700\u5927\u7684\u516c\u53f8\uff0c\u6bd4\u5982\u82f9\u679c\u516c\u53f8\u3001\u5fae\u8f6f\u516c\u53f8\u548c\u4e9a\u9a6c\u900a\u516c\u53f8\u3002<\/p>\n

\u4ee5\u79d1\u6280\u7cbe\u9009\u884c\u4e1aSPDR\u57fa\u91d1\uff08XLK\uff09\u4e3a\u4ee3\u8868\u7684\u79d1\u6280\u80a1\uff0c\u5728\u8fc7\u53bb\u4e00\u5e74\u4e2d\u7684\u8868\u73b0\u7565\u5fae\u8d85\u8fc7\u4e86\u5927\u76d8\u3002XLK\u5728\u8fc7\u53bb12\u4e2a\u6708\u4e2d\u4e3a\u6295\u8d44\u8005\u63d0\u4f9b\u4e86-8.2%\u7684\u603b\u56de\u62a5\uff0c\u4ec5\u9ad8\u4e8e\u7f57\u7d201000\u6307\u6570-8.3%\u7684\u603b\u56de\u62a5\u3002\u4ee5\u4e0b\u8868\u683c\u4e2d\u7684\u8fd9\u4e9b\u5e02\u573a\u8868\u73b0\u6570\u5b57\u548c\u7edf\u8ba1\u6570\u636e\u662f\u622a\u81f32022\u5e748\u670823\u65e5\u7684\u6570\u636e\u3002<\/p>\n

\u4ee5\u4e0b\u662f\u5177\u6709\u6700\u4f73\u4ef7\u503c\u3001\u589e\u957f\u6700\u5feb\u3001\u52bf\u5934\u6700\u5f3a\u7684\u524d\u4e94\u53ea\u79d1\u6280\u80a1\u3002<\/p>\n

\u6700\u4f73\u4ef7\u503c\u79d1\u6280\u80a1<\/h2>\n

\u4ef7\u503c\u6295\u8d44\u662f\u4e00\u79cd\u57fa\u4e8e\u56e0\u7d20\u7684\u6295\u8d44\u7b56\u7565\uff0c\u5305\u62ec\u6311\u9009\u90a3\u4e9b\u4f60\u8ba4\u4e3a\u4ea4\u6613\u4ef7\u683c\u4f4e\u4e8e\u5176\u5185\u5728\u4ef7\u503c\u7684\u80a1\u7968\uff0c\u901a\u5e38\u662f\u901a\u8fc7\u8861\u91cf\u80a1\u7968\u4ef7\u683c\u4e0e\u4e00\u4e2a\u6216\u591a\u4e2a\u57fa\u672c\u5546\u4e1a\u6307\u6807\u7684\u6bd4\u7387\u3002\u4e00\u4e2a\u5e7f\u6cdb\u63a5\u53d7\u7684\u4ef7\u503c\u6307\u6807\u662f\u5e02\u76c8\u7387\uff08P\/E\uff09\u3002\u4ef7\u503c\u6295\u8d44\u8005\u8ba4\u4e3a\uff0c\u5982\u679c\u4e00\u4e2a\u4f01\u4e1a\u4e0e\u5b83\u7684\u5185\u5728\u4ef7\u503c\u76f8\u6bd4\u4fbf\u5b9c\uff0c\u5728\u8fd9\u79cd\u60c5\u51b5\u4e0b\u7528\u5e02\u76c8\u7387\u6765\u8861\u91cf\uff0c\u7531\u4e8e\u4ef7\u683c\u4f1a\u56de\u5230\u516c\u53f8\u7684\u4ef7\u503c\u4e0a\uff0c\u90a3\u4e48\u4f01\u4e1a\u7684\u80a1\u4ef7\u53ef\u80fd\u4f1a\u6bd4\u5176\u4ed6\u4f01\u4e1a\u4e0a\u5347\u5f97\u66f4\u5feb\u3002\u4ee5\u4e0b\u662f\u5177\u6709\u6700\u4f4e12\u4e2a\u6708\u8ffd\u8e2a\u5e02\u76c8\u7387\u7684\u79d1\u6280\u80a1\u3002<\/p>\n\n\n\n\n\n\n\n\n\n
\u6700\u4f73\u4ef7\u503c\u79d1\u6280\u80a1<\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n
 <\/td>\n\u4ef7\u683c\uff08$\uff09<\/td>\n\u00a0\u5e02\u503c\uff08$10\u4ebf\uff09<\/td>\n\u00a012\u4e2a\u6708\u8ffd\u8e2a\u5e02\u76c8\u7387<\/td>\n<\/tr>\n
Hewlett Packard Enterprise Co. (HPE)<\/td>\n14.41<\/td>\n18.7<\/td>\n5.2<\/td>\n<\/tr>\n
Arrow Electronics Inc. (ARW)<\/td>\n109.64<\/td>\n7.0<\/td>\n5.5<\/td>\n<\/tr>\n
HP Inc. (HPQ)<\/td>\n33.40<\/td>\n34.5<\/td>\n6.0<\/td>\n<\/tr>\n
Avnet Inc. (AVT)<\/td>\n44.47<\/td>\n4.2<\/td>\n6.4<\/td>\n<\/tr>\n
Dell Technologies Inc. (DELL)<\/td>\n46.94<\/td>\n34.7<\/td>\n6.4<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u6765\u6e90\uff1aYCharts<\/p>\n

Hewlett Packard Enterprise Co. (HPE)<\/a>\u5728\u4e91\u670d\u52a1\u3001\u9ad8\u6027\u80fd\u8ba1\u7b97\u548c\u4eba\u5de5\u667a\u80fd\u3001\u8f6f\u4ef6\u548c\u5b58\u50a8\u7b49\u9886\u57df\u9500\u552e\u5e7f\u6cdb\u7684\u4ea7\u54c1\u548c\u670d\u52a1\u3002\u8be5\u516c\u53f8\u5728\u5168\u7403\u62e5\u670955000\u5bb6\u5ba2\u6237\uff0c\u5176\u8fb9\u7f18\u7f51\u7edc\u8fde\u63a5\u4e861000\u4e07\u53f0\u8bbe\u5907\u3002<\/p>\n

Arrow Electronics Inc. (ARW)<\/a>\u63d0\u4f9b\u6280\u672f\u4ea7\u54c1\u548c\u670d\u52a1\uff0c\u5305\u62ec\u7535\u5b50\u5143\u4ef6\u3001\u5206\u9500\uff0c\u4ee5\u53ca\u4e3a\u4f01\u4e1a\u8ba1\u7b97\u9886\u57df\u7684\u5ba2\u6237\u63d0\u4f9b\u89e3\u51b3\u65b9\u6848\u3002\u5728\u5168\u7403\u62e5\u6709\u8fd121,000\u540d\u5458\u5de5\uff0c\u4e3a\u8d85\u8fc722\u4e07\u540d\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u30028\u670816\u65e5\uff0c\u8be5\u516c\u53f8\u5ba3\u5e03\u4efb\u547dRajesh K. Agrawal\u4e3a\u9ad8\u7ea7\u526f\u603b\u88c1\u517c\u9996\u5e2d\u8d22\u52a1\u5b98\uff08CFO\uff09\uff0c9\u67086\u65e5\u751f\u6548\u3002<\/p>\n

HP Inc. (HPQ)<\/a>\u9500\u552e\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\u3002\u8be5\u516c\u53f8\u62e5\u670927,000\u9879\u4e13\u5229\uff0c\u5728\u5168\u4e16\u754c170\u4e2a\u56fd\u5bb6\u5f00\u5c55\u4e1a\u52a1\u3002<\/p>\n

Avnet Inc. (AVT)<\/a>\u662f\u4e00\u5bb6\u7535\u5b50\u5143\u4ef6\u7684\u5206\u9500\u5546\uff0c\u5e76\u63d0\u4f9b\u76f8\u5173\u670d\u52a1\u3002\u5176\u4ea7\u54c1\u5305\u62ec\u5f00\u53d1\u677f\u548c\u5957\u4ef6\u3001\u5168\u7403\u7ebf\u5361\u3001\u5d4c\u5165\u5f0f\u89e3\u51b3\u65b9\u6848\u7b49\u3002\u8be5\u516c\u53f8\u6bcf\u5e74\u53d1\u8d27\u91cf\u8d85\u8fc72480\u4ebf\u4ef6\u30028\u670810\u65e5\uff0c\u8be5\u516c\u53f8\u516c\u5e03\u4e86\u622a\u81f32022\u5e747\u67082\u65e5\u7684\u7b2c\u56db\u5b63\u5ea6\u548c2022\u8d22\u653f\u5e74\u5ea6\u7684\u4e1a\u7ee9\u3002\u5728\u516c\u53f8\u7535\u5b50\u5143\u4ef6\u4e1a\u52a1\u6240\u6709\u5730\u7406\u533a\u57df\u589e\u957f\u7684\u63a8\u52a8\u4e0b\uff0c\u51c0\u6536\u5165\u540c\u6bd4\u589e\u957f\u8fd1\u4e24\u500d\u3002<\/p>\n

Dell Technologies Inc. (DELL)<\/a>\u5411\u6d88\u8d39\u8005\u548c\u4f01\u4e1a\u9500\u552e\u8ba1\u7b97\u673a\u4ea7\u54c1\u548c\u670d\u52a1\uff0c\u5305\u62ec\u786c\u4ef6\u3001\u8f6f\u4ef6\u3001\u5916\u56f4\u8bbe\u5907\u3001\u6570\u636e\u4e2d\u5fc3\u57fa\u7840\u8bbe\u65bd\u548c\u4e91\u6280\u672f\u3002\u622a\u81f32022\u5e741\u670828\u65e5\uff0c\u8be5\u516c\u53f8\u96c7\u7528\u4e86\u5927\u7ea632,000\u540d\u9500\u552e\u4eba\u5458\u548c\u5927\u7ea635,000\u540d\u670d\u52a1\u548c\u652f\u6301\u4eba\u5458\u3002<\/p>\n

\u589e\u957f\u6700\u5feb\u7684\u79d1\u6280\u80a1<\/h3>\n

\u4ee5\u4e0b\u662f\u6839\u636e\u4e00\u4e2a\u589e\u957f\u6a21\u578b\u6392\u540d\u7684\u9876\u7ea7\u79d1\u6280\u80a1\uff0c\u8be5\u6a21\u578b\u6839\u636e\u516c\u53f8\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u7684\u5e74\u540c\u6bd4\uff08YOY\uff09\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\u768450\/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\u56e0\u6b64\uff0c\u53ea\u7528\u4e00\u4e2a\u589e\u957f\u6307\u6807\u5bf9\u516c\u53f8\u8fdb\u884c\u6392\u540d\uff0c\u5bb9\u6613\u53d7\u5230\u8be5\u5b63\u5ea6\u4f1a\u8ba1\u5f02\u5e38\u60c5\u51b5\uff08\u5982\u7a0e\u6cd5\u53d8\u5316\u6216\u91cd\u7ec4\u6210\u672c\uff09\u7684\u5f71\u54cd\uff0c\u53ef\u80fd\u4f7f\u4e00\u4e2a\u6570\u5b57\u6216\u53e6\u4e00\u4e2a\u6570\u5b57\u4e0d\u80fd\u4ee3\u8868\u4f01\u4e1a\u7684\u603b\u4f53\u60c5\u51b5\u3002\u5b63\u5ea6EPS\u6216\u6536\u5165\u589e\u957f\u8d85\u8fc72500%\u7684\u516c\u53f8\u88ab\u4f5c\u4e3a\u5f02\u5e38\u503c\u6392\u9664\u3002<\/p>\n\n\n\n\n\n\n\n\n\n\n
\u589e\u957f\u6700\u5feb\u7684\u79d1\u6280\u80a1<\/td>\n<\/tr>\n<\/thead>\n
<\/td>\n\u4ef7\u683c($)<\/td>\n\u5e02\u503c($10\u4ebf)<\/td>\nEPS\u589e\u957f(%)<\/td>\n\u6536\u5165\u589e\u957f(%)<\/td>\n<\/tr>\n
Euronet Worldwide Inc. (EEFT)<\/td>\n94.51<\/td>\n4.7<\/td>\n575.0<\/td>\n18.0<\/td>\n<\/tr>\n
TD Synnex Corp. (SNX)<\/td>\n101.95<\/td>\n9.7<\/td>\n-12.9<\/td>\n160.7<\/td>\n<\/tr>\n
Shift4 Payments Inc. (FOUR)<\/td>\n45.42<\/td>\n2.5<\/td>\n260.0<\/td>\n44.4<\/td>\n<\/tr>\n
Enphase Energy Inc. (ENPH)<\/td>\n285.41<\/td>\n38.7<\/td>\n92.9<\/td>\n67.8<\/td>\n<\/tr>\n
Monolithic Power Systems Inc. (MPWR)<\/td>\n497.51<\/td>\n23.3<\/td>\n104.3<\/td>\n57.2<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u6765\u6e90\uff1aYCharts<\/p>\n

Euronet Worldwide Inc.\u662f\u4e00\u5bb6\u91d1\u878d\u79d1\u6280\u89e3\u51b3\u65b9\u6848\u548c\u652f\u4ed8\u4f9b\u5e94\u5546\uff0c\u4e3a\u91d1\u878d\u673a\u6784\u3001\u96f6\u552e\u5546\u548c\u4e2a\u4eba\u63d0\u4f9b\u670d\u52a1\u3002\u8be5\u516c\u53f8\u5728\u5168\u7403\u7ecf\u8425\u7740\u8d85\u8fc751,000\u53f0ATMS\uff0c\u5e76\u572860\u591a\u4e2a\u56fd\u5bb6\u63d0\u4f9b\u4fe1\u7528\u5361\u548c\u501f\u8bb0\u5361\u7684\u5916\u5305\u670d\u52a1\u3002<\/p>\n

TD Synnex Corp.\u9500\u552eIT\u670d\u52a1\u548c\u4ea7\u54c1\uff0c\u5305\u62ecPC\u7cfb\u7edf\u3001\u6d88\u8d39\u7535\u5b50\u3001\u5b58\u50a8\u3001\u7f51\u7edc\u548c\u670d\u52a1\u5668\u3002\u8be5\u516c\u53f8\u62e5\u670922000\u540d\u5458\u5de5\uff0c\u4e3a100\u591a\u4e2a\u56fd\u5bb6\u7684\u5ba2\u6237\u548c\u4f9b\u5e94\u5546\u63d0\u4f9b\u670d\u52a1\u3002<\/p>\n

Shift4 Payments Inc.\u63d0\u4f9b\u652f\u4ed8\u5904\u7406\u670d\u52a1\uff0c\u6bcf\u5e74\u652f\u6301\u8d85\u8fc72000\u4ebf\u7f8e\u5143\u7684\u4ea4\u6613\u548c35\u4ebf\u7b14\u72ec\u7acb\u4ea4\u6613\u3002Shift4\u4e8e8\u67084\u65e5\u5ba3\u5e03\u4efb\u547dNancy Disman\u4e3a\u9996\u5e2d\u8d22\u52a1\u5b98\uff0c8\u67085\u65e5\u751f\u6548\u3002<\/p>\n

Enphase Energy Inc.\u8bbe\u8ba1\u3001\u5efa\u9020\u548c\u9500\u552e\u592a\u9633\u80fd\u8bbe\u5907\u548c\u786c\u4ef6\uff0c\u5305\u62ec\u5fae\u578b\u9006\u53d8\u5668\u3001\u53d1\u7535\u76d1\u63a7\u8bbe\u5907\u548c\u8f6f\u4ef6\u4ee5\u53ca\u7535\u6c60\u5b58\u50a8\u4ea7\u54c1\u3002Enphase\u5df2\u7ecf\u5728140\u591a\u4e2a\u56fd\u5bb6\u7684250\u591a\u4e07\u4e2a\u5bb6\u5ead\u4e2d\u5b89\u88c5\u4e86\u8d85\u8fc74800\u4e07\u53f0\u5fae\u578b\u9006\u53d8\u5668\u3002\u8be5\u516c\u53f8\u57287\u670826\u65e5\u62a5\u544a\u4e862022\u5e74\u7b2c\u4e8c\u8d22\u5b63\u7684\u4e1a\u7ee9\uff0c\u51c0\u6536\u5165\u540c\u6bd4\u589e\u957f\u8fd1\u4e00\u500d\u5e76\u521b\u4e0b\u7eaa\u5f55\u3002<\/p>\n

Monolithic Power Systems Inc.\u4e3a\u5ba2\u6237\u63d0\u4f9b\u57fa\u4e8e\u534a\u5bfc\u4f53\u7684\u7535\u6e90\u4ea7\u54c1\u548c\u89e3\u51b3\u65b9\u6848\uff0c\u6d89\u53ca\u7684\u9886\u57df\u5e7f\u6cdb\uff0c\u5305\u62ec\u5de5\u4e1a\u5e94\u7528\u3001\u7535\u4fe1\u57fa\u7840\u8bbe\u65bd\u3001\u4e91\u8ba1\u7b97\u548c\u6c7d\u8f66\u3002\u4f9d\u636e\u622a\u81f32021\u5e7412\u670831\u65e5\u7684\u8d22\u5e74\u62a5\u544a\uff0c\u8be5\u516c\u53f8\u5728\u4e9a\u6d32\u3001\u6b27\u6d32\u548c\u7f8e\u56fd\u7684\u529e\u4e8b\u5904\u96c7\u7528\u4e862700\u591a\u540d\u5458\u5de5\u3002\u8be5\u516c\u53f8\u57288\u67081\u65e5\u62a5\u544a\u4e862022\u5e74\u7b2c\u4e8c\u8d22\u5b63\u7684\u6536\u76ca\u7ed3\u679c\uff0c\u51c0\u6536\u5165\u540c\u6bd4\u589e\u957f\u4e86\u4e00\u500d\u591a\u3002<\/p>\n

\u52bf\u5934\u6700\u5f3a\u7684\u79d1\u6280\u80a1<\/h2>\n

\u4ee5\u4e0b\u662f\u8fc7\u53bb12\u4e2a\u6708\u4e2d\u603b\u56de\u62a5\u7387\u6700\u9ad8\u7684\u79d1\u6280\u80a1\u3002<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n
\u52bf\u5934\u6700\u5f3a\u7684\u79d1\u6280\u80a1<\/td>\n<\/tr>\n<\/thead>\n
<\/td>\n\u4ef7\u683c\uff08$\uff09<\/td>\n\u5e02\u503c\uff08$10\u4ebf\uff09<\/td>\n12\u4e2a\u6708\u7684\u8ffd\u8e2a\u603b\u56de\u62a5\u7387\uff08%)<\/td>\n<\/tr>\n
ON Semiconductor Corp. (ON)<\/td>\n71.25<\/td>\n30.9<\/td>\n67.9<\/td>\n<\/tr>\n
Aspen Technology Inc. (AZPN)<\/td>\n215.03<\/td>\n14.3<\/td>\n67.5<\/td>\n<\/tr>\n
Enphase Energy Inc. (ENPH)<\/td>\n285.41<\/td>\n38.7<\/td>\n65.7<\/td>\n<\/tr>\n
Palo Alto Networks Inc. (PANW)<\/td>\n569.51<\/td>\n56.7<\/td>\n52.9<\/td>\n<\/tr>\n
Pure Storage Inc. (PSTG)<\/td>\n29.68<\/td>\n8.8<\/td>\n45.5<\/td>\n<\/tr>\n
\u7f57\u7d201000\u6307\u6570<\/td>\n\u4e0d\u9002\u7528<\/td>\n\u4e0d\u9002\u7528<\/td>\n-8.3<\/td>\n<\/tr>\n
\u79d1\u6280\u7cbe\u9009\u884c\u4e1aSPDR\u57fa\u91d1\uff08XLK\uff09<\/td>\n\u4e0d\u9002\u7528<\/td>\n\u4e0d\u9002\u7528<\/td>\n-8.2<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u6765\u6e90\uff1aYCharts<\/p>\n

ON Semiconductor Corp.\u662f\u4e00\u5bb6\u534a\u5bfc\u4f53\u5236\u9020\u5546\uff0c\u670d\u52a1\u4e8e\u6c7d\u8f66\u3001\u901a\u4fe1\u3001\u8ba1\u7b97\u548c\u533b\u7597\u7b49\u5e02\u573a\u3002\u516c\u53f8\u572819\u4e2a\u56fd\u5bb6\u8bbe\u670943\u4e2a\u8bbe\u8ba1\u4e2d\u5fc3\uff0c\u96c7\u5458\u7ea633,000\u4eba\u3002\u5b83\u57288\u67081\u65e5\u62a5\u544a\u4e862022\u5e74\u7b2c\u4e8c\u8d22\u5b63\u7684\u4e1a\u7ee9\u3002\u5f52\u5c5e\u4e8e\u8be5\u516c\u53f8\u7684\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f\u4e86\u4e00\u500d\u591a\uff0c\u6536\u5165\u589e\u957f\u4e86\u5927\u7ea625%\uff0c\u521b\u4e0b\u4e86\u8d22\u5b63\u8bb0\u5f55\u3002<\/p>\n

Aspen Technology Inc.\u4e3a\u5236\u9020\u4e1a\u548c\u5176\u4ed6\u8d44\u672c\u5bc6\u96c6\u578b\u884c\u4e1a\u63d0\u4f9b\u5de5\u827a\u8f6f\u4ef6\u548c\u670d\u52a1\u3002\u5b83\u5728\u5168\u740360\u591a\u4e2a\u5730\u65b9\u62e5\u67093700\u591a\u540d\u5458\u5de5\u3002Aspen\u57287\u670827\u65e5\u5ba3\u5e03\uff0c\u5b83\u5df2\u540c\u610f\u4ee59\u4ebf\u6fb3\u5143\uff08\u7ea66.26\u4ebf\u7f8e\u5143\uff09\u73b0\u91d1\u6536\u8d2d\u91c7\u77ff\u4e1a\u8bbe\u8ba1\u548c\u8fd0\u8425\u89e3\u51b3\u65b9\u6848\u516c\u53f8Micromine\u3002\u8be5\u6536\u8d2d\u9884\u8ba1\u5c06\u57282023\u8d22\u5e74\u7b2c\u4e8c\u8d22\u5b63\u5b8c\u6210\u3002<\/p>\n

Enphase Energy Inc.\uff1a\u89c1\u4e0a\u6587\u516c\u53f8\u4ecb\u7ecd\u3002<\/p>\n

Palo Alto Networks Inc.\u662f\u4e00\u5bb6\u7f51\u7edc\u5b89\u5168\u516c\u53f8\uff0c\u63d0\u4f9b\u9632\u706b\u5899\uff0c\u4ee5\u8bc6\u522b\u548c\u63a7\u5236\u5e94\u7528\u7a0b\u5e8f\uff0c\u626b\u63cf\u5185\u5bb9\uff0c\u9632\u6b62\u6570\u636e\u6cc4\u6f0f\uff0c\u5e76\u6267\u884c\u5404\u79cd\u5176\u4ed6\u670d\u52a1\u3002\u8be5\u516c\u53f8\u4e3a80,000\u591a\u5bb6\u4f01\u4e1a\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u30028\u67083\u65e5\uff0c\u8be5\u516c\u53f8\u5ba3\u5e03\u63a8\u51fa\u4e00\u9879\u65b0\u670d\u52a1–Unit 42 Managed Detection and Response\uff0c\u8be5\u670d\u52a1\u63d0\u4f9b\u5168\u5929\u5019\u7684\u7f51\u7edc\u5b89\u5168\u5a01\u80c1\u68c0\u6d4b\u3001\u8c03\u67e5\u548c\u54cd\u5e94\u3002<\/p>\n

Pure Storage Inc.\u662f\u4e00\u5bb6\u5f00\u53d1\u548c\u5236\u9020\u6570\u636e\u5b58\u50a8\u786c\u4ef6\u548c\u8f6f\u4ef6\u4ea7\u54c1\u7684\u6280\u672f\u516c\u53f8\u3002\u5b83\u4e3a\u5168\u7403\u8d85\u8fc710,000\u540d\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002<\/p>\n

\u901a\u8d27\u81a8\u80c0\u5bf9\u79d1\u6280\u80a1\u7684\u5f71\u54cd<\/h2>\n

\u5728\u901a\u8d27\u81a8\u80c0\u4e0a\u5347\u671f\u95f4\uff0c\u79d1\u6280\u80a1\u7684\u8868\u73b0\u5386\u6765\u4e0d\u5982\u5176\u4ed6\u884c\u4e1a\u3002\u76f8\u53cd\uff0c\u5728\u901a\u8d27\u81a8\u80c0\u7387\u4e0b\u964d\u7684\u65f6\u5019\uff0c\u79d1\u6280\u80a1\u7684\u8868\u73b0\u901a\u5e38\u4f1a\u8d85\u8fc7\u5927\u76d8\u3002<\/p>\n

\u90a3\u4e48\u95ee\u9898\u6765\u4e86\uff1a\u4e3a\u4ec0\u4e48\u79d1\u6280\u80a1\u5bf9\u901a\u80c0\u5982\u6b64\u654f\u611f\uff1f\u8fd9\u4e00\u5207\u90fd\u4e0e\u5229\u7387\u6709\u5173\u3002\u901a\u8d27\u81a8\u80c0\u7387\u4e0a\u5347\u8868\u660e\uff0c\u7f8e\u8054\u50a8\u53ef\u80fd\u4f1a\u63d0\u9ad8\u8054\u90a6\u8d44\u91d1\u5229\u7387\u4ee5\u7f29\u51cf\u9700\u6c42\u3002<\/p>\n

\u79d1\u6280\u80a1\u7684\u4f18\u52bf<\/h3>\n

\u6295\u8d44\u4e8e\u521b\u65b0\u3002<\/strong>\u6295\u8d44\u79d1\u6280\u80a1\u4f7f\u6295\u8d44\u8005\u80fd\u591f\u652f\u6301\u90a3\u4e9b\u6709\u53ef\u80fd\u6539\u5584\u4eba\u4eec\u751f\u6d3b\u7684\u9769\u547d\u6027\u7684\u60f3\u6cd5\u3002\u5404\u79cd\u89c4\u6a21\u7684\u79d1\u6280\u516c\u53f8\u4e0d\u65ad\u7a81\u7834\u754c\u9650\uff0c\u7387\u5148\u63a8\u51fa\u6539\u53d8\u6e38\u620f\u89c4\u5219\u7684\u6280\u672f\uff0c\u65e0\u8bba\u662f\u82f9\u679c\u516c\u53f8\uff08AAPL\uff09\u4e3a\u5176iWatch\u63d0\u4f9b\u7684\u65b0\u5065\u5eb7\u529f\u80fd\uff0c\u8fd8\u662f\u4e00\u5bb6\u4e3a\u6c7d\u8f66\u884c\u4e1a\u5f00\u53d1\u6539\u53d8\u6e38\u620f\u89c4\u5219\u7684\u534a\u5bfc\u4f53\u7684\u521b\u4e1a\u516c\u53f8\u3002<\/p>\n

\u589e\u957f\u6f5c\u529b\u3002<\/strong>\u79d1\u6280\u80a1\u63d0\u4f9b\u4e86\u53ef\u89c2\u7684\u6536\u76ca\u6f5c\u529b\uff0c\u6295\u8d44\u8005\u901a\u5e38\u51c6\u5907\u4e3a\u672a\u6765\u589e\u957f\u652f\u4ed8\u6ea2\u4ef7\u3002\u5c3d\u7ba1\u6700\u5927\u7684\u6536\u76ca\u53ef\u4ee5\u5728\u5c0f\u76d8\u79d1\u6280\u80a1\u4e2d\u627e\u5230\uff0c\u4f46\u5373\u4f7f\u662f\u8d85\u5927\u578b\u7684\u79d1\u6280\u5de8\u5934\uff0c\u5982\u6700\u521d\u7684FANG\u6210\u5458\uff08Meta Platforms, Inc. (META)\u3001\u4e9a\u9a6c\u900a(AMZN)\u3001\u5948\u98de (NFLX),\u548cAlphabet Inc. (GOOGL) \uff09\u5728\u8fc7\u53bb\u5341\u5e74\u7684\u5e74\u5316\u56de\u62a5\u7387\u4e3a20.41%\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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