{"id":27160,"date":"2025-05-30T09:17:53","date_gmt":"2025-05-30T01:17:53","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=27160"},"modified":"2025-05-30T09:17:53","modified_gmt":"2025-05-30T01:17:53","slug":"%e3%80%90%e8%b4%9f%e9%9d%a2%e3%80%91bloomberg%e9%a6%99%e6%b8%afsohn%e5%a4%a7%e4%bc%9a%ef%bc%9a%e5%af%b9%e5%86%b2%e5%9f%ba%e9%87%91%e6%8a%95%e8%b5%84%e4%b8%9a%e7%bb%a9%e5%88%86%e5%8c%96","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=27160","title":{"rendered":"\u3010\u8d1f\u9762\u3011[bloomberg]\u9999\u6e2fSohn\u5927\u4f1a\uff1a\u5bf9\u51b2\u57fa\u91d1\u6295\u8d44\u4e1a\u7ee9\u5206\u5316"},"content":{"rendered":"

**\u5bf9\u51b2\u57fa\u91d1\u91cd\u8fd4\u9999\u6e2fSohn\u5927\u4f1a\uff0c\u6295\u8d44\u56de\u62a5\u559c\u5fe7\u53c2\u534a**<\/p>\n

\u5728\u7ecf\u5386\u4e86\u52a8\u8361\u768412\u4e2a\u6708\u540e\uff0cSohn\u6295\u8d44\u4f1a\u8bae\u4e8e\u672c\u5468\u4e94\u91cd\u8fd4\u9999\u6e2f\uff0c\u5b9e\u5c5e\u4e0d\u6613\uff0c\u56e0\u4e3a\u53bb\u5e74\u63a8\u8350\u7684\u6295\u8d44\u9879\u76ee\u4e2d\uff0c\u6709\u4e00\u534a\u4ee5\u4e0a\u5b9e\u73b0\u4e86\u76c8\u5229\u3002\u5728\u5168\u7403\u589e\u957f\u548c\u4f9b\u5e94\u94fe\u9762\u4e34\u5a01\u80c1\uff0c\u5730\u7f18\u653f\u6cbb\u5c40\u52bf\u65e5\u76ca\u7d27\u5f20\u7684\u80cc\u666f\u4e0b\uff0c\u5bf9\u51b2\u57fa\u91d1\u7ecf\u7406\u4eec\u5c06\u5728\u5927\u4f1a\u4e0a\u5c55\u793a\u4ed6\u4eec\u7684\u6295\u8d44\u7406\u5ff5\u3002\u6b63\u662f\u5728\u8fd9\u79cd\u590d\u6742\u7684\u80cc\u666f\u4e0b\uff0c\u53bb\u5e74\u7684\u4e00\u4e9b\u6295\u8d44\u5efa\u8bae\u83b7\u5f97\u4e86\u4e30\u539a\u7684\u56de\u62a5\uff0c\u800c\u53e6\u4e00\u4e9b\u5219\u672a\u80fd\u5982\u613f\u3002<\/p>\n

**\u6210\u529f\u6848\u4f8b\uff1a**<\/p>\n

* **Proto Corp (\u65e5\u672c\u4e8c\u624b\u8f66\u5e73\u53f0)**\uff1aKaname Capital\u8054\u5408\u521b\u59cb\u4eba\u53bb\u5e74\u8ba4\u4e3a\uff0c\u65e5\u672c\u4e8c\u624b\u8f66\u4e0a\u5e02\u5e73\u53f0Proto Corp\u6709\u63d0\u5347\u80a1\u4e1c\u4ef7\u503c\u7684\u7a7a\u95f4\u3002\u4ed6\u547c\u5401\u8be5\u516c\u53f8\u8463\u4e8b\u957f\u505c\u6b62\u8ffd\u6c42\u4f4e\u8d28\u91cf\u7684\u6536\u8d2d\uff0c\u5305\u62ec\u7bee\u7403\u961f\u3001\u6c49\u5821\u8fde\u9501\u5e97\u548c\u8349\u8393\u519c\u573a\u3002Rodes\u63a8\u52a8\u5efa\u7acb\u4e00\u4e2a\u66f4\u52a0\u72ec\u7acb\u7684\u8463\u4e8b\u4f1a\uff0c\u4ee5\u53ca\u4e00\u79cd\u521b\u59cb\u4eba\u62e5\u6709\u516c\u53f8\u4f46\u4e0d\u63a7\u5236\u8fd0\u8425\u7684\u7ed3\u6784\u3002\u6700\u7ec8\uff0c\u8fd9\u662f\u53bb\u5e74\u8868\u73b0\u6700\u4f73\u7684\u6295\u8d44\u7406\u5ff5\u3002Kaname\u4e0eProto\u7684\u72ec\u7acb\u8463\u4e8b\u8fdb\u884c\u4e86\u6c9f\u901a\uff0c\u5e76\u5229\u7528\u80a1\u4ef7\u4e0b\u8dcc\u7684\u673a\u4f1a\u589e\u6301\u80a1\u4efd\uff0c\u6700\u9ad8\u8fbe\u52308.5%\u3002Proto\u8463\u4e8b\u957f\u51b3\u5b9a\u901a\u8fc7\u7ba1\u7406\u5c42\u6536\u8d2d\u5c06\u5176\u79c1\u6709\u5316\u3002Kaname\u53cd\u5bf9\u6536\u8d2d\u8981\u7ea6\u4ef7\u683c\u8fc7\u4f4e\u3002\u5728\u5ef6\u957f\u8981\u7ea6\u622a\u6b62\u65e5\u671f\u540e\uff0cProto\u6709\u671b\u4ee5\u9ad8\u4e8e\u53bb\u5e74\u5927\u4f1a\u5f53\u65e5\u6536\u76d8\u4ef7\u7684\u4ef7\u683c\u5b8c\u6210\u79c1\u6709\u5316\u3002<\/p>\n

* **\u73b0\u4ee3\u7535\u529b (Hyundai Electric)**\uff1aAxiom Investors\u521b\u59cb\u5408\u4f19\u4eba\u738b\u5586\u770b\u597d\u7535\u529b\u673a\u68b0\u5236\u9020\u5546\u73b0\u4ee3\u7535\u529b\uff0c\u8ba4\u4e3a\u7535\u529b\u5206\u9500\u5546\u548c\u8bbe\u5907\u5236\u9020\u5546\u5c06\u53d7\u76ca\u4e8e\u4eba\u5de5\u667a\u80fd\u7684\u53d1\u5c55\u3002\u4ed6\u8868\u793a\uff0c\u8fd9\u5bb6\u97e9\u56fd\u516c\u53f8\u7684\u4f30\u503c\u4f4e\u4e8e\u5168\u7403\u540c\u884c\uff0c\u6709100%\u7684\u4e0a\u6da8\u6f5c\u529b\u3002\u8fc7\u53bb12\u4e2a\u6708\uff0c\u73b0\u4ee3\u7535\u529b\u7684\u80a1\u4ef7\u4e0a\u6da8\u4e8650%\u3002\u738b\u5586\u8ba4\u4e3a\uff0c\u8fd9\u5f52\u529f\u4e8e\u8be5\u516c\u53f8\u57282022\u5e74\u81f32023\u5e74\u95f4\u4e3a\u63d0\u9ad8\u7ec4\u7ec7\u6548\u7387\u548c\u6218\u7565\u6027\u8f6c\u5411\u9ad8\u7aef\u7535\u529b\u8bbe\u5907\u6240\u505a\u7684\u52aa\u529b\u3002\u8fd9\u4e3a\u4eba\u5de5\u667a\u80fd\u5e26\u6765\u7684\u9700\u6c42\u6fc0\u589e\u505a\u597d\u4e86\u5145\u5206\u51c6\u5907\uff0c\u4ece\u800c\u5728\u8fc7\u53bb\u4e00\u5e74\u5b9e\u73b0\u4e86\u5f3a\u52b2\u7684\u76c8\u5229\u589e\u957f\u3002\u201c\u73b0\u4ee3\u7535\u529b\u7684\u6210\u529f\u6545\u4e8b\u518d\u6b21\u8bc1\u660e\uff0c\u673a\u4f1a\u603b\u662f\u7737\u987e\u6709\u51c6\u5907\u7684\u4eba\uff0c\u201d\u738b\u5586\u5728\u4e00\u5c01\u7535\u5b50\u90ae\u4ef6\u4e2d\u5199\u9053\u3002<\/p>\n

* **\u6597\u5c71\u71c3\u6599\u7535\u6c60 (Doosan Fuel Cell)**\uff1a Alvine Capital\u9996\u5e2d\u6295\u8d44\u5b98\u59dc\u65fb\u9550\u8ba4\u4e3a\uff0c\u8fd9\u5bb6\u97e9\u56fd\u516c\u53f8\u7684\u5e02\u76c8\u7387\u4ec5\u4e3a\u9884\u671f\u6536\u76ca\u7684\u4e09\u500d\uff0c\u539f\u56e0\u662f\u5e02\u573a\u672a\u80fd\u5145\u5206\u8bc4\u4f30\u5176\u6838\u5fc3\u5b50\u516c\u53f8DN Solutions Co.(\u4e00\u5bb6\u9886\u5148\u7684\u673a\u5e8a\u5236\u9020\u5546)\u7684\u4ef7\u503c\u3002\u8ba1\u5212\u5728\u4e00\u5e74\u5185\u8fdb\u884c\u7684DN Solutions\u9996\u6b21\u516c\u5f00\u52df\u80a1(IPO)\u53ef\u80fd\u4f1a\u91ca\u653e\u9690\u85cf\u4ef7\u503c\u3002\u8fc7\u53bb\u4e00\u5e74\uff0c\u6597\u5c71\u71c3\u6599\u7535\u6c60\u7684\u80a1\u4ef7\u4e0a\u6da8\u4e8640%\u3002DN Solutions\u4ef7\u503c11\u4ebf\u7f8e\u5143\u7684IPO\u539f\u8ba1\u5212\u6210\u4e3a\u4eca\u5e74\u9996\u5c14\u89c4\u6a21\u6700\u5927\u7684IPO\uff0c\u4f46\u7531\u4e8e\u7279\u6717\u666e\u603b\u7edf\u7684\u5173\u7a0e\u653f\u7b56\u5f15\u53d1\u5e02\u573a\u629b\u552e\uff0c\u8be5\u8ba1\u5212\u4e8e4\u6708\u4e0b\u65ec\u88ab\u53d6\u6d88\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u59dc\u65fb\u9550\u5728\u4e00\u5c01\u7535\u5b50\u90ae\u4ef6\u4e2d\u8868\u793a\uff0c\u6b64\u6b21\u4e2d\u6b62\u7684\u80a1\u7968\u51fa\u552e\u201c\u5f15\u8d77\u4e86\u4eba\u4eec\u5bf9\u8be5\u96c6\u56e2\u4f30\u503c\u8fc7\u4f4e\u7684\u5e7f\u6cdb\u5173\u6ce8\u201d\uff0c\u201c\u5982\u679c\u4e0a\u5e02\u6309\u8ba1\u5212\u8fdb\u884c\uff0c\u4e0a\u6da8\u7a7a\u95f4\u53ef\u80fd\u4f1a\u66f4\u5927\u3002\u201d<\/p>\n

* **\u5384\u74dc\u591a\u5c14\u4e3b\u6743\u503a\u5238**\uff1aGreylock Capital Management\u7ba1\u7406\u5408\u4f19\u4ebaHans Humes\u8868\u793a\uff0c\u5384\u74dc\u591a\u5c14\u7684\u4e3b\u6743\u503a\u5238\u7684\u4ea4\u6613\u4ef7\u683c\u8fdc\u4f4e\u4e8e\u540c\u884c\u3002\u65b0\u653f\u5e9c\u6b63\u5728\u63a8\u884c\u7ecf\u6d4e\u53d8\u9769\u548c\u793e\u4f1a\u6539\u9769\uff0c\u4ed6\u9884\u8ba1\u8fd9\u5c06\u6709\u52a9\u4e8e\u4ece\u56fd\u9645\u8d27\u5e01\u57fa\u91d1\u7ec4\u7ec7\u83b7\u5f97\u8d44\u91d1\u3002\u8be5\u56fd\u7684\u503a\u52a1\u4e0eGDP\u4e4b\u6bd4\u4f4e\u4e8e\u540c\u884c\u3002\u7531\u4e8e\u51e0\u5e74\u524d\u7684\u503a\u52a1\u91cd\u7ec4\uff0c\u8be5\u56fd\u9762\u4e34\u7684\u4fe1\u8d37\u5230\u671f\u538b\u529b\u4e5f\u8f83\u5c0f\u3002Hans Humes\u63a8\u8350\u76842035\u5e74\u5230\u671f\u503a\u5238\u7684\u4ef7\u683c\u4e0a\u6da8\u4e86\u7ea624%\u3002\u4ed6\u8868\u793a\uff0c\u5982\u679c\u5305\u62ec\u6bcf\u534a\u5e74\u652f\u4ed8\u76845.5%\u7684\u606f\u7968\uff0c\u8fc7\u53bb\u4e00\u5e74\u7684\u603b\u56de\u62a5\u7387\u7ea6\u4e3a34%\u3002<\/p>\n

* **Dip Corp**\uff1aArgonaut Capital\u521b\u59cb\u5408\u4f19\u4ebaBarry Mitchinson\u8868\u793a\uff0c\u4e3a\u65e5\u672c\u516c\u53f8\u63d0\u4f9b\u4eba\u529b\u8d44\u6e90\u548c\u4e1a\u52a1\u652f\u6301\u670d\u52a1\u7684Dip Corp\u7684\u4f30\u503c\u8fdc\u4f4e\u4e8e\u540c\u884c\u3002\u8be5\u516c\u53f8\u62e5\u6709\u6709\u673a\u589e\u957f\u7684\u8bb0\u5f55\uff0c\u4f46\u5176\u76ee\u6807\u4e0d\u591f\u8fdc\u5927\uff0c\u53ef\u4ee5\u901a\u8fc7\u8fde\u8d2f\u7684\u8d44\u672c\u6218\u7565\u4e2d\u53d7\u76ca\u3002\u8fc7\u53bb\u4e00\u5e74\uff0cDip Corp\u7684\u80a1\u4ef7\u5c0f\u5e45\u4e0a\u6da83.6%\uff0c\u8fd9\u8ba9Barry Mitchinson\u5e0c\u671b\u672a\u6765\u80fd\u201c\u66f4\u597d\u201d\u3002\u8be5\u516c\u53f8\u5728\u65b0\u51a0\u75ab\u60c5\u671f\u95f4\u8d62\u5f97\u7684\u653f\u5e9c\u5408\u540c\u5df2\u7ecf\u5230\u671f\uff0c\u800c\u4e2d\u56fd\u7ecf\u6d4e\u589e\u957f\u4e4f\u529b\u4e5f\u62d6\u7d2f\u4e86\u4e1a\u7ee9\u3002\u4f46\u4ed6\u8868\u793a\uff0c\u6709\u673a\u589e\u957f\u7ec8\u4e8e\u518d\u6b21\u52a0\u901f\uff0c\u8be5\u516c\u53f8\u4e5f\u6539\u5584\u4e86\u4fe1\u606f\u62ab\u9732\u548c\u80a1\u4e1c\u56de\u62a5\u653f\u7b56\u3002\u4e0d\u8fc7\uff0c\u8be5\u516c\u53f8\u4ecd\u6301\u6709\u5927\u91cf\u73b0\u91d1\uff0c\u9700\u8981\u8fdb\u884c\u66f4\u591a\u7684\u96c6\u56e2\u91cd\u7ec4\u3002<\/p>\n

**\u8868\u73b0\u4e0d\u4f73\u6848\u4f8b\uff1a**<\/p>\n

* **\u5c0f\u6797\u5236\u836f (Kobayashi Pharmaceutical)**\uff1aOasis Management\u7684Seth Fischer\u5f3a\u8c03\uff0c\u8fd9\u5bb6\u5236\u836f\u5546\u662f\u5728\u65e5\u672c\u7684\u4e00\u4e2a\u7ef4\u6743\u6295\u8d44\u673a\u4f1a\uff0c\u5176\u53ec\u56de\u7684\u7ea2\u66f2\u4fdd\u5065\u54c1\u5bfc\u81f4\u591a\u4eba\u60a3\u75c5\u548c\u4f4f\u9662\u3002Fischer\u4e3a\u5c0f\u6797\u5236\u836f\u63d0\u51fa\u4e86\u4e09\u4e2a\u9009\u62e9\uff1a\u52a0\u5f3a\u8463\u4e8b\u4f1a\u76d1\u7763\u548c\u80a1\u4e1c\u56de\u62a5\uff0c\u79c1\u6709\u5316\uff0c\u6216\u4e0eOasis\u5408\u4f5c\u6539\u5584\u516c\u53f8\u6cbb\u7406\u3002\u81ea\u53bb\u5e74\u5927\u4f1a\u4ee5\u6765\uff0c\u5c0f\u6797\u5236\u836f\u7684\u80a1\u4ef7\u53c8\u4e0b\u8dcc\u4e868.2%\u3002Fischer\u8868\u793a\uff0c\u5c0f\u6797\u5236\u836f\u7ea0\u6b63\u516c\u53f8\u6cbb\u7406\u7f3a\u9677\u7684\u4e3e\u63aa\u201c\u4ecd\u5728\u8fdb\u884c\u4e2d\u201d\u3002\u4eca\u5e743\u6708\uff0c\u4efb\u547d\u72ec\u7acb\u8463\u4e8b\u957f\u7684\u52a8\u8bae\u906d\u5230\u521b\u59cb\u5bb6\u65cf\u7684\u963b\u6320\u3002Oasis\u79ef\u7d2f\u4e8610%\u7684\u80a1\u4efd\uff0c\u5e76\u57284\u6708\u4efd\u5bf9\u5c0f\u6797\u5236\u836f\u73b0\u4efb\u548c\u524d\u4efb\u8463\u4e8b\u63d0\u8d77\u8bc9\u8bbc\u3002\u867d\u7136\u5b83\u5e0c\u671b\u5bf9\u8fd9\u8d77\u4e11\u95fb\u8fdb\u884c\u72ec\u7acb\u8c03\u67e5\uff0c\u4f46\u4e00\u4e2a\u4ee4\u4eba\u9f13\u821e\u7684\u8ff9\u8c61\u662f\uff0c\u7ba1\u7406\u5c42\u548c\u80a1\u4e1c\u73b0\u5728\u90fd\u7ad9\u5728\u4e86\u53cd\u5bf9\u521b\u59cb\u5bb6\u65cf\u7684\u7acb\u573a\u4e0a\u3002\u968f\u7740\u6cd5\u5f8b\u8d23\u4efb\u7684\u589e\u52a0\uff0c\u4ed6\u5bf9\u6700\u7ec8\u53d6\u5f97\u6210\u529f\u6301\u4e50\u89c2\u6001\u5ea6\u3002<\/p>\n

* **DNP (Dai Nippon Printing)**\uff1a\u829d\u5c71\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8(Hibiki Path Advisors)\u603b\u88c1Hirano Yoshihiro\u8ba4\u4e3a\uff0cDNP\u7684\u4e1a\u52a1\u8303\u56f4\u4ece\u7535\u52a8\u6c7d\u8f66\u7535\u6c60\u888b\u5230\u53ef\u53e3\u53ef\u4e50\u516c\u53f8\u7684\u74f6\u88c5\u670d\u52a1\uff0c\u8be5\u516c\u53f8\u6709\u6f5c\u529b\u521b\u9020\u66f4\u591a\u4ef7\u503c\u3002Hirano\u8868\u793a\uff0c\u65e5\u672c\u7684\u4f01\u4e1a\u7ba1\u7406\u98ce\u683c\uff0c\u5458\u5de5\u901a\u5e38\u7ec8\u8eab\u4efb\u804c\uff0c\u9996\u5e2d\u6267\u884c\u5b98\u7531\u5185\u90e8\u9009\u62d4\uff0c\u8fd9\u4f7f\u5f97\u4f01\u4e1a\u4e0d\u613f\u5265\u79bb\u8d44\u4ea7\u3002\u8be5\u80a1\u5df2\u4e0b\u8dcc\u8fd110%\u3002Hirano\u5728\u4e00\u5c01\u7535\u5b50\u90ae\u4ef6\u4e2d\u8868\u793a\uff0c\u5927\u65e5\u672c\u5370\u5237\u7684\u5185\u5728\u4ef7\u503c\u201c\u4ecd\u5728\u88ab\u5e02\u573a\u8ba4\u53ef\u7684\u8fc7\u7a0b\u4e2d\u201d\u3002\u53bb\u5e7411\u6708\u6709\u6d88\u606f\u79f0\uff0c\u8d1d\u83b1\u5fb7\u5728\u5efa\u7acb\u80a1\u4efd\u4e0d\u5230\u4e24\u5e74\u540e\u5927\u5e45\u51cf\u6301\uff0c\u5bfc\u81f4\u80a1\u4ef7\u4e0b\u8dcc\u3002<\/p>\n

* **\u529b\u62d3 (Rio Tinto)**\uff1aPalliser Capital\u521b\u59cb\u4ebaJames Smith Urquhart\u6566\u4fc3\u8fd9\u5bb6\u77ff\u4e1a\u5de8\u5934\u8003\u8651\u653e\u5f03\u5728\u4f26\u6566\u7684\u4e3b\u8981\u4e0a\u5e02\u5730\u4f4d\uff0c\u5e76\u5728\u6fb3\u5927\u5229\u4e9a\u7edf\u4e00\u5176\u516c\u53f8\u7ed3\u6784\u3002Palliser\u572812\u6708\u516c\u5f00\u547c\u5401\u529b\u62d3\u8463\u4e8b\u4f1a\u542f\u52a8\u5bf9\u8be5\u4e8b\u9879\u7684\u201c\u72ec\u7acb\u3001\u5168\u9762\u548c\u900f\u660e\u201d\u5ba1\u67e5\uff0c\u79f0\u81ea\u53cc\u91cd\u4e0a\u5e02\u4ee5\u6765\uff0c\u5df2\u5bfc\u81f4\u80a1\u4e1c\u635f\u5931\u7ea6500\u4ebf\u7f8e\u5143\u7684\u4ef7\u503c\u3002\u8fc7\u53bb\u4e00\u5e74\uff0c\u529b\u62d3\u5728\u4f26\u6566\u548c\u6089\u5c3c\u7684\u4ea4\u6613\u4e2d\u5206\u522b\u4e0b\u8dcc\u4e86\u7ea621%\u548c15%\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u4ecd\u597d\u4e8e\u5f6d\u535a\u5168\u7403\u77ff\u4e1a\u6307\u657023%\u7684\u8dcc\u5e45\u3002\u81ea\u53bb\u5e74\u5927\u4f1a\u4ee5\u6765\uff0c\u65b0\u52a0\u5761\u94c1\u77ff\u77f3\u4ef7\u683c(\u529b\u62d3\u7684\u6447\u94b1\u6811\u4ea7\u54c1)\u4e0b\u8dcc\u4e8620%\uff0c\u539f\u56e0\u662f\u4e2d\u56fd\u7684\u9700\u6c42\u4e0b\u964d\u3002\u5c3d\u7ba1\u83b7\u5f97\u4e86\u4e3b\u8981\u4ee3\u7406\u987e\u95ee\u7684\u652f\u6301\uff0cPalliser\u672a\u80fd\u8d62\u5f97\u8db3\u591f\u7684\u80a1\u4e1c\u652f\u6301\u6765\u8feb\u4f7f\u5ba1\u67e5\uff0c\u529b\u62d3\u8868\u793a\u8fd9\u5c06\u8017\u8d44\u6570\u4ebf\u7f8e\u5143\u3002\u4e0d\u8fc7\uff0cPalliser\u4ecd\u7136\u5e0c\u671b\u4eca\u5e74\u665a\u4e9b\u65f6\u5019\u7684\u50ac\u5316\u5242\u80fd\u591f\u63a8\u52a8\u7ed3\u6784\u6027\u6539\u9769\uff0c\u7c7b\u4f3c\u4e8e2022\u5e74\u5fc5\u548c\u5fc5\u62d3\u6536\u8d2dOZ Minerals\u5931\u8d25\u4e4b\u524d\u7684\u4e8b\u4ef6\u3002<\/p>\n

* **\u4e09\u661f\u7535\u5b50 (Samsung Electronics)**\uff1aEastspring Investments\u9996\u5e2d\u6295\u8d44\u5b98Krishnan Anantharaman\u8868\u793a\uff0c\u968f\u7740\u4eba\u5de5\u667a\u80fd\u7684\u65e5\u76ca\u666e\u53ca\u63a8\u52a8\u5bf9\u8be5\u516c\u53f8\u5185\u5b58\u82af\u7247\u7684\u9700\u6c42\uff0c\u8be5\u80a1\u80a1\u4ef7\u53ef\u80fd\u5728\u4e09\u5e74\u5185\u7ffb\u4e00\u756a\u3002\u5728\u624b\u673a\u7b49\u8bbe\u5907\u4e0a\u96c6\u6210\u5148\u8fdb\u7684\u4eba\u5de5\u667a\u80fd\u529f\u80fd\u5c06\u523a\u6fc0\u5bf9DRAM\u5185\u5b58\u7684\u9700\u6c42\u3002\u81ea\u53bb\u5e74\u5927\u4f1a\u4ee5\u6765\uff0c\u4e09\u661f\u7535\u5b50\u7684\u80a1\u4ef7\u4e0b\u8dcc\u4e8628%\uff0c\u6b64\u524d\u66fe\u57287\u6708\u4efd\u89e6\u53ca\u9ad8\u70b9\u3002\u4e09\u661f\u5c1a\u672a\u83b7\u5f97\u82f1\u4f1f\u8fbe(Nvidia)\u7684\u8ba4\u8bc1\uff0c\u65e0\u6cd5\u4f9b\u5e94\u6700\u5148\u8fdb\u7684\u4eba\u5de5\u667a\u80fd\u82af\u7247\uff0c\u8fd9\u4f7f\u5f97\u7ade\u4e89\u5bf9\u624b\uff0c\u5c24\u5176\u662fSK\u6d77\u529b\u58eb(SK Hynix)\uff0c\u80fd\u591f\u5360\u636e\u66f4\u5927\u7684\u4eba\u5de5\u667a\u80fd\u52a0\u901f\u5668\u6240\u9700\u7684\u9ad8\u5e26\u5bbd\u5185\u5b58\u5e02\u573a\u3002\u5f6d\u535a\u884c\u4e1a\u7814\u7a76(Bloomberg Intelligence)\u5206\u6790\u5e08\u67e5\u5c14\u65af\u00b7\u8212(Charles Shum)\u8868\u793a\uff1a\u201c\u4ece\u884c\u4e1a\u6765\u770b\uff0c\u4eba\u5de5\u667a\u80fd\u6b63\u5728\u589e\u957f\uff0c\u4f46\u8ba2\u5355\u6d41\u5411\u4e86SK\u6d77\u529b\u58eb\uff0c\u800c\u4e0d\u662f\u4e09\u661f\u3002\u201d <\/p>\n

\n

\u5206\u6790\u5927\u6a21\u578b\uff1a<\/b>gemma2
\u5f97\u5206\uff1a<\/b>-20
\u539f\u56e0\uff1a<\/b><\/p>\n

\u6587\u7ae0\u63d0\u5230\u4e86\u4e2d\u56fd\u7ecf\u6d4e\u589e\u957f\u4e4f\u529b\u5bf9Dip Corp\u4e1a\u7ee9\u7684\u62d6\u7d2f\uff0c\u4ee5\u53ca\u4e2d\u56fd\u9700\u6c42\u4e0b\u964d\u5bfc\u81f4\u94c1\u77ff\u77f3\u4ef7\u683c\u4e0b\u8dcc\uff0c\u4ece\u800c\u5f71\u54cd\u4e86\u529b\u62d3\u7684\u4e1a\u7ee9\u3002\u867d\u7136\u4e0d\u662f\u76f4\u63a5\u6279\u8bc4\uff0c\u4f46\u53cd\u6620\u4e86\u4e2d\u56fd\u7ecf\u6d4e\u5f62\u52bf\u5bf9\u76f8\u5173\u516c\u53f8\u4e1a\u52a1\u7684\u8d1f\u9762\u5f71\u54cd\u3002<\/pre>\n
\n
\u539f\u6587\u5730\u5740\uff1a<\/b>Hedge Funds Return to Sohn Hong Kong After Mixed Year for Bets<\/a>
 \u65b0\u95fb\u65e5\u671f\uff1a<\/b>2025-05-29<\/p>\n
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