{"id":545024,"date":"2024-07-05T19:48:36","date_gmt":"2024-07-06T02:48:36","guid":{"rendered":"https:\/\/nai500.com\/blog\/2024\/07\/%e7%bd%95%e8%a7%81%e8%8b%b1%e4%bc%9f%e8%be%be%e8%82%a1%e7%a5%a8%e5%9c%a8%e5%a4%a7%e6%b6%a8%e5%90%8e%e9%81%ad%e9%99%8d%e7%ba%a7\/"},"modified":"2024-07-05T19:49:10","modified_gmt":"2024-07-06T02:49:10","slug":"%e7%bd%95%e8%a6%8b%e8%8b%b1%e5%81%89%e9%81%94%e8%82%a1%e7%a5%a8%e5%9c%a8%e5%a4%a7%e6%bc%b2%e5%be%8c%e9%81%ad%e9%99%8d%e7%b4%9a","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2024\/07\/%e7%bd%95%e8%a6%8b%e8%8b%b1%e5%81%89%e9%81%94%e8%82%a1%e7%a5%a8%e5%9c%a8%e5%a4%a7%e6%bc%b2%e5%be%8c%e9%81%ad%e9%99%8d%e7%b4%9a\/","title":{"rendered":"\u7f55\u898b\uff01\u82f1\u5049\u9054\u80a1\u7968\u5728\u5927\u6f32\u5f8c\u906d\u964d\u7d1a"},"content":{"rendered":"<p>New Street Research\u5206\u6790\u5e2bPierre Ferragu\u8868\u793a\uff0c<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=NVDA\">\u82f1\u5049\u9054(NVDA)<\/a>\u80a1\u7968\u7684\u66f4\u591a\u4e0a\u6f32\u7a7a\u9593\u53ea\u6709\u5728\u725b\u5e02\u60c5\u6cc1\u4e0b\u624d\u6703\u5be6\u73fe\uff0c\uff0c\u4e5f\u5c31\u662f\u8aaa\uff0c2025\u5e74\u4ee5\u5f8c\u7684\u524d\u666f\u5927\u5e45\u6539\u5584\uff0c\u800c\u6211\u5011\u76ee\u524d\u9084\u4e0d\u78ba\u5b9a\u9019\u7a2e\u60c5\u6cc1\u662f\u5426\u6703\u5be6\u73fe\u3002\u5118\u7ba1\u7279\u8a31\u7d93\u71df\u7684\u8cea\u91cf\u4ecd\u7136\u5b8c\u597d\u7121\u640d\uff0c\u4f46\u5982\u679c\u7576\u524d\u524d\u666f\u4fdd\u6301\u4e0d\u8b8a\uff0c\u5247\u82f1\u5049\u9054\u80a1\u7968\u5b58\u5728\u964d\u7d1a\u98a8\u96aa\u3002\u81ea\u53bb\u5e74\u5e74\u521d\u4ee5\u4f86\uff0c\u5c08\u6ce8\u65bc\u4eba\u5de5\u667a\u80fd\u7684\u82af\u7247\u88fd\u9020\u5546\u82f1\u5049\u9054\u80a1\u50f9\u4e00\u8def\u98c6\u5347\uff0c\u4f46\u6700\u7d42\u5df2\u5931\u53bb\u4e0a\u6f32\u7a7a\u9593\u3002<\/p>\n<p>Ferragu\u5c07\u82f1\u5049\u9054\u7684\u80a1\u7968\u8a55\u7d1a\u5f9e\u201c\u8cb7\u5165\u201d\u4e0b\u8abf\u81f3\u201c\u4e2d\u6027\u201d\uff0c\u4e26\u5beb\u9053\uff0c\u8a72\u80a1\u5728\u4eca\u5e74\u98c6\u5347154%\u5f8c\u5df2\u5145\u5206\u4f30\u503c\uff0c2023\u5e74\u5247\u4e0a\u6f32\u8fd1240%\u3002\u9031\u4e94\uff0c\u8a72\u80a1\u4e0b\u8dcc1.9%\uff0c\u800c\u7d0d\u65af\u9054\u514b100\u6307\u6578\u4e0a\u6f321%\u3002<\/p>\n<p>\u82f1\u5049\u9054\u662f\u4eca\u5e74\u6a19\u666e500\u6307\u6578\u6210\u5206\u80a1\u4e2d\u8868\u73fe\u7b2c\u4e8c\u597d\u7684\u516c\u53f8\uff0c\u50c5\u6b21\u65bc\u4eba\u5de5\u667a\u80fd\u6295\u8cc7\u8005\u9752\u775e\u7684\u53e6\u4e00\u5bb6\u516c\u53f8<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=SMCI\">\u8d85\u5fae\u96fb\u8166(SMCI)<\/a>\u3002\u6b64\u6b21\u4e0a\u6f32\u4f7f\u82f1\u5049\u9054\u7684\u5e02\u503c\u589e\u52a0\u4e86\u8fd11.9\u842c\u5104\u7f8e\u5143\uff0c\u4e26\u4e00\u5ea6\u6210\u70ba\u5168\u7403\u6700\u5927\u516c\u53f8\u3002<\/p>\n<p>\u5c0d\u65bc\u4e00\u5bb6\u5df2\u6210\u70ba\u4eba\u5de5\u667a\u80fd\u652f\u51fa\u71b1\u6f6e\u6700\u5927\u53d7\u76ca\u8005\u7684\u516c\u53f8\u4f86\u8aaa\uff0c\u5206\u6790\u5e2b\u4e0b\u8abf\u8a55\u7d1a\u7684\u60c5\u6cc1\u5f88\u5c11\u898b\u3002\u8fd190%\u7684\u5206\u6790\u5e2b\u5efa\u8b70\u8cb7\u5165\u8a72\u80a1\u3002\u7136\u800c\uff0c\u4f30\u503c\u7d93\u5e38\u88ab\u8a8d\u70ba\u662f\u4e00\u500b\u554f\u984c\u3002\u82f1\u5049\u9054\u672a\u4f8612\u500b\u6708\u9810\u671f\u6536\u5165\u7684\u5e02\u76c8\u7387\u8d85\u904e22\u500d\uff0c\u6309\u9019\u4e00\u6a19\u6e96\u8861\u91cf\uff0c\u8a72\u80a1\u662f\u6a19\u666e500\u6307\u6578\u6210\u5206\u80a1\u4e2d\u4f30\u503c\u6700\u9ad8\u7684\u80a1\u7968\u3002<\/p>\n<p>New Street\u70ba\u82f1\u5049\u9054\u8a2d\u5b9a\u4e86\u4e00\u5e74\u671f\u76ee\u6a19\u50f9\u70ba135\u7f8e\u5143\u3002\u9664\u4e86\u82f1\u5049\u9054\uff0cNew Street\u9084\u770b\u597dAdvanced Micro Devices Inc.\u548c\u53f0\u7a4d\u96fb\u3002New Street\u5728\u4e00\u4efd\u5831\u544a\u4e2d\u8868\u793a\uff0c<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=AMD\">AMD (AMD)<\/a>\u548c<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=TSMC\">\u53f0\u7a4d\u96fb(TSMC)<\/a>\u662f\u4eba\u5de5\u667a\u80fd\u80a1\u4e2d\u6700\u503c\u5f97\u64c1\u6709\u7684\u80a1\u7968\uff0c\u5728\u6211\u5011\u7684\u57fa\u6e96\u548c\u9ad8\u9ede\u60c5\u666f\u4e0b\u90fd\u5177\u6709\u5f37\u52c1\u7684\u4e0a\u6f32\u7a7a\u9593\uff0c\u5728\u5176\u4ed6\u4eba\u5de5\u667a\u80fd\u6982\u5ff5\u80a1\u4e2d\uff0c<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=AVGO\">\u535a\u901a(AVGO)<\/a>\u3001<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=ANET\">Arista Networks (ANET)<\/a>\u548c<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=MU\">\u7f8e\u5149\u79d1\u6280(MU)<\/a>\u90fd\u4ecd\u5177\u5438\u5f15\u529b\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>New Street Research\u5206\u6790\u5e2bPierre Ferragu\u8868\u793a\uff0c\u82f1\u5049\u9054(NVDA)\u80a1\u7968\u7684\u66f4\u591a\u4e0a\u6f32 [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":545022,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426],"tags":[675,1788,2174,2177],"class_list":["post-545024","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hant","tag--zh-hant","tag-1788","tag-2174","tag-2177","sectors-financial-products-zh-hant","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\/545024","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\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=545024"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/545024\/revisions"}],"predecessor-version":[{"id":545027,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/545024\/revisions\/545027"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/545022"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=545024"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=545024"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=545024"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}