{"id":2466,"date":"2024-03-11T23:08:30","date_gmt":"2024-03-11T15:08:30","guid":{"rendered":"https:\/\/yuaninvest.blog\/?p=2466"},"modified":"2024-03-11T23:08:51","modified_gmt":"2024-03-11T15:08:51","slug":"gooayeep397","status":"publish","type":"post","link":"https:\/\/yuaninvest.blog\/gooayeep397\/","title":{"rendered":"\u3010\u80a1\u764c\u3011EP397 \u5fc3\u5f97\u5206\u4eab &amp; \u5927\u76e4\u5206\u6790 &amp; \u8eca\u7528 &amp; AMD\u8ca1\u5831(\u9304\u97f3\u6642\u9593 : 20231101)"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">\u5fc3\u5f97\u5206\u4eab<\/h2>\n\n\n\n<ul>\n<li>X\u5e73\u53f0\u5206\u6f64<\/li>\n\n\n\n<li>\u5b5f\u606d\u5927\u7684YT\u983b\u9053\u5f9e2020\u5e74\u958b\u53f0\u4ee5\u4f86\u5927\u6982\u7d2f\u7a4d\u4e86\u516d\u4e03\u5341\u842c<\/li>\n\n\n\n<li>spotify\u7684\u5bc6\u78bc\u6a5f\u5236\u771f\u7684\u662f\u5f88\u721b<\/li>\n\n\n\n<li>\u8a50\u9a19\u5ba3\u5c0e\u6587<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\u5e02\u5834\u5206\u4eab<\/h2>\n\n\n\n<ul>\n<li>\u5927\u76e4\u6301\u7e8c\u75b2\u8edf\u4e2d\uff0c\u4e4b\u524d\u7684\u71b1\u9580\u80a1\u5f88\u591a\u90fd\u5275\u65b0\u4f4e\u50f9<\/li>\n\n\n\n<li>\u4ee5\u76ee\u524d\u7684\u4e56\u96e2\u7a0b\u5ea6\u4ee5\u53ca\u65e5\u7dda\u548c\u5468\u7dda\u90fd\u4f86\u5230\u5927\u652f\u6490\u7684\u4f4d\u7f6e\uff0c\u4e4b\u5f8c\u61c9\u8a72\u6703\u53cd\u5f48<\/li>\n\n\n\n<li>\u5b5f\u606d\u5927\u6703\u958b\u59cb\u6301\u7e8c\u589e\u52a0\u4e00\u4e9b\u90e8\u4f4d<\/li>\n\n\n\n<li>\u6709\u770b\u5230\u6295\u4fe1\u958b\u59cb\u505c\u640d\u80a1\u7968\uff0c\u6709\u53ef\u80fd\u6703\u5c0e\u81f4\u8d85\u8ce3\u7684\u5f37\u6cc1<\/li>\n\n\n\n<li>\u77ed\u7dda\u6436\u53cd\u5f48\u7684\u4f5c\u6cd5\u662f\u58d3\uff0c\u4e0d\u5c0d\u5c31\u780d\uff0c\u58d3\uff0c\u4e0d\u5c0d\u5c31\u780d<\/li>\n\n\n\n<li>\u5f88\u591a\u80a1\u7968\u7684\u878d\u8cc7\u7dad\u6301\u7387\u5df2\u7d93\u4f86\u5230140<\/li>\n\n\n\n<li>\u8eca\u7528\u7684IDM\u8868\u73fe\u5f88\u5dee\uff0cON.US\u958b\u51fa\u5f88\u5dee\u7684\u8ca1\u5831<\/li>\n\n\n\n<li>\u5148\u884c\u6307\u6a19\u53f0\u7a4d\u96fb\u7684\u8eca\u7528QoQ\u7387\u9000\uff0c\u806f\u96fb\u4e5f\u8aaa\u8eca\u7528\u6709\u4e00\u9ede\u9ede\u554f\u984c<\/li>\n\n\n\n<li>ON.US\u662f\u5b5f\u606d\u5927\u53ef\u80fd\u60f3\u64bf\u7684\u6a19\u7684\uff0c\u4f46\u624b\u4e0a\u5df2\u7d93\u6709TESLA\u4e86\u6240\u4ee5\u76ee\u524d\u9084\u4e0d\u6703\u8cb7<\/li>\n\n\n\n<li>\u53f0\u5ee0\u5927\u7684\u8eca\u7528\u5ee0\u5546 : \u9806\u5fb7<\/li>\n\n\n\n<li>\u76ee\u524d\u7e3d\u7d93\u4e0d\u597d\uff0c\u5229\u7387\u592a\u9ad8\uff0c\u8eca\u7528\u9084\u662f\u9006\u98a8\u671f<\/li>\n\n\n\n<li>\u5b5f\u606d\u5927\u76ee\u524d\u7684\u9078\u80a1\u7b56\u7565\uff0c1.2024 P\/E ratio \u8981\u5c0f\u65bc15\uff0c2.2024 2025\u90fd\u8981\u670910%\u7684\u5e74\u589e\u7387\u6210\u9577<\/li>\n\n\n\n<li>\u8eca\u7528\u5c0e\u7dda\u67b6\u53ef\u4ee5\u770b<\/li>\n\n\n\n<li>\u8eca\u7528\u96fb\u6c60\u8981\u5c0f\u5fc3<\/li>\n\n\n\n<li>2024\u5e74model y\u6539\u6b3e<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">AMD \u8ca1\u5831<\/h2>\n\n\n\n<ul>\n<li>23Q4 Server\u71df\u6536\u53ef\u4ee5\u52304\u5104\u7f8e\u91d1\uff0c24\u5e74\u53ef\u4ee5\u523020\u5104\u7f8e\u91d1\uff0c\u5c6c\u65bc\u7b26\u5408\u5927\u5bb6\u7684\u9810\u671f<\/li>\n\n\n\n<li>\u5927\u5bb6\u5c0dAMD\u7684\u671f\u5f85\u5f88\u4f4e\uff0c\u6240\u4ee5\u6709\u6a5f\u6703\u6210\u70ba\u9ed1\u99ac<\/li>\n\n\n\n<li>\u7b2c\u4e00\u90e8\u5206\u7684\u51fa\u8ca8\u5c0d\u8c61\u70ba\u5fae\u8edf\u548c\u7f8e\u570b\u570b\u9632\u90e8<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: EP397 | \ud83c\udf7c\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; 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