{"id":464799,"date":"2023-06-22T23:28:42","date_gmt":"2023-06-23T06:28:42","guid":{"rendered":"https:\/\/nai500.com\/?p=464799"},"modified":"2023-06-22T23:28:42","modified_gmt":"2023-06-23T06:28:42","slug":"2023%e5%b9%b4%e7%b2%be%e9%80%897%e5%8f%aa%e7%be%8e%e8%82%a1%e5%8d%8a%e5%af%bc%e4%bd%93%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/06\/2023%e5%b9%b4%e7%b2%be%e9%80%897%e5%8f%aa%e7%be%8e%e8%82%a1%e5%8d%8a%e5%af%bc%e4%bd%93%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u72c2\u98d9\u7a81\u8fdb\uff012023\u5e74\u7cbe\u90097\u53ea\u7f8e\u80a1\u534a\u5bfc\u4f53\u80a1\u7968"},"content":{"rendered":"<p>2023\u5e74\u4e0a\u534a\u5e74\uff0c\u534a\u5bfc\u4f53\u6295\u8d44\u8005\u8d5a\u5f97\u76c6\u6ee1\u94b5\u6ee1\uff1a\u534a\u5bfc\u4f53ETF <a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=SOXX\">iShares Semiconductor ETF\uff08SOXX\uff09<\/a>\u4eca\u5e74\u622a\u81f36\u670820\u65e5\u4e0a\u6da845.2%\uff0c\u540c\u65f6VanEck Semiconductor ETF\uff08SMH\uff09\u4e0a\u6da8\u7ea651%\u3002\u4eca\u5e74\u7f8e\u80a1\u534a\u5bfc\u4f53\u80a1\u7968\u5927\u6da8\u662f\u591a\u4e2a\u56e0\u7d20\u5171\u540c\u4f5c\u7528\u7684\u7ed3\u679c\uff0c\u5176\u4e2d\u5305\u62ec\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u3001\u865a\u62df\u73b0\u5b9e\uff08VR\uff09\u30015G\u3001\u52a0\u5bc6\u8d27\u5e01\u3001\u6e38\u620f\u548c\u4e91\u8ba1\u7b97\u3002<\/p>\n<p>\u534a\u5bfc\u4f53\u5de5\u4e1a\u534f\u4f1a\uff08SIA\uff09\u9884\u6d4b\uff0c\u8fd1\u671f\u82af\u7247\u884c\u4e1a\u5c06\u8fce\u6765\u9ad8\u901f\u589e\u957f\u3002SIA\u7684\u603b\u88c1\u517c\u9996\u5e2d\u6267\u884c\u5b98John Neuffer\u8868\u793a\uff0c\u6700\u65b0\u7684\u884c\u4e1a\u9884\u6d4b\u9884\u8ba12023\u5e74\u5168\u7403\u82af\u7247\u9500\u552e\u989d\u5c06\u51fa\u73b0\u4e24\u4f4d\u6570\u7684\u4e0b\u6ed1\uff0c\u4f462024\u5e74\u5c06\u5f3a\u52b2\u53cd\u5f39\u3002<\/p>\n<p>\u534a\u5bfc\u4f53\u884c\u4e1a\u4e0a\u5347\u8d8b\u52bf\u4e0b\uff0c\u6295\u8d44\u8005\u57282023\u5e74\u5269\u4f59\u65f6\u95f4\u5185\u5e94\u91cd\u70b9\u5173\u6ce8\u4e0b\u9762\u8fd97\u53ea\u7f8e\u80a1\u534a\u5bfc\u4f53\u80a1\u7968\uff1a<\/p>\n<table width=\"541\">\n<tbody>\n<tr>\n<td>\u80a1\u7968<\/td>\n<td>\u4eca\u5e74\u622a\u81f36\u670820\u65e5\u7684\u6536\u76ca\u7387<\/td>\n<\/tr>\n<tr>\n<td>NXP Semiconductors NV (NXPI)<\/td>\n<td>25%<\/td>\n<\/tr>\n<tr>\n<td>Qualcomm Inc. (QCOM)<\/td>\n<td>10.4%<\/td>\n<\/tr>\n<tr>\n<td>Monolithic Power Systems Inc. (MPWR)<\/td>\n<td>44.6%<\/td>\n<\/tr>\n<tr>\n<td>Intel Corp. (INTC)<\/td>\n<td>34.6%<\/td>\n<\/tr>\n<tr>\n<td>Nvidia Corp. (NVDA)<\/td>\n<td>199.8%<\/td>\n<\/tr>\n<tr>\n<td>Taiwan Semiconductor Manufacturing Co. Ltd. (TSM)<\/td>\n<td>40.9%<\/td>\n<\/tr>\n<tr>\n<td>Advanced Micro Devices Inc. (AMD)<\/td>\n<td>83.6%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>\u7f8e\u80a1\u534a\u5bfc\u4f53\u80a1\u79681\uff1a\u6069\u667a\u6d66\u534a\u5bfc\u4f53<\/h2>\n<p><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=NXPI\">\u6069\u667a\u6d66\u534a\u5bfc\u4f53NXP Semiconductors\uff08NASDAQ:NXPI\uff09<\/a>\u7684\u80a1\u4ef7\u4eca\u5e74\u8fc4\u4eca\u4e0a\u6da825%\uff0c\u4e0d\u8fc7\u6c7d\u8f66\u548c\u7269\u8054\u7f51\u7b49\u884c\u4e1a\u7684\u9ad8\u901f\u589e\u957f\u5c06\u9a71\u52a8\u5e02\u573a\u5bf9\u6069\u667a\u6d66\u82af\u7247\u7684\u65fa\u76db\u9700\u6c42\uff0c\u56e0\u6b64\u8be5\u80a1\u80a1\u4ef7\u6709\u671b\u7ee7\u7eed\u4e0a\u6da8\u3002\u5c31\u7535\u52a8\u8f66\u884c\u4e1a\u800c\u8a00\uff0c\u7279\u65af\u62c9\u521b\u59cb\u4eba\u9a6c\u65af\u514b\u8868\u793a\uff0c\u4ed6\u9884\u8ba1\u5e74\u4ea7\u91cf\u5c06\u4ece2022\u5e74\u7684130\u4e07\u53f0\u589e\u81f32030\u5e74\u76842000\u4e07\u53f0\u3002\u6b64\u5916\uff0c\u6069\u667a\u6d66\u9884\u8ba1\u516c\u53f82024\u5e74\u7684\u76c8\u5229\u5c06\u589e\u957f8.2%\u3002<\/p>\n<h2>\u7f8e\u80a1\u534a\u5bfc\u4f53\u80a1\u79682\uff1a\u9ad8\u901a<\/h2>\n<p>2023\u5e74\uff0c\u9ad8\u901aQualcomm\uff08NASDAQ:QCOM\uff09\u6297\u4f4f\u4e86\u667a\u80fd\u624b\u673a\u4e1a\u52a1\u6536\u5165\u4e0b\u6ed1\u7684\u538b\u529b\uff0c\u4e0a\u6f14\u4e86\u4e00\u51fa\u56f0\u5883\u53cd\u8f6c\u7684\u597d\u620f\u3002\u867d\u7136\u79fb\u52a8\u8ba1\u7b97\u662f\u9ad8\u901a\u7684\u4e3b\u8425\u4e1a\u52a1\uff0c\u4f46\u8be5\u516c\u53f8\u5f88\u65e9\u5c31\u8fdb\u519b\u65b0\u5174\u7684\u4eba\u5de5\u667a\u80fd\u5e02\u573a\uff0c\u5e76\u4e14\u53d1\u5c55\u52bf\u5934\u4e5f\u5f88\u4e0d\u9519\u3002\u9ad8\u901a\u5f00\u53d1\u9762\u5411\u667a\u80fd\u624b\u673a\u3001\u4e92\u8054\u8bbe\u5907\u4ee5\u53ca\u667a\u80fd\u6c7d\u8f66\u7b49\u591a\u5143\u5e02\u573a\u7684AI\u82af\u7247\u3002\u4eca\u5e74\uff0c\u5f97\u76ca\u4e8e\u624b\u673a\u9700\u6c42\u4e0a\u5347\u4ee5\u53caAI\u82af\u7247\u9700\u6c42\u65fa\u76db\uff0c\u8be5\u80a1\u80a1\u4ef7\u4e0a\u6da8\u3002\u5bf9\u4e8e\u5173\u6ce8\u6210\u957f\u7684\u6295\u8d44\u8005\u6765\u8bf4\uff0c\u9ad8\u901a\u80a1\u79682.7%\u7684\u80a1\u606f\u7387\u662f\u4e00\u4e2a\u4eae\u70b9\u3002<\/p>\n<h2>\u7f8e\u80a1\u534a\u5bfc\u4f53\u80a1\u79683\uff1aMonolithic 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[&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":432899,"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":[730,2173,1997],"class_list":["post-464799","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-730","tag-2173","tag-1997","sectors-technology-zh-hans","locations-618","locations-us-zh-hans","exchange-nasdaq-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/464799","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=464799"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/464799\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/432899"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=464799"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=464799"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=464799"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}