\u6700\u706b\u71b1\u7684\u80a1\u7968 Somehow \u9084\u88ab\u5b9a\u50f9\u5f97\u50cf\u6d3e\u5c0d\u6703\u5728\u5348\u591c\u524d\u7d50\u675f\u3002\u8a18\u61b6\u9ad4\u88fd\u9020\u5546\u662f AI \u5efa\u8a2d\u7684\u810a\u6a11\uff0c\u4f46\u5b83\u5011\u6301\u7e8c\u4ee5\u8870\u9000\u6578\u5b78\u548c\u5bbf\u9189\u5f0f\u500d\u6578\u4ea4\u6613\u3002\u5728\u904e\u53bb\u516b\u5c0f\u6642\u3001\u8de8\u8d8a\u4e9e\u6d32\u8207\u6b50\u6d32\u9032\u5165\u7f8e\u570b\u76e4\u6642\u6bb5\uff0c\u771f\u91d1\u767d\u9280\u8207\u5feb\u901f\u8cc7\u91d1\u87a2\u5e55\u4e0a\u6700\u6d3b\u8e8d\u7684\u884c\u696d\u4ecd\u662f\u534a\u5c0e\u9ad4\u8a18\u61b6\u9ad4\uff0c\u5373\u4fbf\u82f1\u570b\u6563\u6236\u8ffd\u9010 Rolls-Royce \u7684\u4e00\u7b46\u771f\u5be6\u5408\u7d04\u52dd\u5229\u8207 Reckitt \u7684\u6e05\u723d\u8ca1\u5831\u8d85\u9810\u671f\uff0c\u5370\u5ea6\u52d5\u80fd\u57fa\u91d1\u5247\u6301\u7e8c\u504f\u597d PB Fintech\u3001Tata Power \u8207 United Breweries\u3002\u597d\u6545\u4e8b\u7121\u8aa4\u3002\u4f46\u4e3b\u821e\u53f0\u4ecd\u662f\u9935\u7d66\u90a3\u4e9b\u6676\u7247\u7684\u8a18\u61b6\u9ad4\u3002<\/p>\n
1. Micron Technology (MU)\uff1a\u4eca\u5929\u5438\u5f15\u6ce8\u610f\u529b\u7684\u539f\u56e0\u8ddf\u4eca\u5e74\u4ee5\u4f86\u4e00\u6a23\uff1a\u5e02\u5834\u7d42\u65bc\u628a AI \u4f3a\u670d\u5668\u8a02\u55ae\u8207\u8b93\u6a5f\u6ac3\u6709\u7528\u7684\u8a18\u61b6\u9ad4\u542b\u91cf\u9023\u5728\u4e00\u8d77\u3002HBM3E \u51fa\u8ca8\u91cf\u6b63\u5728\u653e\u5927\uff0cDRAM \u50f9\u683c\u5df2\u7d93\u56de\u7a69\uff0c\u4e14\u6bcf\u7576\u8cc7\u91d1\u60f3\u8981\u63a5\u89f8 AI \u800c\u4e0d\u9858\u610f\u4ed8\u51fa GPU \u795e\u8a71\u5f0f\u4f30\u503c\u6642\uff0cMicron \u5c31\u6210\u70ba\u7f8e\u570b\u7d14\u7cb9\u505a DRAM \u7684\u6d41\u52d5\u6027\u9078\u64c7\u3002\u4ea4\u6613\u5c6c\u6027\uff1a\u5927\u578b\u80a1\u3001\u6d41\u52d5\u6027\u6df1\u3001\u9078\u64c7\u6b0a\u53cb\u597d\uff0c\u5178\u578b\u7684\u666f\u6c23\u5faa\u74b0\u8c9d\u5854\u3002\u6bdb\u5229\u8207\u73fe\u91d1\u6d41\u96a8\u5e73\u5747\u552e\u50f9\u6ce2\u52d5\u5287\u70c8\uff0c\u9019\u4e5f\u662f\u5373\u4fbf\u7522\u54c1\u7d44\u5408\u8f49\u5411\u9ad8\u50f9\u503c\u4f4d\u5143\uff0c\u8a72\u80a1\u4ecd\u88ab\u4f30\u503c\u70ba\u7e41\u69ae-\u5d29\u76e4\u578b\u7684\u539f\u56e0\u3002\u95dc\u9375\u8981\u9ede\uff1a\u5982\u679c\u4f60\u76f8\u4fe1 AI \u662f\u4e00\u500b\u591a\u5e74\u8cc7\u672c\u652f\u51fa\u5faa\u74b0\uff0c\u800c\u4e0d\u662f 2024 \u5e74\u7684\u4e00\u6642\u98a8\u6f6e\uff0cMU \u4f9d\u7136\u662f\u5e02\u5834\u5728\u60f3\u8981 DRAM \u626d\u529b\u4e14\u9700\u6709\u7f8e\u570b\u7ba1\u6cbb\u52a0\u6301\u6642\u6703\u4f38\u624b\u6293\u7684\u7b28\u91cd\u5de5\u5177\u3002\u718a\u5e02\u8ad6\u9ede\u4e5f\u5f88\u7c21\u55ae\uff1a\u82e5 AI \u653e\u7de9\u6216\u4f9b\u7d66\u6c3e\u6feb\uff0c\u8a18\u61b6\u9ad4\u6700\u665a\u88ab\u652f\u4ed8\u4e14\u6700\u5148\u898b\u5e95\u3002<\/p>\n
2. SK Hynix (000660.KS)\uff1a\u4eca\u5929\u7684\u95dc\u6ce8\u9ede\u5728\u65bc\u5b9a\u4f4d\u8207\u9818\u5c0e\u5730\u4f4d\u3002Hynix \u4ecd\u662f AI \u96d9\u96c4\u7684 HBM \u6307\u5b9a\u4f9b\u61c9\u5546\uff0c\u4f9b\u61c9\u93c8\u5c0d\u8a71\u6301\u7e8c\u6307\u51fa\u7dca\u5f35\u5c07\u5ef6\u7e8c\u5230\u660e\u5e74\uff0c\u56e0\u70ba\u7522\u80fd\u5728\u5b78\u7fd2\u66f2\u7dda\u4e0a\u7de9\u6162\u722c\u5347\u3002\u6bcf\u6b21 Nvidia \u8ac7\u5230\u66f4\u5f37\u5927\u7684\u52a0\u901f\u5668\uff0c\u5e02\u5834\u6703\u56e0\u5c0d HBM \u5c64\u6578\u8207\u826f\u7387\u7684\u63a8\u8ad6\u800c\u62ac\u9ad8 Hynix\u3002\u4ea4\u6613\u5c6c\u6027\uff1aKOSPI \u91cd\u78c5\u80a1\uff0c\u5c0d\u5916\u8cc7\u6d41\u5411\u8207\u97d3\u5143\u532f\u7387\u9ad8\u5ea6\u654f\u611f\uff0c\u8cc7\u672c\u652f\u51fa\u5de8\u91cf\u4e14\u6536\u76ca\u6ce2\u52d5\u6bd4\u4ee3\u5de5\u540c\u696d\u66f4\u5927\u3002\u8a72\u80a1\u63d0\u4f9b\u6700\u7d14\u7cb9\u7684 HBM \u69d3\u687f\uff0c\u4f46\u540c\u6642\u627f\u53d7\u51fa\u53e3\u7ba1\u5236\u8207\u5ba2\u6236\u96c6\u4e2d\u5ea6\u7684\u9670\u5f71\u3002\u95dc\u9375\u8981\u9ede\uff1a\u5e02\u5834\u6b63\u5728\u70ba AI \u8a18\u61b6\u9ad4\u7684\u7687\u51a0\u5bf6\u77f3\u51fa\u50f9\uff0c\u4f46\u4ecd\u5957\u7528\u666f\u6c23\u5faa\u74b0\u6298\u50f9\u3002\u5982\u679c HBM \u4f9b\u61c9\u6301\u7e8c\u53d7\u9650\u4e14\u50f9\u683c\u7406\u6027\uff0c\u71df\u904b\u69d3\u687f\u6703\u626e\u6f14\u4e3b\u8981\u62c9\u5347\u4f5c\u7528\uff1b\u4f46\u4efb\u4f55\u5728\u64f4\u7522\u826f\u7387\u6216\u4e2d\u570b\u66dd\u96aa\u4e0a\u7684\u5931\u8aa4\uff0c\u90fd\u6703\u88ab\u5373\u6642\u61f2\u7f70\u3002<\/p>\n
3. Samsung Electronics (005930.KS)\uff1a\u4eca\u5929\u7684\u8cb7\u76e4\u662f\u4f4e\u6232\u5287\u6027\u3001\u9ad8\u73fe\u91d1\u6d41\u7684\u9078\u64c7\u3002Samsung \u6b63\u52aa\u529b\u7e2e\u5c0f\u4efb\u4f55 HBM \u6027\u80fd\u5dee\u8ddd\uff0c\u540c\u6642\u4eab\u53d7\u63a8\u5347\u6574\u500b\u65cf\u7fa4\u7684 DRAM \u8207 NAND \u9806\u98a8\u3002\u932f\u904e\u9ad8\u8c9d\u5854 Hynix \u6f32\u52e2\u7684\u6295\u8cc7\u8005\u6703\u8f49\u5411\u6b64\u80a1\uff0c\u5c0b\u6c42\u8cc7\u7522\u8ca0\u50b5\u8868\u5b89\u5fc3\u3001\u5782\u76f4\u6574\u5408\u898f\u6a21\u8207\u80a1\u7968\u56de\u8cfc\u6545\u4e8b\u3002\u4ea4\u6613\u5c6c\u6027\uff1a\u8d85\u5927\u578b\u5e02\u503c\u3001\u6d41\u52d5\u6027\u53d6\u4e4b\u4e0d\u76e1\uff0c\u696d\u52d9\u591a\u5143\u6db5\u84cb\u624b\u6a5f\u3001\u986f\u793a\u5668\u3001\u908f\u8f2f\u8207\u4ee3\u5de5\u3002\u9019\u7a2e\u591a\u5143\u5316\u524a\u5f31\u4e86\u8a18\u61b6\u9ad4\u7684\u626d\u529b\uff0c\u4e14\u5728\u666f\u6c23\u9006\u8f49\u6642\u63d0\u4f9b\u5e87\u8b77\u3002\u4f30\u503c\u4ecd\u53cd\u6620\u4f01\u696d\u96c6\u5718\u6298\u50f9\u8207\u900f\u904e\u4e0b\u884c\u9031\u671f\u6301\u7e8c\u6295\u8cc7\u7684\u6163\u6027\u3002\u95dc\u9375\u8981\u9ede\uff1aSamsung \u662f\u8f03\u70ba\u5b89\u5168\u7684\u8a18\u61b6\u9ad4\u4e0a\u884c\u9031\u671f\u4e58\u8239\u3002\u4f60\u4e0d\u6703\u5f97\u5230\u7d14\u7cb9\u696d\u8005\u7684\u760b\u72c2\u4e0a\u884c\uff0c\u4f46\u82e5\u5e73\u5747\u552e\u50f9\u9707\u76ea\u4e00\u5b63\uff0c\u4f60\u4e5f\u4e0d\u6703\u88ab\u64d4\u67b6\u62ac\u51fa\u3002\u5c0d\u9700\u8981\u5165\u4e3b\u984c\u4f46\u53c8\u4e0d\u80fd\u65e5\u591c\u770b\u76e4\u7684\u6a5f\u69cb\u800c\u8a00\uff0c\u9019\u662f\u4ed6\u5011\u6309\u7684\u6309\u9215\u3002<\/p>\n
4. Western Digital (WDC)\uff1a\u4eca\u5929\u7684\u6ce8\u610f\u529b\u63a8\u624b\u662f\u96d9\u7ba1\u9f4a\u4e0b\u7684 AI \u6558\u4e8b\uff1a\u4e00\u65b9\u9762\u662f NAND \u50f9\u683c\u4fee\u5fa9\uff0c\u53e6\u4e00\u65b9\u9762\u662f\u8cc7\u6599\u4e2d\u5fc3\u5e36\u4f86\u7684\u8fd1\u7dda HDD \u9700\u6c42\u3002\u6bcf\u7576\u5e02\u5834\u6709\u4efb\u4f55\u95dc\u65bc\u66f4\u5065\u5eb7\u5feb\u9583\u8a18\u61b6\u9ad4\u5b9a\u50f9\u7d00\u5f8b\u7684\u98a8\u8072\u3001\u6216\u9ad8\u64f4\u6563\u8005\u8ac7\u5230\u589e\u5efa\u7522\u80fd\uff0cWDC \u5c31\u80fd\u5438\u5f15\u8cc7\u91d1\u3002\u95dc\u65bc\u6295\u8cc7\u7d44\u5408\u7d50\u69cb\u8207\u7b56\u7565\u6027\u52d5\u4f5c\u7684\u53ef\u9078\u6027\u6f5b\u4f0f\u5176\u9593\uff0c\u8b93\u8b20\u8a00\u6ea2\u50f9\u6301\u7e8c\u5b58\u5728\u3002\u4ea4\u6613\u5c6c\u6027\uff1a\u4e2d\u5927\u578b\u5e02\u503c\u3001\u5177\u6709\u6b77\u53f2\u4e0a\u5728\u8ca1\u5831\u3001ASP \u8a55\u8ad6\u8207\u8cc7\u672c\u7d50\u69cb\u6c7a\u7b56\u5468\u570d\u51fa\u73fe\u5287\u70c8\u6ce2\u52d5\u7684\u7279\u6027\u3002\u5b83\u4e0d\u662f\u7d14 AI \u6295\u6a5f\u6a19\u7684\uff0c\u800c\u66f4\u50cf\u96a8\u8457\u8cc7\u6599\u6d2a\u6d41\u6210\u9577\u800c\u7372\u5f97\u5e2d\u6b21\u7684\u5132\u5b58\u985e\u80a1\u6307\u6a19\u3002\u95dc\u9375\u8981\u9ede\uff1a\u82e5\u4f60\u60f3\u8981\u4e00\u6a94\u6a6b\u8de8 NAND \u8207\u6a5f\u68b0\u789f\u7684\u5132\u5b58\u80a1\uff0cWDC \u662f\u9580\u7968\u3002\u4f60\u7684\u8ced\u6ce8\u662f\u7ba1\u7406\u5c64\u80fd\u5728\u5169\u500b\u8fe5\u7570\u5faa\u74b0\u4e2d\u64e0\u51fa\u5229\u6f64\uff0c\u540c\u6642\u628a\u63e1\u597d\u8cc7\u7522\u8ca0\u50b5\u8868\u98a8\u96aa\u3002<\/p>\n
5. Nanya Technology (2408.TW)\uff1a\u4eca\u5929\u9ede\u71c3\u5176\u80a1\u50f9\u7684\u662f\u5178\u578b\u7684\u665a\u9031\u671f\u8f2a\u52d5\u81f3\u9ad8\u8c9d\u5854\u885b\u661f\u80a1\u3002DRAM \u5e73\u5747\u552e\u50f9\u7de9\u6b65\u56de\u5347\uff0c\u53f0\u7063\u8cc7\u91d1\u6d41\u504f\u5411\u98a8\u96aa\u8cc7\u7522\uff0c\u6280\u8853\u9762\u5728\u5927\u578b\u80a1\u5df2\u5148\u884c\u4e0a\u6f32\u5f8c\u559c\u6b61\u4e7e\u6de8\u7a81\u7834\u3002Nanya \u7684\u71df\u904b\u69d3\u687f\u6709\u96d9\u5411\u6548\u679c\uff0c\u9019\u4e5f\u6b63\u662f\u70ba\u4f55\u7576\u6f6e\u6c34\u8f49\u5411\u6642\u5b83\u6703\u6210\u70ba\u7fa4\u773e\u73a9\u5177\u3002\u4ea4\u6613\u5c6c\u6027\uff1a\u4e2d\u578b\u5e02\u503c DRAM \u5c08\u5bb6\uff0c\u6d41\u52d5\u6027\u6bd4\u5de8\u982d\u7a00\u8584\uff0c\u5c0d\u73fe\u8ca8\u50f9\u683c\u8b8a\u52d5\u9ad8\u5ea6\u654f\u611f\uff0c\u76c8\u9918\u80fd\u5728\u77ed\u6642\u9593\u5167\u5f9e\u98e2\u8352\u8f49\u70ba\u8c50\u6536\u3002\u9019\u4e0d\u9069\u5408\u5b88\u820a\u4fdd\u5b88\u578b\u6295\u8cc7\u8005\u3002\u95dc\u9375\u8981\u9ede\uff1aNanya \u662f\u5c0d DRAM \u9031\u671f\u8da8\u7dca\u7684\u69d3\u687f\u62bc\u6ce8\u3002\u5982\u679c\u4f60\u76f8\u4fe1\u4f9b\u7d66\u7aef\u6703\u4fdd\u6301\u7d00\u5f8b\u4e14 AI \u6301\u7e8c\u541e\u566c\u4f4d\u5143\uff0c\u9019\u88e1\u7684\u626d\u529b\u662f\u771f\u5be6\u7684\u3002\u5426\u5247\uff0c\u9019\u662f\u4f60\u8a72\u4ea4\u6613\u800c\u975e\u5ac1\u5165\u7684\u6a19\u7684\u3002<\/p>\n
\u5728\u6240\u6709\u9019\u4e9b\u6d3b\u8e8d\u5ea6\u4e4b\u4e0b\u7684\u8af7\u523a\u662f\uff1a\u5e02\u5834\u4ecd\u628a\u8a18\u61b6\u9ad4\u5b9a\u50f9\u5f97\u50cf\u77ed\u671f\u7684\u7cd6\u5206\u523a\u6fc0\uff0c\u800c\u975e\u7d50\u69cb\u6027\u9700\u6c42\u518d\u8a55\u50f9\u3002\u9019\u5c31\u662f\u70ba\u4ec0\u9ebc\u5373\u4fbf\u6bcf\u53f0\u4f3a\u670d\u5668\u7684\u55ae\u4f4d\u8207\u9ad8\u983b\u5bec\u5167\u5bb9\u9010\u5b63\u4e0a\u5347\uff0c\u500d\u6578\u770b\u8d77\u4f86\u4ecd\u50cf\u6e05\u5009\u7279\u50f9\u3002\u6295\u8cc7\u8005\u5728\u9078\u64c7\u6bd2\u85e5\uff1a\u7d14\u7cb9\u696d\u8005\u7684\u626d\u529b\u8207\u982d\u689d\u98a8\u96aa\uff0c\u6216\u662f\u4f01\u696d\u96c6\u5718\u5f0f\u7684\u4fdd\u8b77\u4f46\u88ab\u7a00\u91cb\u7684\u4e0a\u884c\u7a7a\u9593\u3002\u540c\u6642\uff0c\u76e4\u9762\u5176\u4ed6\u89d2\u843d\u8b49\u660e\u5e02\u5834\u4ecd\u6703\u734e\u52f5\u6e05\u6670\u7684\u6558\u4e8b\u3002\u82f1\u570b\u8cb7\u5bb6\u5927\u91cf\u8cb7\u5165 Rolls-Royce \u56e0\u70ba\u4e00\u7b46\u771f\u5be6\u5408\u7d04\u52dd\u5229\uff0c\u4e26\u8cb7\u5165 Reckitt \u56e0\u70ba\u8ca1\u5831\u8d85\u9810\u671f\u3002\u5728\u5370\u5ea6\uff0c\u7a81\u7834\u578b\u7375\u624b\u57fa\u65bc\u6280\u8853\u9762\u8207\u908a\u969b\u57fa\u672c\u9762\u8ffd\u9010 PB Fintech\u3001Tata Power \u8207 United Breweries\u3002\u90a3\u4e9b\u90fd\u662f\u4e0d\u932f\u7684\u4ea4\u6613\u3002\u7136\u800c\uff0c\u5168\u7403\u6d41\u52d5\u6027\u7684\u91cd\u91cf\u4ecd\u7136\u4e0d\u65b7\u5411\u9935\u990a AI \u6a5f\u5668\u7684\u77fd\u8d70\u53bb\u3002\u6700\u4fbf\u5b9c\u7684\u71b1\u9580\u80a1\u4e4b\u6240\u4ee5\u7dad\u6301\u4fbf\u5b9c\uff0c\u662f\u56e0\u70ba\u5927\u773e\u4ecd\u7136\u8a8d\u70ba\u97f3\u6a02\u5f88\u5feb\u6703\u505c\u6b62\u3002\u5982\u679c\u97f3\u6a02\u4e0d\u505c\u6b62\uff0c\u9019\u500b\u7522\u696d\u7684\u4e0b\u4e00\u6bb5\u884c\u60c5\u5c07\u6703\u64e0\u58d3\u8a31\u591a\u52c7\u6562\u4f4e\u914d\u7684\u6295\u7d44\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
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