加载中…
这轮建设背后的芯片、数据中心和软件。
33 家公司
这里每家公司都经过同样的五项成长与现金创造检验。一个主题可以很激动人心，同时充斥着不赚钱的公司——这正是那一点显现出来的地方。
| MU | Micron Technology, Inc. | A+ | US$1.22T | US$1,082.28 | 24.50 | US$90.3B | 55.9% |
| AMZN | AMAZON COM INC | D | US$2.69T | US$249.67 | 20.09 | US$775.7B | 17.4% |
| GOOGL | Alphabet Inc. | C+ | US$4.22T | US$343.92 | 17.27 | US$445.9B | 54.8% |
| NVDA | NVIDIA CORP | A+ | US$5.42T | US$225.07 | 28.45 | US$303B | 63.7% |
| DOCN | DigitalOcean Holdings, Inc. | A | US$16.4B | US$139.75 | 64.70 | US$1B | 23.3% |
| META | Meta Platforms, Inc. | B+ | US$1.93T | US$751.66 | 28.32 | US$228.2B | 29.8% |
| ORCL | Oracle Corporation | D+ | US$414.6B | US$137.10 | 21.49 | US$71.8B | 26.4% |
| AVGO | Broadcom Inc. | A+ | US$1.68T | US$352.81 | 45.00 | US$89.1B | 42.9% |
| SNDK | Sandisk Corporation | A+ | US$260.3B | US$1,777.80 | 24.26 | US$20.2B | 56.5% |
| TSM | Taiwan Semiconductor Manufacturing Company Limited | A+ | US$2.34T | US$450.61 | 64.01 | US$92.4B | 57.9% |
| TSLA | Tesla, Inc. | C | US$1.47T | US$372.11 | 344.55 | US$103.6B | 3.7% |
| VRT | Vertiv Holdings Co | A+ | US$97.5B | US$253.28 | 57.30 | US$11.5B | 15.1% |
| TER | TERADYNE, INC. | A+ | US$62.3B | US$398.38 | 54.72 | US$4.5B | 25.8% |
| LRCX | LAM RESEARCH CORPORATION | B+ | US$394.4B | US$315.21 | 54.72 | US$23.2B | 31.3% |
| CSCO | CISCO SYSTEMS, INC. | C+ | US$420.7B | US$106.70 | 31.95 | US$63.3B | 21.0% |
| INTC | INTEL CORP | A- | US$620.4B | US$123.00 | — | US$57B | -19.8% |
| LITE | Lumentum Holdings Inc. | A | US$84.5B | US$941.65 | — | US$3B | -230.1% |
| PANW | Palo Alto Networks, Inc | A | US$306.5B | US$374.74 | 797.32 | US$11.5B | 2.7% |
| MRVL | MARVELL TECHNOLOGY, INC | A+ | US$229.7B | US$261.94 | 86.45 | US$9.5B | 27.9% |
| AMD | ADVANCED MICRO DEVICES INC | A+ | US$1.03T | US$630.63 | 162.12 | US$41.3B | 15.6% |
| CLS | CELESTICA INC | A | US$42B | US$365.44 | 38.03 | US$15.6B | 7.2% |
| COHR | COHERENT CORP. | D | US$57.9B | US$295.83 | 71.80 | US$7.1B | 11.3% |
| ASML | ASML HOLDING NV | A+ | US$672.1B | US$1,743.94 | 62.03 | US$40.2B | 30.1% |
| SNOW | SNOWFLAKE INC. | A | US$118.5B | US$335.94 | — | US$5.4B | -20.1% |
| GLW | CORNING INC /NY | A+ | US$135B | US$156.74 | 71.57 | US$17B | 11.2% |
| DDOG | Datadog, Inc. | A | US$98.7B | US$268.13 | 536.26 | US$4B | 4.5% |
| CRWD | CrowdStrike Holdings, Inc. | A | US$258.2B | US$252.13 | 1,146.05 | US$5.4B | 1.1% |
| FROG | JFrog Ltd. | A | US$11B | US$89.18 | — | US$600M | -7.3% |
| CRDO | Credo Technology Group Holding Ltd | A+ | US$39.7B | US$210.97 | 74.81 | US$1.6B | 33.8% |
| LSCC | Lattice Semiconductor Corp | C | US$18.2B | US$128.05 | 492.50 | US$651.1M | 5.6% |
| MDB | MONGODB, INC. | A | US$33.1B | US$410.44 | — | US$2.8B | 2.1% |
| AMAT | APPLIED MATERIALS INC /DE | C+ | US$384.9B | US$485.00 | 41.85 | US$30.8B | 30.1% |
| CMI | CUMMINS INC. | A | US$72.3B | US$525.06 | 26.83 | US$34.7B | 8.1% |
基本面来自 SEC 申报文件，价格来自最近一次行情更新。可按任意列排序；没有数值的公司在两个方向都排在末尾。
这是人工挑选的名单，而不是筛选器——成员由编辑决定，偶尔复核，不会重新计算。公司旁边的每一个数字都由我们自己算出，取自该公司提交给 SEC 的文件和我们持有的最新价格。