{"id":432126,"date":"2022-07-29T00:36:06","date_gmt":"2022-07-29T07:36:06","guid":{"rendered":"https:\/\/nai500.com\/blog\/2022\/07\/%e7%be%8e%e5%9b%bd%e8%8a%af%e7%89%87%e6%b3%95%e6%a1%88%e8%8e%b7%e6%89%b9%ef%bc%8c%e5%88%a9%e5%a5%bd%e8%bf%997%e5%8f%aa%e7%be%8e%e5%9b%bd%e8%8a%af%e7%89%87%e8%82%a1\/"},"modified":"2022-07-29T00:36:16","modified_gmt":"2022-07-29T07:36:16","slug":"%e7%be%8e%e5%9c%8b%e8%8a%af%e7%89%87%e6%b3%95%e6%a1%88%e7%8d%b2%e6%89%b9%ef%bc%8c%e5%88%a9%e5%a5%bd%e9%80%997%e5%8f%aa%e7%be%8e%e5%9c%8b%e8%8a%af%e7%89%87%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2022\/07\/%e7%be%8e%e5%9c%8b%e8%8a%af%e7%89%87%e6%b3%95%e6%a1%88%e7%8d%b2%e6%89%b9%ef%bc%8c%e5%88%a9%e5%a5%bd%e9%80%997%e5%8f%aa%e7%be%8e%e5%9c%8b%e8%8a%af%e7%89%87%e8%82%a1\/","title":{"rendered":"\u7f8e\u570b\u82af\u7247\u6cd5\u6848\u7372\u6279\uff0c\u5229\u597d\u90197\u53ea\u7f8e\u570b\u82af\u7247\u80a1"},"content":{"rendered":"

\u5468\u4e09\uff0c\u7f8e\u570b\u8846\u8b70\u9662\u6279\u51c6\u4e86\u65e8\u5728\u63d0\u632f\u7f8e\u570b\u82af\u7247\u88fd\u9020\u7684\u300a\u82af\u7247\u8207\u79d1\u5b78\u6cd5\u6848\u300b\u3002\u8a72\u7f8e\u570b\u82af\u7247\u6cd5\u6848\u5c07\u63d0\u4f9b\u8d85\u904e520\u5104\u7f8e\u5143\u7684\u8ca1\u653f\u88dc\u52a9\u4ee5\u53ca\u7a05\u6536\u62b5\u514d\uff0c\u9019\u5c07\u69cb\u6210\u7f8e\u570b\u82af\u7247\u80a1\u7684\u9577\u671f\u5229\u597d\u3002\u7f8e\u570b\u534a\u5c0e\u9ad4\u80a1\u7968\u50f9\u683c\u96d6\u7136\u6ce2\u52d5\u5287\u70c8\uff0c\u4f46\u9577\u671f\u589e\u9577\u6f5c\u529b\u5de8\u5927\uff0c\u975e\u5e38\u9069\u5408\u8cb7\u5165\u5e77\u6301\u6709\u985e\u578b\u7684\u6295\u8cc7\u8005\u3002<\/p>\n

\u4eca\u5e74\u8fc4\u4eca\uff0c\u53d7\u4f9b\u61c9\u93c8\u554f\u984c\u7684\u5f71\u97ff\uff0c\u7f8e\u570b\u534a\u5c0e\u9ad4\u80a1\u7968ETF iShares PHLX Semi Semiconductor ETF\uff08SOXX\uff09<\/a>\u4e0b\u8dcc28%\uff0c\u4f462020\u5e74\u548c2021\u5e74\u5206\u5225\u4e0a\u6f3250%\u548c43%\u3002\u4f9b\u61c9\u93c8\u7684\u5229\u7a7a\u662f\u77ed\u671f\u7684\uff0c\u7f8e\u570b\u653f\u5e9c\u652f\u6301\u570b\u5167\u82af\u7247\u884c\u696d\u7684\u5229\u597d\u662f\u9577\u671f\u7684\uff0c\u53e0\u52a0\u4f30\u503c\u6c34\u5e73\u4e0b\u79fb\uff0c\u73fe\u5728\u6216\u8a31\u662f\u4f4e\u4f4d\u8cb7\u5165\u7f8e\u570b\u82af\u7247\u80a1\u7684\u597d\u6642\u6a5f\u3002<\/p>\n

\u5982\u679c\u4f60\u5177\u5099\u4e00\u5b9a\u7684\u98a8\u96aa\u627f\u53d7\u80fd\u529b\uff0c\u4e0b\u9762\u90197\u53ea\u7f8e\u570b\u82af\u7247\u80a1\u540d\u55ae\u62ff\u8d70\u4e0d\u8b1d\u3002<\/p>\n

\u4e9e\u5fb7\u8afe\u534a\u5c0e\u9ad4<\/h2>\n

\u96c6\u6210\u96fb\u8def\u88fd\u9020\u5546\u4e9e\u5fb7\u8afe\u534a\u5c0e\u9ad4Analog Devices\uff08NASDAQ:ADI\uff09<\/a>\u5728\u8f49\u63db\u5668\u82af\u7247\u9818\u57df\u5360\u64da\u5e02\u5834\u9818\u5148\u5730\u4f4d\uff0c\u516c\u53f8\u8d85\u904e\u4e00\u534a\u7684\u82af\u7247\u92b7\u552e\u984d\u4f86\u81ea\u4e8e\u5de5\u696d\u548c\u6c7d\u8eca\u7d42\u7aef\u5e02\u5834\u3002\u516c\u53f8\u4e8c\u5b63\u5ea6\u6536\u5165$29.7\u5104\uff0c\u9ad8\u4e8e\u5206\u6790\u5e2b\u9810\u671f\u7684$28.4\u5104\uff0c\u6bcf\u80a1\u6536\u76ca$2.40\u4e5f\u9ad8\u4e8e\u9810\u671f\u7684$2.11\uff0c\u540c\u6642\u4eca\u5e74\u92b7\u552e\u984d\u9810\u8a08\u589e\u957761%\u81f3$118\u5104\u3002\u5118\u7ba1\u5982\u6b64\uff0c\u8a72\u80a1\u80a1\u50f9\u4eca\u5e74\u8fc4\u4eca\u4f9d\u7136\u4e0b\u8dcc5%\u3002<\/p>\n

Advanced Micro Devices<\/h2>\n

Advanced Micro Devices Inc\uff08NASDAQ:AMD\uff09<\/a>\u662f\u5168\u7403\u82af\u7247\u5de8\u982d\u4e4b\u4e00\uff0c\u516c\u53f8\u65d7\u4e0b\u7684\u62f3\u982d\u7523\u54c1\u5305\u62ec\u9762\u5411\u6e38\u6232\u884c\u696d\u7684Radeon RX\u7cfb\u5217\u986f\u5361\uff0c\u4ee5\u53ca\u5373\u5c07\u4e0a\u5e02\u7684\u9762\u5411\u684c\u9762\u96fb\u8166\u7684\u8d85\u5feb\u201cZen 4\u201d\u92b3\u9f8d7000\u7cfb\u5217\u8655\u7406\u5668\u3002\u6b64\u5916\uff0c\u8a72\u516c\u53f8\u9084\u64c1\u6709\u9ad8\u6027\u80fd\u8655\u7406\u5668\u92b3\u9f8d\u5d4c\u5165\u5f0fR2000\u7cfb\u5217\u3002\u516c\u53f8\u4e00\u5b63\u5ea6\u6536\u5165$58.9\u5104\uff0c\u9ad8\u4e8e\u9810\u671f\u7684$55.3\u5104\uff0c\u6bcf\u80a1\u6536\u76ca$1.13\uff0c\u4e5f\u9ad8\u4e8e\u9810\u671f\u7684$0.93\u3002\u4e0d\u904e\uff0cAMD\u80a1\u50f9\u4eca\u5e74\u8fc4\u4eca\u4e0b\u8dcc40%\u3002<\/p>\n

Enphase Energy<\/h2>\n

\u7232\u4e86\u64fa\u812b\u5c0d\u4fc4\u7f85\u65af\u5316\u77f3\u71c3\u6599\u7684\u4f9d\u8cf4\uff0c\u897f\u65b9\u570b\u5bb6\u7a4d\u6975\u5c0b\u6c42\u592a\u967d\u80fd\u548c\u96fb\u6c60\u6280\u8853\u89e3\u51b3\u65b9\u6848\uff0c\u9019\u6642\u5019\u9032\u8ecd\u6b50\u6d32\u5e02\u5834\u7684\u592a\u967d\u80fd\u9006\u8b8a\u5668\u63d0\u4f9b\u5546Enphase Energy Inc\uff08NASDAQ:ENPH\uff09<\/a>\u53ef\u8b02\u662f\u6070\u9022\u5176\u6642\u3002\u516c\u53f8\u9996\u5e2d\u57f7\u884c\u5b98Badri Kothandaraman\u8868\u793a\uff0cEnphase Energy\u9810\u8a08\u4e8c\u5b63\u5ea6\u6b50\u6d32\u7684\u92b7\u552e\u984d\u5c07\u589e\u957740%\u3002\u516c\u53f8\u4e00\u5b63\u5ea6\u6536\u5165$4.4129\u5104\uff0c\u7a0d\u9ad8\u4e8e\u9810\u671f\u7684$4.3367\u5104\uff0c\u6bcf\u80a1\u6536\u76ca$0.75\uff0c\u8d85\u51fa\u9810\u671f$0.10\u3002<\/p>\n

\u840a\u8fea\u601d\u534a\u5c0e\u9ad4<\/h2>\n

\u840a\u8fea\u601d\u534a\u5c0e\u9ad4Lattice Semiconductor\uff08NASDAQ:LSCC\uff09<\/a>\u63d0\u4f9b\u7684\u53ef\u7de8\u7a0b\u908f\u8f2f\u5668\u4ef6\u82af\u7247\u662f\u7121\u4eba\u99d5\u99db\u6c7d\u8eca\u9818\u57df\u7684\u95dc\u9375\u6280\u8853\u30027\u670827\u65e5\uff0cLSCC\u80a1\u7968\u5f9e\u7f85\u7d202000\u6307\u6578\u8f49\u81f3\u7f85\u7d201000\u6307\u6578\u3002\u9019\u65e2\u662f\u5c0d\u840a\u8fea\u601d\u6210\u9577\u7684\u8a8d\u53ef\uff0c\u4e5f\u662f\u5c0d\u8a72\u80a1\u6210\u4ea4\u91cf\u548c\u80a1\u50f9\u7684\u4e00\u500b\u63d0\u632f\u3002\u516c\u53f8\u4e00\u5b63\u5ea6\u6536\u5165$1.5052\u5104\uff0c\u9ad8\u4e8e\u5206\u6790\u5e2b\u9810\u671f\u7684$1.4625\u5104\uff0c$0.37\u7684\u6bcf\u80a1\u6536\u76ca\u76f8\u6bd4\u83ef\u723e\u8857\u9810\u671f\u4e5f\u9ad8\u51fa$0.04\u3002<\/p>\n

Monolithic Power Systems<\/h2>\n

\u96fb\u6e90\u82af\u7247\u5de8\u982dMonolithic Power Systems Inc\uff08NASDAQ:MPWR\uff09<\/a>\u7684\u7684\u534a\u5c0e\u9ad4\u6280\u8853\u61c9\u7528\u4e8e\u96fb\u52d5\u8eca\u5145\u96fb\u7ad9\uff0c\u4ee5\u53ca\u6c7d\u8eca\u4fe1\u606f\u5a1b\u6a02\u9762\u677f\u3001\u651d\u50cf\u6a5f\u548c\u50b3\u611f\u5668\u7b49\u9ad8\u589e\u9577\u9818\u57df\u3002\u8a72\u80a1\u80a1\u50f9\u6ce2\u52d5\u660e\u986f\uff0c\u4eca\u5e74\u8fc4\u4eca\u4e0b\u8dcc8.7%\uff0c\u6700\u4f4e\u6642\u4e0d\u5230$360\uff0c\u4f463\u6708\u80a1\u50f9\u66fe\u6f32\u5230$500\u4ee5\u4e0a\u3002\u516c\u53f8\u4e00\u5b63\u5ea6\u6536\u5165$3.7771\u5104\uff0c\u9ad8\u4e8e\u5206\u6790\u5e2b\u9810\u671f\u7684$3.6041\u5104\uff0c$2.45\u7684\u6bcf\u80a1\u6536\u76ca\u4e5f\u9ad8\u4e8e\u9810\u671f\u7684$2.26\u3002<\/p>\n

\u5b89\u68ee\u7f8e\u534a\u5c0e\u9ad4<\/h2>\n

\u5b89\u68ee\u7f8e\u534a\u5c0e\u9ad4ON Semiconductor\uff08NASDAQ:ON\uff09<\/a>\u5177\u5099\u81ea\u4e3b\u751f\u7523\u80fd\u529b\uff0c\u56e0\u6b64\u4f9b\u61c9\u93c8\u554f\u984c\u5c0d\u5176\u885d\u64ca\u6c92\u6709\u5176\u4ed6\u534a\u5c0e\u9ad4\u80a1\u7968\u90a3\u9ebd\u5927\uff0c\u80a1\u50f9\u4eca\u5e74\u8fc4\u4eca\u50c5\u4e0b\u8dcc11%\u3002\u516c\u53f8\u4e00\u5b63\u5ea6\u6536\u5165$19.4\u5104\uff0c\u9ad8\u4e8e\u5206\u6790\u5e2b\u9810\u671f\u7684$19.1\u5104\uff0c$1.22\u7684\u6bcf\u80a1\u6536\u76ca\u4e5f\u9ad8\u4e8e\u9810\u671f\u7684$1.05\u3002<\/p>\n

Synaptics<\/h2>\n

\u7f8e\u570b\u52a0\u5229\u798f\u5c3c\u4e9e\u5dde\u8056\u4f55\u585e\u7684Synaptics Inc\uff08NASDAQ:SYNA\uff09<\/a>\u63d0\u4f9b\u4eba\u6a5f\u754c\u9762\u786c\u4ef6\uff0c\u6bd4\u5982\u8aaa\u901a\u904e\u6307\u7d0b\u89e3\u9396\u96fb\u8166\u6216\u624b\u6a5f\uff0c\u6216\u8005\u662f\u7d66\u6c7d\u8eca\u6216\u667a\u80fd\u5bb6\u5c45\u8a2d\u5099\u4e0b\u9054\u8a9e\u97f3\u6307\u4ee4\u3002\u8a72\u516c\u53f8\u767c\u660e\u4e86\u96fb\u8166\u89f8\u63a7\u677f\uff0c\u860b\u679cApple\uff08NASDAQ:AAPL\uff09iPod\u7684\u9ede\u64ca\u8f2a\u76e4\uff0cAlphabet Inc\uff08NASDAQ:GOOG\uff09\uff08NASDAQ:GOOGL\uff09\u5b89\u5353\u667a\u80fd\u624b\u6a5f\u7684\u89f8\u6478\u50b3\u611f\u5668\u3002\u8a72\u80a1\u80a1\u50f9\u4eca\u5e74\u8fc4\u4eca\u5927\u8dcc52%\u3002\u8a72\u516c\u53f82022\u5e74\u7b2c\u4e09\u8ca1\u5b63\u7684\u6536\u5165\u548c\u6bcf\u80a1\u6536\u76ca\u5206\u5225\u7232$4.701\u5104\u548c$3.75\uff0c\u5747\u9ad8\u4e8e\u9810\u671f\u7684$4.6465\u5104\u548c$3.55\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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