Western Digital \u80a1\u4ef7\u5728\u76d8\u4e2d\u4e0a\u6da8 9%\uff0c\u6500\u5347\u81f3\u7ea6 116.74 \u7684\u65b0\u9ad8\uff0c\u5ef6\u7eed\u5e74\u5185\u4e09\u4f4d\u6570\u7684\u6da8\u5e45\uff0c\u539f\u56e0\u662f AI \u57fa\u7840\u8bbe\u65bd\u652f\u51fa\u52a0\u5f3a\u4e86\u5b58\u50a8\u5382\u5546\u5728\u5b9a\u4ef7\u548c\u5229\u6da6\u4e0a\u7684\u638c\u63a7\u529b\u3002\u6b64\u756a\u8d70\u52bf\u662f\u5728\u4e00\u5b63\u5927\u5e45\u8d85\u9884\u671f\u3001\u5c06\u76c8\u5229\u4ece\u4e8f\u635f\u7ffb\u7ea2\u4e4b\u540e\u53d1\u751f\u7684\uff0c\u968f\u540e\u5206\u6790\u5e08\u7eb7\u7eb7\u4e0a\u8c03\u76ee\u6807\u4ef7\uff0c\u63a8\u52a8\u6295\u8d44\u8005\u8ffd\u9010 AI \u4f9b\u5e94\u94fe\u4e2d\u7684\u65b0\u9886\u519b\u8005\u3002\u201c\u6bcf\u4e2a\u6570\u636e\u4e2d\u5fc3\u90fd\u9700\u8981\u5927\u91cf\u5b58\u50a8\uff0c\u201dRosenblatt \u7684 Kevin Cassidy \u8bf4\uff0c\u4ed6\u5c06\u786c\u76d8\u9a71\u52a8\u5668\u79f0\u4e3a\u5e94\u5bf9 AI \u6570\u636e\u6f6e\u6d41\u7684\u6700\u4f4e\u6210\u672c\u5927\u5bb9\u91cf\u5b58\u50a8\u3002<\/p>\n
\u53d9\u4e8b\u5df2\u7ecf\u4ece PC \u4f4e\u8ff7\u8f6c\u5411\u8d85\u5927\u89c4\u6a21\u589e\u957f\u3002Western Digital \u6210\u4e3a\u5bb9\u91cf\u4f01\u4e1a\u7ea7\u9a71\u52a8\u5668\uff08nearline workhorses\uff09\u7684\u7eaf\u7cb9\u6295\u8d44\u6807\u7684\uff0c\u8fd9\u7c7b\u9a71\u52a8\u5668\u662f\u8d85\u5927\u89c4\u6a21\u4e91\u5382\u6309\u673a\u67b6\u90e8\u7f72\u7684\u4e3b\u529b\u3002\u968f\u7740\u4e91\u8fd0\u8425\u5546\u6269\u5efa AI \u8bad\u7ec3\u548c\u63a8\u7406\u96c6\u7fa4\uff0c\u4ed6\u4eec\u9700\u8981\u5ec9\u4ef7\u4e14\u9ad8\u5bc6\u5ea6\u7684\u5b58\u50a8\u6765\u5b58\u653e TB \u7ea7\u7684\u8bad\u7ec3\u6570\u636e\u4ee5\u53ca\u6a21\u578b\u751f\u6210\u7684\u8f93\u51fa\u3002\u5728\u6bcf\u4f4d\u6210\u672c\u4e0a\uff0cHDD \u4ecd\u7136\u4f18\u4e8e\u56fa\u6001\u3002\u7ecf\u8fc7\u591a\u5e74\u5728 PC \u5e02\u573a\u88ab SSD \u62a2\u5360\u4efd\u989d\u4e4b\u540e\uff0cWestern Digital \u73b0\u5728\u6b63\u5728\u5411\u771f\u6b63\u53d7\u76ca\u4e8e SSD \u8f6c\u578b\u7684\u7ec6\u5206\u5e02\u573a\u503e\u659c\uff1a\u968f\u7740 PC \u9006\u98ce\u5728\u884c\u4e1a\u4e2d\u5927\u4f53\u6de1\u53bb\uff0c\u5269\u4f59\u9700\u6c42\u96c6\u4e2d\u5728\u5177\u5907\u66f4\u5f3a\u5b9a\u4ef7\u80fd\u529b\u548c\u66f4\u957f\u671f\u53ef\u89c1\u6027\u7684 \u6570\u636e\u4e2d\u5fc3\u3002<\/p>\n
Western Digital \u7684\u6700\u65b0\u5b63\u5ea6\u6570\u636e\u4e3a\u8be5\u8bba\u70b9\u63d0\u4f9b\u4e86\u652f\u6491\u3002\u51c0\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f 41%\uff0c\u539f\u56e0\u662f HDD\u3001SSD \u548c Flash \u51fa\u8d27\u91cf\u589e\u52a0\u3002\u6bdb\u5229\u7387\u4ece\u4e00\u5e74\u524d\u7684 16.2% \u6fc0\u5347\u81f3 35.4%\uff0c\u5f97\u76ca\u4e8e\u66f4\u7a33\u5065\u7684\u5b9a\u4ef7\u548c\u66f4\u9ad8\u5bb9\u91cf\u9a71\u52a8\u5668\u7684\u66f4\u4f18\u4ea7\u54c1\u7ec4\u5408\u3002\u7a00\u91ca\u6bcf\u80a1\u6536\u76ca\u4ece\u53bb\u5e74\u540c\u671f\u7684\u4e8f\u635f\u56de\u5347\u81f3 1.77\u3002\u8fd9\u6837\u7684\u8f6c\u53d8\u53cd\u6620\u4e86 HDD \u4e0e NAND \u591a\u5e74\u7684\u4f9b\u5e94\u7eaa\u5f8b\uff0c\u4ee5\u53ca\u884c\u4e1a\u6574\u5408\u5e26\u6765\u7684\u5171\u540c\u884c\u4e3a\u3002\u6301\u7eed\u589e\u957f\u7684\u8ba2\u5355\u7c3f\u548c\u6709\u7eaa\u5f8b\u7684\u4ea7\u80fd\u7ba1\u7406\u4f7f Western Digital \u5728\u4e0d\u4e22\u5931\u5e02\u573a\u4efd\u989d\u7684\u60c5\u51b5\u4e0b\u5f97\u4ee5\u8f6c\u5ac1\u63d0\u4ef7\u3002\u6b63\u662f\u8fd9\u79cd\u7ecf\u8425\u6760\u6746\u4f7f\u5f97\u80a1\u7968\u91cd\u65b0\u5b9a\u4ef7\uff1a\u6295\u8d44\u8005\u613f\u610f\u4e3a\u884c\u4e1a\u7f55\u89c1\u7684\u53ef\u89c1\u6027\u652f\u4ed8\u6ea2\u4ef7\u3002<\/p>\n
\u5356\u65b9\u60c5\u7eea\u5df2\u660e\u786e\u8f6c\u4e3a\u770b\u591a\u3002\u8d22\u62a5\u516c\u5e03\u540e\uff0c\u591a\u5bb6\u673a\u6784\u4e0a\u8c03\u4e86\u9884\u6d4b\u4e0e\u76ee\u6807\u4ef7\uff0c\u5f15\u7528\u7684\u7406\u7531\u5305\u62ec\u8d44\u4ea7\u8d1f\u503a\u8868\u4fee\u590d\u3001\u66f4\u6e05\u6670\u7684\u8d44\u672c\u56de\u62a5\u8def\u5f84\u4ee5\u53ca\u4f9b\u7ed9\u7d27\u5f20\u3002Morgan Stanley \u7ef4\u6301 Overweight \u8bc4\u7ea7\u5e76\u6307\u51fa\uff0c\u4e00\u65e6\u6760\u6746\u7387\u4e0b\u964d\u53ef\u80fd\u5f00\u59cb\u6d3e\u606f\u3002Benchmark \u8c03\u6574\u81f3 Buy\uff0c\u8ba4\u4e3a\u6570\u636e\u4e2d\u5fc3\u4e0e AI \u5e26\u6765\u7684\u987a\u98ce\u4ecd\u5728\u5ef6\u7eed\u3002Evercore ISI \u4e0b\u8c03\u76ee\u6807\u4f46\u7ef4\u6301 Outperform\uff0c\u4e00\u65b9\u9762\u627f\u8ba4\u4e86\u66b4\u6da8\u60c5\u5f62\uff0c\u53e6\u4e00\u65b9\u9762\u4e5f\u63d0\u9192\u5b58\u50a8\u4ecd\u5177\u5468\u671f\u6027\u3002Rosenblatt \u7684 Cassidy \u5c06\u725b\u5e02\u7406\u7531\u7b80\u660e\u5f52\u7eb3\uff1a\u6570\u636e\u4e2d\u5fc3\u4f1a\u5728\u672a\u6765\u4e24\u5230\u56db\u5e74\u5185\u8ba1\u5212\u90e8\u7f72\uff0c\u66f4\u591a\u6570\u636e\u610f\u5473\u7740\u66f4\u597d\u7684 AI \u7ed3\u679c\u3002\u5728\u9664 GPU \u4e4b\u5916\u5e02\u573a\u6e34\u6c42\u6301\u4e45 AI \u6807\u7684\u7684\u73af\u5883\u4e2d\uff0c\u5b58\u50a8\u770b\u8d77\u6765\u50cf\u4e0b\u4e00\u4e2a\u884d\u751f\u8d62\u5bb6\u3002<\/p>\n
\u8fd9\u5e76\u975e\u5355\u4e00\u80a1\u7968\u7684\u5f02\u52a8\u3002\u53e6\u4e00\u5bb6\u8fd1\u7ebf HDD \u91cd\u78c5\u5382 Seagate Technology \u5728\u6295\u8d44\u8005\u9884\u8ba1\u8d85\u5927\u89c4\u6a21\u9700\u6c42\u6301\u7eed\u7684\u80cc\u666f\u4e0b\u4e0a\u6da8\u8d85\u8fc7 150%\uff0c\u6210\u4e3a S&P 500 \u4e2d\u8868\u73b0\u6700\u597d\u7684\u80a1\u7968\u3002\u5f53\u4e24\u5927\u9886\u5bfc\u8005\u540c\u65f6\u66b4\u6da8\uff0c\u8fd9\u4e0d\u4ec5\u4ec5\u662f beta \u7684\u5f71\u54cd\uff0c\u800c\u662f\u5e02\u573a\u76f8\u4fe1\u4e00\u4e2a\u591a\u5e74\u652f\u51fa\u7684\u5468\u671f\u4ee5\u53ca\u7d27\u5bc6\u7684\u4f9b\u5e94\u5546\u683c\u5c40\u3002\u5c11\u6570\u4f9b\u5e94\u5546\u4e3b\u5bfc\u5bb9\u91cf\u4f01\u4e1a\u7ea7 HDD \u5e02\u573a\uff0c\u8fd9\u79cd\u96c6\u4e2d\u901a\u5e38\u4f1a\u5e26\u6765\u66f4\u7406\u6027\u7684\u4ea7\u91cf\u3001\u66f4\u7a33\u7684\u5e73\u5747\u552e\u4ef7\uff0c\u4ee5\u53ca\u5728\u9500\u91cf\u4e0a\u5347\u65f6\u4e30\u539a\u7684\u8fb9\u9645\u5229\u6da6\u3002Western Digital \u7684\u4e0a\u6da8\u7531\u76f8\u540c\u7684\u673a\u5236\u9a71\u52a8\uff1a\u8d85\u5927\u89c4\u6a21\u5ba2\u6237\u60f3\u4ee5\u6700\u4f4e\u6210\u672c\u83b7\u5f97 PB \u7ea7\u5b58\u50a8\uff0c\u800c\u5c0f\u89c4\u6a21\u4f9b\u5e94\u5546\u7fa4\u4f53\u5728\u6269\u4ea7\u65f6\u62e5\u6709\u7ef4\u6301\u4ef7\u683c\u7684\u8bae\u4ef7\u80fd\u529b\u3002<\/p>\n
\u4efb\u4f55\u4e0e AI \u76f8\u5173\u7684\u6761\u76ee\u5468\u56f4\u90fd\u4f1a\u6709\u6ce1\u6cab\u8bba\uff0c\u5b58\u50a8\u4e5f\u4e0d\u4f8b\u5916\u3002\u770b\u7a7a\u8005\u6307\u51fa\u5178\u578b\u7684\u540e\u5468\u671f\u4fe1\u53f7\uff1a\u500d\u6570\u5927\u5e45\u6269\u5f20\u3001\u8d85\u5927\u89c4\u6a21\u5ba2\u6237\u63d0\u524d\u62c9\u5355\uff0c\u4ee5\u53ca\u5386\u53f2\u4e0a\u4ee5\u8fc7\u5ea6\u5efa\u8bbe\u548c\u964d\u4ef7\u6536\u573a\u7684\u7e41\u8363\u3002\u8fd9\u4e9b\u98ce\u9669\u786e\u5b9e\u5b58\u5728\u3002\u4e0d\u540c\u4e4b\u5904\u5728\u4e8e\u8fd9\u6b21\u7684\u8d44\u4ea7\u8d1f\u503a\u8868\u548c\u4f9b\u5e94\u6001\u5ea6\u3002Western Digital \u4e0e\u540c\u884c\u5728\u6676\u5706\u6295\u7247\u548c\u9a71\u52a8\u5668\u751f\u4ea7\u4e0a\u66f4\u4e3a\u514b\u5236\uff0c\u7ba1\u7406\u5c42\u4e5f\u8868\u793a\u5728\u5229\u6da6\u4fee\u590d\u540e\u624d\u8003\u8651\u73b0\u91d1\u56de\u62a5\u3002\u6700\u65b0\u8d22\u62a5\u663e\u793a\u8fd9\u79cd\u514b\u5236\u6b63\u5728\u89c1\u6548\u3002\u5982\u679c\u9700\u6c42\u653e\u8f6f\uff0c\u5b9a\u4ef7\u6bd4\u4ee5\u5f80\u7684\u4f4e\u8c37\u671f\u66f4\u6709\u97e7\u6027\uff0c\u516c\u53f8\u4e5f\u4e0d\u4f1a\u5728\u8fd0\u884c\u4e2d\u53cd\u590d\u5b66\u4e60\u6559\u8bad\u3002<\/p>\n
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GPU \u5360\u636e\u5934\u6761\uff0c\u4f46\u5b58\u50a8\u662f\u5927\u89c4\u6a21\u79fb\u52a8 AI \u6570\u636e\u7684\u6536\u8d39\u7ad9\u3002Western Digital \u6b63\u5c06\u81ea\u5df1\u5b9a\u4f4d\u4e3a\u6536\u8d39\u65b9\uff0c\u5176\u4ea7\u54c1\u7ec4\u5408\u4e0e\u5b9e\u9645\u82b1\u94b1\u7684\u65b9\u5411\u76f8\u5339\u914d\u3002\u6700\u65b0\u5b63\u5ea6\u8bc1\u660e\u4e86\u5728 AI \u8d44\u672c\u652f\u51fa\u4e0a\u884c\u5468\u671f\u4e2d\u8be5\u8fd0\u8425\u6a21\u5f0f\u53ef\u884c\uff0c\u4eca\u65e5\u7684\u53cd\u5f39\u663e\u793a\u6295\u8d44\u8005\u613f\u610f\u4e3a\u6b64\u4e70\u5355\u3002\u5728\u516c\u53f8\u516c\u5e03 41% \u7684\u9500\u552e\u589e\u957f\u30011.77 \u7684\u6bcf\u80a1\u6536\u76ca\u4ee5\u53ca\u8fd1 20 \u4e2a\u70b9\u7684\u5229\u6da6\u7387\u6269\u5f20\u5f53\u5929\u80a1\u4ef7\u4e0a\u6da8 9% \u5e76\u521b\u5386\u53f2\u65b0\u9ad8\uff0c\u4ece\u8868\u9762\u4e0a\u770b\u8fd9\u5e76\u975e\u65e0\u7406\u6027\u7684\u72c2\u70ed\uff1b\u800c\u662f\u5bf9\u4e00\u5bb6\u770b\u8d77\u6765\u66f4\u4e0d\u5468\u671f\u5316\u4e14\u5bf9\u6280\u672f\u6808\u66f4\u4e3a\u5173\u952e\u7684\u516c\u53f8\u7684\u91cd\u65b0\u5b9a\u4ef7\u3002\u4e0b\u4e00\u4e2a\u8003\u9a8c\u5f88\u7b80\u5355\uff1a\u4fdd\u6301\u8f83\u9ad8\u7684\u5229\u6da6\u7387\u3001\u5b88\u4f4f\u4ef7\u683c\uff0c\u5e76\u628a\u8ba2\u5355\u7c3f\u8f6c\u5316\u4e3a\u73b0\u91d1\u3002\u5982\u679c\u80fd\u505a\u5230\uff0cWestern Digital \u7684\u6500\u5347\u5c06\u66f4\u50cf\u662f\u65b0\u7684\u533a\u95f4\u800c\u975e\u4e00\u6b21\u5c16\u5cf0\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
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