????ST?¡ä?????

????*STå·þ=?ï¼?300799.SZï¼??¡ä»·????31?¥å??ä¸?275.08???°é???ï¼?6??1?¥ç??ä¸???´©ï¼?ä¸?åºþ@?ºç??0CMè·???ï¼????³æ?¶ç??è·?8.94ï¼?ï¼??¥æ??50.5??ï¼??»å??¼è¾¾255亿å????å°½ç?å¦?æ­¤ï?*STå·þ=?ä¹????¡æ??è´µç??ST?¡ï?ä»?å¹??????????´å¸½????ï¼??¡ä»·ä¾??§æ?¶æ???´ä?ï¼???ä¸??¡é???00??ST?¡ç¥¨???´ä¸º????????????¸è?¡ç¥¨è¿?ä¸?å¹´æ?¥æ¶¨å¹?è¶?500ï¼???

????A?¡æ²¡???°é?äº???*STå·þ=??¡ä»·ä¹???以ä?è·?????é£???ï¼?主è??????ç®???æ¦?念è?èµ???¿½?§ã??*STå·þ=???022å¹´å¹´?¥ä¸­ç§°ï????¸æ?§è?¡å????¸æ???½å??ä¸??????????????¸ï?ä¸?称â????ä¸??????ï¼????????¶ä????ç¨?ç½?ç»??°æ?????????ï¼?DPUï¼???

?????¨è?¡ä»·??é£?ä¸?年以?¥ï?*STå·þ=?å¤?次å?¨ä??¨æ??å¹³å?°ã??å¾?¿¡????·ç?å¹³å?°æ????PU?????©å¥½ä¿¡æ??????¸è?¡ä?ä¹??¾å??022å¹?1????12???¡ä»·å¤§æ¶¨??????å¥??°ï???STå·þ=???大æ????¡ä¸­ï¼????£è½®æµ??¥é©»ï¼?è¶??¡ä»·é«?涨å????å¥??°ï?大è?大å?ºã??

?????¥å??ï¼?深交????*STå·þ=?ä¸???2022å¹´å¹´?¥é????½ï?追é???¶å?¨å?©ç?¨ä¿¡?????²ã??äº??¨æ??å¹³å?°å??åª?ä½?宣ä?ç­?è¿???å¸??ºç???¹ã???????¡ä»·?????¡ä?????????å½ ¬??深交????022å¹?2??ä¹??¾ä????³æ³¨?½ï?追é?????¸æ???þ@??¨ä¸»?¨è???å¸??ºç???¹ç??ä½????¸è?¡ä»·???????¸å?³è?¡ä?????????å½ ¬??对æ?ï¼?*STå·þ=?两æ??½å?þA???

????5??29?¥ï?*STå·þ=???å¤?称ï????¸é??è¿?????·å?å¤???å¸????¸å?³äº§???????°ç?åºþ@??è¡?ä¸?客æ?·ç?????????µï???¸ºäº??´å¥½???¨å¹¿äº§å??ï¼?è¿?è¡?å¸??ºæ??å±???ä¸?è¿°ä?项ä???????????´æ?¥ç?¸å?³æ?§ï?对å???¸è?产ã??è´??ºã????????ç»??¥æ??????å½±å????对å???¸è?¡ç¥¨äº¤æ??ä»·æ?¼æ????èµ????³ç?ä¸?ä¼?产ç??è¾?大影?????¸å?³ä?项并??§¦??ä¿¡æ?????²æ????ï¼????¸å¹¶????????³è?å®???

????*STå·þ=??¡ä»·?½æ?´æ¶¨ï¼?ä½???忧ä?å°???å¤???èµ???¿½?§ç??DPU????ä¸??¡ä?å¤?äº?äº???å½?ä¸????ä¸????022å¹´å??2023å¹´ä?季度??ç»??????ä¸?ä»?å¦?æ­¤ï?*STå·þ=???åº??¶è´¦æ¬¾å???¶å?¨æ???¿ã??è§?模è?大ï????¸ç??¥æ?§ç?°é??æµ???ç»??æ»?ï¼?è´§å?èµ???ä¹?大å???å°??????³ä?å¹´ä?季度???*STå·þ=?è´§å?èµ???ä»???752.78ä¸?ï¼???¸´èµ???????ä¸?å°???

????è¿??¥ï??¶ä»£?¨æ?¥è???å°?STå·þ=?DPU??èµ????¹é?¢é???ï¼??´ç?µè?´å??STå·þ=?ï¼????³å??稿æ???·å??å¤???

???????£å¤§è¿?大å?ºï??¡ä?ä¸??????????¤é??

????ä¸?å¸?ç¬???å¹´ï?*STå·þ=??¥æ?¶è???亿å??ï¼??·å?¥ä????¶æ????

????4??åº?ï¼?*STå·þ=????²ä?2022å¹´å¹´?¥ï????¸å??°è?¥ä??¶å??896.12ä¸???ï¼???æ¯?ä¸???50.18ï¼?ï¼????©æ¶¦-1.47亿å??ï¼???æ¯?ä¸???2693.04ï¼??????¸å?³è?å®?ï¼?ä»?5??4?¥å?å§?ï¼?*STå·þ=??¡ç¥¨æ­£å?è¢???½â????å¸?é£??©è?示â??ï¼??¡ç¥¨ç®?称ç?±â??å·þ=?ç§????? ???´ä¸º??*STå·þ=?????

???????è¿?ï¼?è¿?并ä??½é?»æ?¡è?????ä½???æ­¥ä?????022å¹?????»¥?¥ï?*STå·þ=??¡ä»·ä»?38??/?¡å·¦?³æ??ç»??æ¶??è¢???½â????å¸?é£??©è?示â????ä»?ä¸?è·??æ¶????ä¸??¡é?ä¸?00??ST?¡ï????¸å??¼ä?30å¤?亿å??ï¼?ä¸?è·?¶¨??50å¤?亿å????

????è¿?????STå·þ=?å¸?å±?DPU??????ç»?????*STå·þ=?äº?2019å¹?0???»é????ä¸??¿ï???å¹´å?å§????¥è????????ï¼?2020å¹´æ??ç«???ä¸??????2022年以?¥ï????¸å?次é????PU???©å¥½ä¿¡æ????

??????022å¹???28?¥æ???²ç??2021å¹´æ?¥ä¸­ï¼?STå·þ=?称ï???ä¸???????äº????ç¨?ç½?ç»??°æ???????????主è????¶å·¥ä½?ï¼?并ä?æ½??¨å??·è?è¡?äº???ä½?å¼???ï¼?为æ???¥äº§?????????å®?äº??ºç???

????*STå·þ=?è¿??¨ä???å¹³å?°æ??ç»??¾å?ºå?©å¥½æ¶???????022å¹???以æ?¥ï????¸å?¨æ·±äº¤æ??äº??¨æ??å¹³å?°é?ç¹???ç­???èµ????³ä?DPU?????????ç»?????PU???¶è?å±???

?????¸å??ä¹??±å?*STå·þ=???2022å¹???8?¥ï???西è??¸å??å¸????¥ç§°ï¼???å¥?STå·þ=??°æ??å±?DPUä¸??¡ç??广é??åº??¨å?????认为??DPU???¿å??????ï¼?ä»?å¹???24?¥ï???å®?è¯??¸å?¨ç???¥ä¸­ç§°ï?ä»?åº??¨æ?¥ç??ï¼?DPU?¨å?¨ä??°æ???¶ä»£??è¿?ç¨???DPUå¸??ºè?模大ï¼?å¢???å¿??*STå·þ=????½å??DPU?????????ä¼?ä¸?ï¼?????????????ä¸?BEAT??ä¸?????

???????£æ??ä¹???STå·þ=??¡ä»·??é£???主è??©å?????¶ä»£?¨æ?¥è???梳ç?????°ï?2022年以?¥ï?å¤?ä¸????£è½®æµ??¥é©»*STå·þ=?ï¼????¸å??大æ????¡ä?ä¸??为个人æ??èµ???ï¼?ä¸????°å¤§è¿?大å?ºæ???¿ã??

????Wind?°æ???¾ç¤ºï¼?????021å¹´æ???*STå·þ=???大æ????¡ä?ä¸???ºæ????èµ?????6ä¸?¸­ä½?ï¼?ä¸?ºº??èµ?????4ä¸?¸­ä½?ï¼??¶ä¸­??ç£???为æ?°è??¡ä?ï¼????°ä?2022å¹´ä?季度ï¼?ä¸?ºº??èµ???å·²å????ä¸?¸­ä½?ï¼?ä»»æ?¥ç???å·þ@¾·??????æ°¸å??????ç¾??£æ??为æ?°è??¡ä?ï¼???ç£?å¢???34.39ä¸??¡è??61.7ä¸??¡ï?ä½???ç¬??大æ????¡ä???

????????022å¹´ä???å¹´ï???ç£?????87.21ä¸??¡ï?å·þ@¾·??ä¹?????????ï¼?????????70.86ä¸??¡ç??å®???èµ?æº?ä¼???æ··å????è¯??¸æ??èµ??ºé???????ºå??大æ????¡ä?????ï¼?ä¸????·ç?????èµ??ºé????????äº?55.56ä¸??¡ã??ä¹???ä¸?ºº??èµ???继续å¢???ï¼?ä»»æ?¥ç?????ç¾??£ç?人å???ï¼??ºæ??¶å??è¾¹è????为æ?°è??¡ä???

?????°ä?2022å¹´ä?季度?????ç£?å·²é????STå·þ=???大æ????¡ä?ï¼??¡å?????°è???为ç?ä¸?大æ????¡ä?ï¼?????75.57ä¸??¡ï?ç¬???季度??å¢?????34.8ä¸??¡ï?å¸??¼è?3亿å??ï¼?å®?????022å¹´ç?ä¸?季度?°è?为ç???大æ????¡ä?ï¼?ç¬???季度å¼?å§?????ï¼?ä½?2023å¹´ä?季度??å¢?????

?????ºæ????èµ?????022å¹´ä?季度æ¶?è¿?ï¼?ä½?å¾?å¿???¤ç????¶ä¸­ï¼??????°è??¿ä????µæ´»??ç½?··????鸿é???¨ç??ä¼???ç§???è¯??¸æ??èµ??ºé??ç­???¤§?ºæ????èµ???ï¼???ä¸?STå·þ=??°è???大æ????¡ä?ï¼?????????100ä¸??¡ç??ç¬??大æ????¡ä?????å®???èµ?æº?ä¼???æ··å????è¯??¸æ??èµ??ºé???????ºå??大æ????¡å??????

?????????°è??¿ä????µæ´»??ç½?··??è§?模è??¾äº¿ï¼??±å?????ºé???????ºé??ç»????¨æµ·??管ç?????°ä?ä»?å¹´ä?季度????????°è??¿ä????µæ´»??ç½?··?????ºå??大æ????¡ä?ä¹???ï¼?鸿é???¨ç??ä¼???ç§???è¯??¸æ??èµ??ºé????次æ??为æ?°è??¡ä?ä¹?ä¸?ï¼?ä¹????¤å???¸å??å·¥æ???¡å¹³?°ä?å¤???????ºæ????èµ?????

????*STå·þ=??¡ä?ä¹??????¤ç???2022å¹?0??31?¥ï?*STå·þ=?é¦?次å?????è¡???å·²å??è¡????¡ä»½6885ä¸??¡è§£?¤é?????解ç??¡ä?????¸ºå®????§å?¶äººå¼?????ä½???????å¼?æ¼??ï¼?å¼???女å?¿ï???ä½??¹ç?ï¼?ä½?????女å?¿ï?4人ï?以å?????¸å??å·¥æ???¡å¹³?°â???????¡å·¦æ±????¥æ??èµ?管ç????ä¼?ä¼?ä¸?ï¼???????ä¼?ï¼?ï¼?ä¸?称â??å·þ=????¥â??ï¼???

???????¡ä¹¦?¾ç¤ºï¼?å·þ=????¥ç??å®????§å?¶äººä¸ºå???¸è?£ä??¿å???ï¼?å¼????ºè?æ¯?ä¾?24.83ï¼?ï¼????¸è?£ä??¼æ?»ç???ä½??????ºè?æ¯?ä¾?24.67ï¼?ï¼??¶ä?27?????¶äºº?ºè?æ¯?ä¾?????¸º0.17ï¼???1.67ï¼?ä¸?ç­???

????解ç???ä¸?ä¹?ï¼?2022å¹?1??3?¥ï?*STå·þ=?????ï¼?å·þ=????¥æ???????¡ä»½ä¸?è¶?è¿?300ä¸??¡ï??³ä?è¶?è¿????¸æ?»è?¡æ????2.94ï¼???????022å¹?2??19?¥ï????????计å??å®??½å?æ¯?ï¼?????ä»·æ?¼å?ºé?´ä¸º116.68??/?¡ï?146??/?¡ï?å¥??°è?3亿å????

????

?????³å?¾ç???¥æ?ï¼?*STå·þ=?????

?????½è?å·þ=????¥å????ä»·æ?¼è?ä½?äº?å½????¡ä»·ï¼?ä½?ä¹?èµ?å¾???满é?µæ»¡??*STå·þ=??¡ä»·ä»?2022å¹???????38.09??/?¡ï?涨è??022å¹?2??19?¥ç??136??/?¡ã??

????èµ????¿å??ï¼????¡ä???款è?½å?þ=????ï¼?

?????¡ä»·??é£?ä¸??ºæ???¢å½¢??äº?巨大å·??ï¼?*STå·þ=???DPUä¸??¡å??????©ï?è¿???¸´è¯¸å?ä¸?ç¡???§ã??

????2022å¹´ï???ä¸?????¥ä??¶å?¥ä¸º0??ï¼????©æ¶¦çºþ?¸º-8460ä¸?????*STå·þ=??¨å¹´?¥ä¸­è¡¨ç¤ºï¼?2022å¹´è???????¶è??¥å?³é???¶æ?ï¼??¸å???????设è???æµ?????å°?è£?è´¹ç?¨è?é«?ï¼?导è?´å???????è´¹ç?¨è?é«?ï¼????¶è??????022å¹´å???º§???????¶å?¥ï?导è?´å???产ç??è¾?大ä?????

????5??29?¥ï?*STå·þ=??¨å??å¤?深交??????½ä¸­???²ï???ä¸??????????ä¸??¡ï?äº?2023å¹´ç?ä¸?季度å®??°é?????¶å??115.93ä¸???ï¼?æ¯??©ç??ä¸?5.98ï¼????±ä????¸æ??ç»????¨è???????¥ç????ï¼???æ­¤å??项费?¨å????è¾?大ï?2023å¹´ç?ä¸?季度ï¼???ä¸????????´¹??4.56ä¸???ï¼?管ç??è´¹ç??52.67ä¸???ï¼?????è´¹ç??134.70ä¸????????¸æ??ç»??????????¥ï?使å???ä¸????023å¹´ç?ä¸?季度???©æ¶¦ä¸?278.49ä¸???ï¼????½å??°ç???©ã??

????æ­¤å?ï¼?*STå·þ=?è¿?次å?¨å??å¤?????½ä¸­è¡¨ç¤ºï¼?DPU主è?åº??¨å?¨æ???¡å?¨ä???

???????½å??ç«?äº?对æ??ä¼?å¤?ï¼??????±ä?è¾¾ï?Nvidiaï¼???????ï¼?Broadcomï¼????±ç?¹å?ï¼?Intelï¼??¨æ??????å¸???????å¤?äº?ç»?对é????°ä?ï¼????¸å???ç¨?ç½?ç»??°æ???????PU产å?????¨å¹¿????ï¼???ç»??½å??å¾???å¸??ºä»½é¢???å¤??¹é?¢å??ç´?å½±å??ï¼?ä½?为æ?°è??¥é???ä¼?ä¸?ï¼?ä¸??½é??ä¼?ä¸??¨æ?????¨å???èµ???ç­??¹é?¢å??¨è?大差è·?ï¼????þ@??»¥??å¾?ä¸??????¡ä»·?¸å?¹é????ä¸?绩å??¨è?大ä?ç¡???§ã????*STå·þ=??þA???

????*STå·þ=???¸´èµ???????ï¼?è¿?ä¸??¶å??¶è´¦æ¬¾å???¶å?¨æ???¿ã??è§?模大???³ã??2022年度ï¼????³å?»å¹´åº?ï¼?*STå·þ=?åº??¶è´¦æ¬¾è´¦???é¢?2.83亿å??ï¼???è´þ@??å¤?5120.93ä¸???ï¼?è´þB??»·??.32亿å?????¶ä¸­ï¼?大信ä¼?计å?äº??¡å?2.01亿å??åº??¶è´¦æ¬¾æ???½å??å¾??½è????½ã??

????大信ä¼?计å?äº??¡æ??å¯?STå·þ=?2022å¹´è´¢?¡æ?¥è¡¨?ºå?·ä???????审è???è§??¥å??ï¼?æ¶???äº?项å??????¶è´¦æ¬¾ä?å®?????ç»???¥ç?¸å?³ç????大ä?ç¡???§ã??

????大信ä¼?计å?äº??¡å?¨å??å¤????ä¸?¡¨ç¤ºï?*STå·þ=??¥ä??¶å?¥ä?æ»?ï¼?åº??¶è´¦æ¬¾ä?é¢?å¢??¿ç??主è?????为ï?ä¸??¹é?¢å???¸æ??å¤?è¡?ä¸??¹æ?ï¼?客æ?·ç¾¤ä½?为å?½å???ä½?ï¼?ç»?ç®??¨æ??è¾??¿ï??þ???¹é??????¸å??·é??ä¸?º¦è¾?é«?ï¼?????ä¸?客æ?·å½±??è¾?大ã??

????åº??¶è´¦æ¬¾é?ä¼?ï¼?å¯?STå·þ=??°é??æµ?å½±å??è¾?大ã??2020å¹´è??022 å¹´ï????¸ç??¥æ´»?¨äº§?????°é??æµ?????é¢?????¸º1.32亿å????-5473.89 ä¸?????-1.82亿å??ï¼?2021å¹´ã??2022 å¹´å??????æ¯?ä¸?æ»?141.52ï¼???232.5ï¼????³ä?å¹´ä?季度???*STå·þ=?è´§å?èµ???ä¸?752.78ä¸?ï¼?è¾?2022å¹´æ????å°?53.62ï¼?ï¼?主è??????????¸è???å¼????å¤???

????

??????STå·þ=???èµ???????ç»??¥æ´»?¨ç?°é??æµ?ï¼??¾ç???¥æ?ï¼?wind

????*STå·þ=?称ï?????????项ç??????ç»????¥ï??¨ç??¥æ?§ç?°é??æµ???æ³?å¾??°æ?¹å???????µä?ï¼????¸é??¸´è¾?大ç??èµ???????ï¼???ä»?å¤??¨è??èµ???

????为æ?¹å????ç»???¥è?½å??ï¼?*STå·þ=??¨å??å¤????ä¸?¡¨ç¤ºï????¸å·²ä¸??§è?¡è?¡ä?å¼?????ä½?????ç­¾è?????款å??è®???ï¼?两人以è????èµ????????¸æ??ä¾???款ï???款æ?»é??é¢?ä¸?è¶?è¿?1亿å??ï¼????³ç????å·²ç??¶å??000ä¸???èµ?????款ï?å°???强å?åº??¶æ?项ç?????¶å?????åºþ