{"id":360176,"date":"2020-12-02T20:31:23","date_gmt":"2020-12-03T04:31:23","guid":{"rendered":"https:\/\/nai500.com\/blog\/2020\/12\/nokia-says-5g-is-90-more-energy-efficient-micron-treks-higher-with-needham-supporting-the-bull-case\/"},"modified":"2020-12-02T20:32:54","modified_gmt":"2020-12-03T04:32:54","slug":"%e7%a7%91%e6%8a%80%e7%b2%be%e9%81%b8%e8%ab%be%e5%9f%ba%e4%ba%9e%e7%a8%b1-5g-%e8%83%bd%e6%95%88%e6%8f%90%e9%ab%98%e4%b9%9d%e6%88%90%e7%be%8e%e5%85%89%e8%a9%95%e7%b4%9a%e4%b8%8a%e8%aa%bf%e4%b8%a6","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2020\/12\/%e7%a7%91%e6%8a%80%e7%b2%be%e9%81%b8%e8%ab%be%e5%9f%ba%e4%ba%9e%e7%a8%b1-5g-%e8%83%bd%e6%95%88%e6%8f%90%e9%ab%98%e4%b9%9d%e6%88%90%e7%be%8e%e5%85%89%e8%a9%95%e7%b4%9a%e4%b8%8a%e8%aa%bf%e4%b8%a6\/","title":{"rendered":"\u79d1\u6280\u7cbe\u9078\u2014\u2014\u8afe\u57fa\u4e9e\u7a315G\u80fd\u6548\u63d0\u9ad8\u4e5d\u6210\uff0c\u7f8e\u5149\u8a55\u7d1a\u4e0a\u8abf\u4e26\u4e14\u80a1\u50f9\u4e0a\u6f32"},"content":{"rendered":"

\u8afe\u57fa\u4e9e\u7a31<\/strong>5G<\/strong>\u80fd\u6548\u63d0\u9ad8\u4e5d\u6210<\/strong><\/h2>\n

\u8afe\u57fa\u4e9e\uff08NYSE\uff1aNOK<\/a>\uff09\u548cTelef\u00f3nica\uff08NYSE\uff1aTEF<\/a>\uff09\u7684\u4e00\u9805\u65b0\u7814\u7a76\u8868\u660e\uff0c5G\u7db2\u7d61\u6bd4\u50b3\u7d714G\u7db2\u7d61\u7684\u6bcf\u696d\u52d9\u55ae\u4f4d\u80fd\u6548\u9ad890%\u3002<\/p>\n

5G\u662f\u4e00\u7a2e\u56fa\u6709\u7684\u7da0\u8272\u6280\u8853\uff0c\u6bcf\u5343\u74e6\u80fd\u6e90\u4e2d\u7684\u6578\u64da\u4f4d\u6578\u6bd4\u4ee5\u524d\u7684\u4efb\u4f55\u7121\u7dda\u6280\u8853\u4e00\u4ee3\u90fd\u8981\u591a\u3002\u4f46\u662f\uff0c5G\u7db2\u7d61\u9700\u8981\u63a1\u53d6\u9032\u4e00\u6b65\u63d0\u9ad8\u80fd\u6e90\u6548\u7387\uff0c\u4e26\u6700\u5927\u7a0b\u5ea6\u5730\u6e1b\u5c11\u6578\u64da\u6d41\u91cf\u6210\u6307\u6578\u589e\u9577\u5e36\u4f86\u7684\u4e8c\u6c27\u5316\u78b3\u6392\u653e\u3002<\/p>\n

\u57282019\u5e74\uff0c\u8afe\u57fa\u4e9e\u5411\u5168\u7403150\u591a\u500b\u5ba2\u6236\u63d0\u4f9b\u4e86\u96f6\u6392\u653e\u7522\u54c1\uff0c\u4e26\u81f4\u529b\u65bc\u52302030\u5e74\u5c07\u5176\u904b\u71df\u7684\u6392\u653e\u91cf\u6e1b\u5c1141%\u3002<\/p>\n

\u80a1\u50f9\u76e4\u524d\u4e0b\u8dcc2%\u3002<\/p>\n

\u7f8e\u5149\u8a55\u7d1a\u4e0a\u8abf\u4e26\u4e14\u80a1\u50f9\u4e0a\u6f32<\/strong><\/h2>\n

Needham\u8207\u7f8e\u5149\uff08NASDAQ\uff1aMU<\/a>\uff09\u9032\u884c\u8ca1\u5831\u8a2a\u8ac7\u5f8c\uff0c\u4e0a\u8abf\u4e86\u7f8e\u5149\u7684\u8a55\u7d1a\u3002<\/p>\n

\u5206\u6790\u5e2bRajvindra Gill\u8aaa\uff1a\u201c\u96d6\u7136DRAM\u548cNAND\u4ecd\u9762\u81e8\u4f9b\u904e\u65bc\u6c42\u7684\u554f\u984c\uff0c\u4f46DRAM\u548cNAND\u7684\u6578\u91cf\u548c\u50f9\u683c\u90fd\u770b\u597d\u3002\u6240\u6709\u7d42\u7aef\u5e02\u5834\u5c0d\u7f8e\u5149\u7522\u54c1\u7684\u9700\u6c42\u5747\u5448\u5fa9\u8607\u614b\u52e2\uff0c\u9019\u5c07\u57282021\u65e5\u66c6\u5e74\u7684\u4e0b\u534a\u5e74\u9ad4\u73fe\u5728\u7f8e\u5149\u7684\u8ca1\u52d9\u696d\u7e3e\u4e2d\u3002\u201d<\/p>\n

Gill\u6307\u51fa\uff0c\u7f8e\u5149\u5728\u79fb\u52d5\u3001\u6c7d\u8eca\u3001\u5de5\u696d\uff0cPC\u548c\u96f2\u9818\u57df\u770b\u5230\u4e86\u5ee3\u6cdb\u7684\u7d42\u7aef\u5e02\u5834\u9700\u6c42\uff0c\u6240\u6709\u9019\u4e9b\u5e02\u5834\u5c0dNAND\u548cDRAM\u7684\u9700\u6c42\u6fc0\u589e\u3002<\/p>\n

Needham\u7dad\u6301\u8cb7\u5165\u8a55\u7d1a\u548c80\u7f8e\u5143\u7684\u76ee\u6a19\u50f9\u683c\u3002<\/p>\n

\u7f8e\u5149\u80a1\u7968\u5728\u76e4\u524d\u4ea4\u6613\u4e2d\u4e0a\u6f320.77%\u81f367.55\u7f8e\u5143\u3002<\/p>\n

Wedbush<\/strong>\u7a31<\/strong>Slack<\/strong>\u4ea4\u6613\u70ba<\/strong>Salesforce<\/strong>\u5e36\u4f86\u9577\u671f\u6536\u76ca<\/strong><\/h2>\n

Wedbush Securities\u5206\u6790\u5e2bDan Ives\u9ede\u8a55Salesforce\uff08NYSE\uff1aCRM<\/a>\uff09277\u5104\u7f8e\u5143\u6536\u8cfcSlack\uff08NYSE\uff1aWORK\uff09\u7684\u4ea4\u6613\u3002<\/p>\n

\u7e3d\u800c\u8a00\u4e4b\uff0cIves\u8a8d\u70baSlack\u662fSalesforce\u7684\u77ed\u66ab\u7684\u201c\u75db\u9ede\u201d\uff0c\u539f\u56e0\u662f\uff0c\u8a72\u516c\u53f8\u5e0c\u671b\u5728\u96f2\u4e2d\u8207Microsoft\u7af6\u722d\uff0c\u56e0\u6b64\u5728\u7372\u5f97\u9577\u671f\u56de\u5831\u4e4b\u524d\uff0c\u5fc5\u5b9a\u8981\u7d93\u6b77\u7af6\u722d\u3002 Wedbush\u7dad\u6301Salesforce\u7684\u8cb7\u5165\u8a55\u7d1a\u548c300\u7f8e\u5143\u7684\u76ee\u6a19\u50f9\u683c\u3002<\/p>\n

Palantir<\/strong>\u80a1\u50f9\u4e0b\u8dcc<\/strong>10%<\/strong><\/h2>\n

\u6469\u6839\u58eb\u4e39\u5229\u5c07Palantir Technologies\uff08NYSE\uff1aPLTR<\/a>\uff09\u8a55\u7d1a\u7531\u201c\u589e\u6301\u201d\u8abf\u70ba \u201c\u6301\u80a1\u89c0\u671b\u201d\u3002<\/p>\n

\u5206\u6790\u5e2b\u8b66\u544a\u8aaa\uff1a\u8981\u7dad\u6301\u76ee\u524d\u7684\u6ea2\u50f9\u4f30\u503c\u4e0d\u6613\u3002\u81ea\u4e0a\u5e02\u4ee5\u4f86PLTR\u4e0a\u6f32\u4e86155%\uff0c\u57fa\u672c\u9762\u8b8a\u5316\u4e0d\u5927\uff0c\u98a8\u96aa\/\u56de\u5831\u5c0d\u80a1\u7968\u800c\u8a00\u7121\u7591\u662f\u8ca0\u9762\u7684\u3002\u6709\u592a\u591a\u61f8\u800c\u672a\u6c7a\u7684\u554f\u984c\u5c0e\u81f4\u7121\u6cd5\u7dad\u6301\u7576\u524d\u7684\u4f30\u503c\u3002<\/p>\n

Palantir\u80a1\u50f9\u5728\u76e4\u524d\u4ea4\u6613\u4e2d\u4e0b\u8dcc10.17%\u81f323.06\u7f8e\u5143\u3002<\/p>\n

PayPal<\/strong>\uff1a\u6578\u5b57\u652f\u4ed8\u8f49\u79fb\u5c07\u4fc3\u9032\u52a0\u5bc6\u8ca8\u5e63\u7684\u4f7f\u7528<\/strong><\/h2>\n

PayPal Holdings\uff08PYPL<\/a>-1.8%\uff09\u9996\u5e2d\u57f7\u884c\u5b98\u4e39\u00b7\u8212\u723e\u66fc\uff08Dan Schulman\uff09\u9810\u8a08\uff0c\u96a8\u8457\u8d8a\u4f86\u8d8a\u591a\u7684\u5546\u5bb6\u63a1\u7528\u201c\u6578\u5b57\u512a\u5148\u201d\u7684\u652f\u4ed8\u65b9\u5f0f\uff0c\u6578\u5b57\u8ca8\u5e63\u7684\u4f7f\u7528\u5c07\u6210\u70ba\u4e3b\u6d41\u3002<\/p>\n

\u8212\u723e\u66fc\u8aaa\uff0c\u96f6\u552e\u5546\u6b63\u5728\u8f49\u8b8a\u70ba\u901a\u904e\u667a\u80fd\u624b\u6a5f\u548cQR\u78bc\u63a5\u53d7\u4ed8\u6b3e\uff0c\u8d8a\u4f86\u8d8a\u591a\u7684\u5ba2\u6236\u63a1\u7528\u6578\u5b57\u9322\u5305\uff0c\u9019\u662f\u201c\u6578\u5b57\u8ca8\u5e63\u7684\u81ea\u7136\u88dc\u5145\u201d\u3002<\/p>\n

10\u6708\uff0c\u8a72\u516c\u53f8\u63a8\u51fa\u4e86\u4e00\u9805\u670d\u52d9\uff0cPayPal\u5ba2\u6236\u53ef\u4ee5\u901a\u904e\u8a72\u670d\u52d9\u8cfc\u8cb7\u3001\u51fa\u552e\u548c\u6301\u6709\u6578\u5b57\u9322\u5305\u4e2d\u7684\u52a0\u5bc6\u8ca8\u5e63\uff0c\u5305\u62ec\u6bd4\u7279\u5e63\u3001\u4ee5\u592a\u5e63\u548c\u840a\u7279\u5e63\u3002\u8a72\u516c\u53f8\u9084\u8a08\u5283\u5141\u8a31\u5ba2\u6236\u4f7f\u7528\u52a0\u5bc6\u8ca8\u5e63\u5728\u51762600\u842c\u6236\u5546\u5bb6\u8655\u8cfc\u8cb7\u5546\u54c1\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u8afe\u57fa\u4e9e\u7a315G\u80fd\u6548\u63d0\u9ad8\u4e5d\u6210 \u8afe\u57fa\u4e9e\uff08NYSE\uff1aNOK\uff09\u548cTelef\u00f3nica\uff08NYSE\uff1aTEF\uff09\u7684\u4e00\u9805\u65b0\u7814\u7a76\u8868\u660e […]<\/p>\n","protected":false},"author":9,"featured_media":360170,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426],"tags":[1677],"class_list":["post-360176","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hant","tag-technology-zh-hant","sectors-technology-zh-hant","locations-china-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/360176","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\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=360176"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/360176\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/360170"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=360176"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=360176"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=360176"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}