{"id":466422,"date":"2023-07-08T00:05:10","date_gmt":"2023-07-08T07:05:10","guid":{"rendered":"https:\/\/nai500.com\/?p=466422"},"modified":"2023-07-08T00:05:10","modified_gmt":"2023-07-08T07:05:10","slug":"%e7%be%8e%e8%82%a1-%e6%8e%98%e9%87%91-%e6%9c%89%e6%9c%9b-%e5%af%a6%e7%8f%be-%e4%b8%89%e4%bd%8d%e6%95%b8-%e5%9b%9e%e5%a0%b1-7%e5%8f%aa-%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2023\/07\/%e7%be%8e%e8%82%a1-%e6%8e%98%e9%87%91-%e6%9c%89%e6%9c%9b-%e5%af%a6%e7%8f%be-%e4%b8%89%e4%bd%8d%e6%95%b8-%e5%9b%9e%e5%a0%b1-7%e5%8f%aa-%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u7f8e\u80a1\u6398\u91d1\uff1a2023\u5e74\u6709\u671b\u5be6\u73fe\u4e09\u4f4d\u6578\u56de\u5831\u76847\u53ea\u80a1\u7968"},"content":{"rendered":"

\u5b98\u65b9\u6578\u64da\u986f\u793a\uff0c\u7f8e\u570b\u653f\u5e9c\u7b2c\u4e00\u5b63\u5ea6\u570b\u5167\u751f\u7522\u7e3d\u503c\uff08GDP\uff09\u5f9e1.3%\u4fee\u6b63\u70ba2%\uff0c\u9019\u5411\u6295\u8cc7\u8005\u50b3\u9054\u4e86\u4e00\u500b\u4fe1\u865f\uff0c\u5c31\u662f\u7d93\u6fdf\u8870\u9000\u53ef\u80fd\u4e0d\u6703\u51fa\u73fe\u3002\u800c\u4e14\u52de\u52d5\u529b\u5e02\u5834\u4ecd\u7136\u5f37\u52c1\uff0c\u56e0\u70ba\u4e0a\u5468\u65b0\u7533\u8acb\u5931\u696d\u6551\u6fdf\u91d1\u4eba\u6578\u4e0b\u964d\u4e8626,000\u540d\uff0c\u7e3d\u6578\u662f239,000\uff0c\u9060\u9060\u4f4e\u65bc\u5e73\u5747\u9810\u4f30\u768426\u842c\u3002\u518d\u52a0\u4e0a\u4eba\u5de5\u667a\u80fd\u548c\u7da0\u8272\u80fd\u6e90\u7b49\u677f\u584a\u63d0\u632f\u4e86\u6295\u8cc7\u8005\u60c5\u7dd2\uff0c\u5c24\u5176\u5c0d\u65bc\u6210\u9577\u578b\u80a1\u7968\u4f86\u8aaa\uff0c\u73fe\u5728\u4ecd\u7136\u5145\u6eff\u4e86\u6a5f\u6703\u3002<\/p>\n

\u4e0b\u9762\u662f\u4e00\u4e9b\u73fe\u5728\u53ef\u4ee5\u8cb7\u5165\u7684\u9802\u7d1a\u80a1\u7968\uff0c\u5c0d\u65bc\u60f3\u8981\u5728\u80a1\u5e02\u65ac\u7372\u4e09\u4f4d\u6578\u56de\u5831\u7684\u6295\u8cc7\u8005\u4f86\u8aaa\uff0c7\u6708\u4efd\u53ef\u4ee5\u91cd\u9ede\u95dc\u6ce8\u9019\u4e9b\u80a1\u7968\u3002<\/p>\n

Rivian (RIVN)<\/b><\/strong><\/h2>\n

\u96fb\u52d5\u8eca\u521d\u5275\u516c\u53f8Rivian<\/b><\/strong>\u00a0(NASDAQ:RIVN<\/b><\/u><\/strong><\/a>)\u8868\u793a\uff0c\u5c0d\u8a72\u516c\u53f8SUV\u8eca\u578bR1S\u7684\u9700\u6c42\u4e00\u76f4\u76f8\u7576\u65fa\u76db\u3002\u4e8b\u5be6\u4e0a\uff0c\u8a72\u516c\u53f8\u6253\u7b97\u57282023\u5e74\u4e0b\u534a\u5e74\u52a0\u5927\u9019\u6b3eSUV\u7684\u751f\u7522\u529b\u5ea6\u3002\u7ba1\u7406\u5c64\u9810\u8a08\uff0c\u8a72\u8eca\u578b\u5c07\u5360\u5176\u4e0b\u534a\u5e74\u96fb\u52d5\u8eca\u7e3d\u7522\u91cf\u768470%\u3002Rivian\u80a1\u7968\u7684\u4e00\u500b\u4eae\u9ede\u4f86\u81ea\u65bc\u8a72\u516c\u53f8\u6b63\u5728\u70ba\u4e9e\u99ac\u905c\u751f\u7522\u5927\u91cf\u7684\u96fb\u52d5\u5feb\u905e\u8eca\uff0c\u61c9\u8a72\u6703\u5728\u672a\u4f86\u516d\u500b\u6708\u5167\u6975\u5927\u5730\u63d0\u5347\u8ca1\u52d9\u696d\u7e3e\u3002\u8207\u6b64\u540c\u6642\uff0c\u96fb\u52d5\u76ae\u5361\u751f\u7522\u5546Lordstown Motors\u7684\u7834\u7522\u548c\u53ef\u80fd\u7684\u6e05\u7b97\u5c0d\u8a72\u516c\u53f8\u4e5f\u662f\u4e00\u500b\u5229\u597d\u3002\u6700\u5f8c\uff0cRivian\u5373\u5c07\u63a8\u51fa\u7684SUV\u2013R2\u50f9\u683c\u9810\u8a08\u57284-6\u842c\u7f8e\u5143\u4e4b\u9593\uff0c\u4f7f\u8a72\u516c\u53f8\u80fd\u5920\u5438\u5f15\u8a31\u591a\u7121\u6cd5\u8cfc\u8cb7\u65b0\u6b3e\u9ad8\u50f9\u96fb\u52d5\u8eca\u7684\u65b0\u5ba2\u6236\u3002<\/p>\n

Xpeng (XPEV)<\/b><\/strong><\/h2>\n

\u8003\u616e\u5230\u5206\u6790\u5e2b\u5c0d\u4eca\u5e74\u4e0b\u534a\u5e74\u4e2d\u570b\u96fb\u52d5\u8eca\u7684\u92b7\u552e\u6301\u6a02\u89c0\u614b\u5ea6\uff0c\u9019\u53ef\u80fd\u6210\u70ba\u5c0f\u9d6c\u6c7d\u8ecaXpeng\u00a0<\/b><\/strong>(NYSE:XPEV<\/b><\/u><\/strong><\/a>)\u7684\u4e00\u500b\u5805\u5be6\u50ac\u5316\u5291\u3002\u8a72\u516c\u53f8\u63a8\u51fa\u4e86\u4e00\u6b3e\u65b0\u7684SUV\u2013G6\uff0c\u9810\u8a08\u5c07\u8207\u7279\u65af\u62c9\u7684Model Y\u00a0SUV\u5c55\u958b\u7af6\u722d\uff0c\u4f7f\u5c0f\u9d6c\u6c7d\u8eca\u6210\u70ba\u76ee\u524d\u6700\u503c\u5f97\u8cfc\u8cb7\u7684\u80a1\u7968\u3002\u6b64\u5916\uff0c\u5c0f\u9d6c\u80a1\u7968\u7684\u5438\u5f15\u529b\u9084\u4f86\u81ea\u65bc\u8a72\u516c\u53f8\u6700\u5148\u9032\u7684\u81ea\u52d5\u99d5\u99db\u7cfb\u7d71\uff0c\u6b63\u5728\u516c\u5171\u9053\u8def\u4e0a\u4f5c\u70ba\u81ea\u52d5\u99d5\u99db\u7cfb\u7d71\u9032\u884c\u6e2c\u8a66\u3002\u8003\u616e\u5230\u6240\u6709\u9019\u4e9b\u8981\u9ede\uff0c\u6295\u8cc7\u8005\u6709\u7406\u7531\u76f8\u4fe12023\u5e74\u5df2\u7d93\u4e0a\u6f32\u4e8619%\u7684\u5c0f\u9d6c\u6c7d\u8eca\u80a1\u7968\uff0c\u4eca\u5e74\u53ef\u80fd\u6703\u7ffb\u4e00\u756a\u3002<\/p>\n

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

Super Micro Systems<\/b><\/strong>\u00a0(NASDAQ:SMCI<\/b><\/u><\/strong><\/a>)\u7684\u670d\u52d9\u5668\u64da\u7a31\u201c\u64c1\u6709\u6539\u9032\u7684\u71b1\u5bb9\u91cf\uff0c\u652f\u6301\u9ad8\u6027\u80fd\u7684CPU\u548cGPU\uff0c\u5c0d\u4eba\u5de5\u667a\u80fd\u81f3\u95dc\u91cd\u8981\u201d\u3002\u96d6\u7136\u8a72\u80a1\u81ea\u4eca\u5e74\u5e74\u521d\u4ee5\u4f86\u5df2\u7d93\u4e0a\u6f32\u4e86187%\uff0c\u4f46\u9019\u53ea\u80a1\u7968\u986f\u7136\u9084\u6709\u66f4\u5927\u7684\u7a7a\u9593\u3002\u9996\u5148\u662f22.2\u500d\u7684\u5e02\u76c8\u7387\u4ecd\u7136\u5f88\u4f4e\uff0c\u5176\u6b21\u662f\u8a72\u516c\u53f8\u6b63\u51c6\u5099\u5927\u91cf\u6295\u8cc7\u65bc\u4eba\u5de5\u667a\u80fd\u3002\u6b64\u5916\uff0c\u83ef\u723e\u8857\u5c0d\u4eba\u5de5\u667a\u80fd\u73fe\u5728\u4ecd\u7136\u76f8\u7576\u770b\u597d\u3002Loop Capital\u7684\u5206\u6790\u5e2b\u6700\u8fd1\u5c07\u5176\u5c0dSMCI\u7684\u76ee\u6a19\u50f9\u683c\u5f9e150\u7f8e\u5143\u63d0\u9ad8\u5230200\u7f8e\u5143\uff0c\u7dad\u6301\u8cb7\u5165\u8a55\u7d1a\u3002\u53e6\u5916\uff0c\u300a\u6295\u8cc7\u8005\u5546\u696d\u65e5\u5831\u300b\u7d66SMCI\u80a1\u7968\u7684\u7d9c\u5408\u8a55\u7d1a\u70ba98\uff08\u6eff\u520699\uff09\uff0c\u5438\u7c4c\/\u6d3e\u767c\u8a55\u7d1a\u70baA\uff0c\u8868\u660e\u6a5f\u69cb\u5728\u904e\u53bb13\u5468\u5167\u4e00\u76f4\u5728\u5927\u91cf\u6436\u8cfc\u8a72\u80a1\u3002<\/p>\n

iCAD (<\/b><\/strong>ICAD<\/b><\/strong>)<\/b><\/strong><\/h2>\n

\u958b\u767c\u7528\u65bc\u6aa2\u6e2c\u4e73\u817a\u764c\u7684\u4eba\u5de5\u667a\u80fd\u5de5\u5177\u7684iCAD\u00a0<\/b><\/strong>(NASDAQ:ICAD<\/b><\/u><\/strong><\/a>)\u4e0a\u500b\u6708\u6536\u5230\u4e86\u597d\u6d88\u606f\uff0c\u56e0\u70ba\u7f8e\u570b\u9810\u9632\u670d\u52d9\u5de5\u4f5c\u7d44\u5c0d\u4e73\u817a\u764c\u7be9\u67e5\u6307\u5357\u63d0\u51fa\u4e86\u4fee\u6539\u3002\u6309\u7167\u65b0\u898f\uff0c\u5973\u6027\u88ab\u5efa\u8b70\u572840\u5468\u6b72\u958b\u59cb\u63a5\u53d7\u4e73\u623fX\u5149\u6aa2\u67e5\uff0c\u4e4b\u524d\u5efa\u8b70\u662f50\u6b72\u3002\u7531\u65bciCAD\u8207\u63d0\u4f9b\u4e73\u623fX\u5149\u6aa2\u67e5\u7684\u516c\u53f8\u5408\u4f5c\uff0c\u9019\u5bb6\u79d1\u6280\u516c\u53f8\u61c9\u8a72\u5f9e\u9019\u4e00\u8b8a\u5316\u4e2d\u53d7\u76ca\u3002\u6b64\u5916\uff0c\u8a72\u516c\u53f8\u9996\u5e2d\u57f7\u884c\u5b98Dana Brown\u6700\u8fd1\u6307\u51fa\uff0cICAD\u5c07\u8ffd\u6c42\u4e00\u500b\u65b0\u7684\u201cGPT\u9a45\u52d5\u7684\u6578\u5b57\u8b77\u7406\u5e73\u81fa\uff0c\u7372\u5f97\u9078\u64c7\u6027\u98a8\u96aa\u8a55\u4f30\u548c\u5176\u4ed6\u500b\u6027\u5316\u9810\u6e2c\u8a55\u5206\u89e3\u6c7a\u65b9\u6848\uff0c\u8ffd\u6c42\u652f\u4ed8\u65b9\u548c\u5831\u92b7\u7b56\u7565\uff0c\u4f7f\u98a8\u96aa\u8a55\u4f30\u548cAI\u7d05\u8272\u7be9\u67e5\u5f97\u5230\u8986\u84cb\uff0c\u8207\u6709\u5a66\u5973\u5065\u5eb7\u5021\u8b70\u7684\u5927\u578b\u516c\u53f8\u5408\u4f5c\uff0c\u4e26\u4e14\u5728\u6821\u5712\u5167\u63d0\u4f9bAI\u9a45\u52d5\u7684\u79fb\u52d5\u7be9\u67e5\u670d\u52d9\u201d\u3002<\/p>\n

Stem (STEM)<\/b><\/strong><\/h2>\n

Stem\u00a0<\/b><\/strong>(NYSE:STEM<\/b><\/u><\/strong><\/a>)\u958b\u767c\u4e86\u4e00\u500b\u57fa\u65bc\u4eba\u5de5\u667a\u80fd\u7684\u5e73\u81faAthena\uff0c\u5e6b\u52a9\u516c\u53f8\u7ba1\u7406\u4f86\u81ea\u53ef\u518d\u751f\u80fd\u6e90\u7684\u96fb\u529b\u6d41\u3002\u8a72\u516c\u53f8\u89e3\u91cb\u9053\uff0cAthena\u7684\u5148\u9032\u4eba\u5de5\u667a\u80fd\u548c\u6a5f\u5668\u5b78\u7fd2\u80fd\u529b\u201c\u91dd\u5c0d\u5929\u6c23\u3001\u516c\u7528\u4e8b\u696d\u8cbb\u548c\u96fb\u7db2\u9650\u5236\u7b49\u5916\u90e8\u56e0\u7d20\uff0c\u5206\u6790\u4f86\u81ea\u592a\u967d\u80fd\u3001\u5132\u80fd\u548c\u96fb\u52d5\u6c7d\u8eca\u57fa\u790e\u8a2d\u65bd\u8cc7\u7522\u7684\u5404\u7a2e\u5be6\u6642\u6578\u64da\u201d\u3002\u9452\u65bc\u8a72\u516c\u53f8\u4e0a\u5b63\u5ea6\u7684\u6536\u5165\u540c\u6bd4\u98c6\u534763%\uff0cStem\u4ecd\u8655\u5728\u589e\u9577\u7684\u5feb\u8eca\u9053\u4e0a\u3002\u6b64\u5916\uff0c\u8a72\u516c\u53f8\u9810\u8a08\u5728\u4eca\u5e74\u4e0b\u534a\u5e74\u958b\u59cb\u7522\u751f\u6b63\u7684EBITDA\u3002\u8a72\u80a1\u7576\u524d\u7684\u9060\u671f\u5e02\u552e\u7387\u975e\u5e38\u4f4e\uff0c\u53ea\u67091\u500d\u591a\u4e00\u9ede\u3002\u8003\u616e\u5230\u8a72\u516c\u53f8\u7684\u5feb\u901f\u589e\u9577\u548c\u6b63\u5728\u63a5\u8fd1\u76c8\u5229\u7684\u4e8b\u5be6\uff0c\u4f30\u503c\u7279\u5225\u6709\u5438\u5f15\u529b\u3002<\/p>\n

MongoDB (MDB)<\/b><\/strong><\/h2>\n

MongoDB<\/b><\/strong>\u00a0(NASDAQ:MDB<\/b><\/u><\/strong>)\u958b\u767c\u6578\u64da\u5eab\u8edf\u4ef6\u3002\u4eca\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u8a72\u516c\u53f8\u7684\u5229\u6f64\uff08\u4e0d\u5305\u62ec\u67d0\u4e9b\u9805\u76ee\uff09\u8207\u4e0a\u5e74\u540c\u671f\u76f8\u6bd4\u98c6\u5347\u4e86180%\uff0c\u8a72\u516c\u53f8\u9810\u6e2c\u7b2c\u4e8c\u5b63\u5ea6\u7684\u6bcf\u80a1\u6536\u76ca\u5c07\u9054\u523042\u7f8e\u5206\u81f346\u7f8e\u5206\uff0c\u9060\u9060\u9ad8\u65bc\u5206\u6790\u5e2b\u7576\u664214\u7f8e\u5206\u7684\u5e73\u5747\u9810\u6e2c\u3002\u503c\u5f97\u6307\u51fa\u7684\u662f\uff0cMDB\u6700\u8fd1\u5ba3\u5e03\u8207Alphabet\u7684\u7a40\u6b4c\u96f2\u9054\u6210\u65b0\u7684\u4ea4\u6613\uff0c\u9019\u4e9b\u8b8a\u5316\u5c07\u4f7fMongoDB\u80fd\u5920\u5c07\u66f4\u591a\u7684\u4eba\u5de5\u667a\u80fd\u7d0d\u5165\u5176\u7522\u54c1\u4e2d\u3002\u5728MongoDB\u767c\u5e03\u7b2c\u4e00\u5b63\u5ea6\u696d\u7e3e\u4e4b\u5f8c\uff0c\u9ad8\u76db\u57286\u67082\u65e5\u5c07\u8a72\u80a1\u7684\u76ee\u6a19\u50f9\u683c\u5f9e280\u7f8e\u5143\u63d0\u9ad8\u5230420\u7f8e\u5143\u3002\u5206\u6790\u5e2b\u8868\u793a\uff0c\u201c\u6211\u5011\u9810\u8a08MongoDB\u5c07\u6210\u70ba\u52a0\u901f\u61c9\u7528\u958b\u767c\/\u90e8\u7f72\u7684\u76f4\u63a5\u53d7\u76ca\u8005\uff0c\u7dad\u6301\u5c0d\u8a72\u80a1\u7684\u8cb7\u5165\u8a55\u7d1a\u4e0d\u8b8a\u3002\u201d<\/p>\n

Fortinet (FTNT)<\/b><\/strong><\/h2>\n

\u4f5c\u70ba\u7db2\u7d61\u5b89\u5168\u9818\u57df\u6700\u5f37\u5927\u7684\u516c\u53f8\u4e4b\u4e00\uff0cFortinet<\/b><\/strong>\u00a0(NASDAQ:FTNT<\/b><\/u><\/strong>)\u57282023\u5e74\u622a\u81f36\u670829\u65e5\u6536\u5e02\u6642\u5df2\u7d93\u98c6\u5347\u4e8653.5%\u3002\u8ca1\u5831\u986f\u793a\uff0c\u8a72\u516c\u53f8\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u98c6\u534732%\uff0c\u71df\u696d\u6536\u5165\u540c\u6bd4\u8e8d\u534781%\u3002Seeking Alpha\u7684\u64b0\u7a3f\u4ebaDair Sansyzbayev\u6307\u51fa\uff0cFortinet\u7684\u5229\u6f64\u7387\u5728\u4e00\u5e74\u4e2d\u6709\u6240\u63d0\u9ad8\uff0c\u4f30\u8a08\u8a72\u80a1\u50f9\u503c\u88ab\u4f4e\u4f30\u4e8640%\u3002\u5c55\u671b\u672a\u4f86\uff0c\u96a8\u8457\u8d8a\u4f86\u8d8a\u591a\u7684\u4e8b\u9805\u88ab\u9023\u63a5\u5230\u4e92\u806f\u7db2\uff0c\u5c0d\u7db2\u7d61\u5b89\u5168\u7522\u54c1\u7684\u9700\u6c42\u53ea\u6703\u4e0d\u65b7\u4e0a\u5347\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u5b98\u65b9\u6578\u64da\u986f\u793a\uff0c\u7f8e\u570b\u653f\u5e9c\u7b2c\u4e00\u5b63\u5ea6\u570b\u5167\u751f\u7522\u7e3d\u503c\uff08GDP\uff09\u5f9e1.3%\u4fee\u6b63\u70ba2%\uff0c\u9019\u5411\u6295\u8cc7\u8005\u50b3\u9054\u4e86\u4e00\u500b\u4fe1\u865f\uff0c\u5c31\u662f\u7d93\u6fdf\u8870 […]<\/p>\n","protected":false},"author":31,"featured_media":457066,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522],"tags":[675,2156,564,803],"class_list":["post-466422","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","tag--zh-hant","tag-2156","tag-564","tag-803","sectors-life-science-zh-hant","sectors-energy-metals-tch","sectors-technology-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\/466422","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=466422"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/466422\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/457066"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=466422"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=466422"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=466422"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}