{"id":839,"date":"2021-01-10T14:45:13","date_gmt":"2021-01-10T06:45:13","guid":{"rendered":"https:\/\/stockpit.net\/?p=839"},"modified":"2021-06-08T10:45:45","modified_gmt":"2021-06-08T02:45:45","slug":"dram","status":"publish","type":"post","link":"https:\/\/stockpit.net\/839\/dram\/","title":{"rendered":"\u3010\u8a18\u61b6\u9ad4\u7522\u696d\u3011\u65fa\u5b8fvs\u83ef\u90a6\u96fbvs\u5357\u4e9e\u79d1vs\u6676\u8c6a\u79d1 \u500b\u80a1\u5206\u6790(20210531\u88fd\u4f5c)"},"content":{"rendered":"\n<figure class=\"wp-block-pullquote alignwide\"><blockquote><p>\u5229\u57fa\u578bDDR3\u5728\u570b\u969b\u5927\u5ee0\u6de1\u51fa\u8ca8<\/p><p>\u56e0\u7f3a\u8ca8\u56b4\u91cd\uff0c\u50f9\u683c\u6f32\u5e45\u5df2\u905460\uff5e70\uff05<\/p><cite>\u904e\u53bb\u6bba\u5230\u898b\u9aa8\u7684\u7522\u696d\uff0c\u7d42\u65bc\u76fc\u4f86\u6625\u5929<\/cite><\/blockquote><\/figure>\n\n\n\n<!--more-->\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"1024\" src=\"https:\/\/images.stockpit.net\/wp-content\/uploads\/2021\/05\/31081520\/memory-vs-1024x1024.jpg\" alt=\"\" class=\"wp-image-1864\" title=\"\" srcset=\"https:\/\/images.stockpit.net\/wp-content\/uploads\/2021\/05\/31081520\/memory-vs-1024x1024.jpg 1024w, https:\/\/images.stockpit.net\/wp-content\/uploads\/2021\/05\/31081520\/memory-vs-300x300.jpg 300w, https:\/\/images.stockpit.net\/wp-content\/uploads\/2021\/05\/31081520\/memory-vs-150x150.jpg 150w, https:\/\/images.stockpit.net\/wp-content\/uploads\/2021\/05\/31081520\/memory-vs-768x768.jpg 768w, https:\/\/images.stockpit.net\/wp-content\/uploads\/2021\/05\/31081520\/memory-vs-1536x1536.jpg 1536w, https:\/\/images.stockpit.net\/wp-content\/uploads\/2021\/05\/31081520\/memory-vs-2048x2048.jpg 2048w, https:\/\/images.stockpit.net\/wp-content\/uploads\/2021\/05\/31081520\/memory-vs-324x324.jpg 324w, https:\/\/images.stockpit.net\/wp-content\/uploads\/2021\/05\/31081520\/memory-vs-416x416.jpg 416w, https:\/\/images.stockpit.net\/wp-content\/uploads\/2021\/05\/31081520\/memory-vs-100x100.jpg 100w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n\n<ul><li>\u5f9e\u8ca1\u5831\u4f86\u770b(\u8cc7\u6599\u4f86\u6e90 : <a href=\"https:\/\/stockpit.net\/801\/2337\/\">\u65fa\u5b8f<\/a>\u3001<a href=\"https:\/\/stockpit.net\/793\/2344\/\">\u83ef\u90a6\u96fb<\/a>\u3001<a href=\"https:\/\/stockpit.net\/832\/2408\/\">\u5357\u4e9e\u79d1<\/a>\u3001<a href=\"https:\/\/stockpit.net\/1841\/3006\/\">\u6676\u8c6a\u79d1<\/a>)<\/li><\/ul>\n\n\n\n<ul><li>2021Q1 \u6de8\u5229\u7387 : \u5357\u4e9e\u79d1(15.25%) &gt; \u6676\u8c6a\u79d1(12.92%) &gt; \u65fa\u5b8f(9.52%) &gt; \u83ef\u90a6\u96fb(8.01%)<\/li><li>\u5357\u4e9e\u79d1Q1\u6de8\u5229\u7387\u6bd4\u83ef\u90a6\u96fb\u9ad8\u51fa\u5feb2\u500d<\/li><\/ul>\n\n\n\n<ul><li>2021Q1 ROE : \u6676\u8c6a\u79d1(7.6%) &gt; \u65fa\u5b8f(2.49%) &gt; \u83ef\u90a6\u96fb(2.37%) &gt; \u5357\u4e9e\u79d1(1.74%)<\/li><li>\u6676\u8c6a\u79d1Q1\u7684ROE\u8a87\u5f35\u7684\u9ad8\uff0c\u53ef\u80fd\u8ddf\u92b7\u5eab\u5b58\u63db\u73fe\u91d1\u6709\u95dc\u4fc2<\/li><\/ul>\n\n\n\n<ul><li>2021Q1 EPS : \u6676\u8c6a\u79d1(2.3) &gt; \u5357\u4e9e\u79d1(0.88) &gt; \u65fa\u5b8f(0.5) &gt; \u83ef\u90a6\u96fb(0.4)<\/li><li>\u6676\u8c6a\u79d1EPS\u6700\u9ad8\uff0cYoY\u5e74\u589e\u7387\u662f\u9a5a\u4eba\u7684107%<\/li><li>\u65fa\u5b8fEPS\u8870\u9000\u6700\u591a\uff0cYoY\u5e74\u589e\u7387-25%<\/li><\/ul>\n\n\n\n<ul><li>2021Q1 \u71df\u6536 : \u83ef\u90a6\u96fb(213\u5104\u5143) &gt; \u5357\u4e9e\u79d1(177\u5104\u5143) &gt; \u65fa\u5b8f(96\u5104\u5143) &gt; \u6676\u8c6a\u79d1(49\u5104\u5143)<\/li><li>\u83ef\u90a6\u96fbQ1\u71df\u6536\u6700\u9ad8\uff0cQ1\u71df\u6536YoY\u5e74\u589e\u7387\u662f84%<\/li><li>\u65fa\u5b8f\u71df\u6536\u6210\u9577\u6700\u5c11\uff0cQ1\u71df\u6536YoY\u5e74\u589e\u7387\u662f2%<\/li><\/ul>\n\n\n\n<ul><li>\u65fa\u5b8f\u984c\u6750 : \u71d2\u9322\u7814\u767c3D NAND\u6280\u8853\uff0c\u5c0e\u81f421Q1\u6de8\u5229\u7387\u964d\u4f4e\uff0c\u64da\u50b3\u4efb\u5929\u5802Switch Pro\u65b0\u4e3b\u6a5f\u6700\u5feb9\u6708\u4e0a\u5e02<\/li><li>\u83ef\u90a6\u96fb\u984c\u6750 : \u5b50\u516c\u53f8\u65b0\u5510\u79d1\u6280\u5b8c\u6210\u4f75\u8cfc\u6536\u76ca\u589e\u52a0\uff0c\u8a18\u61b6\u9ad4\u6f32\u50f9\u7d05\u5229\uff0c\u9ad8\u96c4\u65b0\u5ee02022\u5e74\u5e95\u8a66\u71df\u904b\u589e\u52a0\u7522\u80fd<\/li><li>\u5357\u4e9e\u79d1\u984c\u6750 : 2023\u5e74\u5e9512\u540b\u5148\u9032\u6676\u5713\u65b0\u5ee0\u6295\u7522\uff0c10\u5948\u7c73\u6280\u8853\u64fa\u812b\u7f8e\u5149\u6280\u8853\u6388\u6b0a\uff0c\u89e3\u9664\u7522\u51fa\u7e3d\u91cf\u9650\u5236<\/li><li>\u6676\u8c6a\u79d1\u984c\u6750 : 60\u5104\u5143\u4f4e\u50f9\u5eab\u5b58\uff0c\u6614\u65e5\u8499\u5875\u4eca\u65e5\u9ec3\u91d1\uff0c\u8a18\u61b6\u9ad4\u6f32\u50f9\u7d05\u5229<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-table is-style-regular\"><table class=\"has-subtle-light-gray-background-color has-background\"><tbody><tr><td><strong>\u8a18\u61b6\u9ad4\u7522\u696d<\/strong><\/td><td><strong>2021Q1 \u6de8\u5229\u7387<\/strong><\/td><td><strong>2021Q1 ROE<\/strong><\/td><td><strong>2021Q1 \u71df\u6536 \/ YoY<\/strong><\/td><td><strong>2021Q1 EPS \/ YoY<\/strong><\/td><\/tr><tr><td><strong>\u65fa\u5b8f(2337)<\/strong><\/td><td>9.52%<\/td><td>2.49%<\/td><td>96\u5104\u5143 \/ 2%<\/td><td>0.5 \/ -25%<\/td><\/tr><tr><td><strong>\u83ef\u90a6\u96fb(2344)<\/strong><\/td><td>8.01%<\/td><td>2.37%<\/td><td><strong><span class=\"has-inline-color has-vivid-red-color\">213\u5104\u5143 \/ 84%<\/span><\/strong><\/td><td>0.4 \/ \u8667\u8f49\u76c8<\/td><\/tr><tr><td><strong>\u5357\u4e9e\u79d1(2408)<\/strong><\/td><td><strong><span class=\"has-inline-color has-vivid-red-color\">15.25%<\/span><\/strong><\/td><td>1.74%<\/td><td>177\u5104\u5143 \/ 23%<\/td><td>0.88 \/ 39%<\/td><\/tr><tr><td><strong>\u6676\u8c6a\u79d1(3006)<\/strong><\/td><td>12.92%<\/td><td><strong><span class=\"has-inline-color has-vivid-red-color\">7.6%<\/span><\/strong><\/td><td>49\u5104\u5143 \/ 35%<\/td><td><strong><span class=\"has-inline-color has-vivid-red-color\">2.3 \/ 107%<\/span><\/strong><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n<!-- HFCM by 99 Robots - Snippet # 2: PostEnd -->\n<figure class=\"wp-block-pullquote alignwide\"><blockquote>\r\n<p>\u5225\u932f\u904e\u597d\u516c\u53f8<\/p>\r\n<p><a href=\"https:\/\/mailchi.mp\/6999aec566e3\/218mz7izfl\" target=\"_blank\" rel=\"noopener\">\u8a02\u95b1\u96fb\u5b50\u5831<\/a><\/p>\r\n<p><a href=\"https:\/\/t.me\/twstockpit\" target=\"_blank\">Telegram\u983b\u9053<\/a><\/p>\r\n<cite><a href=\"https:\/\/stockpit.net\/wp_quiz\/style-investment\/\">\u6e2c\u6e2c\u770b!\u8d85\u795e\u6e96\u6295\u8cc7\u98a8\u683c\u6e2c\u9a57<\/a><\/cite>\r\n<\/blockquote><\/figure>\n<!-- \/end HFCM by 99 Robots -->\n\n","protected":false},"excerpt":{"rendered":"<p>\u5229\u57fa\u578bDDR3\u5728\u570b\u969b\u5927\u5ee0\u6de1\u51fa\u8ca8 \u56e0\u7f3a\u8ca8\u56b4\u91cd\uff0c\u50f9\u683c\u6f32\u5e45\u5df2\u905460\uff5e70\uff05 \u904e\u53bb\u6bba\u5230\u898b\u9aa8\u7684\u7522\u696d\uff0c\u7d42\u65bc\u76fc\u4f86\u6625\u5929<\/p>\n","protected":false},"author":1,"featured_media":1878,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[25,31],"tags":[],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/images.stockpit.net\/wp-content\/uploads\/2021\/01\/31212552\/dram-1.jpg","jetpack-related-posts":[],"_links":{"self":[{"href":"https:\/\/stockpit.net\/wp-json\/wp\/v2\/posts\/839"}],"collection":[{"href":"https:\/\/stockpit.net\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockpit.net\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stockpit.net\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stockpit.net\/wp-json\/wp\/v2\/comments?post=839"}],"version-history":[{"count":0,"href":"https:\/\/stockpit.net\/wp-json\/wp\/v2\/posts\/839\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stockpit.net\/wp-json\/wp\/v2\/media\/1878"}],"wp:attachment":[{"href":"https:\/\/stockpit.net\/wp-json\/wp\/v2\/media?parent=839"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockpit.net\/wp-json\/wp\/v2\/categories?post=839"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockpit.net\/wp-json\/wp\/v2\/tags?post=839"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}