{"id":463703,"date":"2023-06-12T20:10:30","date_gmt":"2023-06-13T03:10:30","guid":{"rendered":"https:\/\/nai500.com\/?p=463703"},"modified":"2023-06-12T20:10:30","modified_gmt":"2023-06-13T03:10:30","slug":"%e9%a9%ac%e6%96%af%e5%85%8b%e6%bb%a1%e4%b8%96%e7%95%8c%e5%af%bb%e6%89%be%e8%bf%99%e4%b8%80%e9%87%91%e5%b1%9e-%e8%bf%99%e4%b8%aa%e5%b8%82%e5%9c%ba-%e5%a2%9e%e9%95%bf","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/06\/%e9%a9%ac%e6%96%af%e5%85%8b%e6%bb%a1%e4%b8%96%e7%95%8c%e5%af%bb%e6%89%be%e8%bf%99%e4%b8%80%e9%87%91%e5%b1%9e-%e8%bf%99%e4%b8%aa%e5%b8%82%e5%9c%ba-%e5%a2%9e%e9%95%bf\/","title":{"rendered":"\u9a6c\u65af\u514b\u6ee1\u4e16\u754c\u5bfb\u627e\u8fd9\u4e00\u91d1\u5c5e\uff0c\u8fd9\u4e2a\u5e02\u573a\u5c06\u8fce\u6765\u53f2\u65e0\u524d\u4f8b\u7684\u589e\u957f"},"content":{"rendered":"<p>\u6839\u636e\u82b1\u65d7\u96c6\u56e2\u7684\u89c2\u70b9\uff0c\u672a\u6765\u51e0\u5e74\uff0c\u94dc\u5e02\u573a\u53ef\u80fd\u4f1a\u51fa\u73b0\u201c\u7a7a\u524d\u201d\u7684\u8d44\u91d1\u6d41\u5165\u3002\u7a76\u5176\u539f\u56e0\uff0c\u5728\u7535\u52a8\u6c7d\u8f66\uff08EV\uff09\u548c\u53ef\u518d\u751f\u80fd\u6e90\u9700\u6c42\u589e\u957f\u7684\u63a8\u52a8\u4e0b\uff0c\u8fd9\u79cd\u91d1\u5c5e\u7684\u4ef7\u503c\u9884\u8ba1\u5c06\u4f1a\u98d9\u5347\u5e76\u5438\u5f15\u6295\u8d44\u8005\u75af\u72c2\u6d8c\u5165\u3002<\/p>\n<p>\u82b1\u65d7\u96c6\u56e2\u5927\u5b97\u5546\u54c1\u7814\u7a76\u90e8\u8463\u4e8b\u603b\u7ecf\u7406Max Layton\u4e0a\u5468\u63a5\u53d7\u91c7\u8bbf\u65f6\u8868\u793a\uff0c\u73b0\u5728\u662f\u6295\u8d44\u8005\u4e70\u5165\u7684\u7406\u60f3\u65f6\u673a\uff0c\u56e0\u4e3a\u5728\u5168\u7403\u8870\u9000\u7684\u62c5\u5fe7\u4e4b\u4e0b\uff0c\u94dc\u4ef7\u4ecd\u7136\u4f4e\u8ff7\u3002\u8fd9\u79cd\u7ea2\u8272\u91d1\u5c5e\u76ee\u524d\u6bcf\u5428\u4ea4\u6613\u4ef7\u683c\u7ea6\u4e3a8300\u7f8e\u5143\uff0c\u8f832021\u5e7410\u6708\u521b\u4e0b\u7684\u8fd111300\u7f8e\u5143\u7684\u5386\u53f2\u6700\u9ad8\u6c34\u5e73\u4e0b\u8dcc\u7ea626%\u3002<\/p>\n<p>\u6839\u636eLayton\u7684\u8bf4\u6cd5\uff0c\u52302025\u5e74\uff0c\u94dc\u7684\u4ef7\u683c\u53ef\u80fd\u6700\u9ad8\u4f1a\u6da8\u5230\u6bcf\u542815000\u7f8e\u5143\uff0c\u8fd9\u6837\u7684\u6da8\u5e45\u5c06\u201c\u8ba92008\u5e74\u7684\u77f3\u6cb9\u725b\u5e02\u76f8\u5f62\u89c1\u7ecc\u201d\u3002\u82b1\u65d7\u96c6\u56e2\u8fd8\u6307\u51fa\uff0c\u5c3d\u7ba1\u77ed\u671f\u5185\u94dc\u4ef7\u53ef\u80fd\u8fdb\u4e00\u6b65\u4e0b\u8dcc\uff0c\u4f46\u5728\u672a\u67656\u523012\u4e2a\u6708\u91cc\uff0c\u968f\u7740\u5e02\u573a\u5145\u5206\u8ba4\u8bc6\u5230\u4f9b\u9700\u4e4b\u95f4\u7684\u5de8\u5927\u5931\u8861\uff0c\u94dc\u4ef7\u53ef\u80fd\u5f00\u59cb\u53cd\u5f39\u3002\u968f\u7740\u7535\u52a8\u6c7d\u8f66\u548c\u53ef\u518d\u751f\u80fd\u6e90\u9700\u6c42\u7684\u6269\u5927\uff0c\u8fd9\u4e00\u4f9b\u9700\u7f3a\u53e3\u9884\u8ba1\u5c06\u8fdb\u4e00\u6b65\u6269\u5927\u3002<\/p>\n<h2>BloombergNEF\uff1a\u71c3\u6cb9\u8f66\u9500\u91cf\u5c06\u5728\u8fd9\u4e2a\u5341\u5e74\u5185\u8fbe\u5230\u5cf0\u503c<\/h2>\n<p>\u4e0e\u4f20\u7edf\u7684\u5185\u71c3\u673a\uff08ICE\uff09\u8f66\u8f86\u76f8\u6bd4\uff0c\u7535\u52a8\u6c7d\u8f66\uff08EV\uff09\u7684\u94dc\u9700\u6c42\u91cf\u9ad8\u51fa\u4e09\u500d\u3002\u8fd9\u5e26\u6765\u4e86\u4e00\u4e2a\u6311\u6218\uff0c\u56e0\u4e3a\u65b0\u53d1\u73b0\u7684\u94dc\u77ff\u6570\u91cf\u6b63\u5728\u51cf\u5c11\uff0c\u800c\u7531\u4e8e\u6210\u672c\u4e0a\u5347\uff0c\u94dc\u77ff\u4ece\u53d1\u73b0\u5230\u751f\u4ea7\u6240\u9700\u7684\u65f6\u95f4\u4e5f\u5728\u589e\u52a0\u3002\u636eS&amp;P Global\u7edf\u8ba1\uff0c1990\u5e74\u81f32019\u5e74\u95f4\u53d1\u73b0\u7684224\u4e2a\u94dc\u77ff\u4e2d\uff0c\u4ec5\u670916\u4e2a\u662f\u8fc7\u53bb\u5341\u5e74\u88ab\u53d1\u73b0\u7684\u3002<\/p>\n<p>\u4e0e\u6b64\u540c\u65f6\uff0c\u7535\u52a8\u6c7d\u8f66\u9500\u91cf\u7ee7\u7eed\u4e0a\u5347\u3002\u53bb\u5e74\uff0c\u7535\u52a8\u6c7d\u8f66\u9500\u91cf\u603b\u8ba11050\u4e07\u8f86\uff0cBloomberg New Energy Finance (NEF) \u9884\u6d4b\u52302026\u5e74\u53ef\u80fd\u5347\u81f32700\u4e07\u8f86\u5de6\u53f3\u3002\u5f6d\u535a\u9884\u6d4b\uff0c\u5168\u7403\u5185\u71c3\u673a\u8f66\u8f86\u7684\u6570\u91cf\u6700\u5feb\u4e24\u5e74\u5185\u5c31\u5c06\u8fbe\u5230\u9876\u5cf0\uff0c\u4e4b\u540e\u5e02\u573a\u5c06\u4e3b\u8981\u7531\u7535\u52a8\u6c7d\u8f66\u4e3b\u5bfc\uff0c\u8f85\u4ee5\u6df7\u5408\u52a8\u529b\u6c7d\u8f66\u3002\u52302030\u5e74\uff0c\u7535\u52a8\u6c7d\u8f66\u5360\u6240\u6709\u4e58\u7528\u8f66\u9500\u91cf\u7684\u6bd4\u4f8b\u5c06\u8fbe\u523044%\uff0c\u52302040\u5e74\uff0c\u8fd9\u4e00\u6bd4\u4f8b\u53ef\u80fd\u8fbe\u5230\u56db\u5206\u4e4b\u4e09\u3002<\/p>\n<h2>\u9a6c\u65af\u514b\u6ee1\u4e16\u754c\u627e\u94dc<\/h2>\n<p>2023\u5e74\u8fc4\u4eca\uff0c\u5168\u7403\u6700\u5927\u7684\u7535\u52a8\u8f66\u5236\u9020\u5546<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=TSLA\">\u7279\u65af\u62c9Tesla Inc\uff08NASDAQ:TSLA\uff09<\/a>\u7684\u80a1\u4ef7\u4e0a\u6da8\u8d85\u8fc7100%\uff0c\u5728\u6807\u666e500\u6307\u6570\u5f53\u4e2d\u6392\u540d\u7b2c\u4e09\uff0c\u4ec5\u6b21\u4e8e\u82f1\u4f1f\u8fbeNVIDIA\uff08NASDAQ:NVDA\uff09\u7684166%\u4ee5\u53caMeta Platforms, Inc.\uff08NASDAQ:META\uff09\u7684120%\u3002\u4e0a\u5468\u4e94\uff0c\u8be5\u80a1\u8fd8\u5f55\u5f97\u8fde\u7eed12\u4e2a\u4ea4\u6613\u65e5\u4e0a\u6da8\uff0c\u521b2021\u5e741\u6708\u4ee5\u6765\u7684\u6700\u957f\u8fde\u6da8\u5929\u6570\u3002<\/p>\n<p>\u4e0a\u5468\uff0c\u7279\u65af\u62c9\u5ba3\u5e03\u516c\u53f8\u70ed\u95e8\u8f66\u578bModel 3\u73b0\u5df2\u7b26\u54087500\u7f8e\u5143\u7684\u7535\u52a8\u6c7d\u8f66\u6d88\u8d39\u8005\u7a0e\u6536\u62b5\u514d\u8d44\u683c\uff0c\u80a1\u4ef7\u83b7\u5f97\u63d0\u632f\u3002\u6309\u71672022\u5e748\u6708\u7b7e\u7f72\u7684\u300a\u901a\u80c0\u524a\u51cf\u6cd5\u6848\u300b\uff0c\u60f3\u8981\u6ee1\u8db3\u7a0e\u6536\u62b5\u514d\u8981\u6c42\uff0c\u7535\u52a8\u8f66\u7535\u6c60\u6750\u6599\u548c\u96f6\u90e8\u4ef6\u768440%\u5fc5\u987b\u5728\u7f8e\u56fd\u6216\u4e0e\u7f8e\u56fd\u7b7e\u6709\u81ea\u7531\u8d38\u6613\u534f\u5b9a\u7684\u56fd\u5bb6\u5f00\u91c7\u6216\u52a0\u5de5\u3002\u8fd9\u4e00\u95e8\u69db\u6bcf\u5e74\u90fd\u4f1a\u63d0\u9ad8\uff0c\u52302027\u5e74\uff0c80%\u7684\u7535\u6c60\u5fc5\u987b\u5728\u7f8e\u56fd\u6216\u5408\u4f5c\u56fd\u5bb6\u751f\u4ea7\u3002\u4e3a\u6b64\uff0c\u7279\u65af\u62c9\u5bf9\u516c\u53f8\u7684\u7535\u6c60\u6750\u6599\u91c7\u8d2d\u8fdb\u884c\u4e86\u8c03\u6574\u3002<\/p>\n<p>\u636e\u62a5\u9053\uff0c\u9a6c\u65af\u514b\u4e0a\u4e2a\u6708\u4e0e\u8499\u53e4\u56fd\u603b\u7406\u5965\u4e91\u989d\u5c14\u767b\u4e3e\u884c\u4e86\u4e00\u573a\u7ebf\u4e0a\u4f1a\u8bae\u3002\u4ed6\u4eec\u8ba8\u8bba\u7684\u7ec6\u8282\u5e76\u672a\u5b8c\u5168\u62ab\u9732\uff0c\u4f46\u503c\u5f97\u6307\u51fa\u7684\u662f\uff0c\u8499\u53e4\u662f\u4e00\u4e2a\u5bcc\u542b\u94dc\u7684\u56fd\u5bb6\uff0c\u62e5\u6709\u7531\u529b\u62d3\u96c6\u56e2\u548c\u8499\u53e4\u653f\u5e9c\u5171\u540c\u8fd0\u8425\u7684\u4e16\u754c\u7b2c\u56db\u5927\u94dc\u77ff\u3002\u4e94\u6708\u4efd\uff0c\u529b\u62d3\u96c6\u56e2\u5ba3\u5e03\u4f4d\u4e8e\u6208\u58c1\u6c99\u6f20\u5730\u4e0b1.3\u516c\u91cc\uff080.8\u82f1\u91cc\uff09\u7684\u77ff\u5c71\u7ec8\u4e8e\u5f00\u59cb\u751f\u4ea7\u3002<\/p>\n<p>\u6709\u4e86\u8fd9\u4e9b\u94dc\u8d44\u6e90\uff0c\u7279\u65af\u62c9\u6216\u8bb8\u8ba1\u5212\u5728\u8499\u53e4\u5efa\u7acb\u4e00\u5ea7\u91d1\u5c5e\u52a0\u5de5\u5382\uff1f\u8be5\u516c\u53f8\u5728\u4e2d\u56fd\u4e0a\u6d77\u6709\u4e00\u5bb6\u7535\u52a8\u8f66\u5236\u9020\u5382\uff0c\u56e0\u6b64\u8fd9\u4e00\u63a8\u6d4b\u662f\u7b26\u5408\u903b\u8f91\u7684\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u6839\u636e\u82b1\u65d7\u96c6\u56e2\u7684\u89c2\u70b9\uff0c\u672a\u6765\u51e0\u5e74\uff0c\u94dc\u5e02\u573a\u53ef\u80fd\u4f1a\u51fa\u73b0\u201c\u7a7a\u524d\u201d\u7684\u8d44\u91d1\u6d41\u5165\u3002\u7a76\u5176\u539f\u56e0\uff0c\u5728\u7535\u52a8\u6c7d\u8f66\uff08EV\uff09\u548c\u53ef\u518d\u751f\u80fd\u6e90\u9700\u6c42 [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":420690,"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":[1402,1334,733,741],"class_list":["post-463703","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-1402","tag-1334","tag-733","tag-741","sectors-base-metals-sch","sectors-technology-zh-hans","locations-618","locations-us-zh-hans","exchange-nasdaq-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/463703","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=463703"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/463703\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/420690"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=463703"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=463703"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=463703"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}