{"id":545020,"date":"2024-07-05T19:48:36","date_gmt":"2024-07-06T02:48:36","guid":{"rendered":"https:\/\/nai500.com\/?p=545020"},"modified":"2024-07-05T19:48:36","modified_gmt":"2024-07-06T02:48:36","slug":"%e7%bd%95%e8%a7%81%e8%8b%b1%e4%bc%9f%e8%be%be%e8%82%a1%e7%a5%a8%e5%9c%a8%e5%a4%a7%e6%b6%a8%e5%90%8e%e9%81%ad%e9%99%8d%e7%ba%a7","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/07\/%e7%bd%95%e8%a7%81%e8%8b%b1%e4%bc%9f%e8%be%be%e8%82%a1%e7%a5%a8%e5%9c%a8%e5%a4%a7%e6%b6%a8%e5%90%8e%e9%81%ad%e9%99%8d%e7%ba%a7\/","title":{"rendered":"\u7f55\u89c1\uff01\u82f1\u4f1f\u8fbe\u80a1\u7968\u5728\u5927\u6da8\u540e\u906d\u964d\u7ea7"},"content":{"rendered":"

New Street Research\u5206\u6790\u5e08Pierre Ferragu\u8868\u793a\uff0c\u82f1\u4f1f\u8fbe(NVDA)<\/a>\u80a1\u7968\u7684\u66f4\u591a\u4e0a\u6da8\u7a7a\u95f4\u53ea\u6709\u5728\u725b\u5e02\u60c5\u51b5\u4e0b\u624d\u4f1a\u5b9e\u73b0\uff0c\uff0c\u4e5f\u5c31\u662f\u8bf4\uff0c2025\u5e74\u4ee5\u540e\u7684\u524d\u666f\u5927\u5e45\u6539\u5584\uff0c\u800c\u6211\u4eec\u76ee\u524d\u8fd8\u4e0d\u786e\u5b9a\u8fd9\u79cd\u60c5\u51b5\u662f\u5426\u4f1a\u5b9e\u73b0\u3002\u5c3d\u7ba1\u7279\u8bb8\u7ecf\u8425\u7684\u8d28\u91cf\u4ecd\u7136\u5b8c\u597d\u65e0\u635f\uff0c\u4f46\u5982\u679c\u5f53\u524d\u524d\u666f\u4fdd\u6301\u4e0d\u53d8\uff0c\u5219\u82f1\u4f1f\u8fbe\u80a1\u7968\u5b58\u5728\u964d\u7ea7\u98ce\u9669\u3002\u81ea\u53bb\u5e74\u5e74\u521d\u4ee5\u6765\uff0c\u4e13\u6ce8\u4e8e\u4eba\u5de5\u667a\u80fd\u7684\u82af\u7247\u5236\u9020\u5546\u82f1\u4f1f\u8fbe\u80a1\u4ef7\u4e00\u8def\u98d9\u5347\uff0c\u4f46\u6700\u7ec8\u5df2\u5931\u53bb\u4e0a\u6da8\u7a7a\u95f4\u3002<\/p>\n

Ferragu\u5c06\u82f1\u4f1f\u8fbe\u7684\u80a1\u7968\u8bc4\u7ea7\u4ece\u201c\u4e70\u5165\u201d\u4e0b\u8c03\u81f3\u201c\u4e2d\u6027\u201d\uff0c\u5e76\u5199\u9053\uff0c\u8be5\u80a1\u5728\u4eca\u5e74\u98d9\u5347154%\u540e\u5df2\u5145\u5206\u4f30\u503c\uff0c2023\u5e74\u5219\u4e0a\u6da8\u8fd1240%\u3002\u5468\u4e94\uff0c\u8be5\u80a1\u4e0b\u8dcc1.9%\uff0c\u800c\u7eb3\u65af\u8fbe\u514b100\u6307\u6570\u4e0a\u6da81%\u3002<\/p>\n

\u82f1\u4f1f\u8fbe\u662f\u4eca\u5e74\u6807\u666e500\u6307\u6570\u6210\u5206\u80a1\u4e2d\u8868\u73b0\u7b2c\u4e8c\u597d\u7684\u516c\u53f8\uff0c\u4ec5\u6b21\u4e8e\u4eba\u5de5\u667a\u80fd\u6295\u8d44\u8005\u9752\u7750\u7684\u53e6\u4e00\u5bb6\u516c\u53f8\u8d85\u5fae\u7535\u8111(SMCI)<\/a>\u3002\u6b64\u6b21\u4e0a\u6da8\u4f7f\u82f1\u4f1f\u8fbe\u7684\u5e02\u503c\u589e\u52a0\u4e86\u8fd11.9\u4e07\u4ebf\u7f8e\u5143\uff0c\u5e76\u4e00\u5ea6\u6210\u4e3a\u5168\u7403\u6700\u5927\u516c\u53f8\u3002<\/p>\n

\u5bf9\u4e8e\u4e00\u5bb6\u5df2\u6210\u4e3a\u4eba\u5de5\u667a\u80fd\u652f\u51fa\u70ed\u6f6e\u6700\u5927\u53d7\u76ca\u8005\u7684\u516c\u53f8\u6765\u8bf4\uff0c\u5206\u6790\u5e08\u4e0b\u8c03\u8bc4\u7ea7\u7684\u60c5\u51b5\u5f88\u5c11\u89c1\u3002\u8fd190%\u7684\u5206\u6790\u5e08\u5efa\u8bae\u4e70\u5165\u8be5\u80a1\u3002\u7136\u800c\uff0c\u4f30\u503c\u7ecf\u5e38\u88ab\u8ba4\u4e3a\u662f\u4e00\u4e2a\u95ee\u9898\u3002\u82f1\u4f1f\u8fbe\u672a\u676512\u4e2a\u6708\u9884\u671f\u6536\u5165\u7684\u5e02\u76c8\u7387\u8d85\u8fc722\u500d\uff0c\u6309\u8fd9\u4e00\u6807\u51c6\u8861\u91cf\uff0c\u8be5\u80a1\u662f\u6807\u666e500\u6307\u6570\u6210\u5206\u80a1\u4e2d\u4f30\u503c\u6700\u9ad8\u7684\u80a1\u7968\u3002<\/p>\n

New Street\u4e3a\u82f1\u4f1f\u8fbe\u8bbe\u5b9a\u4e86\u4e00\u5e74\u671f\u76ee\u6807\u4ef7\u4e3a135\u7f8e\u5143\u3002\u9664\u4e86\u82f1\u4f1f\u8fbe\uff0cNew Street\u8fd8\u770b\u597dAdvanced Micro Devices Inc.\u548c\u53f0\u79ef\u7535\u3002New Street\u5728\u4e00\u4efd\u62a5\u544a\u4e2d\u8868\u793a\uff0cAMD (AMD)<\/a>\u548c\u53f0\u79ef\u7535(TSMC)<\/a>\u662f\u4eba\u5de5\u667a\u80fd\u80a1\u4e2d\u6700\u503c\u5f97\u62e5\u6709\u7684\u80a1\u7968\uff0c\u5728\u6211\u4eec\u7684\u57fa\u51c6\u548c\u9ad8\u70b9\u60c5\u666f\u4e0b\u90fd\u5177\u6709\u5f3a\u52b2\u7684\u4e0a\u6da8\u7a7a\u95f4\uff0c\u5728\u5176\u4ed6\u4eba\u5de5\u667a\u80fd\u6982\u5ff5\u80a1\u4e2d\uff0c\u535a\u901a(AVGO)<\/a>\u3001Arista Networks (ANET)<\/a>\u548c\u7f8e\u5149\u79d1\u6280(MU)<\/a>\u90fd\u4ecd\u5177\u5438\u5f15\u529b\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

New Street Research\u5206\u6790\u5e08Pierre Ferragu\u8868\u793a\uff0c\u82f1\u4f1f\u8fbe(NVDA)\u80a1\u7968\u7684\u66f4\u591a\u4e0a\u6da8 […]<\/p>\n","protected":false},"author":9,"featured_media":545021,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[427],"tags":[1787,2173,668],"class_list":["post-545020","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hans","tag-1787","tag-2173","tag-668","sectors-financial-products-zh-hans","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\/545020","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=545020"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/545020\/revisions"}],"predecessor-version":[{"id":545028,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/545020\/revisions\/545028"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/545021"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=545020"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=545020"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=545020"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}