{"id":546498,"date":"2024-07-20T00:33:43","date_gmt":"2024-07-20T07:33:43","guid":{"rendered":"https:\/\/nai500.com\/?p=546498"},"modified":"2024-07-20T00:37:16","modified_gmt":"2024-07-20T07:37:16","slug":"7%e6%9c%88%e4%bb%bd-%e4%b9%b0%e5%85%a5-%e4%b8%80%e5%8f%aa-%e7%a7%91%e6%8a%80%e8%82%a1-%e8%80%83%e8%99%91-%e4%b8%89%e5%8f%aa-%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/07\/7%e6%9c%88%e4%bb%bd-%e4%b9%b0%e5%85%a5-%e4%b8%80%e5%8f%aa-%e7%a7%91%e6%8a%80%e8%82%a1-%e8%80%83%e8%99%91-%e4%b8%89%e5%8f%aa-%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u5982\u679c7\u6708\u4efd\u60f3\u4e70\u5165\u4e00\u53ea\u79d1\u6280\u80a1\uff0c\u53ef\u4ee5\u8003\u8651\u8fd9\u4e09\u53ea\u80a1\u7968"},"content":{"rendered":"

2024\u5e74\uff0c\u53ef\u4ee5\u8bf4\u7f8e\u80a1\u7684\u4e0a\u6da8\u884c\u60c5\u4e3b\u8981\u662f\u7531\u79d1\u6280\u80a1\u5e26\u52a8\u7684\u3002\u79d1\u6280\u677f\u5757\u80a1\u7968\u5e74\u521d\u81f3\u4eca\u7684\u56de\u62a5\u7387\u4e3a28.33%\uff0c\u8dd1\u8d62\u4e86\u540c\u671f\u4e0a\u6da817.73%\u7684\u6807\u51c6\u666e\u5c14500\u6307\u6570\u3002\u8003\u8651\u5230\u79d1\u6280\u516c\u53f8\u5c06\u4e8e\u672c\u6708\u5f00\u59cb\u76f8\u7ee7\u53d1\u5e03\u7b2c\u4e8c\u5b63\u5ea6\u8d22\u62a5\uff0c\u6709\u53ef\u80fd\u4f1a\u63d0\u632f\u80a1\u4ef7\u3002<\/p>\n

\u9664\u4e86\u201c\u7f8e\u80a1\u4e03\u96c4\u201d\u8fd9\u4e9b\u5bb6\u55bb\u6237\u6653\u7684\u540d\u5b57\uff0c\u5982\u679c\u6295\u8d44\u8005\u8fd8\u60f3\u8981\u5728\u6295\u8d44\u7ec4\u5408\u4e2d\u52a0\u5165\u4e00\u4e24\u53ea\u79d1\u6280\u80a1\u7968\uff0c\u53ef\u4ee5\u4ece\u4e00\u4e9b\u62e5\u6709\u575a\u5b9e\u57fa\u672c\u9762\u3001\u672a\u6765\u51e0\u4e2a\u6708\u5185\u6709\u671b\u5b9e\u73b0\u4ef7\u503c\u98de\u8dc3\u7684\u80a1\u7968\u4e2d\u9009\u62e9\uff0c\u6bd4\u5982\u4e0b\u9762\u8fd9\u4e09\u53ea\u80a1\u7968\u3002<\/p>\n

Endava (DAVA)<\/b><\/strong><\/h2>\n

Endava\u00a0<\/b><\/strong>(NYSE:DAVA<\/b><\/u><\/strong><\/a>)\u662f\u4e00\u5bb6\u82f1\u56fd\u7684IT\u516c\u53f8\uff0c\u4e3a\u5ba2\u6237\u63d0\u4f9b\u6570\u5b57\u54a8\u8be2\u670d\u52a1\u3002\u8be5\u516c\u53f8\u7684\u5927\u90e8\u5206\u6536\u5165\u6765\u81ea\u91d1\u878d\u884c\u4e1a\uff0c\u5360\u516c\u53f8\u6536\u5165\u7684\u4e00\u534a\u4ee5\u4e0a\uff0c\u8fd8\u6709\u5a92\u4f53\u548c\u7535\u4fe1\u670d\u52a1\u3002Endava\u5728\u54a8\u8be2\u9886\u57df\u91c7\u7528\u6536\u8d2d\u5ba2\u6237\u5e76\u6269\u5927\u670d\u52a1\u8303\u56f4\uff0c\u4ece\u800c\u589e\u52a0\u6536\u5165\u7684\u7b56\u7565\uff0c\u540c\u65f6\u8fd8\u6b63\u5728\u5411\u65b0\u7684\u5782\u76f4\u884c\u4e1a\u548c\u5730\u533a\u62d3\u5c55\u4e1a\u52a1\u3002\u4eca\u5e746\u6708\uff0c\u8be5\u516c\u53f8\u5ba3\u5e03\u6269\u5927\u4e0e\u8c37\u6b4c\u4e91\u7684\u5408\u4f5c\u5173\u7cfb\uff0c\u4f5c\u4e3a\u5176\u4e9a\u592a\u5730\u533a\u6218\u7565\u7684\u4e00\u90e8\u5206\u3002<\/p>\n

2024\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u8d22\u62a5\u4e2d\uff0cEndava\u62a5\u544a\u6536\u5165\u540c\u6bd4\u4e0b\u964d\u4e8614.3%\uff0c\u964d\u81f31.744\u4ebf\u82f1\u9551\u3002\u62a5\u544a\u8fd8\u663e\u793a\uff0c\u8c03\u6574\u540e\u7684\u6bcf\u80a1\u6536\u76ca\u4ece\u4e0a\u5e74\u76840.59\u82f1\u9551\u964d\u81f30.22\u82f1\u9551\u3002\u8be5\u516c\u53f8\u9996\u5e2d\u6267\u884c\u5b98John Cotterell\u5c06\u4e1a\u7ee9\u4e0b\u6ed1\u5f52\u56e0\u4e8e\u4e25\u5cfb\u7684\u9700\u6c42\u73af\u5883\u3002\u597d\u6d88\u606f\u662f\uff0c\u5f53\u5229\u7387\u4e0b\u964d\u65f6\uff0cEndava\u53ef\u80fd\u4f1a\u770b\u5230\u9700\u6c42\u56de\u5347\u3002\u76ee\u524d\uff0c\u8fd9\u53ea\u79d1\u6280\u80a1\u7684\u4ef7\u683c\u5df2\u4e0b\u8dcc58%\u81f332\u7f8e\u5143\u3002\u534e\u5c14\u8857\u5206\u6790\u5e08\u8bbe\u5b9a\u7684\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a41.83\u7f8e\u5143\uff0c\u4e0a\u6da8\u7a7a\u95f4\u4e3a42.57%\u3002\u5206\u6790\u5e08\u4e2d\u6700\u770b\u6da8\u7684\u9884\u6d4b\u4ef7\u683c\u4e3a66\u7f8e\u5143\uff0c\u6bd4\u5f53\u524d\u80a1\u4ef7\u7ffb\u4e86\u4e00\u756a\u3002<\/p>\n

Taiwan Semiconductor (TSM)<\/b><\/strong><\/h2>\n

\u53f0\u79ef\u7535Taiwan Semiconductor<\/b><\/strong>\u00a0(NYSE:TSM<\/b><\/u><\/strong><\/a>)\u662f\u4e00\u5bb6\u9886\u5148\u7684\u534a\u5bfc\u4f53\u5236\u9020\u5546\uff0c\u63d0\u4f9b\u7684\u82af\u7247\u8bbe\u8ba1\u548c\u5236\u9020\u670d\u52a1\u5728\u5168\u7403\u9700\u6c42\u91cf\u5f88\u5927\u3002\u4eca\u5e744\u6708\uff0c\u53f0\u79ef\u7535\u5ba3\u5e03\u5df2\u83b7\u5f97\u7f8e\u56fd\u653f\u5e9c66\u4ebf\u7f8e\u5143\u7684\u62e8\u6b3e\uff0c\u7528\u4e8e\u5728\u4e9a\u5229\u6851\u90a3\u5dde\u5efa\u8bbe\u751f\u4ea7\u8bbe\u65bd\u3002\u6839\u636e\u622a\u81f32023\u5e7412\u670831\u65e5\u7684\u5e74\u5ea6\u62a5\u544a\uff0c\u8be5\u516c\u53f8\u5206\u522b\u4ece\u65e5\u672c\u548c\u4e2d\u56fd\u83b7\u5f97\u4e86 15.1 \u4ebf\u7f8e\u5143\u548c 2.241 \u4ebf\u7f8e\u5143\u7684\u8d60\u6b3e\uff0c\u7528\u4e8e\u6269\u5927\u5728\u5f53\u5730\u7684\u4e1a\u52a1<\/p>\n

\u5728\u4eba\u5de5\u667a\u80fd\u5e94\u7528\u84ec\u52c3\u53d1\u5c55\u7684\u80cc\u666f\u4e0b\uff0c\u8fd9\u4e9b\u8d44\u91d1\u652f\u6301\u65e0\u7591\u5c06\u5bf9\u8be5\u516c\u53f8\u6ee1\u8db3\u4e0d\u65ad\u589e\u957f\u7684\u9700\u6c42\u8d77\u5230\u91cd\u8981\u4f5c\u7528\u3002\u5728\u4eca\u5e744\u6708\u53d1\u5e03\u76842024\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8d22\u62a5\u4e2d\uff0c\u53f0\u79ef\u7535\u8425\u6536\u4e3a182.2\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f16.5%\uff1b\u51c0\u5229\u6da6\u4e3a69.3\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f8.9%\u3002\u53f0\u79ef\u7535\u9884\u8ba1\u7b2c\u4e8c\u5b63\u5ea6\u8425\u6536\u5c06\u8fbe\u5230196\u4ebf\u81f3204\u4ebf\u7f8e\u5143\uff0c\u9ad8\u4e8e\u5206\u6790\u5e08\u9884\u8ba1\u7684202.2\u4ebf\u7f8e\u5143\u3002\u534e\u5c14\u8857\u6700\u770b\u6da8\u8be5\u80a1\u7684\u5206\u6790\u5e08\u9884\u6d4b\u80a1\u4ef7\u4e3a218.00\u7f8e\u5143\uff0c\u4e0a\u6da8\u7a7a\u95f4\u4e3a18.16%\u3002<\/p>\n

NICE (NICE)<\/b><\/strong><\/h2>\n

Nice\u00a0<\/b><\/strong>(NASDAQ:NICE<\/b><\/u><\/strong><\/a>)\u662f\u4e00\u5bb6\u63d0\u4f9b\u5185\u90e8\u90e8\u7f72\u548c\u57fa\u4e8e\u4e91\u7684\u8f6f\u4ef6\u89e3\u51b3\u65b9\u6848\u7684\u79d1\u6280\u516c\u53f8\uff0c\u4e13\u6ce8\u4e8e\u5ba2\u6237\u53c2\u4e0e\u89e3\u51b3\u65b9\u6848\u3002\u6b64\u5916\uff0c\u8be5\u516c\u53f8\u7684\u4ea7\u54c1\u5728\u91d1\u878d\u72af\u7f6a\u548c\u5408\u89c4\u884c\u4e1a\u9700\u6c42\u91cf\u5f88\u5927\u3002\u867d\u7136\u5927\u90e8\u5206\u6536\u5165\u6765\u81ea\u7f8e\u56fd\u4e1a\u52a1\uff0c\u4e0d\u8fc7\uff0c\u8be5\u516c\u53f8\u76ee\u524d\u6b63\u5728\u52aa\u529b\u8fdb\u884c\u56fd\u9645\u6269\u5f20\uff0c\u5728\u5357\u7f8e\u3001\u7f8e\u56fd\u3001\u4e1c\u5357\u4e9a\u3001\u6b27\u6d32\u548c\u4e2d\u4e1c\u90fd\u8bbe\u6709\u529e\u4e8b\u5904\u3002<\/p>\n

2024\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8d22\u62a5\u663e\u793a\uff0c\u8be5\u516c\u53f8\u6536\u5165\u540c\u6bd4\u589e\u957f15%\uff0c\u8fbe\u52306.593\u4ebf\u7f8e\u5143\uff1b\u4e91\u6536\u5165\u540c\u6bd4\u589e\u957f27%\uff0c\u8fbe\u52304.684\u4ebf\u7f8e\u5143\uff1b\u8425\u4e1a\u6536\u5165\u589e\u957f\u4e8630%\uff0c\u8fbe\u52301.214\u4ebf\u7f8e\u5143\uff0c\u8425\u4e1a\u73b0\u91d1\u6d41\u540c\u6bd4\u589e\u957f30%\uff0c\u8fbe\u5230\u521b\u7eaa\u5f55\u76842.54\u4ebf\u7f8e\u5143\u3002\u7b2c\u4e8c\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u9884\u8ba1\u975e\u7f8e\u56fd\u901a\u7528\u4f1a\u8ba1\u51c6\u5219\uff08Non-GAAP\uff09\u6536\u5165\u57286.57\u4ebf\u7f8e\u5143\u81f36.67\u4ebf\u7f8e\u5143\u4e4b\u95f4\uff0c\u4e2d\u503c\u540c\u6bd4\u589e\u957f14%\u3002\u975e\u7f8e\u56fd\u901a\u7528\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca\u9884\u8ba1\u57282.53\u7f8e\u5143\u81f32.63\u7f8e\u5143\uff0c\u4e2d\u503c\u540c\u6bd4\u589e\u957f21%\u3002<\/p>\n

\u8be5\u516c\u53f8\u9884\u8ba12024\u8d22\u5e74\u5168\u5e74\u6536\u5165\u4e3a27.15\u4ebf\u7f8e\u5143\u81f327.35\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f15%\uff0c\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f21%\u3002\u5206\u6790\u5e08\u5bf9\u8fd9\u53ea\u79d1\u6280\u80a1\u7684\u672a\u6765\u6301\u4e50\u89c2\u6001\u5ea6\uff0c\u4e00\u81f4\u7ed9\u4e88\u4e70\u5165\u8bc4\u7ea7\uff0c\u9884\u6d4b\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a272.07\u7f8e\u5143\uff0c\u4e0a\u6da8\u7a7a\u95f4\u4e3a59.56%\u3002\u6700\u4e50\u89c2\u7684\u5206\u6790\u5e08\u9884\u6d4b\u76ee\u6807\u4ef7\u4e3a346.00\u7f8e\u5143\uff0c\u4e0a\u6da8\u7a7a\u95f4\u4e3a102.92%\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

2024\u5e74\uff0c\u53ef\u4ee5\u8bf4\u7f8e\u80a1\u7684\u4e0a\u6da8\u884c\u60c5\u4e3b\u8981\u662f\u7531\u79d1\u6280\u80a1\u5e26\u52a8\u7684\u3002\u79d1\u6280\u677f\u5757\u80a1\u7968\u5e74\u521d\u81f3\u4eca\u7684\u56de\u62a5\u7387\u4e3a28.33%\uff0c\u8dd1\u8d62\u4e86\u540c\u671f\u4e0a […]<\/p>\n","protected":false},"author":31,"featured_media":369628,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521],"tags":[2155,558,1997,2137],"class_list":["post-546498","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","tag-2155","tag-558","tag-1997","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\/546498","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=546498"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/546498\/revisions"}],"predecessor-version":[{"id":546503,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/546498\/revisions\/546503"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/369628"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=546498"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=546498"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=546498"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}