{"id":480249,"date":"2023-12-07T21:10:25","date_gmt":"2023-12-08T05:10:25","guid":{"rendered":"https:\/\/nai500.com\/blog\/2023\/12\/%e5%8d%9a%e9%80%9a%e9%a2%84%e8%ae%a1%e8%90%a5%e6%94%b6%e4%bd%8e%e4%ba%8e%e9%a2%84%e6%9c%9f%e5%85%b3%e9%94%ae%e6%8b%96%e7%b4%af%e5%9b%a0%e7%b4%a0%e6%98%af%e4%bb%80%e4%b9%88\/"},"modified":"2023-12-07T21:10:44","modified_gmt":"2023-12-08T05:10:44","slug":"%e5%8d%9a%e9%80%9a%e9%a0%90%e8%a8%88%e7%87%9f%e6%94%b6%e4%bd%8e%e6%96%bc%e9%a0%90%e6%9c%9f%e9%97%9c%e9%8d%b5%e6%8b%96%e7%b4%af%e5%9b%a0%e7%b4%a0%e6%98%af%e4%bb%80%e9%ba%bc","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2023\/12\/%e5%8d%9a%e9%80%9a%e9%a0%90%e8%a8%88%e7%87%9f%e6%94%b6%e4%bd%8e%e6%96%bc%e9%a0%90%e6%9c%9f%e9%97%9c%e9%8d%b5%e6%8b%96%e7%b4%af%e5%9b%a0%e7%b4%a0%e6%98%af%e4%bb%80%e9%ba%bc\/","title":{"rendered":"\u535a\u901a\u9810\u8a08\u71df\u6536\u4f4e\u65bc\u9810\u671f\uff0c\u95dc\u9375\u62d6\u7d2f\u56e0\u7d20\u662f\u4ec0\u9ebc\uff1f"},"content":{"rendered":"

\u82af\u7247\u88fd\u9020\u5546\u535a\u901a(AVGO)<\/a>\u9031\u56db\uff08\u7576\u5730\u6642\u959312\u67087\u65e5\uff09\u9810\u6e2c\u5168\u5e74\u71df\u6536\u4f4e\u65bc\u83ef\u723e\u8857\u9810\u671f\uff0c\u539f\u56e0\u662f\uff0c\u4f01\u696d\u652f\u51fa\u75b2\u8edf\u548c\u6fc0\u70c8\u7af6\u722d\u7d66\u535a\u901a\u6536\u8cfcVMware\u8499\u4e0a\u4e86\u9670\u5f71\u3002\u535a\u901a\u516c\u53f8\u6700\u8fd1\u5b8c\u6210\u4e86\u5c0d\u96f2\u8a08\u7b97\u516c\u53f8VMware\u7684\u6536\u8cfc\uff0c\u80a1\u50f9\u5728\u76e4\u5f8c\u4ea4\u6613\u4e2d\u4e0b\u8dcc\u8d85\u904e1%\u3002<\/p>\n

\u535a\u901a\u9810\u8a082024\u8ca1\u5e74\u6536\u5165\u7d04\u70ba500\u5104\u7f8e\u5143\uff0c\u5176\u4e2d\u5305\u62ecVMware\u7684\u8ca2\u737b\u3002\u6839\u64da\u6578\u64da\uff0c\u5206\u6790\u5e2b\u5e73\u5747\u9810\u671f\u535a\u901a2024\u8ca1\u5e74\u6536\u5165\u70ba525\u5104\u7f8e\u5143\u3002<\/p>\n

Insider Intelligence\u5206\u6790\u5e2b Jacob Bourne\u8868\u793a\uff1a\u201c\u524d\u666f\u53d6\u6c7a\u65bc\u535a\u901a\u80fd\u5426\u6709\u6548\u5730\u5c07\u91cd\u7d44\u878d\u5165\u9577\u671f\u4eba\u5de5\u667a\u80fd\u6230\u7565\u4e2d\u3002\u201d<\/p>\n

VMware\u9996\u5e2d\u57f7\u884c\u5b98Hock Tan\u5728\u8ca1\u5831\u5f8c\u96fb\u8a71\u6703\u8b70\u4e0a\u8868\u793a\uff0cVMware\u7684\u975e\u6838\u5fc3\u7d42\u7aef\u7528\u6236\u8a08\u7b97\u548cCarbon Black\u696d\u52d9\u5c07\u88ab\u525d\u96e2\uff0c\u9019\u8b49\u5be6\u4e86\u6b64\u524d\u5a92\u9ad4\u7684\u5831\u9053\u3002<\/p>\n

\u535a\u901a\u9084\u9810\u6e2c\uff0c\u5e74\u5ea6\u8abf\u6574\u5f8cEBITDA\u7d04\u70ba\u9810\u8a08\u6536\u5165\u768460%\uff0c\u7d04\u70ba300\u5104\u7f8e\u5143\uff0c\u6bd42023\u5e74EBITDA\u9810\u8a08\u589e\u52a0\u8fd170\u5104\u7f8e\u5143\u3002\u535a\u901a\u6700\u521d\u7684\u76ee\u6a19\u662f\u5728\u4ea4\u6613\u7d50\u675f\u5f8c\u4e09\u5e74\u5167\u5c07VMware\u7684EBITDA\u8ca2\u737b\u63d0\u9ad8\u523085\u5104\u7f8e\u5143\u3002<\/p>\n

\u9996\u5e2d\u8ca1\u52d9\u5b98Kristen Spears\u5728\u96fb\u8a71\u6703\u8b70\u4e0a\u8868\u793a\uff0c\u8a72\u516c\u53f8\u9084\u9810\u8a08\u5c07\u627f\u64d4\u7d0410\u5104\u7f8e\u5143\u7684\u8207VMware\u76f8\u95dc\u7684\u904e\u6e21\u6210\u672c\u3002<\/p>\n

\u535a\u901a\u4f86\u81ea\u96fb\u4fe1\u548c\u4f01\u696d\u5ba2\u6236\u7684\u6536\u5165\u6709\u6240\u653e\u7de9\uff0c\u800c\u4e14\u7531\u65bc\u4e3b\u8981\u5ba2\u6236\u601d\u79d1\u7cfb\u7d71\u516c\u53f8\uff08CSCO\uff09<\/a>\u8868\u793a\u65b0\u8a02\u55ae\u589e\u9577\u653e\u7de9\uff0c\u5206\u6790\u5e2b\u64d4\u5fc3\u535a\u901a\u4e5f\u6703\u53d7\u5230\u5f71\u97ff\u3002\u5206\u6790\u5e2bKinngai Chan\u8868\u793a\uff1a\u201c\u6211\u5011\u7e7c\u7e8c\u770b\u5230\u535a\u901a\u670d\u52d9\u63d0\u4f9b\u5546\u548c\u4f01\u696d\u696d\u52d9\u7684\u9700\u6c42\u74b0\u5883\u559c\u6182\u53c3\u534a\u3002\u201d<\/p>\n

\u4f86\u81ea\u82f1\u5049\u9054(NVDA)<\/a>\u7684\u7af6\u722d\u66f4\u662f\u96ea\u4e0a\u52a0\u971c\uff0c\u8a72\u516c\u53f8\u7684InfiniBand\u88ab\u7528\u4f5c\u535a\u901a\u4eba\u5de5\u667a\u80fd\u6838\u5fc3\u7522\u54c1\u7684\u66ff\u4ee3\u54c1\u3002<\/p>\n

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