{"id":466420,"date":"2023-07-08T00:05:39","date_gmt":"2023-07-08T07:05:39","guid":{"rendered":"https:\/\/nai500.com\/?p=466420"},"modified":"2023-07-08T00:07:30","modified_gmt":"2023-07-08T07:07:30","slug":"%e7%be%8e%e8%82%a1-%e6%8e%98%e9%87%91-%e6%9c%89%e6%9c%9b-%e5%ae%9e%e7%8e%b0-%e4%b8%89%e4%bd%8d%e6%95%b0-%e5%9b%9e%e6%8a%a5-7%e5%8f%aa-%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/07\/%e7%be%8e%e8%82%a1-%e6%8e%98%e9%87%91-%e6%9c%89%e6%9c%9b-%e5%ae%9e%e7%8e%b0-%e4%b8%89%e4%bd%8d%e6%95%b0-%e5%9b%9e%e6%8a%a5-7%e5%8f%aa-%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u7f8e\u80a1\u6398\u91d1\uff1a2023\u5e74\u6709\u671b\u5b9e\u73b0\u4e09\u4f4d\u6570\u56de\u62a5\u76847\u53ea\u80a1\u7968"},"content":{"rendered":"

\u5b98\u65b9\u6570\u636e\u663e\u793a\uff0c\u7f8e\u56fd\u653f\u5e9c\u7b2c\u4e00\u5b63\u5ea6\u56fd\u5185\u751f\u4ea7\u603b\u503c\uff08GDP\uff09\u4ece1.3%\u4fee\u6b63\u4e3a2%\uff0c\u8fd9\u5411\u6295\u8d44\u8005\u4f20\u8fbe\u4e86\u4e00\u4e2a\u4fe1\u53f7\uff0c\u5c31\u662f\u7ecf\u6d4e\u8870\u9000\u53ef\u80fd\u4e0d\u4f1a\u51fa\u73b0\u3002\u800c\u4e14\u52b3\u52a8\u529b\u5e02\u573a\u4ecd\u7136\u5f3a\u52b2\uff0c\u56e0\u4e3a\u4e0a\u5468\u65b0\u7533\u8bf7\u5931\u4e1a\u6551\u6d4e\u91d1\u4eba\u6570\u4e0b\u964d\u4e8626,000\u540d\uff0c\u603b\u6570\u662f239,000\uff0c\u8fdc\u8fdc\u4f4e\u4e8e\u5e73\u5747\u9884\u4f30\u768426\u4e07\u3002\u518d\u52a0\u4e0a\u4eba\u5de5\u667a\u80fd\u548c\u7eff\u8272\u80fd\u6e90\u7b49\u677f\u5757\u63d0\u632f\u4e86\u6295\u8d44\u8005\u60c5\u7eea\uff0c\u5c24\u5176\u5bf9\u4e8e\u6210\u957f\u578b\u80a1\u7968\u6765\u8bf4\uff0c\u73b0\u5728\u4ecd\u7136\u5145\u6ee1\u4e86\u673a\u4f1a\u3002<\/p>\n

\u4e0b\u9762\u662f\u4e00\u4e9b\u73b0\u5728\u53ef\u4ee5\u4e70\u5165\u7684\u9876\u7ea7\u80a1\u7968\uff0c\u5bf9\u4e8e\u60f3\u8981\u5728\u80a1\u5e02\u65a9\u83b7\u4e09\u4f4d\u6570\u56de\u62a5\u7684\u6295\u8d44\u8005\u6765\u8bf4\uff0c7\u6708\u4efd\u53ef\u4ee5\u91cd\u70b9\u5173\u6ce8\u8fd9\u4e9b\u80a1\u7968\u3002<\/p>\n

Rivian (RIVN)<\/b><\/strong><\/h2>\n

\u7535\u52a8\u8f66\u521d\u521b\u516c\u53f8Rivian<\/b><\/strong>\u00a0(NASDAQ:RIVN<\/b><\/u><\/strong><\/a>)\u8868\u793a\uff0c\u5bf9\u8be5\u516c\u53f8SUV\u8f66\u578bR1S\u7684\u9700\u6c42\u4e00\u76f4\u76f8\u5f53\u65fa\u76db\u3002\u4e8b\u5b9e\u4e0a\uff0c\u8be5\u516c\u53f8\u6253\u7b97\u57282023\u5e74\u4e0b\u534a\u5e74\u52a0\u5927\u8fd9\u6b3eSUV\u7684\u751f\u4ea7\u529b\u5ea6\u3002\u7ba1\u7406\u5c42\u9884\u8ba1\uff0c\u8be5\u8f66\u578b\u5c06\u5360\u5176\u4e0b\u534a\u5e74\u7535\u52a8\u8f66\u603b\u4ea7\u91cf\u768470%\u3002Rivian\u80a1\u7968\u7684\u4e00\u4e2a\u4eae\u70b9\u6765\u81ea\u4e8e\u8be5\u516c\u53f8\u6b63\u5728\u4e3a\u4e9a\u9a6c\u900a\u751f\u4ea7\u5927\u91cf\u7684\u7535\u52a8\u5feb\u9012\u8f66\uff0c\u5e94\u8be5\u4f1a\u5728\u672a\u6765\u516d\u4e2a\u6708\u5185\u6781\u5927\u5730\u63d0\u5347\u8d22\u52a1\u4e1a\u7ee9\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u7535\u52a8\u76ae\u5361\u751f\u4ea7\u5546Lordstown Motors\u7684\u7834\u4ea7\u548c\u53ef\u80fd\u7684\u6e05\u7b97\u5bf9\u8be5\u516c\u53f8\u4e5f\u662f\u4e00\u4e2a\u5229\u597d\u3002\u6700\u540e\uff0cRivian\u5373\u5c06\u63a8\u51fa\u7684SUV\u2013R2\u4ef7\u683c\u9884\u8ba1\u57284-6\u4e07\u7f8e\u5143\u4e4b\u95f4\uff0c\u4f7f\u8be5\u516c\u53f8\u80fd\u591f\u5438\u5f15\u8bb8\u591a\u65e0\u6cd5\u8d2d\u4e70\u65b0\u6b3e\u9ad8\u4ef7\u7535\u52a8\u8f66\u7684\u65b0\u5ba2\u6237\u3002<\/p>\n

Xpeng (XPEV)<\/b><\/strong><\/h2>\n

\u8003\u8651\u5230\u5206\u6790\u5e08\u5bf9\u4eca\u5e74\u4e0b\u534a\u5e74\u4e2d\u56fd\u7535\u52a8\u8f66\u7684\u9500\u552e\u6301\u4e50\u89c2\u6001\u5ea6\uff0c\u8fd9\u53ef\u80fd\u6210\u4e3a\u5c0f\u9e4f\u6c7d\u8f66Xpeng\u00a0<\/b><\/strong>(NYSE:XPEV<\/b><\/u><\/strong><\/a>)\u7684\u4e00\u4e2a\u575a\u5b9e\u50ac\u5316\u5242\u3002\u8be5\u516c\u53f8\u63a8\u51fa\u4e86\u4e00\u6b3e\u65b0\u7684SUV\u2013G6\uff0c\u9884\u8ba1\u5c06\u4e0e\u7279\u65af\u62c9\u7684Model Y\u00a0SUV\u5c55\u5f00\u7ade\u4e89\uff0c\u4f7f\u5c0f\u9e4f\u6c7d\u8f66\u6210\u4e3a\u76ee\u524d\u6700\u503c\u5f97\u8d2d\u4e70\u7684\u80a1\u7968\u3002\u6b64\u5916\uff0c\u5c0f\u9e4f\u80a1\u7968\u7684\u5438\u5f15\u529b\u8fd8\u6765\u81ea\u4e8e\u8be5\u516c\u53f8\u6700\u5148\u8fdb\u7684\u81ea\u52a8\u9a7e\u9a76\u7cfb\u7edf\uff0c\u6b63\u5728\u516c\u5171\u9053\u8def\u4e0a\u4f5c\u4e3a\u81ea\u52a8\u9a7e\u9a76\u7cfb\u7edf\u8fdb\u884c\u6d4b\u8bd5\u3002\u8003\u8651\u5230\u6240\u6709\u8fd9\u4e9b\u8981\u70b9\uff0c\u6295\u8d44\u8005\u6709\u7406\u7531\u76f8\u4fe12023\u5e74\u5df2\u7ecf\u4e0a\u6da8\u4e8619%\u7684\u5c0f\u9e4f\u6c7d\u8f66\u80a1\u7968\uff0c\u4eca\u5e74\u53ef\u80fd\u4f1a\u7ffb\u4e00\u756a\u3002<\/p>\n

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

Super Micro Systems<\/b><\/strong>\u00a0(NASDAQ:SMCI<\/b><\/u><\/strong><\/a>)\u7684\u670d\u52a1\u5668\u636e\u79f0\u201c\u62e5\u6709\u6539\u8fdb\u7684\u70ed\u5bb9\u91cf\uff0c\u652f\u6301\u9ad8\u6027\u80fd\u7684CPU\u548cGPU\uff0c\u5bf9\u4eba\u5de5\u667a\u80fd\u81f3\u5173\u91cd\u8981\u201d\u3002\u867d\u7136\u8be5\u80a1\u81ea\u4eca\u5e74\u5e74\u521d\u4ee5\u6765\u5df2\u7ecf\u4e0a\u6da8\u4e86187%\uff0c\u4f46\u8fd9\u53ea\u80a1\u7968\u663e\u7136\u8fd8\u6709\u66f4\u5927\u7684\u7a7a\u95f4\u3002\u9996\u5148\u662f22.2\u500d\u7684\u5e02\u76c8\u7387\u4ecd\u7136\u5f88\u4f4e\uff0c\u5176\u6b21\u662f\u8be5\u516c\u53f8\u6b63\u51c6\u5907\u5927\u91cf\u6295\u8d44\u4e8e\u4eba\u5de5\u667a\u80fd\u3002\u6b64\u5916\uff0c\u534e\u5c14\u8857\u5bf9\u4eba\u5de5\u667a\u80fd\u73b0\u5728\u4ecd\u7136\u76f8\u5f53\u770b\u597d\u3002Loop Capital\u7684\u5206\u6790\u5e08\u6700\u8fd1\u5c06\u5176\u5bf9SMCI\u7684\u76ee\u6807\u4ef7\u683c\u4ece150\u7f8e\u5143\u63d0\u9ad8\u5230200\u7f8e\u5143\uff0c\u7ef4\u6301\u4e70\u5165\u8bc4\u7ea7\u3002\u53e6\u5916\uff0c\u300a\u6295\u8d44\u8005\u5546\u4e1a\u65e5\u62a5\u300b\u7ed9SMCI\u80a1\u7968\u7684\u7efc\u5408\u8bc4\u7ea7\u4e3a98\uff08\u6ee1\u520699\uff09\uff0c\u5438\u7b79\/\u6d3e\u53d1\u8bc4\u7ea7\u4e3aA\uff0c\u8868\u660e\u673a\u6784\u5728\u8fc7\u53bb13\u5468\u5185\u4e00\u76f4\u5728\u5927\u91cf\u62a2\u8d2d\u8be5\u80a1\u3002<\/p>\n

iCAD (<\/b><\/strong>ICAD<\/b><\/strong>)<\/b><\/strong><\/h2>\n

\u5f00\u53d1\u7528\u4e8e\u68c0\u6d4b\u4e73\u817a\u764c\u7684\u4eba\u5de5\u667a\u80fd\u5de5\u5177\u7684iCAD\u00a0<\/b><\/strong>(NASDAQ:ICAD<\/b><\/u><\/strong><\/a>)\u4e0a\u4e2a\u6708\u6536\u5230\u4e86\u597d\u6d88\u606f\uff0c\u56e0\u4e3a\u7f8e\u56fd\u9884\u9632\u670d\u52a1\u5de5\u4f5c\u7ec4\u5bf9\u4e73\u817a\u764c\u7b5b\u67e5\u6307\u5357\u63d0\u51fa\u4e86\u4fee\u6539\u3002\u6309\u7167\u65b0\u89c4\uff0c\u5973\u6027\u88ab\u5efa\u8bae\u572840\u5468\u5c81\u5f00\u59cb\u63a5\u53d7\u4e73\u623fX\u5149\u68c0\u67e5\uff0c\u4e4b\u524d\u5efa\u8bae\u662f50\u5c81\u3002\u7531\u4e8eiCAD\u4e0e\u63d0\u4f9b\u4e73\u623fX\u5149\u68c0\u67e5\u7684\u516c\u53f8\u5408\u4f5c\uff0c\u8fd9\u5bb6\u79d1\u6280\u516c\u53f8\u5e94\u8be5\u4ece\u8fd9\u4e00\u53d8\u5316\u4e2d\u53d7\u76ca\u3002\u6b64\u5916\uff0c\u8be5\u516c\u53f8\u9996\u5e2d\u6267\u884c\u5b98Dana Brown\u6700\u8fd1\u6307\u51fa\uff0cICAD\u5c06\u8ffd\u6c42\u4e00\u4e2a\u65b0\u7684\u201cGPT\u9a71\u52a8\u7684\u6570\u5b57\u62a4\u7406\u5e73\u53f0\uff0c\u83b7\u5f97\u9009\u62e9\u6027\u98ce\u9669\u8bc4\u4f30\u548c\u5176\u4ed6\u4e2a\u6027\u5316\u9884\u6d4b\u8bc4\u5206\u89e3\u51b3\u65b9\u6848\uff0c\u8ffd\u6c42\u652f\u4ed8\u65b9\u548c\u62a5\u9500\u7b56\u7565\uff0c\u4f7f\u98ce\u9669\u8bc4\u4f30\u548cAI\u7ea2\u8272\u7b5b\u67e5\u5f97\u5230\u8986\u76d6\uff0c\u4e0e\u6709\u5987\u5973\u5065\u5eb7\u5021\u8bae\u7684\u5927\u578b\u516c\u53f8\u5408\u4f5c\uff0c\u5e76\u4e14\u5728\u6821\u56ed\u5185\u63d0\u4f9bAI\u9a71\u52a8\u7684\u79fb\u52a8\u7b5b\u67e5\u670d\u52a1\u201d\u3002<\/p>\n

Stem (STEM)<\/b><\/strong><\/h2>\n

Stem\u00a0<\/b><\/strong>(NYSE:STEM<\/b><\/u><\/strong><\/a>)\u5f00\u53d1\u4e86\u4e00\u4e2a\u57fa\u4e8e\u4eba\u5de5\u667a\u80fd\u7684\u5e73\u53f0Athena\uff0c\u5e2e\u52a9\u516c\u53f8\u7ba1\u7406\u6765\u81ea\u53ef\u518d\u751f\u80fd\u6e90\u7684\u7535\u529b\u6d41\u3002\u8be5\u516c\u53f8\u89e3\u91ca\u9053\uff0cAthena\u7684\u5148\u8fdb\u4eba\u5de5\u667a\u80fd\u548c\u673a\u5668\u5b66\u4e60\u80fd\u529b\u201c\u9488\u5bf9\u5929\u6c14\u3001\u516c\u7528\u4e8b\u4e1a\u8d39\u548c\u7535\u7f51\u9650\u5236\u7b49\u5916\u90e8\u56e0\u7d20\uff0c\u5206\u6790\u6765\u81ea\u592a\u9633\u80fd\u3001\u50a8\u80fd\u548c\u7535\u52a8\u6c7d\u8f66\u57fa\u7840\u8bbe\u65bd\u8d44\u4ea7\u7684\u5404\u79cd\u5b9e\u65f6\u6570\u636e\u201d\u3002\u9274\u4e8e\u8be5\u516c\u53f8\u4e0a\u5b63\u5ea6\u7684\u6536\u5165\u540c\u6bd4\u98d9\u534763%\uff0cStem\u4ecd\u5904\u5728\u589e\u957f\u7684\u5feb\u8f66\u9053\u4e0a\u3002\u6b64\u5916\uff0c\u8be5\u516c\u53f8\u9884\u8ba1\u5728\u4eca\u5e74\u4e0b\u534a\u5e74\u5f00\u59cb\u4ea7\u751f\u6b63\u7684EBITDA\u3002\u8be5\u80a1\u5f53\u524d\u7684\u8fdc\u671f\u5e02\u552e\u7387\u975e\u5e38\u4f4e\uff0c\u53ea\u67091\u500d\u591a\u4e00\u70b9\u3002\u8003\u8651\u5230\u8be5\u516c\u53f8\u7684\u5feb\u901f\u589e\u957f\u548c\u6b63\u5728\u63a5\u8fd1\u76c8\u5229\u7684\u4e8b\u5b9e\uff0c\u4f30\u503c\u7279\u522b\u6709\u5438\u5f15\u529b\u3002<\/p>\n

MongoDB (MDB)<\/b><\/strong><\/h2>\n

MongoDB<\/b><\/strong>\u00a0(NASDAQ:MDB<\/b><\/u><\/strong>)\u5f00\u53d1\u6570\u636e\u5e93\u8f6f\u4ef6\u3002\u4eca\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u7684\u5229\u6da6\uff08\u4e0d\u5305\u62ec\u67d0\u4e9b\u9879\u76ee\uff09\u4e0e\u4e0a\u5e74\u540c\u671f\u76f8\u6bd4\u98d9\u5347\u4e86180%\uff0c\u8be5\u516c\u53f8\u9884\u6d4b\u7b2c\u4e8c\u5b63\u5ea6\u7684\u6bcf\u80a1\u6536\u76ca\u5c06\u8fbe\u523042\u7f8e\u5206\u81f346\u7f8e\u5206\uff0c\u8fdc\u8fdc\u9ad8\u4e8e\u5206\u6790\u5e08\u5f53\u65f614\u7f8e\u5206\u7684\u5e73\u5747\u9884\u6d4b\u3002\u503c\u5f97\u6307\u51fa\u7684\u662f\uff0cMDB\u6700\u8fd1\u5ba3\u5e03\u4e0eAlphabet\u7684\u8c37\u6b4c\u4e91\u8fbe\u6210\u65b0\u7684\u4ea4\u6613\uff0c\u8fd9\u4e9b\u53d8\u5316\u5c06\u4f7fMongoDB\u80fd\u591f\u5c06\u66f4\u591a\u7684\u4eba\u5de5\u667a\u80fd\u7eb3\u5165\u5176\u4ea7\u54c1\u4e2d\u3002\u5728MongoDB\u53d1\u5e03\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u4e4b\u540e\uff0c\u9ad8\u76db\u57286\u67082\u65e5\u5c06\u8be5\u80a1\u7684\u76ee\u6807\u4ef7\u683c\u4ece280\u7f8e\u5143\u63d0\u9ad8\u5230420\u7f8e\u5143\u3002\u5206\u6790\u5e08\u8868\u793a\uff0c\u201c\u6211\u4eec\u9884\u8ba1MongoDB\u5c06\u6210\u4e3a\u52a0\u901f\u5e94\u7528\u5f00\u53d1\/\u90e8\u7f72\u7684\u76f4\u63a5\u53d7\u76ca\u8005\uff0c\u7ef4\u6301\u5bf9\u8be5\u80a1\u7684\u4e70\u5165\u8bc4\u7ea7\u4e0d\u53d8\u3002\u201d<\/p>\n

Fortinet (FTNT)<\/b><\/strong><\/h2>\n

\u4f5c\u4e3a\u7f51\u7edc\u5b89\u5168\u9886\u57df\u6700\u5f3a\u5927\u7684\u516c\u53f8\u4e4b\u4e00\uff0cFortinet<\/b><\/strong>\u00a0(NASDAQ:FTNT<\/b><\/u><\/strong>)\u57282023\u5e74\u622a\u81f36\u670829\u65e5\u6536\u5e02\u65f6\u5df2\u7ecf\u98d9\u5347\u4e8653.5%\u3002\u8d22\u62a5\u663e\u793a\uff0c\u8be5\u516c\u53f8\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u98d9\u534732%\uff0c\u8425\u4e1a\u6536\u5165\u540c\u6bd4\u8dc3\u534781%\u3002Seeking Alpha\u7684\u64b0\u7a3f\u4ebaDair Sansyzbayev\u6307\u51fa\uff0cFortinet\u7684\u5229\u6da6\u7387\u5728\u4e00\u5e74\u4e2d\u6709\u6240\u63d0\u9ad8\uff0c\u4f30\u8ba1\u8be5\u80a1\u4ef7\u503c\u88ab\u4f4e\u4f30\u4e8640%\u3002\u5c55\u671b\u672a\u6765\uff0c\u968f\u7740\u8d8a\u6765\u8d8a\u591a\u7684\u4e8b\u9879\u88ab\u8fde\u63a5\u5230\u4e92\u8054\u7f51\uff0c\u5bf9\u7f51\u7edc\u5b89\u5168\u4ea7\u54c1\u7684\u9700\u6c42\u53ea\u4f1a\u4e0d\u65ad\u4e0a\u5347\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u5b98\u65b9\u6570\u636e\u663e\u793a\uff0c\u7f8e\u56fd\u653f\u5e9c\u7b2c\u4e00\u5b63\u5ea6\u56fd\u5185\u751f\u4ea7\u603b\u503c\uff08GDP\uff09\u4ece1.3%\u4fee\u6b63\u4e3a2%\uff0c\u8fd9\u5411\u6295\u8d44\u8005\u4f20\u8fbe\u4e86\u4e00\u4e2a\u4fe1\u53f7\uff0c\u5c31\u662f\u7ecf\u6d4e\u8870 […]<\/p>\n","protected":false},"author":31,"featured_media":457065,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521],"tags":[455,2155,733],"class_list":["post-466420","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","tag-455","tag-2155","tag-733","sectors-life-science-zh-hans","sectors-energy-metals-sch","sectors-technology-zh-hans","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\/466420","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\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=466420"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/466420\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/457065"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=466420"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=466420"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=466420"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}