{"id":443688,"date":"2022-11-15T23:40:36","date_gmt":"2022-11-16T07:40:36","guid":{"rendered":"https:\/\/nai500.com\/?p=443688"},"modified":"2022-11-15T23:40:36","modified_gmt":"2022-11-16T07:40:36","slug":"%e5%85%b7%e5%a4%87%e6%8c%81%e7%bb%ad%e6%88%90%e9%95%bf%e6%80%a7%e7%9a%847%e5%8f%aa%e7%be%8e%e5%9b%bd%e5%8d%8a%e5%af%bc%e4%bd%93","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2022\/11\/%e5%85%b7%e5%a4%87%e6%8c%81%e7%bb%ad%e6%88%90%e9%95%bf%e6%80%a7%e7%9a%847%e5%8f%aa%e7%be%8e%e5%9b%bd%e5%8d%8a%e5%af%bc%e4%bd%93\/","title":{"rendered":"\u4e70\u5165\u5e76\u6c38\u8fdc\u6301\u6709\uff1a\u5177\u5907\u6301\u7eed\u6210\u957f\u6027\u76847\u53ea\u7f8e\u56fd\u534a\u5bfc\u4f53\u80a1\u7968"},"content":{"rendered":"

\u73b0\u5728\u5f88\u591a\u7f8e\u56fd\u534a\u5bfc\u4f53\u80a1\u7968\u90fd\u5728\u6253\u6298\u9500\u552e\uff0c\u6301\u670930\u53ea\u9886\u5148\u7684\u534a\u5bfc\u4f53\u80a1\u7968\u7684\u4ea4\u6613\u6240\u4ea4\u6613\u57fa\u91d1\uff08ETF\uff09iShares Semiconductor ETF\uff08SOXX\uff09\u4eca\u5e74\u8fc4\u4eca\u4e0b\u8dcc\u8d85\u8fc735%\u3002\u4e0d\u8fc7\u770b\u597d\u8fd9\u4e00\u6280\u672f\u4ee5\u53ca\u82af\u7247\u9700\u6c42\u7684\u957f\u671f\u6295\u8d44\u8005\u6765\u8bf4\uff0c\u73b0\u5728\u9022\u4f4e\u4e70\u5165\uff0c\u672a\u6765\u5927\u6982\u7387\u5c06\u6536\u83b7\u8d85\u989d\u6536\u76ca\u3002<\/p>\n

\u6709\u8ff9\u8c61\u663e\u793a\u82af\u7247\u77ed\u7f3a\u7684\u95ee\u9898\u5f00\u59cb\u7f13\u89e3\u3002\u4eca\u5e74\u83b7\u5f97\u7f8e\u56fd\u56fd\u4f1a\u901a\u8fc7\u7684\u300a\u82af\u7247\u548c\u79d1\u5b66\u6cd5\u6848\u300b\u65e8\u5728\u4fc3\u8fdb\u7f8e\u56fd\u56fd\u5185\u7684\u534a\u5bfc\u4f53\u7814\u53d1\u548c\u751f\u4ea7\u3002\u5230\u76ee\u524d\u4e3a\u6b62\uff0c\u5df2\u7ecf\u6709\u591a\u5bb6\u516c\u53f8\u5236\u5b9a\u4e86\u6269\u5927\u7f8e\u56fd\u751f\u4ea7\u57fa\u5730\u7684\u8ba1\u5212\u3002<\/p>\n

\u6b64\u5916\uff0c\u4e00\u5411\u5bf9\u79d1\u6280\u80a1\u4e0d\u611f\u5174\u8da3\u7684\u5df4\u83f2\u7279\u6700\u8fd1\u4e5f\u5927\u4e3e\u5efa\u4ed3\u82af\u7247\u80a1\u3002\u4f2f\u514b\u5e0c\u5c14\u54c8\u6492\u97e6Berkshire Hathaway\uff08NYSE:BRK.A\uff09\uff08NYSE:BRK.B\uff09\u6700\u65b0\u768413F\u6301\u4ed3\u62a5\u544a\u5374\u663e\u793a\uff0c\u8be5\u516c\u53f8\u5927\u4e3e\u5efa\u4ed3\u5168\u7403\u6700\u5927\u7684\u82af\u7247\u5236\u9020\u5546\u53f0\u79ef\u7535Taiwan Semiconductor Manufacturing\uff08NYSE:TSM\uff09\uff0c\u800c\u4e14\u8fd8\u662f\u524d\u5341\u5927\u91cd\u4ed3\u80a1\u3002<\/p>\n

\u5bf9\u4e8e\u82af\u7247\u8fd9\u7c7b\u80a1\u7968\uff0c\u6700\u91cd\u8981\u7684\u662f\u957f\u671f\u7684\u6210\u957f\u6027\u3002<\/p>\n

\u7f8e\u56fd\u534a\u5bfc\u4f53\u80a1\u79681\uff1aFirst Solar<\/h2>\n

First Solar Inc\uff08NASDAQ:FSLR\uff09<\/a>\u662f\u7f8e\u80a1\u6700\u77e5\u540d\u7684\u592a\u9633\u80fd\u80a1\u7968\u4e4b\u4e00\uff0c\u800c\u4e14\u80a1\u4ef7\u6da8\u52bf\u51f6\u731b\u30022022\u5e74\u8fc4\u4eca\uff0c\u8be5\u80a1\u80a1\u4ef7\u4e0a\u6da8\u8d85\u8fc770%\u3002\u8be5\u516c\u53f8\u5ba3\u5e03\u5c06\u6295\u8d44\u4e0d\u8d85\u8fc7$12\u4ebf\u6269\u5927\u5149\u4f0f\u592a\u9633\u80fd\u7535\u6c60\u7ec4\u4ef6\u7684\u4ea7\u80fd\uff0c\u53d1\u7535\u80fd\u529b\u52302025\u5e74\u5c06\u589e\u52a0\u8d85\u8fc710\u5409\u74e6\u3002\u597d\u4e86\uff0c\u534a\u5bfc\u4f53\u6982\u5ff5\u6765\u4e86\uff1aFirst Solar\u79f0\u6240\u6709\u8fd9\u4e9b\u7ec4\u4ef6\u90fd\u5c06\u91c7\u7528\u6bd4\u4eba\u7c7b\u5934\u53d1\u4e1d\u66f4\u8584\u7684\u78b2\u5316\u9549\u2014\u2014\u4e00\u79cd\u534a\u5bfc\u4f53\u6750\u6599\u2014\u2014\u8584\u819c\uff0c\u5e76\u4e14\u5c06\u7ee7\u7eed\u7814\u53d1\u66f4\u8584\u7684\u534a\u5bfc\u4f53\u8584\u819c\u3002\u6700\u540e\uff0c\u300a\u901a\u80c0\u524a\u51cf\u6cd5\u6848\u300b\u5c06\u4e3a2025\u5e74\u4e4b\u524d\u6295\u4ea7\u7684\u7f8e\u56fd\u592a\u9633\u80fd\u5149\u4f0f\u7535\u6c60\u7ec4\u4ef6\u5236\u9020\u5546\u63d0\u4f9b\u65b0\u7684\u7a0e\u6536\u62b5\u514d\uff0c\u8fd9\u5c06\u63d0\u5347\u8be5\u516c\u53f8\u7684\u5229\u6da6\u3002<\/p>\n

\u7f8e\u56fd\u534a\u5bfc\u4f53\u80a1\u79682\uff1aPineapple Energy<\/h2>\n

\u5728\u4eca\u5929\u7684\u7f8e\u56fd\u534a\u5bfc\u4f53\u80a1\u7968\u540d\u5355\u5f53\u4e2d\uff0cPineapple Energy Inc.\uff08NASDAQ:PEGY\uff09<\/a>\u7684\u89c4\u6a21\u6700\u5c0f\uff0c\u80a1\u4ef7\u4e0d\u5230$3\uff0c\u5e02\u503c\u4ec5\u6709$2000\u4e07\uff0c\u77e5\u540d\u5ea6\u4e5f\u6700\u4f4e\uff0c\u4f46\u8fd9\u53ea\u592a\u9633\u80fd\u89e3\u51b3\u65b9\u6848\u516c\u53f8\u7684\u6f5c\u529b\u5f88\u5927\u3002\u4eca\u5e74\u65e9\u4e9b\u65f6\u5019\uff0cCommunications Systems\u6536\u8d2dPineapple\uff0c\u800c\u6b64\u524dPineapple\u5df2\u7ecf\u6536\u8d2d\u4e86\u590f\u5a01\u5937\u5dde\u7684\u4e24\u5bb6\u592a\u9633\u80fd\u516c\u53f8Hawaii Energy Connection\u548cE-Gear\uff0c\u56e0\u6b64\u5408\u5e76\u516c\u53f8\u7684\u6838\u5fc3\u5e02\u573a\u662f\u590f\u5a01\u5937\u5dde\u5e76\u4ee5\u5176\u4e3a\u8df3\u677f\u5411\u5168\u56fd\u6269\u5f20\u3002\u5408\u5e76\u516c\u53f8\u7684\u4e8c\u5b63\u62a5\u663e\u793a\uff0c\u516c\u53f8\u6536\u5165\u4ece\u4e0a\u5e74\u540c\u671f\u7684\u96f6\u589e\u81f3$590\u4e07\uff0c\u6bcf\u80a1\u6536\u76ca$0.15\uff0c\u4e0a\u4e00\u5e74\u540c\u671f\u4e3a\u6bcf\u80a1\u4e8f\u635f$0.74\u3002PEGY\u7684\u80a1\u4ef7\u672c\u6708\u521d\u4e0d\u5230$1\uff0c\u6b64\u540e\u4e0a\u6da8\u8d85\u8fc7215%\u3002<\/p>\n

\u7f8e\u56fd\u534a\u5bfc\u4f53\u80a1\u79683\uff1a\u5b89\u68ee\u7f8e\u534a\u5bfc\u4f53<\/h2>\n

\u76f8\u6bd4PEGY\uff0c\u5b89\u68ee\u7f8e\u534a\u5bfc\u4f53ON Semiconductor\uff08NASDAQ:ON\uff09<\/a>\u7684\u6ce2\u52a8\u8981\u5c0f\u5f97\u591a\uff0c\u4eca\u590f\u8fd8\u6210\u529f\u52a0\u5165\u6807\u666e500\u6307\u6570\u3002\u7f8e\u56fd\u80a1\u5e02\uff0c\u5c24\u5176\u662f\u7f8e\u56fd\u534a\u5bfc\u4f53\u80a1\u7968\u5927\u8dcc\u7684\u540c\u65f6\uff0c\u8be5\u80a1\u80a1\u4ef7\u4eca\u5e74\u8fc4\u4eca\u4e0b\u8dcc\u4e0d\u52302%\u3002\u8be5\u516c\u53f8\u751f\u4ea7\u7684\u534a\u5bfc\u4f53\u5e94\u7528\u4e8e\u6c7d\u8f66\u3001\u901a\u4fe1\u3001\u8ba1\u7b97\u3001\u6d88\u8d39\u3001\u5de5\u4e1a\u3001\u7167\u660e\u3001\u533b\u7597\u4ee5\u53ca\u519b\u4e8b\u9886\u57df\uff0c\u800c\u82af\u7247\u6cd5\u6848\u65b9\u4fbf\u4e86\u5ba2\u6237\u8d2d\u4e70\u7f8e\u56fd\u516c\u53f8\u7684\u534a\u5bfc\u4f53\u3002\u516c\u53f8\u4e09\u5b63\u62a5\u5ef6\u7eed\u5f3a\u52b2\u52bf\u5934\uff1a\u6536\u5165$21.9\u4ebf\uff0c\u9ad8\u4e8e\u5206\u6790\u5e08\u9884\u671f\u7684$21.2\u4ebf\uff1b\u6bcf\u80a1\u6536\u76ca$1.45\uff0c\u9ad8\u4e8e\u9884\u671f\u7684$1.31\u3002<\/p>\n

\u7f8e\u56fd\u534a\u5bfc\u4f53\u80a1\u79684\uff1aAmkor Technology<\/h2>\n

\u534a\u5bfc\u4f53\u5c01\u88c5\u548c\u6d4b\u8bd5\u670d\u52a1\u63d0\u4f9b\u5546Amkor Technology Inc\uff08NASDAQ:AMKR\uff09<\/a>\u7684\u4e8b\u4e1a\u7248\u56fe\u8986\u76d6\u5168\u7403\uff0c\u9664\u4e86\u4e9a\u5229\u6851\u90a3\u5dde\u7684\u5927\u672c\u8425\uff0c\u8be5\u516c\u53f8\u5728\u4e2d\u56fd\u3001\u65e5\u672c\u3001\u97e9\u56fd\u3001\u9a6c\u6765\u897f\u4e9a\u3001\u83f2\u5f8b\u5bbe\u3001\u8461\u8404\u7259\u4ee5\u53ca\u53f0\u6e7e\u4e5f\u6709\u81ea\u5df1\u7684\u5de5\u5382\u3002\u5c3d\u7ba1\u8be5\u516c\u53f8\u5728\u4e2d\u56fd\u4e0a\u6d77\u7684\u7ecf\u8425\u6d3b\u52a8\u56e0\u4e3a\u5c01\u57ce\u800c\u53d7\u5230\u5f71\u54cd\uff0c\u4f46\u8be5\u80a1\u80a1\u4ef77\u6708\u521d\u4ee5\u6765\u5df2\u7ecf\u4e0a\u6da8\u8fd130%\u3002\u516c\u53f8\u4e09\u5b63\u5ea6\u76c8\u5229$20.8\u4ebf\uff0c\u6bcf\u80a1\u6536\u76ca$1.25\uff0c\u5747\u8fdc\u8d85\u5206\u6790\u5e08\u9884\u671f\uff0c\u800c\u4e14\u6536\u5165\u548c\u51c0\u5229\u6da6\uff08$3.061\u4ebf\uff09\u540c\u6bd4\u5206\u522b\u589e\u957f24%\u548c69%\u3002<\/p>\n

\u7f8e\u56fd\u534a\u5bfc\u4f53\u80a1\u79685\uff1a\u535a\u901a<\/h2>\n

\u535a\u901aBroadcom\uff08NASDAQ:AVGO\uff09\u8bbe\u8ba1\u548c\u5f00\u53d1\u9762\u5411\u65e0\u7ebf\u548c\u5bbd\u5e26\u901a\u4fe1\u884c\u4e1a\u7684\u534a\u5bfc\u4f53\uff0c\u56e0\u6b64\u8d76\u4e0a\u4e865G\u8fd9\u8d9f\u5feb\u8f66\u30025G\u8ba9\u667a\u80fd\u57ce\u5e02\u3001\u673a\u5668\u5b66\u4e60\u3001\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u4ee5\u53ca\u865a\u62df\u73b0\u5b9e\uff08VR\uff09\u7b49\u6210\u4e3a\u53ef\u80fd\u3002\u6b64\u5916\uff0c\u535a\u901a\u8fd8\u65a5\u8d44$610\u4ebf\u6536\u8d2d\u4f01\u4e1a\u7ea7\u8f6f\u4ef6\u516c\u53f8VMWare Inc\uff08NYSE:VMW\uff09\uff0c\u8fdb\u519b\u4e91\u8ba1\u7b97\u9886\u57df\u3002\u516c\u53f8\u4e09\u5b63\u5ea6\u6536\u5165$84.6\u4ebf\uff0c\u6bcf\u80a1\u6536\u76ca$9.73\uff0c\u5747\u597d\u4e8e\u5206\u6790\u5e08\u9884\u671f\u7684$84.1\u4ebf\u548c$9.56\u3002<\/p>\n

\u7f8e\u56fd\u534a\u5bfc\u4f53\u80a1\u79686\uff1aEnphase Energy<\/h2>\n

\u53e6\u4e00\u53ea\u592a\u9633\u80fd\u80a1\u7968Enphase Energy Inc\uff08NASDAQ:ENPH\uff09\u751f\u4ea7\u548c\u9500\u552e\u592a\u9633\u80fd\u9006\u53d8\u5668\u4ee5\u53ca\u7535\u6c60\u50a8\u80fd\u4ea7\u54c1\u3002\u516c\u53f8\u4e09\u5b63\u5ea6\u6536\u5165\u548c\u76c8\u5229\u5747\u8d85\u5206\u6790\u5e08\u9884\u671f\uff0c\u80a1\u4ef7\u4eca\u5e74\u8fc4\u4eca\u4e0a\u6da855%\uff0c\u5176\u4e2d\u8fc7\u53bb1\u4e2a\u6708\u4e0a\u6da811%\u3002<\/p>\n

\u7f8e\u56fd\u534a\u5bfc\u4f53\u80a1\u79687\uff1aInpinj<\/h2>\n

\u603b\u90e8\u4f4d\u4e8e\u897f\u96c5\u56fe\u7684IMPINJ Inc\uff08NASDAQ:PI\uff09\u751f\u4ea7\u91c7\u7528\u65e0\u7ebf\u5c04\u9891\u8bc6\u522b\uff08RFID\uff09\u6280\u672f\u7684\u6807\u7b7e\u82af\u7247\uff0c\u4f7f\u7528\u8005\u53ef\u4ee5\u501f\u52a9\u8fd9\u4e00\u6280\u672f\u8ffd\u8e2a\u5546\u54c1\u7684\u8eab\u4efd\u548c\u4f4d\u7f6e\u4fe1\u606f\u4ee5\u53ca\u771f\u5b9e\u6027\u3002\u8be5\u516c\u53f8\u7684\u4ea7\u54c1\u53ef\u4ee5\u5e2e\u52a9\u96f6\u552e\u5546\u9884\u9632\u76d7\u7a83\uff0c\u5e2e\u52a9\u98df\u54c1\u4f9b\u5e94\u5546\u8bb0\u5f55\u6709\u6548\u671f\uff0c\u5236\u836f\u516c\u53f8\u548c\u8f66\u961f\u7ba1\u7406\u516c\u53f8\u4e5f\u662f\u5b83\u7684\u5ba2\u6237\u3002\u6b64\u5916\uff0c\u6807\u7b7e\u82af\u7247\u4e5f\u662f\u7269\u8054\u7f51\uff08IoT\uff09\u7684\u5173\u952e\u5de5\u5177\uff0c\u8ba1\u7b97\u673a\u53ef\u4ee5\u8ffd\u8e2a\u5e93\u5b58\u548c\u4f9b\u5e94\u94fe\u3002PI\u80a1\u4ef72022\u5e74\u4e0a\u6da816%\uff0c\u8fc7\u53bb1\u4e2a\u6708\u66f4\u662f\u5927\u6da822%\u3002\u516c\u53f8\u4e09\u5b63\u62a5\u4e5f\u5ef6\u7eed\u4e86\u4e1a\u7ee9\u8d85\u9884\u671f\u7684\u8d8b\u52bf\uff0c\u5176\u4e2d\u6536\u5165\u548c\u6bcf\u80a1\u6536\u76ca\u5206\u522b\u4e3a$6827\u4e07\u548c$0.34\uff0c\u5747\u9ad8\u4e8e\u9884\u671f\u7684$6479\u4e07\u548c$0.20\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u73b0\u5728\u5f88\u591a\u7f8e\u56fd\u534a\u5bfc\u4f53\u80a1\u7968\u90fd\u5728\u6253\u6298\u9500\u552e\uff0c\u6301\u670930\u53ea\u9886\u5148\u7684\u534a\u5bfc\u4f53\u80a1\u7968\u7684\u4ea4\u6613\u6240\u4ea4\u6613\u57fa\u91d1\uff08ETF\uff09iShares Sem […]<\/p>\n","protected":false},"author":27,"featured_media":431088,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[558,1997],"class_list":["post-443688","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-558","tag-1997","sectors-technology-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/443688","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\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=443688"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/443688\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/431088"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=443688"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=443688"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=443688"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}