贴这吧

AI 基础 (Foundations):

NVDA (NVIDIA): Forward P/E 58.7, perf%1Y 202.45%

AVGO (Broadcom): Forward P/E 20.9, perf%1Y 119.81%

MRVL (Marvell Technology): Forward P/E 28.1, perf%1Y 110.92%

TSM (Taiwan Semiconductor Manufacturing): Forward P/E 15.6, perf%1Y 109.60%

ANET (Arista Networks): Forward P/E 30.4, perf%1Y 101.00%

VRT (Vertiv Holdings): Forward P/E 25.2, perf%1Y 175.65%

AI 应用生态圈 (Applications Ecosystem):

META (Meta Platforms): Forward P/E 21.4, perf%1Y 75.51%

AAPL (Apple): Forward P/E 28.3, perf%1Y 33.6%

NFLX (Netflix): Forward P/E 30.8, perf%1Y 86.28%

APP (AppLovin): Forward P/E 32.0, perf%1Y 821.79%

AI 自动驾驶/机器人 (Autonomous Driving/Robotics):

TSLA (Tesla): Forward P/E 62.4, perf%1Y 71.55%

ISRG (Intuitive Surgical): Forward P/E 52.6, perf%1Y 67.06%

GOOG (Alphabet): Forward P/E 23.2, perf%1Y 38.10%

AI 共享经济 (Sharing Economy):

UBER (Uber Technologies): Forward P/E 37.5, perf%1Y 10.88%

DASH (DoorDash): Forward P/E 41.2, perf%1Y 86.96%

AI 企业 (Enterprise AI):

PLTR (Palantir Technologies): Forward P/E 56.3, perf%1Y 397.76%

CRM (Salesforce): Forward P/E 25.7, perf%1Y 32.19%

NOW (ServiceNow): Forward P/E 44.0, perf%1Y 59.13%

CRWD (CrowdStrike Holdings): Forward P/E 70.1, perf%1Y 45.94%

NET (Cloudflare): Forward P/E 96.4, perf%1Y 50.96%

AI 云平台 (Cloud Platforms):

MSFT (Microsoft): Forward P/E 31.5, perf%1Y 14.21%

AMZN (Amazon): Forward P/E 53.2, perf%1Y 53.99%

ORCL (Oracle): Forward P/E 19.3, perf%1Y 61.84%

AI 电力 (AI Power):

VST (Vistra Corp): Forward P/E 8.4, perf%1Y 323.70%

CEG (Constellation Energy): Forward P/E 18.5, perf%1Y 117.19%

AI 数据平台 (AI Data Platforms):

SNOW (Snowflake): Forward P/E 159.8, perf%1Y -11.01%

MDB (MongoDB): Forward P/E 98.2, perf%1Y -32.04%

AI 基建 (Infrastructure):

EME (EMCOR Group): Forward P/E 16.8, perf%1Y 124.82%

FIX (Comfort Systems USA): Forward P/E 18.2, perf%1Y 129.13%

AI Energy (AI in Energy):

GEV (General Electric Vernova): Forward P/E 25.7, perf%1Y 207.85%

ENPH (Enphase Energy): Forward P/E 20.6, perf%1Y -39.99%

SEDG (SolarEdge Technologies): Forward P/E 17.4, perf%1Y -82.23%

 

所有跟帖: 

还是你牛,点个赞,谢谢 -BrightLine- 给 BrightLine 发送悄悄话 BrightLine 的博客首页 (0 bytes) () 01/05/2025 postreply 21:32:02

APP看着涨上去的,太疯狂,不敢上 lol -成功的兔- 给 成功的兔 发送悄悄话 (0 bytes) () 01/05/2025 postreply 21:35:08

多谢!除了SNOW 和MDB,这大部份都是80%-100%+ YTD:) -三心三意- 给 三心三意 发送悄悄话 (0 bytes) () 01/05/2025 postreply 21:32:19

Meta可买,我决定590进场,哈哈,PE23.09,AI厉害,就他啦 -BrightLine- 给 BrightLine 发送悄悄话 BrightLine 的博客首页 (0 bytes) () 01/05/2025 postreply 21:34:31

这PE都不准 -三心三意- 给 三心三意 发送悄悄话 (0 bytes) () 01/05/2025 postreply 21:35:40

NVDA PE 是 34 -桃花源里人家- 给 桃花源里人家 发送悄悄话 桃花源里人家 的博客首页 (0 bytes) () 01/06/2025 postreply 05:35:34

AVGO PE是35,这是20:) -三心三意- 给 三心三意 发送悄悄话 (0 bytes) () 01/05/2025 postreply 21:36:25

啊,我看的现在190 -成功的兔- 给 成功的兔 发送悄悄话 (0 bytes) () 01/05/2025 postreply 21:40:27

现在的PE28.22,为啥用forward PE? -成功的兔- 给 成功的兔 发送悄悄话 (0 bytes) () 01/05/2025 postreply 21:37:02

always use forward PE。Never use trailing PE -三心三意- 给 三心三意 发送悄悄话 (0 bytes) () 01/05/2025 postreply 21:39:23

这样啊,got it, thanks -成功的兔- 给 成功的兔 发送悄悄话 (0 bytes) () 01/05/2025 postreply 21:44:01

看将来的收益啊 -BrightLine- 给 BrightLine 发送悄悄话 BrightLine 的博客首页 (0 bytes) () 01/05/2025 postreply 21:45:14

哦,以为要看delivered,好 -成功的兔- 给 成功的兔 发送悄悄话 (0 bytes) () 01/05/2025 postreply 21:47:43

MSFT 14.21%, UBER 10.88%, SNOW --11.01% -pega- 给 pega 发送悄悄话 pega 的博客首页 (0 bytes) () 01/05/2025 postreply 21:39:47

Amzn 35.84,NVDA 32.63 -BrightLine- 给 BrightLine 发送悄悄话 BrightLine 的博客首页 (0 bytes) () 01/05/2025 postreply 21:42:32

如果这样看,亚麻和NVDA都很值得买,PE不高,增长速度块,龙头股 -BrightLine- 给 BrightLine 发送悄悄话 BrightLine 的博客首页 (149 bytes) () 01/05/2025 postreply 21:53:40

记得脸书一上市PE就二三十 -QinHwang- 给 QinHwang 发送悄悄话 QinHwang 的博客首页 (0 bytes) () 01/05/2025 postreply 22:12:55

Good list. 除了太阳能,其他股票我都有。 -commonsense888- 给 commonsense888 发送悄悄话 (0 bytes) () 01/05/2025 postreply 22:53:47

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