{"id":463607,"date":"2023-06-09T22:55:15","date_gmt":"2023-06-10T05:55:15","guid":{"rendered":"https:\/\/nai500.com\/?p=463607"},"modified":"2023-06-09T22:55:15","modified_gmt":"2023-06-10T05:55:15","slug":"%e4%b9%98%e5%8b%9d-%e8%bf%bd%e6%93%8a-%e4%b8%89%e5%8f%aa-%e7%be%8e%e8%82%a1-%e4%b8%8a%e6%bc%b2-%e5%8b%a2%e9%a0%ad-%e6%ad%a3%e5%a5%bd","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2023\/06\/%e4%b9%98%e5%8b%9d-%e8%bf%bd%e6%93%8a-%e4%b8%89%e5%8f%aa-%e7%be%8e%e8%82%a1-%e4%b8%8a%e6%bc%b2-%e5%8b%a2%e9%a0%ad-%e6%ad%a3%e5%a5%bd\/","title":{"rendered":"\u4e58\u52dd\u8ffd\u64ca\uff0c\u9019\u4e09\u53ea\u7f8e\u80a1\u73fe\u5728\u4e0a\u6f32\u52e2\u982d\u6b63\u597d"},"content":{"rendered":"

\u7531\u65bc\u8d8a\u4f86\u8d8a\u591a\u7684\u6295\u8cc7\u8005\u6b63\u5728\u6d88\u5316\u901a\u8ca8\u81a8\u8139\u6b63\u5728\u4e0b\u964d\u7684\u4e8b\u5be6\uff0c\u52a0\u4e0a\u770b\u597d\u5c0d\u5305\u62ec\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u5728\u5167\u7684\u65b0\u6280\u8853\u5c07\u4fc3\u9032\u7d93\u6fdf\u589e\u9577\uff0c\u83ef\u723e\u8857\u7d42\u65bc\u5c0d\u7d93\u6fdf\u524d\u666f\u8b8a\u5f97\u66f4\u52a0\u6a02\u89c0\u3002\u800c\u4e14\uff0c\u8a31\u591a\u6295\u8cc7\u8005\u958b\u59cb\u610f\u8b58\u5230\uff0c\u5373\u4f7f\u7f8e\u806f\u5132\u4e0d\u964d\u606f\uff0c\u7d93\u6fdf\u4e5f\u80fd\u7e41\u69ae\uff0c\u80a1\u7968\u4e5f\u80fd\u4e0a\u6f32\u3002\u6b63\u662f\u7531\u65bc\u9019\u4e9b\u539f\u56e0\uff0c\u8a31\u591a\u80a1\u7968\u73fe\u5728\u6b63\u7d93\u66c6\u5927\u5e45\u6500\u5347\uff0c\u70ba\u6295\u8cc7\u8005\u63d0\u4f9b\u4e86\u53ef\u4ee5\u57286\u6708\u4efd\u4e58\u52dd\u8ffd\u64ca\u8cb7\u5165\u7684\u4e00\u4e9b\u512a\u79c0\u7684\u80a1\u7968\u3002<\/p>\n

\u4e0b\u9762\u9019\u4e09\u53ea\u80a1\u7968\u4e0d\u50c5\u73fe\u5728\u4e0a\u6f32\u52e2\u982d\u5f88\u597d\uff0c\u800c\u4e14\u4f30\u503c\u76f8\u7576\u5408\u7406\uff0c\u9577\u671f\u57fa\u672c\u9762\u4e5f\u975e\u5e38\u5f37\u52c1\u3002\u56e0\u6b64\uff0c\u7121\u8ad6\u662f\u77ed\u671f\u3001\u4e2d\u671f\u548c\u9577\u671f\u6295\u8cc7\u8005\uff0c\u90fd\u53ef\u4ee5\u8003\u616e\u8cb7\u5165\u3002<\/p>\n

Super Micro Computer (SMCI)<\/b><\/strong><\/h2>\n

\u670d\u52d9\u5668\u548c\u5b58\u5132\u89e3\u6c7a\u65b9\u6848\u63d0\u4f9b\u5546Super Micro Computer\u00a0<\/b><\/strong>(NASDAQ:SMCI<\/b><\/u><\/strong><\/a>)\u7d55\u5c0d\u662f\u4e00\u53ea\u6f5b\u529b\u5f88\u5927\u7684\u6709\u4e0a\u6f32\u52e2\u982d\u7684\u80a1\u7968\u3002\u63a8\u52d5\u80a1\u50f9\u7684\u5229\u597d\u56e0\u7d20\u5305\u62ec\u4f4e\u6210\u672c\u3001\u4f4e\u529f\u8017\u7684\u89e3\u6c7a\u65b9\u6848\u548c\u5c0d\u4eba\u5de5\u667a\u80fd\u7684\u5229\u7528\u3002\u66f4\u4f55\u6cc1\uff0c\u8a72\u516c\u53f8\u7684\u4e3b\u8981\u5ba2\u6236\u662f\u6578\u64da\u4e2d\u5fc3\uff0c\u9019\u662f\u4e00\u500b\u5feb\u901f\u64f4\u5f35\u7684\u5e02\u5834\u3002\u56e0\u6b64\uff0c\u9019\u53ea\u79d1\u6280\u80a1\u4e5f\u5c07\u5f9e\u4eba\u5de5\u667a\u80fd\u7684\u5ee3\u6cdb\u61c9\u7528\u4e2d\u53d7\u76ca\uff0c\u56e0\u70ba\u6578\u64da\u4e2d\u5fc3\u5c07\u4f7f\u7528SMCI\u7684\u670d\u52d9\u5668\u548c\u5b58\u5132\u4f86\u4fc3\u9032\u4eba\u5de5\u667a\u80fd\u6280\u8853\u7684\u767c\u5c55\u3002<\/p>\n

\u5e74\u521d\u8fc4\u4eca\uff0c\u8a72\u80a1\u80a1\u50f9\u5df2\u7d93\u98c6\u5347\u4e86\u9a5a\u4eba\u7684215%\uff0c\u800c\u4e14\u50c5\u50c5\u5728\u4e0a\u500b\u6708\uff0c\u80a1\u50f9\u5c31\u8e8d\u5347\u4e8696%\u3002\u6295\u8cc7\u9280\u884cLoop Capital\u6700\u8fd1\u5c07SMCI\u7684\u76ee\u6a19\u50f9\u683c\u5f9e150\u7f8e\u5143\u63d0\u9ad8\u5230200\u7f8e\u5143\uff0c\u4e26\u7dad\u6301\u5c0d\u8a72\u80a1\u7684\u201c\u8cb7\u5165\u201d\u8a55\u7d1a\u3002\u8a72\u6a5f\u69cb\u8a8d\u70ba\uff0c\u9664\u4e86SMCI\u5f9e\u4eba\u5de5\u667a\u80fd\u4e2d\u7372\u5f97\u7684\u7a4d\u6975\u50ac\u5316\u4f5c\u7528\u5916\uff0c\u8a72\u516c\u53f8\u63d0\u4f9b\u670d\u52d9\u5668\u5b9a\u5236\u7684\u80fd\u529b\u4e5f\u662f\u5176\u91cd\u8981\u7684\u7af6\u722d\u512a\u52e2\u3002<\/p>\n

American Superconductor (<\/b><\/strong>AMSC<\/b><\/strong>)<\/b><\/strong><\/h2>\n

American Superconductor\u2019s<\/b><\/strong>\u00a0(NASDAQ:AMSC<\/b><\/u><\/strong><\/a>)\u7684\u80a1\u50f9\u81ea\u8a72\u516c\u53f8\u516c\u5e03\u7b2c\u56db\u5b63\u5ea6\u696d\u7e3e\u4ee5\u4f86\u5df2\u7d93\u4e0a\u6f32\u4e8627%\u3002\u9019\u662f\u56e0\u70ba\u8ca1\u5831\u986f\u793a\u8a72\u516c\u53f8\u6b63\u5728\u8fc5\u901f\u8d70\u5411\u76c8\u5229\uff0c\u8207\u5370\u5ea6\u98a8\u529b\u6e26\u8f2a\u6a5f\u5236\u9020\u5546Inox\u7684\u5408\u4f5c\u95dc\u7cfb\u9ede\u71c3\u4e86\u6d3b\u529b\uff0c\u800c\u4e14\u96fb\u6c23\u63a7\u5236\u7522\u54c1\u7684\u6536\u5165\u7e7c\u7e8c\u5927\u5e45\u6500\u5347\u3002\u6b64\u5916\uff0cAMSC\u8a8d\u70ba\u8a72\u516c\u53f8\u8207\u7f8e\u570b\u6d77\u8ecd\u7684\u696d\u52d9\u53ef\u80fd\u5728\u4e0d\u9060\u7684\u5c07\u4f86\u5be6\u73fe\u76c8\u5229\u3002\u8a72\u516c\u53f8\u9084\u5831\u544a\u7a31\uff0c\u6b63\u5728\u8207\u5e7e\u5bb6\u516c\u7528\u4e8b\u696d\u516c\u53f8\u5546\u8ac7\u8207\u5176\u7cfb\u7d71\u6709\u95dc\u7684\u9805\u76ee\uff0c\u8a72\u7cfb\u7d71\u4f7f\u96fb\u7db2\u66f4\u52a0\u7a69\u5b9a\u3002\u7ba1\u7406\u5c64\u8072\u7a31\u9810\u8a08\u6bdb\u5229\u7387\u5c07\u5728\u672a\u4f86\u589e\u52a0\u3002<\/p>\n

\u5728AMSC\u767c\u5e03\u696d\u7e3e\u5f8c\uff0c\u6295\u8cc7\u9280\u884cCraig-Hallum\u5c07\u8a72\u516c\u53f8\u7684\u76ee\u6a19\u50f9\u683c\u5f9e8\u7f8e\u5143\u63d0\u9ad8\u52309\u7f8e\u5143\u3002\u5206\u6790\u5e2b\u8a8d\u70ba\uff0c\u8a72\u516c\u53f8\u64c1\u6709\u5f37\u52c1\u7684\u589e\u9577\u52e2\u982d\uff0c\u4e26\u6307\u51fa\u5176\u7a4d\u58d3\u9805\u76ee\u6578\u91cf\u5df2\u9054\u5230\u5275\u7d00\u9304\u6c34\u5e73\u3002<\/p>\n

Aurora Innovation (<\/b><\/strong>AUR<\/b><\/strong>)<\/b><\/strong><\/h2>\n

Aurora Innovation<\/b><\/strong>\u00a0(NASDAQ:AUR<\/b><\/u><\/strong><\/a>)\u662f\u4e00\u5bb6\u70ba\u5361\u8eca\u958b\u767c\u81ea\u52d5\u99d5\u99db\u8edf\u4ef6\u7684\u516c\u53f8\uff0c\u5df2\u7d93\u5438\u5f15\u4e86\u5f88\u591a\u95dc\u6ce8\uff0c\u591a\u5bb6\u5927\u578b\u904b\u8f38\u516c\u53f8\u6b63\u5728\u5c0d\u5176\u7522\u54c1\u9032\u884c\u6e2c\u8a66\u3002\u4eca\u5e744\u6708\uff0cAurora\u5ba3\u5e03\uff0c\u4f7f\u5176\u8eca\u8f1b\u5b8c\u5168\u81ea\u4e3b\u7684\u6240\u6709\u5fc5\u8981\u529f\u80fd\u90fd\u5df2\u5be6\u73fe\u30025\u6708\uff0c\u806f\u90a6\u5feb\u905eFedEx<\/b><\/strong>\u00a0(NYSE:FDX<\/b><\/u><\/strong><\/a>)\u5ba3\u5e03\u5c07\u5ef6\u9577\u8207Aurora\u7684\u8a66\u9ede\u9805\u76ee\u3002<\/p>\n

\u83ef\u723e\u8857\u73fe\u5728\u986f\u7136\u4e5f\u7d42\u65bc\u6ce8\u610f\u5230Aurora\u7684\u5de8\u5927\u6f5b\u529b\uff0c\u56e0\u70ba\u80a1\u50f9\u5728\u4e0a\u5468\u98c6\u5347\u8d85\u904e50%\u3002\u80a1\u50f9\u4e0a\u6f32\u7684\u50ac\u5316\u5291\u662f\u6295\u8cc7\u9280\u884cCanaccord Genuity\u7684\u4e00\u4efd\u975e\u5e38\u770b\u6f32\u7684\u5831\u544a\u3002\u8a72\u884c\u5728\u7814\u7a76\u5831\u544a\u4e2d\u6307\u51fa\uff0cAUR\u51c6\u5099\u5f9e\u5176\u81ea\u52d5\u99d5\u99db\u6280\u8853\u548c\u5176\u201c\u5f37\u5927\u7684\u3001\u6709\u9060\u898b\u7684\u7ba1\u7406\u5c64\u201d\u53d7\u76ca\u3002\u6700\u91cd\u8981\u7684\u662f\uff0c\u5206\u6790\u5e2b\u8a8d\u70ba\uff0c\u7531\u65bc\u5176\u5148\u884c\u8005\u548c\u7af6\u722d\u512a\u52e2\uff0c\u8a72\u516c\u53f8\u53ef\u4ee5\u5728\u81ea\u52d5\u99d5\u99db\u5e02\u5834\u4e0a\u5360\u64da\u6709\u5229\u4f4d\u7f6e\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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