{"id":361905,"date":"2020-12-15T23:45:12","date_gmt":"2020-12-16T07:45:12","guid":{"rendered":"https:\/\/nai500.com\/?p=361905"},"modified":"2020-12-15T23:50:39","modified_gmt":"2020-12-16T07:50:39","slug":"%e8%8f%af%e7%88%be%e8%a1%97-%e6%9c%80%e8%81%b0%e6%98%8e-%e9%83%bd%e5%9c%a8-%e8%b2%b7-%e9%80%99%e4%b8%89%e9%9a%bb-%e8%82%a1%e7%a5%a8-%e8%a6%81%e4%b8%8d%e8%a6%81-%e8%b7%9f%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2020\/12\/%e8%8f%af%e7%88%be%e8%a1%97-%e6%9c%80%e8%81%b0%e6%98%8e-%e9%83%bd%e5%9c%a8-%e8%b2%b7-%e9%80%99%e4%b8%89%e9%9a%bb-%e8%82%a1%e7%a5%a8-%e8%a6%81%e4%b8%8d%e8%a6%81-%e8%b7%9f%ef%bc%9f\/","title":{"rendered":"\u83ef\u723e\u8857\u6700\u8070\u660e\u7684\u4eba\u90fd\u5728\u8cb7\u9019\u4e09\u96bb\u80a1\u7968\uff0c\u8981\u4e0d\u8981\u8ddf\uff1f"},"content":{"rendered":"

\u4f7f\u7528\u80a1\u7968\u7be9\u9078\u5668\u5c0d\u5c0d\u6c96\u57fa\u91d1\u7b2c\u4e09\u5b63\u5ea6\u8cb7\u5165\u7684\u5927\u76e4\u80a1\u9032\u884c\u7be9\u9078\u5f8c\uff0c\u9019\u4e09\u500b\u540d\u5b57\u5438\u5f15\u4e86\u6211\u5011\u7684\u773c\u7403\uff0c\u5206\u5225\u662f3D\u5de5\u7a0b\u548c\u8a2d\u8a08\u8edf\u4ef6\u516c\u53f8\u6b50\u7279\u514bAutodesk<\/strong>\u00a0(NASDAQ:ADSK<\/a>)\u3001\u6578\u64da\u4e2d\u5fc3\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u8a17\u516c\u53f8Equinix<\/strong>\u00a0(NASDAQ:EQIX<\/a>)\u548c\u53ef\u6301\u7e8c\u6c34\u8cc7\u6e90\u6280\u8853\u516c\u53f8Xylem<\/strong>\u00a0(NYSE:XYL<\/a>)\u3002\u7b2c\u4e09\u5b63\u5ea6\u6709\u8d85\u904e70\u540d\u6295\u8cc7\u7d93\u7406\u5c0d\u9019\u4e09\u96bb\u80a1\u7968\u5efa\u5009\uff0c\u4f46\u554f\u984c\u662f\u73fe\u5728\u9084\u503c\u5f97\u8cb7\u5165\u55ce?<\/p>\n

\u6b50\u7279\u514b<\/h2>\n

\u8a72\u516c\u53f8\u5411\u5efa\u7bc9\u3001\u5de5\u7a0b\u548c\u65bd\u5de5\u516c\u53f8(\u92b7\u552e\u984d\u768460%)\u548c\u88fd\u9020\u516c\u53f8(\u92b7\u552e\u984d\u768430%)\u51fa\u552e\u8a2d\u8a08\u548c\u5de5\u7a0b\u8edf\u4ef6\uff0c\u5176\u9918\u4f86\u81ea\u5a92\u9ad4\u548c\u5a1b\u6a02\u3002<\/p>\n

\u6295\u8cc7\u8a72\u80a1\u7684\u7406\u7531\u662f\u8a72\u516c\u53f8\u5411\u8a02\u95b1\u92b7\u552e\u8edf\u4ef6(\u800c\u4e0d\u662f\u8edf\u4ef6\u8a31\u53ef\u8b49)\u7684\u8f49\u8b8a\uff0c\u5c07\u4f7f\u5176\u80fd\u5920\u66f4\u597d\u5730\u8f49\u5316\u975e\u4ed8\u8cbb\u7528\u6236\u3002\u56e0\u70ba\u6578\u5b57\u5316(3D\u5efa\u6a21\u3001\u96f2\u5354\u4f5c\u7b49)\u5728\u5de5\u7a0b\u548c\u8a2d\u8a08\u9818\u57df\u7684\u7206\u70b8\u5f0f\u767c\u5c55\u610f\u5473\u8457\uff0c\u4f7f\u7528\u8001\u7522\u54c1\u7684\u5ba2\u6236\u5c07\u932f\u904e\u6b50\u7279\u514b\u63d0\u4f9b\u7684\u65b0\u89e3\u6c7a\u65b9\u6848\u3002<\/p>\n

\u56e0\u6b64\uff0c\u7ba1\u7406\u5c64\u7e7c\u7e8c\u5c072020-2023\u8ca1\u5e74\u7684\u6536\u5165\u8907\u5408\u5e74\u589e\u9577\u7387\u5b9a\u572816% – 18%\uff0c\u76ee\u6a19\u662f\u57282023\u8ca1\u5e74\u5be6\u73fe24\u5104\u7f8e\u5143\u7684\u81ea\u7531\u73fe\u91d1\u6d41\u3002\u6309\u76ee\u524d635\u5104\u7f8e\u5143\u7684\u5e02\u503c\u8a08\u7b97\uff0c\u52302023\u5e74Autodesk\u7684\u81ea\u7531\u73fe\u91d1\u6d41\u4f30\u503c\u5c07\u9054\u523026\u500d\u2014\u2014\u5c0d\u65bc\u4e00\u5bb6\u76c8\u5229\u4e0d\u65b7\u589e\u9577\u7684\u516c\u53f8\u4f86\u8aaa\uff0c\u9019\u6a23\u7684\u4f30\u503c\u4e0d\u7b97\u9ad8\u3002\u8209\u500b\u4f8b\u5b50\uff0c\u5982\u679c\u80a1\u50f9\u4fdd\u6301\u4e0d\u8b8a\uff0c\u80a1\u7968\u7684\u4ea4\u6613\u50f9\u683c\u662f\u81ea\u7531\u73fe\u91d1\u6d41\u768423\u500d\uff0c\u800c\u81ea\u7531\u73fe\u91d1\u6d41\u589e\u9577\u7387\u70ba15%\uff0c\u90a3\u9ebc\u9019\u53ea\u80a1\u7968\u57285\u5e74\u5f8c\u7684\u4f30\u503c\u50c5\u70ba11\u500d\u3002<\/p>\n

\u4e0d\u904e\uff0c\u5f9e\u4e0a\u6b21\u8ca1\u5831\u96fb\u8a71\u6703\u8b70\u8a0e\u8ad6\u7684\u6578\u5b57\u4f86\u770b\uff0c\u60c5\u6cc1\u4e0d\u5bb9\u6a02\u89c0\u3002\u6b50\u7279\u514b\u525b\u525b\u767c\u4f48\u4e862021\u8ca1\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7684\u6536\u76ca\u5831\u544a\uff0c\u4e26\u9810\u6e2c2021\u5e74\u5168\u5e74\u7684\u81ea\u7531\u73fe\u91d1\u6d41\u572813\u5104\u81f313.6\u5104\u7f8e\u5143\u4e4b\u9593\uff0c2022\u5e74\u6536\u5165\u589e\u9577\u572815%\u4ee5\u5167\uff0c\u81ea\u7531\u73fe\u91d1\u6d41\u589e\u957720%\u3002<\/p>\n

\u8a72\u516c\u53f8\u9810\u8a08\uff0c2022\u5e74\u7684\u81ea\u7531\u73fe\u91d1\u6d41\u5c07\u572815.6\u5104\u81f316.3\u5104\u7f8e\u5143\u4e4b\u9593\uff0c\u9019\u610f\u5473\u84572023\u5e74\u81ea\u7531\u73fe\u91d1\u6d41\u5c07\u589e\u52a07.7\u5104\u7f8e\u5143\u81f38.4\u5104\u7f8e\u5143\uff0c\u589e\u5e45\u70ba47%\u81f353%\u3002\u9019\u662f\u4e00\u500b\u5927\u81bd\u7684\u76ee\u6a19\uff0c\u9452\u65bc\u8a72\u516c\u53f8\u76ee\u524d\u7684\u5e02\u76c8\u7387\u70ba71\u500d\uff0c\u5e02\u5834\u4f3c\u4e4e\u5df2\u7d93\u5728\u6d88\u5316\u9019\u4e9b\u5927\u81bd\u7684\u5047\u8a2d\u3002<\/p>\n

\u4f5c\u70ba\u4e00\u96bb\u71b1\u9580\u80a1\u7968\uff0c\u6b50\u7279\u514b\u9762\u81e8\u8457\u7e7c\u7e8c\u5be6\u73fe\u8d85\u51fa\u9810\u671f\u7684\u58d3\u529b\u3002\u6295\u8cc7\u8005\u53ef\u4ee5\u5c07\u8a72\u80a1\u5217\u5165\u89c0\u5bdf\u540d\u55ae\uff0c\u5982\u679c\u672a\u4f86\u4e00\u5169\u500b\u5b63\u5ea6\u7684\u696d\u7e3e\u4ee4\u4eba\u5931\u671b\uff0c\u53ef\u4ee5\u8003\u616e\u5f9e\u540d\u55ae\u4e2d\u5254\u9664\u3002<\/p>\n

Equinix<\/h2>\n

\u6295\u8cc7\u8005\u61c9\u8a72\u4e0d\u96e3\u770b\u51fa\u9019\u500b\u6578\u64da\u4e2d\u5fc3\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u8a17\u80a1\u7968\u7684\u6f5b\u5728\u6295\u8cc7\u7406\u7531\uff0c\u4ee5\u53ca(\u6216)\u70ba\u4ec0\u9ebc\u6295\u8cc7\u7d93\u7406\u4e00\u76f4\u5728\u5927\u8209\u8cb7\u5165\u8a72\u80a1\u3002\u7c21\u55ae\u5730\u8aaa\uff0c\u75ab\u60c5\u52a0\u5feb\u4e86\u5c0d\u6578\u64da\u548c\u96f2\u5b58\u5132\u9700\u6c42\u589e\u52a0\u7684\u672c\u5df2\u5f37\u52c1\u7684\u8da8\u52e2\u3002\u56e0\u6b64\uff0c\u6295\u8cc7\u7d93\u7406\u5e7e\u4e4e\u53ef\u4ee5\u80af\u5b9a\u5730\u5c07\u8a72\u80a1\u8996\u70ba\u201c\u65b0\u51a0\u6982\u5ff5\u80a1\u201d\u3002<\/p>\n

\u4e5f\u5c31\u662f\u8aaa\uff0c\u63a8\u52d5\u9577\u671f\u6578\u64da\u9700\u6c42\u7684\u6839\u672c\u52d5\u529b\u6b63\u8b8a\u5f97\u8d8a\u4f86\u8d8a\u5f37\u5927\u3002\u4f8b\u5982\uff0c5G\u7db2\u7d61\u5c07\u5fb9\u5e95\u6539\u8b8a\u4f01\u696d\u548c\u500b\u4eba\u4f7f\u7528\u6578\u64da\u7684\u65b9\u5f0f\uff0c\u800c\u5927\u6578\u64da\u5206\u6790\u3001\u4eba\u5de5\u667a\u80fd\u4ee5\u53ca\u5411\u6578\u5b57\u6280\u8853\u548c\u7269\u806f\u7db2(IoT)\u7684\u8f49\u8b8a\u4e5f\u5c07\u5c0e\u81f4\u9700\u6c42\u6fc0\u589e\u3002<\/p>\n

Equinix\u77ed\u671f\u5167\u53d7\u76ca\u4e8e\u5c45\u5bb6\u8fa6\u516c\u4ee5\u53ca\u9060\u7a0b\u5de5\u4f5c\u548c\u8996\u983b\u6703\u8b70\u7684\u76f8\u95dc\u589e\u9577\u3002\u7136\u800c\uff0c\u5982\u679c\u50c5\u50c5\u56e0\u70ba\u6709\u95dc\u51a0\u72c0\u75c5\u6bd2\u75ab\u82d7\u7684\u6d88\u606f\u8b93\u4e00\u4e9b\u4eba\u8a8d\u70ba\u8a72\u516c\u53f8\u7684\u77ed\u671f\u589e\u9577\u5c07\u51fa\u73fe\u67d0\u7a2e\u505c\u6eef\uff0c\u9032\u800c\u62cb\u552e\u8a72\u516c\u53f8\u80a1\u7968\uff0c\u9019\u7a2e\u505a\u6cd5\u5c07\u662f\u932f\u8aa4\u7684\u3002<\/p>\n

\u7531\u65bc\u7ba1\u7406\u5c64\u9810\u6e2c2020\u5e74\u5168\u5e74\u7684\u8abf\u6574\u5f8c\u904b\u71df\u8cc7\u91d1(AFFO)\u5728\u6bcf\u80a123.48\u7f8e\u5143\u81f324.61\u7f8e\u5143\u4e4b\u9593\uff0c\u6bcf\u80a110.64\u7f8e\u5143\u7684\u80a1\u606f(\u6536\u76ca\u73871.53%)\u5f88\u5bb9\u6613\u88ab\u73fe\u91d1\u6d41\u6240\u8986\u84cb\uff0c\u6295\u8cc7\u8005\u53ef\u4ee5\u9810\u671f\u672a\u4f86\u6703\u6709\u589e\u9577\u3002\u7d9c\u4e0a\u6240\u8ff0\uff0c\u9452\u65bc\u8fd1\u671f\u53d7\u6295\u8cc7\u60c5\u7dd2\u5f71\u97ff\u7684\u4e0b\u8dcc\uff0cEquinix\u9084\u662f\u503c\u5f97\u8cb7\u5165\u7684\u3002<\/p>\n

Xylem<\/h2>\n

\u9019\u5bb6\u53ef\u6301\u7e8c\u767c\u5c55\u7684\u6c34\u6280\u8853\u516c\u53f8\u5927\u7d04\u4e00\u534a\u7684\u6536\u5165\u4f86\u81ea\u4f9b\u6c34\u8a2d\u65bd(\u6c59\u6c34\u8655\u7406\u548c\u6de8\u6c34\u8f38\u9001)\u3002\u53e6\u591635%\u4f86\u81ea\u5de5\u696d\u90e8\u9580(\u5be6\u7528\u6c34\u8655\u7406)\uff0c\u5176\u9918\u4f86\u81ea\u5546\u696d\u548c\u4f4f\u5b85\u90e8\u9580(\u5be6\u7528\u6c34)\u3002\u56e0\u6b64\uff0c\u8a72\u516c\u53f8\u696d\u7e3e\u5831\u544a\u4e2d\u9019\u5169\u5927\u90e8\u5206\u696d\u52d9\u662f\u5206\u958b\u5831\u544a\u7684\uff0c\u5373\u6c34\u57fa\u790e\u8a2d\u65bd\u548c\u5be6\u7528\u6c34\u3002<\/p>\n

\u7b2c\u4e09\u90e8\u5206\uff0c\u6e2c\u91cf\u548c\u63a7\u5236\u89e3\u6c7a\u65b9\u6848\uff0c\u5305\u542b\u4e00\u500b\u4ee4\u4eba\u8208\u596e\u7684\u667a\u80fd\u6280\u8853\u696d\u52d9\u96c6\u5408\uff0c\u4f7f\u7528\u5148\u9032\u7684\u5206\u6790\u548c\u7db2\u7d61\u652f\u6301\u8a2d\u5099\uff0c\u4ee5\u5e6b\u52a9\u516c\u5171\u4e8b\u696d\u55ae\u4f4d\u76e3\u6e2c\u548c\u8655\u7406\u6d29\u6f0f\u548c\u76dc\u7aca\uff0c\u4e26\u9032\u884c\u667a\u80fd\u8a08\u91cf\u3002\u9019\u662f\u4e00\u500b\u6709\u8da3\u7684\u7d44\u5408\uff0c\u4e0d\u65b7\u66f4\u65b0\u4f9b\u6c34\u57fa\u790e\u8a2d\u65bd\u7684\u9700\u6c42\uff0c\u4ee5\u53ca\u5148\u9032\u7684\u5206\u6790\u89e3\u6c7a\u65b9\u6848\u5e36\u4f86\u7684\u589e\u9577\u52d5\u529b\u3002<\/p>\n

\u8a72\u516c\u53f8\u80a1\u50f9\u81ea4\u6708\u4efd\u4ee5\u4f86\u5df2\u4e0a\u6f32\u903e40%\uff0c\u4ee52021\u5e74\u9810\u671f\u6536\u76ca\u8a08\u7b97\u7684\u5e02\u76c8\u7387\u70ba37\u500d\u3002\u5c0d\u65bc\u4e00\u5bb6\u7b2c\u4e09\u5b63\u5ea6\u6709\u6a5f\u92b7\u552e\u984d\u4e0b\u964d7%\u7684\u516c\u53f8\u4f86\u8aaa\uff0cXylem\u7684\u50f9\u503c\u4f9d\u7136\u4e0d\u5bb9\u7f6e\u7591\u3002<\/p>\n

\u80a1\u7968\u8cb7\u9084\u662f\u4e0d\u8cb7\uff1f<\/h2>\n

\u7e3d\u7684\u4f86\u8aaa\uff0cAutodesk\u662f\u4e00\u5bb6\u6709\u5438\u5f15\u529b\u7684\u516c\u53f8\uff0c\u4f46\u5f9e\u98a8\u96aa\/\u56de\u5831\u7684\u89d2\u5ea6\u4f86\u770b\uff0c\u8a72\u516c\u53f8\u80a1\u7968\u7684\u50f9\u503c\u4f3c\u4e4e\u5df2\u5f97\u5230\u5145\u5206\u9ad4\u73fe\u3002Xylem\u4e5f\u662f\u4e00\u96bb\u503c\u5f97\u5bc6\u5207\u95dc\u6ce8\u7684\u80a1\u7968\uff0c\u4f46\u4f30\u503c\u4e5f\u6709\u4e9b\u904e\u9ad8\u4e86\u3002\u8207\u6b64\u540c\u6642\uff0cEquinix\u80a1\u50f9\u6700\u8fd1\u7684\u4e0b\u8dcc\u70ba\u6295\u8cc7\u8005\u6292\u5beb\u4e00\u500b\u9577\u671f\u7684\u589e\u9577\u6545\u4e8b\u5275\u9020\u4e86\u4e00\u500b\u826f\u597d\u7684\u5207\u5165\u9ede\u3002<\/p>\n

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