AI 基础 (Foundations):
NVDA (NVIDIA): Forward P/E 32.64, perf%1Y 202.45%
AVGO (Broadcom): Forward P/E 30.47, perf%1Y 119.81%
MRVL (Marvell Technology): Forward P/E 42.76, perf%1Y 110.92%
TSM (Taiwan Semiconductor Manufacturing): Forward P/E 22.99, perf%1Y 109.60%
ANET (Arista Networks): Forward P/E 46.98, perf%1Y 101.00%
VRT (Vertiv Holdings): Forward P/E 35.18, perf%1Y 175.65%
AI 应用生态圈 (Applications Ecosystem):
META (Meta Platforms): Forward P/E 23.82, perf%1Y 75.51%
AAPL (Apple): Forward P/E 29.44, perf%1Y 33.6%
NFLX (Netflix): Forward P/E 37.00, perf%1Y 86.28%
APP (AppLovin): Forward P/E 59.05, perf%1Y 821.79%
AI 自动驾驶/机器人 (Autonomous Driving/Robotics):
TSLA (Tesla): Forward P/E 123.48, perf%1Y 71.55%
ISRG (Intuitive Surgical): Forward P/E 68.06, perf%1Y 67.06%
GOOG (Alphabet): Forward P/E 21.47, perf%1Y 38.10%
AI 共享经济 (Sharing Economy):
UBER (Uber Technologies): Forward P/E 27.1, perf%1Y 10.88%
DASH (DoorDash): Forward P/E 86.24, perf%1Y 86.96%
AI 企业 (Enterprise AI):
PLTR (Palantir Technologies): Forward P/E 169.37, perf%1Y 397.76%
CRM (Salesforce): Forward P/E 29.60, perf%1Y 32.19%
NOW (ServiceNow): Forward P/E 64.69, perf%1Y 59.13%
CRWD (CrowdStrike Holdings): Forward P/E 82.38, perf%1Y 45.94%
NET (Cloudflare): Forward P/E 139.48, perf%1Y 50.96%
AI 云平台 (Cloud Platforms):
MSFT (Microsoft): Forward P/E 27.99, perf%1Y 14.21%
AMZN (Amazon): Forward P/E 35.73, perf%1Y 53.99%
ORCL (Oracle): Forward P/E 23.62, perf%1Y 61.84%
AI 电力 (AI Power):
VST (Vistra Corp): Forward P/E 22.72, perf%1Y 323.70%
CEG (Constellation Energy): Forward P/E 27.81, perf%1Y 117.19%
AI 数据平台 (AI Data Platforms):
SNOW (Snowflake): Forward P/E 164.94, perf%1Y -11.01%
MDB (MongoDB): Forward P/E 73.76, perf%1Y -32.04%
AI 基建 (Infrastructure):
EME (EMCOR Group): Forward P/E 20.87, perf%1Y 124.82%
FIX (Comfort Systems USA): Forward P/E 26.16, perf%1Y 129.13%
AI Energy (AI in Energy):
GEV (General Electric Vernova): Forward P/E 51.47, perf%1Y 207.85%
ENPH (Enphase Energy): Forward P/E 19.4, perf%1Y -39.99%
SEDG (SolarEdge Technologies): Forward P/E ----, perf%1Y -82.23%
