{"id":480245,"date":"2023-12-07T21:10:25","date_gmt":"2023-12-08T05:10:25","guid":{"rendered":"https:\/\/nai500.com\/?p=480245"},"modified":"2023-12-07T21:10:25","modified_gmt":"2023-12-08T05:10:25","slug":"%e5%8d%9a%e9%80%9a%e9%a2%84%e8%ae%a1%e8%90%a5%e6%94%b6%e4%bd%8e%e4%ba%8e%e9%a2%84%e6%9c%9f%e5%85%b3%e9%94%ae%e6%8b%96%e7%b4%af%e5%9b%a0%e7%b4%a0%e6%98%af%e4%bb%80%e4%b9%88","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/12\/%e5%8d%9a%e9%80%9a%e9%a2%84%e8%ae%a1%e8%90%a5%e6%94%b6%e4%bd%8e%e4%ba%8e%e9%a2%84%e6%9c%9f%e5%85%b3%e9%94%ae%e6%8b%96%e7%b4%af%e5%9b%a0%e7%b4%a0%e6%98%af%e4%bb%80%e4%b9%88\/","title":{"rendered":"\u535a\u901a\u9884\u8ba1\u8425\u6536\u4f4e\u4e8e\u9884\u671f\uff0c\u5173\u952e\u62d6\u7d2f\u56e0\u7d20\u662f\u4ec0\u4e48\uff1f"},"content":{"rendered":"

\u82af\u7247\u5236\u9020\u5546\u535a\u901a(AVGO)<\/a>\u5468\u56db\uff08\u5f53\u5730\u65f6\u95f412\u67087\u65e5\uff09\u9884\u6d4b\u5168\u5e74\u8425\u6536\u4f4e\u4e8e\u534e\u5c14\u8857\u9884\u671f\uff0c\u539f\u56e0\u662f\uff0c\u4f01\u4e1a\u652f\u51fa\u75b2\u8f6f\u548c\u6fc0\u70c8\u7ade\u4e89\u7ed9\u535a\u901a\u6536\u8d2dVMware\u8499\u4e0a\u4e86\u9634\u5f71\u3002\u535a\u901a\u516c\u53f8\u6700\u8fd1\u5b8c\u6210\u4e86\u5bf9\u4e91\u8ba1\u7b97\u516c\u53f8VMware\u7684\u6536\u8d2d\uff0c\u80a1\u4ef7\u5728\u76d8\u540e\u4ea4\u6613\u4e2d\u4e0b\u8dcc\u8d85\u8fc71%\u3002<\/p>\n

\u535a\u901a\u9884\u8ba12024\u8d22\u5e74\u6536\u5165\u7ea6\u4e3a500\u4ebf\u7f8e\u5143\uff0c\u5176\u4e2d\u5305\u62ecVMware\u7684\u8d21\u732e\u3002\u6839\u636e\u6570\u636e\uff0c\u5206\u6790\u5e08\u5e73\u5747\u9884\u671f\u535a\u901a2024\u8d22\u5e74\u6536\u5165\u4e3a525\u4ebf\u7f8e\u5143\u3002<\/p>\n

Insider Intelligence\u5206\u6790\u5e08 Jacob Bourne\u8868\u793a\uff1a\u201c\u524d\u666f\u53d6\u51b3\u4e8e\u535a\u901a\u80fd\u5426\u6709\u6548\u5730\u5c06\u91cd\u7ec4\u878d\u5165\u957f\u671f\u4eba\u5de5\u667a\u80fd\u6218\u7565\u4e2d\u3002\u201d<\/p>\n

VMware\u9996\u5e2d\u6267\u884c\u5b98Hock Tan\u5728\u8d22\u62a5\u540e\u7535\u8bdd\u4f1a\u8bae\u4e0a\u8868\u793a\uff0cVMware\u7684\u975e\u6838\u5fc3\u7ec8\u7aef\u7528\u6237\u8ba1\u7b97\u548cCarbon Black\u4e1a\u52a1\u5c06\u88ab\u5265\u79bb\uff0c\u8fd9\u8bc1\u5b9e\u4e86\u6b64\u524d\u5a92\u4f53\u7684\u62a5\u9053\u3002<\/p>\n

\u535a\u901a\u8fd8\u9884\u6d4b\uff0c\u5e74\u5ea6\u8c03\u6574\u540eEBITDA\u7ea6\u4e3a\u9884\u8ba1\u6536\u5165\u768460%\uff0c\u7ea6\u4e3a300\u4ebf\u7f8e\u5143\uff0c\u6bd42023\u5e74EBITDA\u9884\u8ba1\u589e\u52a0\u8fd170\u4ebf\u7f8e\u5143\u3002\u535a\u901a\u6700\u521d\u7684\u76ee\u6807\u662f\u5728\u4ea4\u6613\u7ed3\u675f\u540e\u4e09\u5e74\u5185\u5c06VMware\u7684EBITDA\u8d21\u732e\u63d0\u9ad8\u523085\u4ebf\u7f8e\u5143\u3002<\/p>\n

\u9996\u5e2d\u8d22\u52a1\u5b98Kristen Spears\u5728\u7535\u8bdd\u4f1a\u8bae\u4e0a\u8868\u793a\uff0c\u8be5\u516c\u53f8\u8fd8\u9884\u8ba1\u5c06\u627f\u62c5\u7ea610\u4ebf\u7f8e\u5143\u7684\u4e0eVMware\u76f8\u5173\u7684\u8fc7\u6e21\u6210\u672c\u3002<\/p>\n

\u535a\u901a\u6765\u81ea\u7535\u4fe1\u548c\u4f01\u4e1a\u5ba2\u6237\u7684\u6536\u5165\u6709\u6240\u653e\u7f13\uff0c\u800c\u4e14\u7531\u4e8e\u4e3b\u8981\u5ba2\u6237\u601d\u79d1\u7cfb\u7edf\u516c\u53f8\uff08CSCO\uff09<\/a>\u8868\u793a\u65b0\u8ba2\u5355\u589e\u957f\u653e\u7f13\uff0c\u5206\u6790\u5e08\u62c5\u5fc3\u535a\u901a\u4e5f\u4f1a\u53d7\u5230\u5f71\u54cd\u3002\u5206\u6790\u5e08Kinngai Chan\u8868\u793a\uff1a\u201c\u6211\u4eec\u7ee7\u7eed\u770b\u5230\u535a\u901a\u670d\u52a1\u63d0\u4f9b\u5546\u548c\u4f01\u4e1a\u4e1a\u52a1\u7684\u9700\u6c42\u73af\u5883\u559c\u5fe7\u53c2\u534a\u3002\u201d<\/p>\n

\u6765\u81ea\u82f1\u4f1f\u8fbe(NVDA)<\/a>\u7684\u7ade\u4e89\u66f4\u662f\u96ea\u4e0a\u52a0\u971c\uff0c\u8be5\u516c\u53f8\u7684InfiniBand\u88ab\u7528\u4f5c\u535a\u901a\u4eba\u5de5\u667a\u80fd\u6838\u5fc3\u4ea7\u54c1\u7684\u66ff\u4ee3\u54c1\u3002<\/p>\n

\u535a\u901a\u7b2c\u56db\u8d22\u5b63\u8425\u6536\u4e3a93.0\u4ebf\u7f8e\u5143\uff0c\u4e0d\u53ca\u9884\u671f\u768494.1\u4ebf\u7f8e\u5143\u3002\u7136\u800c\uff0c\u7ecf\u8c03\u6574\u540e\uff0c\u8be5\u516c\u53f8\u6bcf\u80a1\u5229\u6da6\u4e3a11.06\u7f8e\u5143\uff0c \u597d\u4e8e\u9884\u671f\u768410.98\u7f8e\u5143\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u82af\u7247\u5236\u9020\u5546\u535a\u901a(AVGO)\u5468\u56db\uff08\u5f53\u5730\u65f6\u95f412\u67087\u65e5\uff09\u9884\u6d4b\u5168\u5e74\u8425\u6536\u4f4e\u4e8e\u534e\u5c14\u8857\u9884\u671f\uff0c\u539f\u56e0\u662f\uff0c\u4f01\u4e1a\u652f\u51fa\u75b2\u8f6f\u548c\u6fc0\u70c8\u7ade\u4e89 […]<\/p>\n","protected":false},"author":9,"featured_media":480246,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[427],"tags":[2173,766,2137],"class_list":["post-480245","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hans","tag-2173","tag-766","tag-2137","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\/480245","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\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=480245"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/480245\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/480246"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=480245"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=480245"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=480245"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}