{"id":742267,"date":"2026-03-11T11:05:15","date_gmt":"2026-03-11T03:05:15","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=742267"},"modified":"2026-03-11T11:05:15","modified_gmt":"2026-03-11T03:05:15","slug":"%e4%bc%8a%e6%9c%97%e5%b1%80%e5%8a%bf%e4%b8%8b%e7%9a%84%e9%81%bf%e9%a3%8e%e6%b8%af%ef%bc%9f%e8%bf%99%e4%b8%80%e8%8a%af%e7%89%87%e6%9d%bf%e5%9d%97%e6%9c%89%e6%9c%9b%e7%a9%bf%e4%b8%8a%e9%98%b2","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=742267","title":{"rendered":"\u4f0a\u6717\u5c40\u52bf\u4e0b\u7684\u907f\u98ce\u6e2f\uff1f\u8fd9\u4e00\u82af\u7247\u677f\u5757\u6709\u671b\u7a7f\u4e0a\u201c\u9632\u5f39\u8863\u201d"},"content":{"rendered":"<p>\u636e<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%8d%8e%e5%b0%94%e8%a1%97\" title=\"View all posts in \u534e\u5c14\u8857\" target=\"_blank\" class=\"tag_link\">\u534e\u5c14\u8857<\/a>\u4e00\u4f4d\u8d44\u6df1\u4e1a\u5185\u5206\u6790\u5e08\u8868\u793a\uff0c\u4f0a\u6717\u5c40\u52bf\u82e5\u6301\u7eed\uff0c\u53ef\u80fd\u4e3a\u6a21\u62df<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%8a%af%e7%89%87\" title=\"View all posts in \u82af\u7247\" target=\"_blank\" class=\"tag_link\">\u82af\u7247<\/a>\u5236\u9020\u5546\u5e26\u6765\u5229\u597d\u2026\u2026<\/p>\n<p><strong>Evercore ISI\u5206\u6790\u5e08Mark Lipacis\u5728\u4e00\u4efd\u8fd1\u65e5\u81f4\u5ba2\u6237\u7684\u62a5\u544a\u4e2d\u6307\u51fa\uff0c\u6a21\u62df\u82af\u7247\u516c\u53f8\u5728\u6218\u65f6\u7ecf\u6d4e\u4e2d\u666e\u904d\u5177\u5907\u4e24\u5927\u4f18\u52bf\uff1a<\/strong><\/p>\n<p>\u5176\u4e00\uff0c\u4ece\u8425\u6536\u6784\u6210\u770b\uff0c\u591a\u5bb6\u6a21\u62df\u82af\u7247\u4f01\u4e1a\u5bf9<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%88%aa%e7%a9%ba\" title=\"View all posts in \u822a\u7a7a\" target=\"_blank\" class=\"tag_link\">\u822a\u7a7a<\/a>\u822a\u5929\u53ca\u56fd\u9632\u9886\u57df\u7684\u4e1a\u52a1\u5360\u6bd4\u76f8\u5bf9\u8f83\u9ad8\u3002<\/p>\n<p>\u5176\u4e8c\uff0c\u5728<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK1036\" data-code=\"90,BK1036\" rel=\"noopener\">\u534a\u5bfc\u4f53<\/a><\/span><span><\/span>\u884c\u4e1a\u5185\u90e8\uff0c\u5c31<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%9f%ba%e6%9c%ac%e9%9d%a2\" title=\"View all posts in \u57fa\u672c\u9762\" target=\"_blank\" class=\"tag_link\">\u57fa\u672c\u9762<\/a>\u800c\u8a00\uff0c\u6a21\u62df\u82af\u7247\u80a1\u5f80\u5f80\u66f4\u5177\u201c\u9632\u5fa1\u6027\u201d\u7279\u5f81\u3002\u4f17\u591a\u4f01\u4e1a\u62e5\u6709\u5f3a\u52b2\u7684\u81ea\u7531\u73b0\u91d1\u6d41\u6536\u76ca\u7387\u548c\u4f18\u8d28\u76c8\u5229\u80fd\u529b\uff0c\u5728\u52a8\u8361\u5e02\u573a\u4e2d\u6781\u5177\u5438\u5f15\u529b\u3002<\/p>\n<p><strong>Lipacis\u6307\u51fa\uff1a\u201c\u519b\u4e8b\u51b2\u7a81\u65f6\u671f\uff0c\u6211\u4eec\u5e38\u88ab\u95ee\u53ca\u54ea\u4e9b\u80a1\u7968\u662f\u6700\u597d\u7684\u2018\u56fd\u9632\u2019\u6807\u7684\uff0c\u54ea\u4e9b\u662f\u6700\u4f73\u2018\u9632\u5fa1\u6027\u2019<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%8a%95%e8%b5%84\" title=\"View all posts in \u6295\u8d44\" target=\"_blank\" class=\"tag_link\">\u6295\u8d44<\/a>\u6807\u7684\u3002\u6a21\u62df\u82af\u7247\u548c\u5fae\u63a7\u5236\u5668\uff08MCU\uff09\u80a1\u7968\u901a\u5e38\u80fd\u540c\u65f6\u6ee1\u8db3\u8fd9\u4e24\u70b9\u3002\u201d<\/strong><\/p>\n<p>\u4e0d\u8fc7\uff0c\u8fd1\u671f\u5e02\u573a\u8d70\u52bf\u8868\u660e\uff0c\u6295\u8d44\u8005\u5c1a\u672a\u5b8c\u5168\u8ba4\u540c\u8fd9\u4e00\u89c2\u70b9\u3002\u4f8b\u5982\uff0cMacom Technology Solutions Holdings\u867d\u5df2\u8fde\u7eed\u4e24\u65e5\u4e0a\u6da8\uff0c\u4f46\u6b64\u524d\u66fe\u8fde\u7eed\u56db\u4e2a\u4ea4\u6613\u65e5\u7d2f\u8ba1\u4e0b\u8dcc\u8fd120%\u3002Microchip 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rel=\"noopener\">\u5fb7\u5dde\u4eea\u5668<\/a><\/span><span><\/span>\uff08TI\uff09\u7684\u8be5\u6307\u6807\u4e5f\u53ef\u80fd\u6bd4\u51c0\u5229\u6da6\u9ad8\u51fa\u8fd110%\u3002<\/p>\n<p><strong>\u6700\u540e\uff0c\u4ed6\u8fd8\u8003\u5bdf\u4e86\u80a1\u606f\u60c5\u51b5<\/strong>\uff0c\u6307\u51fa<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.TXN\" data-code=\"105,TXN\">\u5fb7\u5dde\u4eea\u5668<\/span>\u548cMicrochip\u7684\u80a1\u606f\u6536\u76ca\u7387\u5747\u63a5\u8fd13%\u3002<\/p>\n<p><strong>\u6a21\u62df\u4e0e\u5de5\u4e1a\u82af\u7247\u80a1\u5386\u7ecf\u591a\u5e74\u627f\u538b\u540e\u6b63\u5904\u4e8e\u590d\u82cf\u9636\u6bb5\u3002\u5c3d\u7ba1\u4e0a\u5468\u968f<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK1036\" data-code=\"90,BK1036\">\u534a\u5bfc\u4f53<\/span>\u677f\u5757\u53ca\u5468\u671f\u6027\u6295\u8d44\u6574\u4f53\u4e0b\u8dcc\u800c\u8d70\u5f31\uff0c\u4f46\u4eca\u5e74\u8fc4\u4eca\u4e3a\u6b62\uff0c\u90e8\u5206\u9876\u5c16\u6a21\u62df\u82af\u7247\u80a1\u7684\u8868\u73b0\u4ecd\u8981\u4f18\u4e8e\u6574\u4f53\u82af\u7247\u677f\u5757\u53ca\u5927\u76d8\u3002<\/strong><\/p>\n<p><span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.TXN\" data-code=\"105,TXN\">\u5fb7\u5dde\u4eea\u5668<\/span>\u4eca\u5e74\u8fc4\u4eca\u4e0a\u6da815%\uff0cMacom Technology\u6da8\u5e45\u8fbe31%\u3002\u800c\u5728\u540c\u671f\uff0c\u6807\u666e500\u6307\u6570\u57fa\u672c\u6301\u5e73\uff0c\u8d39\u57ce<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK1036\" data-code=\"90,BK1036\">\u534a\u5bfc\u4f53<\/span>\u6307\u6570\u4e0a\u6da8\u4e8613%\u3002<\/p>\n<p>(\u6765\u6e90:\u5929\u5929\u57fa\u91d1\u7f51)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u636e\u534e\u5c14\u8857\u4e00\u4f4d\u8d44\u6df1\u4e1a\u5185\u5206\u6790\u5e08\u8868\u793a\uff0c\u4f0a\u6717\u5c40\u52bf\u82e5\u6301\u7eed\uff0c\u53ef\u80fd\u4e3a\u6a21\u62df\u82af\u7247\u5236\u9020\u5546\u5e26\u6765\u5229\u597d\u2026\u2026 Evercore ISI\u5206\u6790 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"aside","meta":[],"categories":[232],"tags":[172,142,265,241,108,339],"views":24,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/742267"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=742267"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/742267\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=742267"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=742267"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=742267"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}