AI Infrastructure Stocks — The Listed Universe

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Công bố: Trang này trình bày dữ liệu thị trường thực tế phục vụ nghiên cứu và giáo dục. Đây không phải khuyến nghị mua, bán hoặc nắm giữ bất kỳ tài sản nào, và trang này không phải là đơn vị tư vấn đầu tư. Giá được trì hoãn, thường 15–20+ phút. Cập nhật giá mới nhất: 05:27 UTC.

Ngày/Tuần/YTD là mức thay đổi giá theo phần trăm trong các khoảng thời gian đó. Vốn hóa thị trường là giá cổ phiếu nhân với số cổ phiếu lưu hành. Phân nhóm theo stack: một công ty xuất hiện ở tầng nơi mức độ tiếp xúc AI của công ty đó nằm ở đó.

Nhà thiết kế chip & Bán dẫn

Công ty	Mã cổ phiếu	Giá	Ngày	Tuần	YTD	Vốn hóa thị trường
NVIDIAThe company the AI build-out is denominated in: GPUs, systems…	NVDA	$228.52	0.97%	-3.77%	21.01%	$5.51T
BroadcomThe quiet giant of custom AI silicon and the switch chips inside…	AVGO	$357.31	0.73%	-5.10%	2.79%	$1.70T
AMDThe credible second source: Instinct GPUs, EPYC CPUs and the ROCm…	AMD	$605.53	1.90%	-6.24%	170.97%	$987.38B
IntelThe fallen incumbent betting everything on its 18A process and…	INTC	$102.81	1.44%	-9.11%	161.07%	$518.57B
MarvellCustom AI silicon and the electro-optics that carry data between…	MRVL	$268.73	1.08%	-5.60%	200.62%	$235.34B
QualcommThe mobile-silicon giant re-entering the data center for inference.	QCOM	$176.86	1.39%	-0.15%	2.24%	$185.70B

Xưởng đúc & Đóng gói

Công ty	Mã cổ phiếu	Giá	Ngày	Tuần	YTD	Vốn hóa thị trường
TSMCThe indispensable factory: nearly every leading AI chip is made here.	TSM	$445.12	0.17%	-5.73%	39.27%	$2.31T
ASE TechnologyThe world's largest packaging and test house (OSAT).	ASX	$47.60	0.15%	4.02%	182.33%	$104.66B
GlobalFoundriesThe trailing-edge specialist that still fabricates Groq's LPU.	GFS	$46.70	-3.39%	-2.85%	26.66%	$25.62B
Amkor TechnologyThe US-headquartered OSAT building advanced packaging in Arizona.	AMKR	$47.61	-1.04%	-8.92%	10.93%	$11.83B

Bộ nhớ

Công ty	Mã cổ phiếu	Giá	Ngày	Tuần	YTD	Vốn hóa thị trường
Samsung ElectronicsMemory giant and foundry challenger, fighting back for HBM share.	005930.KS	237,000 KRW	2.16%	-11.36%	85.21%	1,556.28T KRW
SK hynixThe HBM leader — NVIDIA's primary memory supplier through the boom.	000660.KS	1,447,000 KRW	0.28%	-15.64%	114.70%	1,027.16T KRW
Micron TechnologyAmerica's memory maker, sold out of HBM generations in advance.	MU	$953.19	-3.62%	-12.39%	202.20%	$1.08T

Thiết bị bán dẫn

Công ty	Mã cổ phiếu	Giá	Ngày	Tuần	YTD	Vốn hóa thị trường
Tokyo ElectronJapan's equipment giant — coaters, etchers and bonders in every fab.	8035.T	11,420 JPY	-1.17%	-7.48%	56.58%	25.94T JPY
DISCO CorporationThe company that cuts and grinds nearly every advanced chip.	6146.T	59,240 JPY	1.13%	-2.92%	16.61%	6.43T JPY
ASMLThe only maker of EUV lithography machines — a literal monopoly at…	ASML	$1,717.8	-1.86%	-4.83%	47.60%	$662.06B
Lam ResearchEtch and deposition leader — critical to HBM's through-silicon vias.	LRCX	$301.11	-2.73%	-8.62%	62.71%	$376.56B
Applied MaterialsThe broadest toolmaker: deposition, etch, implant — and packaging…	AMAT	$464.24	-6.69%	-10.83%	72.66%	$368.59B
KLAProcess control: the inspection tools that make advanced yields…	KLAC	$184.00	-3.22%	-6.52%	44.37%	$240.36B
BE Semiconductor (Besi)The hybrid-bonding specialist for the 3D-stacking era.	BESI.AS	172.50 EUR	-1.77%	-1.85%	15.69%	13.66B EUR

EDA & IP

Công ty	Mã cổ phiếu	Giá	Ngày	Tuần	YTD	Vốn hóa thị trường
ArmThe instruction set of the AI data center's CPUs — licensed, not…	ARM	$255.39	0.06%	-13.24%	122.60%	$272.76B
SynopsysThe largest chip-design software company — every AI chip is designed…	SNPS	$494.51	-1.59%	-1.62%	2.93%	$94.69B
Cadence Design SystemsThe other EDA duopolist — and a growing seller of AI-accelerated…	CDNS	$334.20	-4.08%	-6.16%	7.67%	$92.04B

Máy chủ & Phần cứng

Công ty	Mã cổ phiếu	Giá	Ngày	Tuần	YTD	Vốn hóa thị trường
Foxconn (Hon Hai)The iPhone assembler that quietly became the largest AI-server…	2317.TW	244.00 TWD	1.67%	-3.17%	5.17%	3.42T TWD
Quanta ComputerThe hyperscalers' original ODM — racks straight to Meta, Google and…	2382.TW	323.00 TWD	—	-3.58%	16.61%	1.25T TWD
WiwynnThe pure-play hyperscale ODM spun out of Wistron.	6669.TW	2,105.0 TWD	-4.10%	-6.47%	39.54%	1.17T TWD
LenovoThe global #3 server maker with a strong liquid-cooling line…	0992.HK	31.50 HKD	1.29%	-9.67%	232.57%	390.75B HKD
Dell TechnologiesThe enterprise heavyweight whose XE9680 line became an AI-server…	DELL	$572.63	-0.72%	-1.09%	348.07%	$380.37B
Hewlett Packard EnterpriseSupercomputing pedigree (Cray) plus the Juniper networking…	HPE	$68.80	-2.18%	-4.56%	184.65%	$91.11B
CelesticaThe Canadian EMS firm riding hyperscaler networking and AI systems.	CLS	$357.44	2.86%	-3.80%	18.20%	$41.10B
JabilUS manufacturing scale for servers, photonics and liquid-cooling…	JBL	$317.86	1.87%	6.14%	32.23%	$33.31B
SupermicroThe fastest mover in GPU servers — first to market with each NVIDIA…	SMCI	$39.07	-2.28%	-13.06%	26.20%	$25.27B

Mạng kết nối

Công ty	Mã cổ phiếu	Giá	Ngày	Tuần	YTD	Vốn hóa thị trường
CiscoThe networking incumbent pushing its own silicon into AI fabrics.	CSCO	$115.07	-0.23%	-1.98%	51.33%	$453.54B
Arista NetworksThe Ethernet switch leader of the AI back-end network.	ANET	$204.52	-3.02%	-5.24%	53.08%	$257.53B
AmphenolConnectors and cable assemblies in every server, switch and rack.	APH	$85.89	-0.35%	-1.90%	22.95%	$211.80B
CorningThe fiber-optic cable itself — glass demand doubled by AI campuses.	GLW	$148.52	0.85%	-9.02%	63.81%	$127.94B
LumentumLasers and photonics for the optical layer of AI networks.	LITE	$987.99	-0.75%	-11.08%	155.88%	$76.87B
TE ConnectivityThe other connector giant wiring AI racks and power paths.	TEL	$215.92	-0.63%	0.04%	-7.42%	$62.60B
CoherentOne of the largest makers of the optical transceivers AI clusters…	COHR	$289.98	0.68%	-13.32%	49.22%	$56.73B
CienaCoherent optics linking AI data centers across cities and oceans.	CIEN	$400.40	-1.14%	-10.31%	62.72%	$56.68B
Astera LabsPCIe retimers and CXL connectivity inside nearly every AI server.	ALAB	$325.41	0.40%	-14.87%	81.23%	$55.78B
NokiaOptical transport and data-center routing — with NVIDIA as a 2025…	NOK	$9.86	-0.40%	-7.16%	51.46%	$53.25B
Credo TechnologyActive electrical cables — the copper that wires racks together.	CRDO	$198.31	-1.26%	-9.86%	38.47%	$36.98B
FabrinetThe contract manufacturer behind NVIDIA's optical transceivers.	FN	$427.82	-6.26%	-14.09%	-10.76%	$15.33B

Điện năng & Hệ thống điện

Công ty	Mã cổ phiếu	Giá	Ngày	Tuần	YTD	Vốn hóa thị trường
Hitachi EnergyThe world's largest transformer maker — the grid's longest lead-time…	6501.T	5,839.0 JPY	1.30%	3.49%	15.35%	26.18T JPY
Mitsubishi Heavy IndustriesThe third member of the gas-turbine oligopoly feeding AI campuses.	7011.T	3,734.0 JPY	0.35%	-1.86%	-10.14%	12.55T JPY
Delta ElectronicsPower supplies and cooling for a huge share of the world's AI racks.	2308.TW	1,805.0 TWD	1.69%	-10.05%	79.90%	4.69T TWD
CaterpillarGensets and gas engines — plus the machines digging the sites.	CAT	$772.78	-3.33%	-5.04%	29.14%	$355.97B
GE VernovaAmerica's turbine and grid champion — sold out of gas turbines into…	GEV	$1,004.0	0.73%	0.70%	47.75%	$267.41B
ABBSwiss electrification giant supplying medium-voltage gear to…	ABBNY	$96.34	0.85%	0.15%	30.38%	$174.87B
EatonSwitchgear, UPS and busway — the electrical spine of every data hall.	ETN	$428.31	0.38%	-0.70%	30.86%	$166.31B
Schneider ElectricPower distribution plus cooling (Motivair) — a full data-center…	SU.PA	264.40 EUR	-0.36%	3.87%	11.54%	149.04B EUR
Siemens EnergyGas turbines and grid equipment — order books stretched by AI power…	ENR.DE	143.06 EUR	-2.53%	-0.38%	16.36%	122.37B EUR
Rolls-RoyceBackup power today, small modular reactors tomorrow.	RR.L	1,345.6 GBp	-3.58%	-4.19%	12.41%	111.20B GBp
Bloom EnergyFuel cells as bridge power for grid-constrained AI sites.	BE	$263.45	0.45%	-9.56%	166.95%	$77.59B
CumminsBackup generators — every hall's insurance policy.	CMI	$529.35	0.28%	2.33%	1.40%	$73.04B
InfineonPower semiconductors from grid to GPU — partner on NVIDIA's 800V…	IFX.DE	56.00 EUR	-2.13%	-8.12%	45.87%	72.92B EUR
Monolithic Power SystemsThe voltage regulators feeding each GPU its thousand amps.	MPWR	$1,319.5	0.02%	-7.46%	40.93%	$64.83B
onsemiSilicon-carbide and power chips pushing into data-center supply units.	ON	$76.69	0.91%	-7.05%	35.26%	$29.86B
Navitas SemiconductorGaN power chips named into NVIDIA's next-gen power designs.	NVTS	$10.45	4.60%	-7.52%	24.70%	$2.73B

Làm mát & Nhiệt

Công ty	Mã cổ phiếu	Giá	Ngày	Tuần	YTD	Vốn hóa thị trường	★
VertivThe pure-play data-center infrastructure leader: cooling, UPS, busway.	VRT	$237.29	-0.86%	-3.73%	35.12%	$91.35B

Nhà vận hành trung tâm dữ liệu

Công ty	Mã cổ phiếu	Giá	Ngày	Tuần	YTD	Vốn hóa thị trường
NTT Global Data CentersJapan's giant with one of the world's largest colocation footprints.	9432.T	172.60 JPY	-0.40%	0.52%	8.46%	14.05T JPY
EquinixThe interconnection king: 270+ data centers where networks meet.	EQIX	$1,019.4	-1.28%	-1.20%	33.41%	$100.59B
Digital RealtyWholesale data-center REIT with 300+ facilities on six continents.	DLR	$178.14	-1.12%	-1.29%	14.91%	$65.91B
Iron MountainThe records giant that built a fast-growing data-center arm.	IRM	$114.60	-0.43%	-0.99%	37.67%	$34.10B
GDS HoldingsChina's leading carrier-neutral data-center developer.	GDS	$29.60	-2.60%	-6.42%	-22.80%	$5.77B

Tiện ích & Phát điện

Công ty	Mã cổ phiếu	Giá	Ngày	Tuần	YTD	Vốn hóa thị trường
NextEra EnergyThe renewables superpower selling speed-to-power to data centers.	NEE	$78.22	-0.37%	1.51%	-3.35%	$163.17B
Constellation EnergyAmerica's largest nuclear fleet — restarting Three Mile Island for…	CEG	$295.79	0.65%	-1.27%	-19.24%	$106.22B
Southern CompanyOwner of Vogtle — America's newest big reactors — amid Georgia's…	SO	$88.11	1.23%	3.12%	1.07%	$101.36B
Duke EnergySoutheast utility signing AI campuses across the Carolinas.	DUK	$118.19	0.42%	2.33%	0.64%	$92.14B
American Electric PowerOhio's transmission giant handling the New Albany AI corridor.	AEP	$125.65	1.14%	2.92%	8.50%	$68.40B
Dominion EnergyThe utility of Data Center Alley — more AI load than anywhere on…	D	$62.30	-0.24%	1.25%	5.17%	$54.79B
VistraTexas's merchant power giant — nuclear, gas and batteries into ERCOT.	VST	$162.36	2.68%	-2.62%	-1.74%	$54.74B
Sempra (Oncor)Owner of Oncor, the Texas wires company fielding a 100+ GW…	SRE	$82.37	0.60%	3.36%	-8.18%	$53.85B
EntergyLouisiana's utility powering Meta's Hyperion with new gas turbines.	ETR	$104.99	0.96%	2.13%	11.86%	$48.99B
NRG EnergyTexas retail-and-generation player building gas plants with GE…	NRG	$107.18	0.76%	-1.32%	-35.50%	$22.61B
Talen EnergySusquehanna nuclear next to an AWS campus — the original co-location…	TLN	$382.14	0.62%	1.01%	-3.68%	$17.35B
BWX TechnologiesThe nuclear component manufacturer every reactor program runs through.	BWXT	$138.86	-0.76%	-1.89%	-23.64%	$12.72B
OkloFast-reactor startup, long chaired by Sam Altman, targeting…	OKLO	$31.78	-1.33%	-13.69%	-59.15%	$5.53B
NuScale PowerThe only SMR design with US NRC approval — still awaiting its first…	SMR	$6.50	-2.99%	-15.32%	-60.18%	$1.94B

Cloud & Hyperscale

Công ty	Mã cổ phiếu	Giá	Ngày	Tuần	YTD	Vốn hóa thị trường
Google (Alphabet)The only company vertically integrated from TPU silicon to frontier…	GOOGL	$353.78	0.30%	0.94%	12.26%	$4.28T
MicrosoftAzure, the OpenAI alliance, Copilot — and Fairwater-class AI…	MSFT	$543.45	0.43%	2.58%	14.91%	$4.04T
TencentWeChat's owner: Hunyuan models and China's other hyperscale cloud.	0700.HK	426.80 HKD	0.38%	1.05%	-31.78%	3.85T HKD
Amazon Web ServicesThe largest cloud, building custom silicon and gigawatt campuses for…	AMZN	$258.58	-0.37%	-0.52%	14.16%	$2.78T
OracleThe late-arriving cloud that bet the company on OpenAI and Stargate.	ORCL	$143.22	4.24%	-0.24%	-26.82%	$412.54B
AlibabaChina's biggest cloud and the maker of Qwen — the world's most-forked…	BABA	$110.87	0.08%	3.62%	-28.81%	$265.74B
IBMEnterprise AI (watsonx, Granite) plus the quantum roadmap.	IBM	$230.78	1.66%	4.66%	-20.83%	$217.43B

Cloud AI

Công ty	Mã cổ phiếu	Giá	Ngày	Tuần	YTD	Vốn hóa thị trường
NebiusThe ex-Yandex AI cloud with a reported $17B+ Microsoft contract.	NBIS	$206.86	-1.52%	-12.77%	129.97%	$56.25B
CoreWeaveThe crypto-miner turned $20B-contract AI hyperscaler — the defining…	CRWV	$77.81	-3.05%	-12.03%	-1.90%	$42.45B
IRENBitcoin miner turned AI cloud with a reported $9.7B Microsoft GPU…	IREN	$34.80	—	-10.05%	-18.50%	$12.42B
Applied DigitalNorth Dakota mega-campuses leased to CoreWeave — miner-to-AI…	APLD	$22.44	-3.48%	-5.75%	-20.17%	$6.46B

Phòng lab AI & Phần mềm

Công ty	Mã cổ phiếu	Giá	Ngày	Tuần	YTD	Vốn hóa thị trường
MetaOpen-weights standard-bearer turned superintelligence spender.	META	$762.50	2.63%	5.71%	17.23%	$1.94T
TeslaReal-world AI at automotive scale: FSD, Optimus, and the AI5 chip…	TSLA	$375.23	-0.74%	-0.68%	-14.34%	$1.48T
PalantirOntology-driven AI deployment for governments and industry.	PLTR	$208.67	-0.16%	7.50%	24.31%	$479.12B
BaiduChina's search giant: ERNIE models, Apollo Go robotaxis, Kunlun chips.	BIDU	$83.74	-0.66%	-1.83%	-44.28%	$28.48B

Vốn & Nhà đầu tư

Công ty	Mã cổ phiếu	Giá	Ngày	Tuần	YTD	Vốn hóa thị trường
SoftBank GroupMasayoshi Son's everything-bet on AI: Arm, OpenAI, Stargate, Ampere…	9984.T	5,473.0 JPY	3.07%	-13.04%	18.89%	31.19T JPY
BlackstoneThe largest private-capital owner of data centers (QTS) and their…	BX	$109.98	-4.18%	-1.65%	-30.74%	$132.86B
BrookfieldOwner of Westinghouse and a global data-center + renewables platform.	BN	$36.67	-1.03%	-0.84%	-21.36%	$81.91B
KKRCyrusOne's owner and half of a $50B AI-infrastructure alliance.	KKR	$87.16	-4.75%	-2.80%	-32.38%	$78.26B

Giá và vốn hóa thị trường được hiển thị theo đơn vị tiền tệ giao dịch riêng của từng niêm yết (KRW, JPY, TWD, GBp…) — không bao giờ được quy đổi ngầm. "—" có nghĩa là nhà cung cấp dữ liệu của chúng tôi chưa trả về con số cho niêm yết đó — không phải giá trị bịa đặt. Nguồn giá: Financial Modeling Prep, dữ liệu trễ. Tải xuống: stocks.csv · JSON

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