本帖于 2025-01-05 20:11:00 时间, 由普通用户 BrightLine 编辑
AI 基础 (Foundations):
- NVDA (NVIDIA): Forward P/E 58.7
- AVGO (Broadcom): Forward P/E 20.9
- MRVL (Marvell Technology): Forward P/E 28.1
- TSM (Taiwan Semiconductor Manufacturing): Forward P/E 15.6
- ANET (Arista Networks): Forward P/E 30.4
- VRT (Vertiv Holdings): Forward P/E 25.2
AI 应用生态圈 (Applications Ecosystem):
- META (Meta Platforms): Forward P/E 21.4
- AAPL (Apple): Forward P/E 28.3
- NFLX (Netflix): Forward P/E 30.8
- APP (AppLovin): Forward P/E 32.0
AI 自动驾驶/机器人 (Autonomous Driving/Robotics):
- TSLA (Tesla): Forward P/E 62.4
- ISRG (Intuitive Surgical): Forward P/E 52.6
- GOOG (Alphabet): Forward P/E 23.2
AI 共享经济 (Sharing Economy):
- UBER (Uber Technologies): Forward P/E 37.5
- DASH (DoorDash): Forward P/E 41.2
AI 企业 (Enterprise AI):
- PLTR (Palantir Technologies): Forward P/E 56.3
- CRM (Salesforce): Forward P/E 25.7
- NOW (ServiceNow): Forward P/E 44.0
- CRWD (CrowdStrike Holdings): Forward P/E 70.1
- NET (Cloudflare): Forward P/E 96.4
AI 云平台 (Cloud Platforms):
- MSFT (Microsoft): Forward P/E 31.5
- AMZN (Amazon): Forward P/E 53.2
- ORCL (Oracle): Forward P/E 19.3
AI 电力 (AI Power):
- VST (Vistra Corp): Forward P/E 8.4
- CEG (Constellation Energy): Forward P/E 18.5
AI 数据平台 (AI Data Platforms):
- SNOW (Snowflake): Forward P/E 159.8
- MDB (MongoDB): Forward P/E 98.2
AI 基建 (Infrastructure):
- EME (EMCOR Group): Forward P/E 16.8
- FIX (Comfort Systems USA): Forward P/E 18.2
AI Energy (AI in Energy):
- GEV (General Electric Vernova): Forward P/E 25.7
- ENPH (Enphase Energy): Forward P/E 20.6
- SEDG (SolarEdge Technologies): Forward P/E 17.4
