!"ffi$%&'( @ABCDEFNVIDIAGH200GraceHopperGH5IãKLMNOPQRS $%& 5TUVWXYGH5Z1[5Z\5]^_G`11[5A\5_bcde fg500Th^_0.31%GijBklmTh^_1.90%GTAMAMAffioTh^_1.54%pqrstuTh^_4.99%pijBk12vwTh^_6.16%pxyffioTh^_4.98%e H5ffioWz[ffio5g|^_e]~÷GÄÅ8Ç4IÑÖffiG11IÖ/Gáàm÷âä0.86%Gãå^_1.73%Gçé^_6.87%Gèêâä7.37%GMETA^_3.69%G@AB^_8.22%Gíjì^_6.43%GSNOWFLAKE^_ 4.77%G@íîâä0.42%e 10ïñ2óAòôWXYGH210ïñ2óöôõ4.05%âäú4.16%Gù÷âû11bpsp1210ïñ2óöôõ2.65%^_ú2.64%Gù÷^ü0.88bpse8Ç11IGH†A¢£§1•ffi%7.16pc8Ç4Iffi7.14Gù÷¶ß169®©™e '()!" )*(!"ƒ$) %&'()* !"8610#66568589 !wuyanjing@chinastock.com.cn $%&'()*!S0130519070001 +,-.2023/08/11 !"#$ XÇ´¨YH5“ÆRSGØ”±1k¥µ%“Yi”˘ñ`7Çã´˘LGµ %“ƺ˘ñ09æø¿¡¬ìU5ffiâOpãKƒXÇ1InH2Òñ«§C» ¢… LM(IDR)À“AAA”^¶ú“AA+”GLM^¶flCÕ5Œœ–—“”0‘’G !"#$%&●'()!" 2023!8"4#~11# H210ïñ2óÑ÷ôOú4.16%GBÍ9®ÇÿŸ⁄e @ABCDAI¤‹›»EFNVIDIAGH200GraceHopperGp`fl‡·h]1 ‚„¤‰ÂpÄÅÊ´CD0H100GÁ¿AËÈÍÎ]7ãOGÏÌdbüÓLLM ›»ÔXeáàÍñáÒAIoÚúÛGOES-16Ùıˆ˜¯mG˘˙AI˚C¸˝˘ ˛ˇˆGAI#C!"#$æn%˚AI+&˙'()$•eèê*1k¥æ+, -Gæ+./º˘ñG0&1(23º45Ê16GAWS71(2389:;ƒ< =GÔX>87?ã@Aö¿BeCDEflGF«ffio9æ`AI#CÍÎzGR8G`Hd#CIJ0´ã^G9æKLÔXMNOGPQ#CãO?ôG1R#CÔXGã3üX2?STGU¡VWXÆ7Aö¿Be %&'( AIoÚ#CRA˘ñ–—pYZ[\H]–—p^_`a–—pb&c–—p dqeLRA˘ñ–—e !"#$%&i()*+,-./012345 0,12,-.2023/08/11 !"#$%&i()*+,-./012345 >?@ABCDEFG>?HIBC +, ()*+,-./00000000000000000000000000000000000000000000000000000000000000000001 1(23%4567890000000000000000000000000000000000000000000000000000000001 1:2;<=>?@A000000000000000000000000000000000000000000000000000000000002 1B2*+C,DE00000000000000000000000000000000000000000000000000000000000002 :)FGHIJK00000000000000000000000000000000000000000000000000000000000000000002 1(2LM=NO0000000000000000000000000000000000000000000000000000000000000002 •NVIDIAKLAIMNO>PQNVIDIAGH200GraceHopper.................................... •SNOWFLAKESLTNVIDIAUVWXLLMYZ............................................ 1:2PQR00000000000000000000000000000000000000000000000000000000000000000003 •Google[\]AI^GOES-16_`abcdefghijkGelfinopqr.................. 1B2ST=UV0000000000000000000000000000000000000000000000000000000000000004 •Adobe[stTAutodeskUVuEpv-wxyMNOpenPBR................................. 1W2XYZ[\0000000000000000000000000000000000000000000000000000000000000004 •+z[|[K]AIxCC~|ÄÅ........................................................... B)*+]I45^_`a000000000000000000000000000000000000000000000000000000000005 •ÇÉ2023Q2ÖBÜáà?âäãåçéàèêëiíìîïñó............................. W)bcde00000000000000000000000000000000000000000000000000000000000000000000005 ./!"0123 1(23%456789 “1WH5Z\5Zę5Ø”ffio9:Yh] 所属板块 地区 证券代码 公司名称 股价(美元) 区间涨跌幅(周) 总市值(亿美元)[2023.08.11] 市销率PS (TTM) 市盈率PE (TTM) PE(2021) PE(2022) PE(2023E) 2023.08.04 2023.08.11 算力及终端 美股 AAPL.O 苹果(Apple) 181.99 177.79 -6.87 27,796.10 7.24 29.33 30.65 20.71 29.52 NVDA.O 英伟达(NVIDIA) 446.80 408.55 -8.22 10,091.19 39.00 210.54 169.73 36.86 77.65 TSLA.O 特斯拉(TESLA) 253.86 242.65 -6.43 7,701.70 8.19 63.15 197.80 30.98 76.12 HPQ.N 惠普(HP) 32.43 32.77 0.21 323.10 0.57 12.10 6.27 8.24 0.00 CSCO.O 思科(CISCO) 52.63 53.79 1.20 2,191.97 3.99 19.11 25.24 16.57 0.00 ASML.O 阿斯麦 678.04 661.78 -2.82 2,611.31 9.26 32.30 48.11 36.70 30.97 AMD.O 超威半导体(AMD) 115.82 107.57 -4.93 1,737.98 7.94 -6,951.91 54.93 79.12 88.11 INTC.O 英特尔(INTEL) 35.14 34.89 0.42 1,461.19 2.70 -158.48 10.55 13.61 0.00 QCOM.O 高通(QUALCOMM) 121.50 114.61 -3.45 1,279.05 3.31 14.85 22.75 9.51 14.39 ON.O 安森美半导体(ONSEMICONDUCTOR) 102.31 94.57 -7.92 408.10 4.89 20.88 29.09 14.18 18.58 港股 0909.HK 明源云 4.75 4.14 -11.73 79.83 3.89 -6.18 -83.10 -10.65 -14.13 9698.HK 万国数据-SW 12.44 11.34 -5.50 172.87 1.59 -10.62 -46.54 -21.99 -11.59 1686.HK 新意网集团 3.97 4.02 1.01 94.03 4.27 10.81 21.91 11.66 0.00 台股 2330.TW 台积电 554.00 546.00 -2.67 150,316.04 6.35 15.03 26.92 11.71 18.65 2454.TW 联发科 706.00 679.00 -4.23 10,860.65 2.13 10.67 17.08 8.46 0.00 互联网 美股 GOOGL.O 谷歌(ALPHABET)-C 128.11 129.56 0.86 16,371.61 5.64 26.80 25.23 19.04 22.67 AMZN.O 亚马逊(AMAZON) 139.57 138.41 7.37 14,280.80 2.65 109.25 50.87 -314.82 68.87 META.O 脸书(METAPLATFORMS) 310.73 301.64 -3.69 7,761.68 6.44 34.43 23.42 13.75 23.64 NFLX.O 奈飞(NETFLIX) 431.60 421.66 -2.17 1,868.57 5.82 44.01 52.28 29.21 37.66 PDD.O 拼多多 87.52 81.55 -8.17 1,083.46 5.16 20.10 60.50 22.77 21.60 NTES.O 网易 108.53 103.06 -5.34 674.46 4.66 20.12 25.21 16.34 20.93 BIDU.O 百度 148.26 137.91 -8.02 492.84 2.62 23.22 32.06 36.42 18.82 TCOM.O 携程网 39.75 40.52 1.96 279.73 7.57 33.00 -183.04 116.72 25.63 港股 0700.HK 腾讯控股 343.40 335.80 -1.87 32,089.85 4.94 14.73 15.96 15.17 19.89 80700.HK 腾讯控股-R 315.80 311.60 -1.39 29,378.58 5.23 15.62 0.00 0.00 20.16 9999.HK 网易-S 172.90 163.60 -3.02 5,273.85 4.71 20.34 25.01 16.52 21.25 9888.HK 百度集团-SW 147.00 137.80 -4.83 3,853.69 2.67 23.64 31.96 36.49 19.24 89888.HK 百度集团-SWR 135.30 127.90 -4.12 3,528.10 2.83 25.07 0.00 0.00 19.50 1024.HK 快手-W 68.85 67.10 0.15 2,908.22 2.59 -30.64 -3.19 -19.96 -230.68 81024.HK 快手-WR 63.25 62.20 0.57 2,662.51 2.74 -32.44 0.00 0.00 -233.57 9626.HK 哔哩哔哩-W 144.10 131.00 -3.11 543.99 2.17 -8.15 -16.99 -8.90 -11.99 2518.HK 汽车之家-S 59.65 57.65 -3.11 293.66 3.81 13.81 10.44 14.79 13.73 9898.HK 微博-SW 116.20 10