{"id":902,"date":"2026-06-23T14:14:11","date_gmt":"2026-06-23T14:14:11","guid":{"rendered":"https:\/\/equitiesorbis.com\/%e7%94%b5%e5%8a%9b%e5%85%88%e9%94%8b%ef%bc%9a%e8%8b%b1%e9%a3%9e%e5%87%8c%e5%9c%a8%e7%94%b5%e5%8a%9b%e6%b8%b4%e6%b1%82%e6%97%b6%e4%bb%a3%e7%9a%84%e4%b8%bb%e5%af%bc%e5%9c%b0%e4%bd%8d\/"},"modified":"2026-06-23T14:15:33","modified_gmt":"2026-06-23T14:15:33","slug":"%e7%94%b5%e5%8a%9b%e5%85%88%e9%94%8b%ef%bc%9a%e8%8b%b1%e9%a3%9e%e5%87%8c%e5%9c%a8%e7%94%b5%e5%8a%9b%e6%b8%b4%e6%b1%82%e6%97%b6%e4%bb%a3%e7%9a%84%e4%b8%bb%e5%af%bc%e5%9c%b0%e4%bd%8d","status":"publish","type":"post","link":"https:\/\/equitiesorbis.com\/zh-hans\/%e7%94%b5%e5%8a%9b%e5%85%88%e9%94%8b%ef%bc%9a%e8%8b%b1%e9%a3%9e%e5%87%8c%e5%9c%a8%e7%94%b5%e5%8a%9b%e6%b8%b4%e6%b1%82%e6%97%b6%e4%bb%a3%e7%9a%84%e4%b8%bb%e5%af%bc%e5%9c%b0%e4%bd%8d\/","title":{"rendered":"\u7535\u529b\u5148\u950b\uff1a\u82f1\u98de\u51cc\u5728\u7535\u529b\u6e34\u6c42\u65f6\u4ee3\u7684\u4e3b\u5bfc\u5730\u4f4d"},"content":{"rendered":"\n<p>\u534a\u5bfc\u4f53\u884c\u4e1a\u76ee\u524d\u6b63\u5904\u4e8e\u5267\u70c8\u7684\u4e24\u6781\u5206\u5316\u4e4b\u4e2d\u3002\u4e00\u65b9\u9762\uff0c\u4eba\u5de5\u667a\u80fd\u903b\u8f91\u82af\u7247\u4ee4\u4eba\u9676\u9189\u7684\u5f15\u529b\uff0c\u5c06\u7eaf GPU \u548c\u5185\u5b58\u5236\u9020\u5546\u7684\u4f30\u503c\u63a8\u5411\u4e86\u5e73\u6d41\u5c42\u3002\u53e6\u4e00\u65b9\u9762\uff0c\u7ef4\u6301\u8fd9\u4e00\u65b0\u6570\u5b57\u65f6\u4ee3\u6240\u9700\u7684\u57fa\u7840\u529f\u7387\u7535\u5b50\u8bbe\u5907\u2014\u2014\u4ee5\u53ca\u5168\u7403\u8f66\u961f\u6301\u7eed\u7684\u7535\u6c14\u5316\u8fdb\u7a0b\u2014\u2014\u5219\u9762\u4e34\u7740\u60e9\u7f5a\u6027\u7684\u5468\u671f\u6027\u5e93\u5b58\u4fee\u6b63\u3002\u7136\u800c\uff0c\u6b63\u662f\u5728\u540e\u4e00\u7c7b\u522b\u4e2d\uff0c\u771f\u6b63\u7684\u9006\u5411\u6295\u8d44\u4ef7\u503c\u5f00\u59cb\u663e\u73b0\u3002\u4eca\u5929\uff0c\u6211\u4eec\u5c06\u5206\u6790\u955c\u5934\u5bf9\u51c6 <a href=\"https:\/\/www.infineon.com\/\">\u82f1\u98de\u51cc\u79d1\u6280\u516c\u53f8<\/a> (ETR: IFX \/ OTC: IFNNY)\uff0c\u5b83\u662f\u6c7d\u8f66\u548c\u5de5\u4e1a\u529f\u7387\u534a\u5bfc\u4f53\u9886\u57df\u65e0\u53ef\u4e89\u8bae\u7684\u5de8\u5934\u3002\u622a\u81f3 2026 \u5e74 6 \u6708 23 \u65e5\uff0c\u5728\u573a\u4ee4\u6700\u575a\u5b9a\u7684\u52a8\u91cf\u6295\u8d44\u8005\u90fd\u611f\u5230\u4e0d\u5b89\u7684\u884c\u4e1a\u6027\u5267\u70c8\u629b\u552e\u4e2d\uff0c\u82f1\u98de\u51cc\u4e3a\u654f\u9510\u7684\u6295\u8d44\u8005\u63d0\u4f9b\u4e86\u4e00\u4e2a\u6781\u5177\u5438\u5f15\u529b\u7684\u62d0\u70b9\u3002     <\/p>\n\n<p>\u82f1\u98de\u51cc\u4e0d\u4ec5\u662f\u7535\u6c14\u5316\u5927\u8d8b\u52bf\u7684\u53c2\u4e0e\u8005\uff0c\u66f4\u662f\u8fd9\u4e00\u57fa\u7840\u8bbe\u65bd\u7684\u79ef\u6781\u6784\u5efa\u8005\u3002\u8fd9\u5bb6\u603b\u90e8\u4f4d\u4e8e\u6155\u5c3c\u9ed1\u7684\u5de8\u5934\u6709\u6761\u4e0d\u7d0a\u5730\u5de9\u56fa\u4e86\u5176\u4f5c\u4e3a\u5168\u7403\u529f\u7387\u5206\u7acb\u5668\u4ef6\u548c\u6a21\u5757\u9886\u5bfc\u8005\u7684\u5730\u4f4d\uff0c\u5728\u4f20\u7edf\u7845\u4ee5\u53ca\u78b3\u5316\u7845 (SiC) \u548c\u6c2e\u5316\u9553 (GaN) \u7b49\u5bbd\u7981\u5e26\u6750\u6599\u9886\u57df\u5747\u5360\u636e\u4e86\u5de8\u5927\u7684\u5e02\u573a\u4efd\u989d\u3002\u8fd1\u671f\u52a8\u6001\u8fdb\u4e00\u6b65\u5370\u8bc1\u4e86\u8fd9\u79cd\u4e3b\u5bfc\u5730\u4f4d\u30022026 \u5e74 5 \u6708\u5e95\uff0c\u82f1\u98de\u51cc\u6b63\u5f0f <a href=\"https:\/\/www.infineon.com\/\">\u52a0\u5165 NVIDIA \u7684 MGX AI \u5de5\u5382\u751f\u6001\u7cfb\u7edf<\/a>\uff0c\u4e3a 800 VDC MGX \u5e73\u53f0\u63d0\u4f9b\u5173\u952e\u7684\u7535\u6e90\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u3002\u901a\u8fc7\u5728\u63a5\u8fd1 1 MHz \u7684\u5f00\u5173\u9891\u7387\u4e0b\u5229\u7528 GaN \u6280\u672f\uff0c\u82f1\u98de\u51cc\u5b9e\u73b0\u4e86\u4e0b\u4e00\u4ee3 AI \u670d\u52a1\u5668\u673a\u67b6\u5fc5\u4e0d\u53ef\u5c11\u7684\u8d85\u7d27\u51d1\u3001\u9ad8\u6548\u7387\u603b\u7ebf\u8f6c\u6362\u5668\u3002\u8fd9\u5e76\u975e\u4e00\u4e2a\u8fb9\u7f18\u53d9\u4e8b\uff0c\u800c\u662f\u4e0e AI \u57fa\u7840\u8bbe\u65bd\u8d85\u7ea7\u5468\u671f\u7684\u76f4\u63a5\u6302\u94a9\uff0c\u5c06\u82f1\u98de\u51cc\u7684\u603b\u6f5c\u5728\u5e02\u573a\u6269\u5c55\u5230\u4e86\u5176\u6c7d\u8f66\u5927\u672c\u8425\u4e4b\u5916\u3002     <\/p>\n\n<h1 class=\"wp-block-heading\">\u4f30\u503c\u6307\u6807\uff1a\u4e3a\u7535\u529b\u6ea2\u4ef7\u5b9a\u4ef7<\/h1>\n\n<p>\u6309\u76ee\u524d 80.99 \u6b27\u5143\uff08\u6216 IFNNY ADR \u7ea6 121 \u7f8e\u5143\uff09\u7684\u4ef7\u683c\u8ba1\u7b97\uff0c\u82f1\u98de\u51cc\u7684\u5e02\u503c\u7ea6\u4e3a 1,117 \u4ebf\u6b27\u5143\u3002\u8be5\u80a1\u5728\u8fc7\u53bb 12 \u4e2a\u6708\u5185\u5b9e\u73b0\u4e86 137% \u7684\u60ca\u4eba\u6da8\u5e45\uff0c\u4f46\u6f5c\u5728\u7684\u57fa\u672c\u9762\u8868\u660e\uff0c\u8fd9\u4e00\u8f6e\u53cd\u5f39\u4ecd\u690d\u6839\u4e8e\u7ed3\u6784\u6027\u76c8\u5229\u80fd\u529b\uff0c\u800c\u975e\u6295\u673a\u70ed\u6f6e\u3002 <\/p>\n\n<p>\u82f1\u98de\u51cc\u76ee\u524d\u7684\u6eda\u52a8\u5e02\u76c8\u7387\u4e3a 104.8 \u500d\uff0c\u8fd9\u4e00\u6570\u5b57\u53d7\u5230\u8fc7\u53bb\u4e00\u5e74\u6c7d\u8f66\u548c\u5de5\u4e1a\u5e93\u5b58\u6d88\u5316\u5468\u671f\u6027\u4f4e\u8c37\u7684\u4e25\u91cd\u626d\u66f2\u3002\u7136\u800c\uff0c\u5c55\u671b\u672a\u6765\uff0c\u524d\u77bb\u5e02\u76c8\u7387\u5927\u5e45\u538b\u7f29\u81f3 39.1 \u500d\uff0c\u53cd\u6620\u4e86\u5bbd\u7981\u5e26\u6750\u6599\u91c7\u7528\u7684\u9884\u671f\u52a0\u901f\u4ee5\u53ca\u6838\u5fc3\u6c7d\u8f66\u9700\u6c42\u7684\u590d\u82cf\u3002\u4f01\u4e1a\u4ef7\u503c\u500d\u6570 (EV\/EBITDA) \u7ea6\u4e3a 30.7 \u500d\u3002\u867d\u7136\u8fd9\u76f8\u5bf9\u4e8e\u5386\u53f2\u5de5\u4e1a\u534a\u5bfc\u4f53\u5e73\u5747\u6c34\u5e73\u5b58\u5728\u6ea2\u4ef7\uff0c\u4f46\u5bf9\u4e8e\u4e00\u5bb6\u5728\u529f\u7387\u7535\u5b50\u9886\u57df\u62e5\u6709\u4e0d\u53ef\u903e\u8d8a\u62a4\u57ce\u6cb3\u5e76\u76f4\u63a5\u5bf9\u63a5 AI \u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u7684\u516c\u53f8\u6765\u8bf4\uff0c\u8fd9\u662f\u5408\u7406\u7684\u5bf9\u4ef7\u3002   <\/p>\n\n<p>\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u5206\u6790\u5e08\u7684\u5171\u8bc6\u76ee\u6807\u4ef7\u4e3a 74.21 \u6b27\u5143\uff0c\u610f\u5473\u7740\u8f83\u5f53\u524d\u6c34\u5e73\u6709\u5c0f\u5e45\u4e0b\u884c\u7a7a\u95f4\u3002\u6211\u4eec\u8ba4\u4e3a\u8fd9\u4e00\u5171\u8bc6\u5728\u7ed3\u6784\u4e0a\u5b58\u5728\u7f3a\u9677\uff0c\u56e0\u4e3a\u5b83\u951a\u5b9a\u5728\u8fc7\u5f80\u7684\u5e93\u5b58\u62c5\u5fe7\u4e0a\uff0c\u800c\u672a\u80fd\u51c6\u786e\u53cd\u6620\u82f1\u98de\u51cc 50 \u4ebf\u6b27\u5143\u5fb7\u7d2f\u65af\u987f\u5de5\u5382\u6269\u5efa\u6240\u5e26\u6765\u7684\u5229\u6da6\u6269\u5f20\uff0c\u4ee5\u53ca\u5176\u51b3\u5b9a\u6027\u7684\u6cd5\u5f8b\u80dc\u5229\uff0c\u5305\u62ec\u8fd1\u671f <a href=\"https:\/\/www.infineon.com\/\">\u6155\u5c3c\u9ed1\u6cd5\u9662\u9488\u5bf9\u82f1\u8bfa\u8d5b\u79d1 (Innoscience) \u7684\u88c1\u51b3<\/a>\uff0c\u634d\u536b\u4e86\u5176 GaN \u4e13\u5229\u7ec4\u5408\u3002 <\/p>\n\n<h1 class=\"wp-block-heading\">\u5168\u7403\u540c\u884c\u5bf9\u6bd4\uff1a\u5bf9\u6bd4\u7814\u7a76<\/h1>\n\n<p>\u4e3a\u4e86\u771f\u6b63\u7406\u89e3\u82f1\u98de\u51cc\u7684\u5b9a\u4f4d\uff0c\u6211\u4eec\u5fc5\u987b\u5c06\u5176\u4e0e\u4e9a\u6d32\u534a\u5bfc\u4f53\u5148\u950b\u8fdb\u884c\u5bf9\u6bd4\u3002\u5f53\u524d\u7684\u683c\u5c40\u5728\u5185\u5b58\/\u903b\u8f91\u5de8\u5934\u4e0e\u4e13\u95e8\u7684\u6a21\u62df\/\u529f\u7387\u5382\u5546\u4e4b\u95f4\u5448\u73b0\u5206\u5316\u3002 <\/p>\n\n<p>\u5728\u5185\u5b58\u548c\u4ee3\u5de5\u9886\u57df\uff0c\u4f30\u503c\u867d\u7136\u60ca\u4eba\uff0c\u4f46\u65e5\u76ca\u8106\u5f31\u3002<a href=\"https:\/\/www.tsmc.com\/\">\u53f0\u6e7e\u79ef\u4f53\u7535\u8def\u5236\u9020\u80a1\u4efd\u6709\u9650\u516c\u53f8<\/a> (NYSE: TSM) \u4f5c\u4e3a\u65e0\u53ef\u4e89\u8bae\u7684\u4ee3\u5de5\u4e4b\u738b\uff0c\u80a1\u4ef7\u4e3a 445 \u7f8e\u5143\uff0c\u524d\u77bb\u5e02\u76c8\u7387\u4e3a 23.8 \u500d\uff0cEV\/EBITDA \u4e3a 21 \u500d\u3002\u53f0\u79ef\u7535\u4f9d\u7136\u662f\u4e00\u5bb6\u5353\u8d8a\u7684\u8fd0\u8425\u5546\uff0c\u4f46\u4ea7\u80fd\u9650\u5236\u548c\u5730\u7f18\u653f\u6cbb\u9634\u5f71\u503c\u5f97\u8b66\u60d5\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u97e9\u56fd\u5185\u5b58\u53cc\u5934\u5784\u65ad\u7ecf\u5386\u4e86\u5267\u70c8\u8c03\u6574\u3002<a href=\"https:\/\/www.skhynix.com\/\">SK \u6d77\u529b\u58eb<\/a> (KRX: 000660) \u51ed\u501f\u5176 HBM4E \u7684\u4e3b\u5bfc\u5730\u4f4d\uff0c\u8fd1\u671f\u8d85\u8d8a\u4e09\u661f\u6210\u4e3a\u97e9\u56fd\u5e02\u503c\u6700\u9ad8\u7684\u516c\u53f8\uff0c\u80a1\u4ef7\u4e3a 256 \u4e07\u97e9\u5143\u3002\u5c3d\u7ba1\u5176\u524d\u77bb\u5e02\u76c8\u7387\u770b\u4f3c\u4ec5\u4e3a 6.7 \u500d\uff0cEV\/EBITDA \u4e3a 5-6 \u500d\uff0c\u4f46\u7531\u4e8e\u751f\u4ea7\u62c5\u5fe7\u548c\u7f8e\u4f0a\u5730\u7f18\u653f\u6cbb\u52a8\u8361\uff0c\u8be5\u80a1\u4eca\u65e5\u66b4\u8dcc 12.5%\u3002<a href=\"https:\/\/www.samsung.com\/\">\u4e09\u661f\u7535\u5b50<\/a> (KRX: 005930) \u80a1\u4ef7\u7ea6\u4e3a 35.4 \u4e07\u97e9\u5143\uff0c\u524d\u77bb\u5e02\u76c8\u7387\u63a5\u8fd1 7 \u500d\uff0c\u76ee\u524d\u6b63\u52aa\u529b\u593a\u56de\u5176 HBM \u6842\u51a0\u3002  <\/p>\n\n<p>\u5728\u65e0\u6676\u5706\u5382\u903b\u8f91\u82af\u7247\u9886\u57df\uff0c\u53f0\u6e7e\u7684 <a href=\"https:\/\/www.mediatek.com\/\">\u8054\u53d1\u79d1<\/a> (TPE: 2454) \u80a1\u4ef7\u4e3a 4,535 \u65b0\u53f0\u5e01\uff0c\u524d\u77bb\u5e02\u76c8\u7387\u4e3a 58.3 \u500d\uff0c\u53d7\u76ca\u4e8e\u8c37\u6b4c TPU v9 \u7684\u72ec\u5bb6\u8ba2\u5355\uff1b\u800c\u5168\u7403\u6700\u5927\u7684\u5c01\u6d4b\u5382 <a href=\"https:\/\/www.aseglobal.com\/\">\u65e5\u6708\u5149\u534a\u5bfc\u4f53<\/a> (NYSE: ASX) \u80a1\u4ef7\u4e3a 40.34 \u7f8e\u5143\uff0c\u524d\u77bb\u5e02\u76c8\u7387\u4e3a 34.8 \u500d\uff0c\u56e0\u5176\u6b63\u5728\u6269\u5927\u7528\u4e8e AI \u7684 310mm \u9762\u677f\u7ea7\u5c01\u88c5\u89c4\u6a21\u3002<\/p>\n\n<p>\u7136\u800c\uff0c\u82f1\u98de\u51cc\u771f\u6b63\u7684\u540c\u884c\u4f4d\u4e8e\u65e5\u672c\u7684\u6a21\u62df\u548c\u529f\u7387\u90e8\u95e8\u3002<a href=\"https:\/\/www.renesas.com\/\">\u745e\u8428\u7535\u5b50<\/a> (TYO: 6723) \u80a1\u4ef7\u4e3a 4,754 \u65e5\u5143\uff0c\u524d\u77bb\u5e02\u76c8\u7387\u4e3a 25.6 \u500d\u3002\u867d\u7136\u745e\u8428\u6b63\u901a\u8fc7\u6536\u8d2d Pictorus \u548c Irida Labs \u79ef\u6781\u6269\u5f20\uff0c\u4f46\u8fd1\u671f\u56e0\u51cf\u503c\u635f\u5931\u51fa\u73b0\u4e86\u51c0\u4e8f\u635f\u3002<a href=\"https:\/\/www.rohm.com\/\">\u7f57\u59c6\u534a\u5bfc\u4f53<\/a> (TYO: 6963) \u80a1\u4ef7\u4e3a 5,444 \u65e5\u5143\uff0c\u524d\u77bb\u5e02\u76c8\u7387\u4e3a 63.4 \u500d\uff0c\u91cd\u70b9\u5e03\u5c40 SiC\uff0c\u4f46\u76ee\u524d\u6df1\u9677\u4e8f\u635f\uff0c\u5e76\u6210\u4e3a\u4e30\u7530\u65d7\u4e0b\u7535\u88c5 (Denso) 83 \u4ebf\u7f8e\u5143\u6536\u8d2d\u7684\u76ee\u6807\u3002\u6700\u540e\uff0c\u8bbe\u5907\u5de8\u5934 <a href=\"https:\/\/www.tel.com\/\">\u4e1c\u4eac\u7535\u5b50<\/a> (TYO: 8035) \u80a1\u4ef7\u4e3a 72,960 \u65e5\u5143\uff0c\u524d\u77bb\u5e02\u76c8\u7387\u4e3a 46.5 \u500d\uff0c\u6b63\u4ece\u5e7f\u6cdb\u7684\u6676\u5706\u5382\u5efa\u8bbe\u4e2d\u83b7\u5229\u3002  <\/p>\n\n<p>\u5728\u6b64\u80cc\u666f\u4e0b\uff0c\u82f1\u98de\u51cc\u63d0\u4f9b\u4e86\u4e00\u79cd\u7f55\u89c1\u7684\u7efc\u5408\u4f18\u52bf\uff1a\u65e2\u6709 AI \u548c\u7535\u52a8\u6c7d\u8f66\u5927\u8d8b\u52bf\u7684\u7ed3\u6784\u6027\u589e\u957f\uff0c\u53c8\u6ca1\u6709\u5185\u5b58\u5468\u671f\u7684\u4e8c\u5143\u98ce\u9669\u6216\u6b8b\u9177\u7684\u903b\u8f91\u8282\u70b9\u7ade\u8d5b\u3002\u5b83\u662f\u672a\u6765\u7535\u7f51\u7684\u6536\u8d39\u5458\u3002 <\/p>\n\n<h1 class=\"wp-block-heading\">\u770b\u6da8\u4e0e\u770b\u8dcc\u6848\u4f8b<\/h1>\n\n<p><strong>\u770b\u6da8\u6848\u4f8b\uff1a<\/strong> \u8be5\u8bba\u70b9\u57fa\u4e8e AI \u6570\u636e\u4e2d\u5fc3\u7535\u529b\u9700\u6c42\u548c\u5411\u7535\u52a8\u6c7d\u8f66\u8f6c\u578b\u8fd9\u4e24\u5927\u652f\u67f1\u3002\u968f\u7740 AI \u670d\u52a1\u5668\u673a\u67b6\u4ece 30kW \u63d0\u5347\u81f3 100kW \u4ee5\u4e0a\uff0c\u5bf9\u9ad8\u6548\u3001\u9ad8\u9891 GaN \u548c SiC \u7535\u6e90\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u7684\u9700\u6c42\u53d8\u5f97\u7f3a\u4e4f\u5f39\u6027\u3002\u82f1\u98de\u51cc\u878d\u5165 NVIDIA \u751f\u6001\u7cfb\u7edf\u9a8c\u8bc1\u4e86\u5176\u6280\u672f\u9886\u5148\u5730\u4f4d\u3002\u6b64\u5916\uff0c\u968f\u7740\u6c7d\u8f66\u5e93\u5b58\u5728 2026 \u5e74\u5e95\u51fa\u6e05\uff0c\u82f1\u98de\u51cc\u5728\u6c7d\u8f66 MCU \u548c\u529f\u7387\u6a21\u5757\u65b9\u9762\u7684\u5de8\u5927\u79ef\u538b\u8ba2\u5355\u5c06\u8f6c\u5316\u4e3a\u663e\u8457\u7684\u7ecf\u8425\u6760\u6746\u3002   <\/p>\n\n<p><strong>\u770b\u8dcc\u6848\u4f8b\uff1a<\/strong> \u4e3b\u8981\u98ce\u9669\u5728\u4e8e\u5b8f\u89c2\u7ecf\u6d4e\u3002\u957f\u671f\u7684\u9ad8\u5229\u7387\u73af\u5883\u53ef\u80fd\u4f1a\u8fdb\u4e00\u6b65\u963b\u788d\u5168\u7403\u7535\u52a8\u6c7d\u8f66\u7684\u666e\u53ca\uff0c\u5c24\u5176\u662f\u5728\u6b27\u6d32\u548c\u7f8e\u56fd\u3002\u6b64\u5916\uff0c\u610f\u6cd5\u534a\u5bfc\u4f53 (STMicroelectronics) \u548c\u5b89\u68ee\u7f8e (ON Semiconductor) \u7b49\u7ade\u4e89\u5bf9\u624b\u5728 SiC \u9886\u57df\u7684\u6fc0\u8fdb\u4ea7\u80fd\u6269\u5f20\uff0c\u52a0\u4e0a\u4e2d\u56fd\u672c\u571f\u529f\u7387\u534a\u5bfc\u4f53\u5382\u5546\u7684\u5d1b\u8d77\uff08\u5c3d\u7ba1\u5b58\u5728\u4e13\u5229\u6469\u64e6\uff09\uff0c\u53ef\u80fd\u5bfc\u81f4\u5bbd\u7981\u5e26\u6750\u6599\u5728 2027 \u5e74\u51fa\u73b0\u4ef7\u683c\u4e0b\u6ed1\u3002  <\/p>\n\n<h1 class=\"wp-block-heading\">\u5173\u952e\u50ac\u5316\u5242<\/h1>\n\n<ol class=\"wp-block-list\">\n<li><strong>AI \u8425\u6536\u52a0\u901f\uff1a<\/strong> \u5b63\u5ea6\u62ab\u9732\u4e2d\u91cf\u5316 NVIDIA MGX \u5e73\u53f0\u53ca\u66f4\u5e7f\u6cdb AI \u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u5e26\u6765\u7684\u8425\u6536\u8d21\u732e\u7387\u3002<\/li>\n\n\n\n<li><strong>\u5fb7\u7d2f\u65af\u987f\u6676\u5706\u5382\u722c\u5761\uff1a<\/strong> \u8017\u8d44 50 \u4ebf\u6b27\u5143\u7684\u5fb7\u7d2f\u65af\u987f\u5de5\u5382\u6210\u529f\u6269\u4ea7\uff0c\u8fd9\u5c06\u663e\u8457\u964d\u4f4e 300mm \u6a21\u62df\/\u6df7\u5408\u4fe1\u53f7\u548c\u529f\u7387\u6280\u672f\u7684\u5355\u4f4d\u6210\u672c\u3002<\/li>\n\n\n\n<li><strong>\u6c7d\u8f66\u4e1a\u52a1\u590d\u82cf\uff1a<\/strong> \u968f\u7740\u4e00\u7ea7\u4f9b\u5e94\u5546\u5b8c\u6210\u53bb\u5e93\u5b58\u5468\u671f\uff0c\u6c7d\u8f66 (ATV) \u90e8\u95e8\u6062\u590d\u73af\u6bd4\u589e\u957f\u3002<\/li>\n<\/ol>\n\n<h1 class=\"wp-block-heading\">\u7ed3\u8bba<\/h1>\n\n<p>\u82f1\u98de\u51cc\u662f\u672a\u6765\u5341\u5e74\u8ba1\u7b97\u548c\u79fb\u52a8\u9886\u57df\u7684\u57fa\u7840\u8d44\u4ea7\u3002\u867d\u7136\u5f53\u524d\u7684\u4f30\u503c\u8981\u6c42\u6781\u9ad8\u7684\u6267\u884c\u529b\uff0c\u4f46\u8be5\u516c\u53f8\u5728\u529f\u7387\u7535\u5b50\u9886\u57df\u7684\u62a4\u57ce\u6cb3\u662f\u65e0\u4e0e\u4f26\u6bd4\u7684\u3002 <\/p>\n\n<p><strong>\u82f1\u98de\u51cc\u79d1\u6280 (IFX \/ IFNNY)\uff1a<\/strong> \u4e70\u5165\u3002\u76ee\u6807\u4ef7\uff1a105.00 \u6b27\u5143 \/ 150.00 \u7f8e\u5143\u3002 <\/p>\n\n<p><strong>\u5168\u7403\u540c\u884c\u8bc4\u7ea7\uff1a<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>  <strong>\u5b89\u68ee\u7f8e (ON)\uff1a<\/strong> \u4e70\u5165\u3002\u76ee\u6807\u4ef7\uff1a145.00 \u7f8e\u5143\u3002\uff08Treo \u5e73\u53f0\u548c SiC \u6c7d\u8f66\u8ba2\u5355\u7684\u83b7\u80dc\u652f\u6491\u4e86\u6ea2\u4ef7\uff09\u3002  <\/li>\n\n\n\n<li>  <strong>\u610f\u6cd5\u534a\u5bfc\u4f53 (STM)\uff1a<\/strong> \u6301\u6709\u3002\u76ee\u6807\u4ef7\uff1a75.00 \u7f8e\u5143\u3002\uff08\u5c3d\u7ba1\u6709\u6570\u636e\u4e2d\u5fc3\u96c4\u5fc3\uff0c\u4f46\u6267\u884c\u98ce\u9669\u4f9d\u7136\u5b58\u5728\uff09\u3002  <\/li>\n\n\n\n<li>  <strong>\u53f0\u79ef\u7535 (TSM)\uff1a<\/strong> \u4e70\u5165\u3002\u76ee\u6807\u4ef7\uff1a520.00 \u7f8e\u5143\u3002\uff08\u4e0d\u53ef\u6216\u7f3a\u7684\u4ee3\u5de5\u5784\u65ad\u8005\uff09\u3002  <\/li>\n\n\n\n<li>  <strong>\u4e09\u661f\u7535\u5b50 (005930)\uff1a<\/strong> \u6301\u6709\u3002\u76ee\u6807\u4ef7\uff1a380,000 \u97e9\u5143\u3002\uff08HBM \u6267\u884c\u529b\u4ecd\u9700\u65f6\u95f4\u8bc1\u660e\uff09\u3002  <\/li>\n\n\n\n<li>  <strong>SK \u6d77\u529b\u58eb (000660)\uff1a<\/strong> \u4e70\u5165\u3002\u76ee\u6807\u4ef7\uff1a3,100,000 \u97e9\u5143\u3002\uff08\u4eca\u65e5\u7684\u629b\u552e\u662f\u8fdb\u5165\u8fd9\u4f4d HBM \u9886\u5bfc\u8005\u7684\u4ee3\u9645\u673a\u4f1a\uff09\u3002  <\/li>\n\n\n\n<li>  <strong>\u8054\u53d1\u79d1 (2454)\uff1a<\/strong> \u4e70\u5165\u3002\u76ee\u6807\u4ef7\uff1a5,000 \u65b0\u53f0\u5e01\u3002\uff08ASIC \u548c\u667a\u80fd\u8fb9\u7f18\u52a8\u91cf\u88ab\u4f4e\u4f30\uff09\u3002  <\/li>\n\n\n\n<li>  <strong>\u65e5\u6708\u5149\u534a\u5bfc\u4f53 (ASX)\uff1a<\/strong> \u4e70\u5165\u3002\u76ee\u6807\u4ef7\uff1a48.00 \u7f8e\u5143\u3002\uff08\u5148\u8fdb\u5c01\u88c5\u74f6\u9888\u4f7f\u5176\u5730\u4f4d\u81f3\u5173\u91cd\u8981\uff09\u3002  <\/li>\n\n\n\n<li>  <strong>\u745e\u8428\u7535\u5b50 (6723)\uff1a<\/strong> \u6301\u6709\u3002\u76ee\u6807\u4ef7\uff1a5,000 \u65e5\u5143\u3002\uff08\u6536\u8d2d\u6574\u5408\u9700\u8bc1\u660e\u80fd\u5e26\u6765\u589e\u503c\uff09\u3002  <\/li>\n\n\n\n<li>  <strong>\u7f57\u59c6\u534a\u5bfc\u4f53 (6963)\uff1a<\/strong> \u6301\u6709\u3002\u76ee\u6807\u4ef7\uff1a5,600 \u65e5\u5143\u3002\uff08\u6536\u8d2d\u6ea2\u4ef7\u5df2\u57fa\u672c\u53cd\u6620\u5728\u80a1\u4ef7\u4e2d\uff1b\u72ec\u7acb\u6267\u884c\u529b\u6ede\u540e\uff09\u3002  <\/li>\n\n\n\n<li>  <strong>\u4e1c\u4eac\u7535\u5b50 (8035)\uff1a<\/strong> \u4e70\u5165\u3002\u76ee\u6807\u4ef7\uff1a85,000 \u65e5\u5143\u3002\uff08AI \u65f6\u4ee3\u6676\u5706\u5382\u8bbe\u5907\u652f\u51fa\u5728\u7ed3\u6784\u4e0a\u66f4\u9ad8\uff09\u3002  <\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\u534a\u5bfc\u4f53\u884c\u4e1a\u76ee\u524d\u6b63\u5904\u4e8e\u5267\u70c8\u7684\u4e24\u6781\u5206\u5316\u4e4b\u4e2d\u3002&hellip;<\/p>\n","protected":false},"author":5,"featured_media":903,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[49],"tags":[],"class_list":["post-902","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ 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