{"id":492220,"date":"2024-03-26T00:43:31","date_gmt":"2024-03-26T07:43:31","guid":{"rendered":"https:\/\/nai500.com\/blog\/2024\/03\/%e6%8a%93%e4%bd%8f%e8%a1%8c%e4%b8%9a%e9%a3%8e%e5%8f%a3%ef%bc%9a2024%e5%b9%b4%e7%be%8e%e8%82%a1%e5%8d%8a%e5%af%bc%e4%bd%93%e8%82%a1%e7%a5%a8%e7%b2%be%e9%80%89\/"},"modified":"2024-03-26T00:43:45","modified_gmt":"2024-03-26T07:43:45","slug":"%e6%8a%93%e4%bd%8f%e8%a1%8c%e6%a5%ad%e9%a2%a8%e5%8f%a3%ef%bc%9a2024%e5%b9%b4%e7%be%8e%e8%82%a1%e5%8d%8a%e5%b0%8e%e9%ab%94%e8%82%a1%e7%a5%a8%e7%b2%be%e9%81%b8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2024\/03\/%e6%8a%93%e4%bd%8f%e8%a1%8c%e6%a5%ad%e9%a2%a8%e5%8f%a3%ef%bc%9a2024%e5%b9%b4%e7%be%8e%e8%82%a1%e5%8d%8a%e5%b0%8e%e9%ab%94%e8%82%a1%e7%a5%a8%e7%b2%be%e9%81%b8\/","title":{"rendered":"\u6293\u4f4f\u884c\u696d\u98a8\u53e3\uff1a2024\u5e74\u7f8e\u80a1\u534a\u5c0e\u9ad4\u80a1\u7968\u7cbe\u9078"},"content":{"rendered":"<p>\u5982\u679c\u4f60\u662f\u534a\u5c0e\u9ad4\u884c\u696d\u7684\u6295\u8cc7\u8005\uff0c2024\u5e74\u4e00\u5b63\u5ea6\u7684\u6295\u8cc7\u6536\u76ca\u4e00\u5b9a\u4e0d\u6703\u8b93\u4f60\u5931\u671b\u3002\u4eca\u5e74\u622a\u81f33\u670822\u65e5\uff0c\u7f8e\u80a1\u534a\u5c0e\u9ad4\u6307\u6578ETF iShares Semiconductor ETF\uff08SOXX\uff09\u4e0a\u6f3221.9%\uff0c\u540c\u671f\u6a19\u666e\u5168\u7403\u534a\u5c0e\u9ad4\u6307\u6578\u4e0a\u6f3219.5%\u3002\u904e\u53bb\u4e00\u5e74\uff0cSOXX\u4ee5\u53ca\u6307\u6578\u7684\u6536\u76ca\u7387\u5206\u5225\u70ba84.1%\u548c64.4%\u3002<\/p>\n<p>\u4e0d\u904e\u51e1\u4e8b\u904e\u7336\u4e0d\u53ca\uff0c\u7121\u8ad6\u662f\u4ea4\u6613\u54e1\u9084\u662f\u884c\u696d\u5c08\u696d\u4eba\u58eb\uff0c\u9019\u5834\u534a\u5c0e\u9ad4\u72c2\u6b61\u5373\u5c07\u964d\u6eab\u7684\u6c1b\u570d\u4e5f\u958b\u59cb\u6162\u6162\u64f4\u6563\u30023\u6708\u524d\u5169\u5468\uff0cSOXX\u4e0b\u8dcc3.5%\uff0c\u52751\u6708\u4ee5\u4f86\u7684\u6700\u5927\u8dcc\u5e45\u30023\u6708\u4e2d\u65ec\uff0c\u6f32\u52e2\u8fc5\u731b\u7684\u82f1\u5049\u9054\u80a1\u50f9\u4e0b\u8dcc4%\u3002\u4f46\u662f\uff0c\u8b93\u4eba\u60f3\u4e0d\u5230\u7684\u662f\u4f46\u53c8\u5728\u60c5\u7406\u4e4b\u4e2d\u7684\u662f\uff0cSOXX\u548c\u82f1\u5049\u9054\u7684\u80a1\u50f9\u96a8\u5f8c\u53cd\u5f48\uff0c\u8b93\u7a7a\u982d\u5011\u518d\u6b21\u5931\u671b\u800c\u6b78\u3002<\/p>\n<p>\u6709\u53e5\u8a71\u8aaa\u5f97\u597d\uff0c\u98a8\u53e3\u4f86\u4e86\uff0c\u8c6c\u90fd\u80fd\u98db\u4e0a\u5929\u3002\u6309\u7167\u76ee\u524d\u7684\u614b\u52e2\uff0c\u534a\u5c0e\u9ad4\u884c\u696d\u7684\u98a8\u53e3\u9084\u5728\u52c1\u5439\uff0c\u5982\u679c\u4f60\u60f3\u628a\u63e1\u5176\u4e2d\u7684\u6a5f\u6703\uff0c\u4e0b\u9762\u90197\u53ea\u534a\u5c0e\u9ad4\u80a1\u7968\u53ef\u4ee5\u8aaa\u662f\u6838\u5fc3\u6301\u80a1\u3002<\/p>\n<table width=\"552\">\n<tbody>\n<tr>\n<td>\u534a\u5c0e\u9ad4\u80a1\u7968<\/td>\n<td>\u4eca\u5e74\u8fc4\u4eca\u622a\u81f33\u670822\u65e5\u7684\u6536\u76ca\u7387<\/td>\n<\/tr>\n<tr>\n<td>NXP Semiconductors NV (NXPI)<\/td>\n<td>6.8%<\/td>\n<\/tr>\n<tr>\n<td>Qualcomm Inc. (QCOM)<\/td>\n<td>18.2%<\/td>\n<\/tr>\n<tr>\n<td>Monolithic Power Systems Inc. (MPWR)<\/td>\n<td>6.6%<\/td>\n<\/tr>\n<tr>\n<td>Taiwan Semiconductor Manufacturing Co. Ltd. (TSM)<\/td>\n<td>35.7%<\/td>\n<\/tr>\n<tr>\n<td>Nvidia Corp. (NVDA)<\/td>\n<td>90.4%<\/td>\n<\/tr>\n<tr>\n<td>On Semiconductor Corp. (ON)<\/td>\n<td>-10.6%<\/td>\n<\/tr>\n<tr>\n<td>Advanced Micro Devices Inc. (AMD)<\/td>\n<td>21.9%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>\u7f8e\u80a1\u534a\u5c0e\u9ad4\u80a1\u79681\uff1a\u6069\u667a\u6d66\u534a\u5c0e\u9ad4<\/h2>\n<p><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=NXPI\">\u6069\u667a\u6d66\u534a\u5c0e\u9ad4NXP Semiconductors\uff08NASDAQ:NXPI\uff09<\/a>\u80a1\u7968\u76ee\u524d\u7684\u52d5\u614b\u5e02\u76c8\u7387\u53ea\u670915\uff0c\u80a1\u606f\u73871.7%\uff0c\u4f46\u80a1\u50f9\u4eca\u5e74\u8fc4\u4eca\u7684\u6536\u76ca\u7387\u53ea\u67096.8%\uff0c\u4e0d\u50c5\u4f4e\u65bc\u534a\u5c0e\u9ad4\u884c\u696d\uff0c\u751a\u81f3\u9084\u6bd4\u4e0d\u4e0a\u6a19\u666e500\u6307\u6578\u76849.7%\u3002\u7a76\u5176\u539f\u56e0\uff0c\u6c7d\u8eca\u884c\u696d\u8ca2\u737b\u4e86\u8a72\u516c\u53f8\u6536\u5165\u768450%\uff0c\u800c\u5fb7\u52e4\u6700\u65b0\u7684\u7814\u7a76\u986f\u793a\uff0c2024\u5e74\u53ea\u670911%\u7684\u6d88\u8cbb\u8005\u6709\u8cfc\u7f6e\u6df7\u5408\u52d5\u529b\u8eca\u6216\u8005\u662f\u96fb\u52d5\u8eca\u7684\u6253\u7b97\uff0c\u65b0\u8eca\u548c\u96fb\u52d5\u8eca\u92b7\u552e\u90fd\u4e0d\u7406\u60f3\u3002<\/p>\n<h2>\u7f8e\u80a1\u534a\u5c0e\u9ad4\u80a1\u79682\uff1a\u9ad8\u901a<\/h2>\n<p>\u9ad8\u901aQualcomm\uff08NASDAQ:QCOM\uff09\u80a1\u50f9\u5e74\u521d\u81f3\u4eca\u4e0a\u6f32\u4e8618.2%\uff0c\u80a1\u606f\u73871.9%\u3002\u4f5c\u70ba\u5168\u7403\u6700\u5927\u7684\u7121\u7dda\u8a2d\u5099\u88fd\u9020\u5546\u4e4b\u4e00\uff0c\u9ad8\u901a\u7684\u8655\u7406\u5668\u88ab\u5e7e\u4e4e\u6240\u6709\u5927\u578b\u624b\u6a5f\u88fd\u9020\u5546\u63a1\u7528\u3002\u5118\u7ba1\u7121\u7dda\u5e02\u5834\u9700\u6c42\u4e0b\u964d\uff0c\u4f46\u8a72\u516c\u53f8\u5831\u544a2024\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684\u696d\u7e3e\u4f9d\u7136\u5f37\u52c1\uff0c\u5176\u4e2d\u71df\u6536\u540c\u6bd4\u589e\u95775%\u81f399\u5104\u7f8e\u5143\u3002\u7136\u800c\uff0c\u5206\u6790\u5e2b\u5c0d\u9019\u53ea\u80a1\u7968\u7684\u71b1\u60c5\u6709\u6240\u6e1b\u9000\uff0c\u82b1\u65d7\u5206\u6790\u5e2bChristopher Danely\u5728\u4e00\u4efd\u6700\u65b0\u7814\u7a76\u5831\u544a\u4e2d\u5c07\u9ad8\u901a\u80a1\u7968\u7684\u8a55\u7d1a\u5f9e\u201c\u8cb7\u5165\u201d\u8abf\u964d\u81f3\u201c\u4e2d\u6027\u201d\u3002<\/p>\n<h2>\u7f8e\u80a1\u534a\u5c0e\u9ad4\u80a1\u79683\uff1aMonolithic Power Systems<\/h2>\n<p>\u904e\u53bb\u4e00\u500b\u6708\uff0cMonolithic Power Systems Inc\uff08NASDAQ:MPWR\uff09\u7684\u80a1\u50f9\u4e0b\u8dcc\u4e869.3%\u3002\u4e0d\u904e\uff0c\u8a72\u516c\u53f82024\u5e742\u6708\u5831\u544a\u4e86\u51fa\u8272\u7684\u5b63\u5ea6\u696d\u7e3e\uff0c\u5176\u4e2d\u5ba2\u6236\u5c0d\u7522\u54c1\u7684\u9700\u6c42\u4ecd\u7136\u6301\u7e8c\u9ad8\u6f32\u3002\u516c\u53f8\u5728\u5275\u65b0\u65b9\u9762\u4e5f\u505a\u5f97\u5f88\u597d\uff0c\u64c1\u6709\u8d85\u904e1700\u9805\u88fd\u9020\u548c\u8a2d\u8a08\u5c08\u5229\uff0c\u71df\u6536\u768487%\u4f86\u81ea\u4e9e\u6d32\u3002\u8003\u616e\u5230\u5168\u7403\u7d93\u6fdf\u6301\u7e8c\u6539\u5584\u7684\u5927\u80cc\u666f\uff0c\u696d\u5167\u5206\u6790\u5e2b\u4f3c\u4e4e\u4e00\u81f4\u8a8d\u70ba\u8a72\u516c\u53f8\u76ee\u524d\u7684\u56f0\u5883\u5c07\u57282024\u5e74\u6d88\u6563\u3002<\/p>\n<h2>\u7f8e\u80a1\u534a\u5c0e\u9ad4\u80a1\u79684\uff1a\u53f0\u7a4d\u96fb<\/h2>\n<p>\u53f0\u7a4d\u96fbTaiwan Semiconductor 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H200 Tensor \u9177\u777fGPU\u88ab\u6436\u8cfc\u4e00\u7a7a\uff0c\u6bd4\u5982\u8aaaMeta\u5c31\u5ba3\u4f48\u5c07\u63a1\u8cfc105\u5104\u7f8e\u5143\u7684H100 GPU\u3002\u516c\u53f8\u6700\u8fd1\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u9577265%\uff0c\u540c\u6642\u5e02\u5834\u5c0d\u65bc\u82f1\u5049\u9054\u82af\u7247\u652f\u6301\u7684AI\u670d\u52d9\u5668\u7684\u9700\u6c42\u4f9d\u7136\u65fa\u76db\uff0c\u56e0\u6b64\u8a72\u516c\u53f8\u5927\u6982\u7387\u5c07\u7dad\u6301\u7576\u524d\u7684\u9ad8\u589e\u9577\u614b\u52e2\u3002<\/p>\n<h2>\u7f8e\u80a1\u534a\u5c0e\u9ad4\u80a1\u79686\uff1a\u5b89\u68ee\u7f8e\u534a\u5c0e\u9ad4<\/h2>\n<p>\u5b89\u68ee\u7f8e\u534a\u5c0e\u9ad4ON 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