仅供研究参考——不构成投资建议
股票
AI技术栈的上市公司，按层级分组并附延迟报价。每行均链接至数据库——供应关系、上游来源、产品构成，一目了然。
披露： 本页面呈现的是用于研究与教育目的的客观市场数据，不构成任何买入、卖出或持有建议，本站亦非投资顾问。报价为延迟数据，通常延迟15至20分钟以上。 最新报价更新时间： 03:27 UTC.
日/周/年初至今为对应时间窗口内的价格涨跌幅百分比。市值为股价乘以流通股数。分组依照技术栈层级划分：公司归入其AI敞口所在的层级。
芯片设计商与半导体企业
6| 公司 | 股票代码 | 价格 | 天 | 周 | YTD | 市值 | ★ |
|---|---|---|---|---|---|---|---|
| NVIDIAThe company the AI build-out is denominated in: GPUs, systems… | NVDA | $228.52 | 0.97% | -5.40% | 19.84% | $5.51T | |
| BroadcomThe quiet giant of custom AI silicon and the switch chips inside… | AVGO | $357.31 | 0.73% | -5.61% | 2.05% | $1.70T | |
| AMDThe credible second source: Instinct GPUs, EPYC CPUs and the ROCm… | AMD | $605.53 | 1.90% | -8.50% | 165.91% | $987.38B | |
| IntelThe fallen incumbent betting everything on its 18A process and… | INTC | $102.81 | 1.44% | -9.91% | 157.36% | $518.57B | |
| MarvellCustom AI silicon and the electro-optics that carry data between… | MRVL | $268.73 | 1.08% | -7.37% | 197.42% | $235.34B | |
| QualcommThe mobile-silicon giant re-entering the data center for inference. | QCOM | $176.86 | 1.39% | -3.65% | 0.84% | $185.70B |
晶圆代工与封装
4| 公司 | 股票代码 | 价格 | 天 | 周 | YTD | 市值 | ★ |
|---|---|---|---|---|---|---|---|
| TSMCThe indispensable factory: nearly every leading AI chip is made here. | TSM | $445.12 | 0.17% | -7.87% | 39.03% | $2.31T | |
| ASE TechnologyThe world's largest packaging and test house (OSAT). | ASX | $47.60 | 0.15% | 1.60% | 181.91% | $104.66B | |
| GlobalFoundriesThe trailing-edge specialist that still fabricates Groq's LPU. | GFS | $46.70 | -3.39% | -0.60% | 31.11% | $25.62B | |
| Amkor TechnologyThe US-headquartered OSAT building advanced packaging in Arizona. | AMKR | $47.61 | -1.04% | -9.89% | 12.09% | $11.83B |
内存
3| 公司 | 股票代码 | 价格 | 天 | 周 | YTD | 市值 | ★ |
|---|---|---|---|---|---|---|---|
| Samsung ElectronicsMemory giant and foundry challenger, fighting back for HBM share. | 005930.KS | 238,250 KRW | 2.69% | -15.53% | 78.79% | 1,564.48T KRW | |
| SK hynixThe HBM leader — NVIDIA's primary memory supplier through the boom. | 000660.KS | 1,470,000 KRW | 1.87% | -19.18% | 111.67% | 1,043.49T KRW | |
| Micron TechnologyAmerica's memory maker, sold out of HBM generations in advance. | MU | $953.19 | -3.62% | -5.41% | 213.56% | $1.08T |
半导体设备
7| 公司 | 股票代码 | 价格 | 天 | 周 | YTD | 市值 | ★ |
|---|---|---|---|---|---|---|---|
| Tokyo ElectronJapan's equipment giant — coaters, etchers and bonders in every fab. | 8035.T | 11,645 JPY | 0.78% | -9.22% | 57.39% | 26.45T JPY | |
| DISCO CorporationThe company that cuts and grinds nearly every advanced chip. | 6146.T | 59,620 JPY | 1.78% | -10.72% | 14.44% | 6.47T JPY | |
| ASMLThe only maker of EUV lithography machines — a literal monopoly at… | ASML | $1,717.8 | -1.86% | -4.57% | 50.39% | $662.06B | |
| Lam ResearchEtch and deposition leader — critical to HBM's through-silicon vias. | LRCX | $301.11 | -2.73% | -7.29% | 67.28% | $376.56B | |
| Applied MaterialsThe broadest toolmaker: deposition, etch, implant — and packaging… | AMAT | $464.24 | -6.69% | -6.17% | 85.04% | $368.59B | |
| KLAProcess control: the inspection tools that make advanced yields… | KLAC | $184.00 | -3.22% | -3.72% | 49.17% | $240.36B | |
| BE Semiconductor (Besi)The hybrid-bonding specialist for the 3D-stacking era. | BESI.AS | 172.50 EUR | -1.77% | -8.57% | 17.77% | 13.66B EUR |
EDA与IP
3| 公司 | 股票代码 | 价格 | 天 | 周 | YTD | 市值 | ★ |
|---|---|---|---|---|---|---|---|
| ArmThe instruction set of the AI data center's CPUs — licensed, not… | ARM | $255.39 | 0.06% | -15.64% | 122.47% | $272.76B | |
| SynopsysThe largest chip-design software company — every AI chip is designed… | SNPS | $494.51 | -1.59% | -0.53% | 4.60% | $94.69B | |
| Cadence Design SystemsThe other EDA duopolist — and a growing seller of AI-accelerated… | CDNS | $334.20 | -4.08% | -3.10% | 12.25% | $92.04B |
服务器与硬件
9| 公司 | 股票代码 | 价格 | 天 | 周 | YTD | 市值 | ★ |
|---|---|---|---|---|---|---|---|
| Foxconn (Hon Hai)The iPhone assembler that quietly became the largest AI-server… | 2317.TW | 244.00 TWD | 1.67% | -5.86% | 3.88% | 3.42T TWD | |
| Quanta ComputerThe hyperscalers' original ODM — racks straight to Meta, Google and… | 2382.TW | 323.00 TWD | — | -3.00% | 16.79% | 1.25T TWD | |
| WiwynnThe pure-play hyperscale ODM spun out of Wistron. | 6669.TW | 2,195.0 TWD | — | -4.37% | 45.87% | 1.22T TWD | |
| LenovoThe global #3 server maker with a strong liquid-cooling line… | 0992.HK | 31.56 HKD | 1.48% | -10.28% | 232.57% | 391.49B HKD | |
| Dell TechnologiesThe enterprise heavyweight whose XE9680 line became an AI-server… | DELL | $572.63 | -0.72% | 0.38% | 350.83% | $380.37B | |
| Hewlett Packard EnterpriseSupercomputing pedigree (Cray) plus the Juniper networking… | HPE | $68.80 | -2.18% | -0.26% | 190.86% | $91.11B | |
| CelesticaThe Canadian EMS firm riding hyperscaler networking and AI systems. | CLS | $357.44 | 2.86% | -10.49% | 14.91% | $41.10B | |
| JabilUS manufacturing scale for servers, photonics and liquid-cooling… | JBL | $317.86 | 1.87% | 0.91% | 29.79% | $33.31B | |
| SupermicroThe fastest mover in GPU servers — first to market with each NVIDIA… | SMCI | $39.07 | -2.28% | -8.01% | 29.13% | $25.27B |
网络
12| 公司 | 股票代码 | 价格 | 天 | 周 | YTD | 市值 | ★ |
|---|---|---|---|---|---|---|---|
| CiscoThe networking incumbent pushing its own silicon into AI fabrics. | CSCO | $115.07 | -0.23% | -2.20% | 51.68% | $453.54B | |
| Arista NetworksThe Ethernet switch leader of the AI back-end network. | ANET | $204.52 | -3.02% | -2.08% | 57.84% | $257.53B | |
| AmphenolConnectors and cable assemblies in every server, switch and rack. | APH | $85.89 | -0.35% | -2.74% | 23.38% | $211.80B | |
| CorningThe fiber-optic cable itself — glass demand doubled by AI campuses. | GLW | $148.52 | 0.85% | -12.85% | 62.40% | $127.94B | |
| LumentumLasers and photonics for the optical layer of AI networks. | LITE | $987.99 | -0.75% | -12.17% | 157.80% | $76.87B | |
| TE ConnectivityThe other connector giant wiring AI racks and power paths. | TEL | $215.92 | -0.63% | -1.02% | -6.83% | $62.60B | |
| CoherentOne of the largest makers of the optical transceivers AI clusters… | COHR | $289.98 | 0.68% | -14.88% | 48.21% | $56.73B | |
| CienaCoherent optics linking AI data centers across cities and oceans. | CIEN | $400.40 | -1.14% | -8.71% | 64.60% | $56.68B | |
| Astera LabsPCIe retimers and CXL connectivity inside nearly every AI server. | ALAB | $325.41 | 0.40% | -16.85% | 80.50% | $55.78B | |
| NokiaOptical transport and data-center routing — with NVIDIA as a 2025… | NOK | $9.86 | -0.40% | -9.75% | 52.07% | $53.25B | |
| Credo TechnologyActive electrical cables — the copper that wires racks together. | CRDO | $198.31 | -1.26% | -9.05% | 40.23% | $36.98B | |
| FabrinetThe contract manufacturer behind NVIDIA's optical transceivers. | FN | $427.82 | -6.26% | -6.70% | -4.80% | $15.33B |
电力与电气
16| 公司 | 股票代码 | 价格 | 天 | 周 | YTD | 市值 | ★ |
|---|---|---|---|---|---|---|---|
| Hitachi EnergyThe world's largest transformer maker — the grid's longest lead-time… | 6501.T | 5,850.0 JPY | 1.49% | 1.20% | 13.02% | 26.23T JPY | |
| Mitsubishi Heavy IndustriesThe third member of the gas-turbine oligopoly feeding AI campuses. | 7011.T | 3,716.0 JPY | -0.13% | -2.43% | -11.22% | 12.49T JPY | |
| Delta ElectronicsPower supplies and cooling for a huge share of the world's AI racks. | 2308.TW | 1,805.0 TWD | 1.69% | -13.17% | 78.89% | 4.69T TWD | |
| CaterpillarGensets and gas engines — plus the machines digging the sites. | CAT | $772.78 | -3.33% | -7.42% | 33.58% | $355.97B | |
| GE VernovaAmerica's turbine and grid champion — sold out of gas turbines into… | GEV | $1,004.0 | 0.73% | -3.15% | 46.69% | $267.41B | |
| ABBSwiss electrification giant supplying medium-voltage gear to… | ABBNY | $96.34 | 0.85% | -3.55% | 29.29% | $174.87B | |
| EatonSwitchgear, UPS and busway — the electrical spine of every data hall. | ETN | $428.31 | 0.38% | -4.13% | 30.36% | $166.31B | |
| Schneider ElectricPower distribution plus cooling (Motivair) — a full data-center… | SU.PA | 264.40 EUR | -0.36% | 1.86% | 11.94% | 149.04B EUR | |
| Siemens EnergyGas turbines and grid equipment — order books stretched by AI power… | ENR.DE | 143.06 EUR | -2.53% | -0.45% | 19.38% | 122.37B EUR | |
| Rolls-RoyceBackup power today, small modular reactors tomorrow. | RR.L | 1,345.6 GBp | -3.58% | -2.96% | 16.59% | 111.20B GBp | |
| Bloom EnergyFuel cells as bridge power for grid-constrained AI sites. | BE | $263.45 | 0.45% | -11.33% | 165.76% | $77.59B | |
| CumminsBackup generators — every hall's insurance policy. | CMI | $529.35 | 0.28% | -1.39% | 1.12% | $73.04B | |
| InfineonPower semiconductors from grid to GPU — partner on NVIDIA's 800V… | IFX.DE | 56.00 EUR | -2.13% | -11.53% | 49.05% | 72.92B EUR | |
| Monolithic Power SystemsThe voltage regulators feeding each GPU its thousand amps. | MPWR | $1,319.5 | 0.02% | -10.48% | 40.90% | $64.83B | |
| onsemiSilicon-carbide and power chips pushing into data-center supply units. | ON | $76.69 | 0.91% | -11.95% | 34.04% | $29.86B | |
| Navitas SemiconductorGaN power chips named into NVIDIA's next-gen power designs. | NVTS | $10.45 | 4.60% | -16.54% | 19.21% | $2.73B |
散热与热管理
1| 公司 | 股票代码 | 价格 | 天 | 周 | YTD | 市值 | ★ |
|---|---|---|---|---|---|---|---|
| VertivThe pure-play data-center infrastructure leader: cooling, UPS, busway. | VRT | $237.29 | -0.86% | -5.44% | 36.30% | $91.35B |
数据中心运营商
5| 公司 | 股票代码 | 价格 | 天 | 周 | YTD | 市值 | ★ |
|---|---|---|---|---|---|---|---|
| NTT Global Data CentersJapan's giant with one of the world's largest colocation footprints. | 9432.T | 172.20 JPY | -0.63% | 2.12% | 8.90% | 14.02T JPY | |
| EquinixThe interconnection king: 270+ data centers where networks meet. | EQIX | $1,019.4 | -1.28% | -1.41% | 35.14% | $100.59B | |
| Digital RealtyWholesale data-center REIT with 300+ facilities on six continents. | DLR | $178.14 | -1.12% | -2.43% | 16.21% | $65.91B | |
| Iron MountainThe records giant that built a fast-growing data-center arm. | IRM | $114.60 | -0.43% | -1.20% | 38.27% | $34.10B | |
| GDS HoldingsChina's leading carrier-neutral data-center developer. | GDS | $29.60 | -2.60% | -2.06% | -20.74% | $5.77B |
公用事业与发电
14| 公司 | 股票代码 | 价格 | 天 | 周 | YTD | 市值 | ★ |
|---|---|---|---|---|---|---|---|
| NextEra EnergyThe renewables superpower selling speed-to-power to data centers. | NEE | $78.22 | -0.37% | 0.81% | -2.99% | $163.17B | |
| Constellation EnergyAmerica's largest nuclear fleet — restarting Three Mile Island for… | CEG | $295.79 | 0.65% | -2.17% | -19.76% | $106.22B | |
| Southern CompanyOwner of Vogtle — America's newest big reactors — amid Georgia's… | SO | $88.11 | 1.23% | 1.87% | -0.16% | $101.36B | |
| Duke EnergySoutheast utility signing AI campuses across the Carolinas. | DUK | $118.19 | 0.42% | 1.76% | 0.21% | $92.14B | |
| American Electric PowerOhio's transmission giant handling the New Albany AI corridor. | AEP | $125.65 | 1.14% | 2.10% | 7.27% | $68.40B | |
| Dominion EnergyThe utility of Data Center Alley — more AI load than anywhere on… | D | $62.30 | -0.24% | 0.73% | 5.42% | $54.79B | |
| VistraTexas's merchant power giant — nuclear, gas and batteries into ERCOT. | VST | $162.36 | 2.68% | -1.48% | -4.30% | $54.74B | |
| Sempra (Oncor)Owner of Oncor, the Texas wires company fielding a 100+ GW… | SRE | $82.37 | 0.60% | 2.39% | -8.73% | $53.85B | |
| EntergyLouisiana's utility powering Meta's Hyperion with new gas turbines. | ETR | $104.99 | 0.96% | 0.72% | 10.79% | $48.99B | |
| NRG EnergyTexas retail-and-generation player building gas plants with GE… | NRG | $107.18 | 0.76% | 2.67% | -35.98% | $22.61B | |
| Talen EnergySusquehanna nuclear next to an AWS campus — the original co-location… | TLN | $382.14 | 0.62% | 1.78% | -4.27% | $17.35B | |
| BWX TechnologiesThe nuclear component manufacturer every reactor program runs through. | BWXT | $138.86 | -0.76% | -3.97% | -23.06% | $12.72B | |
| OkloFast-reactor startup, long chaired by Sam Altman, targeting… | OKLO | $31.78 | -1.33% | -16.45% | -58.60% | $5.53B | |
| NuScale PowerThe only SMR design with US NRC approval — still awaiting its first… | SMR | $6.50 | -2.99% | -16.46% | -58.92% | $1.94B |
云计算与超大规模
7| 公司 | 股票代码 | 价格 | 天 | 周 | YTD | 市值 | ★ |
|---|---|---|---|---|---|---|---|
| Google (Alphabet)The only company vertically integrated from TPU silicon to frontier… | GOOGL | $353.78 | 0.30% | 1.45% | 11.92% | $4.28T | |
| MicrosoftAzure, the OpenAI alliance, Copilot — and Fairwater-class AI… | MSFT | $543.45 | 0.43% | 2.24% | 14.42% | $4.04T | |
| TencentWeChat's owner: Hunyuan models and China's other hyperscale cloud. | 0700.HK | 423.80 HKD | -0.33% | -1.45% | -32.26% | 3.82T HKD | |
| Amazon Web ServicesThe largest cloud, building custom silicon and gigawatt campuses for… | AMZN | $258.58 | -0.37% | 1.26% | 14.58% | $2.78T | |
| OracleThe late-arriving cloud that bet the company on OpenAI and Stargate. | ORCL | $143.22 | 4.24% | -5.09% | -29.80% | $412.54B | |
| AlibabaChina's biggest cloud and the maker of Qwen — the world's most-forked… | BABA | $110.87 | 0.08% | 1.42% | -28.85% | $265.74B | |
| IBMEnterprise AI (watsonx, Granite) plus the quantum roadmap. | IBM | $230.78 | 1.66% | 2.59% | -22.12% | $217.43B |
AI云
4| 公司 | 股票代码 | 价格 | 天 | 周 | YTD | 市值 | ★ |
|---|---|---|---|---|---|---|---|
| NebiusThe ex-Yandex AI cloud with a reported $17B+ Microsoft contract. | NBIS | $206.86 | -1.52% | -15.93% | 133.53% | $56.25B | |
| CoreWeaveThe crypto-miner turned $20B-contract AI hyperscaler — the defining… | CRWV | $77.81 | -3.05% | -12.49% | 1.19% | $42.45B | |
| IRENBitcoin miner turned AI cloud with a reported $9.7B Microsoft GPU… | IREN | $34.80 | — | -15.70% | -18.50% | $12.42B | |
| Applied DigitalNorth Dakota mega-campuses leased to CoreWeave — miner-to-AI… | APLD | $22.44 | -3.48% | -8.25% | -17.29% | $6.46B |
AI实验室与软件
4| 公司 | 股票代码 | 价格 | 天 | 周 | YTD | 市值 | ★ |
|---|---|---|---|---|---|---|---|
| MetaOpen-weights standard-bearer turned superintelligence spender. | META | $762.50 | 2.63% | 0.55% | 14.23% | $1.94T | |
| TeslaReal-world AI at automotive scale: FSD, Optimus, and the AI5 chip… | TSLA | $375.23 | -0.74% | -0.70% | -13.71% | $1.48T | |
| PalantirOntology-driven AI deployment for governments and industry. | PLTR | $208.67 | -0.16% | 8.81% | 24.51% | $479.12B | |
| BaiduChina's search giant: ERNIE models, Apollo Go robotaxis, Kunlun chips. | BIDU | $83.74 | -0.66% | -3.16% | -43.91% | $28.48B |
资本与投资方
4| 公司 | 股票代码 | 价格 | 天 | 周 | YTD | 市值 | ★ |
|---|---|---|---|---|---|---|---|
| SoftBank GroupMasayoshi Son's everything-bet on AI: Arm, OpenAI, Stargate, Ampere… | 9984.T | 5,424.0 JPY | 2.15% | -15.52% | 15.23% | 30.91T JPY | |
| BlackstoneThe largest private-capital owner of data centers (QTS) and their… | BX | $109.98 | -4.18% | 1.25% | -27.72% | $132.86B | |
| BrookfieldOwner of Westinghouse and a global data-center + renewables platform. | BN | $36.67 | -1.03% | -0.64% | -20.54% | $81.91B | |
| KKRCyrusOne's owner and half of a $50B AI-infrastructure alliance. | KKR | $87.16 | -4.75% | 0.93% | -29.01% | $78.26B |
各上市公司价格与市值均以其本地交易货币显示（KRW、JPY、TWD、GBp……），从不进行隐式换算。"—"表示报价提供商未返回该标的的数据，绝非虚构值。行情来源：Financial Modeling Prep，延迟报价。下载： stocks.csv · JSON