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\u7684\u9700\u6c42\u76f8\u7576\u5f37\u52c1\uff0c\u5ba2\u6236\u6301\u7e8c\u8ffd\u52a0\u7522\u80fd\u9700\u6c42\u3002\u4ed6\u4e5f\u8868\u793a\uff0c\u65fa\u5b8f\u76ee\u524d\u672a\u8207\u5ba2\u6236\u7c3d\u8a02\u9577\u671f\u5408\u7d04\uff0c\u4e5f\u4e0d\u63a1\u53d6\u524a\u50f9\u65b9\u5f0f\u8207\u5927\u5ee0\u6b63\u9762\u7af6\u722d\u3002<\/p>\n<h4>\u7522\u80fd\u8f49\u5411 3D NAND \u8207 eMMC<\/h4>\n<p>\u5e74\u5831\u6307\u51fa\uff0c2025 \u5e74 NAND Flash \u71df\u6536\u5360\u6bd4 16%\u3001\u5e74\u589e 62%\uff0c\u4e3b\u8981\u4f86\u81ea eMMC \u51fa\u8ca8\u5927\u589e\uff0c\u516c\u53f8\u5c07\u4ee5\u81ea\u6709 3D NAND \u6280\u8853\u958b\u767c\u66f4\u9ad8\u5bb9\u91cf\u7684 eMMC \u7522\u54c1\u3002\u7b2c\u4e09\u5b63 NAND \u71df\u6536\u5360\u6bd4\u9054 47%\u3001\u5e74\u589e 768%\uff0cNOR \u5360 46%\u3002\u5433\u654f\u6c42\u8868\u793a\uff0c\u4eca\u5e74\u8cc7\u672c\u652f\u51fa\u539f\u898f\u5283 220 \u5104\u5143\uff0c\u8463\u4e8b\u6703\u518d\u8ffd\u52a0 158 \u5104\u5143\uff0c\u5408\u8a08 378 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18.6 \u5143\uff1b2027 \u5e74\u71df\u6536\u7d04 1,577.0 \u5104\u5143\uff1b2028 \u5e74\u71df\u6536\u7d04 1,476.0 \u5104\u5143\u3002\u4ee5\u4e0a\u70ba\u516c\u958b\u5e02\u5834\u5171\u8b58\u7684\u4e2d\u4f4d\u6578\u3002<\/p>\n<ul>\n<li><strong>2026 \u5e74\uff1a\u71df\u6536\u6210\u9577\u8fd1\u5169\u500d\uff0c\u7531\u8667\u8f49\u76c8\u3002<\/strong> \u5171\u8b58\u71df\u6536 857.2 \u5104\u5143\uff08\u5e74\u589e 196.8%\uff09\u3001EPS 18.6 \u5143\uff0c\u76f8\u5c0d 2025 \u5e74\u7684\u6bcf\u80a1\u8667\u640d 1.77 \u5143\u662f\u8667\u8f49\u76c8\u3002\u63a8\u529b\u5b8c\u5168\u4f86\u81ea NOR Flash \u7684\u5831\u50f9\u8207\u51fa\u8ca8\uff1a\u55ae\u5b63\u6bdb\u5229\u7387\u7531 2025 \u5e74\u7b2c 2 \u5b63\u7684 15.6% \u5347\u5230 2026 \u5e74\u7b2c 2 \u5b63\u7684 <strong>64.4%<\/strong>\uff0c\u540c\u671f\u6de8\u5229\u7387\u7531 -18.8% \u8f49\u70ba 40.4%\u3002\u5206\u6790\u5e2b\u7684 EPS \u9810\u4f30\u843d\u5728 14.76\uff5e23.54 \u5143\u3002<\/li>\n<li><strong>2027 \u5e74\uff1a\u71df\u6536\u5171\u8b58\u518d\u6210\u9577\u516b\u6210\uff0c\u7372\u5229\u5247\u6c92\u6709\u53ef\u7528\u7684\u4e2d\u5fc3\u503c\u3002<\/strong> \u5171\u8b58\u71df\u6536 1,577.0 \u5104\u5143\uff08\u5e74\u589e 84.0%\uff09\uff0c\u5340\u9593 1,038.1\uff5e2,138.0 \u5104\u5143\u3002\u6bcf\u80a1\u76c8\u9918\u5404\u5bb6\u5f9e 21.36 \u5143\u4f30\u5230 67 \u5143\uff0c\u5dee 3.1 \u500d\u2014\u2014\u8a18\u61b6\u9ad4\u5faa\u74b0\u80fd\u5ef6\u7e8c\u591a\u4e45\uff0c\u5e02\u5834\u5b8c\u5168\u6c92\u6709\u5171\u8b58\uff0c\u56e0\u6b64\u672c\u6587\u8207\u4e0a\u8868\u90fd\u4e0d\u5217 2027 \u5e74\u7684\u6bcf\u80a1\u76c8\u9918\u3002<\/li>\n<li><strong>2028 \u5e74\uff1a\u71df\u6536\u5171\u8b58\u53cd\u800c\u4f4e\u65bc 2027 \u5e74\u3002<\/strong> \u5171\u8b58\u71df\u6536 1,476.0 \u5104\u5143\uff08\u5e74\u6e1b 6.4%\uff09\u3002\u6bcf\u80a1\u76c8\u9918\u7684\u5340\u9593\u662f 13.41\uff5e63.79 \u5143\uff0c\u5dee 4.8 \u500d\uff0c\u6700\u4f4e\u503c\u751a\u81f3\u4f4e\u65bc 2026 \u5e74\u2014\u2014\u7b49\u65bc\u6709\u4e00\u90e8\u5206\u4eba\u8a8d\u70ba\u5faa\u74b0\u6703\u5728 2028 \u5e74\u7ffb\u4e0b\u53bb\u3002\u540c\u6a23\u56e0\u70ba\u5206\u6b67\u904e\u5927\uff0c\u4e0a\u8868\u4e0d\u5217\u9019\u4e00\u5e74\u7684\u6bcf\u80a1\u76c8\u9918\u3002<\/li>\n<\/ul>\n<p>\u65fa\u5b8f 2026 \u5e74 9 \u6708\u55ae\u6708\u71df\u6536 83.67 \u5104\u5143\uff0c\u5e74\u589e 188.2%\uff1b1\u20139 \u6708\u7d2f\u8a08\u5408\u4f75\u71df\u6536 538.31 \u5104\u5143\uff0c\u5e74\u589e 154.5%\u3002\u4ee5\u7d2f\u8a08\u6578\u56de\u63a8\uff0c857.2 \u5104\u5143\u7684\u5168\u5e74\u9810\u4f30\u96b1\u542b\u7b2c 4 \u5b63\u71df\u6536\u7d04 319 \u5104\u5143\uff0c\u8f03\u7b2c 3 \u5b63\u7684\u7d04 242 \u5104\u5143\u518d\u6210\u9577 31.6%\u3002<\/p>\n<p>\u9019\u6a94\u6a19\u7684\u7684\u7279\u6027\u662f\u7372\u5229\u5c0d\u5831\u50f9\u6975\u5ea6\u654f\u611f\uff1aEPS 18.6 \u5143\u96b1\u542b\u4e0b\u534a\u5e74\u8981\u505a\u5230\u7d04 13.8 \u5143\uff0c\u800c\u4e0a\u534a\u5e74\u53ea\u6709 4.77 \u5143\u3002\u7b2c 4 \u5b63\u6bdb\u5229\u7387\u80fd\u4e0d\u80fd\u5b88\u5728 60% \u4ee5\u4e0a\uff0c\u6c7a\u5b9a 2026 \u5e74\u843d\u5728\u5171\u8b58\u7684\u54ea\u4e00\u7aef\uff1b\u800c 2027 \u5e74\u4e4b\u5f8c\uff0c\u5831\u50f9\u4e00\u65e6\u53cd\u8f49\uff0c\u540c\u6a23\u7684\u69d3\u687f\u6703\u5f80\u53cd\u65b9\u5411\u653e\u5927\u3002<\/p>\n","ifam_val_multiple":"","ifam_strategy_on":"1","ifam_trades":"{\"fileName\":\"\",\"source\":\"\u6bcf\u65e5\u81ea\u52d5\u66f4\u65b0\",\"sheet\":\"\u65fa\u5b8f(2337)\u9032\u51fa\u7d00\u9304\",\"blocks\":[{\"title\":\"Trending GARP 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