{"id":2383,"date":"2024-02-09T19:02:22","date_gmt":"2024-02-09T11:02:22","guid":{"rendered":"https:\/\/yuaninvest.blog\/?p=2383"},"modified":"2024-02-10T16:29:49","modified_gmt":"2024-02-10T08:29:49","slug":"gooayeep406","status":"publish","type":"post","link":"https:\/\/yuaninvest.blog\/gooayeep406\/","title":{"rendered":"\u3010\u80a1\u764c\u3011EP406 \u65b0\u52a0\u5761\u4e4b\u65c5&amp; \u5e02\u5834\u8fd1\u6cc1 &amp;\u8a18\u61b6\u9ad4&amp;\u8eca\u7528\u3001Cybertruck&amp;\u6d77\u5916IDM \u6574\u4f75? &amp; \u9078\u80a1\u65b9\u5f0f(\u9304\u97f3\u6642\u9593 : 20231202)"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">\u65b0\u52a0\u5761\u4e4b\u65c5<\/h2>\n\n\n\n<ul>\n<li>\u9664\u4e86\u74b0\u7403\u5f71\u57ce\u4e4b\u5916\uff0c\u5176\u4ed6\u7f8e\u98df\u90fd\u53ef\u4ee5\u5728\u6a5f\u5834\u5403\u5230<\/li>\n\n\n\n<li>\u7f8e\u98df\u63a8\u85a6 \u8386\u7530\u3001\u8089\u9aa8\u8336\u3001\u73cd\u5bf6\u6d77\u9bae\u3001Shake Shack<\/li>\n\n\n\n<li>\u6a5f\u5834\u5167\u4e5f\u6709\u4f4f\u5bbf<\/li>\n\n\n\n<li>\u6a5f\u5834\u5167\u4e5f\u6709\u5ba4\u5167\u96e8\u6797<\/li>\n\n\n\n<li>\u8a08\u7a0b\u8eca\u5efa\u8b70\u642dGrab<\/li>\n\n\n\n<li>\u65b0\u52a0\u5761\u771f\u7684\u5f88\u71b1<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\u5e02\u5834\u8fd1\u6cc1<\/h2>\n\n\n\n<ul>\n<li>\u6700\u8fd1\u771f\u7684\u5f88\u8212\u670d\uff0c\u4e00\u822c\u770b\u5230\u5f88\u591a\u4eba\u5728\u8212\u670d\u7684\u6642\u5019\u5c31\u8981\u6e96\u5099\u5f8c\u9762\u7684\u4e0d\u8212\u670d<\/li>\n\n\n\n<li>\u6295\u8cc7\u539f\u5247\u662f\u773c\u898b\u70ba\u6191\uff0c\u5982\u679c\u6709\u53cd\u8f49\u8de1\u8c61(\u5927\u9ed1K\u6216\u95dc\u9375\u652f\u6490\u8dcc\u7834)\u518d\u4f86\u8abf\u6574<\/li>\n\n\n\n<li>\u5982\u679c\u9047\u5230\u4fee\u6b63\u764c\u5927\u7684\u898f\u5283\n<ul>\n<li>AI \u6301\u80a1\u90e8\u5206 :\u3000\u6e1b\u6301\u8f1d\u9054\u3001\u8f1d\u9054\u7cfb\u3001ASIC \uff0c\u589e\u6301AMD\u7cfb\uff0c\u53f0\u80a1\u7684ODM\u548c\u6563\u71b1\u90fd\u6c92\u4e86<\/li>\n\n\n\n<li>\u7f8e\u80a1\u548c\u53f0\u80a1\u90fd\u6709\u6d88\u8cbb\u6027\u548c\u8a18\u61b6\u9ad4\u589e\u6301<\/li>\n\n\n\n<li>\u907f\u958bPC\u3001\u7b46\u96fb\u548c\u9762\u677f<\/li>\n\n\n\n<li>\u589e\u52a0CIS\u548c\u5c04\u983b(\u57fa\u671f\u904a\u6232\uff0c\u56e0\u70ba2023\u5be6\u5728\u592a\u721b2024\u53ea\u8981\u4e0d\u5dee\u71df\u6536\u5e74\u589e\u5c31\u6703\u5f88\u597d\u770b)\uff0c\u53ef\u95dc\u6ce8\u7684\u516c\u53f8\u6709\u5168\u65b0\u3001\u5b8f\u6377\u79d1\u3001\u7a69\u61cb<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>\u96d911\u883b\u666e\u901a(\u6700\u5927\u7684\u6298\u6263)\uff0c\u96d912\u53ef\u80fd\u6703\u88ab\u53d6\u6d88<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\u8a18\u61b6\u9ad4<\/h2>\n\n\n\n<ul>\n<li>\u6d77\u529b\u58eb\u7684\u8001\u95c6\u8aaaHBM\u7684\u51fa\u8ca850\u842c\u9846Cube\uff0c\u764c\u5927\u89ba\u5f97\u9019\u6578\u5b57\u6709\u554f\u984c\uff0c\u6709\u6a5f\u7387\u662f\u4f4e\u4f30<\/li>\n\n\n\n<li>\u7f8e\u5149\u6709\u6a5f\u6703\u505a300\u842c~500\u842c\u9846HBM<\/li>\n\n\n\n<li>HMB\u7684\u826f\u7387\u4e0d\u9ad8\uff0c\u63a8\u4f30\u53ea\u67095\u6210~7\u6210<\/li>\n\n\n\n<li>NAND\u548cDRAM : NAND\u7684\u6f32\u52e2\u6bd4DRAM\u597d\uff0cNAND\u807d\u8aaa2024Q1\u8981\u7e7c\u7e8c\u6f32\u50f9\uff0c\u671f\u5f85\u50f9\u6f32\u91cf\u6f32\uff0c\u5982\u679c\u51fa\u73fe\u50f9\u6f32\u91cf\u6f32\u5c31\u53ef\u4ee5\u8a8d\u771f\u95dc\u6ce8<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\u8eca\u7528<\/h2>\n\n\n\n<ul>\n<li>Bill Ackman\u5728\u63a1\u8a2a\u6642\u8868\u793a\u4ed6\u8a8d\u70ba\u964d\u606f\u53ef\u80fd\u6703\u63d0\u65e9\u52302024Q1\uff0c\u4ed6\u89ba\u5f97\u518d\u4e0d\u964d\u606f\u7684\u8a71\u53ef\u80fd\u6703\u6709\u4eba\u8df3\u764c<\/li>\n\n\n\n<li>\u6bcf\u6b21\u5feb\u901f\u964d\u606f\u90fd\u662f\u6709\u4e8b\u60c5\u7206\u70b8<\/li>\n\n\n\n<li>\u5982\u679c\u7a81\u7136\u51fa\u73fe\u964d\u606f\uff0c\u7136\u5f8c\u80a1\u7968\u5e02\u5834\u958b\u5d29\u4e5f\u4e0d\u5947\u602a<\/li>\n\n\n\n<li>\u5982\u679cFED\u63d0\u65e9\u964d\u606f\uff0c\u6211\u5011\u53ef\u4ee5\u95dc\u6ce8\u6b50\u7f8e\u623f\u5730\u7522\u3001\u65b0\u5275\u3001\u5c0f\u578b\u80a1\u7968(IWM)\u3001ARK\u3001\u8eca\u5b50\u3001\u5962\u4f88\u54c1\uff0c\u764c\u5927\u76ee\u524d\u6709IWM\u3001Cloudflare\u3001Pure Storage\u3001NetApp<\/li>\n\n\n\n<li>\u8cc7\u91d1\u58d3\u529b\u4e0b\u964d(\u9060\u54e5\u6ce8 : \u964d\u606f)\u4e4b\u5f8c\u8eca\u5b50\u92b7\u91cf\u6709\u6a5f\u6703\u5fa9\u7526<\/li>\n\n\n\n<li>Cybertruck \u5df2\u63a8\u51fa\n<ul>\n<li>RWD\u5f8c\u9a45\u7248\u672c\u3001AWD\u56db\u9a45\u7248\u672c\u3001Cyberbeast\u6027\u80fd\u7248\u672c(\u6700\u5f37)<\/li>\n\n\n\n<li>Cyberbeast\u5b9a\u50f9\u70ba10\u842c\u7f8e\u5143<\/li>\n\n\n\n<li>\u96fb\u52d5\u8eca\u901f\u52d5\u5f9e0\u5230\u767e\u771f\u7684\u662f\u6cb9\u8eca\u7121\u6cd5\u6bd4\u7684<\/li>\n\n\n\n<li>\u53f0\u7063\u53ef\u80fd3~4\u5e74\u5f8c\u624d\u6bd4\u8f03\u597d\u8cb7\u5230<\/li>\n\n\n\n<li>\u5be6\u969b\u552e\u50f9\u6bd42019\u5e74\u7576\u521d\u8aaa\u7684\u8cb4\u883b\u591a\uff0c\u4f46\u662f\u8ddf\u5176\u4ed6\u5ee0\u724c\u6bd4\u8f03\u4e26\u6c92\u6709\u5dee\u592a\u591a<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>\u5982\u679c\u8981\u8cb7\u8eca\u7528\u7684\u8a71\uff0c\u6703\u512a\u5148\u8cb7\u54c1\u724c\uff0c\u7b49\u62c9\u8ca8\u6f6e\u8d77\u4f86\u4e4b\u5f8c\u624d\u53bb\u8cb7\u96f6\u7d44\u4ef6<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\u6d77\u5916IDM \u6574\u4f75?<\/h2>\n\n\n\n<ul>\n<li>\u6ce8\u610f\u770b\u770b\u80a1\u50f9\u6709\u5d29\u7684IDM<\/li>\n\n\n\n<li>Intel \u7684Spin off(\u5206\u62c6)\u6709\u6a5f\u6703\u57282024Q1\u770b\u5230\u5f8c\u7e8c\u7684\u767c\u5c55<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\u9078\u80a1\u65b9\u5f0f<\/h2>\n\n\n\n<ul>\n<li>\u628a\u76f8\u95dc\u985e\u80a1\u90fd\u62c9\u6210\u81ea\u9078\u80a1\uff0c\u5982\u679c\u767c\u73fe\u540c\u6642\u90fd\u4e00\u8d77\u5728\u52d5\u7684\u8a71\uff0c\u5c31\u5feb\u901f\u7684\u6bd4\u5c0d\u3001\u8a8d\u77e5\u5e02\u5834\u7684\u8a8d\u77e5\u548c\u81ea\u5df1\u7684\u8a8d\u77e5\u6709\u5dee\u8ddd\u7684\u8a71\uff0c\u53ef\u80fd\u5c31\u662f\u65b0\u7684\u6a5f\u6703<\/li>\n\n\n\n<li>\u8f49\u4fdd\u5b88\u5f8c\uff0c\u6703\u6709\u90e8\u5206\u8cc7\u91d1\u5e03\u5c40\u5728\u5927\u5bb6\u90fd\u8aaa\u5f88\u721b\u7684\u80a1\u7968\u4f46\u764c\u5927\u89ba\u5f97\u6c92\u6709\u9019\u9ebc\u721b\u7684\u80a1\u7968\uff0c\u610f\u5916\u7684\u767c\u73fe\u7e3e\u6548\u9084\u4e0d\u932f<\/li>\n\n\n\n<li>\u9084\u662f\u6709\u5728\u4ea4\u6613\u52d5\u80fd\u80a1(AMD)<\/li>\n\n\n\n<li>\u9084\u6709\u4e00\u4e9b\u9084\u6c92\u5674\u51fa\u7684\u5c04\u983b<\/li>\n<\/ul>\n\n\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u5ef6\u4f38\u95b1\u8b80<\/strong><\/h2>\n\n\n\n<ul>\n<li><a href=\"https:\/\/yuaninvest.blog\/finlabcourse1\/\"><u>\u6253\u90202022\u5e74\u5831\u916c\u7387\u8d85\u904e30%\u7684\u7b56\u7565<\/u><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/yuaninvest.blog\/gooaye\/\"><u>\u3010\u80a1\u764c\u3011\u80a1\u764c\u5b8c\u6574\u76ee\u9304<\/u><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/skis.tw\/k97LoLxzwy5\">\u65b0\u5149\u8b49\u5238\u65b0\u958b\u6236\u4eab\u624b\u7e8c\u8cbb\u9707\u64bc\u50f9+\u98183000\u5143\u4ee5\u4e0a\u624b\u7e8c\u8cbb\u62b5\u7528\u91d1<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\u65b0\u52a0\u5761\u4e4b\u65c5 \u5e02\u5834\u8fd1\u6cc1 \u8a18\u61b6\u9ad4 \u8eca\u7528 \u6d77\u5916IDM \u6574\u4f75? \u9078\u80a1\u65b9\u5f0f \u5ef6\u4f38\u95b1\u8b80<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":true,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","footnotes":""},"categories":[17,2],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v18.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\u3010\u80a1\u764c\u3011EP406 \u65b0\u52a0\u5761\u4e4b\u65c5&amp; \u5e02\u5834\u8fd1\u6cc1 &amp;\u8a18\u61b6\u9ad4&amp;\u8eca\u7528\u3001Cybertruck&amp;\u6d77\u5916IDM \u6574\u4f75? &amp; \u9078\u80a1\u65b9\u5f0f(\u9304\u97f3\u6642\u9593 : 20231202) - \u9060\u54e5\u6295\u8cc7\u7b46\u8a18<\/title>\n<meta name=\"description\" content=\"- \u65b0\u52a0\u5761\u4e4b\u65c5 - \u9664\u4e86\u74b0\u7403\u5f71\u57ce\u4e4b\u5916\uff0c\u5176\u4ed6\u7f8e\u98df\u90fd\u53ef\u4ee5\u5728\u6a5f\u5834\u5403\u5230 - \u7f8e\u98df\u63a8\u85a6 \u8386\u7530\u3001\u8089\u9aa8\u8336\u3001\u73cd\u5bf6\u6d77\u9bae\u3001Shake Shack - \u6a5f\u5834\u5167\u4e5f\u6709\u4f4f\u5bbf - \u6a5f\u5834\u5167\u4e5f\u6709\u5ba4\u5167\u96e8\u6797 - \u8a08\u7a0b\u8eca\u5efa\u8b70\u642dGrab - \u65b0\u52a0\u5761\u771f\u7684\u5f88\u71b1- \u5e02\u5834\u8fd1\u6cc1 - \u6700\u8fd1\u771f\u7684\u5f88\u8212\u670d\uff0c\u4e00\u822c\u770b\u5230\u5f88\u591a\u4eba\u5728\u8212\u670d\u7684\u6642\u5019\u5c31\u8981\u6e96\u5099\u5f8c\u9762\u7684\u4e0d\u8212\u670d - 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\u8a18\u61b6\u9ad4 - \u6d77\u529b\u58eb\u7684\u8001\u95c6\u8aaaHBM\u7684\u51fa\u8ca850\u842c\u9846Cube\uff0c\u764c\u5927\u89ba\u5f97\u9019\u6578\u5b57\u6709\u554f\u984c\uff0c\u6709\u6a5f\u7387\u662f\u4f4e\u4f30 - \u7f8e\u5149\u6709\u6a5f\u6703\u505a300\u842c~500\u842c\u9846HBM - HMB\u7684\u826f\u7387\u4e0d\u9ad8\uff0c\u63a8\u4f30\u53ea\u67095\u6210~7\u6210 - NAND\u548cDRAM : NAND\u7684\u6f32\u52e2\u6bd4DRAM\u597d\uff0cNAND\u807d\u8aaa2024Q1\u8981\u7e7c\u7e8c\u6f32\u50f9\uff0c\u671f\u5f85\u50f9\u6f32\u91cf\u6f32\uff0c\u5982\u679c\u51fa\u73fe\u50f9\u6f32\u91cf\u6f32\u5c31\u53ef\u4ee5\u8a8d\u771f\u95dc\u6ce8- \u8eca\u7528\u3001Cybertruck - Bill Ackman\u5728\u63a1\u8a2a\u6642\u8868\u793a\u4ed6\u8a8d\u70ba\u964d\u606f\u53ef\u80fd\u6703\u63d0\u65e9\u52302024Q1\uff0c\u4ed6\u89ba\u5f97\u518d\u4e0d\u964d\u606f\u7684\u8a71\u53ef\u80fd\u6703\u6709\u4eba\u8df3\u764c - \u6bcf\u6b21\u5feb\u901f\u964d\u606f\u90fd\u662f\u6709\u4e8b\u60c5\u7206\u70b8 - \u5982\u679c\u7a81\u7136\u51fa\u73fe\u964d\u606f\uff0c\u7136\u5f8c\u80a1\u7968\u5e02\u5834\u958b\u5d29\u4e5f\u4e0d\u5947\u602a - \u5982\u679cFED\u63d0\u65e9\u964d\u606f\uff0c\u6211\u5011\u53ef\u4ee5\u95dc\u6ce8\u6b50\u7f8e\u623f\u5730\u7522\u3001\u65b0\u5275\u3001\u5c0f\u578b\u80a1\u7968(IWM)\u3001ARK\u3001\u8eca\u5b50\u3001\u5962\u4f88\u54c1\uff0c\u764c\u5927\u76ee\u524d\u6709IWM\u3001Cloudflare\u3001Pure Storage\u3001NetApp - \u8cc7\u91d1\u58d3\u529b\u4e0b\u964d(\u9060\u54e5\u6ce8 : \u964d\u606f)\u4e4b\u5f8c\u8eca\u5b50\u92b7\u91cf\u6709\u6a5f\u6703\u5fa9\u7526 - Cybertruck \u5df2\u63a8\u51fa - RWD\u5f8c\u9a45\u7248\u672c\u3001AWD\u56db\u9a45\u7248\u672c\u3001Cyberbeast\u6027\u80fd\u7248\u672c(\u6700\u5f37) - Cyberbeast\u5b9a\u50f9\u70ba10\u842c\u7f8e\u5143 - \u96fb\u52d5\u8eca\u901f\u52d5\u5f9e0\u5230\u767e\u771f\u7684\u662f\u6cb9\u8eca\u7121\u6cd5\u6bd4\u7684 - \u53f0\u7063\u53ef\u80fd3~4\u5e74\u5f8c\u624d\u6bd4\u8f03\u597d\u8cb7\u5230 - \u5be6\u969b\u552e\u50f9\u6bd42019\u5e74\u7576\u521d\u8aaa\u7684\u8cb4\u883b\u591a\uff0c\u4f46\u662f\u8ddf\u5176\u4ed6\u5ee0\u724c\u6bd4\u8f03\u4e26\u6c92\u6709\u5dee\u592a\u591a - \u5982\u679c\u8981\u8cb7\u8eca\u7528\u7684\u8a71\uff0c\u6703\u512a\u5148\u8cb7\u54c1\u724c\uff0c\u7b49\u62c9\u8ca8\u6f6e\u8d77\u4f86\u4e4b\u5f8c\u624d\u53bb\u8cb7\u96f6\u7d44\u4ef6- \u6d77\u5916IDM \u6574\u4f75? - \u6ce8\u610f\u770b\u770b\u80a1\u50f9\u6709\u5d29\u7684IDM - Intel \u7684Spin off(\u5206\u62c6)\u6709\u6a5f\u6703\u57282024Q1\u770b\u5230\u5f8c\u7e8c\u7684\u767c\u5c55- \u9078\u80a1\u65b9\u5f0f - \u628a\u76f8\u95dc\u985e\u80a1\u90fd\u62c9\u6210\u81ea\u9078\u80a1\uff0c\u5982\u679c\u767c\u73fe\u540c\u6642\u90fd\u4e00\u8d77\u5728\u52d5\u7684\u8a71\uff0c\u5c31\u5feb\u901f\u7684\u6bd4\u5c0d\u3001\u8a8d\u77e5\u5e02\u5834\u7684\u8a8d\u77e5\u548c\u81ea\u5df1\u7684\u8a8d\u77e5\u6709\u5dee\u8ddd\u7684\u8a71\uff0c\u53ef\u80fd\u5c31\u662f\u65b0\u7684\u6a5f\u6703 - \u8f49\u4fdd\u5b88\u5f8c\uff0c\u6703\u6709\u90e8\u5206\u8cc7\u91d1\u5e03\u5c40\u5728\u5927\u5bb6\u90fd\u8aaa\u5f88\u721b\u7684\u80a1\u7968\u4f46\u764c\u5927\u89ba\u5f97\u6c92\u6709\u9019\u9ebc\u721b\u7684\u80a1\u7968\uff0c\u610f\u5916\u7684\u767c\u73fe\u7e3e\u6548\u9084\u4e0d\u932f - \u9084\u662f\u6709\u5728\u4ea4\u6613\u52d5\u80fd\u80a1(AMD) - \u9084\u6709\u4e00\u4e9b\u9084\u6c92\u5674\u51fa\u7684\u5c04\u983b\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/yuaninvest.blog\/gooayeep406\/\" \/>\n<meta property=\"og:locale\" content=\"zh_TW\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u3010\u80a1\u764c\u3011EP406 \u65b0\u52a0\u5761\u4e4b\u65c5&amp; \u5e02\u5834\u8fd1\u6cc1 &amp;\u8a18\u61b6\u9ad4&amp;\u8eca\u7528\u3001Cybertruck&amp;\u6d77\u5916IDM \u6574\u4f75? &amp; \u9078\u80a1\u65b9\u5f0f(\u9304\u97f3\u6642\u9593 : 20231202) - \u9060\u54e5\u6295\u8cc7\u7b46\u8a18\" \/>\n<meta property=\"og:description\" content=\"- \u65b0\u52a0\u5761\u4e4b\u65c5 - \u9664\u4e86\u74b0\u7403\u5f71\u57ce\u4e4b\u5916\uff0c\u5176\u4ed6\u7f8e\u98df\u90fd\u53ef\u4ee5\u5728\u6a5f\u5834\u5403\u5230 - \u7f8e\u98df\u63a8\u85a6 \u8386\u7530\u3001\u8089\u9aa8\u8336\u3001\u73cd\u5bf6\u6d77\u9bae\u3001Shake Shack - \u6a5f\u5834\u5167\u4e5f\u6709\u4f4f\u5bbf - \u6a5f\u5834\u5167\u4e5f\u6709\u5ba4\u5167\u96e8\u6797 - \u8a08\u7a0b\u8eca\u5efa\u8b70\u642dGrab - \u65b0\u52a0\u5761\u771f\u7684\u5f88\u71b1- \u5e02\u5834\u8fd1\u6cc1 - \u6700\u8fd1\u771f\u7684\u5f88\u8212\u670d\uff0c\u4e00\u822c\u770b\u5230\u5f88\u591a\u4eba\u5728\u8212\u670d\u7684\u6642\u5019\u5c31\u8981\u6e96\u5099\u5f8c\u9762\u7684\u4e0d\u8212\u670d - \u6295\u8cc7\u539f\u5247\u662f\u773c\u898b\u70ba\u6191\uff0c\u5982\u679c\u6709\u53cd\u8f49\u8de1\u8c61(\u5927\u9ed1K\u6216\u95dc\u9375\u652f\u6490\u8dcc\u7834)\u518d\u4f86\u8abf\u6574 - \u5982\u679c\u9047\u5230\u4fee\u6b63\u764c\u5927\u7684\u898f\u5283 - AI \u6301\u80a1\u90e8\u5206 :\u3000\u6e1b\u6301\u8f1d\u9054\u3001\u8f1d\u9054\u7cfb\u3001ASIC \uff0c\u589e\u6301AMD\u7cfb\uff0c\u53f0\u80a1\u7684ODM\u548c\u6563\u71b1\u90fd\u6c92\u4e86 - \u7f8e\u80a1\u548c\u53f0\u80a1\u90fd\u6709\u6d88\u8cbb\u6027\u548c\u8a18\u61b6\u9ad4\u589e\u6301 - \u907f\u958bPC\u3001\u7b46\u96fb\u548c\u9762\u677f - \u589e\u52a0CIS\u548c\u5c04\u983b(\u57fa\u671f\u904a\u6232\uff0c\u56e0\u70ba2023\u5be6\u5728\u592a\u721b2024\u53ea\u8981\u4e0d\u5dee\u71df\u6536\u5e74\u589e\u5c31\u6703\u5f88\u597d\u770b)\uff0c\u53ef\u95dc\u6ce8\u7684\u516c\u53f8\u6709\u5168\u65b0\u3001\u5b8f\u6377\u79d1\u3001\u7a69\u61cb - \u96d911\u883b\u666e\u901a(\u6700\u5927\u7684\u6298\u6263)\uff0c\u96d912\u53ef\u80fd\u6703\u88ab\u53d6\u6d88- \u8a18\u61b6\u9ad4 - \u6d77\u529b\u58eb\u7684\u8001\u95c6\u8aaaHBM\u7684\u51fa\u8ca850\u842c\u9846Cube\uff0c\u764c\u5927\u89ba\u5f97\u9019\u6578\u5b57\u6709\u554f\u984c\uff0c\u6709\u6a5f\u7387\u662f\u4f4e\u4f30 - \u7f8e\u5149\u6709\u6a5f\u6703\u505a300\u842c~500\u842c\u9846HBM - HMB\u7684\u826f\u7387\u4e0d\u9ad8\uff0c\u63a8\u4f30\u53ea\u67095\u6210~7\u6210 - NAND\u548cDRAM : NAND\u7684\u6f32\u52e2\u6bd4DRAM\u597d\uff0cNAND\u807d\u8aaa2024Q1\u8981\u7e7c\u7e8c\u6f32\u50f9\uff0c\u671f\u5f85\u50f9\u6f32\u91cf\u6f32\uff0c\u5982\u679c\u51fa\u73fe\u50f9\u6f32\u91cf\u6f32\u5c31\u53ef\u4ee5\u8a8d\u771f\u95dc\u6ce8- \u8eca\u7528\u3001Cybertruck - Bill Ackman\u5728\u63a1\u8a2a\u6642\u8868\u793a\u4ed6\u8a8d\u70ba\u964d\u606f\u53ef\u80fd\u6703\u63d0\u65e9\u52302024Q1\uff0c\u4ed6\u89ba\u5f97\u518d\u4e0d\u964d\u606f\u7684\u8a71\u53ef\u80fd\u6703\u6709\u4eba\u8df3\u764c - \u6bcf\u6b21\u5feb\u901f\u964d\u606f\u90fd\u662f\u6709\u4e8b\u60c5\u7206\u70b8 - \u5982\u679c\u7a81\u7136\u51fa\u73fe\u964d\u606f\uff0c\u7136\u5f8c\u80a1\u7968\u5e02\u5834\u958b\u5d29\u4e5f\u4e0d\u5947\u602a - \u5982\u679cFED\u63d0\u65e9\u964d\u606f\uff0c\u6211\u5011\u53ef\u4ee5\u95dc\u6ce8\u6b50\u7f8e\u623f\u5730\u7522\u3001\u65b0\u5275\u3001\u5c0f\u578b\u80a1\u7968(IWM)\u3001ARK\u3001\u8eca\u5b50\u3001\u5962\u4f88\u54c1\uff0c\u764c\u5927\u76ee\u524d\u6709IWM\u3001Cloudflare\u3001Pure Storage\u3001NetApp - \u8cc7\u91d1\u58d3\u529b\u4e0b\u964d(\u9060\u54e5\u6ce8 : \u964d\u606f)\u4e4b\u5f8c\u8eca\u5b50\u92b7\u91cf\u6709\u6a5f\u6703\u5fa9\u7526 - Cybertruck \u5df2\u63a8\u51fa - RWD\u5f8c\u9a45\u7248\u672c\u3001AWD\u56db\u9a45\u7248\u672c\u3001Cyberbeast\u6027\u80fd\u7248\u672c(\u6700\u5f37) - Cyberbeast\u5b9a\u50f9\u70ba10\u842c\u7f8e\u5143 - \u96fb\u52d5\u8eca\u901f\u52d5\u5f9e0\u5230\u767e\u771f\u7684\u662f\u6cb9\u8eca\u7121\u6cd5\u6bd4\u7684 - \u53f0\u7063\u53ef\u80fd3~4\u5e74\u5f8c\u624d\u6bd4\u8f03\u597d\u8cb7\u5230 - \u5be6\u969b\u552e\u50f9\u6bd42019\u5e74\u7576\u521d\u8aaa\u7684\u8cb4\u883b\u591a\uff0c\u4f46\u662f\u8ddf\u5176\u4ed6\u5ee0\u724c\u6bd4\u8f03\u4e26\u6c92\u6709\u5dee\u592a\u591a - \u5982\u679c\u8981\u8cb7\u8eca\u7528\u7684\u8a71\uff0c\u6703\u512a\u5148\u8cb7\u54c1\u724c\uff0c\u7b49\u62c9\u8ca8\u6f6e\u8d77\u4f86\u4e4b\u5f8c\u624d\u53bb\u8cb7\u96f6\u7d44\u4ef6- \u6d77\u5916IDM \u6574\u4f75? - \u6ce8\u610f\u770b\u770b\u80a1\u50f9\u6709\u5d29\u7684IDM - Intel \u7684Spin off(\u5206\u62c6)\u6709\u6a5f\u6703\u57282024Q1\u770b\u5230\u5f8c\u7e8c\u7684\u767c\u5c55- \u9078\u80a1\u65b9\u5f0f - \u628a\u76f8\u95dc\u985e\u80a1\u90fd\u62c9\u6210\u81ea\u9078\u80a1\uff0c\u5982\u679c\u767c\u73fe\u540c\u6642\u90fd\u4e00\u8d77\u5728\u52d5\u7684\u8a71\uff0c\u5c31\u5feb\u901f\u7684\u6bd4\u5c0d\u3001\u8a8d\u77e5\u5e02\u5834\u7684\u8a8d\u77e5\u548c\u81ea\u5df1\u7684\u8a8d\u77e5\u6709\u5dee\u8ddd\u7684\u8a71\uff0c\u53ef\u80fd\u5c31\u662f\u65b0\u7684\u6a5f\u6703 - \u8f49\u4fdd\u5b88\u5f8c\uff0c\u6703\u6709\u90e8\u5206\u8cc7\u91d1\u5e03\u5c40\u5728\u5927\u5bb6\u90fd\u8aaa\u5f88\u721b\u7684\u80a1\u7968\u4f46\u764c\u5927\u89ba\u5f97\u6c92\u6709\u9019\u9ebc\u721b\u7684\u80a1\u7968\uff0c\u610f\u5916\u7684\u767c\u73fe\u7e3e\u6548\u9084\u4e0d\u932f - \u9084\u662f\u6709\u5728\u4ea4\u6613\u52d5\u80fd\u80a1(AMD) - \u9084\u6709\u4e00\u4e9b\u9084\u6c92\u5674\u51fa\u7684\u5c04\u983b\" \/>\n<meta property=\"og:url\" content=\"https:\/\/yuaninvest.blog\/gooayeep406\/\" \/>\n<meta property=\"og:site_name\" content=\"\u9060\u54e5\u6295\u8cc7\u7b46\u8a18\" \/>\n<meta property=\"article:published_time\" content=\"2024-02-09T11:02:22+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-02-10T08:29:49+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"\u9060\u54e5\" \/>\n<script type=\"application\/ld+json\" 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Storage\u3001NetApp - \u8cc7\u91d1\u58d3\u529b\u4e0b\u964d(\u9060\u54e5\u6ce8 : \u964d\u606f)\u4e4b\u5f8c\u8eca\u5b50\u92b7\u91cf\u6709\u6a5f\u6703\u5fa9\u7526 - Cybertruck \u5df2\u63a8\u51fa - RWD\u5f8c\u9a45\u7248\u672c\u3001AWD\u56db\u9a45\u7248\u672c\u3001Cyberbeast\u6027\u80fd\u7248\u672c(\u6700\u5f37) - Cyberbeast\u5b9a\u50f9\u70ba10\u842c\u7f8e\u5143 - \u96fb\u52d5\u8eca\u901f\u52d5\u5f9e0\u5230\u767e\u771f\u7684\u662f\u6cb9\u8eca\u7121\u6cd5\u6bd4\u7684 - \u53f0\u7063\u53ef\u80fd3~4\u5e74\u5f8c\u624d\u6bd4\u8f03\u597d\u8cb7\u5230 - \u5be6\u969b\u552e\u50f9\u6bd42019\u5e74\u7576\u521d\u8aaa\u7684\u8cb4\u883b\u591a\uff0c\u4f46\u662f\u8ddf\u5176\u4ed6\u5ee0\u724c\u6bd4\u8f03\u4e26\u6c92\u6709\u5dee\u592a\u591a - \u5982\u679c\u8981\u8cb7\u8eca\u7528\u7684\u8a71\uff0c\u6703\u512a\u5148\u8cb7\u54c1\u724c\uff0c\u7b49\u62c9\u8ca8\u6f6e\u8d77\u4f86\u4e4b\u5f8c\u624d\u53bb\u8cb7\u96f6\u7d44\u4ef6- \u6d77\u5916IDM \u6574\u4f75? - \u6ce8\u610f\u770b\u770b\u80a1\u50f9\u6709\u5d29\u7684IDM - Intel \u7684Spin off(\u5206\u62c6)\u6709\u6a5f\u6703\u57282024Q1\u770b\u5230\u5f8c\u7e8c\u7684\u767c\u5c55- \u9078\u80a1\u65b9\u5f0f - \u628a\u76f8\u95dc\u985e\u80a1\u90fd\u62c9\u6210\u81ea\u9078\u80a1\uff0c\u5982\u679c\u767c\u73fe\u540c\u6642\u90fd\u4e00\u8d77\u5728\u52d5\u7684\u8a71\uff0c\u5c31\u5feb\u901f\u7684\u6bd4\u5c0d\u3001\u8a8d\u77e5\u5e02\u5834\u7684\u8a8d\u77e5\u548c\u81ea\u5df1\u7684\u8a8d\u77e5\u6709\u5dee\u8ddd\u7684\u8a71\uff0c\u53ef\u80fd\u5c31\u662f\u65b0\u7684\u6a5f\u6703 - \u8f49\u4fdd\u5b88\u5f8c\uff0c\u6703\u6709\u90e8\u5206\u8cc7\u91d1\u5e03\u5c40\u5728\u5927\u5bb6\u90fd\u8aaa\u5f88\u721b\u7684\u80a1\u7968\u4f46\u764c\u5927\u89ba\u5f97\u6c92\u6709\u9019\u9ebc\u721b\u7684\u80a1\u7968\uff0c\u610f\u5916\u7684\u767c\u73fe\u7e3e\u6548\u9084\u4e0d\u932f - \u9084\u662f\u6709\u5728\u4ea4\u6613\u52d5\u80fd\u80a1(AMD) - \u9084\u6709\u4e00\u4e9b\u9084\u6c92\u5674\u51fa\u7684\u5c04\u983b","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/yuaninvest.blog\/gooayeep406\/","og_locale":"zh_TW","og_type":"article","og_title":"\u3010\u80a1\u764c\u3011EP406 \u65b0\u52a0\u5761\u4e4b\u65c5&amp; \u5e02\u5834\u8fd1\u6cc1 &amp;\u8a18\u61b6\u9ad4&amp;\u8eca\u7528\u3001Cybertruck&amp;\u6d77\u5916IDM \u6574\u4f75? &amp; \u9078\u80a1\u65b9\u5f0f(\u9304\u97f3\u6642\u9593 : 20231202) - \u9060\u54e5\u6295\u8cc7\u7b46\u8a18","og_description":"- \u65b0\u52a0\u5761\u4e4b\u65c5 - \u9664\u4e86\u74b0\u7403\u5f71\u57ce\u4e4b\u5916\uff0c\u5176\u4ed6\u7f8e\u98df\u90fd\u53ef\u4ee5\u5728\u6a5f\u5834\u5403\u5230 - \u7f8e\u98df\u63a8\u85a6 \u8386\u7530\u3001\u8089\u9aa8\u8336\u3001\u73cd\u5bf6\u6d77\u9bae\u3001Shake Shack - \u6a5f\u5834\u5167\u4e5f\u6709\u4f4f\u5bbf - 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