{"id":492216,"date":"2024-03-26T00:43:31","date_gmt":"2024-03-26T07:43:31","guid":{"rendered":"https:\/\/nai500.com\/?p=492216"},"modified":"2024-03-26T00:43:31","modified_gmt":"2024-03-26T07:43:31","slug":"%e6%8a%93%e4%bd%8f%e8%a1%8c%e4%b8%9a%e9%a3%8e%e5%8f%a3%ef%bc%9a2024%e5%b9%b4%e7%be%8e%e8%82%a1%e5%8d%8a%e5%af%bc%e4%bd%93%e8%82%a1%e7%a5%a8%e7%b2%be%e9%80%89","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/03\/%e6%8a%93%e4%bd%8f%e8%a1%8c%e4%b8%9a%e9%a3%8e%e5%8f%a3%ef%bc%9a2024%e5%b9%b4%e7%be%8e%e8%82%a1%e5%8d%8a%e5%af%bc%e4%bd%93%e8%82%a1%e7%a5%a8%e7%b2%be%e9%80%89\/","title":{"rendered":"\u6293\u4f4f\u884c\u4e1a\u98ce\u53e3\uff1a2024\u5e74\u7f8e\u80a1\u534a\u5bfc\u4f53\u80a1\u7968\u7cbe\u9009"},"content":{"rendered":"<p>\u5982\u679c\u4f60\u662f\u534a\u5bfc\u4f53\u884c\u4e1a\u7684\u6295\u8d44\u8005\uff0c2024\u5e74\u4e00\u5b63\u5ea6\u7684\u6295\u8d44\u6536\u76ca\u4e00\u5b9a\u4e0d\u4f1a\u8ba9\u4f60\u5931\u671b\u3002\u4eca\u5e74\u622a\u81f33\u670822\u65e5\uff0c\u7f8e\u80a1\u534a\u5bfc\u4f53\u6307\u6570ETF iShares Semiconductor ETF\uff08SOXX\uff09\u4e0a\u6da821.9%\uff0c\u540c\u671f\u6807\u666e\u5168\u7403\u534a\u5bfc\u4f53\u6307\u6570\u4e0a\u6da819.5%\u3002\u8fc7\u53bb\u4e00\u5e74\uff0cSOXX\u4ee5\u53ca\u6307\u6570\u7684\u6536\u76ca\u7387\u5206\u522b\u4e3a84.1%\u548c64.4%\u3002<\/p>\n<p>\u4e0d\u8fc7\u51e1\u4e8b\u8fc7\u72b9\u4e0d\u53ca\uff0c\u65e0\u8bba\u662f\u4ea4\u6613\u5458\u8fd8\u662f\u884c\u4e1a\u4e13\u4e1a\u4eba\u58eb\uff0c\u8fd9\u573a\u534a\u5bfc\u4f53\u72c2\u6b22\u5373\u5c06\u964d\u6e29\u7684\u6c1b\u56f4\u4e5f\u5f00\u59cb\u6162\u6162\u6269\u6563\u30023\u6708\u524d\u4e24\u5468\uff0cSOXX\u4e0b\u8dcc3.5%\uff0c\u521b1\u6708\u4ee5\u6765\u7684\u6700\u5927\u8dcc\u5e45\u30023\u6708\u4e2d\u65ec\uff0c\u6da8\u52bf\u8fc5\u731b\u7684\u82f1\u4f1f\u8fbe\u80a1\u4ef7\u4e0b\u8dcc4%\u3002\u4f46\u662f\uff0c\u8ba9\u4eba\u60f3\u4e0d\u5230\u7684\u662f\u4f46\u53c8\u5728\u60c5\u7406\u4e4b\u4e2d\u7684\u662f\uff0cSOXX\u548c\u82f1\u4f1f\u8fbe\u7684\u80a1\u4ef7\u968f\u540e\u53cd\u5f39\uff0c\u8ba9\u7a7a\u5934\u4eec\u518d\u6b21\u5931\u671b\u800c\u5f52\u3002<\/p>\n<p>\u6709\u53e5\u8bdd\u8bf4\u5f97\u597d\uff0c\u98ce\u53e3\u6765\u4e86\uff0c\u732a\u90fd\u80fd\u98de\u4e0a\u5929\u3002\u6309\u7167\u76ee\u524d\u7684\u6001\u52bf\uff0c\u534a\u5bfc\u4f53\u884c\u4e1a\u7684\u98ce\u53e3\u8fd8\u5728\u52b2\u5439\uff0c\u5982\u679c\u4f60\u60f3\u628a\u63e1\u5176\u4e2d\u7684\u673a\u4f1a\uff0c\u4e0b\u9762\u8fd97\u53ea\u534a\u5bfc\u4f53\u80a1\u7968\u53ef\u4ee5\u8bf4\u662f\u6838\u5fc3\u6301\u80a1\u3002<\/p>\n<table width=\"552\">\n<tbody>\n<tr>\n<td>\u534a\u5bfc\u4f53\u80a1\u7968<\/td>\n<td>\u4eca\u5e74\u8fc4\u4eca\u622a\u81f33\u670822\u65e5\u7684\u6536\u76ca\u7387<\/td>\n<\/tr>\n<tr>\n<td>NXP Semiconductors NV (NXPI)<\/td>\n<td>6.8%<\/td>\n<\/tr>\n<tr>\n<td>Qualcomm Inc. (QCOM)<\/td>\n<td>18.2%<\/td>\n<\/tr>\n<tr>\n<td>Monolithic Power Systems Inc. (MPWR)<\/td>\n<td>6.6%<\/td>\n<\/tr>\n<tr>\n<td>Taiwan Semiconductor Manufacturing Co. Ltd. (TSM)<\/td>\n<td>35.7%<\/td>\n<\/tr>\n<tr>\n<td>Nvidia Corp. (NVDA)<\/td>\n<td>90.4%<\/td>\n<\/tr>\n<tr>\n<td>On Semiconductor Corp. (ON)<\/td>\n<td>-10.6%<\/td>\n<\/tr>\n<tr>\n<td>Advanced Micro Devices Inc. (AMD)<\/td>\n<td>21.9%<\/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>\u80a1\u7968\u76ee\u524d\u7684\u52a8\u6001\u5e02\u76c8\u7387\u53ea\u670915\uff0c\u80a1\u606f\u73871.7%\uff0c\u4f46\u80a1\u4ef7\u4eca\u5e74\u8fc4\u4eca\u7684\u6536\u76ca\u7387\u53ea\u67096.8%\uff0c\u4e0d\u4ec5\u4f4e\u4e8e\u534a\u5bfc\u4f53\u884c\u4e1a\uff0c\u751a\u81f3\u8fd8\u6bd4\u4e0d\u4e0a\u6807\u666e500\u6307\u6570\u76849.7%\u3002\u7a76\u5176\u539f\u56e0\uff0c\u6c7d\u8f66\u884c\u4e1a\u8d21\u732e\u4e86\u8be5\u516c\u53f8\u6536\u5165\u768450%\uff0c\u800c\u5fb7\u52e4\u6700\u65b0\u7684\u7814\u7a76\u663e\u793a\uff0c2024\u5e74\u53ea\u670911%\u7684\u6d88\u8d39\u8005\u6709\u8d2d\u7f6e\u6df7\u5408\u52a8\u529b\u8f66\u6216\u8005\u662f\u7535\u52a8\u8f66\u7684\u6253\u7b97\uff0c\u65b0\u8f66\u548c\u7535\u52a8\u8f66\u9500\u552e\u90fd\u4e0d\u7406\u60f3\u3002<\/p>\n<h2>\u7f8e\u80a1\u534a\u5bfc\u4f53\u80a1\u79682\uff1a\u9ad8\u901a<\/h2>\n<p>\u9ad8\u901aQualcomm\uff08NASDAQ:QCOM\uff09\u80a1\u4ef7\u5e74\u521d\u81f3\u4eca\u4e0a\u6da8\u4e8618.2%\uff0c\u80a1\u606f\u73871.9%\u3002\u4f5c\u4e3a\u5168\u7403\u6700\u5927\u7684\u65e0\u7ebf\u8bbe\u5907\u5236\u9020\u5546\u4e4b\u4e00\uff0c\u9ad8\u901a\u7684\u5904\u7406\u5668\u88ab\u51e0\u4e4e\u6240\u6709\u5927\u578b\u624b\u673a\u5236\u9020\u5546\u91c7\u7528\u3002\u5c3d\u7ba1\u65e0\u7ebf\u5e02\u573a\u9700\u6c42\u4e0b\u964d\uff0c\u4f46\u8be5\u516c\u53f8\u62a5\u544a2024\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684\u4e1a\u7ee9\u4f9d\u7136\u5f3a\u52b2\uff0c\u5176\u4e2d\u8425\u6536\u540c\u6bd4\u589e\u957f5%\u81f399\u4ebf\u7f8e\u5143\u3002\u7136\u800c\uff0c\u5206\u6790\u5e08\u5bf9\u8fd9\u53ea\u80a1\u7968\u7684\u70ed\u60c5\u6709\u6240\u51cf\u9000\uff0c\u82b1\u65d7\u5206\u6790\u5e08Christopher Danely\u5728\u4e00\u4efd\u6700\u65b0\u7814\u7a76\u62a5\u544a\u4e2d\u5c06\u9ad8\u901a\u80a1\u7968\u7684\u8bc4\u7ea7\u4ece\u201c\u4e70\u5165\u201d\u8c03\u964d\u81f3\u201c\u4e2d\u6027\u201d\u3002<\/p>\n<h2>\u7f8e\u80a1\u534a\u5bfc\u4f53\u80a1\u79683\uff1aMonolithic Power Systems<\/h2>\n<p>\u8fc7\u53bb\u4e00\u4e2a\u6708\uff0cMonolithic Power Systems Inc\uff08NASDAQ:MPWR\uff09\u7684\u80a1\u4ef7\u4e0b\u8dcc\u4e869.3%\u3002\u4e0d\u8fc7\uff0c\u8be5\u516c\u53f82024\u5e742\u6708\u62a5\u544a\u4e86\u51fa\u8272\u7684\u5b63\u5ea6\u4e1a\u7ee9\uff0c\u5176\u4e2d\u5ba2\u6237\u5bf9\u4ea7\u54c1\u7684\u9700\u6c42\u4ecd\u7136\u6301\u7eed\u9ad8\u6da8\u3002\u516c\u53f8\u5728\u521b\u65b0\u65b9\u9762\u4e5f\u505a\u5f97\u5f88\u597d\uff0c\u62e5\u6709\u8d85\u8fc71700\u9879\u5236\u9020\u548c\u8bbe\u8ba1\u4e13\u5229\uff0c\u8425\u6536\u768487%\u6765\u81ea\u4e9a\u6d32\u3002\u8003\u8651\u5230\u5168\u7403\u7ecf\u6d4e\u6301\u7eed\u6539\u5584\u7684\u5927\u80cc\u666f\uff0c\u4e1a\u5185\u5206\u6790\u5e08\u4f3c\u4e4e\u4e00\u81f4\u8ba4\u4e3a\u8be5\u516c\u53f8\u76ee\u524d\u7684\u56f0\u5883\u5c06\u57282024\u5e74\u6d88\u6563\u3002<\/p>\n<h2>\u7f8e\u80a1\u534a\u5bfc\u4f53\u80a1\u79684\uff1a\u53f0\u79ef\u7535<\/h2>\n<p>\u53f0\u79ef\u7535Taiwan Semiconductor 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H200 Tensor \u9177\u777fGPU\u88ab\u62a2\u8d2d\u4e00\u7a7a\uff0c\u6bd4\u5982\u8bf4Meta\u5c31\u5ba3\u5e03\u5c06\u91c7\u8d2d105\u4ebf\u7f8e\u5143\u7684H100 GPU\u3002\u516c\u53f8\u6700\u8fd1\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f265%\uff0c\u540c\u65f6\u5e02\u573a\u5bf9\u4e8e\u82f1\u4f1f\u8fbe\u82af\u7247\u652f\u6301\u7684AI\u670d\u52a1\u5668\u7684\u9700\u6c42\u4f9d\u7136\u65fa\u76db\uff0c\u56e0\u6b64\u8be5\u516c\u53f8\u5927\u6982\u7387\u5c06\u7ef4\u6301\u5f53\u524d\u7684\u9ad8\u589e\u957f\u6001\u52bf\u3002<\/p>\n<h2>\u7f8e\u80a1\u534a\u5bfc\u4f53\u80a1\u79686\uff1a\u5b89\u68ee\u7f8e\u534a\u5bfc\u4f53<\/h2>\n<p>\u5b89\u68ee\u7f8e\u534a\u5bfc\u4f53ON 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