{"id":27978,"date":"2023-10-31T18:48:14","date_gmt":"2023-10-31T10:48:14","guid":{"rendered":"https:\/\/cn.dailyeconomic.com\/tech\/?p=27978"},"modified":"2023-10-31T18:48:14","modified_gmt":"2023-10-31T10:48:14","slug":"%e4%b8%89%e6%98%9f%e9%a2%84%e8%ae%a1%e8%8a%af%e7%89%87%e5%b0%86%e5%9c%a82024%e5%b9%b4%e5%a4%8d%e8%8b%8f%ef%bc%8c%e5%b9%b6%e5%b0%86%e6%a0%b9%e6%8d%ae%e9%9c%80%e8%a6%81%e6%89%a9%e5%a4%a7%e5%87%8f","status":"publish","type":"post","link":"https:\/\/cn.dailyeconomic.com\/tech\/2023\/10\/31\/27978.html","title":{"rendered":"\u4e09\u661f\u9884\u8ba1\u82af\u7247\u5c06\u57282024\u5e74\u590d\u82cf\uff0c\u5e76\u5c06\u6839\u636e\u9700\u8981\u6269\u5927\u51cf\u4ea7\u8303\u56f4"},"content":{"rendered":"<p>\u4e09\u661f\u7535\u5b50(005930.KS)\u5468\u4e8c\u8868\u793a\uff0c\u5c06\u7ee7\u7eed\u51cf\u4ea7\uff0c\u4ee5\u7f13\u89e3\u82af\u7247\u4f9b\u5e94\u8fc7\u5269\u7684\u95ee\u9898\uff0c\u5e76\u4e3a2024\u5e74\u505a\u597d\u51c6\u5907\uff0c\u5c4a\u65f6\u5168\u884c\u4e1a\u7684\u6295\u8d44\u548c\u751f\u4ea7\u5c06\u96c6\u4e2d\u5728\u7528\u4e8e\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u7684\u9ad8\u7aef\u82af\u7247\u4e0a\u3002<\/p>\n<p>\u4e09\u661f\u4eca\u5e74\u5927\u5e45\u524a\u51cf\u4e86\u82af\u7247\u4ea7\u91cf\uff0c\u4ee5\u62b5\u5fa1\u524d\u6240\u672a\u6709\u7684\u884c\u4e1a\u4f4e\u8ff7\uff0c\u5e76\u8868\u793a\u968f\u7740\u5e02\u573a\u5f00\u59cb\u590d\u82cf\uff0c\u5c06\u8fdb\u4e00\u6b65\u8c03\u6574\u4ea7\u91cf\uff0c\u5c24\u5176\u662fNAND\u95ea\u5b58\u82af\u7247\u3002<\/p>\n<p>\u5185\u5b58\u4e1a\u52a1\u6267\u884c\u526f\u603b\u88c1Jaejune Kim\u5728\u8d22\u62a5\u7535\u8bdd\u4f1a\u8bae\u4e0a\u8868\u793a\uff1a\u201c\u6211\u4eec\u5df2\u7ecf\u6536\u5230\u4e86(\u670d\u52a1\u5668)\u5ba2\u6237\u5bfb\u6c42\u83b7\u5f97\u7ec4\u4ef6\u7684\u8d2d\u4e70\u54a8\u8be2\u2026\u2026\u4ed6\u4eec\u8d8a\u6765\u8d8a\u610f\u8bc6\u5230\uff0c\u8be5\u884c\u4e1a\u5df2\u7ecf\u89e6\u5e95\u3002\u201d<\/p>\n<p>\u8003\u8651\u5230\u5e93\u5b58\u6c34\u5e73\u7684\u6b63\u5e38\u5316\uff0c\u6211\u4eec\u9884\u8ba1\u4e2a\u4eba\u7535\u8111\u548c\u79fb\u52a8\u5185\u5b58\u5e02\u573a\u7684\u590d\u82cf\u5c06\u52a0\u901f\u3002<\/p>\n<p>\u8fd9\u5bb6\u5168\u7403\u6700\u5927\u7684\u5b58\u50a8\u82af\u7247\u548c\u667a\u80fd\u624b\u673a\u5236\u9020\u5546\u8868\u793a\uff0c\u52302024\u5e74\uff0c\u8bbe\u5907\u4e0a\u4eba\u5de5\u667a\u80fd\u529f\u80fd\u7684\u6fc0\u589e\u5c06\u589e\u52a0\u5bf9\u9ad8\u5e26\u5bbd\u5b58\u50a8\u5668(HBM)\u7b49DRAM\u82af\u7247\u7684\u9700\u6c42\u3002<\/p>\n<p>\u4e09\u661f\u4e0eSK\u6d77\u529b\u58eb(000660.KS)\u7b49\u516c\u53f8\u5728\u4eba\u5de5\u667a\u80fd\u5185\u5b58\u82af\u7247\u9886\u57df\u5c55\u5f00\u7ade\u4e89\u3002SK\u6d77\u529b\u58eb\u901a\u8fc7\u5411\u79d1\u6280\u5de8\u5934\u82f1\u4f1f\u8fbe(NVDA.O)\u4f9b\u8d27\uff0c\u5728HBM3\u82af\u7247\u9886\u57df\u5360\u636e\u4e86\u9886\u5148\u5730\u4f4d\u3002\u82af\u7247\u5236\u9020\u5546\u76ee\u524d\u6b63\u5728\u5f00\u53d12024\u5e74\u7684\u4e0b\u4e00\u4ee3HBM3E\u3002<\/p>\n<p>\u4e09\u661f\u7535\u5b50\u8868\u793a\uff0c\u8ba1\u5212\u57282024\u5e74\u5c06HBM\u7684\u4ea7\u80fd\u63d0\u9ad82.5\u500d\u4ee5\u4e0a\u3002<\/p>\n<p>\u4e0a\u8ff0\u8a00\u8bba\u53d1\u8868\u540e\uff0c\u4e09\u661f\u80a1\u4ef7\u5348\u76d8\u4e0b\u8dcc0.3%\uff0c\u800cSK\u6d77\u529b\u58eb\u80a1\u4ef7\u4e0b\u8dcc1.9%\u3002\u57fa\u51c6\u80a1\u6307\u4e0b\u8dcc1.3%\u3002<\/p>\n<p>NAND\u82af\u7247\u7684\u53cd\u5f39\u4e0d\u592a\u660e\u663e\uff0c\u56e0\u4e3a\u8fd9\u4e9b\u82af\u7247\u7528\u4e8e\u6570\u636e\u5b58\u50a8\uff0c\u4e0e\u4eba\u5de5\u667a\u80fd\u9700\u6c42\u65e0\u5173\u3002\u4e0d\u8fc7\uff0c\u5206\u6790\u5e08\u8868\u793a\uff0c\u6301\u7eed\u51cf\u4ea7\u5c06\u52a0\u901f\u4f20\u7edf\u5b58\u50a8\u82af\u7247\u7684\u590d\u82cf\u3002<\/p>\n<p>\u201c\u4eca\u65e5\u7535\u8bdd\u4f1a\u8bae\u4e2d\u6700\u4ee4\u4eba\u96be\u5fd8\u7684\u90e8\u5206\u662f\u4e09\u661f\u53d1\u51fa\u7684\u4fe1\u53f7\uff0c\u5373(\u8f83\u8001\u7684)\u4f20\u7edf\u82af\u7247\u4e5f\u5728\u53cd\u5f39\u2026\u6211\u4eec\u77e5\u9053NAND\u7684\u60c5\u51b5\u4e0d\u597d\uff0c\u4e09\u661f\u6709\u5173\u7075\u6d3b\u51cf\u4ea7\u7684\u8a00\u8bba\u6b63\u597d\u53cd\u6620\u4e86\u8fd9\u4e00\u70b9\uff0c\u201dDaol Investment &amp; 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