Western Digital \u80a1\u50f9\u5728\u76e4\u4e2d\u4e0a\u6f32\u7d04 9% \u81f3\u65b0\u9ad8\u9644\u8fd1 116.74\uff0c\u7f8e\u80a1\u4eca\u5e74\u4f86\u5df2\u7d2f\u8a08\u4e09\u4f4d\u6578\u6f32\u5e45\uff0c\u56e0\u70ba AI \u57fa\u790e\u8a2d\u65bd\u652f\u51fa\u5f37\u5316\u4e86\u5132\u5b58\u5ee0\u5546\u5c0d\u50f9\u683c\u8207\u7372\u5229\u7684\u638c\u63a7\u3002\u6b64\u6ce2\u8d70\u52e2\u6e90\u81ea\u4e00\u500b\u5927\u5e45\u8d85\u9810\u671f\u7684\u5b63\u5ea6\uff0c\u5c07\u6bcf\u80a1\u76c8\u9918\u5f9e\u8667\u8f49\u76c8\uff0c\u52a0\u4e0a\u5206\u6790\u5e2b\u5927\u5e45\u4e0a\u4fee\u76ee\u6a19\u50f9\uff0c\u63a8\u52d5\u6295\u8cc7\u4eba\u8ffd\u9010\u9019\u4f4d AI \u4f9b\u61c9\u93c8\u4e2d\u7684\u65b0\u9818\u5c0e\u8005\u3002\u300c\u6bcf\u500b\u8cc7\u6599\u4e2d\u5fc3\u90fd\u9700\u8981\u5927\u91cf\u5132\u5b58\uff0c\u300dRosenblatt \u7684 Kevin Cassidy \u8868\u793a\uff0c\u7a31\u50b3\u7d71\u786c\u789f\u662f\u9762\u5c0d AI \u8cc7\u6599\u6d2a\u6d41\u6642\u6210\u672c\u6700\u4f4e\u7684\u5927\u5bb9\u91cf\u5132\u5b58\u9078\u64c7\u3002<\/p>\n
\u6558\u4e8b\u91cd\u5fc3\u5df2\u5f9e PC \u75b2\u5f31\u8f49\u5411\u8d85\u5927\u898f\u6a21\u6210\u9577\u3002Western Digital \u5df2\u6210\u70ba\u5bb9\u91cf\u578b\u4f01\u696d\u7d1a\u786c\u789f\u7684\u7d14\u7cb9\u62bc\u6ce8\u6a19\u7684\uff0c\u9019\u985e nearline \u7684\u5de5\u4f5c\u99ac\u5f0f\u786c\u789f\u662f\u8d85\u5927\u898f\u6a21\u696d\u8005\u4ee5\u6a5f\u6ac3\u70ba\u55ae\u4f4d\u90e8\u7f72\u7684\u4e3b\u529b\u3002\u96a8\u8457\u96f2\u7aef\u696d\u8005\u64f4\u5efa AI \u8a13\u7df4\u8207\u63a8\u8ad6\u53e2\u96c6\uff0c\u4ed6\u5011\u9700\u8981\u4fbf\u5b9c\u4e14\u5bc6\u96c6\u7684\u5132\u5b58\u4f86\u5009\u5132\u6578 TB \u7684\u8a13\u7df4\u8cc7\u6599\u8207\u6a21\u578b\u7522\u51fa\u7684\u8cc7\u6599\u3002\u9019\u6b63\u662f HDD \u5728\u6bcf\u4f4d\u5143\u6210\u672c\u4e0a\u4ecd\u512a\u65bc\u56fa\u614b\u786c\u789f\u7684\u9818\u57df\u3002\u7d93\u6b77\u591a\u5e74\u5728 PC \u5e02\u5834\u88ab SSD \u6436\u8d70\u5e02\u5360\u5f8c\uff0cWestern Digital \u6b63\u8f49\u5411\u5be6\u969b\u53d7\u60e0\u65bc SSD \u8f49\u8b8a\u7684\u7d30\u5206\u5e02\u5834\uff1a\u7576 PC \u9006\u98a8\u5927\u81f4\u904e\u53bb\uff0c\u5269\u9918\u9700\u6c42\u96c6\u4e2d\u65bc\u64c1\u6709\u8f03\u4f73\u8b70\u50f9\u80fd\u529b\u8207\u8f03\u9577\u53ef\u898b\u5ea6\u7684\u8cc7\u6599\u4e2d\u5fc3\u3002<\/p>\n
Western Digital \u6700\u65b0\u4e00\u5b63\u6578\u5b57\u652f\u6490\u4e86\u9019\u9805\u8ad6\u9ede\u3002\u6de8\u92b7\u552e\u5e74\u589e 41%\uff0c\u4e3b\u8981\u4f86\u81ea HDD\u3001SSD \u8207 Flash \u51fa\u8ca8\u589e\u52a0\u3002\u6bdb\u5229\u7387\u5f9e\u53bb\u5e74\u7684 16.2% \u6fc0\u589e\u81f3 35.4%\uff0c\u53d7\u60e0\u65bc\u8f03\u5805\u633a\u7684\u50f9\u683c\u8207\u9ad8\u5bb9\u91cf\u786c\u789f\u7684\u8f03\u4f73\u7522\u54c1\u7d44\u5408\u3002\u7a00\u91cb\u6bcf\u80a1\u76c8\u9918\u5f9e\u53bb\u5e74\u540c\u671f\u8667\u640d\u53cd\u5f48\u81f3 1.77\u3002\u9019\u500b\u8f49\u8b8a\u53cd\u6620\u51fa HDD \u8207 NAND \u6574\u9ad4\u6578\u5e74\u7684\u4f9b\u7d66\u7d00\u5f8b\uff0c\u518d\u52a0\u4e0a\u7522\u696d\u6574\u5408\u52d5\u614b\u3002\u9010\u6f38\u589e\u539a\u7684\u8a02\u55ae\u66f8\u8207\u6709\u7d00\u5f8b\u7684\u7522\u80fd\u7ba1\u7406\uff0c\u8b93 Western Digital \u80fd\u5728\u4e0d\u5931\u53bb\u5e02\u5360\u7684\u60c5\u6cc1\u4e0b\u5c07\u6f32\u50f9\u8f49\u5ac1\u51fa\u53bb\u3002\u9019\u7a2e\u71df\u904b\u69d3\u687f\u6b63\u662f\u8a72\u80a1\u91cd\u65b0\u7372\u5f97\u4f30\u503c\u7684\u539f\u56e0\uff1a\u6295\u8cc7\u4eba\u9858\u610f\u70ba\u9019\u985e\u696d\u754c\u5c11\u898b\u7684\u53ef\u898b\u5ea6\u652f\u4ed8\u6ea2\u50f9\u3002<\/p>\n
\u5728\u8ce3\u65b9\u5e02\u5834\uff0c\u60c5\u7dd2\u5df2\u660e\u986f\u8f49\u70ba\u504f\u591a\u3002\u591a\u5bb6\u6a5f\u69cb\u5728\u8ca1\u5831\u5f8c\u4e0a\u8abf\u9810\u4f30\u8207\u76ee\u6a19\u50f9\uff0c\u7406\u7531\u5305\u62ec\u8cc7\u7522\u8ca0\u50b5\u8868\u4fee\u5fa9\u3001\u56de\u994b\u8cc7\u672c\u8def\u5f91\u66f4\u6e05\u6670\uff0c\u4ee5\u53ca\u4f9b\u7d66\u9762\u7dca\u7e43\u3002Morgan Stanley \u7dad\u6301 Overweight \u8a55\u7b49\u4e26\u6307\u51fa\uff0c\u69d3\u687f\u4e0b\u964d\u5f8c\u6709\u767c\u653e\u80a1\u5229\u7684\u6f5b\u529b\u3002Benchmark \u8abf\u5347\u70ba Buy\uff0c\u8a8d\u70ba\u8cc7\u6599\u4e2d\u5fc3\u8207 AI \u7684\u9806\u98a8\u5c07\u5ef6\u7e8c\u3002Evercore ISI \u5247\u5c0f\u5e45\u4e0b\u4fee\u76ee\u6a19\u4f46\u7dad\u6301 Outperform\uff0c\u65e2\u80af\u5b9a\u731b\u70c8\u6f32\u52e2\uff0c\u4e5f\u63d0\u9192\u5132\u5b58\u4ecd\u5177\u9031\u671f\u6027\u3002Rosenblatt \u7684 Cassidy \u5c07\u591a\u982d\u8ad6\u8ff0\u7c21\u55ae\u5316\uff1a\u8cc7\u6599\u4e2d\u5fc3\u6703\u5728\u672a\u4f86\u5169\u5230\u56db\u5e74\u898f\u756b\u90e8\u7f72\uff0c\u66f4\u591a\u8cc7\u6599\u5e36\u4f86\u66f4\u597d\u7684 AI \u7d50\u679c\u3002\u5728\u5e02\u5834\u7f3a\u4e4f\u53ef\u6301\u4e45\u62bc\u6ce8 AI\uff08GPU \u4e4b\u5916\uff09\u7684\u60c5\u6cc1\u4e0b\uff0c\u5132\u5b58\u770b\u8d77\u4f86\u50cf\u4e0b\u4e00\u500b\u884d\u751f\u8d0f\u5bb6\u3002<\/p>\n
\u9019\u4e26\u975e\u55ae\u4e00\u500b\u80a1\u7684\u7368\u7acb\u98c6\u5347\u3002Seagate Technology\uff0c\u53e6\u4e00\u5bb6 nearline HDD \u5927\u5ee0\uff0c\u662f S&P 500 \u8868\u73fe\u6700\u4f73\u8005\uff0c\u6f32\u5e45\u8d85\u904e 150%\uff0c\u6295\u8cc7\u4eba\u5df2\u5c07\u6301\u7e8c\u7684\u8d85\u5927\u898f\u6a21\u9700\u6c42\u8a08\u5165\u80a1\u50f9\u3002\u7576\u5169\u5927\u9818\u5c0e\u8005\u90fd\u72c2\u98c6\u6642\uff0c\u9019\u4e0d\u53ea\u662f\u8c9d\u5854\u6548\u61c9\u3002\u9019\u4ee3\u8868\u5e02\u5834\u76f8\u4fe1\u70ba\u671f\u6578\u5e74\u7684\u8cc7\u672c\u652f\u51fa\u5faa\u74b0\u8207\u7dca\u7e2e\u7684\u4f9b\u61c9\u5546\u7fa4\u3002\u5c11\u6578\u5ee0\u5546\u4e3b\u5c0e\u5bb9\u91cf\u578b\u4f01\u696d\u786c\u789f\u5e02\u5834\uff0c\u9019\u7a2e\u96c6\u4e2d\u5f80\u5f80\u8f49\u5316\u70ba\u7406\u6027\u5316\u751f\u7522\u3001\u8f03\u5805\u633a\u7684\u5e73\u5747\u552e\u50f9\uff0c\u4ee5\u53ca\u5728\u51fa\u8ca8\u91cf\u4e0a\u5347\u6642\u5e36\u4f86\u8c50\u539a\u7684\u908a\u969b\u5229\u6f64\u3002Western Digital \u7684\u4e0a\u6f32\u540c\u6a23\u7531\u76f8\u540c\u6a5f\u5236\u63a8\u52d5\uff1a\u8d85\u5927\u898f\u6a21\u696d\u8005\u60f3\u8981\u4ee5\u6700\u4f4e\u6210\u672c\u53d6\u5f97 PB \u7d1a\u5132\u5b58\uff0c\u800c\u5c11\u6578\u4f9b\u61c9\u5546\u6c60\u5177\u5099\u5728\u64f4\u5145\u7522\u80fd\u6642\u7dad\u6301\u50f9\u683c\u7684\u69d3\u687f\u3002<\/p>\n
\u4efb\u4f55\u8207 AI \u76f8\u95dc\u7684\u9805\u76ee\u90fd\u6703\u4f34\u96a8\u6ce1\u6cab\u8b70\u8ad6\uff0c\u5132\u5b58\u4e5f\u4e0d\u4f8b\u5916\u3002\u7a7a\u982d\u6703\u6307\u51fa\u5178\u578b\u7684\u9031\u671f\u672b\u75c5\u5fb5\uff1a\u500d\u6578\u5927\u5e45\u64f4\u5f35\u3001\u8d85\u5927\u898f\u6a21\u696d\u8005\u63d0\u524d\u4e0b\u55ae\uff0c\u4ee5\u53ca\u904e\u53bb\u7684\u7e41\u69ae\u5e38\u4ee5\u5efa\u7f6e\u904e\u91cf\u8207\u6298\u50f9\u6536\u5834\u3002\u9019\u4e9b\u98a8\u96aa\u78ba\u5be6\u5b58\u5728\u3002\u4e0d\u540c\u4e4b\u8655\u5728\u65bc\u9019\u6b21\u7684\u8cc7\u7522\u8ca0\u50b5\u8868\u8207\u4f9b\u7d66\u7acb\u5834\u3002Western Digital \u8207\u540c\u696d\u5728\u6676\u5713\u555f\u52d5\u8207\u786c\u789f\u751f\u7522\u4e0a\u8f03\u70ba\u7bc0\u5236\uff0c\u7ba1\u7406\u5c64\u4e5f\u5728\u6bdb\u5229\u4fee\u5fa9\u5f8c\u624d\u5c08\u6ce8\u65bc\u73fe\u91d1\u56de\u994b\u3002\u6700\u65b0\u8ca1\u5831\u986f\u793a\u9019\u7a2e\u514b\u5236\u6b63\u5728\u898b\u6548\u3002\u5982\u679c\u9700\u6c42\u8d70\u8edf\uff0c\u50f9\u683c\u97cc\u6027\u61c9\u6bd4\u4ee5\u5f80\u856d\u689d\u671f\u66f4\u5f37\uff0c\u800c\u516c\u53f8\u4e5f\u4e0d\u6703\u5728\u5be6\u52d9\u4e0a\u908a\u8dcc\u908a\u5b78\u3002<\/p>\n
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GPU \u6436\u76e1\u982d\u689d\uff0c\u4f46\u5132\u5b58\u662f\u4ee5\u898f\u6a21\u79fb\u52d5 AI \u8cc7\u6599\u7684\u6536\u8cbb\u516c\u8def\u3002Western Digital \u6b63\u5c07\u81ea\u5df1\u5b9a\u4f4d\u70ba\u6536\u8cbb\u7ad9\uff0c\u7522\u54c1\u7d44\u5408\u8207\u5be6\u969b\u8cc7\u91d1\u6d41\u5411\u4fdd\u6301\u4e00\u81f4\u3002\u6700\u65b0\u4e00\u5b63\u8b49\u660e\u5728 AI \u8cc7\u672c\u652f\u51fa\u4e0a\u5347\u5faa\u74b0\u4e2d\u6b64\u71df\u904b\u6a21\u5f0f\u594f\u6548\uff0c\u800c\u4eca\u65e5\u7684\u53cd\u5f48\u986f\u793a\u6295\u8cc7\u4eba\u9858\u610f\u70ba\u6b64\u8cb7\u55ae\u3002\u5728\u516c\u53f8\u516c\u5e03 41% \u92b7\u552e\u6210\u9577\u3001\u6bcf\u80a1\u76c8\u9918 1.77 \u4ee5\u53ca\u8fd1 20 \u500b\u767e\u5206\u9ede\u6bdb\u5229\u64f4\u5f35\u7684\u7576\u5929\uff0c\u80a1\u50f9\u4e0a\u6f32 9% \u4e26\u5275\u65b0\u9ad8\uff0c\u8868\u9762\u4e0a\u4e26\u975e\u975e\u7406\u6027\u7e41\u69ae\uff1b\u9019\u662f\u5c0d\u4e00\u5bb6\u770b\u8d77\u4f86\u8f03\u4e0d\u90a3\u9ebc\u9031\u671f\u5316\u4e14\u5c0d\u6574\u500b\u6280\u8853\u5806\u758a\u66f4\u70ba\u4e0d\u53ef\u6216\u7f3a\u516c\u53f8\u7684\u91cd\u65b0\u5b9a\u50f9\u3002\u4e0b\u4e00\u500b\u8003\u9a57\u5f88\u7c21\u55ae\uff1a\u7dad\u6301\u8f03\u9ad8\u6bdb\u5229\u3001\u5b88\u4f4f\u50f9\u683c\uff0c\u4e26\u5c07\u8a02\u55ae\u66f8\u8f49\u5316\u70ba\u73fe\u91d1\u3002\u5982\u679c\u505a\u5230\uff0cWestern Digital \u7684\u4e0a\u5347\u6703\u770b\u8d77\u4f86\u4e0d\u50cf\u4e00\u9663\u98c6\u5347\uff0c\u800c\u66f4\u50cf\u662f\u4e00\u500b\u65b0\u7684\u5340\u9593\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
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