\u4e09\u661f\u7535\u5b50 (KS:005930) \u9884\u8ba1\u7b2c\u4e8c\u5b63\u5ea6\u5229\u6da6\u5c06\u8f83\u4e0a\u5e74\u540c\u671f\u589e\u957f 13 \u500d\uff0c\u56e0\u4e3a\u5bf9\u4eba\u5de5\u667a\u80fd\u6280\u672f\u7684\u9700\u6c42\u63a8\u52a8\u4e86\u5185\u5b58\u82af\u7247\u4ef7\u683c\u7684\u53cd\u5f39\u3002<\/p>\n
\u6839\u636e LSEG SmartEstimate \u5bf9 27 \u4f4d\u5206\u6790\u5e08\u7684\u5e73\u5747\u4f30\u8ba1\uff0c\u8fd9\u5bb6\u5168\u7403\u6700\u5927\u7684\u5185\u5b58\u82af\u7247\u3001\u667a\u80fd\u624b\u673a\u548c\u7535\u89c6\u5236\u9020\u5546\u7684\u8425\u4e1a\u5229\u6da6\u53ef\u80fd\u5728\u622a\u81f3 6 \u6708 30 \u65e5\u7684\u5b63\u5ea6\u5347\u81f3 8.8 \u4e07\u4ebf\u97e9\u5143\uff0863.4 \u4ebf\u7f8e\u5143\uff09\uff0c\u8be5\u4f30\u8ba1\u504f\u5411\u90a3\u4e9b\u66f4\u51c6\u786e\u7684\u5206\u6790\u5e08\u3002<\/p>\n
\u8fd9\u5c06\u662f\u4e09\u661f\u81ea 2022 \u5e74\u7b2c\u4e09\u5b63\u5ea6\u4ee5\u6765\u7684\u6700\u9ad8\u5229\u6da6\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u53bb\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u8425\u4e1a\u5229\u6da6\u4e3a 6700 \u4ebf\u97e9\u5143\u3002<\/p>\n
\u8fd9\u5bb6\u79d1\u6280\u5de8\u5934\u7684\u5173\u952e\u534a\u5bfc\u4f53\u90e8\u95e8\u7684\u4e1a\u7ee9\u53ef\u80fd\u4f1a\u7ee7\u7eed\u6539\u5584\u5176\u8fde\u7eed\u7b2c\u4e8c\u4e2a\u5b63\u5ea6\u7684\u5229\u6da6\uff0c\u56e0\u4e3a\u5185\u5b58\u82af\u7247\u4ef7\u683c\u4ece 2022 \u5e74\u4e2d\u671f\u5230 2023 \u5e74\u5e95\u7684\u4f4e\u8c37\u6301\u7eed\u4e0a\u6da8\uff0c\u8fd9\u662f\u7531\u4e8e\u75ab\u60c5\u540e\u5bf9\u4f7f\u7528\u8fd9\u4e9b\u82af\u7247\u7684\u8bbe\u5907\u7684\u9700\u6c42\u75b2\u8f6f\u9020\u6210\u7684\u3002<\/p>\n
\u5206\u6790\u5e08\u8868\u793a\uff0c\u5bf9\u9ad8\u7aef DRAM \u82af\u7247\uff08\u4f8b\u5982\u7528\u4e8e AI \u82af\u7247\u7ec4\u7684\u9ad8\u5e26\u5bbd\u5185\u5b58 (HBM) \u82af\u7247\uff09\u4ee5\u53ca\u7528\u4e8e\u6570\u636e\u4e2d\u5fc3\u670d\u52a1\u5668\u548c\u8fd0\u884c AI \u670d\u52a1\u7684\u5c0f\u5de5\u5177\u7684\u82af\u7247\uff09\u7684\u7206\u70b8\u5f0f\u9700\u6c42\u6b63\u5728\u652f\u6491\u82af\u7247\u884c\u4e1a\u7684\u5168\u9762\u590d\u82cf\u3002<\/p>\n
\u636e\u6570\u636e\u63d0\u4f9b\u5546 TrendForce \u79f0\uff0c\u5728\u7b2c\u4e8c\u5b63\u5ea6\uff0c\u7528\u4e8e\u6280\u672f\u8bbe\u5907\u7684 DRAM \u82af\u7247\u7684\u5185\u5b58\u82af\u7247\u4ef7\u683c\u8f83\u4e0a\u4e00\u5b63\u5ea6\u4e0a\u6da8\u4e86\u7ea6 13% \u81f3 18%\uff0c\u7528\u4e8e\u6570\u636e\u5b58\u50a8\u7684 NAND Flash \u82af\u7247\u7684\u4ef7\u683c\u4e0a\u6da8\u4e86 15% \u81f3 20%\u3002<\/p>\n
\u6839\u636e 10 \u4f4d\u5206\u6790\u5e08\u7684\u5e73\u5747\u9884\u6d4b\uff0c\u4e09\u661f\u82af\u7247\u90e8\u95e8\u7b2c\u4e8c\u5b63\u5ea6\u7684\u8425\u4e1a\u5229\u6da6\u4f30\u8ba1\u4e3a 4.6 \u4e07\u4ebf\u97e9\u5143\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u53bb\u5e74\u540c\u671f\u7684\u4e8f\u635f\u4e3a 4.36 \u4e07\u4ebf\u97e9\u5143\u3002<\/p>\n
\u5206\u6790\u5e08\u8868\u793a\uff0c\u5c3d\u7ba1\u5176\u667a\u80fd\u624b\u673a\u51fa\u8d27\u91cf\u76f8\u4f3c\uff0c\u4f46\u5176\u79fb\u52a8\u4e1a\u52a1\u7b2c\u4e8c\u5b63\u5ea6\u7684\u8425\u4e1a\u5229\u6da6\u53ef\u80fd\u4e0e\u53bb\u5e74\u76f8\u6bd4\u6709\u6240\u4e0b\u964d\uff0c\u539f\u56e0\u662f\u96f6\u90e8\u4ef6\u6210\u672c\u4e0a\u5347\u4ee5\u53ca AI \u670d\u52a1\u7684\u8425\u9500\u548c\u5f00\u53d1\u6210\u672c\u589e\u52a0\u3002<\/p>\n
\u6839\u636e 10 \u4f4d\u5206\u6790\u5e08\u7684\u5e73\u5747\u9884\u6d4b\uff0c\u79fb\u52a8\u4e1a\u52a1\u7684\u8425\u4e1a\u5229\u6da6\u53ef\u80fd\u7ea6\u4e3a 2.2 \u4e07\u4ebf\u97e9\u5143\uff0c\u4f4e\u4e8e\u4e00\u5e74\u524d\u7684 3.04 \u4e07\u4ebf\u97e9\u5143\u3002<\/p>\n
\u4e09\u661f\u9884\u8ba1\u5c06\u4e8e 7 \u6708 10 \u65e5\u5728\u5df4\u9ece\u63a8\u51fa\u5176\u6700\u65b0\u65d7\u8230\u53ef\u6298\u53e0\u624b\u673a\u548c\u624b\u673a\u914d\u4ef6\uff08\u5305\u62ec\u4e00\u6b3e\u7528\u4e8e\u5065\u5eb7\u76d1\u6d4b\u7684\u65b0\u578b\u6212\u6307\uff09\uff0c\u4e0e\u7ade\u4e89\u5bf9\u624b\u82f9\u679c (NASDAQ:AAPL) \u5728\u9ad8\u7aef\u5e02\u573a\u5c55\u5f00\u7ade\u4e89\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
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