楼主 (文学城)
| Ticker | Market Cap | P/E | Fwd P/E | PEG | P/S | P/B | P/C | P/FCF | EPS this Y | EPS next Y | EPS past 5Y | EPS next 5Y | Sales past 5Y |
| NVDA | 3822.53B | 59 | 34 | 1.68 | 34 | 56 | 99 | 68 | 128% | 50% | 48% | 35% | 47% |
| AAPL | 3695.93B | 40 | 30 | 5.05 | 9 | 65 | 57 | 34 | 21% | 12% | 15% | 8% | 9% |
| MSFT | 3217.26B | 35 | 28 | 2.57 | 13 | 11 | 41 | 44 | 11% | 16% | 18% | 14% | 14% |
| GOOG | 2445.67B | 26 | 22 | 1.66 | 7 | 8 | 26 | 44 | 38% | 12% | 22% | 16% | 18% |
| AMZN | 2436.47B | 49 | 36 | 2.71 | 4 | 9 | 27 | 57 | 77% | 22% | 24% | 18% | 20% |
| META | 1604.93B | 30 | 25 | 1.75 | 10 | 10 | 23 | 31 | 52% | 12% | 14% | 17% | 18% |
| TSLA | 1319.50B | 113 | 124 | 122 | 14 | 19 | 39 | 366 | -22% | 36% | - | 1% | 42% |
| TSM | 1140.95B | 35 | 24 | 1.13 | 14 | 9 | 17 | 38 | 36% | 31% | 18% | 31% | 20% |
| AVGO | 1110.86B | 194 | 31 | 9.15 | 22 | 16 | 119 | 57 | 30% | 20% | 14% | 21% | 19% |
| ORCL | 464.24B | 41 | 24 | 3.81 | 8 | 34 | 41 | 49 | 11% | 15% | 5% | 11% | 6% |
| NFLX | 374.51B | 50 | 37 | 1.93 | 10 | 17 | 41 | 53 | 65% | 20% | 35% | 26% | 14% |
| CRM | 318.46B | 54 | 29 | 3.3 | 9 | 5 | 25 | 27 | 22% | 12% | 24% | 17% | 21% |
| NOW | 225.96B | 168 | 65 | 5.59 | 22 | 24 | 43 | 67 | 29% | 19% | - | 30% | 27% |
| AMD | 218.50B | 116 | 25 | 2.94 | 9 | 4 | 48 | 140 | 25% | 54% | 10% | 39% | 38% |
| ISRG | 197.33B | 87 | 69 | 5.4 | 25 | 12 | 47 | 337 | 20% | 15% | 10% | 16% | 13% |
| PLTR | 183.76B | 384 | 161 | 13.96 | 69 | 38 | 40 | 187 | 52% | 24% | - | 28% | 32% |
| ARM | 154.93B | 244 | 72 | 9.21 | 44 | 26 | 66 | 268 | 23% | 32% | - | 27% | 18% |
| ANET | 154.46B | 57 | 49 | 3.17 | 23 | 16 | 21 | 49 | 26% | 12% | 45% | 18% | 26% |
| UBER | 142.77B | 32 | 28 | 0.8 | 3 | 9 | 14 | 24 | 108% | 32% | - | 41% | 35% |
| APP | 122.20B | 107 | 60 | 4.3 | 28 | 127 | 215 | 70 | 313% | 47% | 46% | 25% | 39% |
| MRVL | 107.17B | - | 43 | - | 20 | 8 | 123 | 75 | 3% | 78% | -29% | 34% | 16% |
| GEV | 106.91B | - | 54 | - | - | 11 | 14 | - | 225% | 164% | - | 29% | 1% |
| CRWD | 93.27B | 723 | 84 | 28.94 | 25 | 30 | 22 | 84 | 21% | 16% | - | 25% | 66% |
| CEG | 86.00B | 29 | 29 | 2.28 | 4 | 7 | 46 | - | 49% | 10% | 35% | 13% | 4% |
| DASH | 74.54B | - | 86 | - | 7 | 10 | 14 | 42 | 121% | 584% | -17% | 47% | 90% |
| VST | 60.51B | 31 | 23 | - | 4 | 19 | 65 | 84 | 32% | 48% | - | - | 9% |
| SNOW | 55.44B | - | 165 | - | 16 | 18 | 13 | 68 | -28% | 41% | -32% | 14% | 102% |
| VRT | 53.46B | 89 | 37 | 2.52 | 7 | 28 | 58 | 49 | 51% | 34% | 83% | 35% | 12% |
| NET | 39.88B | - | 139 | - | 25 | 40 | 22 | 235 | 52% | 11% | -14% | 51% | 46% |
| EME | 22.81B | 24 | 21 | 24.34 | 2 | 8 | 22 | 18 | 57% | 8% | 22% | 1% | 8% |
| MDB | 18.97B | - | 76 | - | 10 | 13 | 8 | 128 | -10% | 11% | -5% | 18% | 45% |
| FIX | 16.99B | 35 | 27 | 1.45 | 3 | 10 | 41 | 24 | 64% | 20% | 25% | 24% | 19% |
| ENPH | 9.75B | 163 | 19 | 6.51 | 8 | 10 | 6 | 29 | -50% | 70% | - | 25% | 42% |
| SEDG | 974.63M | - | - | - | 1 | 1 | 1 | - | -579% | 86% | -26% | - | 23% |
| AI 基础 (Foundations): | NVDA AVGO MRVL TSM ANET VRT AMD ARM |
| AI 应用生态圈 (Applications Ecosystem): | META AAPL NFLX APP |
| AI 自动驾驶/机器人 (Autonomous Driving/Robotics): | TSLA ISRG GOOG |
| AI 共享经济 (Sharing Economy): | UBER DASH |
| AI 企业 (Enterprise AI): | PLTR CRM NOW CRWD NET |
| AI 云平台 (Cloud Platforms): | MSFT AMZN ORCL |
| AI 电力 (AI Power): | VST CEG |
| AI 数据平台 (AI Data Platforms): | SNOW MDB |
| AI 基建 (Infrastructure): | EME FIX |
| AI Energy (AI in Energy): | GEV ENPH SEDG |