\u5168\u7403\u5e02\u503c\u524d30\u5bb6\u516c\u53f8 & \u56fd\u5185\u5bf9\u6807<\/title>\n<style>\n :root{\n --bg:#f6f7f9; --card:#ffffff; --ink:#1a1d21; --sub:#5b6470;\n --line:#e4e7ec; --accent:#2f6bff; --accent-soft:#eef3ff;\n --warn:#b4540a; --warn-soft:#fff3e8; --ok:#0a7d4d; --gap:#c0392b;\n --chip:#f0f2f5;\n }\n *{box-sizing:border-box}\n body{margin:0;background:var(--bg);color:var(--ink);\n font-family:-apple-system,\"Segoe UI\",Roboto,\"Microsoft YaHei\",sans-serif;\n line-height:1.6;-webkit-font-smoothing:antialiased}\n .wrap{max-width:1180px;margin:0 auto;padding:32px 22px 64px}\n header h1{font-size:26px;margin:0 0 6px;letter-spacing:-.3px}\n header .meta{color:var(--sub);font-size:13px;margin-bottom:22px}\n .tldr{background:var(--accent-soft);border:1px solid #d6e2ff;border-radius:14px;\n padding:18px 20px;margin-bottom:26px}\n .tldr h2{font-size:15px;margin:0 0 8px;color:var(--accent)}\n .tldr ul{margin:0;padding-left:18px;font-size:14px;color:#26303c}\n .tldr li{margin:4px 0}\n .tag{display:inline-block;background:var(--gap);color:#fff;font-size:11px;\n padding:1px 7px;border-radius:20px;margin-left:4px;vertical-align:middle}\n table{width:100%;border-collapse:collapse;background:var(--card);\n border-radius:14px;overflow:hidden;box-shadow:0 1px 3px rgba(16,24,40,.06);\n border:1px solid var(--line)}\n thead th{background:#101828;color:#fff;font-size:12.5px;font-weight:600;\n text-align:left;padding:11px 12px;white-space:nowrap}\n tbody td{padding:11px 12px;border-top:1px solid var(--line);font-size:13px;\n vertical-align:top}\n tbody tr:nth-child(even){background:#fafbfc}\n .rk{font-weight:700;color:var(--accent);width:34px;text-align:center}\n .co{font-weight:700;min-width:120px}\n .co small{display:block;font-weight:400;color:var(--sub);font-size:11px}\n .cap{font-variant-numeric:tabular-nums;font-weight:600;white-space:nowrap}\n .biz{color:#374151;min-width:200px}\n .bench{min-width:210px}\n .chip{display:inline-block;background:var(--chip);border:1px solid var(--line);\n border-radius:7px;padding:1px 7px;margin:2px 3px 2px 0;font-size:12px}\n .none{color:var(--gap);font-weight:600}\n .self{color:var(--ok);font-weight:600}\n h2.sec{font-size:18px;margin:34px 0 12px}\n .gapbox{background:var(--warn-soft);border:1px solid #f3d9be;border-radius:14px;\n padding:16px 20px;font-size:13.5px}\n .gapbox b{color:var(--warn)}\n .legend{font-size:12px;color:var(--sub);margin:10px 2px 0}\n .cat{display:inline-block;font-size:11px;padding:1px 8px;border-radius:20px;\n background:#eef2f7;color:#475467;margin-top:3px}\n<\/style>\n<\/head>\n<body>\n<div class=\"wrap\">\n<header>\n <h1>\u5168\u7403\u5e02\u503c\u524d 30 \u5bb6\u516c\u53f8 & \u56fd\u5185\u5bf9\u6807<\/h1>\n <div class=\"meta\">\u6570\u636e\u622a\u81f3 2026-07-17\/18 \u00b7 \u6765\u6e90:CompaniesMarketCap \u5b9e\u65f6\u699c + \u666e\u534e\u6c38\u9053\u300a2026 \u5168\u7403\u5e02\u503c 100 \u5f3a\u300b\u00b7 \u5e02\u503c\u4e3a\u7ea6\u6570,\u968f\u884c\u60c5\u6ce2\u52a8<\/div>\n<\/header>\n\n<div class=\"tldr\">\n <h2>\u6838\u5fc3\u7ed3\u8bba<\/h2>\n <ul>\n <li>\u683c\u5c40:<\/b>\u524d 30 \u7531\u300c\u7f8e\u80a1\u79d1\u6280 + AI \u7b97\u529b\/\u534a\u5bfc\u4f53\u300d\u4e3b\u5bfc\u2014\u2014\u82f1\u4f1f\u8fbe\u3001\u82f9\u679c\u3001\u8c37\u6b4c\u3001\u5fae\u8f6f\u3001\u4e9a\u9a6c\u900a\u5c45\u9996,\u53e0\u52a0\u53f0\u79ef\u7535\u3001\u535a\u901a\u3001AMD\u3001\u7f8e\u5149\u3001SK \u6d77\u529b\u58eb\u7b49\u534a\u5bfc\u4f53\u519b\u56e2,\u4ee5\u53ca\u6c99\u7279\u963f\u7f8e\u3001\u4f2f\u514b\u5e0c\u5c14\u3001\u793c\u6765\u7b49\u80fd\u6e90\/\u91d1\u878d\/\u533b\u836f\u5de8\u5934\u3002\u7f8e\u56fd\u5360\u7ea6 8 \u6210\u3002<\/li>\n <li>\u80fd\u5bf9\u6807\u7684:<\/b>\u4e92\u8054\u7f51\u5e73\u53f0\u3001\u91d1\u878d\u3001\u80fd\u6e90\u3001\u652f\u4ed8\u3001\u6d88\u8d39\u3001\u5de5\u7a0b\u673a\u68b0\u3001\u901a\u4fe1\u8bbe\u5907\u3001\u5149\u4f0f\u50a8\u80fd\u2014\u2014\u56fd\u5185\u5747\u6709\u540c\u91cf\u7ea7\u6216\u5f3a\u8ffd\u8d76\u9f99\u5934(\u963f\u91cc\/\u817e\u8baf\/\u5de5\u884c\/\u4e2d\u77f3\u6cb9\/\u5b81\u5fb7\/\u6bd4\u4e9a\u8fea\/\u4e09\u4e00\u7b49)\u3002<\/li>\n <li>\u5bf9\u6807\u7f3a\u53e3 \u6700\u5173\u952e\u4fe1\u606f<\/span>:<\/b>AI \u7b97\u529b GPU(\u82f1\u4f1f\u8fbe)\u3001AI \u7f51\u7edc\/ASIC(\u535a\u901a)\u3001\u9ad8\u7aef\u5149\u523b\u673a(ASML)\u3001CPU \u751f\u6001(Intel\/AMD)\u3001\u521b\u65b0\u836f Big Pharma(\u793c\u6765\/\u827e\u4f2f\u7ef4)\u3001\u9ad8\u7aef\u5b58\u50a8\/HBM\u2014\u2014\u56fd\u5185\u65e0\u540c\u91cf\u7ea7\u4e0a\u5e02\u5bf9\u6807<\/b>,\u53ea\u6709\u300c\u8ffd\u8d76\u8005\u300d(\u5bd2\u6b66\u7eaa\u3001\u6d77\u5149\u3001\u5317\u65b9\u534e\u521b\u7b49),\u4e14\u90e8\u5206\u6700\u5f3a\u73a9\u5bb6(\u534e\u4e3a\u6d77\u601d\u3001\u957f\u6c5f\/\u957f\u946b\u5b58\u50a8\u3001\u4e0a\u6d77\u5fae\u7535\u5b50)\u672a\u4e0a\u5e02<\/b>\u3002<\/li>\n <\/ul>\n<\/div>\n\n<table>\n<thead>\n<tr>\n <th class=\"rk\">#<\/th><th>\u516c\u53f8 \/ \u56fd\u5bb6<\/th><th>\u5e02\u503c(\u7ea6)<\/th><th>\u4e3b\u8425\u4e1a\u52a1<\/th><th>\u56fd\u5185\u5bf9\u6807(1\u20132 \u5bb6,\u542b\u4ee3\u7801)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr><td class=\"rk\">1<\/td><td class=\"co\">\u82f1\u4f1f\u8fbe NVIDIA\u7f8e\u56fd \u00b7 \u534a\u5bfc\u4f53<\/small><\/td><td class=\"cap\">$4.9 \u4e07\u4ebf<\/td><td class=\"biz\">AI \u52a0\u901f GPU\u3001\u6570\u636e\u4e2d\u5fc3\u7b97\u529b\u3001CUDA \u751f\u6001,\u5168\u7403 AI \u8bad\u7ec3\/\u63a8\u7406\u7b97\u529b\u4e8b\u5b9e\u6807\u51c6<\/td><td class=\"bench\">\u5bd2\u6b66\u7eaa 688256<\/span>\u6d77\u5149\u4fe1\u606f 688041<\/span> \u65e0\u540c\u91cf\u7ea7;\u534e\u4e3a\u6607\u817e(\u6d77\u601d)\u672a\u4e0a\u5e02<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">2<\/td><td class=\"co\">\u82f9\u679c Apple\u7f8e\u56fd \u00b7 \u6d88\u8d39\u7535\u5b50<\/small><\/td><td class=\"cap\">$4.6 \u4e07\u4ebf<\/td><td class=\"biz\">iPhone\/Mac \u7b49\u786c\u4ef6 + iOS \u751f\u6001 + \u670d\u52a1\u8ba2\u9605,\u8f6f\u786c\u4e00\u4f53\u95ed\u73af<\/td><td class=\"bench\">\u5c0f\u7c73\u96c6\u56e2 01810.HK<\/span>\u4f20\u97f3\u63a7\u80a1 688036<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">3<\/td><td class=\"co\">\u8c37\u6b4c Alphabet\u7f8e\u56fd \u00b7 \u901a\u4fe1\u670d\u52a1<\/small><\/td><td class=\"cap\">$4.3 \u4e07\u4ebf<\/td><td class=\"biz\">\u641c\u7d22\/\u5e7f\u544a\u3001YouTube\u3001Google Cloud\u3001Gemini AI\u3001\u5b89\u5353<\/td><td class=\"bench\">\u767e\u5ea6\u96c6\u56e2 09888.HK<\/span>\u5206\u4f17\u4f20\u5a92 002027<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">4<\/td><td class=\"co\">\u5fae\u8f6f Microsoft\u7f8e\u56fd \u00b7 \u8f6f\u4ef6<\/small><\/td><td class=\"cap\">$2.9 \u4e07\u4ebf<\/td><td class=\"biz\">Windows\/Office\u3001Azure \u4e91\u3001\u4f01\u4e1a\u8f6f\u4ef6\u3001OpenAI \u6218\u7565\u6295\u8d44<\/td><td class=\"bench\">\u91d1\u5c71\u529e\u516c 688111<\/span>\u7528\u53cb\u7f51\u7edc 600588<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">5<\/td><td class=\"co\">\u4e9a\u9a6c\u900a Amazon\u7f8e\u56fd \u00b7 \u7535\u5546\/\u4e91<\/small><\/td><td class=\"cap\">$2.66 \u4e07\u4ebf<\/td><td class=\"biz\">\u5168\u7403\u7535\u5546 + AWS \u4e91\u8ba1\u7b97(\u5168\u7403\u4e91\u8001\u5927)+ \u5e7f\u544a\/\u7269\u6d41<\/td><td class=\"bench\">\u963f\u91cc\u5df4\u5df4 09988.HK<\/span>\u4eac\u4e1c\u96c6\u56e2 09618.HK<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">6<\/td><td class=\"co\">\u53f0\u79ef\u7535 TSMC\u4e2d\u56fd\u53f0\u6e7e \u00b7 \u534a\u5bfc\u4f53<\/small><\/td><td class=\"cap\">$2.2 \u4e07\u4ebf<\/td><td class=\"biz\">\u5168\u7403\u6700\u5927\u6676\u5706\u4ee3\u5de5\u5382,\u5784\u65ad 3nm\/2nm \u5148\u8fdb\u5236\u7a0b<\/td><td class=\"bench\">\u4e2d\u82af\u56fd\u9645 688981<\/span>\u534e\u8679\u516c\u53f8 688347<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">7<\/td><td class=\"co\">SpaceX\u7f8e\u56fd \u00b7 \u822a\u5929 \u65b0\u4e0a\u5e02<\/span><\/small><\/td><td class=\"cap\">$1.8 \u4e07\u4ebf<\/td><td class=\"biz\">\u53ef\u56de\u6536\u706b\u7bad\u53d1\u5c04 + \u661f\u94fe(Starlink)\u536b\u661f\u4e92\u8054\u7f51<\/td><td class=\"bench\">\u4e2d\u56fd\u536b\u661f 600118<\/span>\u4e2d\u56fd\u536b\u901a 601698<\/span> \u706b\u7bad\u7aef\u84dd\u7bad\/\u661f\u9645\u8363\u8000\u672a\u4e0a\u5e02<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">8<\/td><td class=\"co\">\u535a\u901a Broadcom\u7f8e\u56fd \u00b7 \u534a\u5bfc\u4f53<\/small><\/td><td class=\"cap\">$1.8 \u4e07\u4ebf<\/td><td class=\"biz\">\u7f51\u7edc\u4ea4\u6362\/\u8def\u7531\u82af\u7247\u3001\u5b9a\u5236 AI ASIC\u3001\u57fa\u7840\u8f6f\u4ef6(VMware)<\/td><td class=\"bench\">\u6f9c\u8d77\u79d1\u6280 688008<\/span>\u4e2d\u5174\u901a\u8baf 000063<\/span> AI ASIC \u65e0\u540c\u91cf\u7ea7\u5bf9\u6807<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">9<\/td><td class=\"co\">\u6c99\u7279\u963f\u7f8e Aramco\u6c99\u7279 \u00b7 \u80fd\u6e90<\/small><\/td><td class=\"cap\">$1.7 \u4e07\u4ebf<\/td><td class=\"biz\">\u5168\u7403\u6700\u5927\u77f3\u6cb9\u5f00\u91c7\/\u70bc\u5316,\u4ea7\u91cf\u4e0e\u50a8\u91cf\u4e16\u754c\u7b2c\u4e00<\/td><td class=\"bench\">\u4e2d\u56fd\u77f3\u6cb9 601857<\/span>\u4e2d\u56fd\u77f3\u5316 600028<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">10<\/td><td class=\"co\">Meta\u7f8e\u56fd \u00b7 \u901a\u4fe1\u670d\u52a1<\/small><\/td><td class=\"cap\">$1.6 \u4e07\u4ebf<\/td><td class=\"biz\">Facebook\/Instagram\/WhatsApp \u793e\u4ea4\u5e7f\u544a + VR\/\u5143\u5b87\u5b99 + AI<\/td><td class=\"bench\">\u817e\u8baf\u63a7\u80a1 00700.HK<\/span>\u5feb\u624b 01024.HK<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">11<\/td><td class=\"co\">\u7279\u65af\u62c9 Tesla\u7f8e\u56fd \u00b7 \u6c7d\u8f66<\/small><\/td><td class=\"cap\">$1.48 \u4e07\u4ebf<\/td><td class=\"biz\">\u7535\u52a8\u8f66\u3001\u50a8\u80fd\u3001FSD \u81ea\u52a8\u9a7e\u9a76\u3001\u4eba\u5f62\u673a\u5668\u4eba<\/td><td class=\"bench\">\u6bd4\u4e9a\u8fea 002594<\/span>\u5b81\u5fb7\u65f6\u4ee3 300750<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">12<\/td><td class=\"co\">\u4e09\u661f\u7535\u5b50 Samsung\u97e9\u56fd \u00b7 \u7535\u5b50<\/small><\/td><td class=\"cap\">$1.1 \u4e07\u4ebf<\/td><td class=\"biz\">\u5b58\u50a8\u82af\u7247(DRAM\/NAND)\u3001\u624b\u673a\u3001\u9762\u677f\u3001\u4ee3\u5de5<\/td><td class=\"bench\">\u4eac\u4e1c\u65b9 A 000725<\/span>\u5146\u6613\u521b\u65b0 603986<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">13<\/td><td class=\"co\">\u4f2f\u514b\u5e0c\u5c14 Berkshire\u7f8e\u56fd \u00b7 \u91d1\u878d<\/small><\/td><td class=\"cap\">$1.07 \u4e07\u4ebf<\/td><td class=\"biz\">\u4fdd\u9669 + \u591a\u5143\u5316\u6295\u8d44\u63a7\u80a1(\u5df4\u83f2\u7279),\u6a2a\u8de8\u6d88\u8d39\/\u80fd\u6e90\/\u94c1\u8def<\/td><td class=\"bench\">\u4e2d\u56fd\u5e73\u5b89 601318<\/span>\u590d\u661f\u56fd\u9645 00656.HK<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">14<\/td><td class=\"co\">\u7f8e\u5149 Micron\u7f8e\u56fd \u00b7 \u534a\u5bfc\u4f53<\/small><\/td><td class=\"cap\">$1.05 \u4e07\u4ebf<\/td><td class=\"biz\">DRAM \/ NAND \u5b58\u50a8\u82af\u7247,HBM \u9ad8\u5e26\u5bbd\u5185\u5b58\u53d7\u76ca AI<\/td><td class=\"bench\">\u5146\u6613\u521b\u65b0 603986<\/span>\u6c5f\u6ce2\u9f99 301308<\/span> \u957f\u6c5f\/\u957f\u946b\u5b58\u50a8\u672a\u4e0a\u5e02<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">15<\/td><td class=\"co\">\u793c\u6765 Eli Lilly\u7f8e\u56fd \u00b7 \u533b\u836f<\/small><\/td><td class=\"cap\">$1.05 \u4e07\u4ebf<\/td><td class=\"biz\">\u521b\u65b0\u836f,GLP-1 \u51cf\u80a5\/\u964d\u7cd6\u836f(\u66ff\u5c14\u6cca\u80bd)\u5168\u7403\u7206\u6b3e<\/td><td class=\"bench\">\u6052\u745e\u533b\u836f 600276<\/span>\u4fe1\u8fbe\u751f\u7269 01801.HK<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">16<\/td><td class=\"co\">\u6c83\u5c14\u739b Walmart\u7f8e\u56fd \u00b7 \u96f6\u552e<\/small><\/td><td class=\"cap\">$9100 \u4ebf<\/td><td class=\"biz\">\u5168\u7403\u6700\u5927\u8fde\u9501\u5546\u8d85 + \u5c71\u59c6\u4f1a\u5458\u5e97 + \u7535\u5546<\/td><td class=\"bench\">\u6c38\u8f89\u8d85\u5e02 601933<\/span>\u9ad8\u946b\u96f6\u552e 06808.HK<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">17<\/td><td class=\"co\">\u6469\u6839\u5927\u901a JPMorgan\u7f8e\u56fd \u00b7 \u94f6\u884c<\/small><\/td><td class=\"cap\">$8960 \u4ebf<\/td><td class=\"biz\">\u5168\u80fd\u578b\u94f6\u884c,\u6295\u884c\/\u96f6\u552e\/\u8d44\u7ba1\u5168\u7403\u9886\u5148<\/td><td class=\"bench\">\u5de5\u5546\u94f6\u884c 601398<\/span>\u62db\u5546\u94f6\u884c 600036<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">18<\/td><td class=\"co\">AMD\u7f8e\u56fd \u00b7 \u534a\u5bfc\u4f53<\/small><\/td><td class=\"cap\">$8700 \u4ebf<\/td><td class=\"biz\">x86 CPU\u3001GPU\u3001AI \u52a0\u901f\u5361(MI \u7cfb\u5217),\u5bf9\u6807\u82f1\u4f1f\u8fbe\/\u82f1\u7279\u5c14<\/td><td class=\"bench\">\u6d77\u5149\u4fe1\u606f 688041<\/span>\u9f99\u82af\u4e2d\u79d1 688047<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">19<\/td><td class=\"co\">SK \u6d77\u529b\u58eb\u97e9\u56fd \u00b7 \u534a\u5bfc\u4f53<\/small><\/td><td class=\"cap\">$8600 \u4ebf<\/td><td class=\"biz\">\u5b58\u50a8\u82af\u7247,HBM \u9ad8\u5e26\u5bbd\u5185\u5b58\u5168\u7403\u9f99\u5934(\u82f1\u4f1f\u8fbe\u6838\u5fc3\u4f9b\u5e94\u5546)<\/td><td class=\"bench\">\u5146\u6613\u521b\u65b0 603986<\/span> HBM \u65e0\u540c\u91cf\u7ea7\u4e0a\u5e02\u5bf9\u6807<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">20<\/td><td class=\"co\">Visa\u7f8e\u56fd \u00b7 \u652f\u4ed8<\/small><\/td><td class=\"cap\">$6800 \u4ebf<\/td><td class=\"biz\">\u5168\u7403\u94f6\u884c\u5361\u6e05\u7b97\u7f51\u7edc,\u4ea4\u6613\u62bd\u4f63\u7684\u300c\u6536\u8d39\u7ad9\u300d\u6a21\u5f0f<\/td><td class=\"bench\">\u62c9\u5361\u62c9 300773<\/span> \u4e2d\u56fd\u94f6\u8054(\u4f53\u91cf\u5bf9\u6807\u4f46\u672a\u4e0a\u5e02)<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">21<\/td><td class=\"co\">\u963f\u65af\u9ea6 ASML\u8377\u5170 \u00b7 \u534a\u5bfc\u4f53\u8bbe\u5907<\/small><\/td><td class=\"cap\">$6650 \u4ebf<\/td><td class=\"biz\">\u5168\u7403\u552f\u4e00 EUV \u6781\u7d2b\u5916\u5149\u523b\u673a\u4f9b\u5e94\u5546,\u5361\u8116\u5b50\u5173\u952e<\/td><td class=\"bench\">\u5317\u65b9\u534e\u521b 002371<\/span>\u4e2d\u5fae\u516c\u53f8 688012<\/span> \u5149\u523b\u673a(\u4e0a\u6d77\u5fae\u7535\u5b50)\u672a\u4e0a\u5e02<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">22<\/td><td class=\"co\">\u5f3a\u751f J&J\u7f8e\u56fd \u00b7 \u533b\u836f<\/small><\/td><td class=\"cap\">$6200 \u4ebf<\/td><td class=\"biz\">\u5236\u836f + 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09999.HK(\u6e38\u620f\u4fa7)<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">25<\/td><td class=\"co\">\u82f1\u7279\u5c14 Intel\u7f8e\u56fd \u00b7 \u534a\u5bfc\u4f53<\/small><\/td><td class=\"cap\">$5180 \u4ebf<\/td><td class=\"biz\">x86 CPU + \u6676\u5706\u5236\u9020(IDM),PC\/\u670d\u52a1\u5668\u82af\u7247\u8001\u724c<\/td><td class=\"bench\">\u6d77\u5149\u4fe1\u606f 688041<\/span>\u4e2d\u82af\u56fd\u9645 688981<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">26<\/td><td class=\"co\">\u4e07\u4e8b\u8fbe Mastercard\u7f8e\u56fd \u00b7 \u652f\u4ed8<\/small><\/td><td class=\"cap\">$4750 \u4ebf<\/td><td class=\"biz\">\u5168\u7403\u7b2c\u4e8c\u5927\u94f6\u884c\u5361\u6e05\u7b97\u7f51\u7edc,\u4e0e Visa \u53cc\u5be1\u5934<\/td><td class=\"bench\">\u65b0\u56fd\u90fd 300130<\/span>\u62c9\u5361\u62c9 300773<\/span> \u4e2d\u56fd\u94f6\u8054\u672a\u4e0a\u5e02<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">27<\/td><td class=\"co\">\u601d\u79d1 Cisco\u7f8e\u56fd \u00b7 \u901a\u4fe1\u8bbe\u5907<\/small><\/td><td class=\"cap\">$4700 \u4ebf<\/td><td class=\"biz\">\u4f01\u4e1a\u7f51\u7edc\u4ea4\u6362\u673a\/\u8def\u7531\u5668\u3001\u5b89\u5168\u3001\u6570\u636e\u4e2d\u5fc3\u7f51\u7edc<\/td><td class=\"bench\">\u4e2d\u5174\u901a\u8baf 000063<\/span>\u7d2b\u5149\u80a1\u4efd(\u65b0\u534e\u4e09) 000938<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">28<\/td><td class=\"co\">\u5e94\u7528\u6750\u6599 AMAT\u7f8e\u56fd \u00b7 \u534a\u5bfc\u4f53\u8bbe\u5907<\/small><\/td><td class=\"cap\">$4570 \u4ebf<\/td><td class=\"biz\">\u5168\u7403\u6700\u5927\u534a\u5bfc\u4f53\u5236\u9020\u8bbe\u5907\u5546(\u8584\u819c\u6c89\u79ef\/\u523b\u8680\u7b49)<\/td><td class=\"bench\">\u5317\u65b9\u534e\u521b 002371<\/span>\u4e2d\u5fae\u516c\u53f8 688012<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">29<\/td><td class=\"co\">\u827e\u4f2f\u7ef4 AbbVie\u7f8e\u56fd \u00b7 \u533b\u836f<\/small><\/td><td class=\"cap\">$4380 \u4ebf<\/td><td class=\"biz\">\u521b\u65b0\u836f,\u514d\u75ab\/\u80bf\u7624\/\u795e\u7ecf\u9886\u57df(\u4fee\u7f8e\u4e50\u540e\u7ba1\u7ebf)<\/td><td class=\"bench\">\u767e\u6d4e\u795e\u5dde 06160.HK<\/span>\u6052\u745e\u533b\u836f 600276<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">30<\/td><td class=\"co\">\u5361\u7279\u5f7c\u52d2 Caterpillar\u7f8e\u56fd \u00b7 \u5de5\u4e1a<\/small><\/td><td class=\"cap\">$4290 \u4ebf<\/td><td class=\"biz\">\u5168\u7403\u6700\u5927\u5de5\u7a0b\u673a\u68b0(\u6316\u673a\/\u77ff\u5361)+ \u67f4\u6cb9\u53d1\u52a8\u673a<\/td><td class=\"bench\">\u4e09\u4e00\u91cd\u5de5 600031<\/span>\u5f90\u5de5\u673a\u68b0 000425<\/span><\/td><\/tr>\n<\/tbody>\n<\/table>\n<div class=\"legend\">\u8bf4\u660e:\u4ee3\u7801\u540e\u7f00 .HK<\/b> \u4e3a\u6e2f\u80a1,.SS\/6xxxxx<\/b> \u6caa\u5e02,0\/3xxxxx<\/b> \u6df1\u5e02;\u7ea2\u5b57<\/span>\u8868\u793a\u65e0\u540c\u91cf\u7ea7\u4e0a\u5e02\u5bf9\u6807\u6216\u6700\u5f3a\u73a9\u5bb6\u672a\u4e0a\u5e02\u3002<\/div>\n\n<h2 class=\"sec\">\u5bf9\u6807\u7f3a\u53e3\u5206\u6790(\u67b6\u6784\u5e08\u89c6\u89d2)<\/h2>\n<div class=\"gapbox\">\n 1. \u786c\u7f3a\u53e3\u2014\u2014\u51e0\u4e4e\u65e0\u5bf9\u6807(\u5361\u8116\u5b50\u6838\u5fc3):<\/b>\n AI \u7b97\u529b GPU(\u82f1\u4f1f\u8fbe)\u3001AI \u7f51\u7edc\/\u5b9a\u5236 ASIC(\u535a\u901a)\u3001EUV \u5149\u523b\u673a(ASML)\u3001HBM \u9ad8\u7aef\u5b58\u50a8(SK \u6d77\u529b\u58eb\/\u7f8e\u5149)\u3001CPU x86 \u751f\u6001(Intel\/AMD)\u3002\u8fd9\u4e9b\u9886\u57df\u56fd\u5185\u6700\u5f3a\u73a9\u5bb6\u8981\u4e48\u672a\u4e0a\u5e02<\/b>(\u534e\u4e3a\u6d77\u601d\u6607\u817e\u3001\u4e0a\u6d77\u5fae\u7535\u5b50\u3001\u957f\u6c5f\/\u957f\u946b\u5b58\u50a8),\u8981\u4e48\u4e0e\u56fd\u9645\u9f99\u5934\u5b58\u57281\u20132 \u4e2a\u4ee3\u9645\u5dee\u8ddd<\/b>(\u5bd2\u6b66\u7eaa\u3001\u6d77\u5149\u3001\u5317\u65b9\u534e\u521b)\u3002<\/p>\n 2. \u8f6f\u7f3a\u53e3\u2014\u2014\u6709\u5bf9\u6807\u4f46\u4f53\u91cf\/\u751f\u6001\u5dee\u8ddd\u5927:<\/b>\n \u521b\u65b0\u836f Big Pharma(\u793c\u6765\/\u827e\u4f2f\u7ef4 vs \u6052\u745e\/\u767e\u6d4e,\u7814\u53d1\u7ba1\u7ebf\u4e0e\u5168\u7403\u5316\u5dee 5\u201310 \u500d\u5e02\u503c)\u3001\u4f01\u4e1a\u7ea7\u57fa\u7840\u8f6f\u4ef6\u4e0e\u516c\u6709\u4e91(\u5fae\u8f6f Azure vs \u963f\u91cc\u4e91\/\u91d1\u5c71\u529e\u516c)\u3002<\/p>\n 3. \u5f3a\u5bf9\u6807\u2014\u2014\u56fd\u5185\u6709\u540c\u91cf\u7ea7\u9f99\u5934:<\/b>\n 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[…]<\/p>\n","protected":false},"author":1,"featured_media":1825,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[170],"tags":[171],"class_list":["post-2027","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-170","tag-171"],"_links":{"self":[{"href":"https:\/\/www.rchen.top\/index.php?rest_route=\/wp\/v2\/posts\/2027","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rchen.top\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.rchen.top\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.rchen.top\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rchen.top\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2027"}],"version-history":[{"count":1,"href":"https:\/\/www.rchen.top\/index.php?rest_route=\/wp\/v2\/posts\/2027\/revisions"}],"predecessor-version":[{"id":2028,"href":"https:\/\/www.rchen.top\/index.php?rest_route=\/wp\/v2\/posts\/2027\/revisions\/2028"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.rchen.top\/index.php?rest_route=\/wp\/v2\/media\/1825"}],"wp:attachment":[{"href":"https:\/\/www.rchen.top\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2027"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.rchen.top\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2027"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.rchen.top\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2027"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}

{"id":2027,"date":"2026-07-18T18:00:17","date_gmt":"2026-07-18T10:00:17","guid":{"rendered":"https:\/\/www.rchen.top\/?p=2027"},"modified":"2026-07-18T18:00:19","modified_gmt":"2026-07-18T10:00:19","slug":"%e5%85%a8%e7%90%83%e5%b8%82%e5%80%bc%e5%89%8d-30-%e5%ae%b6%e5%85%ac%e5%8f%b8-%e5%9b%bd%e5%86%85%e5%af%b9%e6%a0%87","status":"publish","type":"post","link":"https:\/\/www.rchen.top\/?p=2027","title":{"rendered":"\u5168\u7403\u5e02\u503c\u524d 30 \u5bb6\u516c\u53f8 & \u56fd\u5185\u5bf9\u6807"},"content":{"rendered":"\n\n\n\n\n\n\u5168\u7403\u5e02\u503c\u524d30\u5bb6\u516c\u53f8 & \u56fd\u5185\u5bf9\u6807<\/title>\n<style>\n :root{\n --bg:#f6f7f9; --card:#ffffff; --ink:#1a1d21; --sub:#5b6470;\n --line:#e4e7ec; --accent:#2f6bff; --accent-soft:#eef3ff;\n --warn:#b4540a; --warn-soft:#fff3e8; --ok:#0a7d4d; --gap:#c0392b;\n --chip:#f0f2f5;\n }\n *{box-sizing:border-box}\n body{margin:0;background:var(--bg);color:var(--ink);\n font-family:-apple-system,\"Segoe UI\",Roboto,\"Microsoft 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12px;white-space:nowrap}\n tbody td{padding:11px 12px;border-top:1px solid var(--line);font-size:13px;\n vertical-align:top}\n tbody tr:nth-child(even){background:#fafbfc}\n .rk{font-weight:700;color:var(--accent);width:34px;text-align:center}\n .co{font-weight:700;min-width:120px}\n .co small{display:block;font-weight:400;color:var(--sub);font-size:11px}\n .cap{font-variant-numeric:tabular-nums;font-weight:600;white-space:nowrap}\n .biz{color:#374151;min-width:200px}\n .bench{min-width:210px}\n .chip{display:inline-block;background:var(--chip);border:1px solid var(--line);\n border-radius:7px;padding:1px 7px;margin:2px 3px 2px 0;font-size:12px}\n .none{color:var(--gap);font-weight:600}\n .self{color:var(--ok);font-weight:600}\n h2.sec{font-size:18px;margin:34px 0 12px}\n .gapbox{background:var(--warn-soft);border:1px solid #f3d9be;border-radius:14px;\n padding:16px 20px;font-size:13.5px}\n .gapbox b{color:var(--warn)}\n .legend{font-size:12px;color:var(--sub);margin:10px 2px 0}\n .cat{display:inline-block;font-size:11px;padding:1px 8px;border-radius:20px;\n background:#eef2f7;color:#475467;margin-top:3px}\n<\/style>\n<\/head>\n<body>\n<div class=\"wrap\">\n<header>\n <h1>\u5168\u7403\u5e02\u503c\u524d 30 \u5bb6\u516c\u53f8 & \u56fd\u5185\u5bf9\u6807<\/h1>\n <div class=\"meta\">\u6570\u636e\u622a\u81f3 2026-07-17\/18 \u00b7 \u6765\u6e90:CompaniesMarketCap \u5b9e\u65f6\u699c + \u666e\u534e\u6c38\u9053\u300a2026 \u5168\u7403\u5e02\u503c 100 \u5f3a\u300b\u00b7 \u5e02\u503c\u4e3a\u7ea6\u6570,\u968f\u884c\u60c5\u6ce2\u52a8<\/div>\n<\/header>\n\n<div class=\"tldr\">\n <h2>\u6838\u5fc3\u7ed3\u8bba<\/h2>\n <ul>\n <li>\u683c\u5c40:<\/b>\u524d 30 \u7531\u300c\u7f8e\u80a1\u79d1\u6280 + AI \u7b97\u529b\/\u534a\u5bfc\u4f53\u300d\u4e3b\u5bfc\u2014\u2014\u82f1\u4f1f\u8fbe\u3001\u82f9\u679c\u3001\u8c37\u6b4c\u3001\u5fae\u8f6f\u3001\u4e9a\u9a6c\u900a\u5c45\u9996,\u53e0\u52a0\u53f0\u79ef\u7535\u3001\u535a\u901a\u3001AMD\u3001\u7f8e\u5149\u3001SK \u6d77\u529b\u58eb\u7b49\u534a\u5bfc\u4f53\u519b\u56e2,\u4ee5\u53ca\u6c99\u7279\u963f\u7f8e\u3001\u4f2f\u514b\u5e0c\u5c14\u3001\u793c\u6765\u7b49\u80fd\u6e90\/\u91d1\u878d\/\u533b\u836f\u5de8\u5934\u3002\u7f8e\u56fd\u5360\u7ea6 8 \u6210\u3002<\/li>\n <li>\u80fd\u5bf9\u6807\u7684:<\/b>\u4e92\u8054\u7f51\u5e73\u53f0\u3001\u91d1\u878d\u3001\u80fd\u6e90\u3001\u652f\u4ed8\u3001\u6d88\u8d39\u3001\u5de5\u7a0b\u673a\u68b0\u3001\u901a\u4fe1\u8bbe\u5907\u3001\u5149\u4f0f\u50a8\u80fd\u2014\u2014\u56fd\u5185\u5747\u6709\u540c\u91cf\u7ea7\u6216\u5f3a\u8ffd\u8d76\u9f99\u5934(\u963f\u91cc\/\u817e\u8baf\/\u5de5\u884c\/\u4e2d\u77f3\u6cb9\/\u5b81\u5fb7\/\u6bd4\u4e9a\u8fea\/\u4e09\u4e00\u7b49)\u3002<\/li>\n <li>\u5bf9\u6807\u7f3a\u53e3 \u6700\u5173\u952e\u4fe1\u606f<\/span>:<\/b>AI \u7b97\u529b GPU(\u82f1\u4f1f\u8fbe)\u3001AI \u7f51\u7edc\/ASIC(\u535a\u901a)\u3001\u9ad8\u7aef\u5149\u523b\u673a(ASML)\u3001CPU \u751f\u6001(Intel\/AMD)\u3001\u521b\u65b0\u836f Big Pharma(\u793c\u6765\/\u827e\u4f2f\u7ef4)\u3001\u9ad8\u7aef\u5b58\u50a8\/HBM\u2014\u2014\u56fd\u5185\u65e0\u540c\u91cf\u7ea7\u4e0a\u5e02\u5bf9\u6807<\/b>,\u53ea\u6709\u300c\u8ffd\u8d76\u8005\u300d(\u5bd2\u6b66\u7eaa\u3001\u6d77\u5149\u3001\u5317\u65b9\u534e\u521b\u7b49),\u4e14\u90e8\u5206\u6700\u5f3a\u73a9\u5bb6(\u534e\u4e3a\u6d77\u601d\u3001\u957f\u6c5f\/\u957f\u946b\u5b58\u50a8\u3001\u4e0a\u6d77\u5fae\u7535\u5b50)\u672a\u4e0a\u5e02<\/b>\u3002<\/li>\n <\/ul>\n<\/div>\n\n<table>\n<thead>\n<tr>\n <th class=\"rk\">#<\/th><th>\u516c\u53f8 \/ \u56fd\u5bb6<\/th><th>\u5e02\u503c(\u7ea6)<\/th><th>\u4e3b\u8425\u4e1a\u52a1<\/th><th>\u56fd\u5185\u5bf9\u6807(1\u20132 \u5bb6,\u542b\u4ee3\u7801)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr><td class=\"rk\">1<\/td><td class=\"co\">\u82f1\u4f1f\u8fbe NVIDIA\u7f8e\u56fd \u00b7 \u534a\u5bfc\u4f53<\/small><\/td><td class=\"cap\">$4.9 \u4e07\u4ebf<\/td><td class=\"biz\">AI \u52a0\u901f GPU\u3001\u6570\u636e\u4e2d\u5fc3\u7b97\u529b\u3001CUDA \u751f\u6001,\u5168\u7403 AI \u8bad\u7ec3\/\u63a8\u7406\u7b97\u529b\u4e8b\u5b9e\u6807\u51c6<\/td><td class=\"bench\">\u5bd2\u6b66\u7eaa 688256<\/span>\u6d77\u5149\u4fe1\u606f 688041<\/span> \u65e0\u540c\u91cf\u7ea7;\u534e\u4e3a\u6607\u817e(\u6d77\u601d)\u672a\u4e0a\u5e02<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">2<\/td><td class=\"co\">\u82f9\u679c Apple\u7f8e\u56fd \u00b7 \u6d88\u8d39\u7535\u5b50<\/small><\/td><td class=\"cap\">$4.6 \u4e07\u4ebf<\/td><td class=\"biz\">iPhone\/Mac \u7b49\u786c\u4ef6 + iOS \u751f\u6001 + \u670d\u52a1\u8ba2\u9605,\u8f6f\u786c\u4e00\u4f53\u95ed\u73af<\/td><td class=\"bench\">\u5c0f\u7c73\u96c6\u56e2 01810.HK<\/span>\u4f20\u97f3\u63a7\u80a1 688036<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">3<\/td><td class=\"co\">\u8c37\u6b4c Alphabet\u7f8e\u56fd \u00b7 \u901a\u4fe1\u670d\u52a1<\/small><\/td><td class=\"cap\">$4.3 \u4e07\u4ebf<\/td><td class=\"biz\">\u641c\u7d22\/\u5e7f\u544a\u3001YouTube\u3001Google Cloud\u3001Gemini AI\u3001\u5b89\u5353<\/td><td class=\"bench\">\u767e\u5ea6\u96c6\u56e2 09888.HK<\/span>\u5206\u4f17\u4f20\u5a92 002027<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">4<\/td><td class=\"co\">\u5fae\u8f6f Microsoft\u7f8e\u56fd \u00b7 \u8f6f\u4ef6<\/small><\/td><td class=\"cap\">$2.9 \u4e07\u4ebf<\/td><td class=\"biz\">Windows\/Office\u3001Azure \u4e91\u3001\u4f01\u4e1a\u8f6f\u4ef6\u3001OpenAI \u6218\u7565\u6295\u8d44<\/td><td class=\"bench\">\u91d1\u5c71\u529e\u516c 688111<\/span>\u7528\u53cb\u7f51\u7edc 600588<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">5<\/td><td class=\"co\">\u4e9a\u9a6c\u900a Amazon\u7f8e\u56fd \u00b7 \u7535\u5546\/\u4e91<\/small><\/td><td class=\"cap\">$2.66 \u4e07\u4ebf<\/td><td class=\"biz\">\u5168\u7403\u7535\u5546 + AWS \u4e91\u8ba1\u7b97(\u5168\u7403\u4e91\u8001\u5927)+ \u5e7f\u544a\/\u7269\u6d41<\/td><td class=\"bench\">\u963f\u91cc\u5df4\u5df4 09988.HK<\/span>\u4eac\u4e1c\u96c6\u56e2 09618.HK<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">6<\/td><td class=\"co\">\u53f0\u79ef\u7535 TSMC\u4e2d\u56fd\u53f0\u6e7e \u00b7 \u534a\u5bfc\u4f53<\/small><\/td><td class=\"cap\">$2.2 \u4e07\u4ebf<\/td><td class=\"biz\">\u5168\u7403\u6700\u5927\u6676\u5706\u4ee3\u5de5\u5382,\u5784\u65ad 3nm\/2nm \u5148\u8fdb\u5236\u7a0b<\/td><td class=\"bench\">\u4e2d\u82af\u56fd\u9645 688981<\/span>\u534e\u8679\u516c\u53f8 688347<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">7<\/td><td class=\"co\">SpaceX\u7f8e\u56fd \u00b7 \u822a\u5929 \u65b0\u4e0a\u5e02<\/span><\/small><\/td><td class=\"cap\">$1.8 \u4e07\u4ebf<\/td><td class=\"biz\">\u53ef\u56de\u6536\u706b\u7bad\u53d1\u5c04 + \u661f\u94fe(Starlink)\u536b\u661f\u4e92\u8054\u7f51<\/td><td class=\"bench\">\u4e2d\u56fd\u536b\u661f 600118<\/span>\u4e2d\u56fd\u536b\u901a 601698<\/span> \u706b\u7bad\u7aef\u84dd\u7bad\/\u661f\u9645\u8363\u8000\u672a\u4e0a\u5e02<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">8<\/td><td class=\"co\">\u535a\u901a Broadcom\u7f8e\u56fd \u00b7 \u534a\u5bfc\u4f53<\/small><\/td><td class=\"cap\">$1.8 \u4e07\u4ebf<\/td><td class=\"biz\">\u7f51\u7edc\u4ea4\u6362\/\u8def\u7531\u82af\u7247\u3001\u5b9a\u5236 AI ASIC\u3001\u57fa\u7840\u8f6f\u4ef6(VMware)<\/td><td class=\"bench\">\u6f9c\u8d77\u79d1\u6280 688008<\/span>\u4e2d\u5174\u901a\u8baf 000063<\/span> AI ASIC \u65e0\u540c\u91cf\u7ea7\u5bf9\u6807<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">9<\/td><td class=\"co\">\u6c99\u7279\u963f\u7f8e Aramco\u6c99\u7279 \u00b7 \u80fd\u6e90<\/small><\/td><td class=\"cap\">$1.7 \u4e07\u4ebf<\/td><td class=\"biz\">\u5168\u7403\u6700\u5927\u77f3\u6cb9\u5f00\u91c7\/\u70bc\u5316,\u4ea7\u91cf\u4e0e\u50a8\u91cf\u4e16\u754c\u7b2c\u4e00<\/td><td class=\"bench\">\u4e2d\u56fd\u77f3\u6cb9 601857<\/span>\u4e2d\u56fd\u77f3\u5316 600028<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">10<\/td><td class=\"co\">Meta\u7f8e\u56fd \u00b7 \u901a\u4fe1\u670d\u52a1<\/small><\/td><td class=\"cap\">$1.6 \u4e07\u4ebf<\/td><td class=\"biz\">Facebook\/Instagram\/WhatsApp \u793e\u4ea4\u5e7f\u544a + VR\/\u5143\u5b87\u5b99 + AI<\/td><td class=\"bench\">\u817e\u8baf\u63a7\u80a1 00700.HK<\/span>\u5feb\u624b 01024.HK<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">11<\/td><td class=\"co\">\u7279\u65af\u62c9 Tesla\u7f8e\u56fd \u00b7 \u6c7d\u8f66<\/small><\/td><td class=\"cap\">$1.48 \u4e07\u4ebf<\/td><td class=\"biz\">\u7535\u52a8\u8f66\u3001\u50a8\u80fd\u3001FSD \u81ea\u52a8\u9a7e\u9a76\u3001\u4eba\u5f62\u673a\u5668\u4eba<\/td><td class=\"bench\">\u6bd4\u4e9a\u8fea 002594<\/span>\u5b81\u5fb7\u65f6\u4ee3 300750<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">12<\/td><td class=\"co\">\u4e09\u661f\u7535\u5b50 Samsung\u97e9\u56fd \u00b7 \u7535\u5b50<\/small><\/td><td class=\"cap\">$1.1 \u4e07\u4ebf<\/td><td class=\"biz\">\u5b58\u50a8\u82af\u7247(DRAM\/NAND)\u3001\u624b\u673a\u3001\u9762\u677f\u3001\u4ee3\u5de5<\/td><td class=\"bench\">\u4eac\u4e1c\u65b9 A 000725<\/span>\u5146\u6613\u521b\u65b0 603986<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">13<\/td><td class=\"co\">\u4f2f\u514b\u5e0c\u5c14 Berkshire\u7f8e\u56fd \u00b7 \u91d1\u878d<\/small><\/td><td class=\"cap\">$1.07 \u4e07\u4ebf<\/td><td class=\"biz\">\u4fdd\u9669 + \u591a\u5143\u5316\u6295\u8d44\u63a7\u80a1(\u5df4\u83f2\u7279),\u6a2a\u8de8\u6d88\u8d39\/\u80fd\u6e90\/\u94c1\u8def<\/td><td class=\"bench\">\u4e2d\u56fd\u5e73\u5b89 601318<\/span>\u590d\u661f\u56fd\u9645 00656.HK<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">14<\/td><td class=\"co\">\u7f8e\u5149 Micron\u7f8e\u56fd \u00b7 \u534a\u5bfc\u4f53<\/small><\/td><td class=\"cap\">$1.05 \u4e07\u4ebf<\/td><td class=\"biz\">DRAM \/ NAND \u5b58\u50a8\u82af\u7247,HBM \u9ad8\u5e26\u5bbd\u5185\u5b58\u53d7\u76ca AI<\/td><td class=\"bench\">\u5146\u6613\u521b\u65b0 603986<\/span>\u6c5f\u6ce2\u9f99 301308<\/span> \u957f\u6c5f\/\u957f\u946b\u5b58\u50a8\u672a\u4e0a\u5e02<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">15<\/td><td class=\"co\">\u793c\u6765 Eli Lilly\u7f8e\u56fd \u00b7 \u533b\u836f<\/small><\/td><td class=\"cap\">$1.05 \u4e07\u4ebf<\/td><td class=\"biz\">\u521b\u65b0\u836f,GLP-1 \u51cf\u80a5\/\u964d\u7cd6\u836f(\u66ff\u5c14\u6cca\u80bd)\u5168\u7403\u7206\u6b3e<\/td><td class=\"bench\">\u6052\u745e\u533b\u836f 600276<\/span>\u4fe1\u8fbe\u751f\u7269 01801.HK<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">16<\/td><td class=\"co\">\u6c83\u5c14\u739b Walmart\u7f8e\u56fd \u00b7 \u96f6\u552e<\/small><\/td><td class=\"cap\">$9100 \u4ebf<\/td><td class=\"biz\">\u5168\u7403\u6700\u5927\u8fde\u9501\u5546\u8d85 + \u5c71\u59c6\u4f1a\u5458\u5e97 + \u7535\u5546<\/td><td class=\"bench\">\u6c38\u8f89\u8d85\u5e02 601933<\/span>\u9ad8\u946b\u96f6\u552e 06808.HK<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">17<\/td><td class=\"co\">\u6469\u6839\u5927\u901a JPMorgan\u7f8e\u56fd \u00b7 \u94f6\u884c<\/small><\/td><td class=\"cap\">$8960 \u4ebf<\/td><td class=\"biz\">\u5168\u80fd\u578b\u94f6\u884c,\u6295\u884c\/\u96f6\u552e\/\u8d44\u7ba1\u5168\u7403\u9886\u5148<\/td><td class=\"bench\">\u5de5\u5546\u94f6\u884c 601398<\/span>\u62db\u5546\u94f6\u884c 600036<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">18<\/td><td class=\"co\">AMD\u7f8e\u56fd \u00b7 \u534a\u5bfc\u4f53<\/small><\/td><td class=\"cap\">$8700 \u4ebf<\/td><td class=\"biz\">x86 CPU\u3001GPU\u3001AI \u52a0\u901f\u5361(MI \u7cfb\u5217),\u5bf9\u6807\u82f1\u4f1f\u8fbe\/\u82f1\u7279\u5c14<\/td><td class=\"bench\">\u6d77\u5149\u4fe1\u606f 688041<\/span>\u9f99\u82af\u4e2d\u79d1 688047<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">19<\/td><td class=\"co\">SK \u6d77\u529b\u58eb\u97e9\u56fd \u00b7 \u534a\u5bfc\u4f53<\/small><\/td><td class=\"cap\">$8600 \u4ebf<\/td><td class=\"biz\">\u5b58\u50a8\u82af\u7247,HBM \u9ad8\u5e26\u5bbd\u5185\u5b58\u5168\u7403\u9f99\u5934(\u82f1\u4f1f\u8fbe\u6838\u5fc3\u4f9b\u5e94\u5546)<\/td><td class=\"bench\">\u5146\u6613\u521b\u65b0 603986<\/span> HBM \u65e0\u540c\u91cf\u7ea7\u4e0a\u5e02\u5bf9\u6807<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">20<\/td><td class=\"co\">Visa\u7f8e\u56fd \u00b7 \u652f\u4ed8<\/small><\/td><td class=\"cap\">$6800 \u4ebf<\/td><td class=\"biz\">\u5168\u7403\u94f6\u884c\u5361\u6e05\u7b97\u7f51\u7edc,\u4ea4\u6613\u62bd\u4f63\u7684\u300c\u6536\u8d39\u7ad9\u300d\u6a21\u5f0f<\/td><td class=\"bench\">\u62c9\u5361\u62c9 300773<\/span> \u4e2d\u56fd\u94f6\u8054(\u4f53\u91cf\u5bf9\u6807\u4f46\u672a\u4e0a\u5e02)<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">21<\/td><td class=\"co\">\u963f\u65af\u9ea6 ASML\u8377\u5170 \u00b7 \u534a\u5bfc\u4f53\u8bbe\u5907<\/small><\/td><td class=\"cap\">$6650 \u4ebf<\/td><td class=\"biz\">\u5168\u7403\u552f\u4e00 EUV \u6781\u7d2b\u5916\u5149\u523b\u673a\u4f9b\u5e94\u5546,\u5361\u8116\u5b50\u5173\u952e<\/td><td class=\"bench\">\u5317\u65b9\u534e\u521b 002371<\/span>\u4e2d\u5fae\u516c\u53f8 688012<\/span> \u5149\u523b\u673a(\u4e0a\u6d77\u5fae\u7535\u5b50)\u672a\u4e0a\u5e02<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">22<\/td><td class=\"co\">\u5f3a\u751f J&J\u7f8e\u56fd \u00b7 \u533b\u836f<\/small><\/td><td class=\"cap\">$6200 \u4ebf<\/td><td class=\"biz\">\u5236\u836f + \u533b\u7597\u5668\u68b0,\u6a2a\u8de8\u836f\u54c1\/\u624b\u672f\u5668\u68b0<\/td><td class=\"bench\">\u8fc8\u745e\u533b\u7597 300760<\/span>\u6052\u745e\u533b\u836f 600276<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">23<\/td><td class=\"co\">\u57c3\u514b\u68ee\u7f8e\u5b5a Exxon\u7f8e\u56fd \u00b7 \u80fd\u6e90<\/small><\/td><td class=\"cap\">$5990 \u4ebf<\/td><td class=\"biz\">\u77f3\u6cb9\u5929\u7136\u6c14\u4e00\u4f53\u5316\u5f00\u91c7\u3001\u70bc\u5316\u3001\u5316\u5de5<\/td><td class=\"bench\">\u4e2d\u56fd\u77f3\u6cb9 601857<\/span>\u4e2d\u56fd\u6d77\u6cb9 600938<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">24<\/td><td class=\"co\">\u817e\u8baf Tencent\u4e2d\u56fd \u00b7 \u901a\u4fe1\u670d\u52a1<\/small><\/td><td class=\"cap\">$5250 \u4ebf<\/td><td class=\"biz\">\u5fae\u4fe1\u751f\u6001\u3001\u6e38\u620f\u3001\u91d1\u878d\u79d1\u6280\u3001\u4e91\u4e0e\u5e7f\u544a<\/td><td class=\"bench\">\u672c\u8eab\u5373\u4e2d\u56fd\u9f99\u5934<\/span> \u7f51\u6613 09999.HK(\u6e38\u620f\u4fa7)<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">25<\/td><td class=\"co\">\u82f1\u7279\u5c14 Intel\u7f8e\u56fd \u00b7 \u534a\u5bfc\u4f53<\/small><\/td><td class=\"cap\">$5180 \u4ebf<\/td><td class=\"biz\">x86 CPU + \u6676\u5706\u5236\u9020(IDM),PC\/\u670d\u52a1\u5668\u82af\u7247\u8001\u724c<\/td><td class=\"bench\">\u6d77\u5149\u4fe1\u606f 688041<\/span>\u4e2d\u82af\u56fd\u9645 688981<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">26<\/td><td class=\"co\">\u4e07\u4e8b\u8fbe Mastercard\u7f8e\u56fd \u00b7 \u652f\u4ed8<\/small><\/td><td class=\"cap\">$4750 \u4ebf<\/td><td class=\"biz\">\u5168\u7403\u7b2c\u4e8c\u5927\u94f6\u884c\u5361\u6e05\u7b97\u7f51\u7edc,\u4e0e Visa \u53cc\u5be1\u5934<\/td><td class=\"bench\">\u65b0\u56fd\u90fd 300130<\/span>\u62c9\u5361\u62c9 300773<\/span> \u4e2d\u56fd\u94f6\u8054\u672a\u4e0a\u5e02<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">27<\/td><td class=\"co\">\u601d\u79d1 Cisco\u7f8e\u56fd \u00b7 \u901a\u4fe1\u8bbe\u5907<\/small><\/td><td class=\"cap\">$4700 \u4ebf<\/td><td class=\"biz\">\u4f01\u4e1a\u7f51\u7edc\u4ea4\u6362\u673a\/\u8def\u7531\u5668\u3001\u5b89\u5168\u3001\u6570\u636e\u4e2d\u5fc3\u7f51\u7edc<\/td><td class=\"bench\">\u4e2d\u5174\u901a\u8baf 000063<\/span>\u7d2b\u5149\u80a1\u4efd(\u65b0\u534e\u4e09) 000938<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">28<\/td><td class=\"co\">\u5e94\u7528\u6750\u6599 AMAT\u7f8e\u56fd \u00b7 \u534a\u5bfc\u4f53\u8bbe\u5907<\/small><\/td><td class=\"cap\">$4570 \u4ebf<\/td><td class=\"biz\">\u5168\u7403\u6700\u5927\u534a\u5bfc\u4f53\u5236\u9020\u8bbe\u5907\u5546(\u8584\u819c\u6c89\u79ef\/\u523b\u8680\u7b49)<\/td><td class=\"bench\">\u5317\u65b9\u534e\u521b 002371<\/span>\u4e2d\u5fae\u516c\u53f8 688012<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">29<\/td><td class=\"co\">\u827e\u4f2f\u7ef4 AbbVie\u7f8e\u56fd \u00b7 \u533b\u836f<\/small><\/td><td class=\"cap\">$4380 \u4ebf<\/td><td class=\"biz\">\u521b\u65b0\u836f,\u514d\u75ab\/\u80bf\u7624\/\u795e\u7ecf\u9886\u57df(\u4fee\u7f8e\u4e50\u540e\u7ba1\u7ebf)<\/td><td class=\"bench\">\u767e\u6d4e\u795e\u5dde 06160.HK<\/span>\u6052\u745e\u533b\u836f 600276<\/span><\/td><\/tr>\n\n<tr><td class=\"rk\">30<\/td><td class=\"co\">\u5361\u7279\u5f7c\u52d2 Caterpillar\u7f8e\u56fd \u00b7 \u5de5\u4e1a<\/small><\/td><td class=\"cap\">$4290 \u4ebf<\/td><td class=\"biz\">\u5168\u7403\u6700\u5927\u5de5\u7a0b\u673a\u68b0(\u6316\u673a\/\u77ff\u5361)+ \u67f4\u6cb9\u53d1\u52a8\u673a<\/td><td class=\"bench\">\u4e09\u4e00\u91cd\u5de5 600031<\/span>\u5f90\u5de5\u673a\u68b0 000425<\/span><\/td><\/tr>\n<\/tbody>\n<\/table>\n<div class=\"legend\">\u8bf4\u660e:\u4ee3\u7801\u540e\u7f00 .HK<\/b> \u4e3a\u6e2f\u80a1,.SS\/6xxxxx<\/b> \u6caa\u5e02,0\/3xxxxx<\/b> \u6df1\u5e02;\u7ea2\u5b57<\/span>\u8868\u793a\u65e0\u540c\u91cf\u7ea7\u4e0a\u5e02\u5bf9\u6807\u6216\u6700\u5f3a\u73a9\u5bb6\u672a\u4e0a\u5e02\u3002<\/div>\n\n<h2 class=\"sec\">\u5bf9\u6807\u7f3a\u53e3\u5206\u6790(\u67b6\u6784\u5e08\u89c6\u89d2)<\/h2>\n<div class=\"gapbox\">\n 1. \u786c\u7f3a\u53e3\u2014\u2014\u51e0\u4e4e\u65e0\u5bf9\u6807(\u5361\u8116\u5b50\u6838\u5fc3):<\/b>\n AI \u7b97\u529b GPU(\u82f1\u4f1f\u8fbe)\u3001AI \u7f51\u7edc\/\u5b9a\u5236 ASIC(\u535a\u901a)\u3001EUV \u5149\u523b\u673a(ASML)\u3001HBM \u9ad8\u7aef\u5b58\u50a8(SK \u6d77\u529b\u58eb\/\u7f8e\u5149)\u3001CPU x86 \u751f\u6001(Intel\/AMD)\u3002\u8fd9\u4e9b\u9886\u57df\u56fd\u5185\u6700\u5f3a\u73a9\u5bb6\u8981\u4e48\u672a\u4e0a\u5e02<\/b>(\u534e\u4e3a\u6d77\u601d\u6607\u817e\u3001\u4e0a\u6d77\u5fae\u7535\u5b50\u3001\u957f\u6c5f\/\u957f\u946b\u5b58\u50a8),\u8981\u4e48\u4e0e\u56fd\u9645\u9f99\u5934\u5b58\u57281\u20132 \u4e2a\u4ee3\u9645\u5dee\u8ddd<\/b>(\u5bd2\u6b66\u7eaa\u3001\u6d77\u5149\u3001\u5317\u65b9\u534e\u521b)\u3002<\/p>\n 2. \u8f6f\u7f3a\u53e3\u2014\u2014\u6709\u5bf9\u6807\u4f46\u4f53\u91cf\/\u751f\u6001\u5dee\u8ddd\u5927:<\/b>\n \u521b\u65b0\u836f Big Pharma(\u793c\u6765\/\u827e\u4f2f\u7ef4 vs \u6052\u745e\/\u767e\u6d4e,\u7814\u53d1\u7ba1\u7ebf\u4e0e\u5168\u7403\u5316\u5dee 5\u201310 \u500d\u5e02\u503c)\u3001\u4f01\u4e1a\u7ea7\u57fa\u7840\u8f6f\u4ef6\u4e0e\u516c\u6709\u4e91(\u5fae\u8f6f Azure vs \u963f\u91cc\u4e91\/\u91d1\u5c71\u529e\u516c)\u3002<\/p>\n 3. \u5f3a\u5bf9\u6807\u2014\u2014\u56fd\u5185\u6709\u540c\u91cf\u7ea7\u9f99\u5934:<\/b>\n \u4e92\u8054\u7f51\u5e73\u53f0(\u963f\u91cc\/\u817e\u8baf)\u3001\u91d1\u878d(\u5de5\u884c\/\u5e73\u5b89\/\u62db\u884c)\u3001\u80fd\u6e90(\u4e2d\u77f3\u6cb9\/\u4e2d\u6d77\u6cb9)\u3001\u65b0\u80fd\u6e90\u8f66\u4e0e\u50a8\u80fd(\u6bd4\u4e9a\u8fea\/\u5b81\u5fb7,\u90e8\u5206\u9886\u57df\u5df2\u9886\u5148<\/b>)\u3001\u5de5\u7a0b\u673a\u68b0(\u4e09\u4e00\/\u5f90\u5de5,\u5168\u7403\u524d\u5217)\u3001\u901a\u4fe1\u8bbe\u5907(\u4e2d\u5174)\u3002\u8fd9\u51e0\u5757\u662f\u4e2d\u56fd\u4ea7\u4e1a\u300c\u5df2\u4e0a\u724c\u684c\u300d\u7684\u90e8\u5206\u3002<\/p>\n<\/div>\n\n<\/div>\n<\/body>\n<\/html>\n\n","protected":false},"excerpt":{"rendered":"\u5168\u7403\u5e02\u503c\u524d30\u5bb6\u516c\u53f8 & \u56fd\u5185\u5bf9\u6807 \u5168\u7403\u5e02\u503c\u524d 30 \u5bb6\u516c\u53f8 & \u56fd\u5185\u5bf9\u6807 \u6570\u636e\u622a\u81f3 20 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