{"id":400260,"date":"2021-10-05T23:35:07","date_gmt":"2021-10-06T06:35:07","guid":{"rendered":"https:\/\/nai500.com\/?p=400260"},"modified":"2021-10-05T23:35:07","modified_gmt":"2021-10-06T06:35:07","slug":"%e7%a7%91%e6%8a%80%e8%82%a1-%e6%b0%b8%e9%81%a0-%e7%9a%84%e7%a5%9e-10%e6%9c%88%e4%bb%bd-%e9%87%8d%e9%bb%9e-%e9%97%9c%e6%b3%a8-%e9%80%99%e4%ba%9b-%e8%82%a1%e7%a5%a8%ef%bc%81","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2021\/10\/%e7%a7%91%e6%8a%80%e8%82%a1-%e6%b0%b8%e9%81%a0-%e7%9a%84%e7%a5%9e-10%e6%9c%88%e4%bb%bd-%e9%87%8d%e9%bb%9e-%e9%97%9c%e6%b3%a8-%e9%80%99%e4%ba%9b-%e8%82%a1%e7%a5%a8%ef%bc%81\/","title":{"rendered":"\u79d1\u6280\u80a1\u6c38\u9060\u7684\u795e\uff0c10\u6708\u4efd\u91cd\u9ede\u95dc\u6ce8\u9019\u4e9b\u80a1\u7968\uff01"},"content":{"rendered":"<p>\u79d1\u6280\u9818\u57df\u7531\u96fb\u5b50\u3001\u8edf\u4ef6\u3001\u8a08\u7b97\u6a5f\u3001\u4eba\u5de5\u667a\u80fd\u3001\u4fe1\u606f\u6280\u8853\uff08IT\uff09\u76f8\u95dc\u7684\u884c\u696d\u4e2d\u92b7\u552e\u5546\u54c1\u548c\u670d\u52d9\u7684\u4f01\u696d\u7d44\u6210\u3002\u8a72\u884c\u696d\u5305\u62ec\u5168\u7403\u5e02\u503c\u6700\u9ad8\u7684\u516c\u53f8\uff0c\u4f8b\u5982\u860b\u679c\uff08<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=AAPL\">AAPL<\/a>\uff09\u3001\u5fae\u8edf\uff08<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=MSFT\">MSFT<\/a>\uff09\u548c\u4e9e\u99ac\u905c\uff08<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=AMZN\">AMZN<\/a>\uff09\u3002<\/p>\n<p>\u622a\u81f32021\u5e749\u670817\u65e5\u7684\u904e\u53bb\u4e00\u5e74\uff0c\u4ee5\u79d1\u6280\u7cbe\u9078\u884c\u696dSPDR ETF\uff08<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=XLV\">XLV<\/a>\uff09\u70ba\u4ee3\u8868\u7684\u79d1\u6280\u80a1\u7968\u8868\u73fe\u8d85\u904e\u5927\u76e4\u3002XLV\u5728\u904e\u53bb12\u500b\u6708\u7684\u7e3d\u56de\u5831\u7387\u70ba37.9%\uff0c\u9ad8\u65bc\u7f85\u7d201000\u6307\u6578\u768435.3%\u7e3d\u56de\u5831\u7387\u3002<\/p>\n<p>\u4ee5\u4e0b\u662f\u50f9\u503c\u6700\u9ad8\u3001\u6536\u76ca\u589e\u9577\u6700\u5feb\u3001\u52e2\u982d\u6700\u5f37\u7684\u79d1\u6280\u80a1\uff0c\u6295\u8cc7\u8005\u4e00\u5b9a\u8981\u5728\u525b\u525b\u5230\u4f86\u7684\u9019\u500b10\u6708\u5bc6\u5207\u95dc\u6ce8\u3002<\/p>\n<h2><strong>\u50f9\u503c\u6700\u9ad8\u7684\u79d1\u6280\u80a1<\/strong><\/h2>\n<p>\u50f9\u503c\u6295\u8cc7\u662f\u4e00\u7a2e\u57fa\u65bc\u56e0\u7d20\u7684\u6295\u8cc7\u7b56\u7565\uff0c\u5305\u62ec\u6311\u9078\u8a8d\u70ba\u4ea4\u6613\u50f9\u683c\u4f4e\u65bc\u5176\u5167\u5728\u50f9\u503c\u7684\u80a1\u7968\uff0c\u901a\u5e38\u901a\u904e\u8861\u91cf\u80a1\u7968\u50f9\u683c\u8207\u4e00\u500b\u6216\u591a\u500b\u57fa\u672c\u5546\u696d\u6307\u6a19\u7684\u6bd4\u7387\uff0c\u5176\u4e2d\u4e00\u500b\u5ee3\u6cdb\u88ab\u8a8d\u53ef\u7684\u50f9\u503c\u6307\u6a19\u5c31\u662f\u5e02\u76c8\u7387\uff08P\/E\uff09\u3002\u5728\u50f9\u503c\u6295\u8cc7\u8005\u773c\u4e2d\uff0c\u5982\u679c\u4e00\u5bb6\u4f01\u696d\u8207\u5b83\u7684\u5167\u5728\u50f9\u503c\u76f8\u6bd4\u5f88\u4fbf\u5b9c\uff0c\u5728\u9019\u7a2e\u60c5\u6cc1\u4e0b\uff0c\u4ee5\u5b83\u7684\u5e02\u76c8\u7387\u4f86\u8861\u91cf\uff0c\u90a3\u9ebc\u80a1\u50f9\u53ef\u80fd\u6703\u6bd4\u5176\u4ed6\u4f01\u696d\u4e0a\u6f32\u5f97\u66f4\u5feb\uff0c\u56e0\u70ba\u50f9\u683c\u6700\u7d42\u6703\u56de\u5230\u516c\u53f8\u7684\u50f9\u503c\u4e0a\u3002\u4ee5\u4e0b\u662f12\u500b\u6708\u8ffd\u8e64\u5e02\u76c8\u7387\u6700\u4f4e\u7684\u79d1\u6280\u80a1\u3002<\/p>\n<table>\n<thead>\n<tr>\n<td colspan=\"4\"><strong>\u50f9\u503c\u6700\u9ad8\u7684\u79d1\u6280\u80a1<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><\/td>\n<td>\u80a1\u50f9 ($)<\/td>\n<td>\u5e02\u503c ($10\u5104)<\/td>\n<td>\u904e\u53bb12\u500b\u6708\u5e02\u76c8\u7387<\/td>\n<\/tr>\n<tr>\n<td>CDK Global Inc. (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=CDK\">CDK<\/a>)<\/td>\n<td>42.35<\/td>\n<td>5.1<\/td>\n<td>5.0<\/td>\n<\/tr>\n<tr>\n<td>HP Inc. (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=HPQ\">HPQ<\/a>)<\/td>\n<td>27.68<\/td>\n<td>31.9<\/td>\n<td>8.6<\/td>\n<\/tr>\n<tr>\n<td>Arrow Electronics Inc. (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=ARW\">ARW<\/a>)<\/td>\n<td>113.23<\/td>\n<td>8.1<\/td>\n<td>10.2<\/td>\n<\/tr>\n<tr>\n<td>TD SYNNEX (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=SNX\">SNX<\/a>)<\/td>\n<td>115.29<\/td>\n<td>11.1<\/td>\n<td>11.3<\/td>\n<\/tr>\n<tr>\n<td>Intel Corp. (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=INTC\">INTC<\/a>)<\/td>\n<td>54.26<\/td>\n<td>220.1<\/td>\n<td>12.1<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><sup>\u4f86\u6e90\uff1a<\/sup><sup><a href=\"https:\/\/ycharts.com\/\">YCharts<\/a><\/sup><\/p>\n<ul>\n<li><strong>CDK Global Inc.:\u00a0<\/strong>CDK Global\u70ba\u6c7d\u8eca\u3001\u91cd\u578b\u5361\u8eca\u3001\u5a1b\u6a02\u548c\u91cd\u578b\u8a2d\u5099\u884c\u696d\u63d0\u4f9b\u7d9c\u5408\u6578\u64da\u548c\u6280\u8853\u89e3\u6c7a\u65b9\u6848\uff0c\u5e6b\u52a9\u6c7d\u8eca\u7d93\u92b7\u5546\u548c\u539f\u59cb\u8a2d\u5099\u88fd\u9020\u5546\uff08OEMs\uff09\u512a\u5316\u548c\u7c21\u5316\u4ed6\u5011\u7684\u65e5\u5e38\u904b\u4f5c\uff0c\u64c1\u6709\u8d85\u904e30,000\u500b\u96f6\u552e\u5ba2\u6236\u9ede\u3002<\/li>\n<li><strong>HP Inc.:\u00a0<\/strong>\u60e0\u666e\u516c\u53f8\u662f\u4e00\u5bb6\u500b\u4eba\u8a08\u7b97\u3001\u6210\u50cf\u548c\u6253\u5370\u7522\u54c1\u53ca\u670d\u52d9\u7684\u5168\u7403\u4f9b\u61c9\u5546\uff0c\u7522\u54c1\u5305\u62ec\u81fa\u5f0f\u96fb\u8166\u548c\u7b46\u8a18\u672c\u96fb\u8166\u3001\u5de5\u4f5c\u7ad9\u3001\u96f6\u552e\u9ede\u7cfb\u7d71\u3001\u986f\u793a\u5668\u3001\u6253\u5370\u6a5f\u548c\u786c\u4ef6\u4ee5\u53ca\u652f\u6301\u548c\u670d\u52d9\u3002\u60e0\u666e\u7684\u5ba2\u6236\u5305\u62ec\u500b\u4eba\u6d88\u8cbb\u8005\u3001\u4f01\u696d\u548c\u653f\u5e9c\uff0c\u64c1\u670927,000\u9805\u5c08\u5229\uff0c\u5728\u5168\u4e16\u754c170\u500b\u570b\u5bb6\u958b\u5c55\u696d\u52d9\u3002\u60e0\u666e\u57287\u6708\u5e95\u5ba3\u4f48\u540c\u610f\u6536\u8cfcTeradici Corp.\uff0c\u8a72\u516c\u53f8\u662f\u4e00\u5bb6\u9060\u7a0b\u8a08\u7b97\u8edf\u4ef6\u4f9b\u61c9\u5546\uff0c\u4f7f\u7528\u6236\u80fd\u5920\u5f9e\u4e00\u7cfb\u5217\u8a2d\u5099\u5b89\u5168\u5730\u8a2a\u554f\u9ad8\u6027\u80fd\u8a08\u7b97\u3002\u5354\u8b70\u7684\u8ca1\u52d9\u689d\u6b3e\u5c1a\u672a\u62ab\u9732\uff0c\u4ea4\u6613\u9810\u8a08\u5c07\u5728\u4eca\u5e74\u5e74\u5e95\u524d\u5b8c\u6210\u3002<\/li>\n<li><strong>Arrow Electronics Inc.:\u00a0<\/strong>Arrow Electronics\u662f\u4e00\u5bb6\u70ba\u539f\u59cb\u8a2d\u5099\u88fd\u9020\u5546\u3001\u5408\u540c\u88fd\u9020\u5546\u548c\u5176\u4ed6\u5546\u696d\u5ba2\u6236\u63d0\u4f9b\u96fb\u5b50\u5143\u4ef6\u3001\u8a08\u7b97\u6a5f\u7522\u54c1\u548c\u4f01\u696d\u8a08\u7b97\u89e3\u6c7a\u65b9\u6848\u7684\u5168\u7403\u4f9b\u61c9\u5546\u3002\u8a72\u516c\u53f8\u5206\u92b7\u96fb\u6c60\u3001\u986f\u793a\u5668\u3001\u50b3\u611f\u5668\u3001\u5b58\u5132\u5668\u7522\u54c1\u548c\u5176\u4ed6\u5404\u7a2e\u96fb\u5b50\u5143\u4ef6\uff0c\u9084\u63d0\u4f9b\u76f8\u95dc\u670d\u52d9\u3001\u89e3\u6c7a\u65b9\u6848\u548c\u8edf\u4ef6\u3002\u8a72\u516c\u53f8\u5728\u5168\u7403\u64c1\u6709\u7d0420,000\u540d\u54e1\u5de5\uff0c\u5728\u6280\u8853\u88fd\u9020\u696d\u548c\u5176\u4ed6\u884c\u696d\u64c1\u6709\u8d85\u904e180,000\u540d\u5ba2\u6236\u3002<\/li>\n<li><strong>TD SYNNEX:\u00a0<\/strong>TD SYNNEX\u7d50\u5408\u4e86\u4e00\u6d41\u6280\u8853\u4f9b\u61c9\u5546\u7684IT\u7522\u54c1\u3001\u670d\u52d9\u548c\u89e3\u6c7a\u65b9\u6848\uff0c\u4e26\u5411100\u591a\u500b\u570b\u5bb6\u7684150,000\u591a\u540d\u5ba2\u6236\u63d0\u4f9b\u9019\u4e9b\u6346\u7d81\u670d\u52d9\u3002\u8a72\u516c\u53f8\u5c08\u653b\u96f2\u8a08\u7b97\u3001\u7db2\u7d61\u5b89\u5168\u3001\u5927\u6578\u64da\u548c\u5206\u6790\u3001\u7269\u806f\u7db2\uff08IoT\uff09\u7b49\u6280\u8853\u9818\u57df\u3002TD SYNNEX\u662f\u901a\u904eSYNNEX Corp.\u548cTech Data Corp.\u65bc2021\u5e749\u67081\u65e5\u5b8c\u6210\u7684\u5408\u4f75\u6210\u7acb\u7684\u3002\u7531Rich Hume\u64d4\u4efb\u65b0\u6210\u7acb\u7684\u516c\u53f8\u7684\u9996\u5e2d\u57f7\u884c\u5b98\u3002SYNNEX\u7684\u524d\u9996\u5e2d\u57f7\u884c\u5b98Dennis Polk\u6210\u70ba\u8463\u4e8b\u6703\u7684\u57f7\u884c\u4e3b\u5e2d\u3002<\/li>\n<li><strong>Intel Corp.:\u00a0<\/strong>\u82f1\u7279\u723e\u8a2d\u8a08\u548c\u88fd\u9020\u8a08\u7b97\u6a5f\u7d44\u4ef6\u548c\u76f8\u95dc\u7522\u54c1\uff0c\u5305\u62ec\u8655\u7406\u5668\u3001\u82af\u7247\u7d44\u3001\u670d\u52d9\u5668\u7522\u54c1\u3001\u5167\u5b58\u548c\u5b58\u5132\u3001\u4ee5\u592a\u7db2\u7522\u54c1\u3001\u7121\u7dda\u9023\u63a5\u7522\u54c1\u7b49\u3002\u82f1\u7279\u723e\u7684\u7522\u54c1\u662f\u70ba\u4e00\u7cfb\u5217\u50b3\u7d71\u548c\u65b0\u8208\u8a08\u7b97\u6280\u8853\u8a2d\u8a08\u7684\uff0c\u5305\u62ec\u908a\u7de3\u8a08\u7b97\u30015G\u7db2\u7d61\u3001\u96f2\u8a08\u7b97\u3001\u4eba\u5de5\u667a\u80fd\u3001\u81ea\u52d5\u99d5\u99db\u7b49\uff0c\u5728\u5168\u7403\u64c1\u6709\u7d04110,600\u540d\u54e1\u5de5\u3002\u8a72\u516c\u53f8\u6700\u8fd1\u5ba3\u4f48\uff0c\u5df2\u7d93\u7372\u5f97\u4e86\u7f8e\u570b\u570b\u9632\u90e8\u7684\u4e00\u4efd\u5408\u540c\uff0c\u70ba\u570b\u9632\u90e8\u7684\u5feb\u901f\u4fdd\u8b49\u5fae\u96fb\u5b50\u539f\u578b\u2013\u5546\u696d\uff08RAMP-C\uff09\u8a08\u5283\u7684\u521d\u59cb\u968e\u6bb5\u63d0\u4f9b\u5546\u696d\u4ee3\u5de5\u670d\u52d9\u3002\u6839\u64da\u5354\u8b70\u689d\u6b3e\uff0c\u82f1\u7279\u723e\u5c07\u958b\u767c\u4e00\u500b\u57fa\u65bc\u7f8e\u570b\u7684\u5546\u696d\u534a\u5c0e\u9ad4\u4ee3\u5de5\u751f\u614b\u7cfb\u7d71\uff0c\u7528\u65bc\u70ba\u570b\u9632\u90e8\u88fd\u9020\u9818\u5148\u7684\u5b9a\u5236\u548c\u96c6\u6210\u96fb\u8def\u53ca\u5176\u4ed6\u5546\u696d\u7522\u54c1\u3002\u82f1\u7279\u723e\u4eca\u5e74\u65e9\u4e9b\u6642\u5019\u63a8\u51fa\u7684\u4ee3\u5de5\u696d\u52d9\u5c07\u8ca0\u8cac\u76e3\u7763\u9019\u9805\u5de5\u4f5c\u3002\u8a72\u516c\u53f8\u5728\u5176\u65b0\u805e\u7a3f\u4e2d\u6307\u51fa\uff0c80%\u7684\u524d\u6cbf\u534a\u5c0e\u9ad4\u88fd\u9020\u80fd\u529b\u90fd\u96c6\u4e2d\u5728\u4e9e\u6d32\uff0c\u570b\u5167\u88fd\u9020\u80fd\u529b\u7684\u7f3a\u4e4f\u7d66\u7f8e\u570b\u5c0d\u5b89\u5168\u5fae\u96fb\u5b50\u7684\u9577\u671f\u9700\u6c42\u5e36\u4f86\u4e86\u98a8\u96aa\u3002<\/li>\n<\/ul>\n<h2><strong>\u589e\u9577\u6700\u5feb\u7684\u79d1\u6280\u80a1<\/strong><\/h2>\n<p>\u4ee5\u4e0b\u662f\u6839\u64da\u4e00\u500b\u589e\u9577\u6a21\u578b\u6392\u540d\u9078\u51fa\u7684\u9802\u7d1a\u79d1\u6280\u80a1\uff0c\u8a72\u6a21\u578b\u5c07\u516c\u53f8\u6700\u8fd1\u4e00\u500b\u5b63\u5ea6\u7684\u5e74\u540c\u6bd4\u6536\u5165\u589e\u9577\u767e\u5206\u6bd4\u548c\u6700\u8fd1\u4e00\u500b\u5b63\u5ea6\u7684\u5e74\u540c\u6bd4\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff09\u589e\u9577\u767e\u5206\u6bd4\u630950\/50\u6b0a\u91cd\u9032\u884c\u8a55\u5206\u3002\u92b7\u552e\u548c\u76c8\u5229\u90fd\u662f\u516c\u53f8\u6210\u529f\u7684\u95dc\u9375\u56e0\u7d20\u3002\u5b63\u5ea6EPS\u6216\u6536\u5165\u589e\u9577\u8d85\u904e2500%\u7684\u516c\u53f8\u88ab\u4f5c\u70ba\u7570\u5e38\u503c\u6392\u9664\u5728\u5916\u3002<\/p>\n<table>\n<thead>\n<tr>\n<td colspan=\"5\"><strong>\u589e\u9577\u6700\u5feb\u7684\u79d1\u6280\u80a1<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><\/td>\n<td>\u80a1\u50f9 ($)<\/td>\n<td>\u5e02\u503c ($10\u5104)<\/td>\n<td>\u6bcf\u80a1\u6536\u76ca\u589e\u9577 (%)<\/td>\n<td>\u6536\u5165\u589e\u9577 (%)<\/td>\n<\/tr>\n<tr>\n<td>Fidelity National Information Services Inc. (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=FIS\">FIS<\/a>)<\/td>\n<td>123.73<\/td>\n<td>76.4<\/td>\n<td>1,730<\/td>\n<td>17.3<\/td>\n<\/tr>\n<tr>\n<td>Advanced Micro Devices Inc. (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=AMD\">AMD<\/a>)<\/td>\n<td>103.88<\/td>\n<td>126.0<\/td>\n<td>346.2<\/td>\n<td>99.3<\/td>\n<\/tr>\n<tr>\n<td>The Trade Desk Inc. (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=TTD\">TTD<\/a>)<\/td>\n<td>72.58<\/td>\n<td>34.7<\/td>\n<td>100.0<\/td>\n<td>100.9<\/td>\n<\/tr>\n<tr>\n<td>NVIDIA Corp. (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=NVDA\">NVDA<\/a>)<\/td>\n<td>219.00<\/td>\n<td>547.5<\/td>\n<td>276.0<\/td>\n<td>68.3<\/td>\n<\/tr>\n<tr>\n<td>Qualcomm Inc. (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=QCOM\">QCOM<\/a>)<\/td>\n<td>133.60<\/td>\n<td>150.7<\/td>\n<td>139.2<\/td>\n<td>64.7<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><sup>\u4f86\u6e90\uff1a<\/sup><sup><a href=\"https:\/\/ycharts.com\/\">YCharts<\/a><\/sup><\/p>\n<ul>\n<li><strong>Fidelity National Information Services Inc.:\u00a0<\/strong>Fidelity National Information Services (FIS)\u662f\u4e00\u5bb6\u70ba\u5546\u5bb6\u3001\u9280\u884c\u548c\u5f9e\u4e8b\u8cc7\u672c\u5e02\u5834\u7684\u516c\u53f8\u63d0\u4f9b\u6280\u8853\u89e3\u6c7a\u65b9\u6848\u7684\u5168\u7403\u4f9b\u61c9\u5546\u3002\u8a72\u516c\u53f8\u7684\u6280\u8853\u548c\u670d\u52d9\u65e8\u5728\u70ba\u5176\u5ba2\u6236\u7684\u652f\u4ed8\u3001\u9280\u884c\u548c\u6295\u8cc7\u9700\u6c42\u5c0b\u627e\u89e3\u6c7a\u65b9\u6848\uff0c\u5ba2\u6236\u6578\u91cf\u8d85\u904e1.8\u842c\u5bb6\u3002<\/li>\n<li><strong>Advanced Micro Devices Inc.:\u00a0<\/strong>Advanced Micro Devices\u662f\u4e00\u5bb6\u5168\u7403\u6027\u7684\u534a\u5c0e\u9ad4\u516c\u53f8\uff0c\u63d0\u4f9bx86\u5fae\u8655\u7406\u5668\u3001\u82af\u7247\u7d44\u3001\u5716\u5f62\u8655\u7406\u55ae\u5143\uff08GPU\uff09\u3001\u958b\u767c\u670d\u52d9\u4ee5\u53ca\u5176\u4ed6\u9ad8\u6027\u80fd\u8a08\u7b97\u3001\u5716\u5f62\u548c\u53ef\u8996\u5316\u6280\u8853\uff0c\u5176\u7522\u54c1\u548c\u670d\u52d9\u88ab\u7528\u65bc\u904a\u6232\u3001\u6578\u5b57\u5e73\u81fa\u548c\u6578\u64da\u4e2d\u5fc3\u3002\u8a72\u516c\u53f8\u5728\u5168\u740335\u500b\u5730\u5340\u904b\u71df\u3002<\/li>\n<li><strong>The Trade Desk Inc.:\u00a0<\/strong>The Trade Desk\u63d0\u4f9b\u4e86\u4e00\u500b\u57fa\u65bc\u96f2\u7684\u5e73\u81fa\uff0c\u4f7f\u5ba2\u6236\u80fd\u5920\u5275\u5efa\u3001\u7ba1\u7406\u548c\u512a\u5316\u66f4\u5177\u8868\u73fe\u529b\u7684\u6578\u64da\u9a45\u52d5\u7684\u6578\u5b57\u5ee3\u544a\u6d3b\u52d5\u3002\u71df\u92b7\u4eba\u54e1\u53ef\u4ee5\u4f7f\u7528\u8a72\u5e73\u81fa\u5728\u4e00\u7cfb\u5217\u5ee3\u544a\u683c\u5f0f\u4e2d\u5b9a\u5236\u5ee3\u544a\u6d3b\u52d5\uff0c\u5305\u62ec\u5c55\u793a\u3001\u8996\u983b\u3001\u97f3\u983b\u3001\u539f\u751f\u548c\u793e\u4ea4\uff0c\u4e26\u901a\u904e\u5404\u7a2e\u8a2d\u5099\uff0c\u5982\u96fb\u8166\u3001\u79fb\u52d5\u8a2d\u5099\u548c\u806f\u7db2\u96fb\u8996\u3002\u8a72\u516c\u53f8\u57288\u6708\u5ba3\u4f48\u4e862021\u8ca1\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u8ca1\u52d9\u696d\u7e3e\uff0c\u5373\u622a\u81f32021\u5e746\u670830\u65e5\u7684\u4e09\u500b\u6708\u671f\u9593\uff0c\u8207\u4e0a\u5e74\u540c\u671f\u76f8\u6bd4\uff0c\u6de8\u6536\u5165\u589e\u9577\u4e8690.0%\uff0c\u6536\u5165\u589e\u9577\u4e86100.9%\u3002\u8a72\u516c\u53f8\u6307\u51fa\uff0c\u6700\u8fd1\u63a8\u51fa\u7684Solimar\u4ea4\u6613\u5e73\u81fa\u70ba\u5ee3\u544a\u5546\u63d0\u4f9b\u4e86\u5404\u7a2e\u529f\u80fd\uff0c\u5982\u7b2c\u4e00\u65b9\u6578\u64da\u7684\u5b89\u5168\u5165\u5eab\u548c\u4e00\u500b\u8de8\u6e20\u9053\u7684\u6e2c\u91cf\u5e02\u5834\u3002<\/li>\n<li><strong>NVIDIA Corp.:\u00a0<\/strong>NVIDIA\u662f\u4e00\u5bb6GPU\u88fd\u9020\u5546\uff0cGPU\u662f\u4e00\u7a2e\u6700\u521d\u70ba\u8a08\u7b97\u6a5f\u5716\u5f62\u8a2d\u8a08\u7684\u8a08\u7b97\u6a5f\u82af\u7247\uff0c\u66fe\u7d93\u4e3b\u8981\u7528\u65bcPC\u904a\u6232\uff0c\u8fd1\u5e74\u4f86\uff0c\u52a0\u5bc6\u8ca8\u5e63\u6316\u6398\u548c\u6a5f\u5668\u5b78\u7fd2\u5df2\u6210\u70baGPU\u7684\u65b0\u7684\u4e3b\u8981\u9700\u6c42\u4f86\u6e90\u3002\u9019\u662f\u56e0\u70baGPU\u5728\u9019\u4e9b\u65b0\u4efb\u52d9\u4e0a\u4e5f\u5f88\u51fa\u8272\u3002Nvidia\u57282021\u5e748\u670818\u65e5\u5831\u544a\u4e86\u5176\u6700\u8fd1\u7684\u5b63\u5ea6\u6536\u76ca\uff0c\u6de8\u6536\u5165\u540c\u6bd4\u589e\u9577281.7%\uff0c\u6536\u5165\u540c\u6bd4\u589e\u957768.3%\uff0c\u9054\u523065\u5104\u7f8e\u5143\u7684\u65b0\u5b63\u5ea6\u8a18\u9304\u3002NVIDIA\u9084\u5728\u8a72\u5b63\u5ea6\u63a8\u51fa\u4e86NVIDIA Base Command\u548cFleet Command\uff0c\u9019\u5c07\u4f7f\u5728\u8a72\u516c\u53f8\u7684AI\u4f01\u696d\u8edf\u4ef6\u5957\u4ef6\u4e0a\u904b\u884c\u7684AI\u5de5\u4f5c\u8ca0\u8f09\u5f97\u5230\u958b\u767c\u548c\u90e8\u7f72\u3002<\/li>\n<li><strong>Qualcomm Inc.:<\/strong>\u00a0\u9ad8\u901a\u516c\u53f8\u751f\u7522\u8207\u7121\u7dda\u7db2\u7d61\u76f8\u95dc\u7684\u8a08\u7b97\u6a5f\u82af\u7247\u3001\u8edf\u4ef6\u548c\u670d\u52d9\uff0c\u5305\u62ec3G\u30014G\u30015G\u548cWIFI\u7db2\u7d61\u4ee5\u53ca\u96c6\u6210\u5230\u7269\u806f\u7db2\u7684\u5404\u7a2e\u8a2d\u5099\uff0c\u9084\u5c07\u7121\u7dda\u6280\u8853\u5c08\u5229\u6388\u6b0a\u7d66\u5176\u4ed6\u516c\u53f8\u30022020\u5e74\uff0c\u9ad8\u901a\u76843G\u30014G\u548c5G\u6280\u8853\u5728\u5168\u7403\u6709300\u591a\u5bb6\u88ab\u8a31\u53ef\u4eba\u3002\u622a\u81f32021\u8ca1\u5e74\u7b2c\u4e09\u5b63\u5ea6\u672b\uff0c\u9ad8\u901a\u5728\u5168\u7403\u64c1\u6709\u8d85\u904e14\u842c\u9805\u5c08\u5229\u548c\u5c08\u5229\u7533\u8acb\u30022021\u5e748\u67085\u65e5\uff0c\u8a72\u516c\u53f8\u5ba3\u4f48\u4ee5\u6bcf\u80a137\u7f8e\u5143\u6536\u8cfc\u6c7d\u8eca\u6280\u8853\u516c\u53f8Veoneer\u3002\u9ad8\u901a\u516c\u53f8\u8868\u793a\uff0c\u9019\u6b21\u6536\u8cfc\u662f\u70ba\u4e86\u5e6b\u52a9\u63d0\u9ad8\u5176\u5728\u201c\u9ad8\u7d1a\u99d5\u99db\u8f14\u52a9\u7cfb\u7d71\u201d\uff08ADAS\uff09\u5e02\u5834\u7684\u7af6\u722d\u529b\uff0cADAS\u662f\u6307\u5404\u7a2e\u8a66\u5716\u6e1b\u5c11\u9053\u8def\u4e0a\u4eba\u70ba\u932f\u8aa4\u7684\u81ea\u52d5\u7cfb\u7d71\u3002<\/li>\n<\/ul>\n<h2><strong>\u52e2\u982d\u6700\u5f37\u7684\u79d1\u6280\u80a1<\/strong><\/h2>\n<p>\u8ffd\u9010\u4e0a\u6f32\u52e2\u982d\u662f\u4e00\u7a2e\u57fa\u65bc\u56e0\u7d20\u7684\u6295\u8cc7\u7b56\u7565\uff0c\u5373\u6295\u8cc7\u65bc\u50f9\u683c\u6f32\u5e45\u8d85\u904e\u6574\u500b\u5e02\u5834\u7684\u80a1\u7968\u3002\u6295\u8cc7\u8005\u8a8d\u70ba\uff0c\u5df2\u7d93\u8dd1\u8d0f\u5e02\u5834\u7684\u80a1\u7968\u5f80\u5f80\u6703\u7e7c\u7e8c\u8dd1\u8d0f\u5e02\u5834\uff0c\u56e0\u70ba\u5c0e\u81f4\u5b83\u5011\u8dd1\u8d0f\u7684\u56e0\u7d20\u4e0d\u6703\u7a81\u7136\u6d88\u5931\u3002\u6b64\u5916\uff0c\u5176\u4ed6\u6295\u8cc7\u8005\u70ba\u4e86\u5f9e\u80a1\u7968\u7684\u8d85\u984d\u6536\u76ca\u4e2d\u7372\u76ca\uff0c\u5f80\u5f80\u6703\u8cfc\u8cb7\u9019\u985e\u80a1\u7968\uff0c\u9032\u4e00\u6b65\u62ac\u9ad8\u5176\u50f9\u683c\uff0c\u5c07\u80a1\u7968\u7e7c\u7e8c\u63a8\u9ad8\u3002\u4ee5\u4e0b\u662f\u904e\u53bb12\u500b\u6708\u7e3d\u6536\u76ca\u6700\u9ad8\u7684\u79d1\u6280\u80a1\u3002<\/p>\n<table>\n<thead>\n<tr>\n<td colspan=\"4\"><strong>\u52e2\u982d\u6700\u5f37\u7684\u79d1\u6280\u80a1<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><\/td>\n<td>\u80a1\u50f9 ($)<\/td>\n<td>\u5e02\u503c ($10\u5104)<\/td>\n<td>12\u500b\u6708\u7e3d\u56de\u5831\u7387(%)<\/td>\n<\/tr>\n<tr>\n<td>Cloudflare Inc. (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=NET\">NET<\/a>)<\/td>\n<td>131.41<\/td>\n<td>42.1<\/td>\n<td>264.0<\/td>\n<\/tr>\n<tr>\n<td>Bill.com Holdings Inc. (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=BILL\">BILL<\/a>)<\/td>\n<td>294.20<\/td>\n<td>28.5<\/td>\n<td>249.8<\/td>\n<\/tr>\n<tr>\n<td>Fortinet Inc. (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=FTNT\">FTNT<\/a>)<\/td>\n<td>299.49<\/td>\n<td>48.9<\/td>\n<td>159.6<\/td>\n<\/tr>\n<tr>\n<td>HubSpot Inc. (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=HUBS\">HUBS<\/a>)<\/td>\n<td>696.68<\/td>\n<td>32.8<\/td>\n<td>157.9<\/td>\n<\/tr>\n<tr>\n<td>Applied Materials Inc. (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=AMAT\">AMAT<\/a>)<\/td>\n<td>140.80<\/td>\n<td>127.1<\/td>\n<td>152.0<\/td>\n<\/tr>\n<tr>\n<td>Russell 1000<\/td>\n<td>N\/A<\/td>\n<td>N\/A<\/td>\n<td>35.3<\/td>\n<\/tr>\n<tr>\n<td>Technology Select Sector SPDR Fund (<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=XLK\">XLK<\/a>)<\/td>\n<td>N\/A<\/td>\n<td>N\/A<\/td>\n<td>37.9<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><sup>\u4f86\u6e90\uff1a<\/sup><sup><a href=\"https:\/\/ycharts.com\/\">YCharts<\/a><\/sup><\/p>\n<ul>\n<li><strong>Cloudflare Inc.:\u00a0<\/strong>Cloudflare\u662f\u4e00\u5bb6\u5168\u7403\u96f2\u670d\u52d9\u63d0\u4f9b\u5546\uff0c\u5176\u5e73\u81fa\u63d0\u4f9b\u4e00\u7cfb\u5217\u7684\u7db2\u7d61\u670d\u52d9\uff0c\u63d0\u9ad8\u5ba2\u6236\u7db2\u7ad9\u548c\u95dc\u9375\u696d\u52d9\u61c9\u7528\u7a0b\u5e8f\u7684\u5b89\u5168\u6027\u548c\u6027\u80fd\u3002\u5927\u7d04\u67092500\u842c\u4e92\u806f\u7db2\u5c6c\u6027\u4f7f\u7528Cloudflare\u7684\u670d\u52d9\uff0c\u8a72\u516c\u53f8\u6bcf\u79d2\u63d0\u4f9b\u7d042500\u842c\u500bHTTP\u8acb\u6c42\u3002<\/li>\n<li><strong>Bill.com Holdings Inc.:\u00a0<\/strong>Bill.com\u63d0\u4f9b\u57fa\u65bc\u96f2\u7684\u8edf\u4ef6\uff0c\u65e8\u5728\u70ba\u4e2d\u5c0f\u578b\u4f01\u696d\uff08SMB\uff09\u7c21\u5316\u3001\u6578\u5b57\u5316\u548c\u81ea\u52d5\u5316\u5f8c\u81fa\u64cd\u4f5c\u3002\u8a72\u516c\u53f8\u5e6b\u52a9\u4e2d\u5c0f\u4f01\u696d\u7ba1\u7406\u5176\u73fe\u91d1\u6d41\u5165\u548c\u6d41\u51fa\u3002Bill.com Holdings\u70ba\u7f8e\u570b\u524d100\u540d\u6703\u8a08\u5e2b\u4e8b\u52d9\u6240\u4e2d\u768480%\u4ee5\u4e0a\u63d0\u4f9b\u670d\u52d9\u3002\u8a72\u516c\u53f8\u57289\u6708\u521d\u5ba3\u4f48\u5b8c\u6210\u4e86\u5c0dInvoice2go\u7684\u6536\u8cfc\uff0c\u9019\u662f\u4e00\u5bb6\u4ee5\u79fb\u52d5\u70ba\u5148\u7684\u61c9\u6536\u8cec\u6b3e\u8edf\u4ef6\u4f9b\u61c9\u5546\uff0c\u6536\u8cfc\u50f9\u683c\u7d04\u70ba6.25\u5104\u7f8e\u5143\u3002<\/li>\n<li><strong>Fortinet Inc.:\u00a0<\/strong>Fortinet\u662f\u4e00\u5bb6\u7db2\u7d61\u5b89\u5168\u516c\u53f8\uff0c\u70ba\u5168\u7403\u4f01\u696d\u3001\u670d\u52d9\u63d0\u4f9b\u5546\u548c\u653f\u5e9c\u7d44\u7e54\u63d0\u4f9b\u670d\u52d9\u3002\u5176Security Fabric\u5e73\u81fa\u5229\u7528\u4eba\u5de5\u667a\u80fd\u548c\u6a5f\u5668\u5b78\u7fd2\u6280\u8853\uff0c\u70ba\u5176\u5ba2\u6236\u63d0\u4f9b\u7db2\u7d61\u3001\u61c9\u7528\u3001\u96f2\u548c\u79fb\u52d5\u74b0\u5883\u7684\u95dc\u9375\u5b89\u5168\u89e3\u6c7a\u65b9\u6848\u3002\u8a72\u516c\u53f8\u73fe\u5728\u670d\u52d9\u8457\u5168\u740350\u591a\u842c\u500b\u5ba2\u6236\u3002<\/li>\n<li><strong>HubSpot Inc.:\u00a0<\/strong>HubSpot\u63d0\u4f9b\u4e00\u500b\u57fa\u65bc\u96f2\u7684\u71df\u92b7\u548c\u92b7\u552e\u8edf\u4ef6\u5e73\u81fa\uff0c\u5e6b\u52a9\u4f01\u696d\u767c\u5c55\u696d\u52d9\uff0c\u4e5f\u63d0\u4f9b\u5ba2\u6236\u95dc\u4fc2\u7ba1\u7406\uff08CRM\uff09\uff0c\u5167\u5bb9\u7ba1\u7406\u8edf\u4ef6\uff08CMS\uff09\uff0c\u71df\u92b7\u548c\u92b7\u552e\uff0c\u4ee5\u53ca\u5176\u4ed6\u7ba1\u7406\u89e3\u6c7a\u65b9\u6848\uff0c\u76ee\u524d\u70ba120\u591a\u500b\u570b\u5bb6\u7684121,000\u591a\u540d\u5ba2\u6236\u63d0\u4f9b\u670d\u52d9\u3002\u8a72\u516c\u53f8\u57288\u6708\u521d\u516c\u4f48\u4e862021\u8ca1\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u8ca1\u52d9\u696d\u7e3e\uff0c\u5373\u622a\u81f32021\u5e746\u670830\u65e5\u7684\u4e09\u500b\u6708\u671f\u9593\uff0cHubSpot\u7684\u6de8\u8667\u640d\u5f9e\u53bb\u5e74\u540c\u671f\u76842940\u842c\u7f8e\u5143\u7e2e\u5c0f\u52302460\u842c\u7f8e\u5143\uff1b\u6536\u5165\u540c\u6bd4\u589e\u957752.6%\u3002\u8a72\u516c\u53f8\u9084\u5ba3\u4f48\uff0c\u9996\u5e2d\u57f7\u884c\u5b98Brian Halligan\u5c07\u64d4\u4efb\u8463\u4e8b\u6703\u7684\u57f7\u884c\u4e3b\u5e2d\uff0c\u5f9e2021\u5e749\u67087\u65e5\u958b\u59cb\u3002\u9996\u5e2d\u5ba2\u6236\u5b98Yamini Rangan\u5c07\u63a5\u4efb\u65b0\u7684\u9996\u5e2d\u57f7\u884c\u5b98\u3002<\/li>\n<li><strong>Applied Materials Inc.:\u00a0<\/strong>\u61c9\u7528\u6750\u6599\u516c\u53f8\u662f\u4e00\u5bb6\u6750\u6599\u5de5\u7a0b\u89e3\u6c7a\u65b9\u6848\u7684\u5168\u7403\u4f9b\u61c9\u5546\uff0c\u70ba\u534a\u5c0e\u9ad4\u3001\u986f\u793a\u5668\u548c\u5176\u4ed6\u76f8\u95dc\u884c\u696d\u63d0\u4f9b\u88fd\u9020\u8a2d\u5099\u3001\u670d\u52d9\u548c\u8edf\u4ef6\u3002\u8a72\u516c\u53f8\u5728\u5168\u740319\u500b\u570b\u5bb6\u64c1\u6709\u7d0424000\u540d\u54e1\u5de5\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\u79d1\u6280\u9818\u57df\u7531\u96fb\u5b50\u3001\u8edf\u4ef6\u3001\u8a08\u7b97\u6a5f\u3001\u4eba\u5de5\u667a\u80fd\u3001\u4fe1\u606f\u6280\u8853\uff08IT\uff09\u76f8\u95dc\u7684\u884c\u696d\u4e2d\u92b7\u552e\u5546\u54c1\u548c\u670d\u52d9\u7684\u4f01\u696d\u7d44\u6210\u3002\u8a72\u884c\u696d\u5305\u62ec\u5168\u7403\u5e02 [&hellip;]<\/p>\n","protected":false},"author":31,"featured_media":385896,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426,1522],"tags":[1677],"class_list":["post-400260","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hant","category-1522","tag-technology-zh-hant","sectors-technology-zh-hant","locations-620","locations-canada-zh-hant","locations-europe-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/400260","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\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=400260"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/400260\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/385896"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=400260"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=400260"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=400260"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}