{"id":307911,"date":"2019-12-02T17:02:42","date_gmt":"2019-12-03T01:02:42","guid":{"rendered":"https:\/\/nai500.com\/blog\/2019\/12\/%e8%a5%bf%e9%83%a8%e6%95%b0%e6%8d%ae%e5%92%8c%e7%be%8e%e5%85%89-%e8%8a%af%e7%89%87-%e7%a1%ac%e7%9b%98-%e8%a1%8c%e4%b8%9a%e5%91%a8%e6%9c%9f%e5%ba%95%e9%83%a8\/"},"modified":"2019-12-02T17:03:01","modified_gmt":"2019-12-03T01:03:01","slug":"%e8%a5%bf%e9%83%a8%e6%95%b8%e6%93%9a%e5%92%8c%e7%be%8e%e5%85%89-%e8%8a%af%e7%89%87-%e7%a1%ac%e7%9b%a4-%e8%a1%8c%e6%a5%ad%e5%91%a8%e6%9c%9f%e5%ba%95%e9%83%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2019\/12\/%e8%a5%bf%e9%83%a8%e6%95%b8%e6%93%9a%e5%92%8c%e7%be%8e%e5%85%89-%e8%8a%af%e7%89%87-%e7%a1%ac%e7%9b%a4-%e8%a1%8c%e6%a5%ad%e5%91%a8%e6%9c%9f%e5%ba%95%e9%83%a8\/","title":{"rendered":"\u897f\u90e8\u6578\u64da\u548c\u7f8e\u5149\uff0c\u8ab0\u66f4\u63a5\u8fd1\u884c\u696d\u5468\u671f\u5e95\u90e8\uff1f"},"content":{"rendered":"

\u897f\u90e8\u6578\u64daWestern Digital\uff08NASDAQ: WDC\uff09<\/a>\u662f\u5168\u7403\u6700\u5927\u7684HDD\u6a5f\u68b0\u786c\u76e4\u548cSSD\u56fa\u614b\u786c\u76e4\u88fd\u9020\u5546\u4e4b\u4e00\uff0c\u800c\u7f8e\u5149\u79d1\u6280Micron Technology\uff08NASDAQ: MU\uff09<\/a>\u662f\u4e00\u5bb6\u5927\u578b\u7684NAND\u548cDRAM\u5167\u5b58\u82af\u7247\u88fd\u9020\u5546\uff0c\u672c\u6587\u5c07\u5f9e\u696d\u52d9\u591a\u5143\u5316\uff0c\u6536\u5165\u548c\u76c8\u5229\u8da8\u52e2\uff0c\u4f30\u503c\u548c\u6d3e\u606f\u89d2\u5ea6\u5206\u6790\u897f\u90e8\u6578\u64da\u548c\u7f8e\u5149\u9019\u5169\u96bb\u500b\u80a1\u7684\u512a\u52a3\u3002<\/p>\n

\u904e\u53bb\u5169\u5e74\uff0c\u5167\u5b58\u82af\u7247\u4f9b\u7d66\u904e\u5269\u4ee5\u53ca\u500b\u4eba\u96fb\u8166\u548c\u79fb\u52d5\u8a2d\u5099\u92b7\u552e\u75b2\u8edf\u56b4\u91cd\u65bd\u58d3\u9019\u5169\u96bb\u500b\u80a1\u3002\u4e0d\u904e\uff0c\u5728\u5e02\u5834\u7684\u884c\u696d\u5468\u671f\u6027\u5fa9\u8607\u7684\u671f\u5f85\u4e0b\uff0c\u5169\u96bb\u500b\u80a1\u4eca\u5e74\u5747\u5553\u52d5\u53cd\u5f48\u884c\u60c5\uff0c\u5176\u4e2d\u897f\u90e8\u6578\u64da\u80a1\u50f9\u4eca\u5e74\u4e0a\u6f32\u8fd140%\uff0c\u7f8e\u5149\u4e0a\u6f32\u8d85\u904e50%\u3002\u672a\u4f86\uff0c\u9019\u5169\u96bb\u500b\u80a1\u8ab0\u7684\u4e0a\u6f32\u7a7a\u9593\u66f4\u5927\uff1f<\/p>\n

\u897f\u90e8\u6578\u64da\u548c\u7f8e\u5149\u7684\u5275\u6536\u4f86\u6e90<\/h2>\n

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\u7f8e\u5149\u6700\u8fd1\u5b63\u5ea663%\u7684\u6536\u5165\u90fd\u4f86\u81eaDRAM\u82af\u7247\uff0c\u53e6\u5916\u768431%\u4f86\u81eaNAND\u82af\u7247\u3002\u7f8e\u5149\u662f\u5168\u7403\u7b2c\u4e09\u5927DRAM\u82af\u7247\u88fd\u9020\u5546\uff0c\u50c5\u6b21\u4e8e\u4e09\u661f\u548cSK\u6d77\u529b\u58eb\uff0c\u4ee5\u53ca\u5168\u7403\u7b2c\u56db\u5927NAND\u82af\u7247\u88fd\u9020\u5546\uff0c\u50c5\u6b21\u4e8e\u4e09\u661f\u3001\u6771\u829d\u548c\u897f\u90e8\u6578\u64da\u3002<\/p>\n

\u897f\u90e8\u6578\u64da\u548c\u7f8e\u5149\uff0c\u8ab0\u7684\u589e\u901f\u66f4\u9ad8\uff1f<\/h2>\n

\u904e\u53bb1\u5e74\uff0c\u884c\u696d\u5468\u671f\u56e0\u7d20\u5c0d\u897f\u90e8\u6578\u64da\u548c\u7f8e\u5149\u7684\u696d\u7e3e\u5747\u9020\u6210\u8ca0\u9762\u885d\u64ca\u3002\u897f\u90e8\u6578\u64da\u7684\u6536\u5165\u540c\u6bd4\u589e\u901f\u9023\u7e8c5\u500b\u5b63\u5ea6\u4e0b\u6ed1\uff1a<\/p>\n\n\n\n\n
\u6536\u5165\u540c\u6bd4\u589e\u901f<\/td>\n2019 Q1<\/td>\n2019 Q2<\/td>\n2019 Q3<\/td>\n2019 Q4<\/td>\n2020 Q1<\/td>\n<\/tr>\n
\u897f\u90e8\u6578\u64da<\/td>\n(3%)<\/td>\n(21%)<\/td>\n(27%)<\/td>\n(29%)<\/td>\n(20%)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u4e0d\u904e\uff0c\u897f\u90e8\u6578\u64da\u9810\u8a08\u4e8c\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u5c07\u6b62\u8dcc\uff0c\u74b0\u6bd4\u589e\u95774%\uff0c\u539f\u56e0\u662fHDD\u548c\u9583\u5b58\u7523\u54c1\u7684\u9700\u6c42\u56de\u6696\uff0c\u516c\u53f8\u9996\u5e2d\u57f7\u884c\u5b98Steve Milligan\u5728\u8a72\u516c\u53f8\u7684\u96fb\u8a71\u6703\u8b70\u671f\u9593\u8072\u7a31\uff0c\u9583\u5b58\u884c\u696d\u201c\u5df2\u7d93\u89f8\u53ca\u884c\u696d\u5468\u671f\u6027\u5e95\u90e8\u201d\u3002\u5206\u6790\u5e2b\u9810\u8a08\u897f\u90e8\u6578\u64da\u4eca\u5e74\u7684\u6536\u5165\u964d\u5e45\u4e0d\u8d85\u904e1%\uff0c\u660e\u5e74\u4e0a\u53479%\u3002<\/p>\n

DRAM\u548cNAND\u5e02\u5834\u6301\u7e8c\u627f\u58d3\uff0c\u7f8e\u5149\u6536\u5165\u540c\u6bd4\u9023\u7e8c3\u500b\u5b63\u5ea6\u4e0b\u6ed1\uff1a<\/p>\n\n\n\n\n
\u6536\u5165\u540c\u6bd4\u589e\u901f<\/td>\n2019 Q1<\/td>\n2019 Q2<\/td>\n2019 Q3<\/td>\n2019 Q4<\/td>\n2020 Q1<\/td>\n<\/tr>\n
\u7f8e\u5149<\/td>\n38%<\/td>\n16%<\/td>\n(21%)<\/td>\n(39%)<\/td>\n(42%)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u4e0d\u904e\uff0c\u7f8e\u5149\u7684\u5468\u671f\u6027\u5e95\u90e8\u4fe1\u865f\u4e5f\u5df2\u986f\u73fe\u3002\u74b0\u6bd4\u4f86\u770b\uff0c\u516c\u53f8\u56db\u5b63\u5ea6DRAM\u6536\u5165\u4e0a\u53471%\uff0cNAND\u6536\u5165\u4e0a\u53475%\uff0c\u5373\u4f7f\u8a72\u516c\u53f8\u7684\u4e00\u500b\u5927\u5ba2\u6236\u83ef\u7232\u88ab\u5217\u5165\u4e86\u7f8e\u570b\u7684\u8cbf\u6613\u9ed1\u540d\u55ae\u3002\u7f8e\u5149\u9810\u8a08\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u4e0b\u964d37%\uff0c\u4f46\u74b0\u6bd4\u4e0a\u53473%\uff0c\u986f\u793a\u4e0b\u964d\u8da8\u52e2\u4e5f\u6b63\u5728\u89f8\u5e95\u3002\u5206\u6790\u5e2b\u9810\u8a08\u4eca\u5e74\u7684\u6536\u5165\u4e0b\u964d12%\uff0c\u4f46\u96a8\u8457\u5167\u5b58\u5e02\u5834\u8f49\u6696\uff0c\u660e\u5e74\u5c07\u4e0a\u534722%\u3002<\/p>\n

\u76c8\u5229\u8da8\u52e2\u548c\u4f30\u503c<\/h2>\n

\u5169\u5bb6\u516c\u53f8\u7684\u76c8\u5229\u589e\u9577\u5747\u4e0d\u5982\u4eba\u610f\uff0c\u5176\u4e2d\u897f\u90e8\u6578\u64da\u4e0a\u5b63\u5ea6\u975eGAAP\u76c8\u5229\u5927\u5e45\u4e0b\u964d89%\uff0c\u7f8e\u5149\u4e0b\u964d84%\u3002\u4e0d\u904e\uff0c\u897f\u90e8\u6578\u64da\u7684\u76c8\u5229\u6b63\u5728\u89f8\u5e95\u3002\u516c\u53f8\u9810\u8a08\u4e8c\u5b63\u5ea6\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u4e0b\u964d62%\uff0c\u4f46\u76f8\u8f03\u4e00\u5b63\u5ea6\u4e0a\u534762%\u3002\u8207\u6b64\u540c\u6642\uff0c\u7f8e\u5149\u9810\u8a08\u76c8\u5229\u540c\u6bd4\u4e0b\u964d85%\uff0c\u74b0\u6bd4\u4e0b\u964d18%\u3002\u5206\u6790\u5e2b\u9810\u8a08\u897f\u90e8\u6578\u64da\u4eca\u5e74\u7684\u76c8\u5229\u4e0b\u964d46%\uff0c\u7f8e\u5149\u4e0b\u964d61%\u3002\u4f46\u62c9\u9577\u5468\u671f\u4f86\u770b\uff0c\u96a8\u8457\u884c\u696d\u5468\u671f\u6027\u6536\u5165\u53cd\u5f48\uff0c\u5169\u5bb6\u516c\u53f8\u7684\u76c8\u5229\u61c9\u8a72\u4e5f\u6703\u6062\u5fa9\u589e\u9577\u3002<\/p>\n\n\n\n\n\n
\u516c\u53f8<\/td>\n\u6bcf\u80a1\u6536\u76ca\u589e\u901f\u9810\u671f\uff08\u4e0b\u4e00\u8ca1\u5e74\uff09<\/td>\n\u9060\u671f\u5e02\u76c8\u7387<\/td>\n<\/tr>\n
\u897f\u90e8\u6578\u64da<\/td>\n147%<\/td>\n8<\/td>\n<\/tr>\n
\u7f8e\u5149<\/td>\n112%<\/td>\n9<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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\u897f\u90e8\u6578\u64daWestern Digital\uff08NASDAQ: WDC\uff09\u662f\u5168\u7403\u6700\u5927\u7684HDD\u6a5f\u68b0\u786c\u76e4\u548cSSD\u56fa\u614b\u786c\u76e4\u88fd\u9020 […]<\/p>\n","protected":false},"author":27,"featured_media":307908,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[],"class_list":["post-307911","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","sectors-technology-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/307911","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=307911"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/307911\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/307908"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=307911"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=307911"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=307911"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}