{"id":84364,"date":"2020-08-21T15:08:40","date_gmt":"2020-08-21T05:08:40","guid":{"rendered":"https:\/\/xiongmaotimes.com\/?p=84364"},"modified":"2020-08-21T15:08:40","modified_gmt":"2020-08-21T05:08:40","slug":"%e4%b8%ad%e5%9b%bd%e5%8a%aa%e5%8a%9b%e6%89%93%e9%80%a0%e8%8a%af%e7%89%87%e4%ba%a7%e4%b8%9a%e6%88%96%e4%bb%a4%e6%97%a5%e6%9c%ac%e4%b8%9c%e4%ba%ac%e7%94%b5%e5%ad%90%e5%8f%97%e7%9b%8a","status":"publish","type":"post","link":"https:\/\/xiongmaotimes.com\/?p=84364","title":{"rendered":"\u4e2d\u56fd\u52aa\u529b\u6253\u9020\u82af\u7247\u4ea7\u4e1a\u6216\u4ee4\u65e5\u672c\u4e1c\u4eac\u7535\u5b50\u53d7\u76ca"},"content":{"rendered":"<div>\n<div class=\"content_\">\n<p>\u3010\u718a\u732b\u65f6\u62a5\u8baf\u3011\u5728\u5efa\u8bbe\u70ed\u6f6e\u4e2d\uff0c\u552e\u5356\u5de5\u5177\u662f\u4e00\u6869\u4e0d\u9519\u7684\u751f\u610f\u3002\u4e2d\u56fd\u81f4\u529b\u4e8e\u53d1\u5c55\u81ea\u8eab\u82af\u7247\u4ea7\u4e1a\u4e4b\u9645\uff0c\u5168\u7403\u6700\u5927\u534a\u5bfc\u4f53\u8bbe\u5907\u5236\u9020\u5546\u4e4b\u4e00\u65e5\u672c\u4e1c\u4eac\u7535\u5b50(Tokyo Electron Ltd., 8035.TO)\u53ef\u80fd\u662f\u4e00\u4e2a\u4e0d\u9519\u7684\u62bc\u6ce8\u5bf9\u8c61\u3002<\/p>\n<p>\u534e\u4e3a\u7684\u6545\u4e8b\u66b4\u9732\u51fa\uff0c\u9762\u5bf9\u7f8e\u56fd\u5728\u6280\u672f\u65b9\u9762\u7684\u7edf\u6cbb\u5730\u4f4d\uff0c\u4e2d\u56fd\u6709\u591a\u4e48\u8106\u5f31\u3002\u672c\u5468\uff0c\u7f8e\u56fd\u5546\u52a1\u90e8\u52a0\u5927\u529b\u5ea6\u9650\u5236\u534e\u4e3a\u83b7\u5f97\u91c7\u7528\u7f8e\u56fd\u6280\u672f\u751f\u4ea7\u7684\u82af\u7247\u3002\u8003\u8651\u5230\u7f8e\u56fd\u5728\u534a\u5bfc\u4f53\u8bbe\u5907\u9886\u57df\u7684\u4e3b\u5bfc\u4f18\u52bf\uff0c\u76f8\u5173\u65b0\u89c4\u7ed9\u534e\u4e3a\u7684\u751f\u5b58\u524d\u666f\u6253\u4e0a\u4e86\u95ee\u53f7\u3002<\/p>\n<p>\u7136\u800c\uff0c\u5982\u679c\u534e\u4e3a\u771f\u7684\u5012\u4e0b\uff0c\u5c06\u4fc3\u4f7f\u4e2d\u56fd\u653f\u5e9c\u8fdb\u4e00\u6b65\u52a0\u5feb\u6253\u9020\u81ea\u8eab\u534a\u5bfc\u4f53\u4ea7\u4e1a\u7684\u6b65\u4f10\u3002\u672c\u6708\uff0c\u4e2d\u56fd\u5411\u82af\u7247\u5236\u9020\u5546\u63a8\u51fa\u4e86\u65b0\u7684\u7a0e\u6536\u4f18\u60e0\u653f\u7b56\u3002\u4e2d\u56fd\u5df2\u8bbe\u7acb\u56fd\u5bb6\u57fa\u91d1\u4e13\u95e8\u6295\u8d44\u4e8e\u534a\u5bfc\u4f53\u884c\u4e1a\u3002\u4eca\u5e74\u8fc4\u4eca\uff0c\u5df2\u6709\u591a\u5bb6\u82af\u7247\u516c\u53f8\u5728\u4e0a\u6d77\u79d1\u521b\u677f\u8fdb\u884c\u4e86\u9996\u6b21\u516c\u5f00\u52df\u80a1(IPO)\uff0c\u7b79\u96c6\u4e86\u6570\u4ee510\u4ebf\u7f8e\u5143\u8ba1\u7684\u8d44\u91d1\u3002<\/p>\n<p>\u8fd9\u610f\u5473\u7740\uff0c\u968f\u7740\u4e2d\u56fd\u4f01\u4e1a\u63d0\u9ad8\u4ea7\u80fd\uff0c\u5bf9\u82af\u7247\u5236\u9020\u5de5\u5177\u7684\u9700\u6c42\u4f1a\u66f4\u591a\uff0c\u50cf\u4e1c\u4eac\u7535\u5b50\u8fd9\u6837\u7684\u516c\u53f8\u5c06\u4ece\u4e2d\u53d7\u76ca\u3002<\/p>\n<p>\u672c\u6708\uff0c\u4e2d\u56fd\u82af\u7247\u4ee3\u5de5\u4f01\u4e1a\u4e2d\u82af\u56fd\u9645\u96c6\u6210\u7535\u8def\u5236\u9020\u6709\u9650\u516c\u53f8(Semiconductor Manufacturing International Co., 0981.HK, \u7b80\u79f0\ufe55\u4e2d\u82af\u56fd\u9645)\u5c06\u51762020\u5e74\u8ba1\u5212\u7684\u8d44\u672c\u652f\u51fa\u63d0\u9ad8\u81f367\u4ebf\u7f8e\u5143\uff1b\u6b64\u524d\u8be5\u516c\u53f8\u901a\u8fc7\u5728\u4e0a\u6d77\u79d1\u521b\u677fIPO\u7b79\u8d4477\u4ebf\u7f8e\u5143\u3002\u8fd9\u4e2a\u8d44\u672c\u652f\u51fa\u6570\u5b57\u662f\u5e74\u521d\u9884\u8ba1\u768431\u4ebf\u7f8e\u5143\u7684\u4e24\u500d\u591a\u3002\u4e2d\u56fd\u5185\u5b58\u82af\u7247\u751f\u4ea7\u5546\u957f\u6c5f\u5b58\u50a8\u79d1\u6280\u6709\u9650\u8d23\u4efb\u516c\u53f8(Yangtze Memory Technologies Co.)\u548c\u957f\u946b\u5b58\u50a8\u6280\u672f\u6709\u9650\u516c\u53f8(ChangXin Memory Technologies)\u4e5f\u53ef\u80fd\u63d0\u9ad8\u4ea7\u80fd\uff0c\u5b83\u4eec\u6b63\u8bd5\u56fe\u8ffd\u8d76\u4e09\u661f\u7535\u5b50(Samsung Electronics Co., 005930.SE)\u3001\u6d77\u529b\u58eb\u534a\u5bfc\u4f53(SK Hynix Inc., 000660.SE)\u7b49\u7ade\u4e89\u5bf9\u624b\u3002<\/p>\n<p>Bernstein\u4f30\u8ba1\uff0c\u4eca\u5e74\u5168\u7403\u6676\u5706\u5236\u7a0b\u8bbe\u5907\u5e02\u573a\u5c06\u589e\u957f10%\uff0c\u5176\u4e2d70%\u7684\u589e\u957f\u6765\u81ea\u4e2d\u56fd\u3002\u4e2d\u56fd\u82af\u7247\u5236\u9020\u5546\u7684\u652f\u51fa\u53ef\u80fd\u4f1a\u7ee7\u7eed\u63a8\u52a8\u8fd9\u4e2a\u5e02\u573a\u8d70\u5411\u65b0\u7684\u9ad8\u70b9\uff1a\u9ad8\u76db\u9884\u8ba1\uff0c\u672a\u6765\u4e94\u5e74\u4e2d\u56fd\u534a\u5bfc\u4f53\u8bbe\u5907\u7684\u652f\u51fa\u5e73\u5747\u6bcf\u5e74\u5c06\u589e\u957f31%\u3002<\/p>\n<p>\u4e1c\u4eac\u7535\u5b50\u4e13\u6ce8\u4e8e\u524d\u7aef\u82af\u7247\u5236\u9020\u5de5\u827a\uff0c\u5c24\u5176\u5728\u8680\u523b\u673a\u548c\u6d82\u5e03\u673a\/\u663e\u5f71\u673a\u7b49\u4ea7\u54c1\u4e0a\u5b9e\u529b\u5f3a\u5927\uff1a\u540e\u8005\u7684\u5e02\u573a\u5360\u6709\u7387\u8fbe91%\u3002\u622a\u81f36\u6708\u4efd\u768412\u4e2a\u6708\u5185\uff0c\u4e2d\u56fd\u7ea6\u5360\u4e1c\u4eac\u7535\u5b50\u534a\u5bfc\u4f53\u8bbe\u5907\u9500\u552e\u7684\u4e94\u5206\u4e4b\u4e00\uff0c\u56e0\u6b64\u4e2d\u56fd\u7684\u652f\u51fa\u589e\u52a0\u5c06\u4ee4\u8be5\u516c\u53f8\u5728\u83b7\u5229\u65b9\u9762\u5904\u4e8e\u6709\u5229\u5730\u4f4d\u3002\u4e0e\u5176\u4ed6\u82af\u7247\u8bbe\u5907\u516c\u53f8\u76f8\u6bd4\uff0c\u8be5\u80a1\u770b\u8d77\u6765\u4e5f\u76f8\u5bf9\u4fbf\u5b9c\u3002\u4e1c\u4eac\u7535\u5b50\u7684\u4f01\u4e1a\u4ef7\u503c\u4e0e\u9884\u671f\u5229\u606f\u3001\u7a0e\u9879\u3001\u6298\u65e7\u548c\u644a\u9500\u524d\u5229\u6da6\u4e4b\u6bd4\u4e3a12.6\u500d\uff0c\u9ad8\u4e8e\u5386\u53f2\u5e73\u5747\u6c34\u5e73\uff0c\u4f46\u4e0d\u53ca\u6cdb\u6797\u96c6\u56e2(Lam Research Co., LRCX)\u548cKLA Corp. (KLAC)\u7b49\u540c\u7c7b\u516c\u53f8\u3002<\/p>\n<\/div>\n<\/div>\n<div class=\"\"><img class=\"\" src=\"https:\/\/wsdigest.com\/photo\/2020_8\/1200zz_8043_semiconductor.jpg\" alt=\"\" width=\"100%\" \/><\/div>\n<div>\n<div class=\"content_\">\n<p>\u9274\u4e8e\u7f8e\u56fd\u548c\u4e2d\u56fd\u4e4b\u95f4\u7684\u8d38\u6613\u7d27\u5f20\u5c40\u52bf\uff0c\u4e2d\u56fd\u4e70\u5bb6\u6216\u66f4\u4e3a\u9752\u7750\u4e1c\u4eac\u7535\u5b50\u548c\u5176\u4ed6\u975e\u7f8e\u56fd\u516c\u53f8\uff0c\u800c\u4e0d\u662f\u7f8e\u56fd\u4f9b\u5e94\u5546\u3002\u4f46\u4e1c\u4eac\u7535\u5b50\u4ea6\u4e0d\u80fd\u5e78\u514d\u4e8e\u8fd9\u573a\u51b2\u7a81\u3002\u9996\u5148\uff0c\u8be5\u516c\u53f8\u53ef\u80fd\u65e0\u6cd5\u7ed5\u5f00\u7f8e\u56fd\u7684\u5236\u88c1\u3002\u5982\u679c\u7f8e\u56fd\u51b3\u5b9a\u7981\u6b62\u4efb\u4f55\u4e00\u5bb6\u4e2d\u56fd\u82af\u7247\u5236\u9020\u5546\u8d2d\u4e70\u7f8e\u56fd\u8bbe\u5907\uff0c\u90a3\u4e48\u4ed6\u4eec\u51e0\u4e4e\u4e0d\u53ef\u80fd\u5efa\u9020\u4e00\u6761\u5b8c\u6574\u7684\u751f\u4ea7\u7ebf\u3002<\/p>\n<p>\u4e2d\u56fd\u662f\u5426\u80fd\u6210\u529f\u6253\u9020\u51fa\u81ea\u5df1\u7684\u534a\u5bfc\u4f53\u9886\u519b\u4f01\u4e1a\u5c1a\u4e0d\u786e\u5b9a\uff0c\u4f46\u53ef\u4ee5\u80af\u5b9a\u7684\u662f\u5fc5\u7136\u5168\u529b\u4ee5\u8d74\u3002\u62e5\u6709\u826f\u597d\u6280\u672f\u548c\u4f4d\u4e8e\u5730\u7f18\u653f\u6cbb\u98ce\u66b4\u5916\u56f4\u800c\u975e\u4e2d\u5fc3\u7684\u82af\u7247\u5236\u9020\u8bbe\u5907\u516c\u53f8\u770b\u8d77\u6765\u6709\u671b\u53d7\u76ca\u3002\uff08\u534e\u5c14\u8857\u6587\u6458\uff09<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u3010\u718a\u732b\u65f6\u62a5\u8baf\u3011\u5728\u5efa\u8bbe\u70ed\u6f6e\u4e2d\uff0c\u552e\u5356\u5de5\u5177\u662f\u4e00\u6869\u4e0d\u9519\u7684\u751f\u610f\u3002\u4e2d\u56fd\u81f4\u529b\u4e8e\u53d1\u5c55\u81ea\u8eab\u82af\u7247\u4ea7\u4e1a\u4e4b\u9645\uff0c\u5168\u7403\u6700\u5927\u534a\u5bfc\u4f53\u8bbe\u5907\u5236\u9020\u5546\u4e4b\u4e00\u65e5\u672c\u4e1c\u4eac\u7535\u5b50(Tokyo Electron Ltd., 8035.&hellip;<\/p>\n","protected":false},"author":1,"featured_media":84365,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[62,10],"tags":[],"_links":{"self":[{"href":"https:\/\/xiongmaotimes.com\/index.php?rest_route=\/wp\/v2\/posts\/84364"}],"collection":[{"href":"https:\/\/xiongmaotimes.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/xiongmaotimes.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/xiongmaotimes.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/xiongmaotimes.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=84364"}],"version-history":[{"count":0,"href":"https:\/\/xiongmaotimes.com\/index.php?rest_route=\/wp\/v2\/posts\/84364\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/xiongmaotimes.com\/index.php?rest_route=\/wp\/v2\/media\/84365"}],"wp:attachment":[{"href":"https:\/\/xiongmaotimes.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=84364"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/xiongmaotimes.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=84364"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/xiongmaotimes.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=84364"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}