{"id":463605,"date":"2023-06-09T22:55:23","date_gmt":"2023-06-10T05:55:23","guid":{"rendered":"https:\/\/nai500.com\/?p=463605"},"modified":"2023-06-09T22:58:55","modified_gmt":"2023-06-10T05:58:55","slug":"%e4%b9%98%e8%83%9c-%e8%bf%bd%e5%87%bb-%e4%b8%89%e5%8f%aa-%e7%be%8e%e8%82%a1-%e4%b8%8a%e6%b6%a8-%e5%8a%bf%e5%a4%b4-%e6%ad%a3%e5%a5%bd","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/06\/%e4%b9%98%e8%83%9c-%e8%bf%bd%e5%87%bb-%e4%b8%89%e5%8f%aa-%e7%be%8e%e8%82%a1-%e4%b8%8a%e6%b6%a8-%e5%8a%bf%e5%a4%b4-%e6%ad%a3%e5%a5%bd\/","title":{"rendered":"\u4e58\u80dc\u8ffd\u51fb\uff0c\u8fd9\u4e09\u53ea\u7f8e\u80a1\u73b0\u5728\u4e0a\u6da8\u52bf\u5934\u6b63\u597d"},"content":{"rendered":"

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\u4e0b\u9762\u8fd9\u4e09\u53ea\u80a1\u7968\u4e0d\u4ec5\u73b0\u5728\u4e0a\u6da8\u52bf\u5934\u5f88\u597d\uff0c\u800c\u4e14\u4f30\u503c\u76f8\u5f53\u5408\u7406\uff0c\u957f\u671f\u57fa\u672c\u9762\u4e5f\u975e\u5e38\u5f3a\u52b2\u3002\u56e0\u6b64\uff0c\u65e0\u8bba\u662f\u77ed\u671f\u3001\u4e2d\u671f\u548c\u957f\u671f\u6295\u8d44\u8005\uff0c\u90fd\u53ef\u4ee5\u8003\u8651\u4e70\u5165\u3002<\/p>\n

Super Micro Computer (SMCI)<\/b><\/strong><\/h2>\n

\u670d\u52a1\u5668\u548c\u5b58\u50a8\u89e3\u51b3\u65b9\u6848\u63d0\u4f9b\u5546Super Micro Computer\u00a0<\/b><\/strong>(NASDAQ:SMCI<\/b><\/u><\/strong><\/a>)\u7edd\u5bf9\u662f\u4e00\u53ea\u6f5c\u529b\u5f88\u5927\u7684\u6709\u4e0a\u6da8\u52bf\u5934\u7684\u80a1\u7968\u3002\u63a8\u52a8\u80a1\u4ef7\u7684\u5229\u597d\u56e0\u7d20\u5305\u62ec\u4f4e\u6210\u672c\u3001\u4f4e\u529f\u8017\u7684\u89e3\u51b3\u65b9\u6848\u548c\u5bf9\u4eba\u5de5\u667a\u80fd\u7684\u5229\u7528\u3002\u66f4\u4f55\u51b5\uff0c\u8be5\u516c\u53f8\u7684\u4e3b\u8981\u5ba2\u6237\u662f\u6570\u636e\u4e2d\u5fc3\uff0c\u8fd9\u662f\u4e00\u4e2a\u5feb\u901f\u6269\u5f20\u7684\u5e02\u573a\u3002\u56e0\u6b64\uff0c\u8fd9\u53ea\u79d1\u6280\u80a1\u4e5f\u5c06\u4ece\u4eba\u5de5\u667a\u80fd\u7684\u5e7f\u6cdb\u5e94\u7528\u4e2d\u53d7\u76ca\uff0c\u56e0\u4e3a\u6570\u636e\u4e2d\u5fc3\u5c06\u4f7f\u7528SMCI\u7684\u670d\u52a1\u5668\u548c\u5b58\u50a8\u6765\u4fc3\u8fdb\u4eba\u5de5\u667a\u80fd\u6280\u672f\u7684\u53d1\u5c55\u3002<\/p>\n

\u5e74\u521d\u8fc4\u4eca\uff0c\u8be5\u80a1\u80a1\u4ef7\u5df2\u7ecf\u98d9\u5347\u4e86\u60ca\u4eba\u7684215%\uff0c\u800c\u4e14\u4ec5\u4ec5\u5728\u4e0a\u4e2a\u6708\uff0c\u80a1\u4ef7\u5c31\u8dc3\u5347\u4e8696%\u3002\u6295\u8d44\u94f6\u884cLoop Capital\u6700\u8fd1\u5c06SMCI\u7684\u76ee\u6807\u4ef7\u683c\u4ece150\u7f8e\u5143\u63d0\u9ad8\u5230200\u7f8e\u5143\uff0c\u5e76\u7ef4\u6301\u5bf9\u8be5\u80a1\u7684\u201c\u4e70\u5165\u201d\u8bc4\u7ea7\u3002\u8be5\u673a\u6784\u8ba4\u4e3a\uff0c\u9664\u4e86SMCI\u4ece\u4eba\u5de5\u667a\u80fd\u4e2d\u83b7\u5f97\u7684\u79ef\u6781\u50ac\u5316\u4f5c\u7528\u5916\uff0c\u8be5\u516c\u53f8\u63d0\u4f9b\u670d\u52a1\u5668\u5b9a\u5236\u7684\u80fd\u529b\u4e5f\u662f\u5176\u91cd\u8981\u7684\u7ade\u4e89\u4f18\u52bf\u3002<\/p>\n

American Superconductor (<\/b><\/strong>AMSC<\/b><\/strong>)<\/b><\/strong><\/h2>\n

American Superconductor\u2019s<\/b><\/strong>\u00a0(NASDAQ:AMSC<\/b><\/u><\/strong><\/a>)\u7684\u80a1\u4ef7\u81ea\u8be5\u516c\u53f8\u516c\u5e03\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u4ee5\u6765\u5df2\u7ecf\u4e0a\u6da8\u4e8627%\u3002\u8fd9\u662f\u56e0\u4e3a\u8d22\u62a5\u663e\u793a\u8be5\u516c\u53f8\u6b63\u5728\u8fc5\u901f\u8d70\u5411\u76c8\u5229\uff0c\u4e0e\u5370\u5ea6\u98ce\u529b\u6da1\u8f6e\u673a\u5236\u9020\u5546Inox\u7684\u5408\u4f5c\u5173\u7cfb\u70b9\u71c3\u4e86\u6d3b\u529b\uff0c\u800c\u4e14\u7535\u6c14\u63a7\u5236\u4ea7\u54c1\u7684\u6536\u5165\u7ee7\u7eed\u5927\u5e45\u6500\u5347\u3002\u6b64\u5916\uff0cAMSC\u8ba4\u4e3a\u8be5\u516c\u53f8\u4e0e\u7f8e\u56fd\u6d77\u519b\u7684\u4e1a\u52a1\u53ef\u80fd\u5728\u4e0d\u8fdc\u7684\u5c06\u6765\u5b9e\u73b0\u76c8\u5229\u3002\u8be5\u516c\u53f8\u8fd8\u62a5\u544a\u79f0\uff0c\u6b63\u5728\u4e0e\u51e0\u5bb6\u516c\u7528\u4e8b\u4e1a\u516c\u53f8\u5546\u8c08\u4e0e\u5176\u7cfb\u7edf\u6709\u5173\u7684\u9879\u76ee\uff0c\u8be5\u7cfb\u7edf\u4f7f\u7535\u7f51\u66f4\u52a0\u7a33\u5b9a\u3002\u7ba1\u7406\u5c42\u58f0\u79f0\u9884\u8ba1\u6bdb\u5229\u7387\u5c06\u5728\u672a\u6765\u589e\u52a0\u3002<\/p>\n

\u5728AMSC\u53d1\u5e03\u4e1a\u7ee9\u540e\uff0c\u6295\u8d44\u94f6\u884cCraig-Hallum\u5c06\u8be5\u516c\u53f8\u7684\u76ee\u6807\u4ef7\u683c\u4ece8\u7f8e\u5143\u63d0\u9ad8\u52309\u7f8e\u5143\u3002\u5206\u6790\u5e08\u8ba4\u4e3a\uff0c\u8be5\u516c\u53f8\u62e5\u6709\u5f3a\u52b2\u7684\u589e\u957f\u52bf\u5934\uff0c\u5e76\u6307\u51fa\u5176\u79ef\u538b\u9879\u76ee\u6570\u91cf\u5df2\u8fbe\u5230\u521b\u7eaa\u5f55\u6c34\u5e73\u3002<\/p>\n

Aurora Innovation (<\/b><\/strong>AUR<\/b><\/strong>)<\/b><\/strong><\/h2>\n

Aurora Innovation<\/b><\/strong>\u00a0(NASDAQ:AUR<\/b><\/u><\/strong><\/a>)\u662f\u4e00\u5bb6\u4e3a\u5361\u8f66\u5f00\u53d1\u81ea\u52a8\u9a7e\u9a76\u8f6f\u4ef6\u7684\u516c\u53f8\uff0c\u5df2\u7ecf\u5438\u5f15\u4e86\u5f88\u591a\u5173\u6ce8\uff0c\u591a\u5bb6\u5927\u578b\u8fd0\u8f93\u516c\u53f8\u6b63\u5728\u5bf9\u5176\u4ea7\u54c1\u8fdb\u884c\u6d4b\u8bd5\u3002\u4eca\u5e744\u6708\uff0cAurora\u5ba3\u5e03\uff0c\u4f7f\u5176\u8f66\u8f86\u5b8c\u5168\u81ea\u4e3b\u7684\u6240\u6709\u5fc5\u8981\u529f\u80fd\u90fd\u5df2\u5b9e\u73b0\u30025\u6708\uff0c\u8054\u90a6\u5feb\u9012FedEx<\/b><\/strong>\u00a0(NYSE:FDX<\/b><\/u><\/strong><\/a>)\u5ba3\u5e03\u5c06\u5ef6\u957f\u4e0eAurora\u7684\u8bd5\u70b9\u9879\u76ee\u3002<\/p>\n

\u534e\u5c14\u8857\u73b0\u5728\u663e\u7136\u4e5f\u7ec8\u4e8e\u6ce8\u610f\u5230Aurora\u7684\u5de8\u5927\u6f5c\u529b\uff0c\u56e0\u4e3a\u80a1\u4ef7\u5728\u4e0a\u5468\u98d9\u5347\u8d85\u8fc750%\u3002\u80a1\u4ef7\u4e0a\u6da8\u7684\u50ac\u5316\u5242\u662f\u6295\u8d44\u94f6\u884cCanaccord Genuity\u7684\u4e00\u4efd\u975e\u5e38\u770b\u6da8\u7684\u62a5\u544a\u3002\u8be5\u884c\u5728\u7814\u7a76\u62a5\u544a\u4e2d\u6307\u51fa\uff0cAUR\u51c6\u5907\u4ece\u5176\u81ea\u52a8\u9a7e\u9a76\u6280\u672f\u548c\u5176\u201c\u5f3a\u5927\u7684\u3001\u6709\u8fdc\u89c1\u7684\u7ba1\u7406\u5c42\u201d\u53d7\u76ca\u3002\u6700\u91cd\u8981\u7684\u662f\uff0c\u5206\u6790\u5e08\u8ba4\u4e3a\uff0c\u7531\u4e8e\u5176\u5148\u884c\u8005\u548c\u7ade\u4e89\u4f18\u52bf\uff0c\u8be5\u516c\u53f8\u53ef\u4ee5\u5728\u81ea\u52a8\u9a7e\u9a76\u5e02\u573a\u4e0a\u5360\u636e\u6709\u5229\u4f4d\u7f6e\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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